Stonebridge Advisors LLC Portfolio Holdings

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.