The Analysis of WealthBridge Capital Management, LLC's Holdings
Currently, WealthBridge Capital Management, LLC holds 214 types of securities in its portfolio with a total value $426.1M. In the most recent quarter, they have increased their positions in IVV (+1.6K shares, valued at $1.1M), IWM (+3.6K shares, valued at $878.1K), DTE (+4.5K shares, valued at $639.4K); decreased their positions in AAPL (-1.9K shares, valued at $482.5K), BRK.B (-916 shares, valued at $460.5K), XLV (-3.0K shares, valued at $412.5K); initiated new positions in LDOS (+2.7K shares, valued at $509.2K), AGG (+3.6K shares, valued at $359.9K), VIS (+900 shares, valued at $266.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR63.1K shares2.66%2025-09-302025-11-07
SPY SPDR S&P 500 ETF TR31.8K shares-1.16%2025-09-302025-11-07 RSP INVESCO EXCHANGE TRADED FD T110.6K shares-0.47%2025-09-302025-11-07 BKLC BNY MELLON ETF TRUST141.5K shares0.57%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL32.3K shares-2.75%2025-09-302025-11-07 QQQ INVESCO QQQ TR26.7K shares2.21%2025-09-302025-11-07 AAPL APPLE INC51.6K shares-3.54%2025-09-302025-11-07 AMZN AMAZON COM INC50.6K shares-3.26%2025-09-302025-11-07 NVDA NVIDIA CORPORATION56.7K shares-0.61%2025-09-302025-11-07 IGM ISHARES TR69.2K shares-1.43%2025-09-302025-11-07 VYM VANGUARD WHITEHALL FDS57.9K shares3.42%2025-09-302025-11-07 GLD SPDR GOLD TR21.4K shares0.78%2025-09-302025-11-07 GOOG ALPHABET INC29.4K shares-3.94%2025-09-302025-11-07 MSFT MICROSOFT CORP13.0K shares-0.92%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS30.4K shares3.36%2025-09-302025-11-07 IYW ISHARES TR33.3K shares-1.34%2025-09-302025-11-07 USMV ISHARES TR55.6K shares3.03%2025-09-302025-11-07 VTI VANGUARD INDEX FDS15.0K shares0.04%2025-09-302025-11-07 GRID FIRST TR EXCHANGE TRADED FD32.3K shares9.16%2025-09-302025-11-07 IWM ISHARES TR19.5K shares22.84%2025-09-302025-11-07 EMR EMERSON ELEC CO35.8K shares0.00%2025-09-302025-11-07 ICSH ISHARES TR92.3K shares6.44%2025-09-302025-11-07 LLY ELI LILLY & CO5.7K shares-3.12%2025-09-302025-11-07 BTT BLACKROCK MUN TARGET TERM TR189.7K shares-5.76%2025-09-302025-11-07 AIRR FIRST TR EXCHANGE TRADED FD42.1K shares16.04%2025-09-302025-11-07 PAVE GLOBAL X FDS79.2K shares11.10%2025-09-302025-11-07 FDN FIRST TR EXCHANGE-TRADED FD13.4K shares-1.26%2025-09-302025-11-07 XLI SELECT SECTOR SPDR TR24.2K shares-1.97%2025-09-302025-11-07 PRFZ INVESCO EXCHANGE TRADED FD T74.3K shares1.49%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.10.4K shares-3.96%2025-09-302025-11-07 META META PLATFORMS INC4.4K shares-4.33%2025-09-302025-11-07 MA MASTERCARD INCORPORATED5.5K shares-0.27%2025-09-302025-11-07 ABBV ABBVIE INC13.1K shares2.28%2025-09-302025-11-07 QQEW FIRST TR EXCHANGE-TRADED FD20.4K