Stonebridge Financial Group

Latest statistics and disclosures from Stonebridge Financial Group's latest quarterly 13F-HR filing:

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Positions held by Stonebridge Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stonebridge Financial Group

Stonebridge Financial Group holds 834 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Stonebridge Financial Group has 834 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 4.9 $44M 724k 61.34
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Wisdomtree Tr Floatng Rat Trea (USFR) 4.8 $43M 861k 50.32
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Apple (AAPL) 3.8 $34M 137k 250.42
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 3.6 $33M 630k 51.73
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 3.2 $29M 584k 49.84
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 2.9 $26M 628k 41.61
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 2.6 $23M 1.1M 22.20
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Select Sector Spdr Tr Financial (XLF) 2.5 $23M 467k 48.33
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Select Sector Spdr Tr Technology (XLK) 2.5 $22M 97k 232.52
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.5 $22M 284k 78.61
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Select Sector Spdr Tr Communication (XLC) 2.4 $22M 227k 96.81
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 2.4 $22M 97k 224.35
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.4 $22M 1.1M 19.43
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Wisdomtree Tr Us Midcap Divid (DON) 1.8 $17M 325k 50.97
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $15M 303k 50.13
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $13M 33k 401.58
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.5 $13M 328k 40.34
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Microsoft Corporation (MSFT) 1.4 $13M 31k 421.49
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J P Morgan Exchange Traded F Equity Premium (JEPI) 1.4 $13M 226k 57.53
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Etf Ser Solutions Defiance Connect (SIXG) 1.4 $13M 265k 47.65
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Wisdomtree Tr Cloud Computng (WCLD) 1.4 $12M 327k 37.52
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Ishares Tr Rus Md Cp Gr Etf (IWP) 1.3 $12M 91k 126.75
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J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 1.3 $11M 221k 51.52
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Etfs Gold Tr Physcl Gold Shs (SGOL) 1.2 $11M 444k 25.05
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Ishares Tr TRS FLT RT BD (TFLO) 1.1 $10M 204k 50.47
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Wisdomtree Tr Us S Cap Qty Div (DGRS) 1.0 $9.4M 184k 51.23
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.0 $9.1M 183k 49.55
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Ishares Tr U S Equity Factr (LRGF) 1.0 $9.0M 150k 60.35
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Ishares Gold Tr Ishares New (IAU) 1.0 $8.8M 178k 49.51
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 1.0 $8.8M 387k 22.81
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.9 $8.4M 96k 87.90
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Wal-Mart Stores (WMT) 0.7 $6.4M 70k 90.35
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Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.7 $6.2M 109k 56.88
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Procter & Gamble Company (PG) 0.7 $6.0M 36k 167.65
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $5.8M 31k 189.30
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Brown & Brown (BRO) 0.6 $5.8M 56k 102.02
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Automatic Data Processing (ADP) 0.6 $5.6M 19k 292.73
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AFLAC Incorporated (AFL) 0.6 $5.6M 54k 103.44
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Paychex (PAYX) 0.6 $5.5M 39k 140.22
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Spdr Gold Tr Gold Shs (GLD) 0.6 $5.5M 23k 242.13
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UnitedHealth (UNH) 0.6 $5.4M 11k 505.84
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Lowe's Companies (LOW) 0.6 $5.1M 21k 246.80
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Linde SHS (LIN) 0.5 $4.9M 12k 418.67
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Meta Platforms Cl A (META) 0.5 $4.9M 8.3k 585.51
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McDonald's Corporation (MCD) 0.5 $4.8M 17k 289.88
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Johnson & Johnson (JNJ) 0.5 $4.8M 33k 144.62
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Analog Devices (ADI) 0.5 $4.7M 22k 212.46
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Mastercard Incorporated Cl A (MA) 0.5 $4.7M 8.8k 526.57
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Emerson Electric (EMR) 0.5 $4.6M 37k 123.93
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Stryker Corporation (SYK) 0.5 $4.6M 13k 360.04
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Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.5 $4.5M 59k 76.36
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Blackrock (BLK) 0.5 $4.5M 4.4k 1025.01
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Cummins (CMI) 0.5 $4.5M 13k 348.60
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FactSet Research Systems (FDS) 0.5 $4.4M 9.2k 480.26
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Vanguard Specialized Funds Div App Etf (VIG) 0.5 $4.4M 22k 195.83
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.5 $4.4M 87k 50.71
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Commerce Bancshares (CBSH) 0.5 $4.3M 69k 62.31
