Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: WealthBridge Investment Counsel Inc.
  City: CALGARY
  State: A0
  Zip: T2G0K6
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $269,509,000
  Total Value Change : $19,496,000
  Securities Held Change : 0
   
All Securities Held : 43
  New Positions : 1
  Closed Positions : 1
  Increased Positions : 11
  Unchanged Positions : 5
  Decreased Positions : 26

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 11     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ORCL)1 Year Chart         ORCL Oracle Corp 7 - $124.60 $10,397,000 82,775 3.86% 1,753,000 790 0.003    Application Software
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 8 - $183.13 $9,611,000 53,281 3.57% 1,565,000 325 0.001    Internet Software & S...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 16 - $430.52 $7,242,000 17,213 2.69% 792,000 60 0    Application Software
   (STZ)1 Year Chart         STZ Constellation Brands Inc 18 - $248.94 $7,120,000 26,200 2.64% 812,000 105 0.015    Beverage - Wineries &...
   (C)1 Year Chart         C Citigroup Inc 19 - $63.82 $7,015,000 110,934 2.6% 1,314,000 100 0.005    Domestic Money Center...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 21 - $80.72 $6,528,000 71,426 2.42% -289,000 425 0.006    Specialty Eateries
   (VZ)1 Year Chart         VZ Verizon Communications Inc 27 - $39.79 $5,514,000 131,400 2.05% 571,000 275 0.003    Telecom Services - Do...
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 29 - $225.32 $5,384,000 25,266 2% 94,000 150 0.012    Communication Equipment
   (DHR)1 Year Chart         DHR Danaher Corp 32 - $267.19 $3,942,000 15,785 1.46% 478,000 810 0.002    General Building Mate...
   (LYB)1 Year Chart         LYB LyondellBasell Industries N.V. 35 - $98.52 $3,274,000 32,010 1.21% 259,000 300 0.01    Specialty Chemicals
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 40 - $57.31 $511,000 8,705 0.19% 46,000 425 0.002    Closed - End Fund - F...

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results