The Analysis of WealthBridge Capital Management, LLC's Holdings


Currently, WealthBridge Capital Management, LLC holds 208 types of securities in its portfolio with a total value $438.9M. In the most recent quarter, they have increased their positions in N/A (+3.0K shares, valued at $1.9M), NFLX (+17.4K shares, valued at $1.6M), SHLD (+22.3K shares, valued at $1.4M); decreased their positions in PGR (-4.4K shares, valued at $997.6K), N/A (-869 shares, valued at $436.8K), MSFT (-580 shares, valued at $280.5K); initiated new positions in N/A (+28.2K shares, valued at $1.1M), AES (+29.8K shares, valued at $427.1K), AMAT (+1.1K shares, valued at $292.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR65.0K shares3.00%2025-12-312026-01-21history
SPY SPDR S&P 500 ETF TR32.5K shares2.17%2025-12-312026-01-21history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T110.6K shares0.03%2025-12-312026-01-21history
BKLC BNY MELLON ETF TRUST147.6K shares4.34%2025-12-312026-01-21history
INVESCO QQQ TR INVESCO QQQ TR29.8K shares11.38%2025-12-312026-01-21history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL31.5K shares-2.69%2025-12-312026-01-21history
AAPL APPLE INC51.0K shares-1.13%2025-12-312026-01-21history
AMZN AMAZON COM INC50.3K shares-0.69%2025-12-312026-01-21history
Sponsored
NVDA NVIDIA CORPORATION57.3K shares1.16%2025-12-312026-01-21history
ALPHABET INC ALPHABET INC28.8K shares-2.12%2025-12-312026-01-21history
IGM ISHARES TR67.5K shares-2.37%2025-12-312026-01-21history
GLD SPDR GOLD TR21.7K shares1.39%2025-12-312026-01-21history
VYM VANGUARD WHITEHALL FDS56.6K shares-2.28%2025-12-312026-01-21history
VIG VANGUARD SPECIALIZED FUNDS30.0K shares-1.41%2025-12-312026-01-21history
IYW ISHARES TR31.9K shares-4.17%2025-12-312026-01-21history
LLY ELI LILLY & CO5.6K shares-1.67%2025-12-312026-01-21history
Sponsored
MSFT MICROSOFT CORP12.4K shares-4.47%2025-12-312026-01-21history
GRID FIRST TR EXCHANGE TRADED FD36.2K shares11.80%2025-12-312026-01-21history
USMV ISHARES TR58.0K shares4.34%2025-12-312026-01-21history
VTI VANGUARD INDEX FDS15.0K shares-0.12%2025-12-312026-01-21history
ICSH ISHARES TR96.0K shares4.02%2025-12-312026-01-21history
EMR EMERSON ELEC CO35.8K shares0.00%2025-12-312026-01-21history
IWM ISHARES TR19.1K shares-1.96%2025-12-312026-01-21history
AIRR FIRST TR EXCHANGE TRADED FD47.9K shares13.75%2025-12-312026-01-21history
Sponsored
BTT BLACKROCK MUN TARGET TERM TR190.0K shares0.20%2025-12-312026-01-21history
PAVE GLOBAL X FDS84.4K shares6.54%2025-12-312026-01-21history
XLI SELECT SECTOR SPDR TR23.8K shares-1.74%2025-12-312026-01-21history
FDN FIRST TR EXCHANGE-TRADED FD13.4K shares0.04%2025-12-312026-01-21history
JPM JPMORGAN CHASE & CO.10.3K shares-0.42%2025-12-312026-01-21history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T72.1K shares-2.90%2025-12-312026-01-21history
MA MASTERCARD INCORPORATED5.5K shares0.18%2025-12-312026-01-21history
QQEW FIRST TR EXCHANGE-TRADED FD21.8K shares7.20%2025-12-312026-01-21history
Sponsored
ABBV ABBVIE INC13.0K shares-0.44%2025-12-312026-01-21history
