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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 $149,940,720
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Bank Of America Corp
 BAC 48,352 $58,953,176 39.31%
2.
Wells Fargo & Company
 WFC 36,497 $43,588,823 29.07%
3.
First Tr Exch Traded Fd Iii - PFD SECS INC ETF
 2,289,907 $40,531,359 27.03%
4.
First Tr Exch Traded Fd Iii
 367,239 $6,867,362 4.58%
5.
Ishares Tr
 0 $0 0%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)