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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33740J104

Shares:38.9K

Value:$782.2K

% of Portfolio:0.2% ($782.2K/$353.9M)

Broadcom Inc.

AVGO|11135F101

Shares:4.6K

Value:$774.5K

% of Portfolio:0.2% ($774.5K/$353.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:817

Value:$773.0K

% of Portfolio:0.2% ($773.0K/$353.9M)

81369Y605

Shares:15.0K

Value:$747.5K

% of Portfolio:0.2% ($747.5K/$353.9M)

74933W486

Shares:15.4K

Value:$745.2K

% of Portfolio:0.2% ($745.2K/$353.9M)

81369Y506

Shares:7.8K

Value:$726.7K

% of Portfolio:0.2% ($726.7K/$353.9M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:8.4K

Value:$718.6K

% of Portfolio:0.2% ($718.6K/$353.9M)

464288737

Shares:11.2K

Value:$715.8K

% of Portfolio:0.2% ($715.8K/$353.9M)

74347B680

Shares:8.5K

Value:$687.6K

% of Portfolio:0.2% ($687.6K/$353.9M)

464287804

IJR|464287804

Shares:6.5K

Value:$684.6K

% of Portfolio:0.2% ($684.6K/$353.9M)

464288760

Shares:4.5K

Value:$682.5K

% of Portfolio:0.2% ($682.5K/$353.9M)

74347R842

Shares:20.4K

Value:$682.0K

% of Portfolio:0.2% ($682.0K/$353.9M)

92189F643

Shares:7.7K

Value:$678.1K

% of Portfolio:0.2% ($678.1K/$353.9M)

78468R671

Shares:10.7K

Value:$671.6K

% of Portfolio:0.2% ($671.6K/$353.9M)

46144X495

Shares:10.2K

Value:$667.1K

% of Portfolio:0.2% ($667.1K/$353.9M)

78468R630

Shares:12.2K

Value:$649.6K

% of Portfolio:0.2% ($649.6K/$353.9M)

PEPSICO INC

PEP|713448108

Shares:4.3K

Value:$643.8K

% of Portfolio:0.2% ($643.8K/$353.9M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:2.5K

Value:$576.3K

% of Portfolio:0.2% ($576.3K/$353.9M)

46137V241

Shares:8.5K

Value:$563.0K

% of Portfolio:0.2% ($563.0K/$353.9M)

