WealthBridge Investment Counsel

WealthBridge Investment Counsel as of Dec. 31, 2024

Portfolio Holdings for WealthBridge Investment Counsel

WealthBridge Investment Counsel holds 46 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
JP Morgan Chase Common Stock (JPM) 5.4 $15M 62k 239.71
Goldman Sachs Common Stock (GS) 5.0 $14M 24k 572.63
Oracle Common Stock (ORCL) 4.7 $13M 78k 166.63
Visa Common Stock (V) 4.5 $12M 39k 316.04
Amazon.com Common Stock (AMZN) 4.5 $12M 56k 219.39
Apple Common Stock (AAPL) 4.0 $11M 44k 250.43
Eaton Common Stock (ETN) 3.9 $11M 32k 331.88
MetLife Common Stock (MET) 3.6 $9.9M 121k 81.88
iShares MSCI EAFE Etp (EFA) 3.6 $9.9M 131k 75.61
iShares MSCI Emerging Market Etp (EEM) 3.5 $9.5M 227k 41.82
FedEx Common Stock (FDX) 3.3 $9.0M 32k 281.34
Merck Common Stock (MRK) 3.1 $8.5M 85k 99.48
Citigroup Common Stock (C) 2.9 $8.0M 114k 70.39
Vanguard FTSE Europe Index Etp (VGK) 2.9 $7.8M 123k 63.47
Labcorp Holdings Common Stock (LH) 2.9 $7.8M 34k 229.32
Microsoft Common Stock (MSFT) 2.8 $7.5M 18k 421.50
Abbott Laboratories Common Stock (ABT) 2.7 $7.3M 65k 113.11
Walt Disney Common Stock (DIS) 2.6 $7.2M 64k 111.34
AbbVie Common Stock (ABBV) 2.4 $6.6M 37k 177.71
Starbucks Common Stock (SBUX) 2.4 $6.6M 72k 91.25
Gilead Sciences Common Stock (GILD) 2.4 $6.5M 70k 92.37
Owens Corning Common Stock (OC) 2.3 $6.3M 37k 170.32
Medtronic Common Stock (MDT) 2.2 $6.1M 77k 79.88
Constellation Brands Common Stock (STZ) 2.2 $5.9M 27k 221.01
Northrop Grumman Common Stock (NOC) 2.2 $5.9M 13k 469.25
Thermo Fisher Scientific Common Stock (TMO) 2.1 $5.8M 11k 520.23
L3Harris Technologies Common Stock (LHX) 2.0 $5.4M 26k 210.27
Verizon Communications Common Stock (VZ) 1.9 $5.2M 131k 39.99
Vanguard FTSE Emerging Markets Index Etp (VWO) 1.7 $4.8M 108k 44.04
Coca-Cola Common Stock (KO) 1.4 $3.9M 63k 62.26
Danaher Common Stock (DHR) 1.3 $3.5M 16k 229.56
Global X Cybersecurity Index Etp (BUG) 1.1 $3.1M 96k 32.09
ConocoPhillips Common Stock (COP) 1.1 $2.9M 29k 99.17
LyondellBasell Common Stock (LYB) 0.9 $2.5M 34k 74.26
Vanguard FTSE Pacific Index Etp (VPL) 0.8 $2.1M 29k 71.04
Adobe Common Stock (ADBE) 0.6 $1.5M 3.4k 444.80
Intel Common Stock (INTC) 0.5 $1.3M 65k 20.05
SPDR S&P 500 Etp (SPY) 0.5 $1.3M 2.2k 586.00
Msci Common Stock (MSCI) 0.4 $1.2M 2.0k 599.90
iShares S&P Europe 350 Etp (IEV) 0.4 $974k 19k 52.09
VanEck Semiconductor Index Etp (SMH) 0.4 $954k 3.9k 242.13
Micron Technology Common Stock (MU) 0.3 $908k 11k 84.15
Vanguard FTSE All-World Ex US Etp (VEU) 0.2 $535k 9.3k 57.43
Mastercard Common Stock (MA) 0.1 $333k 632.00 526.90
Analog Devices Common Stock (ADI) 0.1 $258k 1.2k 212.35
iShares Russell 2000 Index Etp (IWM) 0.1 $238k 1.1k 220.98