13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001799425
Total reported value
$374.5M
$374.5M
47 檔
16.8%
At the close of Q1 2025, WealthBridge Investment Counsel Inc. disclosed equity holdings valued at approximately $374.5M, spread across 47 reported holdings.
In Q1 2025, WealthBridge Investment Counsel Inc. displayed an active expansion posture, initiating 47 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.46% | -0.18% | -0.74% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 5.00% | — | -0.01% | |
| 3 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.63% | +0.06% | -1.43% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 3.95% | -0.31% | +0.10% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.90% | — | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.85% | +0.03% | +0.17% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.59% | — | -0.49% | |
| 8 | MET | Metlife Inc | Stock-Financials | 3.53% | -0.02% | -0.37% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.52% | — | -0.21% | |
| 10 | ETN | Eaton Corporation plc | Stock-Industrials | 3.34% | +0.17% | +5.13% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.29% | -0.41% | +4.44% | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 3.12% | -0.54% | -0.15% | |
| 13 | C | Citigroup Inc | Stock-Financials | 2.94% | +0.25% | +0.04% | |
| 14 | LH | Labcorp Holdings Inc | Stock-Healthcare | 2.90% | -0.22% | +0.51% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 2.87% | +0.05% | +0.93% | |
| 16 | FDX | Fedex CORP | Stock-Industrials | 2.84% | -0.75% | -0.14% | |
| 17 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.83% | -0.56% | -1.14% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.80% | -0.19% | +0.38% | |
| 19 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.58% | -0.01% | +0.56% | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 2.57% | -0.43% | +2.80% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.25% | +1.76% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.33% | -0.27% | +0.66% | |
| 23 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.32% | -0.89% | -0.68% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.18% | -0.49% | +0.42% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.08% | -0.17% | +2.36% | |
| 26 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.98% | -0.74% | +1.90% | |
| 27 | OC | Owens Corning | Stock-Industrials | 1.98% | +0.43% | +3.43% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.84% | -0.20% | +3.35% | |
| 29 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.72% | — | -4.12% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.64% | -0.11% | -0.47% | |
| 31 | COP | Conocophillips | Stock-Energy | 1.22% | -0.47% | +9.66% | |
| 32 | BUG | Global X Cybersecurity ETF | ETF-Other | 1.15% | — | +1.04% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 1.14% | -0.13% | -1.46% | |
| 34 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.93% | +0.29% | +20.05% | |
| 35 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.87% | — | -1.24% | |
| 36 | MU | Micron Technology Inc | Stock-Tech | 0.79% | +2.39% | +130.54% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.68% | — | +40.67% | |
| 38 | MSCI | Msci Inc | Stock-Financials | 0.61% | +0.05% | +45.16% | |
| 39 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.56% | +0.48% | +83.76% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | — | -3.99% | |
| 41 | IEV | Ishares Europe ETF | ETF-Other | 0.40% | — | — | |
| 42 | INTC | Intel CORP | Stock-Tech | 0.37% | — | -30.63% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.27% | +0.01% | +29.68% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | +0.01% | — | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.13% | -0.01% | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.10% | — | +27.86% | |
| 47 | ADI | Analog Devices Inc | Stock-Tech | 0.09% | +0.30% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 2 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 3 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 4 | ORCL | Oracle CORP | — | NEW | New buy |
| 5 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 8 | MET | Metlife Inc | — | NEW | New buy |
| 9 | AAPL | Apple Inc | — | NEW | New buy |
| 10 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 11 | VGK | Vanguard Ftse Europe ETF | — | NEW | New buy |
| 12 | ABT | Abbott Laboratories | — | NEW | New buy |
| 13 | C | Citigroup Inc | — | NEW | New buy |
| 14 | LH | Labcorp Holdings Inc | — | NEW | New buy |
| 15 | ABBV | Abbvie Inc | — | NEW | New buy |
| 16 | FDX | Fedex CORP | — | NEW | New buy |
| 17 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 18 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 19 | SBUX | Starbucks CORP | — | NEW | New buy |
| 20 | MDT | Medtronic plc | — | NEW | New buy |
| 21 | MSFT | Microsoft CORP | — | NEW | New buy |
| 22 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 23 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 24 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 25 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 26 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 27 | OC | Owens Corning | — | NEW | New buy |
| 28 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 29 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 30 | KO | Coca-cola Co/the | — | NEW | New buy |
| 31 | COP | Conocophillips | — | NEW | New buy |
| 32 | BUG | Global X Cybersecurity ETF | — | NEW | New buy |
| 33 | DHR | Danaher CORP | — | NEW | New buy |
| 34 | VPL | Vanguard Ftse Pacific ETF | — | NEW | New buy |
| 35 | LYB | LyondellBasell Industries N.V. | — | NEW | New buy |
| 36 | MU | Micron Technology Inc | — | NEW | New buy |
| 37 | ADBE | Adobe Inc | — | NEW | New buy |
| 38 | MSCI | Msci Inc | — | NEW | New buy |
| 39 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 41 | IEV | Ishares Europe ETF | — | NEW | New buy |
| 42 | INTC | Intel CORP | — | NEW | New buy |
| 43 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 44 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 45 | MA | Mastercard Inc - A | — | NEW | New buy |
| 46 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 47 | ADI | Analog Devices Inc | — | NEW | New buy |
According to official SEC Form 13F filings, WealthBridge Investment Counsel Inc. reported a total U.S. public equity portfolio value of $374.5M across 47 disclosed positions in Q1 2025.
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, V, GS) accounted for 16.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
JPM
市值: $15.0M
During Q1 2025, WealthBridge Investment Counsel Inc.'s top holdings by market value included JPM (5.5%)、V (5.0%)、GS (4.6%). The largest single position, JPM, represented 5.5% of total portfolio value.
In Q1 2025, WealthBridge Investment Counsel Inc. made 47 total portfolio adjustments, initiating 47 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.