Wealth Bridge Capital Management, LLC Purchases in Q4 2024

Wealth Bridge Capital Management, LLC

  • $354 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.35K
+ 4.1%
$570.51 - $610.59 $1.34M - $1.44M
59.8K $35.2M
AMZN
Amazon Com Inc

Consumer Cyclical
435
+ 0.86%
$180.88 - $232.93 $78.7K - $101K
51.1K $11.2M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
12.9K
+ 10.96%
$108.0 - $116.52 $1.39M - $1.5M
131K $14.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.82K
+ 8.22%
$481.22 - $538.17 $878K - $982K
24K $12.3M
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.15%
$213.65 - $479.86 $2.14K - $4.8K
6.66K $2.69M
NVDA
Nvidia Corp

Technology
677
+ 1.27%
$117.0 - $148.88 $79.2K - $101K
53.9K $7.24M
UWM
Proshares Ultra Russell 2000

ETFs
18.3K
New
$41.07 - $50.82 $750K - $928K
18.3K $764K
EMR
Emerson Electric CO

Industrials
5
+ 0.01%
$108.13 - $134.33 $541 - $672
36.2K $4.48M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.22K
+ 23.16%
$73.49 - $86.09 $383K - $449K
27.7K $2.14M
IGM
Ishares Expanded Tech Sector E

ETFs
161
+ 0.23%
$94.19 - $106.95 $15.2K - $17.2K
69K $7.04M
AVGO
Broadcom Inc.

Technology
523
+ 13.76%
$159.67 - $250.0 $83.5K - $131K
4.32K $1M
SOXX
Ishares Semiconductor ETF

ETFs
1.42K
New
$211.27 - $239.8 $300K - $340K
1.42K $305K
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.5K
+ 34.09%
$114.02 - $125.22 $285K - $313K
9.85K $1.13M
NFLX
Netflix Inc

Communication Services
14
+ 0.91%
$687.65 - $936.56 $9.63K - $13.1K
1.55K $1.38M
VRT
Vertiv Holdings CO

Industrials
3.17K
New
N/A
3.17K $274K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.58K
+ 10.37%
$46.48 - $51.32 $213K - $235K
48.8K $2.35M
GE
General Electric CO

Industrials
1.55K
New
$159.95 - $194.23 $248K - $302K
1.55K $259K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.38K
+ 16.23%
$119.34 - $127.78 $404K - $432K
24.2K $2.89M
HYD
Vaneck High Yield Muni ETF

ETFs
4.9K
+ 35.98%
$51.09 - $53.06 $250K - $260K
18.5K $961K
V
Visa Inc.

Financial Services
127
+ 2.86%
$273.87 - $320.91 $34.8K - $40.8K
4.56K $1.44M
DIS
Walt Disney CO

Communication Services
1.98K
New
$92.39 - $117.6 $183K - $233K
1.98K $220K
IWF
Ishares Russell 1000 Gr ETF

ETFs
106
+ 1.73%
$370.24 - $418.94 $39.2K - $44.4K
6.23K $2.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.42K
+ 3.36%
$174.22 - $187.62 $596K - $642K
105K $18.4M
VBF
Invesco Bond Fund

Financial Services
22.3K
+ 23.77%
$15.36 - $17.05 $342K - $380K
116K $1.79M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.35K
+ 5.54%
$50.35 - $50.69 $219K - $220K
82.8K $4.18M
BOTZ
Global X Fds

ETFs
5.96K
+ 34.44%
$31.11 - $34.18 $185K - $204K
23.3K $743K
IWM
Ishares Russell 2000 ETF

ETFs
651
+ 3.72%
$216.13 - $242.4 $141K - $158K
18.1K $4.01M
GLD
Spdr Gold Trust

ETFs
633
+ 3.14%
$236.59 - $257.5 $150K - $163K
20.8K $5.03M
OKE
Oneok Inc

Energy
409
+ 4.17%
$92.28 - $117.05 $37.7K - $47.9K
10.2K $1.03M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.45K
+ 23.44%
$44.87 - $46.86 $155K - $162K
18.2K $815K
VIG
Vanguard Dividend Appreciation

ETFs
684
+ 2.38%
N/A
29.4K $5.36M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.47K
+ 14.69%
$50.67 - $50.9 $125K - $126K
19.3K $977K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
5.63K
+ 22.24%
$20.05 - $20.15 $113K - $113K
30.9K $621K
APH
Amphenol Corp

Technology
1.13K
+ 15.45%
$62.07 - $75.35 $70K - $84.9K
8.42K $584K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
188
+ 4.42%
$563.99 - $620.12 $106K - $117K
4.44K $2.53M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.08K
+ 1.99%
$126.68 - $134.74 $137K - $145K
55.2K $7.05M
PANW
Palo Alto Networks Inc

Technology
1.71K
+ 131.59%
$181.96 - $405.9 $311K - $693K
3.01K $546K
META
Meta Platforms, Inc.

Communication Services
51
+ 1.27%
$554.08 - $632.68 $28.3K - $32.3K
4.07K $2.4M
MLI
Mueller Industries Inc

Industrials
923
+ 28.74%
$71.2 - $95.34 $65.7K - $88K
4.14K $328K
IWD
Ishares Russell 1000 Val ETF

ETFs
518
+ 21.33%
$183.23 - $199.79 $94.9K - $103K
2.95K $545K
XLI
Industrial Sector Spdr

ETFs
1.24K
+ 5.28%
$131.76 - $143.99 $164K - $179K
24.8K $3.27M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.24K
+ 26.44%
$46.94 - $51.62 $58.3K - $64.1K
5.94K $296K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.61K
+ 2.14%
$40.82 - $45.39 $65.5K - $72.9K
76.6K $3.19M
PLPC
Preformed Line Products CO

Industrials
551
+ 7.76%
$121.1 - $143.56 $66.7K - $79.1K
7.65K $977K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1K
+ 13.37%
$65.67 - $69.79 $65.7K - $69.8K
8.48K $568K
FSIG
First Tr ETF Iv LTD Duration I
4.5K
+ 7.5%
$18.8 - $19.23 $84.7K - $86.6K
64.5K $1.22M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.09K
+ 4.31%
$88.59 - $94.57 $185K - $198K
50.6K $4.49M
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 5.51%
$873.59 - $994.69 $35.8K - $40.8K
785 $719K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
329
+ 29.56%
$209.89 - $233.24 $69.1K - $76.7K
1.44K $306K
Activity Summary
Buys All Purchases 112 New Holdings 5 Increased Positions 107 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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