Wealth Bridge Capital Management, LLC Purchases in Q3 2025

Wealth Bridge Capital Management, LLC

  • $414 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.64K
+ 2.66%
$620.67 - $670.08 $1.02M - $1.1M
63.1K $42.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
577
+ 2.21%
$546.99 - $602.2 $316K - $347K
26.7K $16M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
802
+ 0.57%
$118.33 - $128.54 $94.9K - $103K
141K $18.2M
IWM
Ishares Russell 2000 ETF

ETFs
3.63K
+ 22.84%
$214.92 - $244.84 $780K - $889K
19.5K $4.72M
GLD
Spdr Gold Trust

ETFs
165
+ 0.78%
$300.96 - $355.47 $49.7K - $58.7K
21.4K $7.61M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.82K
+ 16.04%
$82.22 - $96.68 $479K - $563K
42.1K $4.07M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.72K
+ 9.16%
$138.08 - $151.2 $375K - $411K
32.3K $4.89M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.92K
+ 3.42%
$132.9 - $142.03 $255K - $272K
57.9K $8.17M
PAVE
Global X Fds Us Infrastructure

ETFs
7.91K
+ 11.1%
$44.02 - $47.63 $348K - $377K
79.2K $3.77M
DTE
Dte Energy CO

Utilities
4.52K
+ 180.34%
$130.26 - $141.49 $589K - $640K
7.03K $993K
LDOS
Leidos Holdings, Inc.

Technology
2.7K
New
$159.2 - $188.96 $429K - $509K
2.7K $509K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.09K
+ 1.49%
$40.68 - $46.33 $44.4K - $50.5K
74.3K $3.37M
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.04%
$303.93 - $329.86 $1.82K - $1.98K
15K $4.92M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.59K
New
$97.75 - $100.75 $351K - $362K
3.59K $359K
ROKT
Spdr S&P Kensho Final Frontier

ETFs
2.81K
+ 24.65%
$64.4 - $76.24 $181K - $214K
14.2K $1.08M
GS
Goldman Sachs Group Inc

Financial Services
353
+ 71.31%
$696.56 - $806.32 $246K - $285K
848 $675K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.09K
+ 26.77%
$45.26 - $46.63 $275K - $284K
28.8K $1.33M
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.59K
+ 6.44%
$50.52 - $50.75 $282K - $283K
92.3K $4.68M
IAU
Ishares Gold Trust

ETFs
416
+ 1.7%
$61.62 - $72.77 $25.6K - $30.3K
24.9K $1.81M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
258
+ 6.13%
$567.09 - $607.37 $146K - $157K
4.46K $2.66M
AVGO
Broadcom Inc.

Technology
109
+ 2.44%
$264.74 - $369.57 $28.9K - $40.3K
4.57K $1.51M
APH
Amphenol Corp

Technology
500
+ 5.81%
$97.39 - $125.4 $48.7K - $62.7K
9.11K $1.13M
VIS
Vanguard Industrial ETF

ETFs
900
New
$281.0 - $296.29 $253K - $267K
900 $266K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.96K
New
$119.73 - $134.7 $235K - $264K
1.96K $261K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.21K
+ 6.33%
$134.42 - $141.26 $163K - $171K
20.4K $2.88M
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.22K
+ 13.96%
$123.59 - $132.83 $150K - $161K
9.92K $1.31M
XAR
Spdr S&P Aerospace & Defense E

ETFs
707
+ 26.58%
$205.52 - $234.96 $145K - $166K
3.37K $791K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.63K
+ 3.03%
$92.18 - $95.14 $151K - $155K
55.6K $5.29M
ETN
Eaton Corp PLC

Industrials
590
New
$342.99 - $392.76 $202K - $232K
590 $220K
LMT
Lockheed Martin Corp

Industrials
416
New
$410.74 - $499.21 $171K - $208K
416 $207K
FXO
First Tr Exchange Traded Fd Fi

ETFs
3.42K
New
$55.81 - $60.32 $191K - $206K
3.42K $203K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
4.68K
+ 8.45%
$27.49 - $29.67 $129K - $139K
60.1K $1.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
202
+ 11.64%
$567.77 - $614.76 $115K - $124K
1.94K $1.19M
VIG
Vanguard Dividend Appreciation

ETFs
989
+ 3.36%
N/A
30.4K $5.55M
VBF
Invesco Bond Fund

Financial Services
7.43K
+ 5.7%
$15.26 - $15.88 $113K - $118K
138K $2.18M
DVY
Ishares Tr

ETFs
56
+ 0.37%
$133.88 - $142.57 $7.5K - $7.98K
15.4K $2.18M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
552
+ 10.86%
$89.32 - $107.82 $49.3K - $59.5K
5.64K $607K
EME
Emcor Group, Inc.

Industrials
91
+ 14.22%
$530.88 - $655.83 $48.3K - $59.7K
731 $474K
GE
General Electric CO

Industrials
182
+ 10.31%
$244.75 - $305.63 $44.5K - $55.6K
1.95K $585K
RTX
Raytheon Technologies Corp

Industrials
337
+ 12.24%
$144.19 - $167.33 $48.6K - $56.4K
3.09K $517K
XOM
Exxon Mobil Corp

Energy
321
+ 2.09%
$105.83 - $117.22 $34K - $37.6K
15.7K $1.77M
PWR
Quanta Services, Inc.

Industrials
144
+ 13.0%
$372.29 - $421.68 $53.6K - $60.7K
1.25K $518K
MU
Micron Technology Inc

Technology
85
+ 4.98%
$104.88 - $168.89 $8.91K - $14.4K
1.79K $299K
FXR
First Trust Industrials/Produc

ETFs
877
+ 22.56%
$75.64 - $80.06 $66.3K - $70.2K
4.77K $371K
JNJ
Johnson & Johnson

Healthcare
9
+ 0.37%
$155.17 - $185.42 $1.4K - $1.67K
2.42K $448K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.19K
+ 2.44%
$17.81 - $18.39 $38.9K - $40.2K
91.9K $1.68M
VUG
Vanguard Growth ETF

ETFs
39
+ 3.01%
$433.97 - $484.08 $16.9K - $18.9K
1.33K $639K
FFIV
F5, Inc.

Technology
134
+ 15.35%
$290.76 - $334.59 $39K - $44.8K
1.01K $325K
VGT
Vanguard Information Technolog

ETFs
3
+ 0.38%
$656.44 - $753.15 $1.97K - $2.26K
789 $589K
Activity Summary
Buys All Purchases 107 New Holdings 10 Increased Positions 97 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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