Stonebridge Financial Group, LLC Portfolio Holdings
Stonebridge Financial Group, LLC
- $940 Billion
- Q1 2025
Stonebridge Financial Group, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $940 Billion distributed in 1005 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $47.1B, Wisdomtree Floating Rate Treas with a value of $35.2B, Pimco ETF Tr Inter Mun Bd Acti with a value of $34.3B, Spdr Gold Trust with a value of $33.3B, and Pimco ETF Tr Sht Term Mun Bd A with a value of $31.4B.
Examining the 13F form we can see an increase of $32.4B in the current position value, from $907B to 940B.
Stonebridge Financial Group, LLC is based out at Wormleysburg, PA
Below you can find more details about Stonebridge Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,005
- Current Value $940 Billion
- Prior Value $907 Billion
- Filing
- Period Q1 2025
- Filing Date April 25, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 208 stocks
- Additional Purchases 341 stocks
- Sold out of 0 stocks
- Reduced holdings in 152 stocks