Stonebridge Financial Group, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $907 Billion distributed in 834 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $44.4B, Wisdomtree Floating Rate Treas with a value of $43.3B, Apple Inc. with a value of $34.3B, Pimco ETF Tr Inter Mun Bd Acti with a value of $32.6B, and Pimco ETF Tr Sht Term Mun Bd A with a value of $29.1B.
Examining the 13F form we can see an increase of $907B in the current position value.
Stonebridge Financial Group, LLC is based out at Wormleysburg, PA
Below you can find more details about Stonebridge Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$907 Billion
ETFs: $612 Billion
Technology: $70.5 Billion
Financial Services: $43.4 Billion
Industrials: $39.9 Billion
Healthcare: $35.7 Billion
Consumer Defensive: $18.8 Billion
Consumer Cyclical: $16 Billion
Communication Services: $15 Billion
Other: $26.4 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
