$164 Million is the total value of WealthBridge Investment Counsel Inc.'s 34 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-30
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES MSCI EMERGING MARKET | 19 | Q2 2024 | 8.9% |
ISHARES MSCI EAFE ETF | 19 | Q2 2024 | 6.4% |
APPLE INC | 19 | Q2 2024 | 6.9% |
JPMORGAN CHASE & CO | 19 | Q2 2024 | 6.1% |
VISA INC-CLASS A SHARES | 19 | Q2 2024 | 5.0% |
GOLDMAN SACHS GROUP INC | 19 | Q2 2024 | 4.4% |
MERCK & CO. INC. | 19 | Q2 2024 | 5.1% |
EATON CORP PLC | 19 | Q2 2024 | 4.4% |
WALT DISNEY CO/THE | 19 | Q2 2024 | 5.1% |
ORACLE CORP | 19 | Q2 2024 | 4.4% |
View WealthBridge Investment Counsel Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-25 |
13F-HR | 2024-07-16 |
13F-HR | 2024-04-19 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-17 |
13F-HR | 2023-07-26 |
13F-HR | 2023-04-19 |
13F-HR | 2023-02-02 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-26 |
View WealthBridge Investment Counsel Inc.'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.