|
Entity | Shares/Amount Change | Position Value Change |
OKE |
+8,183 | +$656 | SMCI |
+626 | +$632 | BSJO |
+21,818 | +$496 | CVS |
+3,754 | +$299 | SCHI |
+6,642 | +$296 | ONON |
+7,131 | +$252 | QTEC |
+1,320 | +$252 | DIS |
+2,051 | +$251 | PMM |
+41,751 | +$250 | PSF |
+12,060 | +$241 |
Entity | Shares/Amount Change | Position Value Change |
USB |
-14,530 | -$629 | MMIT |
-10,207 | -$251 | IVOL |
-10,944 | -$226 | ITW |
-784 | -$205 | VNQ |
-2,300 | -$203 | FUBO |
-10,000 | -$32 |
Entity | Shares/Amount Change | Position Value Change |
IGM |
+59,425 | +$789 | VBF |
+20,355 | +$326 | BKLC |
+18,039 | +$2,520 | MQY |
+10,300 | +$127 | PAVE |
+9,945 | +$511 | FGD |
+5,517 | +$141 | IHF |
+5,422 | +$14 | VICI |
+4,831 | +$114 | STWD |
+4,589 | +$71 | FPE |
+3,753 | +$98 |
Entity | Shares/Amount Change | Position Value Change |
BTT |
-13,941 | -$210 | RSP |
-4,928 | +$334 | RCKY |
-2,235 | -$110 | VGM |
-1,925 | -$20 | TIP |
-1,906 | -$206 | TSLA |
-1,800 | -$1,145 | AAPL |
-1,436 | -$1,511 | REGL |
-1,394 | -$41 | PRN |
-1,232 | -$95 |
Size ($ in 1000's)
At 03/31/2024: $296,942 At 12/31/2023: $266,852
WealthBridge Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WealthBridge Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, we find all stocks held by WealthBridge Capital Management LLC to be as follows, presented in the
table below with each row detailing each WealthBridge Capital Management LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-WealthBridge Capital Management LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by WealthBridge Capital Management LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
ISHARES TR (IVV) |
51,972 |
+2,416 |
$27,323 | IVV | 51,972 | +2,416 | $27,323 | INVESCO EXCHANGE TRADED FD T (RSP) |
96,083 |
-4,928 |
$16,274 | RSP | 96,083 | -4,928 | $16,274 | SPDR S&P 500 ETF TR (SPY) |
30,532 |
+89 |
$15,971 | SPY | 30,532 | +89 | $15,971 | BERKSHIRE HATHAWAY INC DEL |
|
|
$15,426 | BRK.B | 33,666 | -146 | $14,157 | BRK.A | 2 | UNCH | $1,269 | APPLE INC |
58,681 |
-1,436 |
$10,063 | AAPL | 58,681 | -1,436 | $10,063 | BNY MELLON ETF TRUST (BKLC) |
94,547 |
+18,039 |
$9,436 | BKLC | 94,547 | +18,039 | $9,436 | AMAZON COM INC |
52,097 |
-545 |
$9,397 | AMZN | 52,097 | -545 | $9,397 | INVESCO QQQ TR |
20,073 |
+641 |
$8,912 | QQQ | 20,073 | +641 | $8,912 | BLACKROCK MUN TARGET TERM TR |
305,058 |
-13,941 |