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Chubb (CB) 0.5 $4.2M 15k 276.30
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Cisco Systems (CSCO) 0.5 $4.2M 70k 59.20
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Nextera Energy (NEE) 0.5 $4.1M 58k 71.69
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General Dynamics Corporation (GD) 0.5 $4.1M 16k 263.50
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Merck & Co (MRK) 0.4 $4.1M 41k 99.48
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Abbott Laboratories (ABT) 0.4 $3.9M 35k 113.11
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Corning Incorporated (GLW) 0.4 $3.8M 79k 47.52
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $3.7M 13k 289.81
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Air Products & Chemicals (APD) 0.4 $3.7M 13k 290.05
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $3.6M 6.2k 586.04
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L3harris Technologies (LHX) 0.4 $3.6M 17k 210.28
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.4 $3.6M 152k 23.32
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Qualcomm (QCOM) 0.4 $3.6M 23k 153.62
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Becton, Dickinson and (BDX) 0.4 $3.5M 16k 226.86
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Coca-Cola Company (KO) 0.4 $3.4M 55k 62.26
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Regions Financial Corporation (RF) 0.4 $3.4M 145k 23.52
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Amgen (AMGN) 0.4 $3.2M 12k 260.63
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $3.1M 61k 50.71
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Vertiv Holdings Com Cl A (VRT) 0.3 $3.1M 27k 113.61
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Marathon Petroleum Corp (MPC) 0.3 $3.0M 21k 139.50
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Pimco Etf Tr Multisector Bd (PYLD) 0.3 $2.8M 108k 25.92
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $2.8M 55k 50.37
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.5M 4.6k 538.75
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Medtronic SHS (MDT) 0.3 $2.4M 31k 79.88
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $2.3M 29k 80.93
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.2M 4.3k 511.23
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Raytheon Technologies Corp (RTX) 0.2 $2.2M 19k 115.72
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First Commonwealth Financial (FCF) 0.2 $2.1M 127k 16.92
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Carlisle Companies (CSL) 0.2 $2.0M 5.5k 368.84
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Alphabet Cap Stk Cl C (GOOG) 0.2 $2.0M 11k 190.45
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $2.0M 24k 81.98
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Amazon (AMZN) 0.2 $1.9M 8.8k 219.39
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Realty Income (O) 0.2 $1.9M 36k 53.41
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Wec Energy Group (WEC) 0.2 $1.8M 19k 94.04
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American Tower Reit (AMT) 0.2 $1.7M 9.3k 183.41
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $1.6M 14k 117.48
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NVIDIA Corporation (NVDA) 0.2 $1.6M 12k 134.29
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $1.6M 21k 75.69
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Southern Company (SO) 0.2 $1.6M 19k 82.32
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $1.5M 34k 44.92
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.4M 10k 137.57
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Tesla Motors (TSLA) 0.2 $1.4M 3.4k 403.84
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Vanguard World Health Car Etf (VHT) 0.1 $1.3M 5.3k 253.69
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.3M 11k 115.22
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.3M 16k 77.27
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Exxon Mobil Corporation (XOM) 0.1 $1.3M 12k 107.57
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Pb Bankshares (PBBK) 0.1 $1.3M 82k 15.28
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Eversource Energy (ES) 0.1 $1.2M 21k 57.43
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $1.1M 30k 37.17
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.1M 18k 62.31
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.0M 37k 27.71
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JPMorgan Chase & Co. (JPM) 0.1 $1.0M 4.3k 239.72
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $1.0M 29k 35.26
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S&T Ban (STBA) 0.1 $942k 25k 38.22
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $930k 13k 70.28
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $926k 2.6k 351.79
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PNC Financial Services (PNC) 0.1 $899k 4.7k 192.85
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $873k 16k 56.38
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F.N.B. Corporation (FNB) 0.1 $863k 58k 14.78
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Chevron Corporation (CVX) 0.1 $846k 5.8k 144.84
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Eli Lilly & Co. (LLY) 0.1 $825k 1.1k 772.00
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $811k 20k 40.67
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.1 $807k 17k 47.82
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Ishares Tr Grwt Allocat Etf (AOR) 0.1 $773k 14k 57.32
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $771k 6.7k 115.55
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Ishares Tr Aggres Alloc Etf (AOA) 0.1 $756k 9.9k 76.61
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Home Depot (HD) 0.1 $741k 1.9k 388.99
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Netflix (NFLX) 0.1 $709k 795.00 891.32