shares6.33%2025-09-302025-11-07 IWF ISHARES TR6.0K shares-2.22%2025-09-302025-11-07 MDY SPDR S&P MIDCAP 400 ETF TR4.5K shares6.13%2025-09-302025-11-07 AMLP ALPS ETF TR52.5K shares1.50%2025-09-302025-11-07 TSLA TESLA INC5.5K shares-7.14%2025-09-302025-11-07 IVE ISHARES TR11.9K shares-2.75%2025-09-302025-11-07 AIVL WISDOMTREE TR21.1K shares-2.29%2025-09-302025-11-07 SPLV INVESCO EXCH TRADED FD TR II32.4K shares-1.09%2025-09-302025-11-07 NFLX NETFLIX INC1.9K shares-0.46%2025-09-302025-11-07 DVY ISHARES TR15.4K shares0.37%2025-09-302025-11-07 VBF INVESCO BD FD137.7K shares5.70%2025-09-302025-11-07 GOOGL ALPHABET INC8.7K shares-1.88%2025-09-302025-11-07 PGR PROGRESSIVE CORP8.3K shares0.50%2025-09-302025-11-07 DIA SPDR DOW JONES INDL AVERAGE4.2K shares-1.79%2025-09-302025-11-07 RDVY FIRST TR EXCHANGE TRADED FD28.1K shares-1.04%2025-09-302025-11-07 IAU ISHARES GOLD TR24.9K shares1.70%2025-09-302025-11-07 XOM EXXON MOBIL CORP15.7K shares2.09%2025-09-302025-11-07 RSPS INVESCO EXCHANGE TRADED FD T60.3K shares-1.69%2025-09-302025-11-07 FGD FIRST TR EXCHANGE TRADED FD60.1K shares8.45%2025-09-302025-11-07 FPE FIRST TR EXCH TRADED FD III91.9K shares2.44%2025-09-302025-11-07 NOBL PROSHARES TR16.1K shares-1.55%2025-09-302025-11-07 MADE ISHARES TR55.7K shares9.64%2025-09-302025-11-07 V VISA INC4.7K shares4.04%2025-09-302025-11-07 DLN WISDOMTREE TR18.3K shares-1.21%2025-09-302025-11-07 JMST J P MORGAN EXCHANGE TRADED F29.9K shares1.93%2025-09-302025-11-07 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-07 AVGO BROADCOM INC4.6K shares2.44%2025-09-302025-11-07 PLPC PREFORMED LINE PRODS CO7.7K shares0.00%2025-09-302025-11-07 DGRW WISDOMTREE TR16.6K shares-0.39%2025-09-302025-11-07 FSIG FIRST TR EXCHANGE-TRADED FD74.0K shares2.79%2025-09-302025-11-07 FBND FIDELITY MERRIMACK STR TR28.8K shares26.77%2025-09-302025-11-07 TRFK PACER FDS TR19.8K shares9.96%2025-09-302025-11-07 PKW INVESCO EXCHANGE TRADED FD T9.9K shares13.96%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO8.2K shares-4.94%2025-09-302025-11-07 CIBR FIRST TR EXCHANGE TRADED FD16.3K shares1.40%2025-09-302025-11-07 SCHD SCHWAB STRATEGIC TR44.6K shares-5.08%2025-09-302025-11-07 IVOO VANGUARD ADMIRAL FDS INC10.8K shares-0.06%2025-09-302025-11-07 VOO VANGUARD INDEX FDS1.9K shares11.64%2025-09-302025-11-07 APH AMPHENOL CORP NEW9.1K shares5.81%2025-09-302025-11-07 ROKT SPDR SERIES TRUST14.2K shares24.65%2025-09-302025-11-07 VO VANGUARD INDEX FDS3.5K shares-3.54%2025-09-302025-11-07 RSHO TEMA ETF TRUST24.0K shares5.49%2025-09-302025-11-07 HYD VANECK ETF TRUST19.6K shares-1.46%2025-09-302025-11-07 DTE DTE ENERGY CO7.0K shares180.34%2025-09-302025-11-07 FTCS FIRST TR EXCHANGE-TRADED FD10.5K shares-5.99%2025-09-302025-11-07 STWD STARWOOD PPTY TR INC50.6K