STONEBRIDGE FINANCIAL GROUP, LLC / MO

PrivateCIK: 2109198
Location

ST. LOUIS, MO

165
Positions
$118.61M
Total AUM (reported)
1.47M
Total Shares

Allocation by class

TOTAL AUM$118.61M165 positions
COM$51.25M43.2%
GLOBAL 100 ETF$6.63M5.6%
FOCUSED LAR CAP$3.72M3.1%
SHORT DURATION H$3.56M3.0%
VALUE ETF$3.53M3.0%
CL A$3.35M2.8%
MRNGSTR WDE MOAT$3.01M2.5%

Portfolio Concentration

Top 314.4%4–1017.9%11–2519.6%Rest48.1%TOP 1032.3%0%100%
Top 3$17.12M14.4%
4–10$21.20M17.9%
11–25$23.25M19.6%
Rest$57.04M48.1%

Top 3 weight

14.4%

Top 10 weight

32.3%

Voting Authority Distribution

Total shares with voting rights: 1.47M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.47M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole165
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings165
Rows:

ISHARES TR

SOLE
GLOBAL 100 ETF
Shares54.80K
TypeSH
Market value$6.63M
5.59%
Sole
0.00
Shared
0.00
None
54.80K

NVIDIA CORPORATION

SOLE
COM
Shares31.28K
TypeSH
Market value$5.45M
4.60%
Sole
0.00
Shared
0.00
None
31.28K

APPLE INC

SOLE
COM
Shares19.84K
TypeSH
Market value$5.03M
4.24%
Sole
0.00
Shared
0.00
None
19.84K

PUTNAM ETF TRUST

SOLE
FOCUSED LAR CAP
Shares80.18K
TypeSH
Market value$3.72M
3.14%
Sole
0.00
Shared
0.00
None
80.18K

AB ACTIVE ETFS INC

SOLE
SHORT DURATION H
Shares100.34K
TypeSH
Market value$3.56M
3.00%
Sole
0.00
Shared
0.00
None
100.34K

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares18K
TypeSH
Market value$3.53M
2.98%
Sole
0.00
Shared
0.00
None
18K

VANECK ETF TRUST

SOLE
MRNGSTR WDE MOAT
Shares31.13K
TypeSH
Market value$3.01M
2.54%
Sole
0.00
Shared
0.00
None
31.13K

MICROSOFT CORP

SOLE
COM
Shares7.47K
TypeSH
Market value$2.76M
2.33%
Sole
0.00
Shared
0.00
None
7.47K

ALPHABET INC

SOLE
CAP STK CL A
Shares8.66K
TypeSH
Market value$2.49M
2.10%
Sole
0.00
Shared
0.00
None
8.66K

FIDELITY COVINGTON TRUST

SOLE
BLUE CHIP GRWTH
Shares42.19K
TypeSH
Market value$2.11M
1.78%
Sole
0.00
Shared
0.00
None
42.19K

ISHARES TR

SOLE
RUS 1000 GRW ETF
Shares4.88K
TypeSH
Market value$2.08M
1.76%
Sole
0.00
Shared
0.00
None
4.88K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares3.50K
TypeSH
Market value$2.02M
1.70%
Sole
0.00
Shared
0.00
None
3.50K

ALPHABET INC

SOLE
CAP STK CL C
Shares6.80K
TypeSH
Market value$1.95M
1.64%
Sole
0.00
Shared
0.00
None
6.80K

AMEREN CORP

SOLE
COM
Shares16.17K
TypeSH
Market value$1.78M
1.50%
Sole
0.00
Shared
0.00
None
16.17K

WALMART INC

SOLE
COM
Shares13.40K
TypeSH
Market value$1.66M
1.40%
Sole
0.00
Shared
0.00
None
13.40K

BROADCOM INC

SOLE
COM
Shares5.08K
TypeSH
Market value$1.57M
1.32%
Sole
0.00
Shared
0.00
None
5.08K

FIRST TR EXCHANGE-TRADED ALP

SOLE
COM SHS
Shares9.40K
TypeSH
Market value$1.49M
1.26%
Sole
0.00
Shared
0.00
None
9.40K

META PLATFORMS INC

SOLE
CL A
Shares2.54K
TypeSH
Market value$1.45M
1.22%
Sole
0.00
Shared
0.00
None
2.54K

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares12.56K
TypeSH
Market value$1.39M
1.17%
Sole
0.00
Shared
0.00
None
12.56K

PACER FDS TR

SOLE
US CASH COWS 100
Shares22.05K
TypeSH
Market value$1.38M
1.16%
Sole
0.00
Shared
0.00
None
22.05K

VICTORY PORTFOLIOS II

SOLE
SHARES FREE CASH
Shares34K
TypeSH
Market value$1.34M
1.13%
Sole
0.00
Shared
0.00
None
34K

AMAZON COM INC

SOLE
COM
Shares6.22K
TypeSH
Market value$1.30M
1.09%
Sole
0.00
Shared
0.00
None
6.22K

ELI LILLY & CO

SOLE
COM
Shares1.40K
TypeSH
Market value$1.28M
1.08%
Sole
0.00
Shared
0.00
None
1.40K

AIM ETF PRODUCTS TRUST

SOLE
ALLIANZIM BUF 15
Shares47.14K
TypeSH
Market value$1.28M
1.08%
Sole
0.00
Shared
0.00
None
47.14K

CAPITAL GROUP GBL GROWTH EQT

SOLE
SHS CREATION UNI
Shares38.05K
TypeSH
Market value$1.27M
1.07%
Sole
0.00
Shared
0.00
None
38.05K
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