Wealth Bridge Capital Management, LLC Portfolio Holdings

Wealth Bridge Capital Management, LLC

  • $348 Million
  • Q1 2025

Wealth Bridge Capital Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $348 Million distributed in 201 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 $33.4M, Invesco S&P 500 Equal Weight E with a value of $18.8M, Berkshire Hathaway Inc Class B with a value of $17.8M, Spdr S&P 500 ETF Trust with a value of $17.7M, and Bny Mellon ETF Tr Us Large Cap with a value of $14.1M.

Examining the 13F form we can see an decrease of $5.63M in the current position value, from $354M to 348M.

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.

Portfolio value $348 Million
ETFs: $225 Million
Financial Services: $42.5 Million
Technology: $25.7 Million
Consumer Cyclical: $14.1 Million
Healthcare: $11.2 Million
Communication Services: $10.3 Million
Industrials: $8.35 Million
Energy: $3.66 Million
Other: $6.18 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.16B
$991,000 0.28% of portfolio
50,167
Q1 2025 Added 10.75%
$7.14B
$294,000 0.08% of portfolio
11,338
Q1 2025 Added 12.84%
$4.87B
$290,000 0.08% of portfolio
3,815
Q1 2025 Reduced 7.74%
$2.45B
$230,000 0.07% of portfolio
12,000
Q4 2021 New
$5.99B
$217,000 0.06% of portfolio
152
Q1 2025 New
$2.01B
$159,000 0.05% of portfolio
13,550
Q4 2024 Reduced 6.87%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $348 Million
  • Prior Value $354 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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