Wealthbridge Capital Management, LLC
CIK:0001767313
Investment Adviser
$0 AUM
210 holdings
Westerville, OH, USA
Latest filing:Jun 30, 2025
WealthBridge Capital Management is an SEC Registered Investment Advisor providing financial planning and investment services.
Investment Strategy
Customized financial planning and investment management with a focus on client goals and values.
Top Buys
I
IVVISHARES TR+$4.7M
Q
QQQINVESCO QQQ TR+$3.1M
N
NVDANVIDIA CORPORATION+$3.1M
B
BKLCBNY MELLON ETF TRUST+$2.6M
S
SPYSPDR S&P 500 ETF TR+$2.2M
Top Sells
B
BRK-BBERKSHIRE HATHAWAY INC DEL-$1.6M
A
AAPLAPPLE INC-$1.2M
B
BTTBLACKROCK MUN TARGET TERM TR-$421.3K
U
UNHUNITEDHEALTH GROUP INC-$414.6K
I
IRINGERSOLL RAND INC-$396.2K
Top Holdings
I
IVVISHARES TR+9.7%$38.2M
R
RSPINVESCO EXCHANGE TRADED FD T+5.1%$20.2M
S
SPYSPDR S&P 500 ETF TR+5.0%$19.9M
B
BKLCBNY MELLON ETF TRUST+4.2%$16.7M
B
BRK-BBERKSHIRE HATHAWAY INC DEL+4.1%$16.2M
Equity Positions (209)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 9.68% | $38.2M | 61,475 | $360.29 | $620.90 | +$4.7M |
R RSP | INVESCO EXCHANGE TRADED FD T | 5.12% | $20.2M | 111,111 | $118.88 | $181.74 | +$1.4M |
S SPY | SPDR S&P 500 ETF TR | 5.05% | $19.9M | 32,207 | $296.52 | $617.85 | +$2.2M |
B BKLC | BNY MELLON ETF TRUST | 4.22% | $16.7M | 140,671 | $94.92 | $118.43 | +$2.6M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.10% | $16.2M | 33,261 | $208.70 | $485.77 | -$1.6M |
Industry Allocation
FIRE, MARINE & CASUALTY INSURANCE
+5.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.0%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+2.9%
ELECTRONIC COMPUTERS
+2.8%
SEMICONDUCTORS & RELATED DEVICES
+2.6%