STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARCC | 90K | $1.83M |
 | NVDA | 28K | $5.20M |
 | AMZN | 24K | $5.23M |
 | BSX | 16K | $1.52M |
 | AAPL | 12K | $2.93M |
 | WMT | 9K | $956.73K |
 | V | 8K | $2.78M |
 | RTX | 7K | $1.19M |
 | GOOG | 7K | $1.60M |
 | XOM | 6K | $719.98K |
 | MSFT | 5K | $2.84M |
 | ORCL | 4K | $1.11M |
 | GOOGL | 4K | $890.44K |
 | LHX | 4K | $1.11M |
 | APO | 4K | $466.44K |
 | MA | 3K | $1.86M |
 | AMD | 3K | $526.30K |
 | JNJ | 2K | $454.22K |
 | JPM | 2K | $732.74K |
 | SO | 2K | $214.18K |
Ares Capital Corporation
ARCC
Shares Held
90K
Value
$1.83M
NVIDIA Corporation
NVDA
Shares Held
28K
Value
$5.20M
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$5.23M
Boston Scientific Corporation
BSX
Shares Held
16K
Value
$1.52M
Apple Inc.
AAPL
Shares Held
12K
Value
$2.93M
Walmart Inc.
WMT
Shares Held
9K
Value
$956.73K
Visa Inc.
V
Shares Held
8K
Value
$2.78M
RTX Corporation
RTX
Shares Held
7K
Value
$1.19M
Alphabet Inc.
GOOG
Shares Held
7K
Value
$1.60M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$719.98K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.84M
Oracle Corporation
ORCL
Shares Held
4K
Value
$1.11M
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$890.44K
L3Harris Technologies, Inc.
LHX
Shares Held
4K
Value
$1.11M
Apollo Global Management, Inc.
APO
Shares Held
4K
Value
$466.44K
Mastercard Incorporated
MA
Shares Held
3K
Value
$1.86M
Advanced Micro Devices, Inc.
AMD
Shares Held
3K
Value
$526.30K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$454.22K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$732.74K
The Southern Company
SO
Shares Held
2K
Value
$214.18K