Wealth Bridge Investment Counsel Inc. Portfolio Holdings
Wealth Bridge Investment Counsel Inc.
- $282 Million
- Q3 2024
Wealth Bridge Investment Counsel Inc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $282 Million distributed in 47 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Oracle Corp with a value of $14M, Jpmorgan Chase & CO with a value of $13.1M, Goldman Sachs Group Inc with a value of $11.8M, Ishares Tr Msci Eafe ETF with a value of $11M, and Visa Inc. with a value of $10.9M.
Examining the 13F form we can see an increase of $20.3M in the current position value, from $261M to 282M.
Below you can find more details about Wealth Bridge Investment Counsel Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$282 Million
Financial Services: $54.4 Million
Healthcare: $52.8 Million
ETFs: $44.4 Million
Industrials: $38.9 Million
Technology: $36.4 Million
Consumer Cyclical: $17.4 Million
Communication Services: $12.1 Million
Consumer Defensive: $11.5 Million
Other: $6.36 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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