$6,425 | BTT | 305,058 | -13,941 | $6,425 | VANGUARD WHITEHALL FDS (VYM) |
51,083 |
+1,931 |
$6,181 | VYM | 51,083 | +1,931 | $6,181 | ISHARES TR (IGM) |
71,393 |
+59,425 |
$6,153 | IGM | 71,393 | +59,425 | $6,153 | ALPHABET INC |
35,804 |
-12 |
$5,452 | GOOG | 35,804 | -12 | $5,452 | MICROSOFT CORP |
12,067 |
+60 |
$5,077 | MSFT | 12,067 | +60 | $5,077 | VANGUARD SPECIALIZED FUNDS (VIG) |
27,321 |
+827 |
$4,989 | VIG | 27,321 | +827 | $4,989 | ISHARES TR (IYW) |
36,290 |
-974 |
$4,901 | IYW | 36,290 | -974 | $4,901 | ISHARES TR (IWM) |
21,196 |
-42 |
$4,458 | IWM | 21,196 | -42 | $4,458 | VANGUARD INDEX FDS (VTI) |
16,283 |
+120 |
$4,232 | VTI | 16,283 | +120 | $4,232 | EMERSON ELEC CO |
36,221 |
-442 |
$4,108 | EMR | 36,221 | -442 | $4,108 | ISHARES TR (USMV) |
46,042 |
+122 |
$3,848 | USMV | 46,042 | +122 | $3,848 | NVIDIA CORPORATION |
4,243 |
+251 |
$3,834 | NVDA | 4,243 | +251 | $3,834 | SPDR GOLD TR (GLD) |
18,560 |
+388 |
$3,818 | GLD | 18,560 | +388 | $3,818 | ISHARES TR (ICSH) |
65,505 |
+739 |
$3,312 | ICSH | 65,505 | +739 | $3,312 | FIRST TR EXCHANGE TRADED FD (FDN) |
14,341 |
+17 |
$2,941 | FDN | 14,341 | +17 | $2,941 | SELECT SECTOR SPDR TR (XLI) |
21,819 |
+202 |
$2,748 | XLI | 21,819 | +202 | $2,748 | INVESCO EXCHANGE TRADED FD T (PRFZ) |
66,272 |
+1,394 |
$2,603 | PRFZ | 66,272 | +1,394 | $2,603 | ELI LILLY & CO |
3,273 |
+181 |
$2,546 | LLY | 3,273 | +181 | $2,546 | ISHARES TR (IVE) |
13,299 |
-395 |
$2,484 | IVE | 13,299 | -395 | $2,484 | PROSHARES TR (NOBL) |
23,173 |
+1,156 |
$2,350 | NOBL | 23,173 | +1,156 | $2,350 | INVESCO EXCHANGE TRADED FD T (RSPS) |
69,756 |
-726 |
$2,297 | RSPS | 69,756 | -726 | $2,297 | JPMORGAN CHASE & CO |
11,463 |
+58 |
$2,296 | JPM | 11,463 | +58 | $2,296 | INVESCO EXCH TRADED FD TR II (SPLV) |
34,090 |
-438 |
$2,245 | SPLV | 34,090 | -438 | $2,245 | SPDR S&P MIDCAP 400 ETF TR (MDY) |
4,001 |
+69 |
$2,226 | MDY | 4,001 | +69 | $2,226 | WISDOMTREE TR |
21,531 |
+826 |
$2,191 | AIVL | 21,531 | +826 | $2,191 | ABBVIE INC |
11,527 |
-9 |
$2,099 | ABBV | 11,527 | -9 | $2,099 | ISHARES TR (IWF) |
6,208 |
+22 |
$2,092 | IWF | 6,208 | +22 | $2,092 | SELECT SECTOR SPDR TR (XLV) |
12,734 |
UNCH |
$1,881 | XLV | 12,734 | UNCH | $1,881 | ALPS ETF TR (AMLP) |
38,147 |
+2,252 |
$1,810 | AMLP | 38,147 | +2,252 | $1,810 | META PLATFORMS INC |
3,691 |
-43 |
$1,792 | META | 3,691 | -43 | $1,792 | ISHARES TR (DVY) |
14,433 |
-46 |
