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| Happy Holidays!! thanks for using AUM13F!! |
| Stonebridge Capital Advisors LLC
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| CRD # | 111447 |
| SEC # | 801-53760 |
| CIK # | 0001600035 |
| AUM | $2.3 B (2025-03-31) |
| Employees | 31 (42% Investors, 0% Brokers) |
| Phone | 651-251-1000 |
| Address | 2550 University Avenue West St Paul, MN 55114-1017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 65.8 | ||
| Apple Inc | 59.8 | ||
| Alphabet Inc | 46.9 | ||
| Amazon Com Inc | 46.9 | ||
| Facebook Inc | 38.9 | ||
| J P Morgan Chase & Co | 35.0 | ||
| Oracle Corp | 32.7 | ||
| McDonalds Corp | 28.9 | ||
| Nvidia Corp | 26.6 | ||
| BlackRock Inc | 22.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,091 | 0.4 |
| (b) Individuals (high net worth individuals) | 466 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (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 | 27 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 14 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,982 | 2.3 |
| By Discretionary | ||
| Discretionary | 2,928 | 2.2 |
| Non-Discretionary | 54 | 0.1 |
| Total | 2,982 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 2,982 | 2.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001600035] |
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|---|---|---|
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Rothschild Investment LLC
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IL | 2.3 |
|
LarrainVial Asset Management Administradora General de Fondos Sa
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2.3 | |
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Embree Financial Group
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IL | 2.3 |
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Phillips and Company Advisors LLC
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OR | 2.3 |
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EFS Advisors LLC
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MN | 2.3 |
|
Mitchell McLeod Pugh & Williams Inc
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2.3 | |
|
Garde Capital Inc
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|
WA | 2.3 |
|
Hilltop Securities Inc
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|
TX | 2.3 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
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|
IL | 2.2 |
|
Multnomah Group Inc
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|
OR | 2.2 |