WealthBridge Investment Counsel

WealthBridge Investment Counsel as of March 31, 2024

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