Wealth Bridge Capital Management, LLC Incresed Positions in Q1 2025

Wealth Bridge Capital Management, LLC

  • $348 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
19K
+ 260.4%
$57.22 - $63.39 $1.08M - $1.2M
26.2K $1.54M
GLD
Spdr Gold Trust

ETFs
317
+ 1.53%
$243.19 - $288.14 $77.1K - $91.3K
21.1K $6.08M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
5.75K
+ 58.66%
$119.84 - $136.1 $689K - $783K
15.6K $1.88M
LLY
Eli Lilly & CO

Healthcare
187
+ 3.39%
$725.72 - $929.72 $136K - $174K
5.7K $4.71M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.21K
+ 3.05%
$169.43 - $182.84 $545K - $588K
108K $18.8M
XOM
Exxon Mobil Corp

Energy
1.31K
+ 8.8%
$105.44 - $118.93 $138K - $155K
16.2K $1.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.99K
+ 6.7%
$551.42 - $612.93 $1.09M - $1.22M
31.6K $17.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
609
+ 1.2%
$87.68 - $94.52 $53.4K - $57.6K
51.2K $4.8M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
7.06K
+ 14.92%
$21.95 - $24.74 $155K - $175K
54.3K $1.32M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.14K
+ 2.34%
$48.65 - $53.06 $55.6K - $60.6K
49.9K $2.59M
VBF
Invesco Bond Fund

Financial Services
12.5K
+ 10.77%
$15.2 - $15.85 $190K - $198K
129K $1.99M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.8K
+ 11.55%
$113.13 - $127.79 $316K - $357K
27K $3.06M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
8K
+ 25.87%
$20.07 - $20.16 $161K - $161K
38.9K $782K
FSIG
First Tr ETF Iv LTD Duration I
7.64K
+ 11.84%
$18.74 - $19.04 $143K - $146K
72.2K $1.37M
STWD
Starwood Property Trust, Inc.

Real Estate
4.87K
+ 10.75%
$18.41 - $20.53 $89.7K - $100K
50.2K $991K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.51K
+ 13.81%
$44.41 - $45.98 $111K - $115K
20.7K $944K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
7.99K
+ 13.03%
$11.44 - $12.4 $91.4K - $99.1K
69.3K $837K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.37K
+ 12.27%
$50.72 - $50.92 $120K - $120K
21.7K $1.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
375
+ 0.68%
$126.11 - $135.06 $47.3K - $50.6K
55.6K $7.17M
PAVE
Global X Fds Us Infrastructure

ETFs
6.64K
+ 12.09%
$37.31 - $43.82 $248K - $291K
61.6K $2.32M
ROP
Roper Technologies Inc

Industrials
62
+ 8.24%
$502.71 - $593.81 $31.2K - $36.8K
814 $479K
XLF
Financial Sector Spdr

ETFs
1.26K
+ 9.16%
$47.32 - $52.19 $59.6K - $65.8K
15K $747K
META
Meta Platforms, Inc.

Communication Services
237
+ 5.82%
$576.36 - $736.67 $137K - $175K
4.31K $2.48M
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.92K
+ 5.73%
$17.53 - $17.87 $86.2K - $87.9K
90.8K $1.6M
XAR
Spdr S&P Aerospace & Defense E

ETFs
515
+ 24.01%
$157.71 - $180.77 $81.2K - $93.1K
2.66K $427K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.34K
+ 2.82%
$27.01 - $28.54 $36.3K - $38.3K
49K $1.37M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.07%
$279.74 - $321.29 $559 - $643
3K $936K
NFLX
Netflix Inc

Communication Services
1
+ 0.06%
$828.4 - $1058.6 $828 - $1.06K
1.55K $1.45M
HYD
Vaneck High Yield Muni ETF

ETFs
1.44K
+ 7.78%
$50.79 - $52.53 $73.1K - $75.6K
20K $1.02M
GE
General Electric CO

Industrials
40
+ 2.58%
$168.59 - $212.13 $6.74K - $8.49K
1.59K $318K
ASML
Asml Holding Nv

Technology
100
+ 26.11%
$662.63 - $776.99 $66.3K - $77.7K
483 $320K
SOXX
Ishares Semiconductor ETF

ETFs
497
+ 35.02%
$188.17 - $235.81 $93.5K - $117K
1.92K $360K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
33
+ 2.29%
$208.48 - $244.03 $6.88K - $8.05K
1.48K $359K
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 4.08%
$890.62 - $1076.86 $28.5K - $34.5K
817 $772K
PHYS
Sprott Physical Gold Trust

Financial Services
19
+ 0.14%
$20.25 - $24.06 $385 - $457
13.2K $318K
KO
Coca Cola CO

Consumer Defensive
238
+ 7.11%
$60.81 - $72.32 $14.5K - $17.2K
3.59K $256K
DTE
Dte Energy CO

Utilities
2
+ 0.08%
$117.6 - $138.27 $235 - $277
2.51K $346K
CVX
Chevron Corp

Energy
22
+ 1.34%
$146.71 - $167.97 $3.23K - $3.7K
1.66K $277K
ICSH
Blackrock Ultra Short Term Bon

ETFs
344
+ 0.42%
$50.44 - $50.7 $17.4K - $17.4K
83.1K $4.22M
ITA
Ishares Tr

ETFs
28
+ 0.63%
$144.84 - $159.5 $4.06K - $4.47K
4.46K $682K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
600
+ 2.91%
$20.29 - $22.36 $12.2K - $13.4K
21.2K $467K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
385
+ 5.26%
N/A
7.71K $661K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.09K
+ 5.69%
$21.77 - $22.56 $23.6K - $24.5K
20.2K $453K
QTEC
First Trust Nasdaq 100 Technol

ETFs
299
+ 21.06%
$173.56 - $210.67 $51.9K - $63K
1.72K $298K
IEFA
Ishares Tr

ETFs
170
+ 5.71%
$69.57 - $78.65 $11.8K - $13.4K
3.15K $238K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
359
+ 2.89%
$23.43 - $25.55 $8.41K - $9.17K
12.8K $326K
HDV
Ishares Core High Dividend ETF

ETFs
5
+ 0.19%
$110.86 - $121.12 $554 - $606
2.62K $316K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
850
+ 3.14%
$19.51 - $20.4 $16.6K - $17.3K
28K $558K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.29K
+ 12.84%
$25.27 - $28.3 $32.6K - $36.5K
11.3K $294K
Activity Summary
Buys All Purchases 102 New Holdings 12 Increased Positions 90 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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