StockDriftsStockDriftsTop 35 Stonebridge Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 22.34% | 463.0K | $23.3M | +3.16%(+14.20K) | $50.31(+0.13%) | 2026-03-31 | |
| DDLS | WISDOMTREE TR | 9.27% | 222.6K | $9.7M | -2.62%(-5.99K) | $37.65(+19.39%) | 2026-03-31 | |
| DHS | WISDOMTREE TR | 8.95% | 85.5K | $9.3M | -7.53%(-6.96K) | $96.96(+14.88%) | 2026-03-31 | |
| DTH | WISDOMTREE TR | 7.5% | 144.8K | $7.8M | -2.01%(-2.96K) | $44.52(+25.28%) | 2026-03-31 | |
| DGS | WISDOMTREE TR | 6.75% | 117.2K | $7.0M | -0.92%(-1.09K) | $51.95(+24.89%) | 2026-03-31 | |
| DEW | WISDOMTREE TR | 5.79% | 91.0K | $6.0M | +3.70%(+3.25K) | $56.72(+20.57%) | 2026-03-31 | |
| DES | WISDOMTREE TR | 4.84% | 140.6K | $5.1M | -4.10%(-6.01K) | $31.84(+21.50%) | 2026-03-31 | |
| DEM | WISDOMTREE TR | 4.55% | 95.6K | $4.8M | -2.95%(-2.90K) | $43.67(+22.35%) | 2026-03-31 | |
| DGRS | WISDOMTREE TR | 3.36% | 66.3K | $3.5M | -11.56%(-8.66K) | $46.54(+21.98%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.76% | 13.2K | $2.9M | +0.10%(+13) | $195.48(+5.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.92% | +15.49% |
| Top 20 Holdings Unweighted | +4.56% | +14.33% |
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