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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
741
+ 5.02%
$52.1 - $59.66 $38.6K - $44.2K
15.5K $918K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.03%
$237.84 - $263.83 $238 - $264
3.91K $1.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
77
+ 4.74%
$475.2 - $527.7 $36.6K - $40.6K
1.7K $898K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
75
+ 1.82%
$125.95 - $142.04 $9.45K - $10.7K
4.19K $595K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
3K
+ 7.64%
$12.23 - $13.11 $36.7K - $39.3K
42.3K $554K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
14
+ 0.13%
$97.05 - $106.1 $1.36K - $1.49K
10.7K $1.13M
KXI
Ishares Tr Global Consumer Sta

ETFs
106
+ 0.96%
$59.84 - $66.17 $6.34K - $7.01K
11.2K $734K
QTEC
First Trust Nasdaq 100 Technol

ETFs
386
+ 29.24%
$169.92 - $205.38 $65.6K - $79.3K
1.71K $326K
XLF
Financial Sector Spdr

ETFs
115
+ 0.83%
$40.84 - $45.74 $4.7K - $5.26K
13.9K $632K
BAC
Bank Of America Corp

Financial Services
1.52K
+ 22.92%
$36.65 - $44.13 $55.5K - $66.9K
8.12K $322K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
51
+ 0.86%
$108.44 - $120.37 $5.53K - $6.14K
5.97K $718K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
700
+ 8.24%
$43.73 - $46.29 $30.6K - $32.4K
9.19K $424K
PMM
Putnam Managed Municipal Income Trust

Financial Services
4.95K
+ 10.47%
$6.14 - $6.58 $30.4K - $32.6K
52.3K $340K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
8
+ 0.06%
$22.3 - $26.02 $178 - $208
12.4K $323K
TDIV
First Trust Nasdaq Technology

ETFs
203
+ 3.93%
$70.51 - $81.07 $14.3K - $16.5K
5.37K $431K
AMGN
Amgen Inc

Healthcare
88
+ 9.39%
$309.38 - $337.38 $27.2K - $29.7K
1.03K $330K
RDVY
First Trust Rising Dividend Ac

ETFs
73
+ 1.02%
$53.68 - $59.24 $3.92K - $4.32K
7.24K $428K
YUM
Yum Brands Inc

Consumer Cyclical
143
+ 6.89%
$125.95 - $139.96 $18K - $20K
2.22K $309K
ITOT
Ishares Core S&P Total U.S. St

ETFs
6
+ 0.16%
$113.41 - $125.62 $680 - $754
3.7K $464K
HDV
Ishares Core High Dividend ETF

ETFs
7
+ 0.27%
$107.62 - $118.76 $753 - $831
2.6K $306K
XLB
Select Sector Spdr Fd Material

ETFs
3
+ 0.11%
$86.95 - $97.09 $261 - $291
2.83K $272K
PFF
Ishares Trust Ishares Pfd And

ETFs
322
+ 4.72%
$31.18 - $33.5 $10K - $10.8K
7.14K $237K
PRF
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.13%
$37.33 - $40.63 $299 - $325
6.17K $250K
VGT
Vanguard Information Technolog

ETFs
3
+ 0.38%
$514.43 - $606.85 $1.54K - $1.82K
796 $466K
PFE
Pfizer Inc

Healthcare
50
+ 0.66%
$27.7 - $31.39 $1.39K - $1.57K
7.6K $219K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12
+ 0.49%
$91.42 - $91.82 $1.1K - $1.1K
2.45K $224K
Schwab Strategic Tr
4.24K
New
N/A
4.24K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
2.33K
New
N/A
2.33K $0
DGIN
Vaneck Fds Digital India ETF
9.06K
New
N/A
9.06K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
10.8K
New
N/A
10.8K $0
Investment Managers Ser Tr I
264
+ 2.42%
N/A
11.2K $0
XLE
Energy Sector Spdr

ETFs
70
+ 0.89%
$84.35 - $93.39 $5.9K - $6.54K
7.96K $698K
NVO
Novo Nordisk A S

Healthcare
525
+ 8.39%
$119.07 - $145.42 $62.5K - $76.3K
6.78K $807K
AMZN
Amazon Com Inc

Consumer Cyclical
744
+ 1.49%
$161.02 - $200.0 $120K - $149K
50.6K $9.43M
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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