Stonebridge Advisors LLC Portfolio Holdings

Stonebridge Advisors LLC

  • $437 Billion
  • Q2 2024

Stonebridge Advisors LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $437 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 $264B, Bank America Corp with a value of $161B, Invesco ETF Tr Ii Pfd ETF with a value of $7.61B, and First Tr Pfd Secs & Income ETF with a value of $3.97B.

Examining the 13F form we can see an decrease of $44.6B in the current position value, from $481B to 437B.

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.

Portfolio value $437 Billion
ETFs: $11.6 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $437 Billion
  • Prior Value $481 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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