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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MUELLER INDUSTRIES INC

MLI|624756102

Shares:3.8K

Value:$290.5K

% of Portfolio:0.1% ($290.5K/$353.9M)

33735K108

Shares:2.2K

Value:$290.3K

% of Portfolio:0.1% ($290.3K/$353.9M)

NUVEEN SELECT TAX FREE INCOME PORTFOLIO

NXP|67062F100

Shares:20.1K

Value:$288.1K

% of Portfolio:0.1% ($288.1K/$353.9M)

46137V845

Shares:2.1K

Value:$283.7K

% of Portfolio:0.1% ($283.7K/$353.9M)

46137V142

Shares:4.4K

Value:$283.2K

% of Portfolio:0.1% ($283.2K/$353.9M)

81369Y308

Shares:3.5K

Value:$281.9K

% of Portfolio:0.1% ($281.9K/$353.9M)

46137V233

Shares:6.0K

Value:$278.2K

% of Portfolio:0.1% ($278.2K/$353.9M)

On Holding AG

ONON|H5919C104

Shares:6.3K

Value:$278.1K

% of Portfolio:0.1% ($278.1K/$353.9M)

CHEVRON CORP

CVX|166764100

Shares:1.7K

Value:$277.7K

% of Portfolio:0.1% ($277.7K/$353.9M)

AMGEN INC

AMGN|031162100

Shares:889

Value:$276.9K

% of Portfolio:0.1% ($276.9K/$353.9M)

46138J478

Shares:12.2K

Value:$276.5K

% of Portfolio:0.1% ($276.5K/$353.9M)

33734X150

Shares:3.9K

Value:$269.7K

% of Portfolio:0.1% ($269.7K/$353.9M)

46138G862

Shares:10.8K

Value:$268.9K

% of Portfolio:0.1% ($268.9K/$353.9M)

COHEN & STEERS QUALITY INCOME REALTY FUND INC

RQI|19247L106

Shares:21.3K

Value:$267.4K

% of Portfolio:0.1% ($267.4K/$353.9M)

CUMMINS INC

CMI|231021106

Shares:838

Value:$262.7K

% of Portfolio:0.1% ($262.7K/$353.9M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:480

Value:$262.2K

% of Portfolio:0.1% ($262.2K/$353.9M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.1K

Value:$257.3K

% of Portfolio:0.1% ($257.3K/$353.9M)

COCA COLA CO

KO|191216100

Shares:3.6K

Value:$256.8K

% of Portfolio:0.1% ($256.8K/$353.9M)

46137V613

PRF|46137V613

Shares:6.2K

Value:$250.2K

% of Portfolio:0.1% ($250.2K/$353.9M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.3K