$1,778 | DVY | 14,433 | -46 | $1,778 | FIRST TR EXCHANGE TRADED FD (GRID) |
15,374 |
+1,798 |
$1,762 | GRID | 15,374 | +1,798 | $1,762 | SPDR DOW JONES INDL AVERAGE (DIA) |
4,379 |
-37 |
$1,742 | DIA | 4,379 | -37 | $1,742 | TESLA INC |
9,600 |
-1,800 |
$1,688 | TSLA | 9,600 | -1,800 | $1,688 | PROGRESSIVE CORP |
8,107 |
-84 |
$1,677 | PGR | 8,107 | -84 | $1,677 | EXXON MOBIL CORP |
12,662 |
+1,083 |
$1,472 | XOM | 12,662 | +1,083 | $1,472 | PROCTER AND GAMBLE CO |
8,846 |
-46 |
$1,435 | PG | 8,846 | -46 | $1,435 | WISDOMTREE TR |
19,421 |
+59 |
$1,402 | DLN | 19,421 | +59 | $1,402 | VANGUARD ADMIRAL FDS INC (IVOO) |
13,061 |
-118 |
$1,345 | IVOO | 13,061 | -118 | $1,345 | FIRST TR EXCH TRADED FD III (FPE) |
75,238 |
+3,753 |
$1,303 | FPE | 75,238 | +3,753 | $1,303 | FIRST TR NAS100 EQ WEIGHTED (QQEW) |
10,412 |
-923 |
$1,290 | QQEW | 10,412 | -923 | $1,290 | WISDOMTREE TR |
16,893 |
-16 |
$1,287 | DGRW | 16,893 | -16 | $1,287 | GLOBAL X FDS |
31,477 |
+9,945 |
$1,253 | PAVE | 31,477 | +9,945 | $1,253 | SCHWAB STRATEGIC TR |
14,885 |
-9 |
$1,200 | SCHD | 14,885 | -9 | $1,200 | VANGUARD INDEX FDS (VO) |
4,442 |
+4 |
$1,110 | VO | 4,442 | +4 | $1,110 | FIRST TR EXCHANGE TRADED FD (AIRR) |
16,266 |
+1,007 |
$1,095 | AIRR | 16,266 | +1,007 | $1,095 | NETFLIX INC |
1,799 |
-10 |
$1,093 | NFLX | 1,799 | -10 | $1,093 | ALPHABET INC |
7,126 |
-53 |
$1,076 | GOOGL | 7,126 | -53 | $1,076 | VISA INC |
3,855 |
-50 |
$1,076 | V | 3,855 | -50 | $1,076 | FIRST TR EXCHANGE TRADED FD (FTCS) |
11,998 |
-1,127 |
$1,028 | FTCS | 11,998 | -1,127 | $1,028 | ISHARES GOLD TR (IAU) |
23,998 |
+450 |
$1,008 | IAU | 23,998 | +450 | $1,008 | IRON MTN INC DEL |
12,484 |
+953 |
$1,001 | IRM | 12,484 | +953 | $1,001 | PROSHARES TR (REGL) |
12,178 |
-1,394 |
$957 | REGL | 12,178 | -1,394 | $957 | PREFORMED LINE PRODS CO |
7,100 |
+800 |
$914 | PLPC | 7,100 | +800 | $914 | MCDONALDS CORP |
3,010 |
UNCH |
$849 | MCD | 3,010 | UNCH | $849 | PEPSICO INC |
4,750 |
-291 |
$831 | PEP | 4,750 | -291 | $831 | FIRST TR EXCHANGE TRADED FD (CIBR) |
14,414 |
+8 |
$813 | CIBR | 14,414 | +8 | $813 | INVESCO EXCHANGE TRADED FD T (PSL) |
8,261 |
UNCH |
$807 | PSL | 8,261 | UNCH | $807 | FIRST TR EXCHANGE TRADED FD (FGD) |
34,454 |
+5,517 |
$785 | FGD | 34,454 | +5,517 | $785 | FIRST TR EXCHANGE TRADED FD (FSIG) |
40,838 |
+471 |
$767 | FSIG | 40,838 | +471 | $767 | MASTERCARD INCORPORATED |
1,566 |
-50 |
