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CIK: 0001767313
Total reported value
$514.6M
$514.6M
200 檔
19.6%
During the Q4 2024 filing period, WealthBridge Capital Management, LLC (CIK: 0001767313) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $514.6M across 200 reported positions.
In Q4 2024, WealthBridge Capital Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 97 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.77% | +0.11% | +4.10% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.12% | -0.18% | +3.36% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.82% | -0.04% | -0.34% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.25% | -0.16% | -0.50% | |
| 5 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 4.06% | +0.11% | +10.96% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.85% | +0.36% | -0.82% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.41% | +0.06% | +8.22% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.11% | +0.03% | +0.86% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.01% | +0.29% | +1.27% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.96% | -0.04% | +1.99% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.96% | -0.01% | +0.23% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | -0.12% | -1.13% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.60% | -0.01% | +2.38% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.57% | +0.02% | -1.06% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | +0.29% | +1.93% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.40% | +0.03% | +3.14% | |
| 17 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 1.34% | -0.10% | -4.10% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.28% | — | -0.37% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.25% | -0.04% | +4.31% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 1.25% | +0.06% | +0.01% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.18% | -0.07% | +5.09% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.16% | -0.01% | +5.54% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.11% | -0.10% | +3.72% | |
| 24 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.94% | +0.01% | -0.09% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-Other | 0.91% | -0.11% | +5.28% | |
| 26 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.89% | — | +2.14% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.81% | +0.03% | — | |
| 28 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.80% | -0.14% | +16.23% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | -0.07% | +0.15% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | — | -0.99% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.71% | -0.06% | +4.21% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.70% | +0.02% | +4.42% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | -0.03% | +1.73% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.67% | -0.02% | -1.14% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | +0.12% | +1.27% | |
| 36 | AMLP | Alerian Mlp ETF | ETF-Other | 0.65% | -0.01% | +10.37% | |
| 37 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.64% | -0.05% | -0.63% | |
| 38 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.64% | -0.02% | -0.52% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | +0.01% | +2.59% | |
| 40 | PAVE | Global X US Infrastructure | ETF-Other | 0.62% | -0.12% | +22.15% | |
| 41 | AIRR | First Trust Rba American Ind | ETF-Other | 0.59% | -0.27% | +23.16% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.56% | -0.02% | +0.38% | |
| 43 | PGR | Progressive CORP | Stock-Financials | 0.54% | -0.03% | -1.01% | |
| 44 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -0.02% | -4.26% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.51% | -0.01% | +0.02% | |
| 46 | VBF | Invesco Bond Fund | Stock-Other | 0.50% | -0.06% | +23.77% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.56% | EXIT | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.08% | -2.15% | |
| 49 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.42% | -0.01% | +4.07% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-Other | 0.41% | +0.01% | -12.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.4% | +0.86% | Add |
| 2 | BKLC | Bny Mellon US Lrg Cap Cor | +0.4% | +10.96% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +8.22% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.3% | +4.10% | Add |
| 5 | TSLA | Tesla Inc | +0.3% | +0.15% | Add |
| 6 | UWM | Proshares Ultra Russell2000 | +0.2% | NEW | New buy |
| 7 | NVDA | Nvidia CORP | +0.2% | +1.27% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -1.13% | Trim |
| 9 | AAPL | Apple Inc | +0.1% | -0.82% | Trim |
| 10 | EMR | Emerson Electric Co | +0.1% | +0.01% | Add |
| 11 | AIRR | First Trust Rba American Ind | +0.1% | +23.16% | Add |
| 12 | FDN | First Trust Dj Internet Ind | +0.1% | -0.09% | Trim |
| 13 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 14 | PAVE | Global X US Infrastructure | +0.1% | +22.15% | Add |
| 15 | AVGO | Broadcom Inc | +0.1% | +13.76% | Add |
| 16 | SOXX | Ishares Semiconductor ETF | +0.1% | NEW | New buy |
| 17 | IGM | Ishares Expanded Tech Sector | +0.1% | +0.23% | Add |
| 18 | PKW | Invesco Buyback Achievers Et | +0.1% | +34.09% | Add |
| 19 | NFLX | Netflix Inc | +0.1% | +0.91% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -0.99% | Trim |
| 21 | GE | General Electric | +0.1% | NEW | New buy |
| 22 | AMLP | Alerian Mlp ETF | +0.1% | +10.37% | Add |
| 23 | HYD | Vaneck High Yield Muni ETF | +0.1% | +35.98% | Add |
| 24 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 25 | V | Visa Inc-class A Shares | +0.1% | +2.86% | Add |
| 26 | DGIN | Vaneck Digital India ETF | +0.1% | +52.66% | Add |
| 27 | UTWO | F/m US Treasury 2 Year Note | +0.1% | +37.41% | Add |
| 28 | BOTZ | Global X Robotics & Artifici | +0.1% | +34.44% | Add |
| 29 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | +16.23% | Add |
| 30 | VBF | Invesco Bond Fund | 0% | +23.77% | Add |
| 31 | IWF | Ishares Russell 1000 Growth | 0% | +1.73% | Add |
| 32 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | -2.15% | Trim |
| 34 | OKE | Oneok Inc | 0% | +4.17% | Add |
| 35 | FBND | Fidelity Total Bond ETF | 0% | +23.44% | Add |
| 36 | JMST | JPM Ultra-short Muni Income | 0% | +14.69% | Add |
| 37 | IYW | Ishares Ustechnology ETF | 0% | -1.06% | Trim |
| 38 | ICSH | Ishares Ultra Short Duration | 0% | +5.54% | Add |
| 39 | FUMB | First Trust Ultra Short Dur | 0% | +22.24% | Add |
| 40 | APH | Amphenol Corp-cl A | 0% | +15.45% | Add |
| 41 | PANW | Palo Alto Networks Inc | 0% | +131.59% | Add |
| 42 | MLI | Mueller Industries Inc | 0% | +28.74% | Add |
| 43 | IWD | Ishares Russell 1000 Value E | 0% | +21.33% | Add |
| 44 | XLG | Invesco S&p 500 Top 50 ETF | 0% | +26.44% | Add |
| 45 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +13.37% | Add |
| 46 | MRSH | Marsh & Mclennan Cos | 0% | +29.56% | Add |
| 47 | FISV | Fiserv Inc | 0% | — | Unchanged |
| 48 | GPK | Graphic Packaging Holding Co | 0% | +33.85% | Add |
| 49 | IWM | Ishares Russell 2000 ETF | 0% | +3.72% | Add |
| 50 | MDY | State Street Spdr S&p Midcap | 0% | +4.42% | Add |
According to official SEC Form 13F filings, WealthBridge Capital Management, LLC reported a total U.S. public equity portfolio value of $514.6M across 200 disclosed positions in Q4 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 19.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
UWM
市值: $764.3K
Top Position Liquidated / Trimmed
VPU
前期市值: $1.8M
During Q4 2024, WealthBridge Capital Management, LLC's top holdings by market value included IVV (9.8%)、RSP (5.1%)、SPY (4.8%). The largest single position, IVV, represented 9.8% of total portfolio value.
In Q4 2024, WealthBridge Capital Management, LLC made 168 total portfolio adjustments, initiating 5 new buys, adding to 97 positions, trimming 51 holdings, and fully liquidating 15 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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