Wealth Bridge Capital Management, LLC Sells in Q4 2024

Wealth Bridge Capital Management, LLC

  • $354 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-10K
- 4.1%
$20.38 - $21.75 $204K - $217K
234K $4.81M
XLV
Select Sector Spdr Fund Health

ETFs
-1.59K
- 12.79%
$136.28 - $154.74 $217K - $246K
10.8K $1.49M
NVO
Novo Nordisk A S

Healthcare
-1.48K
- 21.81%
$85.0 - $120.04 $126K - $178K
5.3K $455K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-170
- 0.5%
$442.29 - $483.08 $75.2K - $82.1K
33.8K $15.3M
RCKY
Rocky Brands, Inc.

Consumer Cyclical
-2.05K
- 15.89%
$20.32 - $31.23 $41.7K - $64K
10.9K $247K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-1.86K
- 17.91%
$80.18 - $88.79 $149K - $165K
8.53K $687K
PGR
Progressive Corp

Financial Services
-83
- 1.01%
$239.6 - $268.88 $19.9K - $22.3K
8.16K $1.96M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.1K
- 18.42%
$118.0 - $127.04 $130K - $140K
4.87K $591K
PMM
Putnam Managed Municipal Income Trust

Financial Services
-16.2K
- 31.0%
$5.97 - $6.52 $96.7K - $106K
36.1K $215K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-113
- 0.52%
$106.1 - $114.66 $12K - $13K
21.7K $2.31M
IVE
Ishares S&P 500 Value ETF

ETFs
-146
- 1.14%
$189.5 - $206.17 $27.7K - $30.1K
12.7K $2.43M
VLO
Valero Energy Corp

Energy
-509
- 16.93%
$118.59 - $144.02 $60.4K - $73.3K
2.5K $306K
PG
Procter & Gamble CO

Consumer Defensive
-309
- 3.5%
$161.05 - $179.7 $49.8K - $55.5K
8.51K $1.43M
PEP
Pepsico Inc

Consumer Defensive
-5
- 0.11%
$151.29 - $176.1 $756 - $881
4.6K $699K
FTCS
First Trust Capital Strength E

ETFs
-525
- 4.45%
$87.62 - $94.03 $46K - $49.4K
11.3K $989K
DHR
Danaher Corp

Healthcare
-10
- 0.68%
$226.16 - $274.52 $2.26K - $2.75K
1.46K $333K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-209
- 0.63%
$69.58 - $74.87 $14.5K - $15.6K
33K $2.31M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-509
- 4.94%
$123.69 - $133.68 $63K - $68K
9.8K $1.23M
IHF
Ishares Tr

ETFs
-199
- 3.12%
$47.41 - $56.83 $9.43K - $11.3K
6.18K $296K
HD
Home Depot, Inc.

Consumer Cyclical
-97
- 6.6%
$385.02 - $431.37 $37.3K - $41.8K
1.37K $533K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-286
- 16.76%
$185.87 - $204.12 $53.2K - $58.4K
1.42K $267K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-3.96K
- 8.83%
$8.51 - $9.15 $33.7K - $36.3K
40.9K $351K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-70
- 1.67%
$131.66 - $144.0 $9.22K - $10.1K
4.12K $544K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-164
- 1.02%
$80.93 - $85.66 $13.3K - $14K
15.9K $1.29M
JNJ
Johnson & Johnson

Healthcare
-16
- 0.66%
$143.34 - $165.86 $2.29K - $2.65K
2.4K $346K
XLB
Select Sector Spdr Fd Material

ETFs
-96
- 3.4%
$83.8 - $97.58 $8.04K - $9.37K
2.73K $229K
CVX
Chevron Corp

Energy
-245
- 13.01%
$141.15 - $162.53 $34.6K - $39.8K
1.64K $237K
ABR
Arbor Realty Trust Inc

Real Estate
-1K
- 6.87%
$13.66 - $15.64 $13.7K - $15.6K
13.6K $187K
TIP
Ishares Tr Tips Bd ETF

ETFs
-275
- 12.61%
$106.33 - $110.69 $29.2K - $30.4K
1.91K $202K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1K
- 5.76%
$23.63 - $26.47 $23.6K - $26.5K
16.4K $388K
VZ
Verizon Communications Inc

Communication Services
-14
- 0.23%
$39.6 - $45.21 $554 - $633
6.2K $248K
VALQ
American Centy ETF Tr Stoxx Us

ETFs
-250
- 4.14%
$60.7 - $64.63 $15.2K - $16.2K
5.79K $353K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-689
- 3.32%
$14.45 - $15.15 $9.96K - $10.4K
20K $303K
PHYS
Sprott Physical Gold Trust

Financial Services
-19
- 0.14%
$19.66 - $21.66 $374 - $412
13.2K $266K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-46
- 0.62%
N/A
7.32K $628K
Investment Managers Ser Tr I
-1.05K
- 9.38%
N/A
10.1K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-2.86K
- 4.26%
N/A
64.3K $0
VGT
Vanguard Information Technolog

ETFs
-44
- 5.53%
$571.78 - $647.97 $25.2K - $28.5K
752 $467K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-44
- 0.78%
$102.88 - $117.55 $4.53K - $5.17K
5.58K $599K
WMT
Walmart Inc.

Consumer Defensive
-219
- 5.27%
$79.1 - $95.7 $17.3K - $21K
3.94K $355K
VUG
Vanguard Growth ETF

ETFs
-20
- 1.62%
$378.79 - $428.11 $7.58K - $8.56K
1.22K $499K
XLF
Financial Sector Spdr

ETFs
-199
- 1.43%
$44.89 - $51.34 $8.93K - $10.2K
13.7K $664K
NOW
Service Now, Inc.

Technology
-1
- 0.4%
$867.18 - $1148.42 $867 - $1.15K
246 $260K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-176
- 1.13%
$58.39 - $67.04 $10.3K - $11.8K
15.3K $972K
VTI
Vanguard Total Stock Market Et

ETFs
-59
- 0.37%
$280.04 - $302.45 $16.5K - $17.8K
15.9K $4.61M
GOOGL
Alphabet Inc.

Communication Services
-180
- 2.15%
$161.86 - $196.66 $29.1K - $35.4K
8.2K $1.55M
IYW
Ishares Dj Us Tech ETF

ETFs
-377
- 1.06%
$148.14 - $166.23 $55.8K - $62.7K
35.3K $5.64M
JPM
Jpmorgan Chase & CO

Financial Services
-109
- 0.99%
$205.18 - $250.29 $22.4K - $27.3K
10.9K $2.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
-102
- 0.34%
$567.81 - $607.81 $57.9K - $62K
29.6K $17.4M
Activity Summary
Buys All Purchases 112 New Holdings 5 Increased Positions 107 Sells All Sells 53 Reductions 53 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