Long-term investor
Stonebridge Financial Planning Group, LLC @stonebridgefinancialplan
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802494).
Record
- Tracked since 2025-06-30 (448 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months n/a · 1 year +16.0% · all +16.0%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464289438 · 5.6% · long · since 2025-06-30
- 464287721 · 4.4% · long · since 2025-06-30
- 46137V241 · 3.4% · long · since 2025-06-30
- 46434V621 · 3.1% · long · since 2025-06-30
- 33734X200 · 2.5% · long · since 2025-06-30
- 921943858 · 2.1% · long · since 2025-06-30
- 464287200 · 2.0% · long · since 2025-06-30
- 33738R506 · 1.9% · long · since 2025-06-30
- 78468R606 · 1.9% · long · since 2025-06-30
- 33740F755 · 1.9% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30