WealthBridge Capital Management

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

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Positions held by WealthBridge Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WealthBridge Capital Management

WealthBridge Capital Management holds 200 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.8 $35M +4% 60k 588.68
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.1 $18M +3% 105k 175.23
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.8 $17M 30k 586.07
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.3 $15M 34k 453.28
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Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 4.1 $15M +10% 131k 112.06
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Apple (AAPL) 3.8 $14M 55k 250.42
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Invesco Qqq Tr Unit Ser 1 (QQQ) 3.4 $12M +8% 24k 511.23
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Amazon (AMZN) 3.1 $11M 51k 219.39
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NVIDIA Corporation (NVDA) 2.0 $7.2M 54k 134.29
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Vanguard Whitehall Fds High Div Yld (VYM) 2.0 $7.0M 55k 127.59
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Ishares Tr Expnd Tec Sc Etf (IGM) 2.0 $7.0M 69k 102.09
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Alphabet Cap Stk Cl C (GOOG) 1.7 $6.2M 32k 190.44
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Vanguard Specialized Funds Div App Etf (VIG) 1.6 $5.8M +2% 29k 195.83
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Ishares Tr U.s. Tech Etf (IYW) 1.6 $5.6M 35k 159.52
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Microsoft Corporation (MSFT) 1.5 $5.5M 13k 421.52
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Spdr Gold Tr Gold Shs (GLD) 1.4 $5.0M +3% 21k 242.13
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Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 1.3 $4.8M -4% 234k 20.59
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Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $4.6M 16k 289.80
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Ishares Tr Msci Usa Min Vol (USMV) 1.2 $4.5M +4% 51k 88.79
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Emerson Electric (EMR) 1.2 $4.5M 36k 123.93
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Eli Lilly & Co. (LLY) 1.2 $4.3M +5% 5.5k 771.98
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Ishares Tr Ultra Short-term (ICSH) 1.2 $4.2M +5% 83k 50.43
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Ishares Tr Russell 2000 Etf (IWM) 1.1 $4.0M +3% 18k 220.96
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.9 $3.4M 14k 243.17
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Select Sector Spdr Tr Indl (XLI) 0.9 $3.3M +5% 25k 131.76
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.9 $3.2M +2% 77k 41.61
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Mastercard Incorporated Cl A (MA) 0.8 $2.9M 5.5k 526.57
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First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.8 $2.9M +16% 24k 119.34
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Tesla Motors (TSLA) 0.7 $2.7M 6.7k 403.84
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JPMorgan Chase & Co. (JPM) 0.7 $2.6M 11k 239.70
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.7 $2.5M +4% 26k 99.55
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $2.5M +4% 4.4k 569.55
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $2.5M 6.2k 401.59
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Ishares Tr S&p 500 Val Etf (IVE) 0.7 $2.4M 13k 190.88
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Meta Platforms Cl A (META) 0.7 $2.4M 4.1k 585.56
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Alps Etf Tr Alerian Mlp (AMLP) 0.7 $2.3M +10% 49k 48.16
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $2.3M 33k 70.00
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Wisdomtree Tr Us Ai Enhanced (AIVL) 0.6 $2.3M 22k 106.52
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Abbvie (ABBV) 0.6 $2.2M +2% 13k 177.69
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Global X Fds Us Infr Dev Etf (PAVE) 0.6 $2.2M +22% 55k 40.41
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First Tr Exchange-traded Rba Indl Etf (AIRR) 0.6 $2.1M +23% 28k 77.04
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Ishares Tr Select Divid Etf (DVY) 0.6 $2.0M 15k 131.29
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Progressive Corporation (PGR) 0.5 $2.0M 8.2k 239.62
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Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.5 $1.9M -4% 64k 30.10
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $1.8M 4.3k 425.54
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Invesco Van Kampen Bond Fund (VBF) 0.5 $1.8M +23% 116k 15.43
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Exxon Mobil Corporation (XOM) 0.4 $1.6M +4% 15k 107.57
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.6M -2% 8.2k 189.31