Value:$246.6K

% of Portfolio:0.1% ($246.6K/$353.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MUELLER INDUSTRIES INC(MLIcusip624756102)	3.8K	QoQ -7.73% (-320) YoY NEW(+3.8K)	All Managers (Combined)	$290.5K	0.1% ($290.5K/$353.9M)	QoQ -11.48% (-$37.7K) YoY NEW(+$290.5K)
(cusip33735K108)✕	2.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$290.3K	0.1% ($290.3K/$353.9M)	QoQ -4.95% (-$15.1K) YoY +6.58% (+$17.9K)
NUVEEN SELECT TAX FREE INCOME PORTFOLIO(NXPcusip67062F100)	20.1K	QoQ +0.06% (-14) YoY -2.08% (-428)	All Managers (Combined)	$288.1K	0.1% ($288.1K/$353.9M)	QoQ -5.08% (-$15.4K) YoY -2.56% (-$7.6K)
(cusip46137V845)✕	2.1K	QoQ -14.30% (-344) YoY -14.27% (-343)	All Managers (Combined)	$283.7K	0.1% ($283.7K/$353.9M)	QoQ -23.25% (-$85.9K) YoY -15.38% (-$51.6K)
(cusip46137V142)✕	4.4K	QoQ +1.73% (-75) YoY -1.68% (-75)	All Managers (Combined)	$283.2K	0.1% ($283.2K/$353.9M)	QoQ -0.22% (-$640) YoY -4.70% (-$14.0K)
(cusip81369Y308)✕	3.5K	QoQ +8.86% (+281) YoY +1.70% (+58)	All Managers (Combined)	$281.9K	0.1% ($281.9K/$353.9M)	QoQ +13.08% (+$32.6K) YoY +8.77% (+$22.7K)
(cusip46137V233)✕	6.0K	QoQ +1.80% (-107) YoY +24.53% (+1.2K)	All Managers (Combined)	$278.2K	0.1% ($278.2K/$353.9M)	QoQ -6.23% (-$18.5K) YoY +36.03% (+$73.7K)
On Holding AG(ONONcusipH5919C104)	6.3K	QoQ +0.66% (-42) YoY -11.21% (-800)	All Managers (Combined)	$278.1K	0.1% ($278.1K/$353.9M)	QoQ -19.27% (-$66.4K) YoY +10.21% (-$25.8K)
CHEVRON CORP(CVXcusip166764100)	1.7K	QoQ +1.34% (+22) YoY -14.56% (-283)	All Managers (Combined)	$277.7K	0.1% ($277.7K/$353.9M)	QoQ +17.03% (+$40.4K) YoY -9.41% (-$28.9K)
AMGEN INC(AMGNcusip031162100)	889	QoQ -17.14% (-184) YoY -13.93% (-144)	All Managers (Combined)	$276.9K	0.1% ($276.9K/$353.9M)	QoQ -0.99% (-$2.8K) YoY -5.72% (-$16.8K)
(cusip46138J478)✕	12.2K	QoQ +3.50% (+412) YoY NEW(+12.2K)	All Managers (Combined)	$276.5K	0.1% ($276.5K/$353.9M)	QoQ +2.60% (+$7.0K) YoY NEW(+$276.5K)
(cusip33734X150)✕	3.9K	QoQ -9.29% (-397) YoY +20.02% (+646)	All Managers (Combined)	$269.7K	0.1% ($269.7K/$353.9M)	QoQ -15.56% (-$49.7K) YoY +14.56% (+$34.3K)
(cusip46138G862)✕	10.8K	QoQ +0.51% (+56) YoY -10.68% (-1.3K)	All Managers (Combined)	$268.9K	0.1% ($268.9K/$353.9M)	QoQ +0.98% (+$2.6K) YoY -10.59% (-$31.9K)
COHEN & STEERS QUALITY INCOME REALTY FUND INC(RQIcusip19247L106)	21.3K	QoQ -4.48% (-1.0K) YoY -4.48% (-1.0K)	All Managers (Combined)	$267.4K	0.1% ($267.4K/$353.9M)	QoQ -1.99% (-$5.4K) YoY -0.69% (-$1.9K)
CUMMINS INC(CMIcusip231021106)	838	QoQ NEW(+838) YoY NEW(+838)	All Managers (Combined)	$262.7K	0.1% ($262.7K/$353.9M)	QoQ NEW(+$262.7K) YoY NEW(+$262.7K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	480	QoQ +10.34% (+45) YoY NEW(+480)	All Managers (Combined)	$262.2K	0.1% ($262.2K/$353.9M)	QoQ +5.27% (+$13.1K) YoY NEW(+$262.2K)
UNION PACIFIC CORP(UNPcusip907818108)	1.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$257.3K	0.1% ($257.3K/$353.9M)	QoQ +3.59% (+$8.9K) YoY -3.94% (-$10.6K)
COCA COLA CO(KOcusip191216100)	3.6K	QoQ +7.11% (+238) YoY +4.51% (+155)	All Managers (Combined)	$256.8K	0.1% ($256.8K/$353.9M)	QoQ +23.21% (+$48.4K) YoY +22.35% (+$46.9K)
(PRFcusip46137V613)	6.2K	QoQ +0.14% (+9) YoY +0.53% (+33)	All Managers (Combined)	$250.2K	0.1% ($250.2K/$353.9M)	QoQ +0.30% (+$763) YoY +5.59% (+$13.3K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$246.6K	0.1% ($246.6K/$353.9M)	QoQ NEW(+$246.6K) YoY NEW(+$246.6K)