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| Stonebridge Advisors LLC
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| |
|---|---|
| CRD # | 134017 |
| SEC # | 801-63899 |
| CIK # | 0001367441 |
| AUM | $10.0 BB (2024-06-17) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Phone | 203-762-0004 |
| Address | 10 Westport Road Wilton, CT 06897-4543 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| CSCO | 178.3 | 1.5 | |
| AVGO | 201.3 | 1.2 | |
| MSFT | 1,918.2 | 1.1 | |
| AAPL | 2,382.8 | 0.9 | |
| AMZN | 1,093.0 | 0.9 | |
| CRWD | 40.4 | 0.9 | |
| META | 434.9 | 0.8 | |
| PANW | 49.0 | 0.8 | |
| INFY | 77.4 | 0.7 | |
| QCOM | 147.4 | 0.6 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 0.1 |
| (b) Individuals (high net worth individuals) | 16 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 8.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 1.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 43 | 0.1 |
| (n) Other | 2 | 0.0 |
| Total | 4,104 | 10.0 |
| By Discretionary | ||
| Discretionary | 4,104 | 10.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,104 | 10.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.0 | |
| Total | 4,104 | 10.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001367441] | |
| 13F-NT | [0001367441] | |
| 3 | [0001367441] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Stonebridge Advisors LLC | |
| First Trust Intermediate Duration Preferred & Income Fund |
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