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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Wealthbridge-Capital-Management
Data Enrichment
62% identified124 identified77 unidentified
Holdings
201 positions • $353.9M total value
Manager:
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Page 3 of 11
46137V373
Shares:62.5K
Value:$1.9M
% of Portfolio:0.5% ($1.9M/$353.9M)
337344105
Shares:15.6K
Value:$1.9M
% of Portfolio:0.5% ($1.9M/$353.9M)
Shares:4.3K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$353.9M)
74348A467
Shares:16.3K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$353.9M)
33739E108
Shares:90.8K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$353.9M)
33738R506
Shares:26.2K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$353.9M)
464285204
Shares:24.5K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$353.9M)
81369Y209
Shares:9.6K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$353.9M)
33738D804
Shares:72.2K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$353.9M)
33734X200
Shares:54.3K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$353.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 15.1K | QoQ -1.75% (-270)YoY +4.95% (+715) | All Managers (Combined) | $2.0M | 0.6% ($2.0M/$353.9M) | ||
| 128.5K | All Managers (Combined) | $2.0M | 0.6% ($2.0M/$353.9M) | |||
(cusip46137V373)✕ | 62.5K | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$353.9M) | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 16.2K | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$353.9M) | ||
(cusip337344105)✕ | 15.6K | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$353.9M) | ||
| 4.3K | QoQ -0.09% (-4)YoY -2.28% (-100) | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$353.9M) | ||
Tesla, Inc.(TSLAcusip88160R101) | 6.4K | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$353.9M) | ||
(cusip74348A467)✕ | 16.3K | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$353.9M) | ||
| 2 | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$353.9M) | |||
(cusip33739E108)✕ | 90.8K | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$353.9M) | ||
(cusip33738R506)✕ | 26.2K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$353.9M) | ||
| 4.3K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$353.9M) | |||
| 18.6K | QoQ -0.95% (-180)YoY -4.21% (-819) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$353.9M) | ||
NETFLIX INC(NFLXcusip64110L106) | 1.6K | QoQ +0.06% (+1) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$353.9M) | |
(cusip464285204)✕ | 24.5K | QoQ +0.76% (+185)YoY +1.95% (+469) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$353.9M) | |
(cusip81369Y209)✕ | 9.6K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$353.9M) | ||
| 8.1K | QoQ -4.93% (-420)YoY -8.52% (-754) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$353.9M) | ||
| 49.0K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$353.9M) | |||
(cusip33738D804)✕ | 72.2K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$353.9M) | ||
(cusip33734X200)✕ | 54.3K | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$353.9M) |