Stonebridge Advisors LLC Portfolio Holdings

Stonebridge Advisors LLC

  • $144 Billion
  • Q3 2025

Stonebridge Advisors LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $144 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 $79.8B, Bank America Corp with a value of $60.9B, First Tr Pfd Secs & Income ETF with a value of $3.06B, and Invesco ETF Tr Ii Pfd ETF with a value of $479M.

Examining the 13F form we can see an decrease of $7.76B in the current position value, from $152B to 144B.

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 $144 Billion
ETFs: $3.54 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 $144 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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