$251 Million is the total value of WealthBridge Capital Management, LLC's 190 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $931,200 | – | 2 | +100.0% | 0.37% | – |
| IAK | New | ISHARES TRu.s. insrnce etf | $347,103 | – | 4,054 | +100.0% | 0.14% | – |
| FXR | New | FIRST TR EXCHANGE TRADED FDindls prod dur | $293,253 | – | 5,279 | +100.0% | 0.12% | – |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $289,663 | – | 3,405 | +100.0% | 0.12% | – |
| FTXN | New | FIRST TR EXCHANGE-TRADED FDnasdq oil gas | $224,787 | – | 8,335 | +100.0% | 0.09% | – |
| FTXG | New | FIRST TR EXCHANGE-TRADED FDnasdq fod bvrg | $220,857 | – | 8,216 | +100.0% | 0.09% | – |
| CRM | New | SALESFORCE INC | $215,962 | – | 1,081 | +100.0% | 0.09% | – |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $201,022 | – | 5,385 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 8.5% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 20 | Q3 2023 | 9.1% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 7.3% |
| BLACKROCK MUN TARGET TERM TR COM SHS BEN IN | 20 | Q3 2023 | 5.9% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 20 | Q3 2023 | 5.1% |
| APPLE INC COM | 20 | Q3 2023 | 4.7% |
| AMAZON COM INC COM | 20 | Q3 2023 | 4.1% |
| INVESCO QQQ TRUST | 20 | Q3 2023 | 3.2% |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | 20 | Q3 2023 | 3.4% |
| VANGUARD WHITEHALL FDS | 20 | Q3 2023 | 2.3% |
View WealthBridge Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-02-11 |
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.