AMPHENOL CORP /DE/

APH|032095101

Shares:8.5K

Value:$560.2K

% of Portfolio:0.2% ($560.2K/$353.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740J104)✕	38.9K	QoQ +25.86% (+8.0K) YoY NEW(+38.9K)	All Managers (Combined)	$782.2K	0.2% ($782.2K/$353.9M)	QoQ +25.89% (+$160.9K) YoY NEW(+$782.2K)
Broadcom Inc.(AVGOcusip11135F101)	4.6K	QoQ +6.98% (-302) YoY +1192.17% (+4.3K)	All Managers (Combined)	$774.5K	0.2% ($774.5K/$353.9M)	QoQ -22.74% (-$228.0K) YoY +63.08% (+$299.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	817	QoQ +4.07% (+32) YoY -3.54% (-30)	All Managers (Combined)	$773.0K	0.2% ($773.0K/$353.9M)	QoQ +7.44% (+$53.5K) YoY +24.60% (-$152.6K)
(cusip81369Y605)✕	15.0K	QoQ +9.16% (+1.3K) YoY +14.39% (+1.9K)	All Managers (Combined)	$747.5K	0.2% ($747.5K/$353.9M)	QoQ +12.50% (+$83.1K) YoY +35.27% (+$194.9K)
(cusip74933W486)✕	15.4K	QoQ +3.36% (+500) YoY NEW(+15.4K)	All Managers (Combined)	$745.2K	0.2% ($745.2K/$353.9M)	QoQ +4.23% (+$30.3K) YoY NEW(+$745.2K)
(cusip81369Y506)✕	7.8K	QoQ -9.27% (-795) YoY +16.45% (+1.1K)	All Managers (Combined)	$726.7K	0.2% ($726.7K/$353.9M)	QoQ -1.02% (-$7.6K) YoY +15.27% (+$96.3K)
IRON MOUNTAIN INC(IRMcusip46284V101)	8.4K	QoQ -36.63% (-4.8K) YoY -33.09% (-4.1K)	All Managers (Combined)	$718.6K	0.2% ($718.6K/$353.9M)	QoQ -48.13% (-$666.8K) YoY -28.23% (-$282.7K)
(cusip464288737)✕	11.2K	QoQ 0.00% (+0) YoY +0.95% (+106)	All Managers (Combined)	$715.8K	0.2% ($715.8K/$353.9M)	QoQ +6.23% (+$42.0K) YoY +5.95% (+$40.2K)
(cusip74347B680)✕	8.5K	QoQ 0.00% (-0) YoY -29.98% (-3.7K)	All Managers (Combined)	$687.6K	0.2% ($687.6K/$353.9M)	QoQ -0.01% (-$85) YoY -28.13% (-$269.1K)
(IJRcusip464287804)	6.5K	QoQ -4.97% (-343) YoY -1.88% (-126)	All Managers (Combined)	$684.6K	0.2% ($684.6K/$353.9M)	QoQ -13.77% (-$109.3K) YoY -7.17% (-$52.9K)
(cusip464288760)✕	4.5K	QoQ +0.63% (+28) YoY +44.03% (+1.4K)	All Managers (Combined)	$682.5K	0.2% ($682.5K/$353.9M)	QoQ +5.99% (+$38.6K) YoY +67.15% (+$274.2K)
(cusip74347R842)✕	20.4K	QoQ +11.67% (-2.1K) YoY NEW(+20.4K)	All Managers (Combined)	$682.0K	0.2% ($682.0K/$353.9M)	QoQ -10.76% (-$82.3K) YoY NEW(+$682.0K)
(cusip92189F643)✕	7.7K	QoQ +5.25% (-385) YoY -4.51% (-364)	All Managers (Combined)	$678.1K	0.2% ($678.1K/$353.9M)	QoQ -0.10% (-$712) YoY -6.53% (-$47.4K)
(cusip78468R671)✕	10.7K	QoQ +5.94% (-600) YoY +9.63% (+940)	All Managers (Combined)	$671.6K	0.2% ($671.6K/$353.9M)	QoQ -0.68% (-$4.7K) YoY +20.08% (+$112.3K)
(cusip46144X495)✕	10.2K	QoQ +0.64% (-65) YoY -2.32% (-242)	All Managers (Combined)	$667.1K	0.2% ($667.1K/$353.9M)	QoQ -8.99% (-$66.0K) YoY +3.41% (-$22.0K)
(cusip78468R630)✕	12.2K	QoQ NEW(+12.2K) YoY NEW(+12.2K)	All Managers (Combined)	$649.6K	0.2% ($649.6K/$353.9M)	QoQ NEW(+$649.6K) YoY NEW(+$649.6K)
PEPSICO INC(PEPcusip713448108)	4.3K	QoQ -6.69% (-308) YoY -9.60% (-456)	All Managers (Combined)	$643.8K	0.2% ($643.8K/$353.9M)	QoQ -7.99% (-$55.9K) YoY -22.54% (-$187.5K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	2.5K	QoQ -0.71% (-18) YoY +13.91% (+304)	All Managers (Combined)	$576.3K	0.2% ($576.3K/$353.9M)	QoQ +9.37% (-$49.4K) YoY +13.88% (+$70.3K)
(cusip46137V241)✕	8.5K	QoQ +0.09% (-8) YoY +14.98% (+1.1K)	All Managers (Combined)	$563.0K	0.2% ($563.0K/$353.9M)	QoQ -0.93% (-$5.3K) YoY +26.25% (+$117.1K)
AMPHENOL CORP /DE/(APHcusip032095101)	8.5K	QoQ +1.41% (-119) YoY +202.87% (+5.7K)	All Managers (Combined)	$560.2K	0.2% ($560.2K/$353.9M)	QoQ -4.21% (-$24.7K) YoY +72.21% (+$234.9K)