Sponsored
The Analysis of WealthBridge Investment Counsel Inc.'s Holdings & P&L
Currently, WealthBridge Investment Counsel Inc. holds 42 types of securities in its portfolio with a total value $327.6K. In the most recent quarter, they have increased their positions in BA (+36.9K shares, valued at $7.3K), VGK (+8.2K shares, valued at $679.3078115133084), PANW (+2.2K shares, valued at $349.50782854209444); decreased their positions in MU (-22.5K shares, valued at $7.6K), DIS (-3.1K shares, valued at $302.1550122490587), GS (-355 shares, valued at $300.3282622258483); initiated new positions in BA (+36.9K shares, valued at $7.3K).
1M P&L
+14.8M+4.87%
3M P&L
+12.9M+4.23%
HY P&L
+36.3M+12.86%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A60.2K
21.1%
2Aerospace & Defense25.1K
8.8%
3Software - Infrastructure20.1K
7.0%
Top Industries by Stock Count
1N/A7 stocks
18.4%
2Semiconductors3 stocks
7.9%
3Aerospace & Defense3 stocks
7.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VGK
3.08%Vanguard FTSE Europe Index
Shares275.5K
Event2026-03-31
Filed2026-04-08
VWO
1.38%Vanguard FTSE Emerging Markets Index
Shares351.1K
Event2026-03-31
Filed2026-04-08
GS
-1.68%Goldman Sachs
Shares20.8K
Event2026-03-31
Filed2026-04-08
JPM
-0.83%JP Morgan Chase
Shares58.2K
Event2026-03-31
Filed2026-04-08
Eaton
-0.66%Eaton
Shares35.4K
Event2026-03-31
Filed2026-04-08
Citigroup
-0.74%Citigroup
Shares110.2K
Event2026-03-31
Filed2026-04-08
V
0.43%Visa
Shares39.9K
Event2026-03-31
Filed2026-04-08
AMZN
1.24%Amazon.com
Shares57.6K
Event2026-03-31
Filed2026-04-08
VPL
2.85%Vanguard FTSE Pacific Index
Shares122.6K
Event2026-03-31
Filed2026-04-08
AAPL
-0.38%Apple
Shares42.4K
Event2026-03-31
Filed2026-04-08
FDX
0.00%FedEx
Shares29.8K
Event2026-03-31
Filed2026-04-08
Merck
1.22%Merck
Shares85.2K
Event2026-03-31
Filed2026-04-08
LH
0.53%Labcorp Holdings
Shares35.0K
Event2026-03-31
Filed2026-04-08
LHX
-0.65%L3Harris Technologies
Shares26.9K
Event2026-03-31
Filed2026-04-08
GILD
-0.82%Gilead Sciences
Shares63.8K
Event2026-03-31
Filed2026-04-08
NOC
-1.74%Northrop Grumman
Shares12.4K
Event2026-03-31
Filed2026-04-08
ABBV
0.52%AbbVie
Shares38.7K
Event2026-03-31
Filed2026-04-08
MET
-0.92%MetLife
Shares118.4K
Event2026-03-31
Filed2026-04-08
ORCL
-1.31%Oracle
Shares52.7K
Event2026-03-31
Filed2026-04-08
MSFT
2.55%Microsoft
Shares19.9K
Event2026-03-31
Filed2026-04-08
BA
NewBoeing
Shares36.9K
Event2026-03-31
Filed2026-04-08
SBUX
0.56%Starbucks
Shares80.3K
Event2026-03-31
Filed2026-04-08
Medtronic
-0.31%Medtronic
Shares79.3K
Event2026-03-31
Filed2026-04-08
ABT
0.38%Abbott Laboratories
Shares66.5K
Event2026-03-31
Filed2026-04-08
MU
-54.26%Micron Technology
Shares19.0K
Event2026-03-31
Filed2026-04-08
TMO
1.51%Thermo Fisher Scientific
Shares12.6K
Event2026-03-31
Filed2026-04-08
VZ
-3.50%Verizon Communications
Shares121.9K
Event2026-03-31
Filed2026-04-08
DIS
-4.90%Walt Disney
Shares60.8K
Event2026-03-31
Filed2026-04-08
META
7.09%Meta Platforms
Shares8.8K
Event2026-03-31
Filed2026-04-08
PANW
7.52%Palo Alto Networks
Shares31.2K
Event2026-03-31
Filed2026-04-08
COP
-0.10%ConocoPhillips
Shares36.6K
Event2026-03-31
Filed2026-04-08
KO
-1.82%Coca-Cola
Shares59.3K
Event2026-03-31
Filed2026-04-08
OC
-2.10%Owens Corning
Shares33.7K
Event2026-03-31
Filed2026-04-08
SMH
0.00%VanEck Semiconductor Index
Shares8.7K
Event2026-03-31
Filed2026-04-08
DHR
0.00%Danaher
Shares16.8K
Event2026-03-31
Filed2026-04-08
MSCI
-3.22%MSCI
Shares4.5K
Event2026-03-31
Filed2026-04-08
NVDA
16.15%NVIDIA
Shares10.3K
Event2026-03-31
Filed2026-04-08
VEU
5.02%Vanguard FTSE All-World Ex US
Shares19.8K
Event2026-03-31
Filed2026-04-08
SPY
1.54%SPDR S&P 500
Shares2.0K
Event2026-03-31
Filed2026-04-08
ADI
0.00%Analog Devices
Shares1.2K
Event2026-03-31
Filed2026-04-08
IWM
2.14%iShares Russell 2000 Index
Shares1.4K
Event2026-03-31
Filed2026-04-08
MA
0.00%Mastercard
Shares632
Event2026-03-31
Filed2026-04-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available