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International Business Machines (IBM) 0.1 $706k 3.2k 219.82
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $688k 5.4k 128.62
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Hershey Company (HSY) 0.1 $685k 4.0k 169.36
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $677k 23k 29.22
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United Parcel Service CL B (UPS) 0.1 $654k 5.2k 126.10
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $654k 5.1k 127.59
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.1 $641k 17k 36.89
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Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.1 $634k 33k 19.36
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $628k 11k 57.41
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Visa Com Cl A (V) 0.1 $626k 2.0k 316.04
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Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.1 $617k 24k 25.64
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Pepsi (PEP) 0.1 $610k 4.0k 152.06
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PPL Corporation (PPL) 0.1 $600k 19k 32.46
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $592k 7.6k 78.01
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $578k 9.8k 59.14
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Bristol Myers Squibb (BMY) 0.1 $557k 9.8k 56.56
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Caterpillar (CAT) 0.1 $556k 1.5k 362.78
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $556k 6.9k 80.20
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NBT Ban (NBTB) 0.1 $551k 12k 47.76
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Select Sector Spdr Tr Indl (XLI) 0.1 $547k 4.2k 131.76
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Honeywell International (HON) 0.1 $534k 2.4k 225.89
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $533k 1.3k 425.50
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $531k 1.6k 322.16
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $529k 6.1k 87.33
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Ishares Core Msci Emkt (IEMG) 0.1 $518k 9.9k 52.22
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $517k 6.9k 74.78
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $516k 5.9k 86.89
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $514k 6.6k 77.79
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $506k 1.9k 264.13
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Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.1 $481k 9.7k 49.44
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Constellation Energy (CEG) 0.1 $472k 2.1k 223.71
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Truist Financial Corp equities (TFC) 0.0 $443k 10k 43.38
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Welltower Inc Com reit (WELL) 0.0 $435k 3.5k 126.03
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Six Flags Entertainment Corp (FUN) 0.0 $424k 8.8k 48.19
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Legg Mason Etf Invt Clearbridge Di (YLDE) 0.0 $421k 8.3k 50.78
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Oracle Corporation (ORCL) 0.0 $421k 2.5k 166.67
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $416k 6.1k 68.43
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Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.0 $412k 4.3k 95.10
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Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $412k 8.2k 50.50
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $411k 11k 38.37
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Palantir Technologies Cl A (PLTR) 0.0 $408k 5.4k 75.63
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $407k 18k 22.20
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Vanguard World Inf Tech Etf (VGT) 0.0 $404k 650.00 621.86
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Phillips Edison & Co Common Stock (PECO) 0.0 $402k 11k 37.46
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $400k 16k 25.86
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Starbucks Corporation (SBUX) 0.0 $393k 4.3k 91.26
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Costco Wholesale Corporation (COST) 0.0 $387k 422.00 916.27
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $385k 2.9k 132.10
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Cintas Corporation (CTAS) 0.0 $363k 2.0k 182.70
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $360k 3.5k 101.54
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $353k 1.6k 220.96
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Intuitive Surgical Com New (ISRG) 0.0 $344k 658.00 521.96
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $342k 2.0k 175.23
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $337k 573.00 588.68
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Marvell Technology (MRVL) 0.0 $337k 3.1k 110.45
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $336k 1.4k 240.30
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Vanguard World Mega Grwth Ind (MGK) 0.0 $330k 962.00 343.41
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BlackRock Enhanced Capital and Income (CII) 0.0 $330k 16k 20.10
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The Trade Desk Com Cl A (TTD) 0.0 $328k 2.8k 117.53
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American Express Company (AXP) 0.0 $317k 1.1k 296.79
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Chipotle Mexican Grill (CMG) 0.0 $311k 5.2k 60.30
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $307k 6.4k 47.82
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Philip Morris International (PM) 0.0 $301k 2.5k 120.36
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $301k 1.4k 210.45
