Stonebridge Financial Group, LLC Portfolio Holdings
Stonebridge Financial Group, LLC
- $1.03 Trillion
- Q2 2025
Stonebridge Financial Group, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.03 Trillion distributed in 235 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 $53.4B, Ishares Core Dividend Growth E with a value of $49.6B, Capital Group Core Plus Income with a value of $36.8B, Wisdomtree Floating Rate Treas with a value of $35.9B, and Spdr Gold Trust with a value of $30.2B.
Examining the 13F form we can see an increase of $89.8B in the current position value, from $940B to 1.03T.
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
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 235
- Current Value $1.03 Trillion
- Prior Value $940 Billion
- Filing
- Period Q2 2025
- Filing Date July 24, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 6 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 79 stocks