The Analysis of Stonebridge Wealth Management, LLC's Holdings
Currently, Stonebridge Wealth Management, LLC holds 36 types of securities in its portfolio with a total value $116.6M. In the most recent quarter, they have increased their positions in UHG (+379.3K shares, valued at $1.6M), GOOG (+1.0K shares, valued at $243.6K), V (+595 shares, valued at $203.1K); decreased their positions in USFR (-16.2K shares, valued at $812.2K), IDR (-18.3K shares, valued at $619.9K), DHS (-2.3K shares, valued at $235.3K); initiated new positions in GOOG (+1.0K shares, valued at $243.6K), V (+595 shares, valued at $203.1K), IZEA (+13.9K shares, valued at $51.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
USFR WISDOMTREE TR398.7K shares-3.89%2025-09-302025-10-17
DDLS WISDOMTREE TR235.3K shares0.52%2025-09-302025-10-17 DHS WISDOMTREE TR96.1K shares-2.37%2025-09-302025-10-17 DES WISDOMTREE TR229.1K shares0.30%2025-09-302025-10-17 DTH WISDOMTREE TR149.5K shares0.90%2025-09-302025-10-17 DGS WISDOMTREE TR119.6K shares-1.80%2025-09-302025-10-17 DEW WISDOMTREE TR91.1K shares-2.48%2025-09-302025-10-17 DEM WISDOMTREE TR102.6K shares-0.56%2025-09-302025-10-17 DGRS WISDOMTREE TR81.3K shares-4.59%2025-09-302025-10-17 SMTI SANARA MEDTECH INC114.6K shares-4.25%2025-09-302025-10-17 UHG UNITED HOMES GROUP INC829.8K shares84.19%2025-09-302025-10-17 SPHD INVESCO EXCH TRADED FD TR II64.2K shares-1.26%2025-09-302025-10-17 ABBV ABBVIE INC13.3K shares0.00%2025-09-302025-10-17 INTF ISHARES TR66.0K shares0.20%2025-09-302025-10-17 GARP ISHARES TR34.7K shares-0.70%2025-09-302025-10-17 SLYG SPDR SERIES TRUST20.3K shares-0.95%2025-09-302025-10-17 AAPL APPLE INC7.1K shares0.27%2025-09-302025-10-17 SNWV SANUWAVE HEALTH INC46.9K shares-9.07%2025-09-302025-10-17 IHDG WISDOMTREE TR34.1K shares-2.19%2025-09-302025-10-17 DGRW WISDOMTREE TR17.6K shares-5.75%2025-09-302025-10-17 EMGF ISHARES INC26.4K shares-0.99%2025-09-302025-10-17 ABT ABBOTT LABS7.2K shares0.00%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON4.9K shares0.00%2025-09-302025-10-17 ISCF ISHARES TR20.8K shares-1.32%2025-09-302025-10-17 DLS WISDOMTREE TR10.7K shares-1.85%2025-09-302025-10-17 MSFT MICROSOFT CORP1.0K shares0.67%2025-09-302025-10-17 JPM JPMORGAN CHASE & CO.971 shares0.00%2025-09-302025-10-17 MTUM ISHARES TR1.0K shares-0.96%2025-09-302025-10-17 GOOG ALPHABET INC1.0K sharesnew addition2025-09-302025-10-17 IDR IDAHO STRATEGIC RESOURCES6.7K shares-73.13%2025-09-302025-10-17 WT WISDOMTREE INC16.1K shares0.00%2025-09-302025-10-17 KO COCA COLA CO3.3K shares0.00%2025-09-302025-10-17 V VISA INC595 sharesnew addition2025-09-302025-10-17 IZEA IZEA WORLDWIDE INC13.9K sharesnew addition2025-09-302025-10-17 MRNOW MURANO GLOBAL INVTS PLC123.1K shares20.10%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available