Wealth Bridge Capital Management, LLC Portfolio Holdings
Wealth Bridge Capital Management, LLC
- $342 Million
- Q3 2024
Wealth Bridge Capital Management, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $342 Million distributed in 210 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $33.1M, Invesco S&P 500 Equal Weight E with a value of $18.2M, Spdr S&P 500 ETF Trust with a value of $17.1M, Berkshire Hathaway Inc Class B with a value of $15.6M, and Apple Inc. with a value of $13M.
Examining the 13F form we can see an increase of $43.9M in the current position value, from $298M to 342M.
Wealth Bridge Capital Management, LLC is based out at Westerville, OH
Below you can find more details about Wealth Bridge Capital Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 210
- Current Value $342 Million
- Prior Value $298 Million
- Filing
- Period Q3 2024
- Filing Date October 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 28 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 46 stocks