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.4 $1.5M +4% 86k 17.70
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $1.5M -12% 11k 137.57
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Wisdomtree Tr Us Largecap Divd (DLN) 0.4 $1.5M 19k 77.79
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Visa Com Cl A (V) 0.4 $1.4M +2% 4.6k 316.03
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Procter & Gamble Company (PG) 0.4 $1.4M -3% 8.5k 167.65
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Iron Mountain (IRM) 0.4 $1.4M +2% 13k 105.11
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Netflix (NFLX) 0.4 $1.4M 1.6k 891.32
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.4M 2.00 680920.00
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.3M +208% 48k 27.32
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $1.3M 16k 80.93
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First Tr Nas100 Eq Weighted SHS (QQEW) 0.3 $1.2M -4% 9.8k 124.96
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First Tr Exchange-traded Limited Duration (FSIG) 0.3 $1.2M +7% 65k 18.87
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Ishares Gold Tr Ishares New (IAU) 0.3 $1.2M 24k 49.51
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $1.1M 11k 105.50
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.3 $1.1M +34% 9.8k 115.13
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First Tr Exchange Traded Dj Glbl Divid (FGD) 0.3 $1.1M +13% 47k 22.24
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.0M 3.9k 264.15
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Oneok (OKE) 0.3 $1.0M +4% 10k 100.40
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Broadcom (AVGO) 0.3 $1.0M +13% 4.3k 231.84
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UnitedHealth (UNH) 0.3 $994k 2.0k 505.80
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $989k -4% 11k 87.82
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $978k +14% 19k 50.71
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Preformed Line Products Company (PLPC) 0.3 $978k +7% 7.7k 127.79
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $973k 15k 63.45
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Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $961k +35% 19k 51.91
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $920k 1.7k 538.96
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McDonald's Corporation (MCD) 0.2 $869k 3.0k 289.89
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Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PSL) 0.2 $865k 8.2k 104.95
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Abbott Laboratories (ABT) 0.2 $861k 7.6k 113.11
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Starwood Property Trust (STWD) 0.2 $858k +5% 45k 18.95
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $815k +23% 18k 44.87
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $794k +3% 6.9k 115.23
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Proshares Tr Pshs Ultruss2000 (UWM) 0.2 $764k NEW 18k 41.85
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $743k +34% 23k 31.95
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Select Sector Spdr Tr Energy (XLE) 0.2 $734k +7% 8.6k 85.66
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Investment Managers Ser Tr I Axs Esoterica Ne (WUGI) 0.2 $733k -9% 10k 72.50
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Costco Wholesale Corporation (COST) 0.2 $719k +5% 785.00 916.49
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RBB Us Treasy 2 Yr (UTWO) 0.2 $715k +37% 15k 48.06
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Cohen & Steers Total Return Real (RFI) 0.2 $710k +10% 61k 11.58
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Pepsi (PEP) 0.2 $700k 4.6k 152.06
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Proshares Tr S&p Mdcp 400 Div (REGL) 0.2 $688k -17% 8.5k 80.66
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $679k 7.3k 92.73
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Spdr Ser Tr S&p Kensho Futre (FITE) 0.2 $676k 10k 66.98
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Ishares Tr Glb Cnsm Stp Etf (KXI) 0.2 $674k 11k 60.29
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Select Sector Spdr Tr Financial (XLF) 0.2 $664k 14k 48.33
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Ishares Tr Us Aer Def Etf (ITA) 0.2 $644k +4% 4.4k 145.35
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First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.2 $621k +22% 31k 20.09
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Vaneck Etf Trust Digital India Et (DGIN) 0.2 $614k +52% 14k 44.36
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Ishares Tr Us Consum Discre (IYC) 0.2 $605k 6.3k 96.14
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Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.2 $600k 5.6k 107.61
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $592k -18% 4.9k 121.59
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Amphenol Corp Cl A (APH) 0.2 $585k +15% 8.4k 69.45
