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
XLP
Consumer Staples Sector Spdr

ETFs
281
+ 8.86%
N/A
3.45K $262K
GS
Goldman Sachs Group Inc

Financial Services
45
+ 10.34%
$524.81 - $672.19 $23.6K - $30.2K
480 $262K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
306
+ 1.89%
$26.63 - $26.75 $8.15K - $8.19K
16.5K $441K
IBMO
Ishares Tr Ibonds December 202

ETFs
302
+ 2.1%
$25.45 - $25.6 $7.69K - $7.73K
14.7K $374K
IBMP
Ishares Tr Ibonds December 202

ETFs
303
+ 2.32%
$25.1 - $25.34 $7.61K - $7.68K
13.4K $337K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
412
+ 3.51%
$22.66 - $23.19 $9.34K - $9.55K
12.2K $276K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
7
+ 0.02%
$8.58 - $8.9 $60.1 - $62.3
40.9K $358K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
250
+ 2.12%
$25.08 - $25.39 $6.27K - $6.35K
12.1K $304K
VIG
Vanguard Dividend Appreciation

ETFs
25
+ 0.08%
N/A
29.4K $5.36M
PVI
Invesco Vrdo Tax Free ETF

ETFs
56
+ 0.52%
$24.73 - $24.89 $1.38K - $1.39K
10.8K $268K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7
+ 0.28%
$91.45 - $91.75 $640 - $642
2.47K $226K
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
500
+ 3.36%
N/A
15.4K $0
Investment Managers Ser Tr I
65
+ 0.64%
N/A
10.2K $0
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
102
+ 0.67%
$62.72 - $71.92 $6.4K - $7.34K
15.4K $972K
Schwab Strategic Tr
3.46K
+ 33.94%
N/A
13.6K $0
PHO
Invesco Exchange Traded Fd Tr

ETFs
75
+ 1.74%
$63.77 - $68.75 $4.78K - $5.16K
4.39K $283K
IR
Ingersoll Rand Inc.

Industrials
554
+ 12.6%
$79.44 - $94.23 $44K - $52.2K
4.95K $396K
FITE
Spdr S&P Kensho Future Securit

ETFs
600
+ 5.94%
$62.08 - $72.57 $37.2K - $43.5K
10.7K $671K
WMT
Walmart Inc.

Consumer Defensive
55
+ 1.4%
$84.5 - $105.05 $4.65K - $5.78K
3.99K $350K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.09%
$65.27 - $71.18 $522 - $569
8.49K $562K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
70
+ 4.1%
$507.05 - $563.67 $35.5K - $39.5K
1.78K $912K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
14
+ 0.07%
$14.19 - $15.01 $199 - $210
20.1K $288K
XLG
Invesco Exchange Traded Fd Tr

ETFs
107
+ 1.8%
$45.72 - $51.73 $4.89K - $5.54K
6.05K $278K
PANW
Palo Alto Networks Inc

Technology
61
+ 2.03%
$167.82 - $208.28 $10.2K - $12.7K
3.07K $523K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5
+ 0.13%
$120.29 - $134.6 $601 - $673
3.71K $452K
APH
Amphenol Corp

Technology
119
+ 1.41%
$61.62 - $78.55 $7.33K - $9.35K
8.54K $560K
TDIV
First Trust Nasdaq Technology

ETFs
7
+ 0.12%
$73.39 - $83.95 $514 - $588
5.94K $437K
VGT
Vanguard Information Technolog

ETFs
15
+ 1.99%
$542.38 - $646.34 $8.14K - $9.7K
767 $416K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
171
+ 1.59%
$96.85 - $111.39 $16.6K - $19K
10.9K $1.08M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.71K
+ 9.78%
$67.24 - $84.27 $182K - $229K
30.5K $2.08M
ONON
On Holding Ag

Consumer Cyclical
42
+ 0.67%
$43.92 - $63.62 $1.84K - $2.67K
6.33K $278K
UWM
Proshares Ultra Russell 2000

ETFs
2.13K
+ 11.68%
$33.01 - $45.08 $70.4K - $96.2K
20.4K $682K
AVGO
Broadcom Inc.

Technology
302
+ 6.98%
$167.43 - $244.7 $50.6K - $73.9K
4.63K $774K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
839
+ 1.1%
$37.35 - $43.35 $31.3K - $36.4K
77.5K $2.93M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.78K
+ 1.37%
$105.24 - $117.4 $188K - $209K
132K $14.1M
MSFT
Microsoft Corp

Technology
70
+ 0.54%
$375.39 - $447.2 $26.3K - $31.3K
13K $4.88M
IGM
Ishares Expanded Tech Sector E

ETFs
381
+ 0.55%
$90.67 - $108.46 $34.5K - $41.3K
69.4K $6.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
124
+ 0.52%
$468.34 - $539.52 $58.1K - $66.9K
24.1K $11.3M
NVDA
Nvidia Corp

Technology
804
+ 1.49%
$106.98 - $149.43 $86K - $120K
54.7K $5.93M
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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