Wealth Bridge Investment Counsel Inc. Portfolio Holdings
Wealth Bridge Investment Counsel Inc.
- $272 Million
- Q4 2024
Wealth Bridge Investment Counsel Inc. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $272 Million distributed in 46 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $14.8M, Goldman Sachs Group Inc with a value of $13.5M, Oracle Corp with a value of $12.9M, Visa Inc. with a value of $12.4M, and Amazon Com Inc with a value of $12.2M.
Examining the 13F form we can see an decrease of $9.19M in the current position value, from $282M to 272M.
Below you can find more details about Wealth Bridge Investment Counsel Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$272 Million
Financial Services: $60.2 Million
Healthcare: $44.4 Million
ETFs: $41.1 Million
Industrials: $37.2 Million
Technology: $35.4 Million
Consumer Cyclical: $18.7 Million
Communication Services: $12.4 Million
Consumer Defensive: $9.87 Million
Other: $5.42 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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