Wealth Bridge Capital Management, LLC Reduced Holdings in Q2 2025

Wealth Bridge Capital Management, LLC

  • $384 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-68
- 0.2%
$483.48 - $539.8 $32.9K - $36.7K
33.3K $16.2M
AAPL
Apple Inc.

Technology
-1.24K
- 2.26%
$172.42 - $223.89 $213K - $277K
53.5K $11M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-26.1K
- 11.48%
$20.46 - $21.89 $534K - $571K
201K $4.41M
UNH
Unitedhealth Group Inc

Healthcare
-110
- 6.12%
$274.35 - $599.47 $30.2K - $65.9K
1.69K $526K
XLE
Energy Sector Spdr

ETFs
-3.67K
- 47.18%
$76.44 - $94.13 $280K - $345K
4.11K $348K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.38K
- 43.86%
N/A
4.33K $371K
IRM
Iron Mountain Inc

Real Estate
-4.07K
- 48.71%
$76.93 - $105.25 $313K - $428K
4.28K $439K
XOM
Exxon Mobil Corp

Energy
-800
- 4.95%
$99.93 - $119.04 $79.9K - $95.2K
15.4K $1.66M
XLV
Select Sector Spdr Fund Health

ETFs
-762
- 7.93%
$128.77 - $144.3 $98.1K - $110K
8.85K $1.19M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.85K
- 28.26%
$90.56 - $109.49 $168K - $203K
4.7K $513K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.05K
- 4.19%
$24.32 - $27.87 $49.9K - $57.2K
47K $1.24M
ABT
Abbott Laboratories

Healthcare
-978
- 12.84%
$123.95 - $138.08 $121K - $135K
6.64K $902K
PEP
Pepsico Inc

Consumer Defensive
-113
- 2.63%
$128.02 - $151.37 $14.5K - $17.1K
4.18K $552K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-9.19K
- 22.47%
$8.43 - $8.77 $77.5K - $80.6K
31.7K $275K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-194
- 0.59%
$68.13 - $74.77 $13.2K - $14.5K
32.7K $2.38M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-174
- 11.8%
$212.1 - $244.27 $36.9K - $42.5K
1.3K $284K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-3K
- 7.64%
$10.66 - $11.83 $32K - $35.5K
36.3K $402K
CAT
Caterpillar Inc

Industrials
-294
- 25.95%
$273.94 - $388.21 $80.5K - $114K
839 $325K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
-2.59K
- 9.25%
$18.18 - $20.14 $47K - $52.1K
25.4K $511K
CVX
Chevron Corp

Energy
-26
- 1.57%
$133.73 - $168.51 $3.48K - $4.38K
1.63K $233K
ROP
Roper Technologies Inc

Industrials
-42
- 5.16%
$519.19 - $590.78 $21.8K - $24.8K
772 $437K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-565
- 6.63%
$72.71 - $82.56 $41.1K - $46.6K
7.96K $649K
PMM
Putnam Managed Municipal Income Trust

Financial Services
-5K
- 13.87%
$5.75 - $6.19 $28.8K - $31K
31.1K $185K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
-2.6K
- 3.76%
$10.7 - $12.22 $27.9K - $31.8K
66.7K $804K
HYD
Vaneck High Yield Muni ETF

ETFs
-100
- 0.5%
$49.08 - $51.35 $4.91K - $5.14K
19.9K $997K
XLF
Financial Sector Spdr

ETFs
-1.15K
- 7.67%
$43.92 - $52.37 $50.6K - $60.3K
13.9K $725K
KXI
Ishares Tr Global Consumer Sta

ETFs
-500
- 4.47%
$60.73 - $67.45 $30.4K - $33.7K
10.7K $697K
IYC
Ishares U.S. Consumer Discreti

ETFs
-840
- 14.43%
$79.19 - $99.64 $66.5K - $83.7K
4.98K $496K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-1K
- 4.7%
$10.82 - $12.71 $10.8K - $12.7K
20.3K $252K
VZ
Verizon Communications Inc

Communication Services
-8
- 0.16%
$41.67 - $45.62 $333 - $365
4.88K $210K
IEFA
Ishares Tr

ETFs
-424
- 13.46%
$67.83 - $84.09 $28.8K - $35.7K
2.73K $227K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-414
- 2.05%
$21.85 - $22.76 $9.05K - $9.42K
19.8K $449K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-120
- 0.31%
$22.87 - $23.14 $2.74K - $2.78K
38.1K $879K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.49K
- 10.24%
$19.1 - $23.83 $28.5K - $35.6K
13.1K $311K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.05K
- 1.16%
$16.93 - $17.81 $17.8K - $18.8K
89.7K $1.6M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.12K
- 1.79%
N/A
61.4K $0
FSIG
First Tr ETF Iv LTD Duration I
-181
- 0.25%
$18.77 - $19.14 $3.4K - $3.46K
72K $1.38M
FTCS
First Trust Capital Strength E

ETFs
-8
- 0.07%
$81.6 - $92.39 $653 - $739
11.2K $1.02M
PHYS
Sprott Physical Gold Trust

Financial Services
-64
- 0.48%
$22.82 - $26.29 $1.46K - $1.68K
13.2K $334K
TDIV
First Trust Nasdaq Technology

ETFs
-778
- 13.1%
$64.41 - $90.17 $50.1K - $70.2K
5.16K $465K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-150
- 1.77%
$59.24 - $71.39 $8.89K - $10.7K
8.34K $594K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.49%
$908.13 - $1056.85 $3.63K - $4.23K
813 $804K
PRN
Invesco Dwa Industrials Moment

ETFs
-51
- 2.48%
$122.83 - $157.05 $6.26K - $8.01K
2.01K $315K
WMT
Walmart Inc.

Consumer Defensive
-35
- 0.88%
$81.79 - $99.98 $2.86K - $3.5K
3.96K $386K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
-500
- 4.61%
$12.23 - $23.55 $6.12K - $11.8K
10.4K $229K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-4.26K
- 5.5%
$33.13 - $40.67 $141K - $173K
73.2K $2.98M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-30
- 0.16%
$70.7 - $82.14 $2.12K - $2.46K
18.6K $1.53M
IVE
Ishares S&P 500 Value ETF

ETFs
-46
- 0.38%
$168.34 - $195.42 $7.74K - $8.99K
12.2K $2.38M
IBM
International Business Machines Corp

Technology
-19
- 1.47%
$221.03 - $294.78 $4.2K - $5.6K
1.27K $374K
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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