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WealthBridge Investment Counsel

Latest statistics and disclosures from WealthBridge Investment Counsel's latest quarterly 13F-HR filing:

Top 5 stock holdings are JPM, ETN, V, MRK, EFA, and represent 22.06% of WealthBridge Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: IWM, DHR, ORCL, AMZN, SBUX, LHX, LYB, STZ, MSFT, VEU.
Started 1 new stock position in IWM.
Reduced shares in these 10 stocks: FTRE, EEM, ETN, GILD, JPM, AAPL, EFA, CVS, GS, VGK.
Sold out of its position in FTRE.
WealthBridge Investment Counsel was a net seller of stock by $-2.5M.
WealthBridge Investment Counsel has $270M in assets under management (AUM), dropping by 7.80%.
Central Index Key (CIK): 0001799425

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Portfolio Holdings for WealthBridge Investment Counsel

WealthBridge Investment Counsel holds 43 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
JP Morgan Chase Common Stock (JPM)	5.2	$14M		70k	200.30	View chart
Eaton Common Stock (ETN)	4.4	$12M	-2%	38k	312.69	View chart
Visa Common Stock (V)	4.2	$11M		40k	279.07	View chart
Merck Common Stock (MRK)	4.1	$11M		85k	131.95	View chart
iShares MSCI EAFE Etp (EFA)	4.1	$11M		138k	79.86	View chart
Goldman Sachs Common Stock (GS)	4.0	$11M		26k	417.68	View chart
Oracle Common Stock (ORCL)	3.9	$10M		83k	125.61	View chart
Amazon.com Common Stock (AMZN)	3.6	$9.6M		53k	180.38	View chart
iShares MSCI Emerging Market Etp (EEM)	3.5	$9.5M	-4%	231k	41.08	View chart
FedEx Common Stock (FDX)	3.5	$9.4M		32k	289.73	View chart
MetLife Common Stock (MET)	3.2	$8.7M		118k	74.11	View chart
Apple Common Stock (AAPL)	3.2	$8.7M	-2%	51k	171.47	View chart
Vanguard FTSE Europe Index Etp (VGK)	2.9	$7.8M		115k	67.34	View chart
Walt Disney Common Stock (DIS)	2.8	$7.7M		63k	122.36	View chart
Laboratory Corp Common Stock (LH)	2.8	$7.4M		34k	218.46	View chart
Microsoft Common Stock (MSFT)	2.7	$7.2M		17k	420.73	View chart
Abbott Laboratories Common Stock (ABT)	2.7	$7.2M		63k	113.66	View chart
Constellation Brands Common Stock (STZ)	2.6	$7.1M		26k	271.76	View chart
Citigroup Common Stock (C)	2.6	$7.0M		111k	63.24	View chart
CVS Caremark Common Stock (CVS)	2.5	$6.7M		84k	79.75	View chart
Starbucks Common Stock (SBUX)	2.4	$6.5M		71k	91.40	View chart
AbbVie Common Stock (ABBV)	2.4	$6.5M		36k	182.09	View chart
Medtronic Common Stock (MDT)	2.4	$6.4M		74k	87.15	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.3	$6.1M		11k	581.19	View chart
Owens Corning Common Stock (OC)	2.2	$5.9M		35k	166.80	View chart
Northrop Grumman Common Stock (NOC)	2.1	$5.7M		12k	478.62	View chart
Verizon Communications Common Stock (VZ)	2.0	$5.5M		131k	41.96	View chart
Gilead Sciences Common Stock (GILD)	2.0	$5.4M	-4%	74k	73.26	View chart
L3Harris Technologies Common Stock (LHX)	2.0	$5.4M		25k	213.09	View chart
Vanguard FTSE Emerging Markets Index Etp (VWO)	1.7	$4.5M		109k	41.77	View chart
Coca-Cola Common Stock (KO)	1.5	$3.9M		65k	61.18	View chart
Danaher Common Stock (DHR)	1.5	$3.9M	+5%	16k	249.73	View chart
Intel Common Stock (INTC)	1.3	$3.6M		81k	44.17	View chart
ConocoPhillips Common Stock (COP)	1.3	$3.5M		28k	127.30	View chart
LyondellBasell Common Stock (LYB)	1.2	$3.3M		32k	102.28	View chart
Global X Cybersecurity Index Etp (BUG)	1.1	$2.8M		95k	29.75	View chart
Vanguard FTSE Pacific Index Etp (VPL)	0.7	$1.8M		24k	76.03	View chart
SPDR S&P 500 Etp (SPY)	0.6	$1.5M		2.9k	523.17	View chart
iShares S&P Europe 350 Etp (IEV)	0.4	$1.0M	-6%	19k	55.67	View chart
Vanguard FTSE All-World Ex US Etp (VEU)	0.2	$511k	+5%	8.7k	58.70	View chart
Mastercard Common Stock (MA)	0.1	$304k		632.00	481.01	View chart
Analog Devices Common Stock (ADI)	0.1	$240k		1.2k	197.53	View chart
iShares Russell 2000 Index Etp (IWM)	0.1	$215k	NEW	1.0k	210.37	View chart

Past Filings by WealthBridge Investment Counsel

SEC 13F filings are viewable for WealthBridge Investment Counsel going back to 2019

WealthBridge Investment Counsel 2024 Q1 filed April 19, 2024
WealthBridge Investment Counsel 2023 Q4 filed Jan. 17, 2024
WealthBridge Investment Counsel 2023 Q3 filed Oct. 17, 2023
WealthBridge Investment Counsel 2023 Q2 filed July 26, 2023
WealthBridge Investment Counsel 2023 Q1 filed April 19, 2023
WealthBridge Investment Counsel 2022 Q4 filed Feb. 2, 2023
WealthBridge Investment Counsel 2022 Q3 filed Oct. 13, 2022
WealthBridge Investment Counsel 2022 Q2 filed July 26, 2022
WealthBridge Investment Counsel 2022 Q1 filed April 5, 2022
WealthBridge Investment Counsel 2021 Q4 filed Jan. 24, 2022
WealthBridge Investment Counsel 2021 Q3 filed Oct. 20, 2021
WealthBridge Investment Counsel 2021 Q2 filed Aug. 3, 2021
WealthBridge Investment Counsel 2021 Q1 filed April 26, 2021
WealthBridge Investment Counsel 2020 Q4 filed Feb. 3, 2021
WealthBridge Investment Counsel 2020 Q3 filed Oct. 30, 2020
WealthBridge Investment Counsel 2020 Q2 restated filed Aug. 7, 2020

View all past filings

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