Stonebridge Advisors LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $481 Billion distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wells Fargo CO New with a value of $265B, Bank America Corp with a value of $158B, Spdr Bloomberg 1 3 Month T Bil with a value of $35.9B, Invesco ETF Tr Ii Pfd ETF with a value of $20B, and First Tr Pfd Secs & Income ETF with a value of $3.16B.

Examining the 13F form we can see an increase of $52.9B in the current position value, from $428B to 481B.

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 $481 Billion
ETFs: $59 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $481 Billion
  • Prior Value $428 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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