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CIK: 0001799425
Total reported value
$374.5M
$374.5M
46 檔
21.0%
In Q3 2025, WealthBridge Investment Counsel Inc.'s U.S. equity holdings reached a combined market value of $374.5M, distributed across 46 disclosed stock positions.
In Q3 2025, WealthBridge Investment Counsel Inc. displayed an active expansion posture, initiating 1 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.75% | -0.18% | -1.00% | |
| 2 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.38% | +0.06% | -3.20% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 4.87% | -0.31% | -28.18% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.12% | — | -0.32% | |
| 5 | ETN | Eaton Corporation plc | Stock-Industrials | 4.09% | +0.17% | -0.52% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.83% | +0.03% | -0.61% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.74% | — | — | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.65% | — | -0.03% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.60% | -0.41% | +8.56% | |
| 10 | C | Citigroup Inc | Stock-Financials | 3.48% | +0.25% | -1.48% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.34% | — | -1.90% | |
| 12 | LH | Labcorp Holdings Inc | Stock-Healthcare | 3.07% | -0.22% | -0.16% | |
| 13 | MET | Metlife Inc | Stock-Financials | 3.03% | -0.02% | -0.62% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | -0.25% | -2.67% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 2.74% | +0.05% | -0.78% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 2.72% | -0.54% | +0.21% | |
| 17 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.54% | -0.74% | -1.10% | |
| 18 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.34% | -0.89% | -0.20% | |
| 19 | MDT | Medtronic plc | Stock-Healthcare | 2.34% | -0.43% | -0.28% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.30% | -0.27% | -0.12% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 2.21% | +2.39% | +6.46% | |
| 22 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.20% | -0.56% | -0.81% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.16% | -0.19% | -0.95% | |
| 24 | FDX | Fedex CORP | Stock-Industrials | 2.16% | -0.75% | -3.57% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.03% | -0.20% | +2.83% | |
| 26 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.99% | -0.01% | -0.16% | |
| 27 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.87% | +0.29% | +23.43% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.80% | -0.49% | — | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.79% | -0.17% | +1.92% | |
| 30 | OC | Owens Corning | Stock-Industrials | 1.68% | +0.43% | -1.47% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | +0.01% | +21.77% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.23% | -0.11% | -0.98% | |
| 33 | BUG | Global X Cybersecurity ETF | ETF-Other | 1.08% | — | +0.50% | |
| 34 | COP | Conocophillips | Stock-Energy | 1.05% | -0.47% | — | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.99% | -0.13% | -1.82% | |
| 36 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.87% | +0.48% | -1.70% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.73% | — | -3.26% | |
| 38 | MSCI | Msci Inc | Stock-Financials | 0.71% | +0.05% | +14.04% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.11% | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | — | -2.49% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.38% | +0.01% | +19.00% | |
| 42 | IEV | Ishares Europe ETF | ETF-Other | 0.36% | — | -5.35% | |
| 43 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.35% | — | -8.04% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.11% | -0.01% | — | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.10% | — | +2.18% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.09% | +0.30% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.4% | +6.46% | Add |
| 2 | META | Meta Platforms Inc-class A | +1.1% | +21.77% | Add |
| 3 | VPL | Vanguard Ftse Pacific ETF | +0.9% | +23.43% | Add |
| 4 | ORCL | Oracle CORP | +0.9% | -28.18% | Trim |
| 5 | GS | Goldman Sachs Group Inc | +0.8% | -3.20% | Trim |
| 6 | ETN | Eaton Corporation plc | +0.8% | -0.52% | Add |
| 7 | LHX | L3harris Technologies Inc | +0.6% | -1.10% | Add |
| 8 | C | Citigroup Inc | +0.5% | -1.48% | Trim |
| 9 | MSFT | Microsoft CORP | +0.4% | -2.67% | Trim |
| 10 | VGK | Vanguard Ftse Europe ETF | +0.3% | +8.56% | Add |
| 11 | SMH | Vaneck Semiconductor ETF | +0.3% | -1.70% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.3% | -1.00% | Trim |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +2.83% | Add |
| 14 | LH | Labcorp Holdings Inc | +0.2% | -0.16% | Add |
| 15 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +19.00% | Add |
| 16 | MSCI | Msci Inc | +0.1% | +14.04% | Add |
| 17 | EEM | Ishares Msci Emerging Market | +0.1% | -0.03% | Trim |
| 18 | ADBE | Adobe Inc | +0.1% | -3.26% | Add |
| 19 | NOC | Northrop Grumman CORP | 0% | -0.20% | Add |
| 20 | IWM | Ishares Russell 2000 ETF | — | +2.18% | Add |
| 21 | ADI | Analog Devices Inc | — | — | Unchanged |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.49% | Trim |
| 23 | AMZN | Amazon.com Inc | 0% | -0.61% | Add |
| 24 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 25 | DIS | Walt Disney Co/the | 0% | -0.12% | Add |
| 26 | IEV | Ishares Europe ETF | 0% | -5.35% | Trim |
| 27 | BUG | Global X Cybersecurity ETF | -0.1% | +0.50% | Add |
| 28 | ABBV | Abbvie Inc | -0.1% | -0.78% | Add |
| 29 | DHR | Danaher CORP | -0.2% | -1.82% | Add |
| 30 | EFA | Ishares Msci Eafe ETF | -0.2% | — | Trim |
| 31 | COP | Conocophillips | -0.2% | — | Add |
| 32 | AAPL | Apple Inc | -0.2% | -1.90% | Trim |
| 33 | MDT | Medtronic plc | -0.2% | -0.28% | Add |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.3% | +1.92% | Add |
| 35 | OC | Owens Corning | -0.3% | -1.47% | Add |
| 36 | VZ | Verizon Communications Inc | -0.4% | — | Add |
| 37 | ABT | Abbott Laboratories | -0.4% | +0.21% | Add |
| 38 | KO | Coca-cola Co/the | -0.4% | -0.98% | Trim |
| 39 | MET | Metlife Inc | -0.5% | -0.62% | Trim |
| 40 | LYB | LyondellBasell Industries N.V. | -0.5% | -8.04% | Trim |
| 41 | SBUX | Starbucks CORP | -0.6% | -0.16% | Add |
| 42 | GILD | Gilead Sciences Inc | -0.6% | -0.81% | Trim |
| 43 | MRK | Merck & Co. Inc. | -0.6% | -0.95% | Trim |
| 44 | FDX | Fedex CORP | -0.7% | -3.57% | Trim |
| 45 | V | Visa Inc-class A Shares | -0.9% | -0.32% | Add |
| 46 | STZ | Constellation Brands Inc-a | — | EXIT | Sold out |
| 47 | NVDA | Nvidia CORP | — | NEW | New buy |
| 48 | INTC | Intel CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, WealthBridge Investment Counsel Inc. reported a total U.S. public equity portfolio value of $374.5M across 46 disclosed positions in Q3 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, GS, ORCL) accounted for 21.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
NVDA
市值: $1.6M
Top Position Liquidated / Trimmed
STZ
前期市值: $4.7M
During Q3 2025, WealthBridge Investment Counsel Inc.'s top holdings by market value included JPM (5.8%)、GS (5.4%)、ORCL (4.9%). The largest single position, JPM, represented 5.8% of total portfolio value.
In Q3 2025, WealthBridge Investment Counsel Inc. made 46 total portfolio adjustments, initiating 1 new buys, adding to 27 positions, trimming 16 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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