Wealth Bridge Investment Counsel Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $275 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $15M, Visa Inc. with a value of $13.7M, Goldman Sachs Group Inc with a value of $12.7M, Oracle Corp with a value of $10.9M, and Ishares Tr Msci Eafe ETF with a value of $10.7M.

Examining the 13F form we can see an increase of $2.27M in the current position value, from $272M to 275M.

Below you can find more details about Wealth Bridge Investment Counsel Inc. portfolio as well as his latest detailed transactions.

Portfolio value $275 Million
Financial Services: $61.2 Million
Healthcare: $47.8 Million
ETFs: $45.1 Million
Industrials: $34.2 Million
Technology: $32.6 Million
Consumer Cyclical: $17.7 Million
Communication Services: $13.1 Million
Consumer Defensive: $9.23 Million
Other: $5.72 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $275 Million
  • Prior Value $272 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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