META META PLATFORMS INC4.3K shares-0.71%2025-12-312026-01-21history
IWF ISHARES TR5.9K shares-1.68%2025-12-312026-01-21history
ALPHABET INC ALPHABET INC8.8K shares0.74%2025-12-312026-01-21history
MDY SPDR S&P MIDCAP 400 ETF TR4.4K shares-1.14%2025-12-312026-01-21history
ALPS ETF TR ALPS ETF TR54.2K shares3.30%2025-12-312026-01-21history
IVE ISHARES TR11.9K shares0.61%2025-12-312026-01-21history
AIVL WISDOMTREE TR21.1K shares-0.08%2025-12-312026-01-21history
Sponsored
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II32.9K shares1.78%2025-12-312026-01-21history
FGD FIRST TR EXCHANGE TRADED FD76.4K shares27.08%2025-12-312026-01-21history
TSLA TESLA INC5.0K shares-9.52%2025-12-312026-01-21history
DVY ISHARES TR15.5K shares0.61%2025-12-312026-01-21history
RDVY FIRST TR EXCHANGE TRADED FD29.9K shares6.30%2025-12-312026-01-21history
VBF INVESCO BD FD132.4K shares-3.84%2025-12-312026-01-21history
ISHARES GOLD TR ISHARES GOLD TR25.1K shares0.92%2025-12-312026-01-21history
DIA SPDR DOW JONES INDL AVERAGE4.2K shares0.02%2025-12-312026-01-21history
Sponsored
XOM EXXON MOBIL CORP15.7K shares0.01%2025-12-312026-01-21history
MADE ISHARES TR60.0K shares7.70%2025-12-312026-01-21history
NFLX NETFLIX INC19.3K shares890.92%2025-12-312026-01-21history
RSPS INVESCO EXCHANGE TRADED FD T59.9K shares-0.65%2025-12-312026-01-21history
BROADCOM INC BROADCOM INC4.8K shares6.15%2025-12-312026-01-21history
FPE FIRST TR EXCH TRADED FD III91.9K shares0.05%2025-12-312026-01-21history
V VISA INC4.7K shares0.02%2025-12-312026-01-21history
NOBL PROSHARES TR16.0K shares-0.89%2025-12-312026-01-21history
Sponsored
SHLD GLOBAL X FDS25.6K shares676.49%2025-12-312026-01-21history
PLPC PREFORMED LINE PRODS CO8.0K shares4.71%2025-12-312026-01-21history
DLN WISDOMTREE TR18.3K shares-0.35%2025-12-312026-01-21history
JMST J P MORGAN EXCHANGE TRADED F30.4K shares1.84%2025-12-312026-01-21history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-21history
DGRW WISDOMTREE TR16.6K shares-0.11%2025-12-312026-01-21history
ROKT SPDR SERIES TRUST16.8K shares18.04%2025-12-312026-01-21history
FBND FIDELITY MERRIMACK STR TR31.0K shares7.60%2025-12-312026-01-21history
Sponsored
FSIG FIRST TR EXCHANGE-TRADED FD74.2K shares0.35%2025-12-312026-01-21history
TRFK PACER FDS TR20.8K shares4.75%2025-12-312026-01-21history
VANGUARD INDEX FDS VANGUARD INDEX FDS2.1K shares5.83%2025-12-312026-01-21history
APH AMPHENOL CORP NEW9.1K shares-0.42%2025-12-312026-01-21history
IVOO VANGUARD ADMIRAL FDS INC10.9K shares0.55%2025-12-312026-01-21history
SCHD SCHWAB STRATEGIC TR44.4K shares-0.33%2025-12-312026-01-21history
RSHO TEMA ETF TRUST26.5K shares10.46%2025-12-312026-01-21history
CIBR FIRST TR EXCHANGE TRADED FD16.3K shares0.04%2025-12-312026-01-21history
Sponsored
PG PROCTER AND GAMBLE CO8.0K shares-3.29%2025-12-312026-01-21history
GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR28.2K sharesnew addition2025-12-312026-01-21history
VO VANGUARD INDEX FDS3.6K shares0.37%2025-12-312026-01-21history
HYD VANECK ETF TRUST19.9K shares1.43%2025-12-312026-01-21history
MCD MCDONALDS CORP3.1K shares0.00%2025-12-312026-01-21history
