Wealth Bridge Capital Management, LLC Purchases in Q4 2024

Wealth Bridge Capital Management, LLC

  • $354 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FITE
Spdr S&P Kensho Future Securit

ETFs
50
+ 0.5%
$61.03 - $69.48 $3.05K - $3.47K
10.1K $676K
CLH
Clean Harbors Inc

Industrials
297
+ 22.71%
$228.61 - $263.39 $67.9K - $78.2K
1.61K $369K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
2.54K
+ 33.85%
$26.79 - $30.35 $68.1K - $77.1K
10K $272K
ROP
Roper Technologies Inc

Industrials
132
+ 21.29%
$519.85 - $575.95 $68.6K - $76K
752 $390K
XAR
Spdr S&P Aerospace & Defense E

ETFs
145
+ 7.25%
$153.8 - $176.52 $22.3K - $25.6K
2.15K $355K
BAC
Bank Of America Corp

Financial Services
114
+ 1.4%
$39.22 - $47.77 $4.47K - $5.45K
8.24K $362K
IR
Ingersoll Rand Inc.

Industrials
744
+ 20.37%
$90.46 - $105.35 $67.3K - $78.4K
4.4K $397K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.41K
+ 9.57%
$26.55 - $26.67 $37.5K - $37.7K
16.2K $430K
XLE
Energy Sector Spdr

ETFs
614
+ 7.72%
$83.32 - $97.27 $51.2K - $59.7K
8.57K $734K
IBMO
Ishares Tr Ibonds December 202

ETFs
1.47K
+ 11.41%
$25.4 - $25.62 $37.3K - $37.7K
14.4K $365K
TDIV
First Trust Nasdaq Technology

ETFs
562
+ 10.47%
$78.03 - $82.13 $43.9K - $46.2K
5.93K $465K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
5.46K
+ 13.05%
$21.96 - $24.21 $120K - $132K
47.3K $1.05M
GD
General Dynamics Corp

Industrials
241
+ 29.14%
$260.28 - $314.03 $62.7K - $75.7K
1.07K $281K
ONON
On Holding Ag

Consumer Cyclical
8
+ 0.13%
$46.3 - $59.54 $370 - $476
6.29K $344K
ASML
Asml Holding Nv

Technology
99
+ 34.86%
$658.43 - $872.27 $65.2K - $86.4K
383 $265K
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.36K
+ 4.07%
$17.65 - $18.18 $59.3K - $61K
85.8K $1.52M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.19K
+ 11.21%
$25.06 - $25.59 $29.8K - $30.5K
11.8K $297K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
1.28K
+ 12.21%
$22.83 - $23.36 $29.2K - $29.9K
11.7K $269K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.18%
$521.84 - $558.82 $1.57K - $1.68K
1.71K $919K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
5
+ 0.68%
$340.59 - $380.5 $1.7K - $1.9K
738 $270K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
251
+ 3.78%
$113.92 - $127.38 $28.6K - $32K
6.89K $793K
ITOT
Ishares Core S&P Total U.S. St

ETFs
7
+ 0.19%
$124.26 - $134.12 $870 - $939
3.71K $476K
ITA
Ishares Tr

ETFs
200
+ 4.73%
$144.31 - $157.31 $28.9K - $31.5K
4.43K $643K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.02%
$417.69 - $450.94 $418 - $451
4.28K $1.82M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
350
+ 4.37%
$51.54 - $52.55 $18K - $18.4K
8.35K $431K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
10
+ 0.56%
$201.32 - $217.44 $2.01K - $2.17K
1.79K $369K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.4K
+ 200.14%
$22.01 - $66.82 $228K - $693K
15.6K $353K
IAU
Ishares Gold Trust

ETFs
177
+ 0.73%
$48.37 - $52.65 $8.56K - $9.32K
24.3K $1.2M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
32
+ 0.3%
$104.52 - $115.08 $3.34K - $3.68K
10.7K $1.13M
RDVY
First Trust Rising Dividend Ac

ETFs
35
+ 0.48%
$58.65 - $64.37 $2.05K - $2.25K
7.28K $430K
PRN
Invesco Dwa Industrials Moment

ETFs
1
+ 0.04%
$151.92 - $177.75 $152 - $178
2.4K $369K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15
+ 0.61%
$91.29 - $91.8 $1.37K - $1.38K
2.46K $225K
PVI
Invesco Vrdo Tax Free ETF

ETFs
75
+ 0.7%
$24.71 - $25.05 $1.85K - $1.88K
10.8K $266K
XLP
Consumer Staples Sector Spdr

ETFs
1
+ 0.03%
N/A
3.17K $241K
Schwab Strategic Tr
5.95K
+ 140.34%
N/A
10.2K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
29
+ 1.24%
N/A
2.36K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
4.05K
+ 37.41%
N/A
14.9K $0
DGIN
Vaneck Fds Digital India ETF
4.77K
+ 52.66%
N/A
13.8K $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.13%
$40.15 - $42.9 $321 - $343
6.18K $249K
FXR
First Trust Industrials/Produc

ETFs
42
+ 0.99%
$74.81 - $83.27 $3.14K - $3.5K
4.27K $319K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32.2K
+ 208.81%
$26.93 - $84.95 $868K - $2.74M
47.7K $1.3M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
9.89K
+ 107.62%
$22.02 - $46.16 $218K - $457K
19.1K $421K
MSFT
Microsoft Corp

Technology
245
+ 1.93%
$406.35 - $454.46 $99.6K - $111K
12.9K $5.46M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
48
+ 0.26%
$77.23 - $82.11 $3.71K - $3.94K
18.8K $1.46M
PFF
Ishares Trust Ishares Pfd And

ETFs
10
+ 0.14%
$31.23 - $33.51 $312 - $335
7.15K $224K
HDV
Ishares Core High Dividend ETF

ETFs
8
+ 0.31%
$110.82 - $121.28 $887 - $970
2.61K $293K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
6.06K
+ 10.97%
$11.52 - $13.16 $69.8K - $79.8K
61.3K $709K
STWD
Starwood Property Trust, Inc.

Real Estate
2.37K
+ 5.53%
$18.95 - $20.37 $45K - $48.4K
45.3K $858K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
1.25K
+ 4.83%
$19.51 - $21.5 $24.4K - $26.9K
27.1K $535K
Activity Summary
Buys All Purchases 112 New Holdings 5 Increased Positions 107 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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