Wealthbridge-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ONON",
  null,
  null,
  null,
  "ABT",
  "ABBV",
  null,
  "GOOGL",
  "ASML",
  "CAT",
  "AVGO",
  "ABR",
  null,
  "VBF",
  "RQI",
  "UTF",
  null,
  null,
  null,
  "CMI",
  null,
  null,
  "NUV",
  null,
  null,
  null,
  null,
  "FITB",
  null,
  null,
  null,
  null,
  "AGL",
  "HD",
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "UNP",
  null,
  null,
  null,
  null,
  null,
  "HWM",
  "EMR",
  null,
  "MUB",
  "META",
  null,
  null,
  "IVW",
  null,
  null,
  null,
  "PLPC",
  "RCKY",
  null,
  null,
  null,
  "RNP",
  "RFI",
  "PMM",
  "PSF",
  "BTT",
  "MFM",
  "LEO",
  null,
  "EXG",
  "NXP",
  "MMC",
  null,
  "MA",
  null,
  "MSFT",
  "GE",
  "ORLY",
  "DLN",
  "IJR",
  null,
  "IWD",
  "OKE",
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "IRM",
  "PGR",
  "HTGC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  "VZ",
  "AMGN",
  "IEFA",
  null,
  null,
  "ROP",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "IBM",
  "VO",
  "IVOO",
  null,
  null,
  null,
  null,
  "PRF",
  null,
  "VIG",
  "TRGP",
  null,
  null,
  null,
  null,
  "VYM",
  null,
  "GPK",
  "VRT",
  "MLI",
  "STWD",
  null,
  "APH",
  "SDY",
  "FI",
  "IR",
  "AEP",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "IVE",
  "VGM",
  "CEF",
  null,
  null,
  "VGT",
  "VUG",
  "VLO",
  "VOOG",
  "VOT",
  "VOO",
  "VEEV",
  "V",
  "WMT",
  null,
  null,
  "YUM",
  "DTE",
  "SCHD",
  "DVY",
  "MSCI",
  null,
  "SO",
  null,
  "DIA",
  null,
  "MTUM",
  null,
  "BAC",
  "BRK-A",
  "BRK-B",
  "MQY",
  "CVX",
  "KO",
  "COST",
  "CVS",
  "DHR",
  "RSP",
  null,
  "USMV",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 201
Total Value: 353916516
Accession Number: 0001951757-25-000448
Form Type: 13F-HR
CIK: wealthbridge-capital-management
Manager Name: Wealthbridge-Capital-Management

Data Enrichment

62% identified

124 identified77 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

201 positions • $353.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908769

VTI|922908769

Shares:15.1K

Value:$4.1M

% of Portfolio:1.2% ($4.1M/$353.9M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:35.8K

Value:$3.9M

% of Portfolio:1.1% ($3.9M/$353.9M)

464287655

IWM|464287655

Shares:17.8K

Value:$3.6M

% of Portfolio:1.0% ($3.6M/$353.9M)

81369Y704

Shares:24.7K

Value:$3.2M

% of Portfolio:0.9% ($3.2M/$353.9M)

33737A108

Shares:27.0K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$353.9M)

Mastercard Inc

MA|57636Q104

Shares:5.5K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$353.9M)

33733E302

Shares:13.5K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$353.9M)

46137V597

Shares:77.5K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$353.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:12.5K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$353.9M)

00162Q452

Shares:49.9K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$353.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:10.2K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$353.9M)

Meta Platforms, Inc.

META|30303M102

Shares:4.3K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$353.9M)

46138E354

Shares:32.9K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$353.9M)

97717W406

Shares:21.6K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$353.9M)

464287408

IVE|464287408

Shares:12.2K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$353.9M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:4.4K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$353.9M)

37954Y673

Shares:61.6K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$353.9M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:8.0K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$353.9M)

464287614

IWF|464287614

Shares:6.1K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$353.9M)

