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CIK: 0001767313
Total reported value
$503.1M
$503.1M
210 檔
19.3%
According to the latest 13F quarterly dataset, WealthBridge Capital Management, LLC managed an equity portfolio of $503.1M at the end of Q3 2024, spanning 210 distinct U.S. exchange-listed positions.
In Q3 2024, WealthBridge Capital Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.46% | +0.20% | +9.09% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.21% | -0.12% | +7.45% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.87% | -0.01% | +0.57% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.46% | -0.56% | +0.55% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.71% | +0.18% | -0.57% | |
| 6 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 3.68% | +0.25% | +17.06% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.09% | +0.54% | +10.94% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | -0.03% | +1.49% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.98% | -0.16% | +3.14% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.89% | +0.30% | -0.17% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | -0.05% | +19.35% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.63% | -0.08% | +2.98% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | +0.05% | -1.62% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.10% | +10.23% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.55% | +0.20% | -0.99% | |
| 16 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 1.50% | -0.16% | -0.92% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.40% | -0.56% | +3.39% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | +0.14% | +55.62% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.29% | +0.01% | -0.97% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.27% | -0.21% | +2.81% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.14% | -0.15% | +10.96% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 1.13% | -0.06% | — | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.10% | +0.03% | +4.45% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-Other | 0.91% | +0.03% | +2.07% | |
| 25 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.89% | +0.06% | +9.53% | |
| 26 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.84% | -0.15% | -1.19% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.06% | +261.10% | |
| 28 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.76% | +0.12% | +19.35% | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.75% | -0.03% | +4.66% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | -0.05% | -0.93% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.69% | -0.01% | +1.65% | |
| 32 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.69% | -0.02% | +1.38% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | — | +8.61% | |
| 34 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.68% | -0.08% | +2.64% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.03% | +6.09% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.10% | +15.90% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.01% | -0.55% | |
| 38 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.62% | -0.07% | -1.42% | |
| 39 | PGR | Progressive CORP | Stock-Financials | 0.60% | +0.32% | NEW | |
| 40 | AMLP | Alerian Mlp ETF | ETF-Other | 0.59% | -0.07% | +8.26% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.59% | -0.06% | +1.85% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | -0.03% | -2.26% | |
| 43 | PAVE | Global X US Infrastructure | ETF-Other | 0.53% | +0.14% | +23.57% | |
| 44 | VPU | Vanguard Utilities Index Fund ETF Shares | ETF-Large Cap & Growth | 0.52% | — | — | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.52% | -0.02% | +0.35% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.02% | -0.24% | |
| 47 | AIRR | First Trust Rba American Ind | ETF-Other | 0.48% | +0.22% | +19.46% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.07% | +10.90% | |
| 49 | VBF | Invesco Bond Fund | Stock-Other | 0.46% | -0.07% | +41.31% | |
| 50 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.44% | +0.10% | +2.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | +0.6% | +261.10% | Add |
| 2 | VPU | Vanguard Utilities Index Fund ETF Shares | +0.5% | NEW | New buy |
| 3 | LLY | Eli Lilly & Co | +0.3% | +55.62% | Add |
| 4 | BKLC | Bny Mellon US Lrg Cap Cor | +0.3% | +17.06% | Add |
| 5 | UTWO | F/m US Treasury 2 Year Note | +0.2% | NEW | New buy |
| 6 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 7 | DGIN | Vaneck Digital India ETF | +0.1% | NEW | New buy |
| 8 | VBF | Invesco Bond Fund | +0.1% | +41.31% | Add |
| 9 | FISV | Fiserv Inc | +0.1% | NEW | New buy |
| 10 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +19.35% | Add |
| 11 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 12 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +7.45% | Add |
| 13 | PAVE | Global X US Infrastructure | +0.1% | +23.57% | Add |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | +42.17% | Add |
| 15 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +15.90% | Add |
| 17 | FSIG | Ft LTD Duration Inv Grade | +0.1% | +50.50% | Add |
| 18 | JMST | JPM Ultra-short Muni Income | +0.1% | +71.57% | Add |
| 19 | HYD | Vaneck High Yield Muni ETF | +0.1% | +81.84% | Add |
| 20 | FBND | Fidelity Total Bond ETF | +0.1% | +76.29% | Add |
| 21 | FUMB | First Trust Ultra Short Dur | +0.1% | +153.47% | Add |
| 22 | IBMP | Ishares Ibonds Dec 2027 Term | +0.1% | NEW | New buy |
| 23 | TSLA | Tesla Inc | +0.1% | -0.24% | Trim |
| 24 | IRM | Iron Mountain Inc | +0.1% | +2.43% | Add |
| 25 | PKW | Invesco Buyback Achievers Et | +0.1% | +47.98% | Add |
| 26 | AIRR | First Trust Rba American Ind | +0.1% | +19.46% | Add |
| 27 | ABBV | Abbvie Inc | +0.1% | +8.61% | Add |
| 28 | PGR | Progressive CORP | +0.1% | +1.93% | Add |
| 29 | NVDA | Nvidia CORP | 0% | +19.35% | Add |
| 30 | FPE | Ft-preferred Secur & Inc ETF | 0% | +19.64% | Add |
| 31 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | 0% | +9.53% | Add |
| 32 | GLD | Spdr Gold Shares | 0% | +3.39% | Add |
| 33 | NOBL | Proshares S&p 500 Dividend A | 0% | +4.66% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | +9.09% | Add |
| 35 | SPLV | Invesco S&p 500 Low Volatili | 0% | +2.64% | Add |
| 36 | AIVL | Wisdomtree US Ai Enhanced Va | 0% | +1.38% | Add |
| 37 | IWM | Ishares Russell 2000 ETF | 0% | +4.45% | Add |
| 38 | XLI | Ss Industrial Select Sector | 0% | +2.07% | Add |
| 39 | USMV | Ishares Msci USA Min Vol Fac | 0% | +2.81% | Add |
| 40 | ICSH | Ishares Ultra Short Duration | 0% | +10.96% | Add |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +2.98% | Add |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.55% | Add |
| 43 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +10.94% | Add |
| 44 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +3.14% | Add |
| 45 | MSFT | Microsoft CORP | -0.1% | +10.23% | Add |
| 46 | AAPL | Apple Inc | -0.2% | -0.57% | Trim |
| 47 | SMCIUSD | Super Micro Computer Inc | -0.3% | EXIT | Sold out |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | +0.57% | Add |
| 49 | GOOG | Alphabet Inc-cl C | -0.5% | -1.62% | Trim |
| 50 | ✓ | First Tr Exchange-traded Fd | -0.6% | EXIT | Sold out |
According to official SEC Form 13F filings, WealthBridge Capital Management, LLC reported a total U.S. public equity portfolio value of $503.1M across 210 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, RSP, SPY) accounted for 19.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
VPU
市值: $1.8M
Top Position Liquidated / Trimmed
FIRST TR EXCHANGE-TRADED FD
前期市值: $1.8M
During Q3 2024, WealthBridge Capital Management, LLC's top holdings by market value included IVV (9.5%)、RSP (5.2%)、SPY (4.9%). The largest single position, IVV, represented 9.5% of total portfolio value.
In Q3 2024, WealthBridge Capital Management, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 37 positions, trimming 3 holdings, and fully liquidating 2 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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