$754 | MA | 1,566 | -50 | $754 | STARWOOD PPTY TR INC |
36,513 |
+4,589 |
$742 | STWD | 36,513 | +4,589 | $742 | UNITEDHEALTH GROUP INC |
1,498 |
-233 |
$741 | UNH | 1,498 | -233 | $741 | ISHARES TR (IJR) |
6,673 |
+3 |
$737 | IJR | 6,673 | +3 | $737 | VANECK ETF TRUST (MOAT) |
8,070 |
+2,200 |
$726 | MOAT | 8,070 | +2,200 | $726 | NOVO NORDISK A S |
5,560 |
+521 |
$714 | NVO | 5,560 | +521 | $714 | ABBOTT LABS |
6,277 |
UNCH |
$713 | ABT | 6,277 | UNCH | $713 | SELECT SECTOR SPDR TR (XLK) |
3,351 |
-100 |
$698 | XLK | 3,351 | -100 | $698 | ISHARES TR (KXI) |
11,069 |
-200 |
$676 | KXI | 11,069 | -200 | $676 | ISHARES TR (SUSA) |
6,133 |
+1 |
$670 | SUSA | 6,133 | +1 | $670 | ONEOK INC NEW |
8,183 |
+8,183 |
$656 | OKE | 8,183 | +8,183 | $656 | INVESTMENT MANAGERS SER TR I |
10,418 |
+2,377 |
$645 | WUGI | 10,418 | +2,377 | $645 | ISHARES TR (IYC) |
7,796 |
-712 |
$639 | IYC | 7,796 | -712 | $639 | VANGUARD INDEX FDS (VOO) |
1,324 |
-84 |
$636 | VOO | 1,324 | -84 | $636 | SUPER MICRO COMPUTER INC |
626 |
+626 |
$632 | SMCI | 626 | +626 | $632 | SELECT SECTOR SPDR TR (XLE) |
6,677 |
+87 |
$630 | XLE | 6,677 | +87 | $630 | COSTCO WHSL CORP NEW |
847 |
-76 |
$620 | COST | 847 | -76 | $620 | VICI PPTYS INC |
19,386 |
+4,831 |
$578 | VICI | 19,386 | +4,831 | $578 | INVESCO BD FD |
36,560 |
+20,355 |
$572 | VBF | 36,560 | +20,355 | $572 | SPDR SER TR (FITE) |
9,756 |
-100 |
$559 | FITE | 9,756 | -100 | $559 | INVESCO EXCHANGE TRADED FD T (PDP) |
5,622 |
UNCH |
$555 | PDP | 5,622 | UNCH | $555 | SELECT SECTOR SPDR TR (XLF) |
13,120 |
+1,998 |
$553 | XLF | 13,120 | +1,998 | $553 | SPDR SER TR (SDY) |
4,175 |
-310 |
$548 | SDY | 4,175 | -310 | $548 | GLOBAL X FDS |
26,400 |
UNCH |
$532 | PFFD | 26,400 | UNCH | $532 | HOME DEPOT INC |
1,381 |
UNCH |
$530 | HD | 1,381 | UNCH | $530 | VEEVA SYS INC |
2,184 |
UNCH |
$506 | VEEV | 2,184 | UNCH | $506 | VALERO ENERGY CORP |
2,953 |
-81 |
$504 | VLO | 2,953 | -81 | $504 | INVESCO EXCH TRD SLF IDX FD |
21,818 |
+21,818 |
$496 | BSJO | 21,818 | +21,818 | $496 | J P MORGAN EXCHANGE TRADED F (JMST) |
9,735 |
-515 |
$494 | JMST | 9,735 | -515 | $494 | BROADCOM INC |
358 |
-24 |
$475 | AVGO | 358 | -24 | $475 | JOHNSON & JOHNSON |
2,970 |
-42 |
$470 | JNJ | 2,970 | -42 | $470 | INVESCO EXCH TRADED FD TR II (IDLV) |
16,619 |
-215 |
$466 | IDLV | 16,619 | -215 | $466 | INVESCO EXCHANGE TRADED FD T (PKW) |
4,295 |
+403 |
$465 | PKW | 4,295 | +403 | $465 | ISHARES TR (IVW) |