shares0.70%2025-09-302025-11-07 WUGI INVESTMENT MANAGERS SER TR I10.6K shares0.60%2025-09-302025-11-07 MCD MCDONALDS CORP3.1K shares0.00%2025-09-302025-11-07 FITE SPDR SERIES TRUST10.7K shares-1.83%2025-09-302025-11-07 PSL INVESCO EXCHANGE TRADED FD T8.3K shares0.00%2025-09-302025-11-07 ITA ISHARES TR4.3K shares-3.36%2025-09-302025-11-07 BSJP INVESCO EXCH TRD SLF IDX FD38.9K shares2.16%2025-09-302025-11-07 ABT ABBOTT LABS6.6K shares-0.33%2025-09-302025-11-07 FUMB FIRST TR EXCH TRADED FD III43.4K shares3.53%2025-09-302025-11-07 XLV SELECT SECTOR SPDR TR5.9K shares-33.48%2025-09-302025-11-07 RFI COHEN & STEERS TOTAL RETURN67.0K shares0.53%2025-09-302025-11-07 UTWO RBB FD INC16.5K shares2.49%2025-09-302025-11-07 XAR SPDR SERIES TRUST3.4K shares26.58%2025-09-302025-11-07 VEEV VEEVA SYS INC2.5K shares0.64%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW783 shares-3.69%2025-09-302025-11-07 ITOT ISHARES TR4.9K shares0.10%2025-09-302025-11-07 XLF SELECT SECTOR SPDR TR13.0K shares-6.27%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC3.4K shares5.88%2025-09-302025-11-07 KXI ISHARES TR10.7K shares0.00%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC848 shares71.31%2025-09-302025-11-07 VRT VERTIV HOLDINGS CO4.5K shares9.88%2025-09-302025-11-07 XLK SELECT SECTOR SPDR TR2.3K shares0.00%2025-09-302025-11-07 VUG VANGUARD INDEX FDS1.3K shares3.01%2025-09-302025-11-07 PDP INVESCO EXCHANGE TRADED FD T5.3K shares-5.38%2025-09-302025-11-07 SUSA ISHARES TR4.6K shares-3.48%2025-09-302025-11-07 SPHQ INVESCO EXCHANGE TRADED FD T8.3K shares0.00%2025-09-302025-11-07 ORLY OREILLY AUTOMOTIVE INC5.6K shares10.86%2025-09-302025-11-07 IVW ISHARES TR5.0K shares0.00%2025-09-302025-11-07 QLD PROSHARES TR4.4K shares-0.02%2025-09-302025-11-07 CEF SPROTT ASSET MANAGEMENT LP16.4K shares0.00%2025-09-302025-11-07 SDY SPDR SERIES TRUST4.2K shares-0.98%2025-09-302025-11-07 VGT VANGUARD WORLD FD789 shares0.38%2025-09-302025-11-07 PEP PEPSICO INC4.2K shares0.26%2025-09-302025-11-07 GE GE AEROSPACE1.9K shares10.31%2025-09-302025-11-07 NUKZ EXCHANGE TRADED CONCEPTS TRU9.0K shares31.24%2025-09-302025-11-07 IJR ISHARES TR4.7K shares0.00%2025-09-302025-11-07 PSF COHEN & STEERS SELECT PFD &25.7K shares1.18%2025-09-302025-11-07 IWD ISHARES TR2.6K shares-1.28%2025-09-302025-11-07 HD HOME DEPOT INC1.3K shares-12.26%2025-09-302025-11-07 PWR QUANTA SVCS INC1.3K shares13.00%2025-09-302025-11-07 RTX RTX CORPORATION3.1K shares12.24%2025-09-302025-11-07 LRCX LAM RESEARCH CORP3.8K shares4.15%2025-09-302025-11-07 MO ALTRIA GROUP INC7.8K shares0.41%2025-09-302025-11-07 LDOS LEIDOS HOLDINGS INC2.7K sharesnew addition2025-09-302025-11-07 TDIV FIRST TR EXCHANGE TRADED FD5.2K shares0.08%2025-09-302025-11-07 RNP COHEN & STEERS REIT & PFD &22.4K