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 Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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