- New Purchases: SBUX, LHX,
- Added Positions: ABT, EFA, EEM, FDX, CVS, NOC, MSFT, V, CERN, VZ, MET, MDT, LH, JPM, OC, STZ, IEV, GILD, KO, TMO,
- Reduced Positions: AAPL, LYB, C, SPY,
For the details of WealthBridge Investment Counsel Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/wealthbridge+investment+counsel+inc./current-portfolio/portfolio
These are the top 5 holdings of WealthBridge Investment Counsel Inc.- ISHARES TRUST (EEM) - 279,245 shares, 7.41% of the total portfolio. Shares added by 10.39%
- Apple Inc (AAPL) - 28,688 shares, 6.95% of the total portfolio. Shares reduced by 3.27%
- ISHARES TRUST (EFA) - 142,767 shares, 5.77% of the total portfolio. Shares added by 22.03%
- Visa Inc (V) - 38,562 shares, 4.95% of the total portfolio. Shares added by 5.54%
- JPMorgan Chase & Co (JPM) - 73,960 shares, 4.62% of the total portfolio. Shares added by 1.47%
WealthBridge Investment Counsel Inc. initiated holding in Starbucks Corp. The purchase prices were between $62.62 and $83.56, with an estimated average price of $75.03. The stock is now traded at around $75.78. The impact to a portfolio due to this purchase was 2.06%. The holding were 42,085 shares as of .
New Purchase: L3Harris Technologies Inc (LHX)WealthBridge Investment Counsel Inc. initiated holding in L3Harris Technologies Inc. The purchase prices were between $168.24 and $209.66, with an estimated average price of $187.74. The stock is now traded at around $172.99. The impact to a portfolio due to this purchase was 1.25%. The holding were 11,125 shares as of .
Added: Abbott Laboratories (ABT)WealthBridge Investment Counsel Inc. added to a holding in Abbott Laboratories by 197.04%. The purchase prices were between $76.57 and $98, with an estimated average price of $90.16. The stock is now traded at around $101.50. The impact to a portfolio due to this purchase was 1.61%. The holding were 40,100 shares as of .
Added: ISHARES TRUST (EFA)WealthBridge Investment Counsel Inc. added to a holding in ISHARES TRUST by 22.03%. The purchase prices were between $50.19 and $63.75, with an estimated average price of $57.11. The stock is now traded at around $63.91. The impact to a portfolio due to this purchase was 1.04%. The holding were 142,767 shares as of .
Added: FedEx Corp (FDX)WealthBridge Investment Counsel Inc. added to a holding in FedEx Corp by 43.34%. The purchase prices were between $107.52 and $149.38, with an estimated average price of $125.55. The stock is now traded at around $172.22. The impact to a portfolio due to this purchase was 0.67%. The holding were 23,895 shares as of .
Added: CVS Health Corp (CVS)WealthBridge Investment Counsel Inc. added to a holding in CVS Health Corp by 25.81%. The purchase prices were between $55.41 and $70.62, with an estimated average price of $62.88. The stock is now traded at around $64.10. The impact to a portfolio due to this purchase was 0.55%. The holding were 62,510 shares as of .
Added: Northrop Grumman Corp (NOC)WealthBridge Investment Counsel Inc. added to a holding in Northrop Grumman Corp by 23.70%. The purchase prices were between $301.75 and $356.3, with an estimated average price of $327.62. The stock is now traded at around $326.01. The impact to a portfolio due to this purchase was 0.38%. The holding were 9,605 shares as of .
Added: Microsoft Corp (MSFT)WealthBridge Investment Counsel Inc. added to a holding in Microsoft Corp by 97.45%. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $215.40. The impact to a portfolio due to this purchase was 0.31%. The holding were 4,640 shares as of .
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