Stonebridge Financial Group, LLC / MO Q4 2025 Filing

Filed February 4, 2026

Portfolio Value

$115.5M

Holdings

159

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (159 positions)

#StockSharesValue% PortfolioType
1
IOOISHARES TR
48,019$6.1M5.26%
2
NVDANVIDIA CORPORATION
30,021$5.6M4.85%
3
AAPLAPPLE INC
20,083$5.5M4.72%
4
SYFIAB ACTIVE ETFS INC
105,472$3.8M3.28%
5
MSFTMICROSOFT CORP
7,614$3.7M3.19%
6
VTVVANGUARD INDEX FDS
18,000$3.4M2.97%
7
MOATVANECK ETF TRUST
31,131$3.2M2.79%
8
PVALPUTNAM ETF TRUST
62,209$2.8M2.45%
9
GOOGLALPHABET INC
8,335$2.6M2.26%
10
IWFISHARES TR
4,901$2.3M2.01%
11
FBCGFIDELITY COVINGTON TRUST
39,378$2.2M1.87%
12
GOOGALPHABET INC
6,828$2.1M1.85%
13
NDQINVESCO QQQ TR
3,183$2.0M1.69%
14
METAMETA PLATFORMS INC
2,685$1.8M1.53%
15
AVGOBROADCOM INC
5,104$1.8M1.53%
16
AEEAMEREN CORP
16,723$1.7M1.44%
17
AMZNAMAZON COM INC
6,869$1.6M1.37%
18
LLYELI LILLY & CO
1,397$1.5M1.30%
19
WMTWALMART INC
13,319$1.5M1.28%
20
CGGOCAPITAL GROUP GBL GROWTH EQT
38,558$1.3M1.16%
21
COWZPACER FDS TR
20,747$1.2M1.08%
22
FADFIRST TR EXCHANGE-TRADED ALP
7,595$1.2M1.06%
23
JPMJPMORGAN CHASE & CO.
3,803$1.2M1.06%
24
IWDISHARES TR
5,678$1.2M1.03%
25
VFLOVICTORY PORTFOLIOS II
30,171$1.2M1.03%
26
AVUVAMERICAN CENTY ETF TR
9,683$987K0.85%
27
CGDGCAPITAL GROUP DIVIDEND VALUE
21,643$944K0.82%
28
FTMSPUTNAM ETF TRUST
92,825$921K0.80%
29
XSMOINVESCO EXCHANGE TRADED FD T
11,966$861K0.75%
30
MAMASTERCARD INCORPORATED
1,446$825K0.71%
31
HDHOME DEPOT INC
2,384$820K0.71%
32
BRK/BBERKSHIRE HATHAWAY INC DEL
1,593$800K0.69%
33
MUMICRON TECHNOLOGY INC
2,784$794K0.69%
34
WFCWELLS FARGO CO NEW
8,321$775K0.67%
35
TTANSERVICETITAN INC
6,961$741K0.64%
36
BKNGBOOKING HOLDINGS INC
138$739K0.64%
37
CVXCHEVRON CORP NEW
4,787$729K0.63%
38
SHOPSHOPIFY INC
4,396$707K0.61%
39
DECUAIM ETF PRODUCTS TRUST
25,038$685K0.59%
40
GLWCORNING INC
7,741$677K0.59%
41
ABBVABBVIE INC
2,956$675K0.58%
42
TSLATESLA INC
1,490$670K0.58%
43
RTXRTX CORPORATION
3,640$667K0.58%
44
JNJJOHNSON & JOHNSON
3,193$660K0.57%
45
IVVISHARES TR
946$648K0.56%
46
AMDADVANCED MICRO DEVICES INC
3,011$644K0.56%
47
TJXTJX COS INC NEW
4,130$634K0.55%
48
PSCPRINCIPAL EXCHANGE TRADED FD
10,482$605K0.52%
49
AGROADECOAGRO S A
74,619$591K0.51%
50
EMREMERSON ELEC CO
4,457$591K0.51%
51
CMICUMMINS INC
1,139$581K0.50%
52
IBMINTERNATIONAL BUSINESS MACHS
1,807$535K0.46%
53
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,734$526K0.46%
54
PGRPROGRESSIVE CORP
2,291$521K0.45%
55
SPBUAIM ETF PRODUCTS TRUST
18,293$514K0.44%
56
DEDEERE & CO
1,101$512K0.44%
57
ISRGINTUITIVE SURGICAL INC
880$498K0.43%
58
COSTCOSTCO WHSL CORP NEW
568$490K0.42%
59
PLTRPALANTIR TECHNOLOGIES INC
2,717$482K0.42%
60
4I1PHILIP MORRIS INTL INC
2,935$470K0.41%
61
QCOMQUALCOMM INC
2,751$470K0.41%
62
IWSISHARES TR
3,324$468K0.41%
63
XMHQINVESCO EXCHANGE TRADED FD T
4,493$460K0.40%
64
XMMOINVESCO EXCHANGE TRADED FD T
3,289$455K0.39%
65
IJJISHARES TR
3,382$445K0.39%
66
CSCOCISCO SYS INC
5,734$441K0.38%
67
XOMEXXON MOBIL CORP
3,640$438K0.38%
68
CRMSALESFORCE INC
1,625$430K0.37%
69
JUNWAIM ETF PRODUCTS TRUST
12,800$427K0.37%
70
MCDMCDONALDS CORP
1,362$416K0.36%
71
NEENEXTERA ENERGY INC
5,186$416K0.36%
72
MNSTMONSTER BEVERAGE CORP NEW
5,418$415K0.36%
73
FEBWAIM ETF PRODUCTS TRUST
12,107$411K0.36%
74
WWDWOODWARD INC
1,343$406K0.35%
75
BLKBLACKROCK INC
380$406K0.35%
76
TSCOTRACTOR SUPPLY CO
7,967$398K0.34%
77
UBERUBER TECHNOLOGIES INC
4,818$393K0.34%
78
LOWLOWES COS INC
1,603$386K0.33%
79
IJTISHARES TR
2,682$378K0.33%
80
OCTUAIM ETF PRODUCTS TRUST
13,136$373K0.32%
81
FIXCOMFORT SYS USA INC
395$368K0.32%
82
PLDPROLOGIS INC.
2,868$366K0.32%
83
SNOWSNOWFLAKE INC
1,663$364K0.32%
84
CATCATERPILLAR INC
629$360K0.31%
85
AMGNAMGEN INC
1,091$357K0.31%
86
UNPUNION PAC CORP
1,541$356K0.31%
87
NSCNORFOLK SOUTHN CORP
1,234$356K0.31%
88
DWDMORGAN STANLEY
1,974$350K0.30%
89
UBNDVICTORY PORTFOLIOS II
15,823$348K0.30%
90
IJSISHARES TR
3,029$344K0.30%
91
IWPISHARES TR
2,493$341K0.30%
92
APHAMPHENOL CORP NEW
2,498$337K0.29%
93
VVISA INC
941$329K0.28%
94
SCHWSCHWAB CHARLES CORP
3,178$317K0.27%
95
TCAFT ROWE PRICE ETF INC
8,124$310K0.27%
96
LMTLOCKHEED MARTIN CORP
640$309K0.27%
97
CGMSCAPITAL GRP FIXED INCM ETF T
11,218$309K0.27%
98
FEBUAIM ETF PRODUCTS TRUST
11,138$308K0.27%
99
CGBLCAPITAL GROUP CORE BALANCED
8,730$308K0.27%
100
IWOISHARES TR
951$307K0.27%
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