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Smithbridge Asset Management Inc/De

SMITHBRIDGE ASSET MANAGEMENT INC/DE
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001103245
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameSMITHBRIDGE ASSET MANAGEMENT INC/DE
Ticker–
CIK0001103245

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)DE
Geschäftsadresse116 COMMONS COURT, 19317 CHADDS FORD, PA
Telefon6103619141
EIN (IRS)23-2869588

Listing & Historie

Fiskaljahr-Ende31.12.

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO20.220.438020.220.438787.788.243Neu+100,0%
Strategic Financial Services, Inc.8.700.43108.700.431338.968.806Neu+100,0%
VANTAGEPOINT INVESTMENT ADVISERS LLC6.283.16706.283.167244.792.186Neu+100,0%
HALBERT HARGROVE GLOBAL ADVISORS, LLC3.417.2563.339.66977.587139.970.800Aufgestockt+2,3%
Tolleson Wealth Management, Inc.3.084.43903.084.439120.169.762Neu+100,0%
AMERIPRISE FINANCIAL INC2.477.79202.477.79296.360.938Neu+100,0%
Compound Planning, Inc.1.936.26201.936.26275.436.754Neu+100,0%
Clearwater Capital Advisors, LLC1.894.58201.894.58273.812.907Neu+100,0%
RAYMOND JAMES FINANCIAL INC1.414.07201.414.07255.092.247Neu+100,0%
Kestra Investment Management, LLC863.1140863.11433.626.934Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC861.8130861.81333.576.244Neu+100,0%
Corient Private Wealth LLC840.1850840.18532.733.604Neu+100,0%
WELLS FARGO & COMPANY/MN785.5150785.51530.603.678Neu+100,0%
Modern Wealth Management, LLC673.1140673.11426.675.519Neu+100,0%
Integrated Wealth Concepts LLC633.2530633.25324.671.525Neu+100,0%
MORGAN STANLEY626.3550626.35524.402.833Neu+100,0%
First Command Advisory Services, Inc.587.1690587.16922.876.110Neu+100,0%
Winthrop Advisory Group LLC545.342558.670-13.32822.337.188Reduziert-2,4%
AlphaCore Capital LLC557.7240557.72421.728.913Neu+100,0%
Thrive Wealth Management, LLC509.257342.155167.10220.859.154Aufgestockt+48,8%
CWM, LLC502.6830502.68319.584.537Neu+100,0%
JONES FINANCIAL COMPANIES LLLP477.4130477.41317.993.681Neu+100,0%
Weil Company, Inc.458.4770458.47717.862.262Neu+100,0%
Sequoia Financial Advisors, LLC371.000513.322-142.32215.196.160Reduziert-27,7%
UBS Group AG383.4450383.44514.939.017Neu+100,0%
Conrad Siegel Investment Advisors, Inc.360.909357.9242.98514.782.824Aufgestockt+0,8%
Acropolis Investment Management, LLC358.978363.258-4.28014.703.739Reduziert-1,2%
DDFG, Inc333.144322.92810.21613.645.589Aufgestockt+3,2%
BANK OF AMERICA CORP /DE/344.1030344.10313.406.252Neu+100,0%
Heck Capital Advisors, LLC326.954337.194-10.24013.392.053Reduziert-3,0%
LPL Financial LLC342.6070342.60713.347.981Neu+100,0%
Farther Finance Advisors, LLC296.493366.400-69.90712.144.368Reduziert-19,1%
GOLDMAN SACHS GROUP INC311.3270311.32712.129.300Neu+100,0%
HighTower Advisors, LLC301.6400301.64011.751.905Neu+100,0%
Obsido Oy300.7720300.77211.718.077Neu+100,0%
EXCHANGE TRADED CONCEPTS, LLC280.971236.53344.43811.508.572Aufgestockt+18,8%
Stokes Family Office, LLC270.1100270.11010.523.490Neu+100,0%
MERIDIAN MANAGEMENT CO266.7910266.79110.394.177Neu+100,0%
Brio Consultants, LLC223.5260223.5269.135.496Neu+100,0%
Northwest Wealth Advisors, LLC212.566194.09318.4738.706.694Aufgestockt+9,5%
PHILLIPS FINANCIAL MANAGEMENT, LLC201.6510201.6517.856.319Neu+100,0%
New Insight Wealth Advisors172.164137.76334.4017.051.836Aufgestockt+25,0%
Beirne Wealth Consulting Services, LLC155.260151.7723.4886.360.275Aufgestockt+2,3%
Avestar Capital, LLC151.417144.4766.9416.202.040Aufgestockt+4,8%
COMMONWEALTH EQUITY SERVICES, LLC151.210174.288-23.0786.193.550Reduziert-13,2%
SAGESPRING WEALTH PARTNERS, LLC154.3700154.3706.014.240Neu+100,0%
JANE STREET GROUP, LLC148.4460148.4465.783.456Neu+100,0%
OSAIC HOLDINGS, INC.144.9210144.9215.646.258Neu+100,0%
Citizens National Bank Trust Department137.225135.1542.0715.620.736Aufgestockt+1,5%
Kestra Advisory Services, LLC133.292100.58732.7055.459.648Aufgestockt+32,5%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
HALBERT HARGROVE GLOBAL ADVISORS, LLC3.417.2563.339.669+2,3%139.970.80037,83100 %17 Q
Winthrop Advisory Group LLC545.342558.670-2,4%22.337.1886,040 %2 Q
Thrive Wealth Management, LLC509.257342.155+48,8%20.859.1545,640 %15 Q
Sequoia Financial Advisors, LLC371.000513.322-27,7%15.196.1604,110 %3 Q
Conrad Siegel Investment Advisors, Inc.360.909357.924+0,8%14.782.8243,990 %3 Q
Acropolis Investment Management, LLC358.978363.258-1,2%14.703.7393,97100 %14 Q
DDFG, Inc333.144322.928+3,2%13.645.5893,691 %10 Q
Heck Capital Advisors, LLC326.954337.194-3,0%13.392.0533,62100 %17 Q
Farther Finance Advisors, LLC296.493366.400-19,1%12.144.3683,280 %15 Q
EXCHANGE TRADED CONCEPTS, LLC280.971236.533+18,8%11.508.5723,11100 %7 Q
Northwest Wealth Advisors, LLC212.566194.093+9,5%8.706.6942,353 %3 Q
New Insight Wealth Advisors172.164137.763+25,0%7.051.8361,918 %8 Q
Beirne Wealth Consulting Services, LLC155.260151.772+2,3%6.360.2751,720 %17 Q
Avestar Capital, LLC151.417144.476+4,8%6.202.0401,68100 %13 Q
COMMONWEALTH EQUITY SERVICES, LLC151.210174.288-13,2%6.193.5501,67–17 Q
Citizens National Bank Trust Department137.225135.154+1,5%5.620.7361,5299 %17 Q
Kestra Advisory Services, LLC133.292100.587+32,5%5.459.6481,48–12 Q
YHB Investment Advisors, Inc.129.07390.515+42,6%5.286.8301,43100 %2 Q
SigFig Wealth Management, LLC115.189118.892-3,1%4.710.0611,270 %17 Q
Ipsen Advisor Group LLC103.57498.778+4,9%4.242.4111,15100 %3 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.729,5385
31.03.2026✓19776,62.957
31.12.2025✓18371,62.696
30.09.2025✓17268,52.411
30.06.2025✓16765,62.088
31.03.2025✓15249,01.340

