$250 Thousand is the total value of WealthBridge Investment Counsel Inc.'s 43 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-17
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.