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $568k +13% 8.5k 67.03
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Palo Alto Networks (PANW) 0.2 $547k +131% 3.0k 181.96
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Select Sector Spdr Tr Technology (XLK) 0.2 $547k 2.4k 232.52
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $546k +21% 2.9k 185.11
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $544k 4.1k 132.10
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Cohen & Steers Slt Pfd Incm (PSF) 0.1 $536k +4% 27k 19.77
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Home Depot (HD) 0.1 $534k -6% 1.4k 389.06
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Veeva Sys Cl A Com (VEEV) 0.1 $527k 2.5k 210.25
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Global X Fds Us Pfd Etf (PFFD) 0.1 $515k 26k 19.51
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $511k 5.0k 101.53
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Vanguard Index Fds Growth Etf (VUG) 0.1 $500k 1.2k 410.60
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Blackrock Muniyield Quality Fund (MQY) 0.1 $487k 42k 11.52
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $477k 3.7k 128.62
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Vanguard World Inf Tech Etf (VGT) 0.1 $468k -5% 752.00 621.81
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $465k +10% 5.9k 78.46
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Fiserv (FI) 0.1 $458k 2.2k 205.42
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Novo-nordisk A S Adr (NVO) 0.1 $456k -21% 5.3k 86.02
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $432k +4% 8.4k 51.70
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Ishares Tr Ibonds Dec 25 (IBMN) 0.1 $431k +9% 16k 26.61
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Cohen & Steers REIT/P (RNP) 0.1 $431k +4% 21k 20.90
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $430k 7.3k 59.14
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $421k +107% 19k 22.07
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Caterpillar (CAT) 0.1 $411k 1.1k 362.61
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Ingersoll Rand (IR) 0.1 $398k +20% 4.4k 90.47
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Roper Industries (ROP) 0.1 $391k +21% 752.00 519.94
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $389k -5% 16k 23.76
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Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) 0.1 $370k 2.4k 153.76
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Clean Harbors (CLH) 0.1 $369k +22% 1.6k 230.14
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $369k 1.8k 206.92
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Ishares Tr Ibonds Dec 26 (IBMO) 0.1 $366k +11% 14k 25.46
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Bank of America Corporation (BAC) 0.1 $362k 8.2k 43.95
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Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.1 $361k -17% 13k 27.82
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Vertiv Holdings Com Cl A (VRT) 0.1 $360k NEW 3.2k 113.60
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Wal-Mart Stores (WMT) 0.1 $356k -5% 3.9k 90.35
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Spdr Ser Tr Aerospace Def (XAR) 0.1 $356k +7% 2.1k 165.82
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $353k +200% 16k 22.70
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American Centy Etf Tr Us Quality Val (VALQ) 0.1 $353k -4% 5.8k 60.99
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Nuveen Muni Value Fund (NUV) 0.1 $351k -8% 41k 8.59
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Johnson & Johnson (JNJ) 0.1 $347k 2.4k 144.62
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On Hldg Namen Akt A (ONON) 0.1 $344k 6.3k 54.77
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Danaher Corporation (DHR) 0.1 $334k 1.5k 229.55
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Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $328k +12% 13k 25.14
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Mueller Industries (MLI) 0.1 $328k +28% 4.1k 79.36
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First Tr Exchange Traded Indls Prod Dur (FXR) 0.1 $319k 4.3k 74.82
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Marsh & McLennan Companies (MMC) 0.1 $306k +29% 1.4k 212.39
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Valero Energy Corporation (VLO) 0.1 $306k -16% 2.5k 122.59
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $306k NEW 1.4k 215.54
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First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $305k 2.2k 138.25
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Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.1 $304k -3% 20k 15.15
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DTE Energy Company (DTE) 0.1 $303k 2.5k 120.75
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Cohen & Steers infrastucture Fund (UTF) 0.1 $299k 12k 24.04
