WI
| |
WealthBridge Investment Counsel Inc.13F | |
| WealthBridge Investment Counsel Inc. | |
| Last update 2025-04-11 | 47 Stocks (1 new) |
| Value $275.00 Mil | Turnover 2 % |
WealthBridge Investment Counse... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM | JPMorgan Chase & Co | 61,131 | 15,000.0 | -0.74% | 5.460 | -0.04% | 0.000 | +30.86% | +25.49% | 822,612.0 | Banks | |
V | Visa Inc | 39,174 | 13,730.0 | -0.01% | 5.000 | 0% | 0.000 | +5.91% | +13.93% | 701,033.1 | Credit Services | |
GS | The Goldman Sachs Group Inc | 23,303 | 12,730.0 | -1.43% | 4.630 | -0.07% | 0.010 | +42.26% | +27.64% | 222,054.8 | Capital Markets | |
ORCL | Oracle Corp | 77,705 | 10,860.0 | +0.10% | 3.950 | 0% | 0.000 | +73.56% | +43.28% | 666,592.2 | Software | |
EFA | iShares MSCI EAFE ETF | 130,975 | 10,710.0 | 0% | 3.900 | 0% | 0.020 | +13.38% | +20.45% | 64,562.5 | ||
AMZN | Amazon.com Inc | 55,566 | 10,570.0 | +0.17% | 3.850 | +0.01% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
EEM | iShares MSCI Emerging Markets ETF | 225,610 | 9,860.0 | -0.49% | 3.590 | -0.02% | 0.060 | +14.57% | +17.72% | 18,540.5 | ||
MET | MetLife Inc | 120,660 | 9,690.0 | -0.37% | 3.530 | -0.01% | 0.020 | +7.03% | -0.14% | 54,140.2 | Insurance | |
AAPL | Apple Inc | 43,504 | 9,660.0 | -0.21% | 3.520 | -0.01% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
ETN | Eaton Corp PLC | 33,785 | 9,180.0 | +5.13% | 3.340 | +0.16% | 0.010 | +39.34% | +9.93% | 141,736.7 | Industrial Products |
WealthBridge Investment Counsel Inc.'s Historical Top Holdings Breakdowns
WealthBridge Investment Counsel Inc.'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MU | Micron Technology Inc | 2025-03-31 | Add Add | +0.45% | 86.89 ($96.05) 109.38 | $122.29 | 27.32% | Add 130.54% | 24,875 | 14,085 | |
META | Meta Platforms Inc | 2025-03-31 | New Buy New Buy | +0.27% | 576.36 ($645.17) 736.67 | $719.01 | 11.45% | New holding | 1,267 | 1,267 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-03-31 | Add Add | +0.26% | 211.47 ($239.69) 267.17 | $283.62 | 18.33% | Add 83.76% | 7,240 | 3,300 | |
ADBE | Adobe Inc | 2025-03-31 | Add Add | +0.20% | 377.84 ($428.84) 464.11 | $379.31 | -11.55% | Add 40.67% | 4,842 | 1,400 | |
MSCI | MSCI Inc | 2025-03-31 | Add Add | +0.19% | 541.46 ($581.29) 628.34 | $587.74 | 1.11% | Add 45.16% | 2,957 | 920 | |
ETN | Eaton Corp PLC | 2025-03-31 | Add Add | +0.16% | 271.83 ($311.37) 371.23 | $362.22 | 16.33% | Add 5.13% | 33,785 | 1,650 | |
VPL | Vanguard FTSE Pacific ETF | 2025-03-31 | Add Add | +0.16% | 69.87 ($73.28) 75.62 | $82.38 | 12.42% | Add 20.05% | 35,320 | 5,900 | |
INTC | Intel Corp | 2025-03-31 | Reduce Reduce | -0.15% | 19.1 ($21.88) 27.39 | $22.49 | 2.79% | Reduce -30.63% | 45,300 | -20,000 | |
VGK | Vanguard FTSE Europe ETF | 2025-03-31 | Add Add | +0.14% | 63.07 ($68.94) 73.5 | $77.75 | 12.78% | Add 4.44% | 128,565 | 5,460 | |
COP | ConocoPhillips | 2025-03-31 | Add Add | +0.11% | 88.6 ($99.73) 105.85 | $93.68 | -6.07% | Add 9.66% | 31,790 | 2,800 |
WealthBridge Investment Counsel Inc. Total Holding History ($B)
WealthBridge Investment Counsel Inc.'s Asset Allocation
WealthBridge Investment Counsel Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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WealthBridge Investment Counsel Inc.'s Hypothetical Growth since 2025-03-31
WealthBridge Investment Counsel Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WealthBridge Investment Counsel Inc.'s Holdings Heat Map
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WealthBridge Investment Counsel Inc.'s Holdings Bubble Chart
WealthBridge Investment Counsel Inc. News
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