WealthBridge Capital Management, LLC

Q4 2024 13F Holdings

  • Location
    westerville, OH
  • Num holdings

    200

  • Value ($000)

    $360,000

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0001767313
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$35.18M
10 %

59,756

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$18.44M
5 %

105,248

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$17.37M
5 %

29,631

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$15.30M
4 %

33,759

BKLC
BKLC

BNY MELLON ETF TRUST

US LRG CP CORE
$14.63M
4 %

130,518

AAPL
AAPL

APPLE INC

COM
$13.84M
4 %

55,285

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$12.27M
3 %

24,004

AMZN
AMZN

AMAZON COM INC

COM
$11.20M
3 %

51,051

NVDA
NVDA

NVIDIA CORPORATION

COM
$7.24M
2 %

53,943

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$7.05M
2 %

55,240

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