Wealth Bridge Capital Management, LLC Reduced Holdings in Q3 2025

Wealth Bridge Capital Management, LLC

  • $414 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-2.96K
- 33.48%
$129.01 - $139.72 $382K - $414K
5.89K $819K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.71K
- 3.26%
$211.65 - $238.24 $361K - $406K
50.6K $11.1M
NFLX
Netflix Inc

Communication Services
-9
- 0.46%
$1147.87 - $1297.18 $10.3K - $11.7K
1.95K $2.34M
LLY
Eli Lilly & CO

Healthcare
-183
- 3.12%
$625.65 - $812.69 $114K - $149K
5.68K $4.33M
META
Meta Platforms, Inc.

Communication Services
-198
- 4.33%
$695.21 - $791.73 $138K - $157K
4.38K $3.21M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-2.06K
- 25.91%
$81.61 - $86.58 $168K - $179K
5.9K $503K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-11.6K
- 5.76%
$21.84 - $22.63 $253K - $263K
190K $4.26M
UNH
Unitedhealth Group Inc

Healthcare
-545
- 32.31%
$237.77 - $353.61 $130K - $193K
1.14K $394K
PG
Procter & Gamble CO

Consumer Defensive
-428
- 4.94%
$150.47 - $161.22 $64.4K - $69K
8.23K $1.26M
T
At&T Inc.

Communication Services
-3.24K
- 17.05%
$26.94 - $29.62 $87.2K - $95.9K
15.8K $444K
IYC
Ishares U.S. Consumer Discreti

ETFs
-963
- 19.34%
$98.12 - $105.85 $94.5K - $102K
4.02K $420K
XLE
Energy Sector Spdr

ETFs
-1.01K
- 24.67%
$84.25 - $91.99 $85.3K - $93.2K
3.09K $276K
AMGN
Amgen Inc

Healthcare
-181
- 16.47%
$271.18 - $309.22 $49.1K - $56K
918 $259K
PVI
Invesco Vrdo Tax Free ETF

ETFs
-1.9K
- 17.42%
$24.68 - $24.97 $46.8K - $47.4K
9K $223K
KO
Coca Cola CO

Consumer Defensive
-433
- 11.22%
$65.67 - $71.67 $28.4K - $31K
3.43K $227K
IBM
International Business Machines Corp

Technology
-97
- 7.63%
$234.77 - $292.47 $22.8K - $28.4K
1.18K $331K
AEP
American Electric Power CO Inc

Utilities
-542
- 19.65%
$103.26 - $115.0 $56K - $62.3K
2.22K $249K
FTCS
First Trust Capital Strength E

ETFs
-669
- 5.99%
$89.72 - $93.74 $60K - $62.7K
10.5K $983K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-2.75K
- 13.72%
$13.75 - $14.59 $37.9K - $40.2K
17.3K $250K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-495
- 2.29%
$111.05 - $115.21 $55K - $57K
21.1K $2.41M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.38K
- 5.08%
$26.38 - $27.95 $62.9K - $66.6K
44.6K $1.22M
CVX
Chevron Corp

Energy
-302
- 18.48%
$145.57 - $161.83 $44K - $48.9K
1.33K $206K
XLF
Financial Sector Spdr

ETFs
-869
- 6.27%
$51.37 - $54.25 $44.6K - $47.1K
13K $699K
HD
Home Depot, Inc.

Consumer Cyclical
-182
- 12.26%
$357.4 - $423.42 $65K - $77.1K
1.3K $527K
ABT
Abbott Laboratories

Healthcare
-22
- 0.33%
$120.51 - $136.62 $2.65K - $3.01K
6.62K $886K
ABR
Arbor Realty Trust Inc

Real Estate
-2.9K
- 21.4%
$10.7 - $12.21 $31K - $35.4K
10.7K $130K
XLP
Consumer Staples Sector Spdr

ETFs
-141
- 3.92%
N/A
3.45K $262K
MFM
Mfs Municipal Income Trust

Financial Services
-1.3K
- 10.0%
$5.04 - $5.38 $6.55K - $6.99K
11.7K $62K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-358
- 1.09%
$72.01 - $74.44 $25.8K - $26.6K
32.4K $2.38M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-2.65K
- 6.99%
$5.71 - $6.25 $15.1K - $16.6K
35.3K $220K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-160
- 0.93%
$26.71 - $26.81 $4.27K - $4.29K
17.1K $456K
PRN
Invesco Dwa Industrials Moment

ETFs
-188
- 9.36%
$154.53 - $172.77 $29.1K - $32.5K
1.82K $314K
HYD
Vaneck High Yield Muni ETF

ETFs
-290
- 1.46%
$48.85 - $50.94 $14.2K - $14.8K
19.6K $996K
FTXL
First Tr ETF Vi Nasdaq Semicon
-415
- 14.56%
N/A
2.44K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.04K
- 1.69%
N/A
60.3K $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-74
- 5.21%
$182.33 - $194.5 $13.5K - $14.4K
1.35K $261K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-146
- 6.63%
$208.95 - $229.72 $30.5K - $33.5K
2.06K $472K
ORCL
Oracle Corp

Technology
-196
- 19.56%
$218.96 - $328.33 $42.9K - $64.4K
806 $226K
YUM
Yum Brands Inc

Consumer Cyclical
-4
- 0.18%
$139.5 - $153.94 $558 - $616
2.22K $337K
HDV
Ishares Core High Dividend ETF

ETFs
-39
- 1.49%
$118.16 - $123.66 $4.61K - $4.82K
2.58K $316K
SO
Southern CO

Utilities
-17
- 0.49%
$90.83 - $96.0 $1.54K - $1.63K
3.44K $326K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-493
- 3.77%
$23.82 - $25.84 $11.7K - $12.7K
12.6K $323K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-254
- 1.55%
$101.12 - $106.18 $25.7K - $27K
16.1K $1.66M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-42
- 0.98%
$136.48 - $142.97 $5.73K - $6K
4.22K $591K
VO
Vanguard Mid Cap ETF

ETFs
-130
- 3.54%
$279.83 - $293.74 $36.4K - $38.2K
3.55K $1.04M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-300
- 5.38%
$107.15 - $118.05 $32.1K - $35.4K
5.28K $622K
IWD
Ishares Russell 1000 Val ETF

ETFs
-34
- 1.28%
$192.76 - $203.86 $6.55K - $6.93K
2.61K $531K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-164
- 3.48%
$126.64 - $135.65 $20.8K - $22.2K
4.55K $617K
MA
Mastercard Inc

Financial Services
-15
- 0.27%
$550.18 - $598.96 $8.25K - $8.98K
5.48K $3.12M
Activity Summary
Buys All Purchases 107 New Holdings 10 Increased Positions 97 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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