WealthBridge Investment Counsel

WealthBridge Investment Counsel as of Sept. 30, 2024

Portfolio Holdings for WealthBridge Investment Counsel

WealthBridge Investment Counsel holds 47 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Oracle Common Stock (ORCL) 5.0 $14M 82k 170.40
JP Morgan Chase Common Stock (JPM) 4.6 $13M 62k 210.86
Goldman Sachs Common Stock (GS) 4.2 $12M 24k 495.10
iShares MSCI EAFE Etp (EFA) 3.9 $11M 132k 83.63
Visa Common Stock (V) 3.9 $11M 40k 274.94
Eaton Common Stock (ETN) 3.8 $11M 33k 331.45
iShares MSCI Emerging Market Etp (EEM) 3.7 $10M 227k 45.86
Amazon.com Common Stock (AMZN) 3.7 $10M 55k 186.34
Apple Common Stock (AAPL) 3.7 $10M 44k 233.00
MetLife Common Stock (MET) 3.6 $10M 121k 82.48
Merck Common Stock (MRK) 3.4 $9.7M 85k 113.56
FedEx Common Stock (FDX) 3.1 $8.8M 32k 273.68
Vanguard FTSE Europe Index Etp (VGK) 3.1 $8.7M 122k 71.10
Microsoft Common Stock (MSFT) 2.7 $7.7M 18k 430.29
Labcorp Holdings Common Stock (LH) 2.7 $7.6M 34k 223.48
Abbott Laboratories Common Stock (ABT) 2.6 $7.4M 65k 114.01
AbbVie Common Stock (ABBV) 2.6 $7.3M 37k 197.49
Citigroup Common Stock (C) 2.5 $7.1M 114k 62.60
Starbucks Common Stock (SBUX) 2.5 $7.0M 72k 97.49
Constellation Brands Common Stock (STZ) 2.5 $6.9M 27k 257.71
Medtronic Common Stock (MDT) 2.4 $6.9M 77k 90.03
Thermo Fisher Scientific Common Stock (TMO) 2.4 $6.9M 11k 618.60
Northrop Grumman Common Stock (NOC) 2.4 $6.6M 13k 528.04
Owens Corning Common Stock (OC) 2.3 $6.5M 37k 176.52
Walt Disney Common Stock (DIS) 2.2 $6.2M 65k 96.19
L3Harris Technologies Common Stock (LHX) 2.2 $6.1M 26k 237.89
Gilead Sciences Common Stock (GILD) 2.1 $5.9M 71k 83.85
Verizon Communications Common Stock (VZ) 2.1 $5.9M 132k 44.91
Vanguard FTSE Emerging Markets Index Etp (VWO) 1.8 $5.1M 107k 47.85
Coca-Cola Common Stock (KO) 1.6 $4.6M 64k 71.87
CVS Caremark Common Stock (CVS) 1.6 $4.4M 70k 62.88
Danaher Common Stock (DHR) 1.5 $4.3M 16k 278.01
LyondellBasell Common Stock (LYB) 1.2 $3.3M 35k 95.91
ConocoPhillips Common Stock (COP) 1.1 $3.1M 29k 105.28
Global X Cybersecurity Index Etp (BUG) 1.1 $3.0M 96k 30.95
Vanguard FTSE Pacific Index Etp (VPL) 0.8 $2.3M 29k 78.39
Adobe Common Stock (ADBE) 0.6 $1.7M 3.2k 517.86
Intel Common Stock (INTC) 0.6 $1.6M 66k 23.46
SPDR S&P 500 Etp (SPY) 0.4 $1.2M 2.1k 573.99
Msci Common Stock (MSCI) 0.4 $1.1M 1.9k 582.86
iShares S&P Europe 350 Etp (IEV) 0.4 $1.1M 19k 58.29
Micron Technology Common Stock (MU) 0.3 $856k 8.3k 103.76
VanEck Semiconductor Index Etp (SMH) 0.3 $820k 3.3k 245.51
Vanguard FTSE All-World Ex US Etp (VEU) 0.2 $584k 9.3k 62.97
Mastercard Common Stock (MA) 0.1 $312k 632.00 493.67
Analog Devices Common Stock (ADI) 0.1 $280k 1.2k 230.45
iShares Russell 2000 Index Etp (IWM) 0.1 $231k 1.0k 220.63