33738R704

Shares:30.5K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$353.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	15.1K	QoQ -5.11% (-814) YoY -7.32% (-1.2K)	All Managers (Combined)	$4.1M	1.2% ($4.1M/$353.9M)	QoQ -10.01% (-$461.7K) YoY -1.99% (-$84.4K)
EMERSON ELECTRIC CO(EMRcusip291011104)	35.8K	QoQ -1.16% (-420) YoY -1.27% (-461)	All Managers (Combined)	$3.9M	1.1% ($3.9M/$353.9M)	QoQ -12.55% (-$563.1K) YoY -4.56% (-$187.5K)
(IWMcusip464287655)	17.8K	QoQ -1.61% (-293) YoY -15.80% (-3.4K)	All Managers (Combined)	$3.6M	1.0% ($3.6M/$353.9M)	QoQ -11.17% (-$447.9K) YoY -20.13% (-$897.5K)
(cusip81369Y704)✕	24.7K	QoQ -0.62% (-156) YoY +12.98% (+2.8K)	All Managers (Combined)	$3.2M	0.9% ($3.2M/$353.9M)	QoQ -1.14% (-$37.6K) YoY +17.56% (+$482.7K)
(cusip33737A108)✕	27.0K	QoQ +11.54% (+2.8K) YoY +75.72% (+11.6K)	All Managers (Combined)	$3.1M	0.9% ($3.1M/$353.9M)	QoQ +5.74% (+$166.0K) YoY +73.45% (+$1.3M)
Mastercard Inc(MAcusip57636Q104)	5.5K	QoQ -0.10% (-6) YoY +252.87% (+4.0K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$353.9M)	QoQ +3.97% (-$115.9K) YoY +301.63% (+$2.3M)
(cusip33733E302)✕	13.5K	QoQ -2.51% (-348) YoY -5.77% (-828)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$353.9M)	QoQ -10.93% (-$368.7K) YoY +2.06% (-$60.7K)
(cusip46137V597)✕	77.5K	QoQ +1.09% (-839) YoY +16.87% (+11.2K)	All Managers (Combined)	$2.9M	0.8% ($2.9M/$353.9M)	QoQ -8.01% (-$255.6K) YoY +12.65% (+$329.4K)
AbbVie Inc.(ABBVcusip00287Y109)	12.5K	QoQ -0.27% (-35) YoY +8.77% (+1.0K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$353.9M)	QoQ +17.57% (-$392.7K) YoY +25.14% (+$527.8K)
(cusip00162Q452)✕	49.9K	QoQ +2.34% (+1.1K) YoY +30.80% (+11.8K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$353.9M)	QoQ +10.37% (+$243.7K) YoY +43.15% (+$781.3K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	10.2K	QoQ -6.20% (-676) YoY -10.82% (-1.2K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$353.9M)	QoQ -4.01% (-$104.9K) YoY +9.20% (-$211.3K)
Meta Platforms, Inc.(METAcusip30303M102)	4.3K	QoQ +5.81% (+237) YoY +16.79% (+620)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$353.9M)	QoQ +4.16% (+$99.4K) YoY +38.64% (+$692.6K)
(cusip46138E354)✕	32.9K	QoQ -0.18% (-62) YoY -3.43% (-1.2K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$353.9M)	QoQ +6.54% (-$151.1K) YoY +9.54% (-$214.3K)
(cusip97717W406)✕	21.6K	QoQ -0.44% (-96) YoY +0.10% (+23)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$353.9M)	QoQ +2.62% (-$60.5K) YoY +7.99% (+$175.3K)
(IVEcusip464287408)	12.2K	QoQ -3.75% (-477) YoY -7.97% (-1.1K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$353.9M)	QoQ -3.90% (-$94.8K) YoY -6.11% (-$151.9K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	4.4K	QoQ -1.84% (-82) YoY +8.99% (+360)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$353.9M)	QoQ -8.06% (-$204.2K) YoY +4.51% (+$100.4K)
(cusip37954Y673)✕	61.6K	QoQ +12.08% (+6.6K) YoY +95.54% (+30.1K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$353.9M)	QoQ +4.65% (+$103.2K) YoY +85.32% (+$1.1M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	8.0K	QoQ -1.82% (-149) YoY -1.18% (-96)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$353.9M)	QoQ +15.95% (-$312.0K) YoY +35.22% (-$590.6K)
(IWFcusip464287614)	6.1K	QoQ -1.39% (-87) YoY -1.07% (-67)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$353.9M)	QoQ -11.33% (-$283.6K) YoY +5.98% (-$125.2K)
(cusip33738R704)✕	30.5K	QoQ +9.78% (-2.7K) YoY +87.26% (+14.2K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$353.9M)	QoQ -2.80% (-$59.9K) YoY +89.70% (+$982.5K)