Wealth Bridge Capital Management, LLC Purchases in Q2 2025

Wealth Bridge Capital Management, LLC

  • $384 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.96K
+ 3.28%
$498.8 - $620.9 $975K - $1.21M
61.5K $38.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.01K
+ 8.33%
$416.06 - $551.64 $836K - $1.11M
26.1K $14.4M
NVDA
Nvidia Corp

Technology
2.27K
+ 4.15%
$94.31 - $157.99 $214K - $359K
57K $9.01M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
8.37K
+ 6.33%
$94.74 - $118.43 $793K - $991K
141K $16.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
591
+ 1.87%
$496.48 - $617.85 $293K - $365K
32.2K $19.9M
AMZN
Amazon Com Inc

Consumer Cyclical
1.52K
+ 2.98%
$167.32 - $223.3 $253K - $338K
52.3K $11.5M
MSFT
Microsoft Corp

Technology
84
+ 0.65%
$354.56 - $497.45 $29.8K - $41.8K
13.1K $6.51M
IGM
Ishares Expanded Tech Sector E

ETFs
805
+ 1.16%
$79.8 - $112.34 $64.2K - $90.4K
70.2K $7.88M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.65K
+ 2.44%
$152.93 - $181.74 $405K - $481K
111K $20.2M
NFLX
Netflix Inc

Communication Services
407
+ 26.24%
$855.86 - $1339.13 $348K - $545K
1.96K $2.62M
META
Meta Platforms, Inc.

Communication Services
264
+ 6.12%
$484.66 - $738.09 $128K - $195K
4.58K $3.38M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.83K
+ 19.13%
$61.92 - $81.5 $361K - $475K
36.3K $2.95M
EMR
Emerson Electric CO

Industrials
6
+ 0.02%
$94.15 - $133.33 $565 - $800
35.8K $4.77M
PAVE
Global X Fds Us Infrastructure

ETFs
9.74K
+ 15.82%
$33.78 - $43.68 $329K - $425K
71.3K $3.11M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3.61K
+ 23.2%
$106.81 - $136.49 $385K - $493K
19.2K $2.62M
FDN
First Tr Fd Dow Jones

ETFs
57
+ 0.42%
$200.29 - $269.33 $11.4K - $15.4K
13.6K $3.65M
JPM
Jpmorgan Chase & CO

Financial Services
573
+ 5.61%
$210.28 - $289.91 $120K - $166K
10.8K $3.13M
T
At&T Inc.

Communication Services
19K
New
$26.33 - $28.94 $500K - $549K
19K $549K
QLD
Proshares Ultra Qqq

ETFs
4.42K
New
$69.34 - $117.71 $307K - $521K
4.42K $520K
MO
Altria Group, Inc.

Consumer Defensive
7.72K
New
$55.56 - $60.91 $429K - $470K
7.72K $452K
PWR
Quanta Services, Inc.

Industrials
1.11K
New
$239.47 - $381.26 $265K - $422K
1.11K $418K
XLI
Industrial Sector Spdr

ETFs
7
+ 0.03%
$116.42 - $147.52 $815 - $1.03K
24.7K $3.64M
IWF
Ishares Russell 1000 Gr ETF

ETFs
20
+ 0.33%
$320.42 - $424.58 $6.41K - $8.49K
6.16K $2.62M
GLD
Spdr Gold Trust

ETFs
145
+ 0.69%
$273.71 - $316.29 $39.7K - $45.9K
21.2K $6.48M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.68K
+ 35.45%
$50.52 - $50.92 $388K - $391K
29.3K $1.49M
EME
Emcor Group, Inc.

Industrials
640
New
$342.02 - $534.89 $219K - $342K
640 $342K
GOOGL
Alphabet Inc.

Communication Services
703
+ 8.58%
$144.7 - $178.6 $102K - $126K
8.9K $1.57M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
410
+ 0.74%
$114.78 - $133.31 $47.1K - $54.7K
56K $7.47M
APH
Amphenol Corp

Technology
66
+ 0.77%
$59.09 - $98.75 $3.9K - $6.52K
8.61K $849K
HWM
Howmet Aerospace Inc.

Industrials
634
+ 23.46%
$112.33 - $186.13 $71.2K - $118K
3.34K $620K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.72K
+ 5.31%
$85.42 - $94.39 $232K - $257K
53.9K $5.06M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.42K
New
$152.42 - $182.82 $216K - $259K
1.42K $259K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.5K
New
$19.6 - $24.44 $206K - $257K
10.5K $256K
FFIV
F5, Inc.

Technology
873
New
$239.25 - $295.9 $209K - $258K
873 $256K
RDVY
First Trust Rising Dividend Ac

ETFs
2.15K
+ 8.19%
$51.6 - $62.74 $111K - $135K
28.4K $1.78M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.93K
+ 3245.39%
$87.84 - $1441.89 $433K - $7.11M
5.09K $458K
NOW
Service Now, Inc.

Technology
234
New
$721.65 - $1040.18 $169K - $243K
234 $240K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
600
+ 3.89%
$57.46 - $75.58 $34.5K - $45.3K
16K $1.21M
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.2K
+ 16.02%
$98.58 - $123.6 $118K - $149K
8.71K $1.08M
CLH
Clean Harbors Inc

Industrials
958
New
$182.1 - $233.5 $174K - $224K
958 $221K
ORCL
Oracle Corp

Technology
1K
New
$122.82 - $218.63 $123K - $219K
1K $219K
CRWD
Crowd Strike Holdings, Inc.

Technology
428
New
$321.63 - $509.31 $138K - $218K
428 $217K
AIQ
Global X Funds Global X Artifi

ETFs
4.96K
New
$31.5 - $43.69 $156K - $217K
4.96K $216K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.2K
+ 32.4%
$108.12 - $135.04 $130K - $162K
4.91K $663K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
1.07K
+ 1.97%
$21.8 - $27.71 $23.3K - $29.6K
55.4K $1.53M
MU
Micron Technology Inc

Technology
1.71K
New
$64.72 - $127.91 $110K - $218K
1.71K $210K
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.57K
+ 4.29%
$50.48 - $50.71 $180K - $181K
86.7K $4.4M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.4K
+ 9.16%
$71.28 - $83.74 $99.7K - $117K
16.7K $1.4M
QTEC
First Trust Nasdaq 100 Technol

ETFs
484
+ 28.16%
$149.56 - $212.83 $72.4K - $103K
2.2K $468K
Activity Summary
Buys All Purchases 120 New Holdings 19 Increased Positions 101 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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