shares2.28%2025-09-302025-11-07 REGL PROSHARES TR5.9K shares-25.91%2025-09-302025-11-07 PFFD GLOBAL X FDS25.7K shares0.00%2025-09-302025-11-07 IDLV INVESCO EXCH TRADED FD TR II14.5K shares13.37%2025-09-302025-11-07 EME EMCOR GROUP INC731 shares14.22%2025-09-302025-11-07 SCYB SCHWAB STRATEGIC TR17.7K shares2.35%2025-09-302025-11-07 QTEC FIRST TR EXCHANGE-TRADED FD2.1K shares-6.63%2025-09-302025-11-07 IGSB ISHARES TR8.9K shares5.33%2025-09-302025-11-07 IBMN ISHARES TR17.1K shares-0.93%2025-09-302025-11-07 SCHI SCHWAB STRATEGIC TR19.8K shares0.00%2025-09-302025-11-07 MTUM ISHARES TR1.8K shares0.00%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON2.4K shares0.37%2025-09-302025-11-07 MOAT VANECK ETF TRUST4.5K shares3.91%2025-09-302025-11-07 T AT&T INC15.8K shares-17.05%2025-09-302025-11-07 IRM IRON MTN INC DEL4.3K shares0.63%2025-09-302025-11-07 MQY BLACKROCK MUNIYILD QULT FD I37.1K shares2.21%2025-09-302025-11-07 IYC ISHARES TR4.0K shares-19.34%2025-09-302025-11-07 MUB ISHARES TR3.9K shares2.90%2025-09-302025-11-07 WMT WALMART INC4.0K shares0.58%2025-09-302025-11-07 ROP ROPER TECHNOLOGIES INC817 shares5.83%2025-09-302025-11-07 BAC BANK AMERICA CORP7.9K shares0.14%2025-09-302025-11-07 VLO VALERO ENERGY CORP2.4K shares0.00%2025-09-302025-11-07 IBMO ISHARES TR15.7K shares1.64%2025-09-302025-11-07 CAT CATERPILLAR INC839 shares0.00%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC1.1K shares-32.31%2025-09-302025-11-07 PHYS SPROTT ASSET MANAGEMENT LP13.2K shares0.00%2025-09-302025-11-07 FXR FIRST TR EXCHANGE TRADED FD4.8K shares22.56%2025-09-302025-11-07 VALQ AMERICAN CENTY ETF TR5.7K shares0.00%2025-09-302025-11-07 IBMP ISHARES TR14.4K shares1.81%2025-09-302025-11-07 AGG ISHARES TR3.6K sharesnew addition2025-09-302025-11-07 FTC FIRST TR EXCHANGE-TRADED ALP2.2K shares0.00%2025-09-302025-11-07 VOOG VANGUARD ADMIRAL FDS INC812 shares6.98%2025-09-302025-11-07 YUM YUM BRANDS INC2.2K shares-0.18%2025-09-302025-11-07 ONON ON HLDG AG7.8K shares1.29%2025-09-302025-11-07 IBMQ ISHARES TR12.9K shares1.65%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS1.2K shares-7.63%2025-09-302025-11-07 ILCV ISHARES TR3.7K shares0.00%2025-09-302025-11-07 SO SOUTHERN CO3.4K shares-0.49%2025-09-302025-11-07 FFIV F5 INC1.0K shares15.35%2025-09-302025-11-07 SCHB SCHWAB STRATEGIC TR12.6K shares-3.77%2025-09-302025-11-07 UTF COHEN & STEERS INFRASTRUCTUR12.8K shares0.07%2025-09-302025-11-07 PHO INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2025-09-302025-11-07 HDV ISHARES TR2.6K shares-1.49%2025-09-302025-11-07 PRN INVESCO EXCHANGE TRADED FD T1.8K shares-9.36%2025-09-302025-11-07 NUV NUVEEN MUN VALUE FD INC34.2K shares7.92%2025-09-302025-11-07 BSMT INVESCO EXCH TRD SLF IDX FD13.1K shares1.89%2025-09-302025-11-07 MU MICRON TECHNOLOGY