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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 $428,394,399
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wells Fargo & Company
 WFC 181,012 $216,421,567 50.51%
2.
Bank Of America Corp
 BAC 130,369 $157,131,148 36.67%
3.
First Tr Exch Traded Fd Iii
 1,972,113 $33,249,835 7.76%
4.
Invesco Exch Traded Fd Tr Ii
 1,866,818 $21,412,412 4.99%
5.
First Tr Exch Traded Fd Iii
 10,063 $179,437 0.04%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)