Wealth Bridge Capital Management, LLC Sells in Q3 2024

Wealth Bridge Capital Management, LLC

  • $342 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-539
- 1.62%
$149.54 - $192.66 $80.6K - $104K
32.7K $5.47M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.74K
- 19.12%
$85.84 - $85.84 $149K - $149K
7.37K $632K
VLO
Valero Energy Corp

Energy
-15
- 0.5%
$132.81 - $163.48 $1.99K - $2.45K
3.01K $406K
TIP
Ishares Tr Tips Bd ETF

ETFs
-494
- 18.47%
$105.92 - $110.83 $52.3K - $54.8K
2.18K $240K
CVX
Chevron Corp

Energy
-74
- 3.78%
$137.88 - $161.97 $10.2K - $12K
1.88K $277K
IVW
Ishares S&P 500 Growth ETF

ETFs
-450
- 8.21%
$84.77 - $97.13 $38.1K - $43.7K
5.03K $482K
COST
Costco Wholesale Corp

Consumer Defensive
-60
- 7.46%
$801.83 - $917.05 $48.1K - $55K
744 $659K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-1.35K
- 11.53%
$72.52 - $82.35 $98.2K - $112K
10.4K $849K
IYW
Ishares Dj Us Tech ETF

ETFs
-358
- 0.99%
$133.16 - $158.73 $47.7K - $56.8K
35.7K $5.41M
PVI
Invesco Vrdo Tax Free ETF

ETFs
-462
- 4.14%
$24.77 - $24.9 $11.4K - $11.5K
10.7K $266K
VUG
Vanguard Growth ETF

ETFs
-46
- 3.59%
$341.08 - $391.94 $15.7K - $18K
1.24K $474K
PEP
Pepsico Inc

Consumer Defensive
-151
- 3.17%
$161.9 - $179.3 $24.4K - $27.1K
4.61K $783K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-968
- 1.42%
N/A
67.2K $0
PSL
Invesco Dwa Consumer Staples M
-20
- 0.24%
N/A
8.24K $0
IYC
Ishares U.S. Consumer Discreti

ETFs
-500
- 7.36%
$76.12 - $88.31 $38.1K - $44.2K
6.3K $553K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-771
- 3.59%
$14.34 - $15.17 $11.1K - $11.7K
20.7K $313K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-195
- 3.63%
$59.93 - $66.52 $11.7K - $13K
5.18K $344K
CVS
Cvs Health Corp

Healthcare
-126
- 3.48%
$55.81 - $63.18 $7.03K - $7.96K
3.5K $219K
IHF
Ishares Tr

ETFs
-400
- 5.9%
$51.37 - $58.67 $20.5K - $23.5K
6.38K $364K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-352
- 6.82%
$44.56 - $50.18 $15.7K - $17.7K
4.81K $240K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-1.4K
- 8.2%
$27.24 - $30.76 $38.1K - $43.1K
15.7K $476K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-737
- 1.62%
$8.59 - $9.07 $6.33K - $6.68K
44.9K $405K
VZ
Verizon Communications Inc

Communication Services
-278
- 4.28%
$38.89 - $45.0 $10.8K - $12.5K
6.22K $279K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-150
- 3.36%
$63.82 - $70.54 $9.57K - $10.6K
4.31K $304K
ABR
Arbor Realty Trust Inc

Real Estate
-150
- 1.02%
$12.89 - $15.66 $1.93K - $2.35K
14.6K $226K
IWD
Ishares Russell 1000 Val ETF

ETFs
-68
- 2.72%
$173.36 - $189.8 $11.8K - $12.9K
2.43K $461K
KO
Coca Cola CO

Consumer Defensive
-19
- 0.57%
$62.69 - $73.01 $1.19K - $1.39K
3.31K $237K
PHYS
Sprott Physical Gold Trust

Financial Services
-317
- 2.34%
$18.12 - $20.72 $5.74K - $6.57K
13.2K $270K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-32
- 0.43%
$61.47 - $67.36 $1.97K - $2.16K
7.48K $503K
SO
Southern CO

Utilities
-195
- 5.34%
$77.0 - $90.52 $15K - $17.7K
3.46K $311K
JNJ
Johnson & Johnson

Healthcare
-68
- 2.74%
$145.48 - $167.38 $9.89K - $11.4K
2.41K $390K
NFLX
Netflix Inc

Communication Services
-33
- 2.1%
$598.55 - $722.26 $19.8K - $23.8K
1.54K $1.09M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-498
- 3.0%
$75.88 - $83.21 $37.8K - $41.4K
16.1K $1.34M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-34
- 0.55%
$332.02 - $382.76 $11.3K - $13K
6.12K $2.3M
IBM
International Business Machines Corp

Technology
-33
- 2.48%
$175.1 - $223.38 $5.78K - $7.37K
1.3K $287K
XLV
Select Sector Spdr Fund Health

ETFs
-288
- 2.26%
$143.3 - $157.24 $41.3K - $45.3K
12.4K $1.91M
FDN
First Tr Fd Dow Jones

ETFs
-167
- 1.19%
$183.68 - $212.48 $30.7K - $35.5K
13.9K $2.94M
FTCS
First Trust Capital Strength E

ETFs
-1
- 0.01%
$83.58 - $90.94 $83.6 - $90.9
11.8K $1.07M
IGM
Ishares Expanded Tech Sector E

ETFs
-114
- 0.17%
$84.03 - $98.62 $9.58K - $11.2K
68.8K $6.6M
IAU
Ishares Gold Trust

ETFs
-180
- 0.74%
$44.06 - $50.5 $7.93K - $9.09K
24.1K $1.2M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-2.27K
- 0.92%
$20.71 - $21.69 $46.9K - $49.2K
244K $5.27M
IVE
Ishares S&P 500 Value ETF

ETFs
-121
- 0.93%
$181.06 - $197.17 $21.9K - $23.9K
12.9K $2.54M
VTI
Vanguard Total Stock Market Et

ETFs
-157
- 0.97%
$255.18 - $283.2 $40.1K - $44.5K
16K $4.52M
TSLA
Tesla, Inc.

Consumer Cyclical
-16
- 0.24%
$191.76 - $263.26 $3.07K - $4.21K
6.65K $1.74M
AAPL
Apple Inc.

Technology
-317
- 0.57%
$207.23 - $234.82 $65.7K - $74.4K
55.7K $13M
Activity Summary
Buys All Purchases 135 New Holdings 28 Increased Positions 107 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 1 Puts 0
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