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
FITE
Spdr S&P Kensho Future Securit

ETFs
200
+ 1.87%
$56.51 - $75.96 $11.3K - $15.2K
10.9K $827K
UWM
Proshares Ultra Russell 2000

ETFs
1.72K
+ 8.43%
$25.35 - $37.67 $43.6K - $64.8K
22.1K $833K
VEEV
Veeva Systems Inc

Healthcare
3
+ 0.12%
$209.39 - $289.94 $628 - $870
2.49K $717K
GE
General Electric CO

Industrials
173
+ 10.86%
$166.81 - $257.39 $28.9K - $44.5K
1.77K $454K
VUG
Vanguard Growth ETF

ETFs
121
+ 10.31%
$329.49 - $438.4 $39.9K - $53K
1.3K $567K
PANW
Palo Alto Networks Inc

Technology
129
+ 4.21%
$152.44 - $204.64 $19.7K - $26.4K
3.2K $654K
ONON
On Holding Ag

Consumer Cyclical
1.41K
+ 22.24%
$37.65 - $60.68 $53K - $85.4K
7.74K $402K
V
Visa Inc.

Financial Services
251
+ 5.83%
$308.27 - $373.31 $77.4K - $93.7K
4.56K $1.62M
VGT
Vanguard Information Technolog

ETFs
19
+ 2.48%
$470.37 - $663.28 $8.94K - $12.6K
786 $521K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.06K
+ 9.97%
$44.68 - $45.96 $92.1K - $94.8K
22.7K $1.04M
VRT
Vertiv Holdings CO

Industrials
954
+ 30.74%
N/A
4.06K $351K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
103
+ 15.7%
$299.15 - $396.54 $30.8K - $40.8K
759 $300K
HD
Home Depot, Inc.

Consumer Cyclical
205
+ 16.03%
$335.24 - $380.78 $68.7K - $78.1K
1.48K $544K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
40
+ 0.19%
$97.18 - $113.06 $3.89K - $4.52K
21.6K $2.44M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
150
+ 3.28%
$101.97 - $126.75 $15.3K - $19K
4.72K $597K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
3K
+ 7.71%
$20.01 - $20.15 $60.1K - $60.5K
41.9K $842K
MUB
Ishares National Muni Bond ETF

ETFs
579
+ 18.04%
$102.31 - $105.8 $59.2K - $61.3K
3.79K $395K
IWD
Ishares Russell 1000 Val ETF

ETFs
214
+ 8.8%
$166.82 - $194.23 $35.7K - $41.6K
2.65K $513K
BAC
Bank Of America Corp

Financial Services
11
+ 0.14%
$34.39 - $47.46 $378 - $522
7.87K $372K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
170
+ 1.34%
$28.17 - $33.34 $4.79K - $5.67K
12.8K $425K
AEP
American Electric Power CO Inc

Utilities
501
+ 22.2%
$98.59 - $109.11 $49.4K - $54.7K
2.76K $286K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.04%
$113.75 - $148.48 $114 - $148
2.75K $402K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
750
+ 3.54%
$19.41 - $22.77 $14.6K - $17.1K
22K $499K
AMGN
Amgen Inc

Healthcare
210
+ 23.62%
$262.28 - $309.85 $55.1K - $65.1K
1.1K $306K
VBF
Invesco Bond Fund

Financial Services
1.73K
+ 1.35%
$14.72 - $15.65 $25.5K - $27.1K
130K $2.01M
IHF
Ishares Tr

ETFs
974
+ 17.0%
$46.2 - $54.6 $45K - $53.2K
6.7K $326K
IBMO
Ishares Tr Ibonds December 202

ETFs
773
+ 5.27%
$25.32 - $25.63 $19.6K - $19.8K
15.4K $395K
IBMP
Ishares Tr Ibonds December 202

ETFs
778
+ 5.82%
$24.98 - $25.35 $19.4K - $19.7K
14.1K $358K
CVS
Cvs Health Corp

Healthcare
228
+ 6.48%
$60.04 - $70.18 $13.7K - $16K
3.75K $258K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
680
+ 5.64%
$24.88 - $25.41 $16.9K - $17.3K
12.7K $323K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
717
+ 4.35%
$26.41 - $26.76 $18.9K - $19.2K
17.2K $460K
FXR
First Trust Industrials/Produc

ETFs
16
+ 0.41%
$60.85 - $74.22 $974 - $1.19K
3.89K $288K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
9
+ 0.07%
$22.63 - $26.95 $204 - $243
12.8K $345K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
144
+ 3.5%
$121.58 - $136.74 $17.5K - $19.7K
4.26K $578K
KO
Coca Cola CO

Consumer Defensive
274
+ 7.64%
$68.37 - $73.9 $18.7K - $20.2K
3.86K $273K
STWD
Starwood Property Trust, Inc.

Real Estate
68
+ 0.14%
$17.28 - $20.41 $1.18K - $1.39K
50.2K $1.01M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
680
+ 5.59%
$22.22 - $22.92 $15.1K - $15.6K
12.8K $291K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
2.5K
+ 12.5%
$9.4 - $10.12 $23.5K - $25.3K
22.5K $213K
XLP
Consumer Staples Sector Spdr

ETFs
142
+ 4.11%
N/A
3.59K $273K
PRF
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.11%
$35.77 - $42.27 $250 - $296
6.2K $261K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
82
+ 0.98%
$51.68 - $52.76 $4.24K - $4.33K
8.44K $445K
VALQ
American Centy ETF Tr Stoxx Us

ETFs
17
+ 0.3%
$54.09 - $62.05 $920 - $1.05K
5.71K $354K
VLO
Valero Energy Corp

Energy
11
+ 0.46%
$104.69 - $141.77 $1.15K - $1.56K
2.38K $320K
VIG
Vanguard Dividend Appreciation

ETFs
20
+ 0.07%
N/A
29.5K $5.37M
PVI
Invesco Vrdo Tax Free ETF

ETFs
67
+ 0.62%
$24.64 - $24.97 $1.65K - $1.67K
10.9K $270K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10
+ 0.41%
$91.43 - $91.74 $914 - $917
2.48K $227K
Lam Research Corp
3.69K
New
N/A
3.69K $0
PSL
Invesco Dwa Consumer Staples M
80
+ 0.97%
N/A
8.32K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
2.85K
New
N/A
2.85K $0
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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