5,484 |
UNCH |
$463 | IVW | 5,484 | UNCH | $463 | ISHARES TR (TIP) |
4,249 |
-1,906 |
$456 | TIP | 4,249 | -1,906 | $456 | NUVEEN MUN VALUE FD INC |
52,221 |
+1,444 |
$455 | NUV | 52,221 | +1,444 | $455 | ISHARES TR (IWD) |
2,496 |
-11 |
$447 | IWD | 2,496 | -11 | $447 | INVESCO EXCHANGE TRADED FD T (SPHQ) |
7,380 |
UNCH |
$446 | SPHQ | 7,380 | UNCH | $446 | ISHARES TR (ITOT) |
3,794 |
-62 |
$437 | ITOT | 3,794 | -62 | $437 | VANGUARD WORLD FD (VGT) |
795 |
+12 |
$417 | VGT | 795 | +12 | $417 | ISHARES TR (ITA) |
3,095 |
+193 |
$408 | ITA | 3,095 | +193 | $408 | FIRST TR EXCHANGE TRADED FD (RDVY) |
7,136 |
+3,154 |
$401 | RDVY | 7,136 | +3,154 | $401 | VANGUARD INDEX FDS (VUG) |
1,125 |
+45 |
$387 | VUG | 1,125 | +45 | $387 | ROCKY BRANDS INC |
13,833 |
-2,235 |
$375 | RCKY | 13,833 | -2,235 | $375 | ISHARES TR (IHF) |
6,778 |
+5,422 |
$370 | IHF | 6,778 | +5,422 | $370 | YUM BRANDS INC |
2,658 |
-294 |
$369 | YUM | 2,658 | -294 | $369 | GLOBAL X FDS |
11,306 |
-708 |
$360 | BOTZ | 11,306 | -708 | $360 | FIRST TR EXCHANGE TRADED FD (TDIV) |
5,160 |
-31 |
$359 | TDIV | 5,160 | -31 | $359 | BLACKROCK MUNIYILD QULT FD I |
29,065 |
+10,300 |
$356 | MQY | 29,065 | +10,300 | $356 | AMERICAN CENTY ETF TR (VALQ) |
6,088 |
-20 |
$355 | VALQ | 6,088 | -20 | $355 | SPROTT PHYSICAL GOLD & SILVE |
17,358 |
UNCH |
$353 | CEF | 17,358 | UNCH | $353 | INVESCO EXCHANGE TRADED FD T (PRN) |
2,403 |
-1,232 |
$335 | PRN | 2,403 | -1,232 | $335 | ISHARES TR (MTUM) |
1,775 |
-216 |
$333 | MTUM | 1,775 | -216 | $333 | SCHWAB STRATEGIC TR |
5,379 |
+103 |
$328 | SCHB | 5,379 | +103 | $328 | CATERPILLAR INC |
891 |
+3 |
$327 | CAT | 891 | +3 | $327 | AMPHENOL CORP NEW |
2,820 |
-119 |
$325 | APH | 2,820 | -119 | $325 | PHILLIPS 66 |
1,992 |
+142 |
$325 | PSX | 1,992 | +142 | $325 | ISHARES TR (IBMN) |
11,942 |
-113 |
$316 | IBMN | 11,942 | -113 | $316 | CHEVRON CORP NEW |
1,943 |
+149 |
$307 | CVX | 1,943 | +149 | $307 | INVESCO EXCH TRADED FD TR II (PVI) |
12,127 |
+81 |
$301 | PVI | 12,127 | +81 | $301 | CVS HEALTH CORP |
3,754 |
+3,754 |
$299 | CVS | 3,754 | +3,754 | $299 | INVESCO EXCHANGE TRADED FD T (PHO) |
4,464 |
+150 |
$297 | PHO | 4,464 | +150 | $297 | NUVEEN SELECT TAX FREE INCOM |
20,479 |
+18 |
$296 | NXP | 20,479 | +18 | $296 | SCHWAB STRATEGIC TR |
6,642 |
+6,642 |
$296 | SCHI | 6,642 | +6,642 | $296 | AMGEN INC |
1,033 |
-187 |
$294 | AMGN | 1,033 | -187 | $294 | COHEN & STEERS INFRASTRUCTUR |
