Wealth Bridge Capital Management, LLC Closed Holding Positions

Wealth Bridge Capital Management, LLC

  • $348 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
UTHR
United Therapeutics Corp

Healthcare
Q2 2019 Filed on Aug 13, 2019
10
$76.06 - $120.81 $761 - $1.21K
WCN
Waste Connections, Inc.

Industrials
Q2 2019 Filed on Aug 13, 2019
300
$87.3 - $95.73 $26.2K - $28.7K
ADBE
Adobe Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
214
$259.03 - $302.11 $55.4K - $64.7K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2019 Filed on Aug 13, 2019
200
N/A
UL
Unilever PLC

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
89
$57.26 - $63.16 $5.1K - $5.62K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
235
$176.45 - $212.54 $41.5K - $49.9K
HAL
Halliburton CO

Energy
Q2 2019 Filed on Aug 13, 2019
42
$21.07 - $31.81 $885 - $1.34K
INTU
Intuit Inc

Technology
Q2 2019 Filed on Aug 13, 2019
256
$236.93 - $269.08 $60.7K - $68.9K
PFG
Principal Financial Group Inc

Financial Services
Q2 2019 Filed on Aug 13, 2019
218
$51.57 - $57.92 $11.2K - $12.6K
TRNO
Terreno Realty Corp

Real Estate
Q2 2019 Filed on Aug 13, 2019
561
$42.0 - $49.04 $23.6K - $27.5K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2019 Filed on Aug 13, 2019
777
N/A
AGR
Avangrid, Inc.

Utilities
Q2 2019 Filed on Aug 13, 2019
27
$49.02 - $52.63 $1.32K - $1.42K
WHD
Cactus, Inc.

Energy
Q2 2019 Filed on Aug 13, 2019
248
$30.1 - $39.45 $7.46K - $9.78K
WY
Weyerhaeuser CO

Real Estate
Q2 2019 Filed on Aug 13, 2019
454
$22.52 - $27.39 $10.2K - $12.4K
SWX
Southwest Gas Holdings, Inc.

Utilities
Q2 2019 Filed on Aug 13, 2019
303
$79.59 - $91.24 $24.1K - $27.6K
FDL
First Tr Morningstar Dividend

ETFs
Q2 2019 Filed on Aug 13, 2019
1,613
$28.96 - $30.64 $46.7K - $49.4K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q2 2019 Filed on Aug 13, 2019
1,317
$70.97 - $77.5 $93.5K - $102K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2019 Filed on Aug 13, 2019
1,623
$39.91 - $44.59 $64.8K - $72.4K
JPUS
Jpmorgan Diversified Return Us

ETFs
Q2 2019 Filed on Aug 13, 2019
505
N/A
BBD
Bank Bradesco

Financial Services
Q2 2019 Filed on Aug 13, 2019
360
$8.01 - $9.88 $2.88K - $3.56K
BAP
Credicorp LTD

Financial Services
Q2 2019 Filed on Aug 13, 2019
28
$215.78 - $245.47 $6.04K - $6.87K
DXCM
Dexcom Inc

Healthcare
Q2 2019 Filed on Aug 13, 2019
331
$27.84 - $38.92 $9.22K - $12.9K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
Q2 2019 Filed on Aug 13, 2019
430
$9.65 - $12.55 $4.15K - $5.4K
VXF
Vanguard Extended Market ETF

ETFs
Q2 2019 Filed on Aug 13, 2019
300
N/A
TRI
Thomson Reuters Corp

Industrials
Q2 2019 Filed on Aug 13, 2019
19
$58.61 - $66.87 $1.11K - $1.27K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q2 2019 Filed on Aug 13, 2019
1,087
$22.14 - $23.92 $24.1K - $26K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
1,000
$52.94 - $68.44 $52.9K - $68.4K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2019 Filed on Aug 13, 2019
2,300
N/A
SENS
Senseonics Holdings, Inc.

Healthcare
Q2 2019 Filed on Aug 13, 2019
500
$1.81 - $2.45 $905 - $1.23K
IYH
Ishares Tr

ETFs
Q2 2019 Filed on Aug 13, 2019
100
$180.7 - $197.36 $18.1K - $19.7K
IYJ
Ishares Tr

ETFs
Q2 2019 Filed on Aug 13, 2019
389
$73.79 - $79.44 $28.7K - $30.9K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q2 2019 Filed on Aug 13, 2019
3
$10.28 - $10.61 $30.8 - $31.8
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2019 Filed on Aug 13, 2019
68
N/A
FFIV
F5, Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
5
$132.08 - $168.15 $660 - $841
EWBC
East West Bancorp Inc

Financial Services
Q2 2019 Filed on Aug 13, 2019
42
$42.72 - $52.73 $1.79K - $2.21K
BSX
Boston Scientific Corp

Healthcare
Q2 2019 Filed on Aug 13, 2019
856
$34.91 - $42.98 $29.9K - $36.8K
ISCV
Ishares Morningstar Small Cap

ETFs
Q2 2019 Filed on Aug 13, 2019
30
$43.25 - $48.06 $1.3K - $1.44K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q2 2019 Filed on Aug 13, 2019
14
$87.77 - $105.96 $1.23K - $1.48K
BTO
John Hancock Financial Opportunities Fund

Financial Services
Q2 2019 Filed on Aug 13, 2019
424
$30.56 - $34.61 $13K - $14.7K
SHG
Shinhan Financial Group CO LTD

Financial Services
Q2 2019 Filed on Aug 13, 2019
136
$37.09 - $40.54 $5.04K - $5.51K
Nuveen Mun 2021 Target Term Fd Com
Q2 2019 Filed on Aug 13, 2019
7,800
N/A
EWMC
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 13, 2019
115
N/A
PEG
Public Service Enterprise Group Inc

Utilities
Q2 2019 Filed on Aug 13, 2019
550
$57.77 - $61.38 $31.8K - $33.8K
Navios Maritime Partners L P Unit Lpi
Q2 2019 Filed on Aug 13, 2019
2,600
N/A
SRE
Sempra Energy

Utilities
Q2 2019 Filed on Aug 13, 2019
98
$125.38 - $141.04 $12.3K - $13.8K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2019 Filed on Aug 13, 2019
36
$5.27 - $6.15 $190 - $221
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q2 2019 Filed on Aug 13, 2019
3,000
$4.3 - $4.59 $12.9K - $13.8K
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2019 Filed on Aug 13, 2019
63
$13.69 - $16.66 $862 - $1.05K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q2 2019 Filed on Aug 13, 2019
1,205
N/A
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