DTE DTE ENERGY CO7.3K shares3.40%2025-12-312026-01-21history
STWD STARWOOD PPTY TR INC51.6K shares1.93%2025-12-312026-01-21history
FITE SPDR SERIES TRUST10.7K shares0.00%2025-12-312026-01-21history
Sponsored
FTCS FIRST TR EXCHANGE-TRADED FD9.8K shares-6.90%2025-12-312026-01-21history
FUMB FIRST TR EXCH TRADED FD III44.3K shares1.95%2025-12-312026-01-21history
PGR PROGRESSIVE CORP3.9K shares-53.01%2025-12-312026-01-21history
XAR SPDR SERIES TRUST3.6K shares6.53%2025-12-312026-01-21history
XLV SELECT SECTOR SPDR TR5.6K shares-5.52%2025-12-312026-01-21history
UTWO RBB FD INC17.2K shares4.61%2025-12-312026-01-21history
PSL INVESCO EXCHANGE TRADED FD T8.3K shares-0.12%2025-12-312026-01-21history
ABT ABBOTT LABS6.5K shares-1.92%2025-12-312026-01-21history
Sponsored
ITA ISHARES TR3.8K shares-12.30%2025-12-312026-01-21history
WUGI INVESTMENT MANAGERS SER TR I10.6K shares-0.07%2025-12-312026-01-21history
RFI COHEN & STEERS TOTAL RETURN68.2K shares1.72%2025-12-312026-01-21history
CEF SPROTT ASSET MANAGEMENT LP16.4K shares0.00%2025-12-312026-01-21history
GS GOLDMAN SACHS GROUP INC849 shares0.12%2025-12-312026-01-21history
ITOT ISHARES TR4.9K shares0.12%2025-12-312026-01-21history
VRT VERTIV HOLDINGS CO4.5K shares-0.16%2025-12-312026-01-21history
KXI ISHARES TR10.3K shares-3.98%2025-12-312026-01-21history
Sponsored
XLK SELECT SECTOR SPDR TR4.6K shares95.74%2025-12-312026-01-21history
VUG VANGUARD INDEX FDS1.4K shares1.50%2025-12-312026-01-21history
LAM RESEARCH CORP LAM RESEARCH CORP3.8K shares0.00%2025-12-312026-01-21history
NUKZ EXCHANGE TRADED CONCEPTS TRU10.3K shares14.80%2025-12-312026-01-21history
XLF SELECT SECTOR SPDR TR11.9K shares-8.54%2025-12-312026-01-21history
IVW ISHARES TR5.2K shares3.30%2025-12-312026-01-21history
SUSA ISHARES TR4.6K shares0.00%2025-12-312026-01-21history
SPHQ INVESCO EXCHANGE TRADED FD T8.3K shares0.00%2025-12-312026-01-21history
Sponsored
PANW PALO ALTO NETWORKS INC3.4K shares0.00%2025-12-312026-01-21history
QLD PROSHARES TR8.8K shares100.00%2025-12-312026-01-21history
SDY SPDR SERIES TRUST4.5K shares5.92%2025-12-312026-01-21history
PDP INVESCO EXCHANGE TRADED FD T5.3K shares0.00%2025-12-312026-01-21history
COST COSTCO WHSL CORP NEW702 shares-10.34%2025-12-312026-01-21history
PEP PEPSICO INC4.2K shares-0.07%2025-12-312026-01-21history
VGT VANGUARD WORLD FD786 shares-0.38%2025-12-312026-01-21history
GE AEROSPACE GE AEROSPACE1.9K shares-2.16%2025-12-312026-01-21history
Sponsored
RTX RTX CORPORATION3.1K shares0.00%2025-12-312026-01-21history
IJR ISHARES TR4.6K shares-1.60%2025-12-312026-01-21history
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II15.8K shares8.81%2025-12-312026-01-21history
PWR QUANTA SVCS INC1.3K shares0.00%2025-12-312026-01-21history
IWD ISHARES TR2.5K shares-5.09%2025-12-312026-01-21history
PSF COHEN & STEERS SELECT PFD &25.5K shares-0.52%2025-12-312026-01-21history
VEEV VEEVA SYS INC2.3K shares-7.98%2025-12-312026-01-21history
MU MICRON TECHNOLOGY INC1.8K shares0.45%2025-12-312026-01-21history
Sponsored
ORLY OREILLY AUTOMOTIVE INC5.6K shares-0.11%2025-12-312026-01-21history
