Wealthbridge-Investment-Counsel

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MU",
  "ABT",
  "ABBV",
  "ADBE",
  "GILD",
  "META",
  "LHX",
  "MA",
  "MDT",
  "MSFT",
  null,
  "ORCL",
  "NOC",
  "EEM",
  null,
  "AAPL",
  "SPY",
  "GS",
  "INTC",
  "MRK",
  "VZ",
  "SBUX",
  "TMO",
  "MET",
  "VWO",
  "AMZN",
  "VEU",
  "VPL",
  "VGK",
  "V",
  "OC",
  "MSCI",
  "LH",
  null,
  "LYB",
  "FDX",
  "C",
  "KO",
  "COP",
  "STZ",
  "DHR",
  "EFA",
  "ADI",
  "IWM",
  "DIS",
  "ETN",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 47
Total Value: 274766
Accession Number: 0001799425-25-000004
Form Type: 13F-HR
CIK: wealthbridge-investment-counsel
Manager Name: Wealthbridge-Investment-Counsel

Data Enrichment

94% identified

44 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $274.8K total value

SEC FilingSEC DataHachi Filing

Manager:

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464287861

Shares:18.7K

Value:$1.1M

% of Portfolio:396.0% ($1.1M/$274.8K)

INTEL CORP

INTC|458140100

Shares:45.3K

Value:$1.0M

% of Portfolio:374.5% ($1.0M/$274.8K)

922042775

VEU|922042775

Shares:12.1K

Value:$733.0K

% of Portfolio:266.8% ($733.0K/$274.8K)

Meta Platforms, Inc.

META|30303M102

Shares:1.3K

Value:$730.0K

% of Portfolio:265.7% ($730.0K/$274.8K)

Mastercard Inc

MA|57636Q104

Shares:632

Value:$346.0K

% of Portfolio:125.9% ($346.0K/$274.8K)

464287655

IWM|464287655

Shares:1.4K

Value:$275.0K

% of Portfolio:100.1% ($275.0K/$274.8K)

ANALOG DEVICES INC

ADI|032654105

Shares:1.2K

Value:$245.0K

% of Portfolio:89.2% ($245.0K/$274.8K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287861)✕	18.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	396.0% ($1.1M/$274.8K)	QoQ +11.70% (+$0) YoY +4.51% (+$0)
INTEL CORP(INTCcusip458140100)	45.3K	QoQ -30.62% (-20.0K) YoY -43.99% (-35.6K)	All Managers (Combined)	$1.0M	374.5% ($1.0M/$274.8K)	QoQ -21.39% (-$0) YoY -71.20% (-$3)
(VEUcusip922042775)	12.1K	QoQ +29.68% (+2.8K) YoY +38.77% (+3.4K)	All Managers (Combined)	$733.0K	266.8% ($733.0K/$274.8K)	QoQ +37.00% (+$0) YoY +43.44% (+$0)
Meta Platforms, Inc.(METAcusip30303M102)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$730.0K	265.7% ($730.0K/$274.8K)	QoQ NEW(+$1) YoY NEW(+$1)
Mastercard Inc(MAcusip57636Q104)	632	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$346.0K	125.9% ($346.0K/$274.8K)	QoQ +3.90% (+$0) YoY +13.81% (+$0)
(IWMcusip464287655)	1.4K	QoQ +27.85% (+300) YoY +34.73% (+355)	All Managers (Combined)	$275.0K	100.1% ($275.0K/$274.8K)	QoQ +15.54% (+$0) YoY +27.90% (+$0)
ANALOG DEVICES INC(ADIcusip032654105)	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$245.0K	89.2% ($245.0K/$274.8K)	QoQ -5.03% (-$0) YoY +2.08% (+$0)