Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 23 | Q2 2024 | 9.5% |
INVESCO S&P 500 EQUAL WEIGHT ETF | 23 | Q2 2024 | 9.1% |
SPDR S&P 500 ETF TR | 23 | Q2 2024 | 7.3% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 23 | Q2 2024 | 5.1% |
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN | 23 | Q2 2024 | 5.9% |
APPLE INC COM | 23 | Q2 2024 | 4.7% |
AMAZON COM INC COM | 23 | Q2 2024 | 4.1% |
INVESCO QQQ TRUST | 23 | Q2 2024 | 3.2% |
FIRST TRUST DOW JONES INTERNET INDEX FUND | 23 | Q2 2024 | 3.4% |
VANGUARD WHITEHALL FDS | 23 | Q2 2024 | 2.3% |
View WealthBridge Capital Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-21 |
13F-HR | 2024-08-02 |
13F-HR | 2024-04-30 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-11 |
13F-HR | 2023-01-31 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
View WealthBridge Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.