Wealth Bridge Capital Management, LLC Incresed Positions in Q2 2025

Wealth Bridge Capital Management, LLC

  • $384 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
IHF
Ishares Tr

ETFs
974
+ 17.0%
$46.2 - $54.6 $45K - $53.2K
6.7K $326K
VBF
Invesco Bond Fund

Financial Services
1.73K
+ 1.35%
$14.72 - $15.65 $25.5K - $27.1K
130K $2.01M
IBMP
Ishares Tr Ibonds December 202

ETFs
778
+ 5.82%
$24.98 - $25.35 $19.4K - $19.7K
14.1K $358K
IBMO
Ishares Tr Ibonds December 202

ETFs
773
+ 5.27%
$25.32 - $25.63 $19.6K - $19.8K
15.4K $395K
CVS
Cvs Health Corp

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

ETFs
680
+ 5.64%
$24.88 - $25.41 $16.9K - $17.3K
12.7K $323K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
144
+ 3.5%
$121.58 - $136.74 $17.5K - $19.7K
4.26K $578K
STWD
Starwood Property Trust, Inc.

Real Estate
68
+ 0.14%
$17.28 - $20.41 $1.18K - $1.39K
50.2K $1.01M
KO
Coca Cola CO

Consumer Defensive
274
+ 7.64%
$68.37 - $73.9 $18.7K - $20.2K
3.86K $273K
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
VALQ
American Centy ETF Tr Stoxx Us

ETFs
17
+ 0.3%
$54.09 - $62.05 $920 - $1.05K
5.71K $354K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
82
+ 0.98%
$51.68 - $52.76 $4.24K - $4.33K
8.44K $445K
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
Investment Managers Ser Tr I
350
+ 3.44%
N/A
10.5K $0
PG
Procter & Gamble CO

Consumer Defensive
564
+ 6.97%
$157.66 - $172.39 $88.9K - $97.2K
8.66K $1.38M
PSL
Invesco Dwa Consumer Staples M
80
+ 0.97%
N/A
8.32K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
700
+ 4.55%
N/A
16.1K $0
TRFK
Pacer Fds Tr
8.19K
+ 83.05%
N/A
18K $0
Schwab Strategic Tr
3.66K
+ 26.83%
N/A
17.3K $0
DVY
Ishares Tr

ETFs
162
+ 1.07%
$118.37 - $134.86 $19.2K - $21.8K
15.3K $2.03M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
20
+ 0.1%
$13.63 - $14.4 $273 - $288
20.1K $281K
HDV
Ishares Core High Dividend ETF

ETFs
6
+ 0.23%
$108.41 - $120.51 $650 - $723
2.62K $307K
JNJ
Johnson & Johnson

Healthcare
130
+ 5.7%
$146.36 - $159.82 $19K - $20.8K
2.41K $368K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
98
+ 0.6%
$90.85 - $102.31 $8.9K - $10K
16.4K $1.65M
YUM
Yum Brands Inc

Consumer Cyclical
4
+ 0.18%
$138.36 - $161.45 $553 - $646
2.22K $329K
MCD
Mcdonalds Corp

Consumer Cyclical
74
+ 2.47%
$285.55 - $321.23 $21.1K - $23.8K
3.07K $897K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.81K
+ 3.62%
$45.07 - $52.57 $81.4K - $94.9K
51.7K $2.53M
OKE
Oneok Inc

Energy
1.2K
+ 12.71%
$78.71 - $100.37 $94.2K - $120K
10.6K $866K
PGR
Progressive Corp

Financial Services
213
+ 2.66%
$255.27 - $288.74 $54.4K - $61.5K
8.22K $2.19M
LLY
Eli Lilly & CO

Healthcare
155
+ 2.72%
$713.71 - $898.95 $111K - $139K
5.86K $4.57M
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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