TDIV FIRST TR EXCHANGE TRADED FD5.2K shares0.10%2025-12-312026-01-21history
JNJ JOHNSON & JOHNSON2.4K shares-1.16%2025-12-312026-01-21history
SCYB SCHWAB STRATEGIC TR18.6K shares5.14%2025-12-312026-01-21history
LDOS LEIDOS HOLDINGS INC2.7K shares0.00%2025-12-312026-01-21history
PFFD GLOBAL X FDS25.7K shares0.00%2025-12-312026-01-21history
CAT CATERPILLAR INC839 shares0.00%2025-12-312026-01-21history
QTEC FIRST TR EXCHANGE-TRADED FD2.1K shares0.83%2025-12-312026-01-21history
Sponsored
IGSB ISHARES TR8.9K shares0.00%2025-12-312026-01-21history
MOAT VANECK ETF TRUST4.5K shares0.42%2025-12-312026-01-21history
MUB ISHARES TR4.3K shares9.98%2025-12-312026-01-21history
EME EMCOR GROUP INC731 shares0.00%2025-12-312026-01-21history
HD HOME DEPOT INC1.3K shares-0.23%2025-12-312026-01-21history
WMT WALMART INC4.0K shares-0.58%2025-12-312026-01-21history
SCHI SCHWAB STRATEGIC TR19.2K shares-3.04%2025-12-312026-01-21history
BAC BANK AMERICA CORP7.9K shares0.13%2025-12-312026-01-21history
Sponsored
MTUM ISHARES TR1.7K shares-2.82%2025-12-312026-01-21history
AES AES CORP29.8K sharesnew addition2025-12-312026-01-21history
PHYS SPROTT ASSET MANAGEMENT LP12.9K shares-2.42%2025-12-312026-01-21history
IBMO ISHARES TR16.4K shares4.86%2025-12-312026-01-21history
T AT&T INC16.3K shares3.39%2025-12-312026-01-21history
AIQ GLOBAL X FDS7.8K shares36.73%2025-12-312026-01-21history
IBMP ISHARES TR15.2K shares5.29%2025-12-312026-01-21history
VLO VALERO ENERGY CORP2.3K shares-1.72%2025-12-312026-01-21history
Sponsored
VALQ AMERICAN CENTY ETF TR5.7K shares0.00%2025-12-312026-01-21history
FXR FIRST TR EXCHANGE TRADED FD4.7K shares-0.86%2025-12-312026-01-21history
RNP COHEN & STEERS REIT & PFD &18.1K shares-19.38%2025-12-312026-01-21history
VOOG VANGUARD ADMIRAL FDS INC806 shares-0.74%2025-12-312026-01-21history
IYC ISHARES TR3.5K shares-13.87%2025-12-312026-01-21history
IRM IRON MTN INC DEL4.3K shares-0.46%2025-12-312026-01-21history
FTC FIRST TR EXCHANGE-TRADED ALP2.2K shares0.00%2025-12-312026-01-21history
UNH UNITEDHEALTH GROUP INC1.1K shares-6.57%2025-12-312026-01-21history
Sponsored
ILCV ISHARES TR3.7K shares0.00%2025-12-312026-01-21history
REGL PROSHARES TR4.1K shares-30.25%2025-12-312026-01-21history
IBM INTERNATIONAL BUSINESS MACHS1.2K shares-0.60%2025-12-312026-01-21history
IBMQ ISHARES TR13.5K shares4.33%2025-12-312026-01-21history
SCHB SCHWAB STRATEGIC TR12.6K shares0.07%2025-12-312026-01-21history
ONON ON HLDG AG6.9K shares-11.83%2025-12-312026-01-21history
YUM YUM BRANDS INC2.1K shares-4.51%2025-12-312026-01-21history
NUV NUVEEN MUN VALUE FD INC35.2K shares2.86%2025-12-312026-01-21history
Sponsored
MQY BLACKROCK MUNIYILD QULT FD I28.0K shares-24.46%2025-12-312026-01-21history
HDV ISHARES TR2.6K shares0.04%2025-12-312026-01-21history
PRN INVESCO EXCHANGE TRADED FD T1.8K shares-1.70%2025-12-312026-01-21history
UTF COHEN & STEERS INFRASTRUCTUR12.9K shares0.86%2025-12-312026-01-21history
BSMT INVESCO EXCH TRD SLF IDX FD13.4K shares2.25%2025-12-312026-01-21history
PHO INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2025-12-312026-01-21history
