Stonebridge Financial Planning Group, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Dianne Webb - President/CEO
Location
Orlando, FL
Holdings as of
31 Dec 2024
Value $
$223,881,128
Num holdings
159
Filing time
18 Feb 2025, 11:03:04 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IWY, IYW, SPHQ, DGRO, and IVV.
Previous filing
Q3 2024 - 08 Nov 2024
Next filing
Q1 2025 - 08 May 2025
SEC
View on sec.gov

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Quoteable Key Fact

"Stonebridge Financial Planning Group, LLC reported $223,881,128 across 159 holdings in Q4 2024."

Quick Takeaways

  • Stonebridge Financial Planning Group, LLC reported 13f holdings report, stock holdings for Q4 2024.
  • Reported holdings value: $223,881,128.
  • 159 holdings are listed in this filing snapshot.

What Changed

  • Previous comparable filing: Q3 2024.
  • Value moved from $209,910,532 to $223,881,128.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Dianne Webb President/CEO Orlando, Florida 14 Feb 2025

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