Stonebridge Financial Group, LLC / MO - Portfolio overview

Stonebridge Financial Group, LLC / MO has 164 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IOO - ISHARES TR, 5.59%
2. NVDA - NVIDIA CORPORATION, 4.60%
3. AAPL - APPLE INC, 4.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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