WC
| |
WealthBridge Capital Management, LLC13F | |
| WealthBridge Capital Management, LLC | |
| Last update 2025-04-25 | 201 Stocks (13 new) |
| Value $354.00 Mil | Turnover 4 % |
WealthBridge Capital Managemen... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 59,520 | 33,444.4 | -0.39% | 9.450 | -0.04% | 0.010 | +16.45% | +8.98% | 642,461.0 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 108,462 | 18,788.9 | +3.05% | 5.310 | +0.16% | 0.030 | +11.87% | +7.57% | 74,989.8 | ||
BRK.B | Berkshire Hathaway Inc | 33,329 | 17,750.4 | -1.27% | 5.020 | -0.05% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
SPY | SPDR S&P 500 ETF Trust | 31,616 | 17,685.9 | +6.70% | 5.000 | +0.31% | 0.000 | +16.39% | +8.89% | 654,583.2 | ||
BKLC |
BNY Mellon US Large Cap Core Equity ETF
BNY Mellon US Large Cap Core Equity ETF
| 132,302 | 14,066.4 | +1.37% | 3.970 | +0.05% | 0.540 | +17.04% | +9.19% | 3,592.1 | ||
AAPL | Apple Inc | 54,706 | 12,151.8 | -1.05% | 3.430 | -0.04% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
QQQ | INVESCO QQQ Trust | 24,128 | 11,313.9 | +0.52% | 3.200 | +0.02% | 0.000 | +21.03% | +10.81% | 360,250.4 | ||
AMZN | Amazon.com Inc | 50,830 | 9,670.9 | -0.43% | 2.730 | -0.01% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 55,615 | 7,172.1 | +0.68% | 2.030 | +0.01% | 0.010 | +10.99% | +8.07% | 59,515.8 | ||
IGM | iShares Expanded Tech Sector ETF | 69,360 | 6,288.9 | +0.55% | 1.780 | +0.01% | 0.120 | +26.47% | +12.65% | 6,944.4 |
WealthBridge Capital Management, LLC's Historical Top Holdings Breakdowns
WealthBridge Capital Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FSIG |
First Trust Limited Duration Investment Grade Corporate ETF
First Trust Limited Duration Investment Grade Corporate ETF
| 2025-03-31 | New Buy New Buy | +0.39% | 18.74 ($18.92) 19.04 | $19.05 | 0.69% | New holding | 72,162 | 72,162 | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 2025-03-31 | Add Add | +0.31% | 57.22 ($60.78) 63.39 | $64.02 | 5.33% | Add 260.4% | 26,230 | 18,952 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.31% | 551.42 ($587.78) 612.93 | $634.42 | 7.93% | Add 6.7% | 31,616 | 1,985 | |
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 2025-03-31 | Reduce Reduce | -0.26% | 97.38 ($101.55) 104.52 | $104.57 | 2.97% | Reduce -36.14% | 16,285 | -9,215 | |
BSJP |
Invesco BulletShares 2025 High Yield Corporate Bon
Invesco BulletShares 2025 High Yield Corporate Bon
| 2025-03-31 | New Buy New Buy | +0.25% | 23.04 ($23.1) 23.17 | $23.05 | -0.22% | New holding | 38,247 | 38,247 | |
BOTZ | GLOBAL X FDS | 2025-03-31 | Sold Out Sold Out | -0.21% | 28.46 ($32.28) 34.53 | $34.49 | 6.85% | Sold Out | 0 | -23,256 | |
QQEW |
First Trust NASDAQ-100 Equal Weighted Index Fund
First Trust NASDAQ-100 Equal Weighted Index Fund
| 2025-03-31 | Add Add | +0.20% | 119.84 ($128.07) 136.1 | $139.08 | 8.60% | Add 58.66% | 15,555 | 5,751 | |
ROKT | SPDR S&P Kensho Final Frontiers ETF | 2025-03-31 | New Buy New Buy | +0.18% | 51.85 ($56.46) 61.65 | $68.22 | 20.83% | New holding | 12,178 | 12,178 | |
DGIN | VanEck Digital India ETF | 2025-03-31 | Sold Out Sold Out | -0.17% | 37.2 ($40.52) 44.94 | $42.67 | 5.32% | Sold Out | 0 | -13,831 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.16% | 169.43 ($177.82) 182.84 | $186.83 | 5.07% | Add 3.05% | 108,462 | 3,214 |
WealthBridge Capital Management, LLC Total Holding History ($B)
WealthBridge Capital Management, LLC's Asset Allocation
WealthBridge Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WealthBridge Capital Management, LLC's Hypothetical Growth since 2025-03-31
WealthBridge Capital Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WealthBridge Capital Management, LLC's Holdings Heat Map
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WealthBridge Capital Management, LLC's Holdings Bubble Chart
WealthBridge Capital Management, LLC News
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