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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, GS, ORCL, V, ETN, and represent 24.22% of WealthBridge Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: VPL, VGK, META, MU, MSCI, VEU, VWO, TMO, ABT, BUG.
Reduced shares in these 10 stocks: ORCL (-$6.2M), STZ, GS, FDX, MSFT, AAPL, JPM, C, LYB, LHX.
Sold out of its position in STZ.
WealthBridge Investment Counsel was a net seller of stock by $-8.6M.
WealthBridge Investment Counsel has $324M in assets under management (AUM), dropping by 5.17%.
Central Index Key (CIK): 0001799425

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Portfolio Holdings for WealthBridge Investment Counsel

WealthBridge Investment Counsel holds 46 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
JP Morgan Chase Common Stock (JPM)	5.7	$19M		59k	315.44	View chart
Goldman Sachs Common Stock (GS)	5.4	$18M	-3%	22k	796.33	View chart
Oracle Common Stock (ORCL)	4.9	$16M	-28%	56k	281.25	View chart
Visa Common Stock (V)	4.1	$13M		39k	341.37	View chart
Eaton Common Stock (ETN)	4.1	$13M		36k	374.26	View chart
Amazon.com Common Stock (AMZN)	3.8	$12M		57k	219.57	View chart
iShares MSCI EAFE Etp (EFA)	3.7	$12M		130k	93.37	View chart
iShares MSCI Emerging Market Etp (EEM)	3.7	$12M		222k	53.40	View chart
Vanguard FTSE Europe Index Etp (VGK)	3.6	$12M	+8%	146k	79.80	View chart
Citigroup Common Stock (C)	3.5	$11M		111k	101.50	View chart
Apple Common Stock (AAPL)	3.3	$11M		43k	254.62	View chart
Labcorp Holdings Common Stock (LH)	3.1	$10M		35k	287.05	View chart
MetLife Common Stock (MET)	3.0	$9.8M		119k	82.37	View chart
Microsoft Common Stock (MSFT)	2.8	$9.2M	-2%	18k	517.97	View chart
AbbVie Common Stock (ABBV)	2.7	$8.9M		38k	231.53	View chart
Abbott Laboratories Common Stock (ABT)	2.7	$8.8M		66k	133.93	View chart
L3Harris Technologies Common Stock (LHX)	2.5	$8.2M		27k	305.39	View chart
Northrop Grumman Common Stock (NOC)	2.3	$7.6M		13k	609.28	View chart
Medtronic Common Stock (MDT)	2.3	$7.6M		80k	95.24	View chart
Walt Disney Common Stock (DIS)	2.3	$7.4M		65k	114.50	View chart
Micron Technology Common Stock (MU)	2.2	$7.2M	+6%	43k	167.31	View chart
Gilead Sciences Common Stock (GILD)	2.2	$7.2M		64k	111.00	View chart
Merck Common Stock (MRK)	2.2	$7.0M		84k	83.93	View chart
FedEx Common Stock (FDX)	2.2	$7.0M	-3%	30k	235.79	View chart
Vanguard FTSE Emerging Markets Index Etp (VWO)	2.0	$6.6M	+2%	122k	54.18	View chart
Starbucks Common Stock (SBUX)	2.0	$6.5M		76k	84.60	View chart
Vanguard FTSE Pacific Index Etp (VPL)	1.9	$6.1M	+23%	69k	87.84	View chart
Verizon Communications Common Stock (VZ)	1.8	$5.8M		133k	43.95	View chart
Thermo Fisher Scientific Common Stock (TMO)	1.8	$5.8M		12k	485.02	View chart
Owens Corning Common Stock (OC)	1.7	$5.5M		39k	141.47	View chart
Meta Platforms Common Stock (META)	1.4	$4.4M	+21%	6.0k	734.45	View chart
Coca-Cola Common Stock (KO)	1.2	$4.0M		60k	66.31	View chart
Global X Cybersecurity Index Etp (BUG)	1.1	$3.5M		100k	35.19	View chart
ConocoPhillips Common Stock (COP)	1.0	$3.4M		36k	94.59	View chart
Danaher Common Stock (DHR)	1.0	$3.2M		16k	198.27	View chart
VanEck Semiconductor Index Etp (SMH)	0.9	$2.8M		8.7k	326.34	View chart
Adobe Common Stock (ADBE)	0.7	$2.4M	-3%	6.7k	352.70	View chart
Msci Common Stock (MSCI)	0.7	$2.3M	+14%	4.1k	567.45	View chart
Nvidia Common Stock (NVDA)	0.5	$1.6M		8.7k	186.59	View chart
SPDR S&P 500 Etp (SPY)	0.4	$1.3M	-2%	2.0k	666.17	View chart
Vanguard FTSE All-World Ex US Etp (VEU)	0.4	$1.2M	+19%	17k	71.39	View chart
iShares S&P Europe 350 Etp (IEV)	0.4	$1.2M	-5%	18k	65.48	View chart
LyondellBasell Common Stock (LYB)	0.3	$1.1M	-8%	23k	49.03	View chart
Mastercard Common Stock (MA)	0.1	$359k		632.00	568.04	View chart
iShares Russell 2000 Index Etp (IWM)	0.1	$340k	+2%	1.4k	241.65	View chart
Analog Devices Common Stock (ADI)	0.1	$299k		1.2k	246.09	View chart

Past Filings by WealthBridge Investment Counsel

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

WealthBridge Investment Counsel 2025 Q3 filed Oct. 6, 2025
WealthBridge Investment Counsel 2025 Q2 filed July 11, 2025
WealthBridge Investment Counsel 2025 Q1 filed April 11, 2025
WealthBridge Investment Counsel 2024 Q4 filed Jan. 15, 2025
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

View all past filings

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