Stonebridge Advisors LLC Portfolio Holdings

Stonebridge Advisors LLC

  • $149 Billion
  • Q3 2024

Stonebridge Advisors LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $149 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 $83.7B, Bank America Corp with a value of $61.9B, First Tr Pfd Secs & Income ETF with a value of $3.46B, and Ishares Trust Ishares Pfd And with a value of $266M.

Examining the 13F form we can see an decrease of $4.03B in the current position value, from $153B to 149B.

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 $149 Billion
ETFs: $3.73 Billion

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $149 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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