WealthBridge Investment Counsel

WealthBridge Investment Counsel as of June 30, 2024

Portfolio Holdings for WealthBridge Investment Counsel

WealthBridge Investment Counsel holds 44 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JP Morgan Chase Common Stock (JPM) 4.8 $13M 63k 202.26
Oracle Common Stock (ORCL) 4.4 $12M 82k 141.19
Goldman Sachs Common Stock (GS) 4.2 $11M 24k 452.34
Amazon.com Common Stock (AMZN) 4.1 $11M 55k 193.25
Merck Common Stock (MRK) 4.0 $11M 85k 123.80
Visa Common Stock (V) 4.0 $10M 40k 262.47
iShares MSCI EAFE Etp (EFA) 4.0 $10M 133k 78.33
Eaton Common Stock (ETN) 3.9 $10M 33k 313.55
iShares MSCI Emerging Market Etp (EEM) 3.7 $9.8M 230k 42.59
FedEx Common Stock (FDX) 3.7 $9.8M 33k 299.83
Apple Common Stock (AAPL) 3.6 $9.4M 45k 210.62
MetLife Common Stock (MET) 3.2 $8.4M 120k 70.19
Microsoft Common Stock (MSFT) 3.1 $8.1M 18k 446.95
Vanguard FTSE Europe Index Etp (VGK) 3.0 $7.9M 119k 66.77
Citigroup Common Stock (C) 2.7 $7.1M 112k 63.46
Constellation Brands Common Stock (STZ) 2.7 $6.9M 27k 257.26
Labcorp Holdings Common Stock (LH) 2.6 $6.8M 33k 203.52
Abbott Laboratories Common Stock (ABT) 2.6 $6.7M 65k 103.90
Walt Disney Common Stock (DIS) 2.4 $6.4M 64k 99.29
AbbVie Common Stock (ABBV) 2.4 $6.3M 37k 171.51
Medtronic Common Stock (MDT) 2.3 $6.1M 77k 78.71
Thermo Fisher Scientific Common Stock (TMO) 2.3 $6.0M 11k 552.97
Owens Corning Common Stock (OC) 2.3 $6.0M 35k 173.72
L3Harris Technologies Common Stock (LHX) 2.3 $5.9M 26k 224.60
Starbucks Common Stock (SBUX) 2.2 $5.7M 74k 77.85
Verizon Communications Common Stock (VZ) 2.1 $5.4M 131k 41.24
Northrop Grumman Common Stock (NOC) 2.0 $5.3M 12k 435.94
Gilead Sciences Common Stock (GILD) 1.9 $4.9M 71k 68.61
CVS Caremark Common Stock (CVS) 1.8 $4.8M 81k 59.06
Vanguard FTSE Emerging Markets Index Etp (VWO) 1.8 $4.7M 108k 43.76
Coca-Cola Common Stock (KO) 1.6 $4.1M 64k 63.66
Danaher Common Stock (DHR) 1.5 $3.9M 16k 249.84
ConocoPhillips Common Stock (COP) 1.2 $3.2M 28k 114.37
LyondellBasell Common Stock (LYB) 1.2 $3.2M 33k 95.66
Global X Cybersecurity Index Etp (BUG) 1.1 $2.8M 96k 29.58
Intel Common Stock (INTC) 0.9 $2.4M 76k 30.97
Vanguard FTSE Pacific Index Etp (VPL) 0.7 $1.8M 24k 74.16
SPDR S&P 500 Etp (SPY) 0.4 $1.2M 2.1k 544.30
iShares S&P Europe 350 Etp (IEV) 0.4 $1.0M 19k 54.76
Adobe Common Stock (ADBE) 0.2 $603k 1.1k 555.76
Vanguard FTSE All-World Ex US Etp (VEU) 0.2 $503k 8.6k 58.66
Mastercard Common Stock (MA) 0.1 $279k 632.00 441.46
Analog Devices Common Stock (ADI) 0.1 $277k 1.2k 227.98
iShares Russell 2000 Index Etp (IWM) 0.1 $212k 1.0k 202.48