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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 $83,036,321
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wells Fargo & Company
 WFC 59,744 $69,142,288 83.27%
2.
Invesco Exch Traded Fd Tr Ii - PFD ETF
 1,230,714 $13,340,959 16.07%
3.
Ishares Trust
 IEF 5,071 $553,074 0.67%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.