Long-term investor
Stonebridge Wealth Management, LLC @stonebridgewealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002082460).
Record
- Tracked since 2025-06-30 (454 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +380.0% · all +380.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 97717Y527 · 21.8% · long · since 2025-06-30
- 97717X271 · 9.0% · long · since 2025-06-30
- 97717W208 · 8.7% · long · since 2025-06-30
- 97717W802 · 7.2% · long · since 2025-06-30
- 97717W281 · 6.8% · long · since 2025-06-30
- 97717W877 · 5.7% · long · since 2025-06-30
- 97717W604 · 5.3% · long · since 2025-06-30
- 97717W315 · 4.6% · long · since 2025-06-30
- 97717X651 · 3.2% · long · since 2025-06-30
- ABBV · 3.0% · long · since 2025-06-30
- SMTI · 2.7% · long · since 2025-06-30
- 46138E362 · 2.2% · long · since 2025-06-30