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Waste Management (WM) 0.0 $300k 1.5k 201.79
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $294k 2.5k 117.49
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $293k 7.2k 40.41
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $292k 4.2k 68.94
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Atlassian Corporation Cl A (TEAM) 0.0 $290k 1.2k 243.38
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Doordash Cl A (DASH) 0.0 $287k 1.7k 167.75
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Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.0 $286k 36k 7.92
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $281k 3.2k 89.08
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Metropcs Communications (TMUS) 0.0 $281k 1.3k 220.73
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Abbvie (ABBV) 0.0 $278k 1.6k 177.70
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Applovin Corp Com Cl A (APP) 0.0 $273k 842.00 323.83
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Comcast Corp Cl A (CMCSA) 0.0 $271k 7.2k 37.53
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Verizon Communications (VZ) 0.0 $270k 6.8k 39.99
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $265k 4.6k 58.00
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International Flavors & Fragrances (IFF) 0.0 $265k 3.1k 84.55
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.0 $260k 10k 25.05
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Booking Holdings (BKNG) 0.0 $253k 51.00 4968.41
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At&t (T) 0.0 $253k 11k 22.77
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Vanguard World Mega Cap Val Etf (MGV) 0.0 $247k 2.0k 124.91
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Select Sector Spdr Tr Energy (XLE) 0.0 $245k 2.9k 85.66
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $244k 6.0k 40.92
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $242k 4.6k 53.05
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $242k 2.6k 92.45
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $242k 2.3k 104.23
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Prudential Financial (PRU) 0.0 $238k 2.0k 118.55
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Bank of America Corporation (BAC) 0.0 $230k 5.2k 43.95
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $230k 5.5k 41.88
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $228k 3.0k 76.14
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $222k 11k 20.65
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Ishares Tr Modert Alloc Etf (AOM) 0.0 $212k 4.9k 43.44
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3M Company (MMM) 0.0 $210k 1.6k 129.09
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Boeing Company (BA) 0.0 $203k 1.1k 177.00
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Casey's General Stores (CASY) 0.0 $203k 512.00 396.23
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Trane Technologies SHS (TT) 0.0 $201k 545.00 369.35
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $201k 2.3k 85.84
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Edwards Lifesciences (EW) 0.0 $195k 2.6k 74.03
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Pfizer (PFE) 0.0 $193k 7.3k 26.53
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Lam Research Corp Com New (LRCX) 0.0 $193k 2.7k 72.23
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ConocoPhillips (COP) 0.0 $191k 1.9k 99.17
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 0.0 $191k 5.1k 37.35
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Anthem (ELV) 0.0 $190k 515.00 368.98
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Janus Detroit Str Tr Henderson Mtg (JMBS) 0.0 $189k 4.3k 44.18
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Vanguard Index Fds Growth Etf (VUG) 0.0 $181k 442.00 409.99
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Ishares Tr Eafe Value Etf (EFV) 0.0 $181k 3.4k 52.47
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Vanguard Index Fds Value Etf (VTV) 0.0 $177k 1.0k 169.26
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Broadcom (AVGO) 0.0 $172k 743.00 231.88
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Zoetis Cl A (ZTS) 0.0 $170k 1.0k 162.93
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Ge Aerospace Com New (GE) 0.0 $169k 1.0k 166.79
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Fulton Financial (FULT) 0.0 $166k 8.6k 19.28
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Ishares Esg Awr Msci Em (ESGE) 0.0 $166k 5.0k 33.39
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $165k 410.00 402.70
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $164k 7.1k 23.18
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Travelers Companies (TRV) 0.0 $161k 670.00 240.89
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Ingredion Incorporated (INGR) 0.0 $161k 1.2k 137.53
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Sempra Energy (SRE) 0.0 $161k 1.8k 87.70
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Microstrategy Cl A New (MSTR) 0.0 $159k 550.00 289.62
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PPG Industries (PPG) 0.0 $158k 1.3k 119.45
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Principal Exchange Traded Spectrum Pfd (PREF) 0.0 $154k 8.3k 18.61
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M&T Bank Corporation (MTB) 0.0 $150k 797.00 187.92
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Linkbancorp (LNKB) 0.0 $150k 20k 7.48
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Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.0 $148k 4.0k 37.35
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Past Filings by Stonebridge Financial Group

SEC 13F filings are viewable for Stonebridge Financial Group going back to 2024