Stonebridge Wealth Management, LLC
Top Portfolio Positions
11 positions ·
$10,954,873 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ABBV |
AbbVie Inc.
Healthcare
|
13,230 | $2,877,392 | 26.27% | |
| SMTI |
Sanara MedTech Inc.
Healthcare
|
136,899 | $2,351,924 | 21.47% | |
| AAPL |
Apple Inc.
Technology
|
7,118 | $1,806,477 | 16.49% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,946 | $1,209,000 | 11.04% | |
| ABT |
Abbott Laboratories
Healthcare
|
7,222 | $741,482 | 6.77% | |
| SNWV |
SANUWAVE Health, Inc.
Healthcare
|
37,184 | $642,911 | 5.87% | |
| MSFT |
Microsoft Corp
Technology
|
1,053 | $389,789 | 3.56% | |
| KO |
Coca Cola Co
Consumer Defensive
|
3,153 | $239,785 | 2.19% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
814 | $239,446 | 2.19% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
700 | $228,949 | 2.09% |
Portfolio Trend
4 quarters · across all stocks
Holdings in UHG
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $903,472 | 579,149 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,426,999 | 829,782 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,306,450 | 450,500 | Shares | Sole | 2025-08-27 | |
| No 13F history on record for this holder in this stock. | ||||||