Wealth Bridge Investment Counsel Inc. Portfolio Holdings

Wealth Bridge Investment Counsel Inc.

  • $308 Million
  • Q2 2025

Wealth Bridge Investment Counsel Inc. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $308 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $17.3M, Oracle Corp with a value of $17.1M, Goldman Sachs Group Inc with a value of $16M, Visa Inc. with a value of $14M, and Eaton Corp PLC with a value of $12.7M.

Examining the 13F form we can see an increase of $33.7M in the current position value, from $275M to 308M.

Below you can find more details about Wealth Bridge Investment Counsel Inc. portfolio as well as his latest detailed transactions.

Portfolio value $308 Million
Financial Services: $69 Million
ETFs: $53.1 Million
Healthcare: $45 Million
Technology: $44.4 Million
Industrials: $38.2 Million
Consumer Cyclical: $19.5 Million
Communication Services: $17.5 Million
Consumer Defensive: $8.06 Million
Other: $4.66 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$925B
$17.3 Million 5.61% of portfolio
59,721
Q2 2025 Reduced 2.31%
$758B
$17.1 Million 5.55% of portfolio
78,255
Q2 2025 Added 0.71%
$272B
$16 Million 5.2% of portfolio
22,653
Q2 2025 Reduced 2.79%
$558B
$14 Million 4.52% of portfolio
39,302
Q2 2025 Added 0.33%
$149B
$12.7 Million 4.13% of portfolio
35,660
Q2 2025 Added 5.55%
$2.24T
$12.5 Million 4.05% of portfolio
56,911
Q2 2025 Added 2.42%
$65.7B
$9.66 Million 3.13% of portfolio
120,160
Q2 2025 Reduced 0.41%
$197B
$9.6 Million 3.11% of portfolio
112,834
Q2 2025 Reduced 0.83%
$3.86T
$9.09 Million 2.95% of portfolio
18,268
Q2 2025 Added 0.55%
$235B
$8.95 Million 2.9% of portfolio
65,793
Q2 2025 Added 1.78%
$4.09T
$8.91 Million 2.89% of portfolio
43,419
Q2 2025 Reduced 0.2%
$209B
$8.08 Million 2.62% of portfolio
65,131
Q2 2025 Added 0.49%
$139B
$7.2 Million 2.33% of portfolio
64,955
Q2 2025 Reduced 6.41%
$409B
$7.17 Million 2.33% of portfolio
38,636
Q2 2025 Added 2.78%
$61.4B
$6.99 Million 2.27% of portfolio
30,770
Q2 2025 Reduced 3.75%
$97.1B
$7.01 Million 2.27% of portfolio
76,513
Q2 2025 Added 5.73%
$58.4B
$6.85 Million 2.22% of portfolio
27,298
Q2 2025 Added 4.88%
$213B
$6.68 Million 2.16% of portfolio
84,335
Q2 2025 Reduced 1.52%
$93.8B
$6.25 Million 2.03% of portfolio
12,502
Q2 2025 Added 0.4%
$185B
$5.73 Million 1.86% of portfolio
132,510
Q2 2025 Added 0.54%
$13.2B
$5.38 Million 1.74% of portfolio
39,120
Q2 2025 Added 2.89%
$182B
$4.96 Million 1.61% of portfolio
40,225
Q2 2025 Added 61.71%
$190B
$4.75 Million 1.54% of portfolio
11,725
Q2 2025 Added 2.07%
$287B
$4.31 Million 1.4% of portfolio
60,950
Q2 2025 Reduced 3.06%
$21.7B
$3.75 Million 1.22% of portfolio
23,045
Q2 2025 Reduced 10.49%
$1.65T
$3.65 Million 1.18% of portfolio
4,939
Q2 2025 Added 289.82%
$144B
$3.26 Million 1.06% of portfolio
16,490
Q2 2025 Added 8.24%
$120B
$3.22 Million 1.04% of portfolio
35,890
Q2 2025 Added 12.9%
$164B
$2.67 Million 0.87% of portfolio
6,902
Q2 2025 Added 42.54%
$45.4B
$2.05 Million 0.67% of portfolio
3,562
Q2 2025 Added 20.46%
$16B
$1.44 Million 0.47% of portfolio
24,885
Q2 2025 Reduced 26.45%
$465B
$1.37 Million 0.44% of portfolio
8,650
Q2 2025 New
$543B
$355,000 0.12% of portfolio
632
Q4 2022 New
$126B
$289,000 0.09% of portfolio
1,215
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $308 Million
  • Prior Value $275 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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