AGG ISHARES TR3.1K shares-14.62%2025-12-312026-01-21history
SO SOUTHERN CO3.4K shares0.00%2025-12-312026-01-21history
Sponsored
AMGN AMGEN INC916 shares-0.22%2025-12-312026-01-21history
FTXL FIRST TR EXCHANGE TRADED FD2.3K shares-4.97%2025-12-312026-01-21history
CVS CVS HEALTH CORP3.7K shares-1.32%2025-12-312026-01-21history
AMAT APPLIED MATLS INC1.1K sharesnew addition2025-12-312026-01-21history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.2K shares0.11%2025-12-312026-01-21history
HIG HARTFORD INSURANCE GROUP INC2.1K shares5.62%2025-12-312026-01-21history
SCHX SCHWAB STRATEGIC TR10.5K shares0.00%2025-12-312026-01-21history
VOT VANGUARD INDEX FDS997 shares0.00%2025-12-312026-01-21history
Sponsored
QUAL ISHARES TR1.4K shares3.72%2025-12-312026-01-21history
VIS VANGUARD WORLD FD900 shares0.00%2025-12-312026-01-21history
RCKY ROCKY BRANDS INC9.2K shares-1.08%2025-12-312026-01-21history
BIL SPDR SERIES TRUST2.8K shares12.70%2025-12-312026-01-21history
AEP AMERICAN ELEC PWR CO INC2.2K shares-0.68%2025-12-312026-01-21history
UNP UNION PAC CORP1.1K shares0.00%2025-12-312026-01-21history
IEFA ISHARES TR2.8K shares1.63%2025-12-312026-01-21history
GLDM WORLD GOLD TR2.9K sharesnew addition2025-12-312026-01-21history
Sponsored
NXP NUVEEN SELECT TAX-FREE INCOM17.3K shares0.17%2025-12-312026-01-21history
CLH CLEAN HARBORS INC1.0K shares0.19%2025-12-312026-01-21history
KO COCA COLA CO3.4K shares0.18%2025-12-312026-01-21history
DHR DANAHER CORPORATION1.0K sharesnew addition2025-12-312026-01-21history
XLE SELECT SECTOR SPDR TR5.3K shares72.07%2025-12-312026-01-21history
CRWD CROWDSTRIKE HLDGS INC506 shares17.40%2025-12-312026-01-21history
BLACKROCK INC BLACKROCK INC220 shares0.00%2025-12-312026-01-21history
VGM INVESCO TR INVT GRADE MUNS22.5K shares0.00%2025-12-312026-01-21history
Sponsored
MSCI MSCI INC406 shares0.00%2025-12-312026-01-21history
XLP SELECT SECTOR SPDR TR2.9K shares-15.46%2025-12-312026-01-21history
HTGC HERCULES CAPITAL INC12.0K shares0.00%2025-12-312026-01-21history
PVI INVESCO EXCH TRADED FD TR II9.0K shares0.26%2025-12-312026-01-21history
LEO BNY MELLON STRATEGIC MUNS IN35.3K shares0.00%2025-12-312026-01-21history
VXUS VANGUARD STAR FDS2.9K sharesnew addition2025-12-312026-01-21history
RQI COHEN & STEERS QUALITY INCOM19.3K shares-4.93%2025-12-312026-01-21history
PMM PUTNAM MANAGED MUN INCOME TR34.0K shares9.50%2025-12-312026-01-21history
Sponsored
WM WASTE MGMT INC DEL951 sharesnew addition2025-12-312026-01-21history
FXO FIRST TR EXCHANGE TRADED FD3.4K shares0.26%2025-12-312026-01-21history
CVX CHEVRON CORP NEW1.3K shares0.15%2025-12-312026-01-21history
LMT LOCKHEED MARTIN CORP417 shares0.24%2025-12-312026-01-21history
EXG EATON VANCE TAX-MANAGED GLOB16.7K shares-3.48%2025-12-312026-01-21history
SPFF GLOBAL X FDS10.0K shares0.00%2025-12-312026-01-21history
ABR ARBOR REALTY TRUST INC10.7K shares0.00%2025-12-312026-01-21history
AGL AGILON HEALTH INC34.8K shares0.00%2025-12-312026-01-21history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: WealthBridge Capital Management, LLC | TradeFomo