Wealth Bridge Capital Management, LLC Incresed Positions in Q3 2024

Wealth Bridge Capital Management, LLC

  • $342 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
500
+ 51.81%
$239.25 - $280.76 $120K - $140K
1.47K $407K
STWD
Starwood Property Trust, Inc.

Real Estate
5.4K
+ 14.38%
$18.75 - $21.11 $101K - $114K
42.9K $875K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.44%
$245.82 - $304.51 $3.2K - $3.96K
3K $912K
PG
Procter & Gamble CO

Consumer Defensive
460
+ 5.5%
$160.76 - $177.82 $73.9K - $81.8K
8.82K $1.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
550
+ 3.69%
$77.02 - $85.06 $42.4K - $46.8K
15.4K $1.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
15
+ 0.35%
$386.81 - $423.12 $5.8K - $6.35K
4.28K $1.81M
VIG
Vanguard Dividend Appreciation

ETFs
832
+ 2.98%
$182.15 - $182.15 $152K - $152K
28.7K $5.23M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.4K
+ 42.83%
$51.02 - $52.74 $122K - $127K
8K $421K
CAT
Caterpillar Inc

Industrials
200
+ 21.46%
$316.8 - $391.12 $63.4K - $78.2K
1.13K $442K
IR
Ingersoll Rand Inc.

Industrials
1.08K
+ 41.92%
$86.9 - $100.4 $93.8K - $108K
3.65K $358K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
200
+ 1.08%
$71.86 - $78.56 $14.4K - $15.7K
18.7K $1.47M
GOOGL
Alphabet Inc.

Communication Services
1.37K
+ 19.47%
$148.65 - $191.18 $203K - $261K
8.38K $1.39M
ROP
Roper Technologies Inc

Industrials
206
+ 49.76%
$515.25 - $576.55 $106K - $119K
620 $344K
CLH
Clean Harbors Inc

Industrials
376
+ 40.34%
$219.55 - $249.19 $82.6K - $93.7K
1.31K $316K
IBMO
Ishares Tr Ibonds December 202

ETFs
3.81K
+ 41.97%
$25.26 - $25.66 $96.2K - $97.8K
12.9K $330K
ITA
Ishares Tr

ETFs
200
+ 4.96%
$131.58 - $149.64 $26.3K - $29.9K
4.23K $632K
FXR
First Trust Industrials/Produc

ETFs
994
+ 30.75%
$66.85 - $75.76 $66.4K - $75.3K
4.23K $320K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
299
+ 4.72%
$105.53 - $118.34 $31.6K - $35.4K
6.64K $776K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.66K
+ 32.95%
$26.42 - $26.67 $96.8K - $97.7K
14.8K $393K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
1.5K
+ 8.26%
$20.51 - $24.25 $30.8K - $36.4K
19.7K $465K
AVGO
Broadcom Inc.

Technology
3.45K
+ 986.0%
$136.27 - $1745.86 $470K - $6.02M
3.8K $655K
PSX
Phillips 66

Energy
838
+ 40.74%
$125.0 - $147.17 $105K - $123K
2.9K $380K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
3.44K
+ 36.41%
$25.97 - $26.11 $89.4K - $89.9K
12.9K $336K
EFA
Ishares Tr Msci Eafe ETF

ETFs
387
+ 3.73%
$75.32 - $84.37 $29.1K - $32.7K
10.8K $900K
APH
Amphenol Corp

Technology
1.51K
+ 26.08%
$58.39 - $70.41 $88.1K - $106K
7.3K $475K
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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
741
+ 5.02%
$52.1 - $59.66 $38.6K - $44.2K
15.5K $918K
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
FITE
Spdr S&P Kensho Future Securit

ETFs
140
+ 1.41%
$54.95 - $61.77 $7.69K - $8.65K
10K $620K
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
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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