Wealth Bridge Capital Management, LLC Purchases in Q3 2024

Wealth Bridge Capital Management, LLC

  • $342 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.11K
New
$210.25 - $231.86 $234K - $258K
1.11K $248K
AEP
American Electric Power CO Inc

Utilities
2.4K
New
$87.11 - $104.95 $209K - $252K
2.4K $246K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
10.5K
New
$22.87 - $23.34 $239K - $244K
10.5K $243K
MSCI
Msci Inc.

Financial Services
414
New
$479.31 - $584.91 $198K - $242K
414 $241K
MLI
Mueller Industries Inc

Industrials
3.21K
New
$55.73 - $74.1 $179K - $238K
3.21K $238K
ASML
Asml Holding Nv

Technology
284
New
$749.82 - $1098.95 $213K - $312K
284 $236K
ABT
Abbott Laboratories

Healthcare
1.43K
+ 23.06%
$100.07 - $118.13 $143K - $169K
7.62K $868K
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.7K
New
$42.54 - $47.97 $200K - $225K
4.7K $223K
JPM
Jpmorgan Chase & CO

Financial Services
632
+ 6.09%
$194.9 - $224.8 $123K - $142K
11K $2.32M
V
Visa Inc.

Financial Services
638
+ 16.79%
$253.74 - $291.56 $162K - $186K
4.44K $1.22M
NOW
Service Now, Inc.

Technology
247
New
$730.87 - $937.36 $181K - $232K
247 $220K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
6K
+ 16.76%
$22.11 - $24.64 $133K - $148K
41.8K $1.02M
CRM
Salesforce, Inc.

Technology
799
New
$238.42 - $276.53 $190K - $221K
799 $218K
T
At&T Inc.

Communication Services
9.9K
New
$18.21 - $22.28 $180K - $221K
9.9K $217K
GS
Goldman Sachs Group Inc

Financial Services
435
New
$459.02 - $510.25 $200K - $222K
435 $215K
FXD
First Tr Exchange Traded Fd

ETFs
3.38K
New
$56.55 - $63.72 $191K - $216K
3.38K $214K
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.79K
New
$51.58 - $53.79 $195K - $204K
3.79K $203K
XOM
Exxon Mobil Corp

Energy
1.4K
+ 10.9%
$109.72 - $119.0 $153K - $166K
14.2K $1.67M
VEEV
Veeva Systems Inc

Healthcare
669
+ 36.42%
$180.43 - $223.9 $121K - $150K
2.51K $525K
BOTZ
Global X Fds

ETFs
5.39K
+ 45.24%
$27.68 - $32.27 $149K - $174K
17.3K $556K
OKE
Oneok Inc

Energy
1.12K
+ 12.81%
$78.62 - $95.27 $87.7K - $106K
9.82K $894K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
69
+ 1.65%
$523.84 - $572.02 $36.1K - $39.5K
4.26K $2.42M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
7.6K
+ 15.96%
$11.47 - $13.37 $87.2K - $102K
55.2K $723K
DHR
Danaher Corp

Healthcare
500
+ 51.81%
$239.25 - $280.76 $120K - $140K
1.47K $407K
STWD
Starwood Property Trust, Inc.

Real Estate
5.4K
+ 14.38%
$18.75 - $21.11 $101K - $114K
42.9K $875K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.44%
$245.82 - $304.51 $3.2K - $3.96K
3K $912K
PG
Procter & Gamble CO

Consumer Defensive
460
+ 5.5%
$160.76 - $177.82 $73.9K - $81.8K
8.82K $1.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
550
+ 3.69%
$77.02 - $85.06 $42.4K - $46.8K
15.4K $1.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
15
+ 0.35%
$386.81 - $423.12 $5.8K - $6.35K
4.28K $1.81M
VIG
Vanguard Dividend Appreciation

ETFs
832
+ 2.98%
$182.15 - $182.15 $152K - $152K
28.7K $5.23M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.4K
+ 42.83%
$51.02 - $52.74 $122K - $127K
8K $421K
CAT
Caterpillar Inc

Industrials
200
+ 21.46%
$316.8 - $391.12 $63.4K - $78.2K
1.13K $442K
IR
Ingersoll Rand Inc.

Industrials
1.08K
+ 41.92%
$86.9 - $100.4 $93.8K - $108K
3.65K $358K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.37K
+ 8.26%
$44.66 - $49.15 $151K - $166K
44.2K $2.08M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
200
+ 1.08%
$71.86 - $78.56 $14.4K - $15.7K
18.7K $1.47M
GOOGL
Alphabet Inc.

Communication Services
1.37K
+ 19.47%
$148.65 - $191.18 $203K - $261K
8.38K $1.39M
ROP
Roper Technologies Inc

Industrials
206
+ 49.76%
$515.25 - $576.55 $106K - $119K
620 $344K
CLH
Clean Harbors Inc

Industrials
376
+ 40.34%
$219.55 - $249.19 $82.6K - $93.7K
1.31K $316K
IBMO
Ishares Tr Ibonds December 202

ETFs
3.81K
+ 41.97%
$25.26 - $25.66 $96.2K - $97.8K
12.9K $330K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
299
+ 4.72%
$105.53 - $118.34 $31.6K - $35.4K
6.64K $776K
ITA
Ishares Tr

ETFs
200
+ 4.96%
$131.58 - $149.64 $26.3K - $29.9K
4.23K $632K
FXR
First Trust Industrials/Produc

ETFs
994
+ 30.75%
$66.85 - $75.76 $66.4K - $75.3K
4.23K $320K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.66K
+ 32.95%
$26.42 - $26.67 $96.8K - $97.7K
14.8K $393K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
1.5K
+ 8.26%
$20.51 - $24.25 $30.8K - $36.4K
19.7K $465K
AVGO
Broadcom Inc.

Technology
3.45K
+ 986.0%
$136.27 - $1745.86 $470K - $6.02M
3.8K $655K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
3.44K
+ 36.41%
$25.97 - $26.11 $89.4K - $89.9K
12.9K $336K
PSX
Phillips 66

Energy
838
+ 40.74%
$125.0 - $147.17 $105K - $123K
2.9K $380K
EFA
Ishares Tr Msci Eafe ETF

ETFs
387
+ 3.73%
$75.32 - $84.37 $29.1K - $32.7K
10.8K $900K
APH
Amphenol Corp

Technology
1.51K
+ 26.08%
$58.39 - $70.41 $88.1K - $106K
7.3K $475K
Activity Summary
Buys All Purchases 135 New Holdings 28 Increased Positions 107 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 1 Puts 0
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