Stonebridge Financial Planning Group, LLC
CIK
1802494
City
ORLANDO
State / Country
FL
Top Portfolio Positions
34 positions ·
$36,750,843 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
28,071 | $4,895,582 | 13.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,328 | $4,858,522 | 13.22% | |
| AAPL |
Apple Inc.
Technology
|
11,253 | $2,855,898 | 7.77% | |
| V |
Visa Inc.
Financial Services
|
7,763 | $2,346,289 | 6.38% | |
| MSFT |
Microsoft Corp
Technology
|
5,268 | $1,950,055 | 5.31% | |
| MA |
Mastercard Inc
Financial Services
|
3,136 | $1,566,933 | 4.26% | |
| ARCC |
Ares Capital Corp
Financial Services
|
81,975 | $1,477,189 | 4.02% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,589 | $1,461,514 | 3.98% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,332 | $1,327,244 | 3.61% | |
| RTX |
RTX Corp
Industrials
|
6,522 | $1,258,093 | 3.42% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EVT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319,150 | 13,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $327,340 | 13,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $317,850 | 13,000 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $323,012 | 13,403 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $302,510 | 13,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $312,650 | 13,000 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $320,970 | 13,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $302,770 | 13,000 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $306,800 | 13,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $289,250 | 13,000 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $275,340 | 13,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $295,750 | 13,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $316,540 | 14,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $323,212 | 14,176 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $310,503 | 14,276 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $338,381 | 14,176 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $426,121 | 14,704 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $438,061 | 14,705 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $403,652 | 14,705 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $416,203 | 15,058 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $526,923 | 20,058 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $474,371 | 20,058 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $395,142 | 20,058 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $537,911 | 27,958 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $494,196 | 29,364 | Shares | Sole | 2020-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||