Portfolio (Quarterly)
Guide ↗
Stonebridge Financial Planning Group, LLC
· CIK 0001802494| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 9,126 | $573K | 0.21% | SOLD |
| 2 | MCR | MFS CHARTER INCOME TR | Financial Services | 51,149 | $310K | 0.11% | SOLD |
| 3 | FPE | FIRST TR EXCH TRADED FD III | — | 14,213 | $252K | 0.09% | SOLD |
| 4 | XLE | SELECT SECTOR SPDR TR | — | 3,630 | $222K | 0.08% | SOLD |
| 5 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 4,080 | $207K | 0.08% | SOLD |
Sector Allocation
Technology
35.0%
Financial Services
17.8%
Consumer Cyclical
17.2%
Industrials
7.9%
Healthcare
6.2%
Consumer Defensive
5.8%
Communication Services
5.5%
Energy
2.7%
Utilities
1.8%