INC1.8K shares4.98%2025-09-302025-11-07 VOT VANGUARD INDEX FDS997 shares0.00%2025-09-302025-11-07 FI FISERV INC2.2K shares0.00%2025-09-302025-11-07 CVS CVS HEALTH CORP3.8K shares0.91%2025-09-302025-11-07 AIQ GLOBAL X FDS5.7K shares15.21%2025-09-302025-11-07 PRF INVESCO EXCHANGE TRADED FD T6.2K shares0.11%2025-09-302025-11-07 SCHX SCHWAB STRATEGIC TR10.5K shares0.00%2025-09-302025-11-07 XLE SELECT SECTOR SPDR TR3.1K shares-24.67%2025-09-302025-11-07 RCKY ROCKY BRANDS INC9.3K shares-10.63%2025-09-302025-11-07 FTXL FIRST TR EXCHANGE TRADED FD2.4K shares-14.56%2025-09-302025-11-07 XLP SELECT SECTOR SPDR TR3.5K shares-3.92%2025-09-302025-11-07 VIS VANGUARD WORLD FD900 sharesnew addition2025-09-302025-11-07 QUAL ISHARES TR1.3K shares-5.21%2025-09-302025-11-07 HIG HARTFORD INSURANCE GROUP INC2.0K sharesnew addition2025-09-302025-11-07 AMGN AMGEN INC918 shares-16.47%2025-09-302025-11-07 UNP UNION PAC CORP1.1K shares0.00%2025-09-302025-11-07 BLK BLACKROCK INC220 sharesnew addition2025-09-302025-11-07 RQI COHEN & STEERS QUALITY INCOM20.3K shares0.00%2025-09-302025-11-07 NXP NUVEEN SELECT TAX-FREE INCOM17.3K shares-13.72%2025-09-302025-11-07 AEP AMERICAN ELEC PWR CO INC2.2K shares-19.65%2025-09-302025-11-07 IEFA ISHARES TR2.8K shares1.61%2025-09-302025-11-07 CLH CLEAN HARBORS INC1.0K shares8.56%2025-09-302025-11-07 SHLD GLOBAL X FDS3.3K sharesnew addition2025-09-302025-11-07 MSCI MSCI INC406 shares2.01%2025-09-302025-11-07 BIL SPDR SERIES TRUST2.5K shares0.40%2025-09-302025-11-07 VGM INVESCO TR INVT GRADE MUNS22.5K shares0.00%2025-09-302025-11-07 KO COCA COLA CO3.4K shares-11.22%2025-09-302025-11-07 HTGC HERCULES CAPITAL INC12.0K shares0.00%2025-09-302025-11-07 ORCL ORACLE CORP806 shares-19.56%2025-09-302025-11-07 PVI INVESCO EXCH TRADED FD TR II9.0K shares-17.42%2025-09-302025-11-07 ETN EATON CORP PLC590 sharesnew addition2025-09-302025-11-07 LEO BNY MELLON STRATEGIC MUNS IN35.3K shares-6.99%2025-09-302025-11-07 NOW SERVICENOW INC237 shares1.28%2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC4.9K shares0.12%2025-09-302025-11-07 CRWD CROWDSTRIKE HLDGS INC431 shares0.70%2025-09-302025-11-07 LMT LOCKHEED MARTIN CORP416 sharesnew addition2025-09-302025-11-07 CVX CHEVRON CORP NEW1.3K shares-18.48%2025-09-302025-11-07 FXO FIRST TR EXCHANGE TRADED FD3.4K sharesnew addition2025-09-302025-11-07 PMM PUTNAM MANAGED MUN INCOME TR31.1K shares0.00%2025-09-302025-11-07 EXG EATON VANCE TAX-MANAGED GLOB17.3K shares0.00%2025-09-302025-11-07 ABR ARBOR REALTY TRUST INC10.7K shares-21.40%2025-09-302025-11-07 SPFF GLOBAL X FDS10.0K shares0.00%2025-09-302025-11-07 MFM MFS MUN INCOME TR11.7K shares-10.00%2025-09-302025-11-07 AGL AGILON HEALTH INC34.8K shares0.00%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available