12,411 |
+909 |
$293 | UTF | 12,411 | +909 | $293 | ISHARES TR (HDV) |
2,589 |
+5 |
$285 | HDV | 2,589 | +5 | $285 | ISHARES TR (ILCV) |
3,680 |
UNCH |
$283 | ILCV | 3,680 | UNCH | $283 | ISHARES TR (IBMO) |
11,107 |
-120 |
$282 | IBMO | 11,107 | -120 | $282 | DTE ENERGY CO |
2,505 |
UNCH |
$281 | DTE | 2,505 | UNCH | $281 | VERIZON COMMUNICATIONS INC |
6,641 |
-1 |
$279 | VZ | 6,641 | -1 | $279 | FIRST TRUST LRGCP GWT ALPHAD (FTC) |
2,209 |
UNCH |
$272 | FTC | 2,209 | UNCH | $272 | INTERNATIONAL BUSINESS MACHS |
1,407 |
-40 |
$269 | IBM | 1,407 | -40 | $269 | COHEN & STEERS QUALITY INCOM |
22,286 |
+1,000 |
$269 | RQI | 22,286 | +1,000 | $269 | UNION PAC CORP |
1,089 |
UNCH |
$268 | UNP | 1,089 | UNCH | $268 | SOUTHERN CO |
3,672 |
-1 |
$263 | SO | 3,672 | -1 | $263 | SELECT SECTOR SPDR TR (XLB) |
2,821 |
+155 |
$262 | XLB | 2,821 | +155 | $262 | SELECT SECTOR SPDR TR (XLP) |
3,394 |
-249 |
$259 | XLP | 3,394 | -249 | $259 | MSCI INC |
454 |
UNCH |
$254 | MSCI | 454 | UNCH | $254 | ON HLDG AG |
7,131 |
+7,131 |
$252 | ONON | 7,131 | +7,131 | $252 | FIRST TR NASDAQ 100 TECH IND (QTEC) |
1,320 |
+1,320 |
$252 | QTEC | 1,320 | +1,320 | $252 | DISNEY WALT CO |
2,051 |
+2,051 |
$251 | DIS | 2,051 | +2,051 | $251 | BANK AMERICA CORP |
6,581 |
+16 |
$250 | BAC | 6,581 | +16 | $250 | ISHARES TR (IBMM) |
9,619 |
-126 |
$250 | IBMM | 9,619 | -126 | $250 | PUTNAM MANAGED MUN INCOME TR |
41,751 |
+41,751 |
$250 | PMM | 41,751 | +41,751 | $250 | ISHARES TR (IBMP) |
9,703 |
-129 |
$244 | IBMP | 9,703 | -129 | $244 | STANLEY BLACK & DECKER INC |
2,491 |
UNCH |
$244 | SWK | 2,491 | UNCH | $244 | DANAHER CORPORATION |
970 |
+1 |
$242 | DHR | 970 | +1 | $242 | PFIZER INC |
8,711 |
-884 |
$242 | PFE | 8,711 | -884 | $242 | VANECK ETF TRUST (SMB) |
14,215 |
+16 |
$242 | SMB | 14,215 | +16 | $242 | FIRST TR EXCH TRADED FD III (FMB) |
4,698 |
-569 |
$241 | FMB | 4,698 | -569 | $241 | COHEN & STEERS SELECT PFD & |
12,060 |
+12,060 |
$241 | PSF | 12,060 | +12,060 | $241 | ISHARES TR (IBMQ) |
9,501 |
-98 |
$240 | IBMQ | 9,501 | -98 | $240 | COHEN & STEERS REIT & PFD & |
11,350 |
+11,350 |
$239 | RNP | 11,350 | +11,350 | $239 | INVESCO EXCHANGE TRADED FD T (PRF) |
6,158 |
+7 |
$237 | PRF | 6,158 | +7 | $237 | FIRST TR EXCHANGE TRADED FD (FXR) |
3,226 |
-158 |
$235 | FXR | 3,226 | -158 | $235 | SPROTT PHYSICAL GOLD TR |
13,565 |
+21 |
