Wealth Bridge Investment Counsel Inc. Portfolio Holdings by Sector
Wealth Bridge Investment Counsel Inc.
- $270 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
EFA VGK VWO BUG SPY IEV VEU IWM 8 stocks |
$29,426
10.92% of portfolio
|
  2  
|
  5  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK ABBV GILD 3 stocks |
$23,113
8.58% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM C 2 stocks |
$21,102
7.83% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
ORCL MSFT 2 stocks |
$17,639
6.54% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
LH TMO DHR 3 stocks |
$17,472
6.48% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$13,639
5.06% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$11,951
4.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA 2 stocks |
$11,533
4.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM VPL 2 stocks |
$11,302
4.19% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
NOC LHX 2 stocks |
$11,082
4.11% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$10,845
4.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$9,611
3.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$9,351
3.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
MET 1 stocks |
$8,745
3.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8,737
3.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$7,661
2.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$7,120
2.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$6,718
2.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$6,528
2.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
OC 1 stocks |
$5,883
2.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$5,514
2.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$3,943
1.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
INTC ADI 2 stocks |
$3,813
1.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$3,507
1.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
LYB 1 stocks |
$3,274
1.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|