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Size ($ in 1000's)
At 03/31/2024: $481,248 At 12/31/2023: $428,394
Stonebridge Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Stonebridge Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Stonebridge Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Stonebridge Advisors LLC.
In the Stonebridge Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Stonebridge Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Stonebridge Advisors LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
WELLS FARGO CO NEW |
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$264,604 | WFC.PRL | 217,004 | +35,992 | $264,604 | BANK AMERICA CORP |
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$157,609 | BAC.PRL | 132,030 | +1,661 | $157,609 | SPDR SER TR (BIL) |
390,864 |
+390,864 |
$35,881 | BIL | 390,864 | +390,864 | $35,881 | INVESCO EXCH TRADED FD TR II (PGX) |
1,682,794 |
-184,024 |
$19,992 | PGX | 1,682,794 | -184,024 | $19,992 |
See Full List: All Stocks Held By Stonebridge Advisors LLC
— Including: Biggest new positions Biggest exits Biggest increased positions
See Details: Top 10 Stocks Held By Stonebridge Advisors LLC
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