Wealth Bridge Capital Management, LLC Portfolio Holdings
Wealth Bridge Capital Management, LLC
- $354 Million
- Q4 2024
Wealth Bridge Capital Management, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $354 Million distributed in 200 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $35.2M, Invesco S&P 500 Equal Weight E with a value of $18.4M, Spdr S&P 500 ETF Trust with a value of $17.4M, Berkshire Hathaway Inc Class B with a value of $15.3M, and Bny Mellon ETF Tr Us Large Cap with a value of $14.6M.
Examining the 13F form we can see an increase of $11.6M in the current position value, from $342M to 354M.
Wealth Bridge Capital Management, LLC is based out at Westerville, OH
Below you can find more details about Wealth Bridge Capital Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 200
- Current Value $354 Million
- Prior Value $342 Million
- Filing
- Period Q4 2024
- Filing Date February 03, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 5 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 53 stocks