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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
 463,001 $23,307,483 22.34%
2.
Wisdomtree Tr
 222,585 $9,673,556 9.27%
3.
Watford Holdings Ltd.
 WTRE 85,517 $9,340,167 8.95%
4.
Watford Holdings Ltd.
 WTRE 144,758 $7,829,960 7.5%
5.
Watford Holdings Ltd.
 WTRE 117,185 $7,042,817 6.75%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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