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Ishares Tr Morningstar Valu (ILCV) 0.1 $298k 3.7k 80.98
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Yum! Brands (YUM) 0.1 $298k 2.2k 134.16
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Ishares Tr Ibonds Dec 28 (IBMQ) 0.1 $297k +11% 12k 25.18
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $297k +26% 5.9k 49.96
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Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $297k -3% 6.2k 47.99
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Ishares Tr Core High Dv Etf (HDV) 0.1 $293k 2.6k 112.25
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International Business Machines (IBM) 0.1 $286k 1.3k 219.83
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Southern Company (SO) 0.1 $285k 3.5k 82.32
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $284k 4.3k 65.79
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General Dynamics Corporation (GD) 0.1 $282k +29% 1.1k 263.61
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Amgen (AMGN) 0.1 $280k +4% 1.1k 260.64
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Graphic Packaging Holding Company (GPK) 0.1 $273k +33% 10k 27.16
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Cohen & Steers Quality Income Realty (RQI) 0.1 $273k 22k 12.24
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $270k 738.00 366.29
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Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.1 $269k +12% 12k 22.94
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $267k -16% 1.4k 188.33
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $266k 13k 20.14
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Schwab Strategic Tr High Yield Bd Et (SCYB) 0.1 $266k +140% 10k 26.16
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Invesco Exch Traded Fd Tr Ii Floating Rate Mu (PVI) 0.1 $266k 11k 24.71
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $265k +34% 383.00 693.08
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Servicenow (NOW) 0.1 $261k 246.00 1060.12
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Ge Aerospace Com New (GE) 0.1 $259k NEW 1.6k 166.79
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $253k 997.00 253.75
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $249k 6.2k 40.34
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $249k 3.2k 78.61
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Goldman Sachs (GS) 0.1 $249k 435.00 572.62
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Msci (MSCI) 0.1 $248k 414.00 600.01
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Union Pacific Corporation (UNP) 0.1 $248k 1.1k 228.04
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Verizon Communications (VZ) 0.1 $248k 6.2k 39.99
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Rocky Brands (RCKY) 0.1 $247k -15% 11k 22.80
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Hercules Technology Growth Capital (HTGC) 0.1 $241k 12k 20.09
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Chevron Corporation (CVX) 0.1 $237k -13% 1.6k 144.86
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Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $230k -3% 2.7k 84.14
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Bny Mellon Strategic Muns (LEO) 0.1 $229k 38k 6.04
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $225k 2.5k 91.44
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $225k 7.1k 31.44
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Walt Disney Company (DIS) 0.1 $220k NEW 2.0k 111.35
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Putnam Managed Municipal Income Trust (PMM) 0.1 $215k -31% 36k 5.97
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $209k 3.0k 70.28
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Coca-Cola Company (KO) 0.1 $208k 3.3k 62.26
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Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.1 $207k 21k 10.10
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First Tr Exchange-traded Nasdq Semcndtr (FTXL) 0.1 $206k 2.4k 87.28
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Ishares Tr Tips Bd Etf (TIP) 0.1 $203k -12% 1.9k 106.54
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Stanley Black & Decker (SWK) 0.1 $200k 2.5k 80.29
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Arbor Realty Trust (ABR) 0.1 $188k -6% 14k 13.85
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $141k 17k 8.17
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Global X Fds Glbx Suprinc Etf (SPFF) 0.0 $93k 10k 9.26
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Mfs Mun Income Tr Sh Ben Int (MFM) 0.0 $70k 13k 5.35
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Agilon Health (AGL) 0.0 $66k 35k 1.90
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Past Filings by WealthBridge Capital Management

SEC 13F filings are viewable for WealthBridge Capital Management going back to 2018

View all past filings