• 13F History

Stonebridge Financial Planning Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 18, 2025
Value $
$224M
Signature - Title
Dianne Webb - President/CEO
Location
Orlando, FL
Summary
This page shows a list of all the recent 13F filings made by Stonebridge Financial Planning Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stonebridge Financial Planning Group, LLC reported 159 stock holdings with total value $224M as of Q4 2024. Top holdings included IWY, IYW, SPHQ, DGRO, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 159 $224M +$18.3M -$5.44M +$12.8M IWY, IYW, SPHQ, DGRO, IVV 13F-HR 2/18/2025, 11:03 AM
Q3 2024 158 $210M +$8.19M -$6.68M +$1.5M IWY, IYW, SPHQ, DGRO, IVV 13F-HR 11/8/2024, 04:55 PM
Q2 2024 153 $199M +$17.8M -$10.3M +$7.45M IWY, IYW, SPHQ, IVV, DGRO 13F-HR 8/7/2024, 07:33 PM
Q1 2024 150 $189M +$12M -$8.78M +$3.24M IWY, IYW, MINT, SPHQ, DGRO 13F-HR 5/13/2024, 01:54 PM
Q4 2023 148 $174M +$21M -$18.2M +$2.81M IWY, IYW, MINT, SPHQ, IVV 13F-HR 2/5/2024, 05:11 PM
Q3 2023 142 $156M +$11M -$11.3M -$234K IWY, IYW, SPHQ, MINT, IVV 13F-HR 11/7/2023, 08:17 PM
Q2 2023 132 $164M +$15.4M -$15.2M +$113K IWY, IYW, SPHQ, IHI, IVV 13F-HR 8/11/2023, 04:51 PM
Q1 2023 122 $155M +$12.8M -$16.2M -$3.41M IWY, IYW, FTCS, IHI, IVV 13F-HR 5/3/2023, 09:44 PM
Q4 2022 123 $150M +$8.64M -$6.66M +$1.99M IWY, IYW, FTCS, IHI, IVV 13F-HR 1/18/2023, 04:34 PM
Q3 2022 115 $143M +$16.3M -$9.6M +$6.71M IWY, IYW, IHI, FTCS, IVV 13F-HR 10/31/2022, 06:22 PM
Q2 2022 111 $147M +$20.4M -$14M +$6.43M IWY, IYW, TIP, IVV, IHI 13F-HR 7/29/2022, 08:53 PM
Q1 2022 110 $178M +$3.59M -$2.56M +$1.02M IWY, IYW, TIP, IVV, IHI 13F-HR 5/10/2022, 03:41 PM
Q4 2021 357 $181M +$10.5M -$6.38M +$4.14M IWY, IYW, TIP, IVV, MGK 13F-HR 2/2/2022, 10:29 AM
Q3 2021 397 $204M +$21.7M -$10.2M +$11.6M IWY, IYW, IVV, TIP, IHI 13F-HR 11/8/2021, 04:58 PM
Q2 2021 417 $189M +$13.7M -$5.35M +$8.36M IWY, IYW, MINT, IHI, IVV 13F-HR 7/28/2021, 04:46 PM
Q1 2021 421 $171M +$10.5M -$6.66M +$3.82M IWY, IYW, MINT, MGK, IHI 13F-HR 5/5/2021, 06:32 PM
Q4 2020 386 $158M +$21.4M -$2.34M +$19M IWY, IYW, MINT, MGK, IHI 13F-HR 1/27/2021, 01:56 PM
Q3 2020 369 $139M +$17.3M -$8.35M +$8.96M IWY, IYW, MGK, AMZN, IHI 13F-HR 10/26/2020, 01:01 PM
Q2 2020 382 $117M +$6.81M -$2.47M +$4.35M IWY, IYW, MGK, AMZN, IVV 13F-HR 7/24/2020, 10:36 AM
Q1 2020 381 $99.1M +$9.19M -$4.38M +$4.8M IWY, IYW, IVV, MGK, VPU 13F-HR 4/15/2020, 01:26 PM
Q4 2019 354 $110M IWY, IYW, IVV, MGK, VPU 13F-HR 2/6/2020, 05:39 PM