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
TWLO
Twilio Inc

Communication Services
Q2 2019 Filed on Aug 13, 2019
4
$122.12 - $146.66 $488 - $587
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2019 Filed on Aug 13, 2019
950
N/A
SCS
Steelcase Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
100
$14.9 - $17.77 $1.49K - $1.78K
HAS
Hasbro, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
6
$85.12 - $107.9 $511 - $647
LDOS
Leidos Holdings, Inc.

Technology
Q2 2019 Filed on Aug 13, 2019
25
$63.64 - $79.85 $1.59K - $2K
Avon Prods Inc Com
Q2 2019 Filed on Aug 13, 2019
100
N/A
Hospitality Pptys Tr Com Sh Ben Int
Q2 2019 Filed on Aug 13, 2019
100
N/A
At Home Group Inc Com
Q2 2019 Filed on Aug 13, 2019
221
N/A
Dreyfus Strategic Mun Bd Fd Com
Q2 2019 Filed on Aug 13, 2019
487
N/A
IYT
Ishares Tr U.S. Transportation

ETFs
Q2 2019 Filed on Aug 13, 2019
188
$175.59 - $199.53 $33K - $37.5K
HOLX
Hologic Inc

Healthcare
Q2 2019 Filed on Aug 13, 2019
23
$43.0 - $49.21 $989 - $1.13K
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2019 Filed on Aug 13, 2019
1,175
$83.93 - $89.74 $98.6K - $105K
PPL
Ppl Corp

Utilities
Q2 2019 Filed on Aug 13, 2019
71
$29.69 - $32.15 $2.11K - $2.28K
SUI
Sun Communities Inc

Real Estate
Q2 2019 Filed on Aug 13, 2019
20
$116.56 - $129.96 $2.33K - $2.6K
DUK
Duke Energy Corp

Utilities
Q2 2019 Filed on Aug 13, 2019
933
$85.53 - $91.12 $79.8K - $85K
CPK
Chesapeake Utilities Corp

Utilities
Q2 2019 Filed on Aug 13, 2019
214
$89.28 - $95.49 $19.1K - $20.4K
BOKF
Bok Financial Corp

Financial Services
Q2 2019 Filed on Aug 13, 2019
13
$73.81 - $88.2 $960 - $1.15K
SAIA
Saia Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
113
$57.76 - $70.39 $6.53K - $7.95K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q2 2019 Filed on Aug 13, 2019
2,450
$23.0 - $24.64 $56.4K - $60.4K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q2 2019 Filed on Aug 13, 2019
400
N/A
BRKR
Bruker Corp

Healthcare
Q2 2019 Filed on Aug 13, 2019
43
$37.48 - $49.95 $1.61K - $2.15K
PRLB
Proto Labs Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
95
$97.35 - $117.14 $9.25K - $11.1K
SIVB
Svb Financial Group

Financial Services
Q2 2019 Filed on Aug 13, 2019
2
$201.4 - $258.61 $403 - $517
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
Q2 2019 Filed on Aug 13, 2019
1,221
$45.39 - $50.57 $55.4K - $61.7K
ET
Energy Transfer LP

Energy
Q2 2019 Filed on Aug 13, 2019
976
$13.74 - $15.74 $13.4K - $15.4K
Domtar Corp Com New
Q2 2019 Filed on Aug 13, 2019
628
N/A
XYL
Xylem Inc.

Industrials
Q2 2019 Filed on Aug 13, 2019
120
$73.93 - $83.82 $8.87K - $10.1K
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q2 2019 Filed on Aug 13, 2019
38
$107.38 - $129.34 $4.08K - $4.91K
EA
Electronic Arts Inc.

Communication Services
Q2 2019 Filed on Aug 13, 2019
509
$90.42 - $102.67 $46K - $52.3K
WEN
Wendy'S CO

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
223
$17.82 - $19.88 $3.97K - $4.43K
Voya Prime Rate Tr Sh Ben Int
Q2 2019 Filed on Aug 13, 2019
4,000
N/A
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2019 Filed on Aug 13, 2019
191
$55.98 - $60.02 $10.7K - $11.5K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
Q2 2019 Filed on Aug 13, 2019
86
$28.38 - $34.95 $2.44K - $3.01K
Deutsche Bk Ag London Etn Dj Hy 2022
Q2 2019 Filed on Aug 13, 2019
5,342
N/A
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
Q2 2019 Filed on Aug 13, 2019
2,042
N/A
LSTR
Landstar System Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
6
$96.25 - $116.42 $578 - $699
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2019 Filed on Aug 13, 2019
200
N/A
BFB
Brown Forman Corp Cl B
Q2 2019 Filed on Aug 13, 2019
728
N/A
ES
Eversource Energy

Utilities
Q2 2019 Filed on Aug 13, 2019
207
$69.96 - $77.53 $14.5K - $16K
MDU
Mdu Resources Group Inc

Industrials
Q2 2019 Filed on Aug 13, 2019
16
$24.55 - $26.52 $393 - $424
EIX
Edison International

Utilities
Q2 2019 Filed on Aug 13, 2019
419
$58.28 - $67.41 $24.4K - $28.2K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
Q2 2019 Filed on Aug 13, 2019
4
$12.67 - $13.47 $50.7 - $53.9
IIVI
Ii Vi Inc

Technology
Q2 2019 Filed on Aug 13, 2019
100
$31.43 - $41.54 $3.14K - $4.15K
AMN
Amn Healthcare Services Inc

Healthcare
Q2 2019 Filed on Aug 13, 2019
104
$47.19 - $54.25 $4.91K - $5.64K
PWR
Quanta Services, Inc.

Industrials
Q2 2019 Filed on Aug 13, 2019
120
$34.73 - $40.6 $4.17K - $4.87K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2019 Filed on Aug 13, 2019
180
N/A
AMCX
Amc Networks Inc.

Communication Services
Q2 2019 Filed on Aug 13, 2019
16
$52.77 - $60.73 $844 - $972
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 13, 2019
393
$58.31 - $65.5 $22.9K - $25.7K
DRH
Diamond Rock Hospitality CO

Real Estate
Q2 2019 Filed on Aug 13, 2019
35
$9.85 - $11.05 $345 - $387
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