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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 ORCL, JPM, GS, EFA, V, and represent 21.58% of WealthBridge Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: MSCI, ADBE, MU, SMH, OC, VPL, VGK, LH, NOC, TMO.
Started 3 new stock positions in MSCI, SMH, MU.
Reduced shares in these 10 stocks: CVS, INTC, GS, FDX, JPM, SBUX, LHX, EEM, AAPL, EFA.
WealthBridge Investment Counsel was a net buyer of stock by $3.7M.
WealthBridge Investment Counsel has $282M in assets under management (AUM), dropping by 7.76%.
Central Index Key (CIK): 0001799425

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Portfolio Holdings for WealthBridge Investment Counsel

WealthBridge Investment Counsel holds 47 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Oracle Common Stock (ORCL)	5.0	$14M		82k	170.40	View chart
JP Morgan Chase Common Stock (JPM)	4.6	$13M		62k	210.86	View chart
Goldman Sachs Common Stock (GS)	4.2	$12M		24k	495.10	View chart
iShares MSCI EAFE Etp (EFA)	3.9	$11M		132k	83.63	View chart
Visa Common Stock (V)	3.9	$11M		40k	274.94	View chart
Eaton Common Stock (ETN)	3.8	$11M		33k	331.45	View chart
iShares MSCI Emerging Market Etp (EEM)	3.7	$10M		227k	45.86	View chart
Amazon.com Common Stock (AMZN)	3.7	$10M		55k	186.34	View chart
Apple Common Stock (AAPL)	3.7	$10M		44k	233.00	View chart
MetLife Common Stock (MET)	3.6	$10M		121k	82.48	View chart
Merck Common Stock (MRK)	3.4	$9.7M		85k	113.56	View chart
FedEx Common Stock (FDX)	3.1	$8.8M		32k	273.68	View chart
Vanguard FTSE Europe Index Etp (VGK)	3.1	$8.7M	+3%	122k	71.10	View chart
Microsoft Common Stock (MSFT)	2.7	$7.7M		18k	430.29	View chart
Labcorp Holdings Common Stock (LH)	2.7	$7.6M	+2%	34k	223.48	View chart
Abbott Laboratories Common Stock (ABT)	2.6	$7.4M		65k	114.01	View chart
AbbVie Common Stock (ABBV)	2.6	$7.3M		37k	197.49	View chart
Citigroup Common Stock (C)	2.5	$7.1M		114k	62.60	View chart
Starbucks Common Stock (SBUX)	2.5	$7.0M		72k	97.49	View chart
Constellation Brands Common Stock (STZ)	2.5	$6.9M		27k	257.71	View chart
Medtronic Common Stock (MDT)	2.4	$6.9M		77k	90.03	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.4	$6.9M	+2%	11k	618.60	View chart
Northrop Grumman Common Stock (NOC)	2.4	$6.6M	+2%	13k	528.04	View chart
Owens Corning Common Stock (OC)	2.3	$6.5M	+7%	37k	176.52	View chart
Walt Disney Common Stock (DIS)	2.2	$6.2M		65k	96.19	View chart
L3Harris Technologies Common Stock (LHX)	2.2	$6.1M	-2%	26k	237.89	View chart
Gilead Sciences Common Stock (GILD)	2.1	$5.9M		71k	83.85	View chart
Verizon Communications Common Stock (VZ)	2.1	$5.9M		132k	44.91	View chart
Vanguard FTSE Emerging Markets Index Etp (VWO)	1.8	$5.1M		107k	47.85	View chart
Coca-Cola Common Stock (KO)	1.6	$4.6M		64k	71.87	View chart
CVS Caremark Common Stock (CVS)	1.6	$4.4M	-13%	70k	62.88	View chart
Danaher Common Stock (DHR)	1.5	$4.3M		16k	278.01	View chart
LyondellBasell Common Stock (LYB)	1.2	$3.3M	+4%	35k	95.91	View chart
ConocoPhillips Common Stock (COP)	1.1	$3.1M	+2%	29k	105.28	View chart
Global X Cybersecurity Index Etp (BUG)	1.1	$3.0M		96k	30.95	View chart
Vanguard FTSE Pacific Index Etp (VPL)	0.8	$2.3M	+19%	29k	78.39	View chart
Adobe Common Stock (ADBE)	0.6	$1.7M	+194%	3.2k	517.86	View chart
Intel Common Stock (INTC)	0.6	$1.6M	-12%	66k	23.46	View chart
SPDR S&P 500 Etp (SPY)	0.4	$1.2M		2.1k	573.99	View chart
Msci Common Stock (MSCI)	0.4	$1.1M	NEW	1.9k	582.86	View chart
iShares S&P Europe 350 Etp (IEV)	0.4	$1.1M		19k	58.29	View chart
Micron Technology Common Stock (MU)	0.3	$856k	NEW	8.3k	103.76	View chart
VanEck Semiconductor Index Etp (SMH)	0.3	$820k	NEW	3.3k	245.51	View chart
Vanguard FTSE All-World Ex US Etp (VEU)	0.2	$584k	+8%	9.3k	62.97	View chart
Mastercard Common Stock (MA)	0.1	$312k		632.00	493.67	View chart
Analog Devices Common Stock (ADI)	0.1	$280k		1.2k	230.45	View chart
iShares Russell 2000 Index Etp (IWM)	0.1	$231k		1.0k	220.63	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 Q3 filed Oct. 9, 2024
WealthBridge Investment Counsel 2024 Q2 filed July 16, 2024
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

View all past filings

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