Wealth Bridge Capital Management, LLC Purchases in Q3 2024

Wealth Bridge Capital Management, LLC

  • $342 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.78K
+ 9.09%
$520.18 - $576.82 $2.49M - $2.76M
57.4K $33.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.06K
+ 7.45%
$162.83 - $179.16 $1.15M - $1.26M
102K $18.2M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
17.1K
+ 17.06%
$98.24 - $109.56 $1.68M - $1.88M
118K $12.9M
MA
Mastercard Inc

Financial Services
4K
+ 261.1%
$429.6 - $500.99 $1.72M - $2M
5.53K $2.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
187
+ 0.55%
$405.19 - $478.57 $75.8K - $89.5K
33.9K $15.6M
LLY
Eli Lilly & CO

Healthcare
1.88K
+ 55.62%
$772.14 - $960.02 $1.45M - $1.8M
5.25K $4.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.19K
+ 10.94%
$434.77 - $502.96 $951K - $1.1M
22.2K $10.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
169
+ 0.57%
$517.38 - $573.86 $87.4K - $97K
29.7K $17.1M
NVDA
Nvidia Corp

Technology
8.64K
+ 19.35%
$98.91 - $134.91 $854K - $1.17M
53.3K $6.47M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.65K
+ 3.14%
$117.9 - $128.2 $195K - $212K
54.2K $6.94M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.38K
+ 19.35%
$110.06 - $128.44 $372K - $434K
20.8K $2.65M
META
Meta Platforms, Inc.

Communication Services
552
+ 15.9%
$453.41 - $572.44 $250K - $316K
4.02K $2.3M
VBF
Invesco Bond Fund

Financial Services
27.4K
+ 41.31%
$15.93 - $17.11 $437K - $469K
93.8K $1.59M
PAVE
Global X Fds Us Infrastructure

ETFs
8.57K
+ 23.57%
$36.39 - $41.16 $312K - $353K
45K $1.85M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
6.53K
+ 9.53%
$37.68 - $42.0 $246K - $274K
75K $3.12M
ABBV
Abb Vie Inc.

Healthcare
972
+ 8.61%
$163.84 - $199.33 $159K - $194K
12.3K $2.42M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.33K
+ 2.81%
$83.76 - $91.82 $111K - $122K
48.5K $4.43M
IWM
Ishares Russell 2000 ETF

ETFs
745
+ 4.45%
$200.87 - $224.6 $150K - $167K
17.5K $3.86M
PANW
Palo Alto Networks Inc

Technology
1.3K
New
$294.18 - $368.01 $382K - $478K
1.3K $443K
UNH
Unitedhealth Group Inc

Healthcare
576
+ 42.17%
$488.01 - $604.18 $281K - $348K
1.94K $1.14M
PGR
Progressive Corp

Financial Services
156
+ 1.93%
$209.46 - $259.24 $32.7K - $40.4K
8.24K $2.09M
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.75K
+ 10.96%
$50.32 - $50.75 $390K - $393K
78.4K $3.98M
FSIG
First Tr ETF Iv LTD Duration I
20.1K
+ 50.5%
$18.72 - $19.32 $377K - $389K
60K $1.15M
IRM
Iron Mountain Inc

Real Estate
305
+ 2.43%
$89.69 - $119.32 $27.4K - $36.4K
12.9K $1.53M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.67K
+ 19.46%
$66.56 - $75.11 $244K - $276K
22.5K $1.68M
XLI
Industrial Sector Spdr

ETFs
478
+ 2.07%
$120.56 - $135.44 $57.6K - $64.7K
23.6K $3.19M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.09K
+ 4.66%
$95.1 - $106.76 $104K - $116K
24.5K $2.61M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.02K
+ 71.57%
$50.61 - $50.96 $355K - $357K
16.8K $856K
HYD
Vaneck High Yield Muni ETF

ETFs
6.13K
+ 81.84%
$51.46 - $53.07 $315K - $325K
13.6K $722K
WMT
Walmart Inc.

Consumer Defensive
4.16K
New
$66.91 - $81.4 $278K - $338K
4.16K $335K
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.38K
+ 47.98%
$102.34 - $114.52 $244K - $273K
7.34K $840K
MSFT
Microsoft Corp

Technology
1.18K
+ 10.23%
$395.15 - $467.56 $465K - $551K
12.7K $5.46M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2K
New
$139.03 - $157.34 $278K - $315K
2K $314K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.37K
+ 76.29%
$44.65 - $47.21 $284K - $301K
14.7K $688K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
15.3K
+ 153.47%
$20.05 - $20.17 $307K - $309K
25.3K $508K
FPE
First Tr Pfd Secs & Income ETF

ETFs
13.5K
+ 19.64%
$17.35 - $18.22 $235K - $247K
82.5K $1.49M
IBMP
Ishares Tr Ibonds December 202

ETFs
11.6K
New
$24.92 - $25.47 $289K - $295K
11.6K $294K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
296
+ 1.38%
$98.85 - $111.3 $29.3K - $32.9K
21.8K $2.42M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
855
+ 2.64%
$64.57 - $71.76 $55.2K - $61.4K
33.2K $2.38M
FISV
Fiserv Inc

Technology
2.23K
New
N/A
2.23K $279K
SWK
Stanley Black & Decker, Inc.

Industrials
2.49K
New
$77.75 - $110.17 $194K - $274K
2.49K $274K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.6K
New
$24.91 - $25.63 $264K - $272K
10.6K $271K
HD
Home Depot, Inc.

Consumer Cyclical
503
+ 52.07%
$333.64 - $405.2 $168K - $204K
1.47K $595K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
11.1K
+ 74.61%
$19.55 - $21.44 $216K - $237K
25.9K $554K
LMT
Lockheed Martin Corp

Industrials
441
New
$460.3 - $584.56 $203K - $258K
441 $257K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
733
New
$305.34 - $350.41 $224K - $257K
733 $253K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.1K
+ 52.23%
$22.61 - $22.79 $250K - $252K
32.2K $732K
DVY
Ishares Tr

ETFs
279
+ 1.85%
$119.99 - $135.74 $33.5K - $37.9K
15.4K $2.07M
GD
General Dynamics Corp

Industrials
827
New
$279.51 - $308.09 $231K - $255K
827 $249K
Activity Summary
Buys All Purchases 135 New Holdings 28 Increased Positions 107 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 1 Puts 0
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