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| Stonebridge Advisors LLC
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|---|---|
| CRD # | 134017 |
| SEC # | 801-63899 |
| CIK # | 0001367441 |
| AUM | 11.83 B (2026-03-18) |
| Employees | 15 (60% Investors, 7% Brokers) |
| Phone | 203-762-0004 |
| Address | 10 Westport Road Wilton, CT 06897-4543 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.8 | ||
| Cisco Systems Inc | 1.7 | ||
| Broadcom Inc | 1.6 | ||
| Microsoft Corp | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| Apple Inc | 1.3 | ||
| Facebook Inc | 1.1 | ||
| Palo Alto Networks Inc | 1.0 | ||
| CrowdStrike Holdings Inc | 1.0 | ||
| Fortinet Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 0.1 |
| (b) Individuals (high net worth individuals) | 11 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 10.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 0.1 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 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 | 5 | 0.0 |
| (n) Other | 2 | 0.0 |
| Total | 3,739 | 11.8 |
| By Discretionary | ||
| Discretionary | 3,739 | 11.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,739 | 11.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.8 | |
| Total | 3,739 | 11.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001367441] | |
| 13F-NT | [0001367441] | |
| 3 | [0001367441] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.4B |
| Clients | 10 (1 non-US) |
| Serves | Institutional, Retail |
| LEI | 254900FNIG91P6HRKG39 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Stonebridge Advisors LLC | |
| First Trust Intermediate Duration Preferred & Income Fund |
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|---|---|---|
|
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