Stonebridge Financial Group, LLC Portfolio Holdings
Stonebridge Financial Group, LLC
- $1.14 Trillion
- Q3 2025
Stonebridge Financial Group, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.14 Trillion distributed in 240 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr Sht Term Mun Bd A with a value of $53.2B, Ishares Core Dividend Growth E with a value of $53B, Capital Group Core Plus Income with a value of $42.9B, Wisdomtree Floating Rate Treas with a value of $36.3B, and Spdr Gold Trust with a value of $35.4B.
Examining the 13F form we can see an increase of $106B in the current position value, from $1.03T to 1.14T.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 240
- Current Value $1.14 Trillion
- Prior Value $1.03 Trillion
- Filing
- Period Q3 2025
- Filing Date October 20, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 20 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 61 stocks