Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

WealthBridge Investment Counsel

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

Top 5 stock holdings are JPM, V, GS, ORCL, EFA, and represent 22.94% of WealthBridge Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: MU, META, SMH, ADBE, MSCI, ETN, VPL, VGK, COP, MDT.
Started 1 new stock position in META.
Reduced shares in these 10 stocks: INTC, STZ, GS, JPM, GILD, SPY, EEM, DHR, NOC, MET.
WealthBridge Investment Counsel was a net buyer of stock by $5.3M.
WealthBridge Investment Counsel has $275M in assets under management (AUM), dropping by 0.83%.
Central Index Key (CIK): 0001799425

Tip: Access up to 7 years of quarterly data

Positions held by WealthBridge Investment Counsel consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for WealthBridge Investment Counsel

WealthBridge Investment Counsel holds 47 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
JP Morgan Chase Common Stock (JPM)	5.5	$15M		61k	245.29	View chart
Visa Common Stock (V)	5.0	$14M		39k	350.46	View chart
Goldman Sachs Common Stock (GS)	4.6	$13M		23k	546.28	View chart
Oracle Common Stock (ORCL)	4.0	$11M		78k	139.81	View chart
iShares MSCI EAFE Etp (EFA)	3.9	$11M		131k	81.73	View chart
Amazon.com Common Stock (AMZN)	3.8	$11M		56k	190.26	View chart
iShares MSCI Emerging Market Etp (EEM)	3.6	$9.9M		226k	43.70	View chart
MetLife Common Stock (MET)	3.5	$9.7M		121k	80.29	View chart
Apple Common Stock (AAPL)	3.5	$9.7M		44k	222.14	View chart
Eaton Common Stock (ETN)	3.3	$9.2M	+5%	34k	271.84	View chart
Vanguard FTSE Europe Index Etp (VGK)	3.3	$9.0M	+4%	129k	70.21	View chart
Abbott Laboratories Common Stock (ABT)	3.1	$8.6M		65k	132.65	View chart
Citigroup Common Stock (C)	2.9	$8.1M		114k	70.99	View chart
Labcorp Holdings Common Stock (LH)	2.9	$8.0M		34k	232.74	View chart
AbbVie Common Stock (ABBV)	2.9	$7.9M		38k	209.52	View chart
FedEx Common Stock (FDX)	2.8	$7.8M		32k	243.79	View chart
Gilead Sciences Common Stock (GILD)	2.8	$7.8M		69k	112.05	View chart
Merck Common Stock (MRK)	2.8	$7.7M		86k	89.76	View chart
Starbucks Common Stock (SBUX)	2.6	$7.1M		72k	98.10	View chart
Medtronic Common Stock (MDT)	2.6	$7.1M	+2%	79k	89.86	View chart
Microsoft Common Stock (MSFT)	2.5	$6.8M		18k	375.39	View chart
Walt Disney Common Stock (DIS)	2.3	$6.4M		65k	98.70	View chart
Northrop Grumman Common Stock (NOC)	2.3	$6.4M		13k	512.05	View chart
Verizon Communications Common Stock (VZ)	2.2	$6.0M		132k	45.36	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.1	$5.7M	+2%	12k	497.61	View chart
L3Harris Technologies Common Stock (LHX)	2.0	$5.4M		26k	209.31	View chart
Owens Corning Common Stock (OC)	2.0	$5.4M	+3%	38k	142.82	View chart
Vanguard FTSE Emerging Markets Index Etp (VWO)	1.8	$5.1M	+3%	112k	45.26	View chart
Constellation Brands Common Stock (STZ)	1.7	$4.7M	-4%	26k	183.53	View chart
Coca-Cola Common Stock (KO)	1.6	$4.5M		63k	71.62	View chart
ConocoPhillips Common Stock (COP)	1.2	$3.3M	+9%	32k	105.03	View chart
Global X Cybersecurity Index Etp (BUG)	1.1	$3.2M		97k	32.34	View chart
Danaher Common Stock (DHR)	1.1	$3.1M		15k	204.99	View chart
Vanguard FTSE Pacific Index Etp (VPL)	0.9	$2.6M	+20%	35k	72.45	View chart
LyondellBasell Common Stock (LYB)	0.9	$2.4M		34k	70.40	View chart
Micron Technology Common Stock (MU)	0.8	$2.2M	+130%	25k	86.87	View chart
Adobe Common Stock (ADBE)	0.7	$1.9M	+40%	4.8k	383.52	View chart
Msci Common Stock (MSCI)	0.6	$1.7M	+45%	3.0k	565.44	View chart
VanEck Semiconductor Index Etp (SMH)	0.6	$1.5M	+83%	7.2k	211.46	View chart
SPDR S&P 500 Etp (SPY)	0.4	$1.2M	-3%	2.1k	559.15	View chart
iShares S&P Europe 350 Etp (IEV)	0.4	$1.1M		19k	58.18	View chart
Intel Common Stock (INTC)	0.4	$1.0M	-30%	45k	22.72	View chart
Vanguard FTSE All-World Ex US Etp (VEU)	0.3	$733k	+29%	12k	60.68	View chart
Meta Platforms Common Stock (META)	0.3	$730k	NEW	1.3k	576.16	View chart
Mastercard Common Stock (MA)	0.1	$346k		632.00	547.47	View chart
iShares Russell 2000 Index Etp (IWM)	0.1	$275k	+27%	1.4k	199.71	View chart
Analog Devices Common Stock (ADI)	0.1	$245k		1.2k	201.65	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 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
WealthBridge Investment Counsel 2021 Q3 filed Oct. 20, 2021
WealthBridge Investment Counsel 2021 Q2 filed Aug. 3, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z