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Home > Institutional Investor > Stonebridge Wealth Management, Llc > 13F Holdings

Instuitional Investor - Stonebridge Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 448,805 $22,583,888 21.34%
2.
Wisdomtree Tr
 228,578 $9,824,303 9.28%
3.
Watford Holdings Ltd.
 WTRE 92,477 $9,416,008 8.9%
4.
Watford Holdings Ltd.
 WTRE 147,723 $7,623,186 7.2%
5.
Watford Holdings Ltd.
 WTRE 118,279 $6,770,306 6.4%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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