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CIK: 0001767313
Total reported value
$503.1M
$503.1M
192 檔
16.7%
As reported in its official Q1 2024 Form 13F filing, WealthBridge Capital Management, LLC's tracked investment portfolio stood at $503.1M with 192 total positions.
During Q1 2024, WealthBridge Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.20% | +0.20% | +4.88% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.48% | -0.12% | -4.88% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.38% | -0.01% | +0.29% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.77% | -0.56% | -0.43% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.39% | +0.18% | -2.39% | |
| 6 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 3.18% | +0.25% | +23.58% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.16% | -0.03% | -1.04% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.00% | +0.54% | +3.30% | |
| 9 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 2.16% | -0.16% | -4.37% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.08% | -0.16% | +3.93% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.07% | +0.30% | +496.53% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.84% | +0.05% | -0.03% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.10% | +0.50% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.68% | -0.08% | +3.12% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.65% | +0.20% | -2.61% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.50% | +0.03% | -0.20% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | +0.01% | +0.74% | |
| 18 | EMR | Emerson Electric Co | Stock-Industrials | 1.38% | -0.06% | -1.21% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.30% | -0.21% | +0.27% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | -0.05% | +6.29% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.29% | -0.56% | +2.14% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.12% | -0.15% | +1.14% | |
| 23 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.99% | -0.15% | +0.12% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-Other | 0.93% | +0.03% | +0.93% | |
| 25 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.88% | +0.06% | +2.15% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.14% | +5.85% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | -0.05% | -2.88% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.79% | -0.03% | +5.25% | |
| 29 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.77% | -0.07% | -1.03% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.03% | +0.51% | |
| 31 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.76% | -0.08% | -1.27% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.75% | -0.01% | +1.75% | |
| 33 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.74% | -0.02% | +3.99% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | — | -0.08% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.70% | +0.01% | +0.36% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-Other | 0.63% | -0.03% | — | |
| 37 | AMLP | Alerian Mlp ETF | ETF-Other | 0.61% | -0.07% | +6.27% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.10% | -1.15% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.60% | -0.06% | -0.32% | |
| 40 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.59% | +0.12% | +13.24% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.59% | -0.02% | -0.84% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.02% | -15.79% | |
| 43 | PGR | Progressive CORP | Stock-Financials | 0.56% | +0.32% | NEW | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.07% | +9.35% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.04% | -0.52% | |
| 46 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.47% | -0.02% | +0.30% | |
| 47 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.45% | -0.01% | -0.90% | |
| 48 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.44% | -0.03% | +5.25% | |
| 49 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.43% | — | -8.14% | |
| 50 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.43% | -0.04% | -0.09% |
According to official SEC Form 13F filings, WealthBridge Capital Management, LLC reported a total U.S. public equity portfolio value of $503.1M across 192 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, RSP, SPY) accounted for 16.7% of total reported equity market value during Q1 2024.
During Q1 2024, WealthBridge Capital Management, LLC's top holdings by market value included IVV (9.2%)、RSP (5.5%)、SPY (5.4%). The largest single position, IVV, represented 9.2% of total portfolio value.
In Q1 2024, WealthBridge Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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