IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Stonebridge Financial Planning Group, LLC

Q1 2022 Holdings

Filed 2022-05-10 | 110 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Advanced Micro Devices Inc(AMD)COM007903107$4.5M41,13196.3%
Ishares TR(IWY)RUS TP200 GR ETF464289438$13.6K85,5630.3%
Ishares TR(IYW)U.S. TECH ETF464287721$11.1K108,0380.2%
Ishares TR(TIP)TIPS BD ETF464287176$9.2K73,6080.2%
Ishares TR(IVV)CORE S&P500 ETF464287200$5.9K13,0770.1%
Ishares TR(IHI)U.S. MED DVC ETF464288810$5.6K91,5410.1%
Vanguard World FD(MGK)MEGA GRWTH IND921910816$5.3K22,5280.1%
Ishares TR(IUSG)CORE S&P US GWT464287671$5.2K48,9730.1%
Amazon COM Inc(AMZN)COM023135106$4.3K1,3230.1%
Vanguard World FDS(VDC)CONSUM STP ETF92204A207$4.2K21,2220.1%
Ishares TR(DGRO)CORE DIV GRWTH46434V621$3.9K73,6770.1%
Ishares TR(IYC)US CONSUM DISCRE464287580$3.9K52,2470.1%
Select Sector Spdr TR(XLY)SBI CONS DISCR81369Y407$3.9K21,0710.1%
Vanguard World FDS(VGT)INF TECH ETF92204A702$3.5K8,4200.1%
First TR Exchange-Traded FD(FTCS)CAP STRENGTH ETF33733E104$3.5K44,1120.1%
Ishares TR(SOXX)ISHARES SEMICDTR464287523$3.3K6,9030.1%
Vanguard World FDS(VCR)CONSUM DIS ETF92204A108$3.1K10,2030.1%
Invesco Exchange Traded FD T(RSPS)S&P500 EQL STP46137V373$3.0K17,9080.1%
First TR Exchange-Traded FD(QCLN)NAS CLNEDG GREEN33733E500$2.9K45,1280.1%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$2.8K10,0280.1%
Vanguard Index FDS(VUG)GROWTH ETF922908736$2.6K8,9110.1%
First TR Exchange Traded FD(SKYY)CLOUD COMPUTING33734X192$2.3K25,9400.1%
Visa Inc(V)COM CL A92826C839$2.3K10,4660.0%
First TR Multi Cap Growth AL(FAD)COM SHS33733F101$2.2K19,2750.0%
First TR Exch Traded FD III(FPE)PFD SECS INC ETF33739E108$2.1K108,6410.0%
Meta Platforms Inc(META)CL A30303M102$2.1K9,2290.0%
Apple Inc(AAPL)COM037833100$1.9K11,1570.0%
First TR Exchange Traded FD(FIW)WTR ETF33733B100$1.9K23,0980.0%
SSgA Active ETF TR(SRLN)BLACKSTONE SENR78467V608$1.9K41,8240.0%
First TR Nasdaq 100 Tech IND(QTEC)SHS337345102$1.8K11,7960.0%
Ishares TR(IXN)GLOBAL TECH ETF464287291$1.8K30,7620.0%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$1.8K4,2150.0%
Ares Capital Corp(ARCC)COM04010L103$1.7K81,1170.0%
Vanguard Admiral FDS Inc(VOOV)500 VAL IDX FD921932703$1.7K11,1310.0%
Invesco Exchange Traded FD T(RPV)S&P500 PUR VAL46137V258$1.7K19,5340.0%
Mastercard Incorporated(MA)CL A57636Q104$1.6K4,5360.0%
Spdr SER TR(SDY)S&P DIVID ETF78464A763$1.6K12,5670.0%
Vanguard World FDS(VPU)UTILITIES ETF92204A876$1.6K9,6830.0%
L3harris Technologies Inc(LHX)COM502431109$1.5K6,2030.0%
Ishares TR(IYK)US CONSM STAPLES464287812$1.5K7,3280.0%
First Trust Lrgcp GWT Alphad(FTC)COM SHS33735K108$1.5K13,7300.0%
First TR Exchange Trad FD VI(FTGC)FST TR GLB FD33739H101$1.4K49,7240.0%
Ishares TR(IVE)S&P 500 VAL ETF464287408$1.4K8,9760.0%
First TR Exchange Traded FD(NXTG)INDXX NEXTG ETF33737K205$1.4K18,0370.0%
Invesco Exchange Traded FD T(SPHQ)S&P500 QUALITY46137V241$1.3K25,9970.0%
First TR Exchange Traded FD(GRID)NASDQ CLN EDGE33737A108$1.2K12,9900.0%
Spdr SER TR(XSD)S&P SEMICNDCTR78464A862$1.1K5,1950.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$1.0K3590.0%
Ishares TR(IYM)U.S. BAS MTL ETF464287838$9566,3920.0%
Raytheon Technologies Corp(RTX)COM75513E101$9239,3140.0%
Page 1 of 3Next