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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
 482,720 $24,304,938 21.76%
2.
Wisdomtree Tr
 227,568 $10,024,821 8.98%
3.
Watford Holdings Ltd.
 WTREP 85,714 $9,744,379 8.72%
4.
Watford Holdings Ltd.
 WTREP 147,966 $8,006,440 7.17%
5.
Watford Holdings Ltd.
 WTREP 117,940 $7,631,866 6.83%
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.