Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IVV) | 49,556 | +2,591 | $23,670 |
IVV | 49,556 | +2,591 | $23,670 |
INVESCO EXCHANGE TRADED FD T (RSP) | 101,011 | -611 | $15,940 |
RSP | 101,011 | -611 | $15,940 |
SPDR S&P 500 ETF TR (SPY) | 30,443 | +797 | $14,470 |
SPY | 30,443 | +797 | $14,470 |
BERKSHIRE HATHAWAY INC DEL | $13,144 | ||
BRK.B | 33,812 | +129 | $12,059 |
BRK.A | 2 | UNCH | $1,085 |
APPLE INC | 60,117 | -100 | $11,574 |
AAPL | 60,117 | -100 | $11,574 |
AMAZON COM INC | 52,642 | +824 | $7,998 |
AMZN | 52,642 | +824 | $7,998 |
INVESCO QQQ TR | 19,432 | +469 | $7,958 |
QQQ | 19,432 | +469 | $7,958 |
BNY MELLON ETF TRUST (BKLC) | 76,508 | +15,370 | $6,916 |
BKLC | 76,508 | +15,370 | $6,916 |
BLACKROCK MUN TARGET TERM TR | 318,999 | -62,721 | $6,635 |
BTT | 318,999 | -62,721 | $6,635 |
VANGUARD WHITEHALL FDS (VYM) | 49,152 | -71 | $5,487 |
VYM | 49,152 | -71 | $5,487 |
ISHARES TR (IGM) | 11,968 | -54 | $5,364 |
IGM | 11,968 | -54 | $5,364 |
ALPHABET INC | 35,816 | -415 | $5,048 |
GOOG | 35,816 | -415 | $5,048 |
ISHARES TR (IYW) | 37,264 | -2,463 | $4,574 |
IYW | 37,264 | -2,463 | $4,574 |
MICROSOFT CORP | 12,007 | +484 | $4,515 |
MSFT | 12,007 | +484 | $4,515 |
VANGUARD SPECIALIZED FUNDS (VIG) | 26,494 | +213 | $4,515 |
VIG | 26,494 | +213 | $4,515 |
ISHARES TR (IWM) | 21,238 | -545 | $4,263 |
IWM | 21,238 | -545 | $4,263 |
VANGUARD INDEX FDS (VTI) | 16,163 | -1,336 | $3,834 |
VTI | 16,163 | -1,336 | $3,834 |
ISHARES TR (USMV) | 45,920 | -755 | $3,583 |
USMV | 45,920 | -755 | $3,583 |
EMERSON ELEC CO | 36,663 | -239 | $3,568 |
EMR | 36,663 | -239 | $3,568 |
SPDR GOLD TR (GLD) | 18,172 | +1,039 | $3,474 |
GLD | 18,172 | +1,039 | $3,474 |
ISHARES TR (ICSH) | 64,766 | -4,229 | $3,262 |
ICSH | 64,766 | -4,229 | $3,262 |
TESLA INC | 11,400 | -19 | $2,833 |
TSLA | 11,400 | -19 | $2,833 |
FIRST TR EXCHANGE TRADED FD (FDN) | 14,324 | -50 | $2,672 |
FDN | 14,324 | -50 | $2,672 |
SELECT SECTOR SPDR TR (XLI) | 21,617 | -118 | $2,464 |
XLI | 21,617 | -118 | $2,464 |
INVESCO EXCHANGE TRADED FD T (PRFZ) | 64,878 | -180 | $2,432 |
PRFZ | 64,878 | -180 | $2,432 |
ISHARES TR (IVE) | 13,694 | +173 | $2,381 |
IVE | 13,694 | +173 | $2,381 |
INVESCO EXCHANGE TRADED FD T (RSPS) | 70,482 | +70,482 | $2,213 |
RSPS | 70,482 | +70,482 | $2,213 |
INVESCO EXCH TRADED FD TR II (SPLV) | 34,528 | -1,037 | $2,164 |
SPLV | 34,528 | -1,037 | $2,164 |
PROSHARES TR (NOBL) | 22,017 | -789 | $2,096 |
NOBL | 22,017 | -789 | $2,096 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 3,932 | +71 | $1,995 |
MDY | 3,932 | +71 | $1,995 |
WISDOMTREE TR | 20,705 | -230 | $1,986 |
AIVL | 20,705 | -230 | $1,986 |
NVIDIA CORPORATION | 3,992 | +1,096 | $1,977 |
NVDA | 3,992 | +1,096 | $1,977 |
JPMORGAN CHASE & CO | 11,405 | +239 | $1,940 |
JPM | 11,405 | +239 | $1,940 |
ISHARES TR (IWF) | 6,186 | +22 | $1,875 |
IWF | 6,186 | +22 | $1,875 |
ELI LILLY & CO | 3,092 | +478 | $1,802 |
LLY | 3,092 | +478 | $1,802 |
ABBVIE INC | 11,536 | -20 | $1,788 |
ABBV | 11,536 | -20 | $1,788 |
SELECT SECTOR SPDR TR (XLV) | 12,734 | +1 | $1,737 |
XLV | 12,734 | +1 | $1,737 |
ISHARES TR (DVY) | 14,479 | +230 | $1,697 |
DVY | 14,479 | +230 | $1,697 |
SPDR DOW JONES INDL AVERAGE (DIA) | 4,416 | -39 | $1,664 |
DIA | 4,416 | -39 | $1,664 |
ALPS ETF TR (AMLP) | 35,895 | +1,153 | $1,526 |
AMLP | 35,895 | +1,153 | $1,526 |
FIRST TR EXCHANGE TRADED FD (GRID) | 13,576 | +1,268 | $1,422 |
GRID | 13,576 | +1,268 | $1,422 |
FIRST TR NAS100 EQ WEIGHTED (QQEW) | 11,335 | +1 | $1,331 |
QQEW | 11,335 | +1 | $1,331 |
META PLATFORMS INC | 3,734 | +83 | $1,322 |
META | 3,734 | +83 | $1,322 |
PROGRESSIVE CORP | 8,191 | -92 | $1,305 |
PGR | 8,191 | -92 | $1,305 |
PROCTER AND GAMBLE CO | 8,892 | -50 | $1,303 |
PG | 8,892 | -50 | $1,303 |
WISDOMTREE TR | 19,362 | +282 | $1,285 |
DLN | 19,362 | +282 | $1,285 |
VANGUARD ADMIRAL FDS INC (IVOO) | 13,179 | -860 | $1,238 |
IVOO | 13,179 | -860 | $1,238 |
FIRST TR EXCH TRADED FD III (FPE) | 71,485 | +9,403 | $1,205 |
FPE | 71,485 | +9,403 | $1,205 |
WISDOMTREE TR | 16,909 | -1 | $1,188 |
DGRW | 16,909 | -1 | $1,188 |
EXXON MOBIL CORP | 11,579 | -58 | $1,158 |
XOM | 11,579 | -58 | $1,158 |
See Full List: All Stocks Held By WealthBridge Capital Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By WealthBridge Capital Management LLC
Size ($ in 1000's)
At 12/31/2023: $266,852 At 09/30/2023: $252,104 WealthBridge Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WealthBridge Capital Management LLC 13F filings. Link to 13F filings: SEC filings |