$235 | PHYS | 13,565 | +21 | $235 | VANGUARD INDEX FDS (VOT) |
997 |
UNCH |
$235 | VOT | 997 | UNCH | $235 | INGERSOLL RAND INC |
2,470 |
-181 |
$234 | IR | 2,470 | -181 | $234 | INVESCO EXCH TRADED FD TR II (RDIV) |
5,108 |
+57 |
$234 | RDIV | 5,108 | +57 | $234 | DEERE & CO |
551 |
-151 |
$226 | DE | 551 | -151 | $226 | ISHARES TR (PFF) |
6,968 |
+6 |
$225 | PFF | 6,968 | +6 | $225 | PACER FDS TR |
10,983 |
+228 |
$224 | PTBD | 10,983 | +228 | $224 | WELLS FARGO CO NEW |
|
|
$224 | WFC.PRL | 184 | UNCH | $224 | ROPER TECHNOLOGIES INC |
397 |
-20 |
$222 | ROP | 397 | -20 | $222 | THOR INDS INC |
1,895 |
UNCH |
$222 | THO | 1,895 | UNCH | $222 | HERCULES CAPITAL INC |
12,000 |
UNCH |
$221 | HTGC | 12,000 | UNCH | $221 | ISHARES TR (IEFA) |
2,979 |
+2,979 |
$221 | IEFA | 2,979 | +2,979 | $221 | MERCK & CO INC |
1,644 |
+1,644 |
$217 | MRK | 1,644 | +1,644 | $217 | LOCKHEED MARTIN CORP |
474 |
+1 |
$216 | LMT | 474 | +1 | $216 | WALMART INC |
3,573 |
+3,573 |
$215 | WMT | 3,573 | +3,573 | $215 | AGILON HEALTH INC |
34,822 |
UNCH |
$212 | AGL | 34,822 | UNCH | $212 | COCA COLA CO |
3,430 |
UNCH |
$210 | KO | 3,430 | UNCH | $210 | BNY MELLON STRATEGIC MUNS IN |
34,407 |
+800 |
$210 | LEO | 34,407 | +800 | $210 | ARBOR REALTY TRUST INC |
15,800 |
+250 |
$209 | ABR | 15,800 | +250 | $209 | NXP SEMICONDUCTORS N V |
835 |
+835 |
$207 | NXPI | 835 | +835 | $207 | INVESCO EXCHANGE TRADED FD T (XLG) |
4,855 |
+4,855 |
$205 | XLG | 4,855 | +4,855 | $205 | AT&T INC |
10,741 |
-680 |
$189 | T | 10,741 | -680 | $189 | INVESCO TR INVT GRADE MUNS |
18,500 |
-1,925 |
$182 | VGM | 18,500 | -1,925 | $182 | EATON VANCE TAX MANAGED GLOB |
16,850 |
+464 |
$137 | EXG | 16,850 | +464 | $137 | NUVEEN AMT FREE QLTY MUN INC |
10,283 |
-700 |
$114 | NEA | 10,283 | -700 | $114 | GLOBAL X FDS |
10,000 |
UNCH |
$95 | SPFF | 10,000 | UNCH | $95 | MFS MUN INCOME TR |
13,000 |
+0 |
$70 | MFM | 13,000 | UNCH | $70 | FUBOTV INC |
|
|
$0 (exited) | FUBO | 0 | -10,000 | $0 | ILLINOIS TOOL WKS INC |
|
|
$0 (exited) | ITW | 0 | -784 | $0 | KRANESHARES TR |
|
|
$0 (exited) | IVOL | 0 | -10,944 | $0 | INDEXIQ ACTIVE ETF TR |
|
|
$0 (exited) | MMIT | 0 | -10,207 | $0 | US BANCORP DEL |
|
|
$0 (exited) | USB | 0 | -14,530 | $0 | VANGUARD INDEX FDS |
0 |
-2,300 |
$0 (exited) | VNQ | 0 | -2,300 | $0 |
See Summary: WealthBridge Capital Management LLC Top Holdings
See Details: Top 10 Stocks Held By WealthBridge Capital Management LLC
|
|