Wealth Bridge Investment Counsel Inc. Portfolio Holdings

Wealth Bridge Investment Counsel Inc.

  • $324 Million
  • Q3 2025

Wealth Bridge Investment Counsel Inc. has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $324 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $18.6M, Goldman Sachs Group Inc with a value of $17.5M, Oracle Corp with a value of $15.8M, Visa Inc. with a value of $13.4M, and Eaton Corp PLC with a value of $13.3M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $308M to 324M.

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

Portfolio value $324 Million
Financial Services: $73.3 Million
ETFs: $58.7 Million
Healthcare: $48.5 Million
Technology: $47.3 Million
Industrials: $41.6 Million
Consumer Cyclical: $18.9 Million
Communication Services: $17.7 Million
Consumer Defensive: $4 Million
Other: $4.52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$881B
$18.6 Million 5.75% of portfolio
59,121
Q3 2025 Reduced 1.0%
$265B
$17.5 Million 5.38% of portfolio
21,928
Q3 2025 Reduced 3.2%
$593B
$15.8 Million 4.87% of portfolio
56,200
Q3 2025 Reduced 28.18%
$533B
$13.4 Million 4.12% of portfolio
39,177
Q3 2025 Reduced 0.32%
$140B
$13.3 Million 4.09% of portfolio
35,475
Q3 2025 Reduced 0.52%
$2.39T
$12.4 Million 3.83% of portfolio
56,566
Q3 2025 Reduced 0.61%
$0
$12.1 Million 3.74% of portfolio
129,975
Q2 2025 Reduced 0.76%
$0
$11.8 Million 3.65% of portfolio
221,895
Q3 2025 Reduced 0.03%
$0
$11.7 Million 3.6% of portfolio
146,213
Q3 2025 Added 8.56%
$190B
$11.3 Million 3.48% of portfolio
111,159
Q3 2025 Reduced 1.48%
$4.3T
$10.8 Million 3.34% of portfolio
42,593
Q3 2025 Reduced 1.9%
Labcorp Holdings
-
$9.97 Million 3.07% of portfolio
-
Q3 2025 Reduced 0.16%
$62.7B
$9.84 Million 3.03% of portfolio
119,410
Q3 2025 Reduced 0.62%
$3.78T
$9.21 Million 2.84% of portfolio
17,781
Q3 2025 Reduced 2.67%
$414B
$8.88 Million 2.74% of portfolio
38,336
Q3 2025 Reduced 0.78%
$228B
$8.83 Million 2.72% of portfolio
65,928
Q3 2025 Added 0.21%
$86.7B
$7.6 Million 2.34% of portfolio
12,477
Q3 2025 Reduced 0.2%
$128B
$7.6 Million 2.34% of portfolio
79,810
Q3 2025 Reduced 0.28%
$193B
$7.45 Million 2.3% of portfolio
65,056
Q3 2025 Reduced 0.12%
$268B
$7.17 Million 2.21% of portfolio
42,825
Q3 2025 Added 6.46%
$156B
$7.15 Million 2.2% of portfolio
64,430
Q3 2025 Reduced 0.81%
$235B
$7.01 Million 2.16% of portfolio
83,535
Q3 2025 Reduced 0.95%
$68.9B
$7 Million 2.16% of portfolio
29,670
Q3 2025 Reduced 3.57%
$0
$6.6 Million 2.03% of portfolio
121,800
Q3 2025 Added 2.83%
$97.3B
$6.46 Million 1.99% of portfolio
76,393
Q3 2025 Reduced 0.16%
$0
$6.06 Million 1.87% of portfolio
68,942
Q3 2025 Added 23.43%
$172B
$5.82 Million 1.8% of portfolio
132,510
Q2 2025 Added 0.54%
$222B
$5.8 Million 1.79% of portfolio
11,950
Q3 2025 Added 1.92%
$9.52B
$5.45 Million 1.68% of portfolio
38,545
Q3 2025 Reduced 1.47%
$1.37T
$4.42 Million 1.36% of portfolio
6,014
Q3 2025 Added 21.77%
$306B
$4 Million 1.23% of portfolio
60,350
Q3 2025 Reduced 0.98%
$0
$3.51 Million 1.08% of portfolio
99,600
Q3 2025 Added 0.5%
$113B
$3.4 Million 1.05% of portfolio
35,890
Q2 2025 Added 12.9%
$160B
$3.21 Million 0.99% of portfolio
16,190
Q3 2025 Reduced 1.82%
$0
$2.83 Million 0.87% of portfolio
8,675
Q3 2025 Reduced 1.7%
$151B
$2.36 Million 0.73% of portfolio
6,677
Q3 2025 Reduced 3.26%
$45.2B
$2.31 Million 0.71% of portfolio
4,062
Q3 2025 Added 14.04%
$465B
$1.61 Million 0.5% of portfolio
8,650
Q2 2025 New
$0
$1.33 Million 0.41% of portfolio
1,995
Q3 2025 Reduced 2.49%
$0
$1.24 Million 0.38% of portfolio
17,327
Q3 2025 Added 19.0%
$0
$1.16 Million 0.36% of portfolio
17,700
Q3 2025 Reduced 5.35%
$14.8B
$1.12 Million 0.35% of portfolio
22,885
Q3 2025 Reduced 8.04%
$512B
$359,000 0.11% of portfolio
632
Q4 2022 New
$0
$340,000 0.1% of portfolio
1,407
Q3 2025 Added 2.18%
$118B
$299,000 0.09% of portfolio
1,215
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $324 Million
  • Prior Value $308 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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