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Winthrop Advisory Group LLC558.67021.765.783
JANE STREET GROUP, LLC148.4465.783.456
YHB Investment Advisors, Inc.90.5153.526.464
DIVERSIFY WEALTH MANAGEMENT, LLC61.1922.454.410
Independent Advisor Alliance38.4061.496.312
Bleakley Financial Group, LLC31.3131.219.954
Composition Wealth, LLC29.1871.137.126
RITHOLTZ WEALTH MANAGEMENT28.3731.105.412
SHP Wealth Management17.922698.241
LexAurum Advisors, LLC17.574684.702

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO20.220.4381.153.967+6.1 %787.788.243
AMERIPRISE FINANCIAL INC2.477.7921.040.346+72.4 %96.360.938
Integrated Wealth Concepts LLC633.253597.067+1650.0 %24.671.525
GOLDMAN SACHS GROUP INC311.327295.820+1907.7 %12.129.300
RAYMOND JAMES FINANCIAL INC1.414.072251.777+21.7 %55.092.247
JONES FINANCIAL COMPANIES LLLP477.413230.349+93.2 %17.993.681
WELLS FARGO & COMPANY/MN785.515100.281+14.6 %30.603.678
Janney Montgomery Scott LLC136.32967.712+98.7 %5.311
Farther Finance Advisors, LLC366.40067.503+22.6 %14.520.421
New Insight Wealth Advisors137.76362.091+82.1 %5.367.246

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
Kestra Investment Management, LLC863.114-385.420-30.9 %33.626.934
Sequoia Financial Advisors, LLC513.322-279.533-35.3 %19.999.026
CWM, LLC502.683-181.562-26.5 %19.584.537
ENVESTNET ASSET MANAGEMENT INC861.813-151.934-15.0 %33.576.244
First Command Advisory Services, Inc.587.169-115.371-16.4 %22.876.110
VANTAGEPOINT INVESTMENT ADVISERS LLC6.283.167-90.603-1.4 %244.792.186
MORGAN STANLEY626.355-90.557-12.6 %24.402.833
Modern Wealth Management, LLC673.114-84.393-11.1 %26.675.519
Compound Planning, Inc.1.936.262-69.409-3.5 %75.436.754
AlphaCore Capital LLC557.724-62.854-10.1 %21.728.913

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