Wealth Bridge Capital Management, LLC Reduced Holdings in Q1 2025

Wealth Bridge Capital Management, LLC

  • $348 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-236
- 0.39%
$554.06 - $615.85 $131K - $145K
59.5K $33.4M
AAPL
Apple Inc.

Technology
-579
- 1.05%
$209.68 - $247.1 $121K - $143K
54.7K $12.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-221
- 0.43%
$190.26 - $242.06 $42K - $53.5K
50.8K $9.67M
GOOG
Alphabet Inc.

Communication Services
-1.28K
- 3.96%
$156.06 - $207.71 $200K - $266K
31.1K $4.85M
TSLA
Tesla, Inc.

Consumer Cyclical
-219
- 3.29%
$222.15 - $428.22 $48.7K - $93.8K
6.44K $1.67M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-9.22K
- 36.14%
$97.38 - $104.52 $897K - $963K
16.3K $1.66M
IYW
Ishares Dj Us Tech ETF

ETFs
-662
- 1.87%
$140.44 - $166.79 $93K - $110K
34.7K $4.87M
IRM
Iron Mountain Inc

Real Estate
-4.83K
- 36.64%
$82.79 - $111.31 $400K - $538K
8.35K $718K
EMR
Emerson Electric CO

Industrials
-420
- 1.16%
$108.64 - $131.17 $45.6K - $55.1K
35.8K $3.92M
VTI
Vanguard Total Stock Market Et

ETFs
-814
- 5.12%
$271.18 - $303.12 $221K - $247K
15.1K $4.15M
FDN
First Tr Fd Dow Jones

ETFs
-348
- 2.51%
$221.38 - $266.86 $77K - $92.9K
13.5K $3M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-2.34K
- 23.79%
$109.15 - $120.99 $256K - $283K
7.5K $845K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-87
- 1.4%
$360.07 - $417.26 $31.3K - $36.3K
6.14K $2.22M
GOOGL
Alphabet Inc.

Communication Services
-1
- 0.01%
$154.33 - $206.19 $154 - $206
8.19K $1.27M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-82
- 1.85%
$522.96 - $601.18 $42.9K - $49.3K
4.36K $2.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-343
- 4.98%
$102.49 - $119.96 $35.2K - $41.1K
6.55K $684K
JPM
Jpmorgan Chase & CO

Financial Services
-676
- 6.2%
$225.19 - $279.95 $152K - $189K
10.2K $2.51M
IVE
Ishares S&P 500 Value ETF

ETFs
-477
- 3.75%
$185.78 - $198.58 $88.6K - $94.7K
12.2K $2.33M
OKE
Oneok Inc

Energy
-809
- 7.91%
$89.57 - $109.85 $72.5K - $88.9K
9.42K $934K
IYC
Ishares U.S. Consumer Discreti

ETFs
-476
- 7.56%
$85.71 - $101.2 $40.8K - $48.2K
5.82K $514K
IWD
Ishares Russell 1000 Val ETF

ETFs
-515
- 17.48%
$182.82 - $196.21 $94.2K - $101K
2.43K $457K
XLV
Select Sector Spdr Fund Health

ETFs
-1.23K
- 11.3%
$137.61 - $149.68 $169K - $183K
9.61K $1.4M
PRN
Invesco Dwa Industrials Moment

ETFs
-344
- 14.31%
$134.74 - $169.56 $46.4K - $58.3K
2.06K $283K
VO
Vanguard Mid Cap ETF

ETFs
-225
- 5.75%
$251.87 - $277.95 $56.7K - $62.5K
3.69K $953K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-674
- 4.23%
$78.0 - $84.37 $52.6K - $56.9K
15.3K $1.22M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-299
- 6.14%
$113.22 - $126.36 $33.9K - $37.8K
4.57K $524K
HD
Home Depot, Inc.

Consumer Cyclical
-93
- 6.78%
$347.25 - $424.87 $32.3K - $39.5K
1.28K $468K
VUG
Vanguard Growth ETF

ETFs
-43
- 3.53%
$369.1 - $427.61 $15.9K - $18.4K
1.17K $435K
PEP
Pepsico Inc

Consumer Defensive
-308
- 6.69%
$142.64 - $156.42 $43.9K - $48.2K
4.29K $643K
UNH
Unitedhealth Group Inc

Healthcare
-168
- 8.55%
$461.52 - $548.18 $77.5K - $92.1K
1.8K $941K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-82
- 11.11%
$333.37 - $384.99 $27.3K - $31.6K
656 $219K
FXR
First Trust Industrials/Produc

ETFs
-397
- 9.3%
$68.3 - $79.81 $27.1K - $31.7K
3.87K $269K
PG
Procter & Gamble CO

Consumer Defensive
-420
- 4.93%
$158.56 - $176.26 $66.6K - $74K
8.09K $1.38M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-992
- 6.38%
$21.23 - $23.75 $21.1K - $23.6K
14.6K $313K
MLI
Mueller Industries Inc

Industrials
-320
- 7.74%
$76.14 - $82.67 $24.4K - $26.5K
3.82K $290K
DHR
Danaher Corp

Healthcare
-15
- 1.03%
$201.62 - $250.59 $3.02K - $3.76K
1.44K $295K
XLI
Industrial Sector Spdr

ETFs
-156
- 0.63%
$128.78 - $141.67 $20.1K - $22.1K
24.7K $3.23M
BAC
Bank Of America Corp

Financial Services
-383
- 4.65%
$39.61 - $47.74 $15.2K - $18.3K
7.86K $327K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-3K
- 7.1%
$11.57 - $12.07 $34.7K - $36.2K
39.3K $459K
VZ
Verizon Communications Inc

Communication Services
-1.32K
- 21.26%
$37.81 - $46.49 $49.9K - $61.3K
4.88K $221K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4
- 0.09%
$408.78 - $448.82 $1.64K - $1.8K
4.28K $1.8M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-700
- 2.65%
$19.04 - $20.15 $13.3K - $14.1K
25.7K $489K
MSCI
Msci Inc.

Financial Services
-16
- 3.86%
$541.46 - $628.34 $8.66K - $10.1K
398 $225K
PFF
Ishares Trust Ishares Pfd And

ETFs
-194
- 2.71%
$30.73 - $32.26 $5.96K - $6.26K
6.95K $213K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-10
- 0.56%
$196.12 - $229.48 $1.96K - $2.29K
1.78K $358K
XLE
Energy Sector Spdr

ETFs
-795
- 9.28%
$85.7 - $93.96 $68.1K - $74.7K
7.78K $726K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-500
- 2.44%
$9.88 - $10.25 $4.94K - $5.13K
20K $199K
VALQ
American Centy ETF Tr Stoxx Us

ETFs
-96
- 1.66%
$59.69 - $64.36 $5.73K - $6.18K
5.69K $346K
VRT
Vertiv Holdings CO

Industrials
-68
- 2.14%
N/A
3.1K $268K
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
Track This Portfolio

Track Wealth Bridge Capital Management, LLC Portfolio

Follow Wealth Bridge Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Bridge Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Bridge Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email