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 %
Countries:
Top Holdings: JPM(5.46%)V(5.00%)GS(4.63%)ORCL(3.95%)EFA(3.90%)
Summary Stock Picks Current Portfolio
WealthBridge Investment Counse... Top Holdings of 2025-03-31 View Full List
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
+8.45%
+12.11%
738,488.8
Banks
V 		Visa Inc
39,174
13,730.0
-0.01%
5.000
0%
0.000
+7.75%
+17.54%
709,220.8
Credit Services
GS 		The Goldman Sachs Group Inc
23,303
12,730.0
-1.43%
4.630
-0.07%
0.010
+8.70%
+8.30%
188,400.5
Capital Markets
ORCL 		Oracle Corp
77,705
10,860.0
+0.10%
3.950
0%
0.000
+15.70%
+5.06%
487,992.8
Software
EFA 		iShares MSCI EAFE ETF
130,975
10,710.0
0%
3.900
0%
0.020
+7.40%
+18.69%
63,914.8
 
AMZN 		Amazon.com Inc
55,566
10,570.0
+0.17%
3.850
+0.01%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
EEM 		iShares MSCI Emerging Markets ETF
225,610
9,860.0
-0.49%
3.590
-0.02%
0.060
+6.15%
+12.20%
17,671.3
 
MET 		MetLife Inc
120,660
9,690.0
-0.37%
3.530
-0.01%
0.020
-2.07%
-1.03%
53,656.8
Insurance
AAPL 		Apple Inc
43,504
9,660.0
-0.21%
3.520
-0.01%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
ETN 		Eaton Corp PLC
33,785
9,180.0
+5.13%
3.340
+0.16%
0.010
+20.27%
+0.59%
129,696.4
Industrial Products

WealthBridge Investment Counsel Inc.'s Historical Top Holdings Breakdowns

WealthBridge Investment Counsel Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MU 		Micron Technology Inc2025-03-31Add
+0.45%
●
86.89 ($96.05) 109.38
$108.56
13.02%
Add 130.54%
24,875
14,085
META 		Meta Platforms Inc2025-03-31New Buy
+0.27%
●
576.36 ($645.17) 736.67
$697.71
8.14%
New holding
1,267
1,267
SMH 		VanEck Vectors Semiconductor ETF2025-03-31Add
+0.26%
●
211.47 ($239.69) 267.17
$252.73
5.44%
Add 83.76%
7,240
3,300
ADBE 		Adobe Inc2025-03-31Add
+0.20%
●
377.84 ($428.84) 464.11
$416.92
-2.78%
Add 40.67%
4,842
1,400
MSCI 		MSCI Inc2025-03-31Add
+0.19%
●
541.46 ($581.29) 628.34
$568.64
-2.18%
Add 45.16%
2,957
920
ETN 		Eaton Corp PLC2025-03-31Add
+0.16%
●
271.83 ($311.37) 371.23
$331.45
6.45%
Add 5.13%
33,785
1,650
VPL 		Vanguard FTSE Pacific ETF2025-03-31Add
+0.16%
●
69.87 ($73.28) 75.62
$80.04
9.22%
Add 20.05%
35,320
5,900
INTC 		Intel Corp2025-03-31Reduce
-0.15%
●
19.1 ($21.88) 27.39
$20.06
-8.32%
Reduce -30.63%
45,300
-20,000
VGK 		Vanguard FTSE Europe ETF2025-03-31Add
+0.14%
●
63.07 ($68.94) 73.5
$77.65
12.63%
Add 4.44%
128,565
5,460
COP 		ConocoPhillips2025-03-31Add
+0.11%
●
88.6 ($99.73) 105.85
$87.22
-12.54%
Add 9.66%
31,790
2,800

WealthBridge Investment Counsel Inc. Total Holding History ($B)

To

WealthBridge Investment Counsel Inc.'s Asset Allocation

To

WealthBridge Investment Counsel Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

WealthBridge Investment Counsel Inc.'s Holdings Bubble Chart

WealthBridge Investment Counsel Inc. News

  • 1

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