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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, EFA, V, GS, AAPL, and represent 21.34% of WealthBridge Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: DHR, ABT, CVS, ABBV, COP, VWO, ORCL, VPL, LYB, VZ.
Reduced shares in these 10 stocks: AAPL, JPM, EFA, C, V, ETN, MDT, EEM, FTRE, GILD.
WealthBridge Investment Counsel was a net seller of stock by $-1.7M.
WealthBridge Investment Counsel has $250M in assets under management (AUM), dropping by 9.03%.
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 December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
JP Morgan Chase Common Stock (JPM)	4.9	$12M	-2%	72k	170.10	View chart
iShares MSCI EAFE Etp (EFA)	4.2	$11M	-2%	140k	75.35	View chart
Visa Common Stock (V)	4.2	$11M	-2%	40k	260.35	View chart
Goldman Sachs Common Stock (GS)	4.1	$10M		26k	385.75	View chart
Apple Common Stock (AAPL)	4.0	$10M	-5%	52k	192.54	View chart
iShares MSCI Emerging Market Etp (EEM)	3.9	$9.7M		240k	40.21	View chart
Eaton Common Stock (ETN)	3.8	$9.4M	-2%	39k	240.82	View chart
Merck Common Stock (MRK)	3.7	$9.3M		85k	109.02	View chart
Oracle Common Stock (ORCL)	3.5	$8.6M		82k	105.43	View chart
FedEx Common Stock (FDX)	3.3	$8.2M		33k	252.98	View chart
Amazon.com Common Stock (AMZN)	3.2	$8.0M		53k	151.94	View chart
MetLife Common Stock (MET)	3.1	$7.8M		119k	66.13	View chart
Laboratory Corp Common Stock (LH)	3.1	$7.8M		34k	227.29	View chart
Vanguard FTSE Europe Index Etp (VGK)	3.0	$7.5M		117k	64.48	View chart
Abbott Laboratories Common Stock (ABT)	2.8	$7.0M		63k	110.07	View chart
Starbucks Common Stock (SBUX)	2.7	$6.8M		71k	96.01	View chart
CVS Caremark Common Stock (CVS)	2.7	$6.8M		86k	78.96	View chart
Microsoft Common Stock (MSFT)	2.6	$6.4M		17k	376.03	View chart
Constellation Brands Common Stock (STZ)	2.5	$6.3M		26k	241.73	View chart
Gilead Sciences Common Stock (GILD)	2.5	$6.3M		77k	81.00	View chart
Medtronic Common Stock (MDT)	2.5	$6.1M	-3%	75k	82.38	View chart
Walt Disney Common Stock (DIS)	2.3	$5.7M		63k	90.29	View chart
Citigroup Common Stock (C)	2.3	$5.7M	-4%	111k	51.44	View chart
AbbVie Common Stock (ABBV)	2.2	$5.6M		36k	154.97	View chart
Northrop Grumman Common Stock (NOC)	2.2	$5.6M		12k	468.17	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.2	$5.6M		11k	530.76	View chart
L3Harris Technologies Common Stock (LHX)	2.1	$5.3M		25k	210.62	View chart
Owens Corning Common Stock (OC)	2.1	$5.2M		35k	148.22	View chart
Verizon Communications Common Stock (VZ)	2.0	$4.9M		131k	37.70	View chart
Vanguard FTSE Emerging Markets Index Etp (VWO)	1.8	$4.5M		109k	41.10	View chart
Intel Common Stock (INTC)	1.6	$4.1M		81k	50.25	View chart
Coca-Cola Common Stock (KO)	1.5	$3.8M		65k	58.94	View chart
Danaher Common Stock (DHR)	1.4	$3.5M	+4%	15k	231.32	View chart
ConocoPhillips Common Stock (COP)	1.3	$3.2M	+2%	28k	116.08	View chart
LyondellBasell Common Stock (LYB)	1.2	$3.0M		32k	95.08	View chart
Global X Cybersecurity Index Etp (BUG)	1.1	$2.8M		96k	29.31	View chart
Vanguard FTSE Pacific Index Etp (VPL)	0.7	$1.7M	+3%	24k	72.03	View chart
SPDR S&P 500 Etp (SPY)	0.5	$1.4M	-2%	2.9k	475.45	View chart
iShares S&P Europe 350 Etp (IEV)	0.4	$1.1M		20k	52.88	View chart
Fortrea Holdings Common Stock (FTRE)	0.3	$803k	-14%	23k	34.92	View chart
Vanguard FTSE All-World Ex US Etp (VEU)	0.2	$465k		8.3k	56.16	View chart
Mastercard Common Stock (MA)	0.1	$270k		632.00	427.22	View chart
Analog Devices Common Stock (ADI)	0.1	$241k		1.2k	198.35	View chart

Past Filings by WealthBridge Investment Counsel

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

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
WealthBridge Investment Counsel 2020 Q2 filed Aug. 6, 2020

View all past filings

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