Stonebridge Financial Group, LLC
Stonebridge Financial Group, LLC is an SEC-registered investment adviser headquartered in Wormleysburg, Pennsylvania. The firm was founded in 2013 and employs approximately 26 professionals. Stonebridge serves a diverse client base including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and businesses, with a focus on helping clients achieve their financial goals through tailored investment and financial planning services.
Investment Strategy
Stonebridge Financial Group, LLC provides investment advisory and portfolio management services tailored to the unique needs of their clients. Their investment strategy emphasizes diversification across asset classes and active asset allocation to help manage risk and achieve long-term growth, with a blend of equity, fixed income, and alternative investment solutions. The firm’s services often incorporate financial planning, retirement planning, and wealth management to address both accumulation and risk mitigation. Their approach is client-centric, with a strong emphasis on disciplined processes and fiduciary responsibility.
Top Holdings
Equity Positions (237)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SMMU | PIMCO ETF TR | 4.68% | $53.2M | 1,051,132 | $49.98 | $50.57 | -$198.9K |
D DGRO | ISHARES TR | 4.67% | $53.0M | 778,328 | $61.43 | $68.08 | +$3.4M |
C CGCP | CAPITAL GRP FIXED INCM ETF T | 3.78% | $42.9M | 1,887,197 | $22.36 | $22.72 | +$6.0M |
U USFR | WISDOMTREE TR | 3.20% | $36.3M | 722,793 | $50.32 | $50.27 | +$410.3K |
G GLD | SPDR GOLD TR | 3.11% | $35.4M | 99,478 | $279.51 | $355.47 | +$5.2M |