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Home > Institutional Investor > Stonebridge Advisors Llc > Profile

Instuitional Investor - Stonebridge Advisors Llc

Fund Profile
Filing Period:
Fund Name: Stonebridge Advisors Llc
Portfolio Value $145,955,616
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wells Fargo & Company
 WFC 65,132 $78,210,092 53.58%
2.
Bank Of America Corp
 BAC 48,293 $59,621,143 40.85%
3.
First Tr Exch Traded Fd Iii - PFD SECS INC ETF
 461,875 $8,124,381 5.57%
4.
First Tr Exch Traded Fd Iii
 0 $0 0%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)