SWM
Stonebridge Wealth Management LLC Portfolio
Invests via Stonebridge Wealth Management LLC | Managed by Bill Laipple, Christopher Plahm
Invests via Stonebridge Wealth Management LLC
Managed by Bill Laipple, Christopher Plahm
Automatically Tracked
Company Profile
A regional wealth and advisory firm focused on high-net-worth individuals, retirement plans and family offices, Stonebridge Wealth Management LLC provides fiduciary financial planning, investment management and retirement income strategies. The firm emphasizes multi-asset portfolios, fee-based advisory models and tax-aware asset allocation. Typical positioning targets affluent households and small institutions seeking outsourced CIO services, estate planning coordination and customized wealth transition solutions.
A regional wealth and advisory firm focused on high-net-worth individuals, retirement plans and family offices, Stonebridge Wealth Management LLC provides fiduciary financial planning, investment management and retirement income strategies. The firm emphasizes multi-asset portfolios, fee-based advisory models and tax-aware asset allocation. Typical positioning targets affluent households and small institutions seeking outsourced CIO services, estate planning coordination and customized wealth transition solutions.
Investment Philosophy & Strategy
Operates a fiduciary, client-first investment approach emphasizing multi‑asset diversification, tax‑aware asset allocation and fee‑based advisory alignment. Portfolios blend low‑cost passive core exposures with selective active and alternative sleeves to manage downside risk and generate retirement income. Capital allocation is liability‑aware and tailored to affluent households, family offices and retirement plans, leveraging outsourced-CIO capabilities, estate and succession planning coordination, and tactical tilts for income, tax efficiency and long-term wealth preservation.
Operates a fiduciary, client-first investment approach emphasizing multi‑asset diversification, tax‑aware asset allocation and fee‑based advisory alignment. Portfolios blend low‑cost passive core exposures with selective active and alternative sleeves to manage downside risk and generate retirement income. Capital allocation is liability‑aware and tailored to affluent households, family offices and retirement plans, leveraging outsourced-CIO capabilities, estate and succession planning coordination, and tactical tilts for income, tax efficiency and long-term wealth preservation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
10.15%
Gain -0.36%
Monthly
0.77%
Yearly
9.65%
Drawdown
8.19%
$112.46M
Equity
Holdings
$112.46M
Investment
$99.8M
$10.72M
Profit -$423,274.36
Realized
-$1.95M
Unrealized
$12.66M
Dividends
$3.42M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$423,274.36
Win %
83%
This Week
Compared To Last Week
Gain
0.28%
Profit
$308,985.6
Win %
83%
This Month
Compared to last month
Gain
0.54%
Profit
$600,848.61
Win %
83%
This Year
Compared to last year
Gain
0.53%
Profit
$588,298.87
Win %
78%
ABT Abbott Laboratories
+1.86%
+$13,288.48 
JNJ Johnson & Johnson
+1.25%
+$15,481.03 
DTH WisdomTree International High Dividend Fund
+0.29%
+$23,955.7 
DEW WisdomTree Global High Dividend Fund
+0.2%
+$12,930.98 
AAPL Apple Inc.
+0.14%
+$3,191.04 
DVYE iShares Emerging Markets Dividend ETF
+0.09%
+$1,254.08 
USFR WisdomTree Floating Rate Treasury Fund
+0.04%
+$9,654.4 
ABBV AbbVie Inc.
+0.04%
+$1,321.83 
MRNOW Murano Global B.V.
0%
$0 
USIO Usio Inc.
-4.93%
-$19,479.24 
KO The Coca-Cola Company
-3.95%
-$10,578.32 
SNWV Sanuwave Health Inc.
-3.91%
-$9,992.84 
GOOG Alphabet Inc
-2.17%
-$7,690 
MSFT Microsoft Corp.
-1.83%
-$7,681.86 
V Visa Inc. Class A
-1.79%
-$3,885.36 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.59%
-$117,940 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.35%
-$20,903.61 
MAR Marriott International Inc. - Class A
-1.3%
-$3,381.01 
SMTI Sanara MedTech Inc.
-1.26%
-$41,424.64 
GARP iShares MSCI USA Quality GARP ETF
-1.26%
-$29,979.89 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-1.09%
-$15,284.14 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.82%
-$49,867.8 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
-0.82%
-$6,809.04 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.81%
-$29,929.01 
DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund
-0.79%
-$80,786.64 
DLS WisdomTree International SmallCap Dividend Fund
-0.72%
-$6,485.69 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.62%
-$31,709.04 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.62%
-$15,911.94 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.59%
-$2,942.35 
JPM JPMorgan Chase & Co.
-0.57%
-$1,597.39 
INTF iShares International Equity Factor ETF
-0.56%
-$13,734.62 
WT WisdomTree, Inc.
-0.55%
-$1,720.42 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.54%
-$7,771.43 
MTUM iShares MSCI USA Momentum Factor ETF
-0.43%
-$1,354.32 
DHS WisdomTree U.S. High Dividend Fund
-0.33%
-$32,571.32 
PWV Invesco Large Cap Value ETF
-0.13%
-$760.6 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-0.04%
-$527.3 Events
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Dividends
Dividend Analysis
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| Trades 152 | Longs Won 123/152 80% | Profit Factor 3.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $333,196.98 |
| Average Win $129,645.09 | Best Trade (Jul 18) $1.75M | Sharpe Ratio -399.29 |
| Average Loss -$180,345.07 | Worst Trade (Jul 18) -$984,260.26 | Z-Score 10.74 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 1d | Expectancy $70,502.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 623 | 561 | 499 | 436 | 374 | 312 | 249 | 187 | 125 | 62 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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