WealthBridge Investment Counsel

WealthBridge Investment Counsel as of Sept. 30, 2023

Portfolio Holdings for WealthBridge Investment Counsel

WealthBridge Investment Counsel holds 43 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JP Morgan Chase Common Stock (JPM) 4.6 $11M 74k 145.02
iShares MSCI EAFE Etp (EFA) 4.3 $9.9M 144k 68.92
Visa Common Stock (V) 4.1 $9.5M 41k 230.00
Apple Common Stock (AAPL) 4.1 $9.5M 55k 171.21
iShares MSCI Emerging Market Etp (EEM) 4.1 $9.3M 245k 37.95
Merck Common Stock (MRK) 3.8 $8.8M 85k 102.95
Oracle Common Stock (ORCL) 3.8 $8.6M 81k 105.92
FedEx Common Stock (FDX) 3.7 $8.6M 32k 264.92
Eaton Common Stock (ETN) 3.7 $8.6M 40k 213.29
Goldman Sachs Common Stock (GS) 3.7 $8.5M 26k 323.56
MetLife Common Stock (MET) 3.3 $7.5M 119k 62.91
Laboratory Corp Common Stock 3.0 $6.9M 34k 201.04
Vanguard FTSE Europe Index Etp (VGK) 2.9 $6.7M 116k 57.93
Amazon.com Common Stock (AMZN) 2.9 $6.7M 53k 127.12
Constellation Brands Common Stock (STZ) 2.9 $6.5M 26k 251.33
Starbucks Common Stock (SBUX) 2.8 $6.5M 71k 91.27
Abbott Laboratories Common Stock (ABT) 2.6 $6.0M 62k 96.86
Medtronic Common Stock (MDT) 2.6 $6.0M 77k 78.36
CVS Caremark Common Stock (CVS) 2.6 $5.9M 85k 69.82
Gilead Sciences Common Stock (GILD) 2.6 $5.9M 78k 74.94
Microsoft Common Stock (MSFT) 2.4 $5.4M 17k 315.77
Thermo Fisher Scientific Common Stock (TMO) 2.3 $5.3M 11k 506.17
AbbVie Common Stock (ABBV) 2.3 $5.3M 36k 149.06
Northrop Grumman Common Stock (NOC) 2.3 $5.3M 12k 440.20
Walt Disney Common Stock (DIS) 2.2 $5.1M 63k 81.05
Owens Corning Common Stock (OC) 2.1 $4.9M 36k 136.41
Citigroup Common Stock (C) 2.1 $4.8M 116k 41.13
L3Harris Technologies Common Stock (LHX) 1.9 $4.3M 25k 174.12
Vanguard FTSE Emerging Markets Index Etp (VWO) 1.8 $4.2M 108k 39.21
Verizon Communications Common Stock (VZ) 1.8 $4.2M 130k 32.41
Coca-Cola Common Stock (KO) 1.6 $3.6M 65k 55.98
Danaher Common Stock (DHR) 1.6 $3.6M 14k 248.12
ConocoPhillips Common Stock (COP) 1.4 $3.2M 27k 119.81
LyondellBasell Common Stock (LYB) 1.3 $2.9M 31k 94.70
Intel Common Stock (INTC) 1.3 $2.9M 82k 35.55
Global X Cybersecurity Index Etp (BUG) 1.0 $2.3M 95k 24.29
Vanguard FTSE Pacific Index Etp (VPL) 0.7 $1.6M 23k 66.88
SPDR S&P 500 Etp (SPY) 0.6 $1.3M 3.0k 427.32
iShares S&P Europe 350 Etp (IEV) 0.4 $952k 20k 47.72
Fortrea Holdings Common Stock (FTRE) 0.3 $773k 27k 28.59
Vanguard FTSE All-World Ex US Etp (VEU) 0.2 $423k 8.2k 51.90
Mastercard Common Stock (MA) 0.1 $250k 632.00 395.57
Analog Devices Common Stock (ADI) 0.1 $213k 1.2k 175.31