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  Name: Stonebridge Financial Planning Group LLC
  City: ORLANDO
  State: FL
  Zip: 32801
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $173,759,000
  Total Value Change : $17,836,000
  Securities Held Change : 11
   
All Securities Held : 148
  New Positions : 20
  Closed Positions : 9
  Increased Positions : 42
  Unchanged Positions : 14
  Decreased Positions : 72

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MA)1 Year Chart         MA MasterCard Inc A 28 - $456.98 $1,699,000 3,984 0.98% 122,000 0 0    Business Services
   (GOOG)1 Year Chart         GOOG Alphabet Inc 49 - $170.29 $1,007,000 7,143 0.58% 65,000 0 0    Search Engines & Info...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 71 - $168.65 $663,000 4,745 0.38% 42,000 0 0    Search Engines & Info...
   (ORCL)1 Year Chart         ORCL Oracle Corp 85 - $116.67 $527,000 5,000 0.3% -3,000 0 0    Application Software
   (FNY)1 Year Chart         FNY First Trust Mid Cap Growth ... 86 - $74.12 $507,000 7,450 0.29% 55,000 0 0.105    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 87 - $0.00 $504,000 6,465 0.29% 36,000 0 0    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 89 - $161.40 $496,000 3,320 0.29% 38,000 0 0.001    Closed - End Fund - E...
   (APO)1 Year Chart         APO Apollo Global Management LLC 111 - $112.06 $373,000 4,000 0.21% 14,000 0 0.001    Diversified Investments
   (FDLO)1 Year Chart         FDLO Fidelity Low Volatility Fac... 116 - $0.00 $331,000 6,250 0.19% 27,000 0 0.065    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 118 - $412.05 $307,000 860 0.18% 6,000 0 0    Property & Casualty I...
   (CI)1 Year Chart         CI Cigna Corporation 121 - $348.39 $296,000 989 0.17% 13,000 0 0    Health Care Plans
   (EVT)1 Year Chart         EVT Eaton Vance Tax Advantaged ... 124 - $23.34 $289,000 13,000 0.17% 14,000 0 0.018    Closed - End Fund - Debt
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 135 - $86.62 $236,000 3,020 0.14% 29,000 0 0    N/A
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co 141 - $275.32 $213,000 945 0.12% -4,000 0 0    Independent Oil & Gas
      14 Records Found
  1    
Page 1 of 1
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