Stonebridge Advisors LLC Portfolio Holdings

Stonebridge Advisors LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $150 Billion distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bank America Corp with a value of $59B, Wells Fargo CO New with a value of $43.6B, First Tr Pfd Secs & Income ETF with a value of $40.5B, and First Tr ETF Iii Instl Pfd Sec with a value of $6.87B.

Examining the 13F form we can see an increase of $631M in the current position value, from $149B to 150B. Also it can be appreciated an additional of 1 stocks purchases and 1 closed positions.

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.