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CIK: 0001799425
Total reported value
$374.5M
$374.5M
43 檔
15.9%
During the Q1 2024 filing period, WealthBridge Investment Counsel Inc. (CIK: 0001799425) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $374.5M across 43 reported positions.
During Q1 2024, WealthBridge Investment Counsel Inc.'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 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.23% | -0.18% | -1.57% | |
| 2 | ETN | Eaton Corporation plc | Stock-Industrials | 4.43% | +0.17% | -2.30% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 4.17% | — | -0.35% | |
| 4 | MRK | Merck & Co. Inc. | Stock-Healthcare | 4.15% | -0.19% | -0.68% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.09% | — | -1.28% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.02% | +0.06% | -1.09% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 3.86% | -0.31% | +0.96% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.57% | +0.03% | +0.61% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.51% | — | -4.04% | |
| 10 | FDX | Fedex CORP | Stock-Industrials | 3.47% | -0.75% | -0.59% | |
| 11 | MET | Metlife Inc | Stock-Financials | 3.24% | -0.02% | -0.42% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.24% | — | -2.17% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.88% | -0.41% | -1.46% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.84% | -0.27% | -0.87% | |
| 15 | ✓ | Laboratory Corp. of America | Stock-Other | 2.76% | — | -0.87% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.25% | +0.35% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 2.67% | -0.54% | -0.08% | |
| 18 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 2.64% | — | +0.40% | |
| 19 | C | Citigroup Inc | Stock-Financials | 2.60% | +0.25% | +0.09% | |
| 20 | CVS | Cvs Health CORP | Stock-Healthcare | 2.49% | — | -1.98% | |
| 21 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.42% | -0.01% | +0.60% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 2.42% | +0.05% | -1.01% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 2.39% | -0.43% | -0.70% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.26% | -0.17% | -0.10% | |
| 25 | OC | Owens Corning | Stock-Industrials | 2.18% | +0.43% | -0.42% | |
| 26 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.11% | -0.89% | -0.42% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.05% | -0.49% | +0.21% | |
| 28 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.01% | -0.56% | -4.20% | |
| 29 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.00% | -0.74% | +0.60% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.69% | -0.20% | -0.48% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.46% | -0.11% | -0.54% | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 1.46% | -0.13% | +5.41% | |
| 33 | INTC | Intel CORP | Stock-Tech | 1.33% | — | — | |
| 34 | COP | Conocophillips | Stock-Energy | 1.30% | -0.47% | — | |
| 35 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.21% | — | +0.95% | |
| 36 | BUG | Global X Cybersecurity ETF | ETF-Other | 1.05% | — | -0.93% | |
| 37 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.68% | +0.29% | -0.41% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | — | — | |
| 39 | IEV | Ishares Europe ETF | ETF-Other | 0.39% | — | -6.27% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.19% | +0.01% | +5.13% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.11% | -0.01% | — | |
| 42 | ADI | Analog Devices Inc | Stock-Tech | 0.09% | +0.30% | — | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.08% | — | — |
According to official SEC Form 13F filings, WealthBridge Investment Counsel Inc. reported a total U.S. public equity portfolio value of $374.5M across 43 disclosed positions in Q1 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 JPM, ETN, V) accounted for 15.9% of total reported equity market value during Q1 2024.
During Q1 2024, WealthBridge Investment Counsel Inc.'s top holdings by market value included JPM (5.2%)、ETN (4.4%)、V (4.2%). The largest single position, JPM, represented 5.2% of total portfolio value.
In Q1 2024, WealthBridge Investment Counsel Inc. 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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