Stonebridge Wealth Management, LLC

Stonebridge Wealth Management, LLC reported 37 holdings worth US$112M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 17, 2026

Stonebridge Wealth Management, LLC reported 37 holdings worth US$112M as of Jun 30, 2026. Largest: Abbvie Inc., Sanara Medtech Inc. and Apple Inc. Filed Jul 17, 2026 (Form 13F).

Holdings
37
Value as reported
US$112M

The filing in full

CompanySharesValue as reported% of portfolio
Abbvie Inc.13,217US$3.33M3.0%
Sanara Medtech Inc.129KUS$3.05M2.7%
Apple Inc6,648US$1.92M1.7%
Johnson & Johnson4,946US$1.26M1.1%
Abbott Laboratories7,222US$655K0.59%
Usio, Inc.177KUS$439K0.39%
Microsoft Corp.1,048US$391K0.35%
Sanuwave Health, Inc.38,434US$384K0.34%
Alphabet Inc (google) Class C989US$353K0.32%
Jp Morgan Chase & Co.815US$267K0.24%
Wisdomtree, Inc.15,640US$265K0.24%
Marriott International700US$259K0.23%
Coca-cola Company (the)3,153US$256K0.23%
Visa Inc.595US$204K0.18%

Source

View original at SEC

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