STONEBRIDGE WEALTH MANAGEMENT, LLC

PrivateCIK: 2082460
Location

OAK BROOK, IL

36
Positions
$104.34M
Total AUM (reported)
3.47M
Total Shares

Allocation by class

TOTAL AUM$104.34M36 positions
FLOATNG RAT TREA$23.31M22.3%
COM$10.73M10.3%
DYNAMIC INTL SML$9.67M9.3%
US HIGH DIVIDEND$9.34M9.0%
ITL HIGH DIV FD$7.83M7.5%
EMG MKTS SMCAP$7.04M6.8%
GLB HIGH DIV FD$6.04M5.8%

Portfolio Concentration

Top 340.6%4–1035.6%11–2520.9%Rest2.9%TOP 1076.1%0%100%
Top 3$42.32M40.6%
4–10$37.10M35.6%
11–25$21.85M20.9%
Rest$3.06M2.9%

Top 3 weight

40.6%

Top 10 weight

76.1%

Voting Authority Distribution

Total shares with voting rights: 3.47M

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

3.47M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole36
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings36
Rows:

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares463K
TypeSH
Market value$23.31M
22.34%
Sole
0.00
Shared
0.00
None
463K

WISDOMTREE TR

SOLE
DYNAMIC INTL SML
Shares222.59K
TypeSH
Market value$9.67M
9.27%
Sole
0.00
Shared
0.00
None
222.59K

WISDOMTREE TR

SOLE
US HIGH DIVIDEND
Shares85.52K
TypeSH
Market value$9.34M
8.95%
Sole
0.00
Shared
0.00
None
85.52K

WISDOMTREE TR

SOLE
ITL HIGH DIV FD
Shares144.76K
TypeSH
Market value$7.83M
7.50%
Sole
0.00
Shared
0.00
None
144.76K

WISDOMTREE TR

SOLE
EMG MKTS SMCAP
Shares117.19K
TypeSH
Market value$7.04M
6.75%
Sole
0.00
Shared
0.00
None
117.19K

WISDOMTREE TR

SOLE
GLB HIGH DIV FD
Shares91.04K
TypeSH
Market value$6.04M
5.79%
Sole
0.00
Shared
0.00
None
91.04K

WISDOMTREE TR

SOLE
US SMALLCAP DIVD
Shares140.62K
TypeSH
Market value$5.05M
4.84%
Sole
0.00
Shared
0.00
None
140.62K

WISDOMTREE TR

SOLE
EMER MKT HIGH FD
Shares95.61K
TypeSH
Market value$4.75M
4.55%
Sole
0.00
Shared
0.00
None
95.61K

WISDOMTREE TR

SOLE
US S CAP QTY DIV
Shares66.29K
TypeSH
Market value$3.51M
3.36%
Sole
0.00
Shared
0.00
None
66.29K

ABBVIE INC

SOLE
COM
Shares13.23K
TypeSH
Market value$2.88M
2.76%
Sole
0.00
Shared
0.00
None
13.23K

INVESCO EXCH TRADED FD TR II

SOLE
S&P500 HDL VOL
Shares49.48K
TypeSH
Market value$2.45M
2.35%
Sole
0.00
Shared
0.00
None
49.48K

ISHARES TR

SOLE
INTL EQTY FACTOR
Shares60.66K
TypeSH
Market value$2.36M
2.27%
Sole
0.00
Shared
0.00
None
60.66K

SANARA MEDTECH INC

SOLE
COM
Shares136.90K
TypeSH
Market value$2.35M
2.25%
Sole
0.00
Shared
0.00
None
136.90K

ISHARES TR

SOLE
MSCI USA QUALITY
Shares30.11K
TypeSH
Market value$1.93M
1.85%
Sole
0.00
Shared
0.00
None
30.11K

APPLE INC

SOLE
COM
Shares7.12K
TypeSH
Market value$1.81M
1.73%
Sole
0.00
Shared
0.00
None
7.12K

WISDOMTREE TR

SOLE
ITL HDG QTLY DIV
Shares29.39K
TypeSH
Market value$1.42M
1.36%
Sole
0.00
Shared
0.00
None
29.39K

ISHARES INC

SOLE
EMNG MKTS EQT
Shares22.75K
TypeSH
Market value$1.38M
1.32%
Sole
0.00
Shared
0.00
None
22.75K

ISHARES INC

SOLE
EM MKTS DIV ETF
Shares39.75K
TypeSH
Market value$1.37M
1.31%
Sole
0.00
Shared
0.00
None
39.75K

WISDOMTREE TR

SOLE
US QTLY DIV GRT
Shares14.87K
TypeSH
Market value$1.31M
1.25%
Sole
0.00
Shared
0.00
None
14.87K

JANUS DETROIT STR TR

SOLE
HENDERSN SML ETF
Shares15.34K
TypeSH
Market value$1.22M
1.17%
Sole
0.00
Shared
0.00
None
15.34K

JOHNSON & JOHNSON

SOLE
COM
Shares4.95K
TypeSH
Market value$1.21M
1.16%
Sole
0.00
Shared
0.00
None
4.95K

WISDOMTREE TR

SOLE
INTL SMCAP DIV
Shares10.64K
TypeSH
Market value$867.2K
0.83%
Sole
0.00
Shared
0.00
None
10.64K

ISHARES TR

SOLE
INTERNATIONAL SL
Shares19.28K
TypeSH
Market value$805.6K
0.77%
Sole
0.00
Shared
0.00
None
19.28K

ABBOTT LABORATORIES

SOLE
COM
Shares7.22K
TypeSH
Market value$741.5K
0.71%
Sole
0.00
Shared
0.00
None
7.22K

SANUWAVE HEALTH INC

SOLE
COM
Shares37.18K
TypeSH
Market value$642.9K
0.62%
Sole
0.00
Shared
0.00
None
37.18K
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