Stonebridge Advisors LLC Portfolio Holdings

Stonebridge Advisors LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wells Fargo CO New with a value of $83.7B, Bank America Corp with a value of $61.9B, First Tr Pfd Secs & Income ETF with a value of $3.46B, and Ishares Trust Ishares Pfd And with a value of $266M.

Examining the 13F form we can see an decrease of $4.03B in the current position value, from $153B to 149B.

Stonebridge Advisors LLC is based out at Wilton, CT

Below you can find more details about Stonebridge Advisors LLC portfolio as well as his latest detailed transactions.