Stonebridge Advisors LLC Portfolio Holdings

Stonebridge Advisors LLC

  • $146 Billion
  • Q1 2025

Stonebridge Advisors LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 3 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wells Fargo CO New with a value of $78.2B, Bank America Corp with a value of $59.6B, and First Tr Pfd Secs & Income ETF with a value of $8.12B.

Examining the 13F form we can see an decrease of $3.99B in the current position value, from $150B to 146B.

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 $146 Billion
ETFs: $8.12 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Wells Fargo CO New
-
$78.2 Billion 53.58% of portfolio
-
Q1 2025 Added 78.46%
Bank America Corp
-
$59.6 Billion 40.85% of portfolio
-
Q1 2025 Reduced 0.12%
$0
$8.12 Billion 5.57% of portfolio
461,875
Q1 2025 Reduced 79.83%

Summary

  • Portfolio
  • No. of Stocks 3
  • Current Value $146 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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