| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR RUS TP200 GR ETF | 16 | Q3 2023 | 7.6% |
| ISHARES US TECHNOLOGY ETF | 16 | Q3 2023 | 6.2% |
| ISHARES TR | 16 | Q3 2023 | 3.6% |
| ISHARES TR U.S. MED DVC ETF | 16 | Q3 2023 | 3.2% |
| ISHARES TR | 16 | Q3 2023 | 2.9% |
| AMAZON.COM INC | 16 | Q3 2023 | 3.4% |
| VANGUARD WORLD FD MEGA CAP GROWTH ETF | 16 | Q3 2023 | 3.6% |
| VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF | 16 | Q3 2023 | 2.7% |
| ISHARES TRUST US CONSUMER SERVICES ETF USD DIS | 16 | Q3 2023 | 2.8% |
| SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY FORMERLY CYCLICAL/ TRANSN TO 06/24/2002 | 16 | Q3 2023 | 2.2% |
View Stonebridge Financial Planning Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-02 |
View Stonebridge Financial Planning Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.