Wealth Bridge Investment Counsel Inc. Portfolio Holdings

Wealth Bridge Investment Counsel Inc.

  • $275 Million
  • Q1 2025

Wealth Bridge Investment Counsel Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $275 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 $15M, Visa Inc. with a value of $13.7M, Goldman Sachs Group Inc with a value of $12.7M, Oracle Corp with a value of $10.9M, and Ishares Tr Msci Eafe ETF with a value of $10.7M.

Examining the 13F form we can see an increase of $2.27M in the current position value, from $272M to 275M.

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

Portfolio value $275 Million
Financial Services: $61.2 Million
Healthcare: $47.8 Million
ETFs: $45.1 Million
Industrials: $34.2 Million
Technology: $32.6 Million
Consumer Cyclical: $17.7 Million
Communication Services: $13.1 Million
Consumer Defensive: $9.23 Million
Other: $5.72 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$765B
$15 Million 5.46% of portfolio
61,131
Q1 2025 Reduced 0.74%
$578B
$13.7 Million 5.0% of portfolio
39,174
Q1 2025 Reduced 0.01%
$204B
$12.7 Million 4.63% of portfolio
23,303
Q1 2025 Reduced 1.43%
$421B
$10.9 Million 3.95% of portfolio
77,705
Q1 2025 Added 0.1%
$2.05T
$10.6 Million 3.85% of portfolio
55,566
Q1 2025 Added 0.17%
$61.6B
$9.69 Million 3.53% of portfolio
120,660
Q1 2025 Reduced 0.37%
$3.14T
$9.66 Million 3.52% of portfolio
43,504
Q1 2025 Reduced 0.21%
$128B
$9.18 Million 3.34% of portfolio
33,785
Q1 2025 Added 5.13%
$230B
$8.58 Million 3.12% of portfolio
64,643
Q1 2025 Reduced 0.15%
$142B
$8.08 Million 2.94% of portfolio
113,784
Q1 2025 Added 0.04%
$324B
$7.88 Million 2.87% of portfolio
37,591
Q1 2025 Added 0.93%
$56.4B
$7.79 Million 2.84% of portfolio
31,970
Q1 2025 Reduced 0.14%
$135B
$7.78 Million 2.83% of portfolio
69,405
Q1 2025 Reduced 1.14%
$197B
$7.69 Million 2.8% of portfolio
85,635
Q1 2025 Added 0.38%
$97.9B
$7.1 Million 2.58% of portfolio
72,368
Q1 2025 Added 0.56%
$107B
$7.07 Million 2.57% of portfolio
78,685
Q1 2025 Added 2.8%
$200B
$6.4 Million 2.33% of portfolio
64,811
Q1 2025 Added 0.66%
$72.6B
$6.38 Million 2.32% of portfolio
12,452
Q1 2025 Reduced 0.68%
$182B
$5.98 Million 2.18% of portfolio
131,800
Q1 2025 Added 0.42%
$154B
$5.72 Million 2.08% of portfolio
11,487
Q1 2025 Added 2.36%
$12.5B
$5.43 Million 1.98% of portfolio
38,020
Q1 2025 Added 3.43%
$45.4B
$5.45 Million 1.98% of portfolio
26,028
Q1 2025 Added 1.9%
$29.7B
$4.73 Million 1.72% of portfolio
25,745
Q1 2025 Reduced 4.12%
$310B
$4.5 Million 1.64% of portfolio
62,875
Q1 2025 Reduced 0.47%
$108B
$3.34 Million 1.22% of portfolio
31,790
Q1 2025 Added 9.66%
$134B
$3.12 Million 1.14% of portfolio
15,235
Q1 2025 Reduced 1.46%
$18.3B
$2.38 Million 0.87% of portfolio
33,835
Q1 2025 Reduced 1.24%
$102B
$2.16 Million 0.79% of portfolio
24,875
Q1 2025 Added 130.54%
$190B
$1.86 Million 0.68% of portfolio
4,842
Q1 2025 Added 40.67%
$44.7B
$1.67 Million 0.61% of portfolio
2,957
Q1 2025 Added 45.16%
$82.3B
$1.03 Million 0.37% of portfolio
45,300
Q1 2025 Reduced 30.63%
$1.43T
$730,000 0.27% of portfolio
1,267
Q1 2025 New
$538B
$346,000 0.13% of portfolio
632
Q4 2022 New
$108B
$245,000 0.09% of portfolio
1,215
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $275 Million
  • Prior Value $272 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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