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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 $151,914,011
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wells Fargo & Company
 WFC 63,199 $74,205,036 48.85%
2.
Bank Of America Corp
 BAC 47,063 $57,088,089 37.58%
3.
First Tr Exch Traded Fd Iii - PFD SECS INC ETF
 1,088,208 $19,370,145 12.75%
4.
Ishares Tr
 40,767 $1,250,741 0.82%
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)