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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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