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| Name: |
WealthBridge Capital Management LLC |
| City: |
WESTERVILLE |
| State: |
OH |
| Zip: |
43082 |
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data |
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| Holdings
Found :
26 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XLV |
SPDR Select Sector Health |
36 |
- |
$143.59 |
$1,881,000 |
12,734 |
0.63% |
144,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
BRK.A |
Berkshire Hathaway Inc |
51 |
- |
$622,000.00 |
$1,269,000 |
2 |
0.43% |
184,000 |
0 |
0 |
Property & Casualty I... |
|
|
MCD |
McDonalds Corp |
64 |
- |
$275.00 |
$849,000 |
3,010 |
0.29% |
-43,000 |
0 |
0 |
Restaurants |
|
|
PSL |
Invesco Dwa Consumer Staple... |
67 |
- |
$94.19 |
$807,000 |
8,261 |
0.27% |
51,000 |
0 |
0.65 |
N/A |
|
|
ABT |
Abbott Laboratories |
76 |
- |
$104.74 |
$713,000 |
6,277 |
0.24% |
22,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
PDP |
Invesco DWA Momentum ETF |
90 |
- |
$96.56 |
$555,000 |
5,622 |
0.19% |
74,000 |
0 |
0.025 |
Closed - End Fund - E... |
|
|
PFFD |
Global X Us Preferred Etf |
93 |
- |
$0.00 |
$532,000 |
26,400 |
0.18% |
20,000 |
0 |
0.03 |
N/A |
|
|
HD |
Home Depot Inc |
94 |
- |
$346.43 |
$530,000 |
1,381 |
0.18% |
51,000 |
0 |
0 |
Home Improvement Stores |
|
|
VEEV |
Veeva Systems Inc |
95 |
- |
$203.78 |
$506,000 |
2,184 |
0.17% |
86,000 |
0 |
0.002 |
Healthcare Informatio... |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
103 |
- |
$84.71 |
$463,000 |
5,484 |
0.16% |
51,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
SPHQ |
Powershares S&P 500 High Q |
107 |
- |
$60.12 |
$446,000 |
7,380 |
0.15% |
47,000 |
0 |
0.007 |
Closed - End Fund - Debt |
|
|
CEF |
Sprott Physical Gold & Silv... |
120 |
- |
$22.04 |
$353,000 |
17,358 |
0.12% |
21,000 |
0 |
0.007 |
N/A |
|
|
JKF |
iShares Morningstar Large V... |
137 |
- |
$76.09 |
$283,000 |
3,680 |
0.1% |
23,000 |
0 |
0.008 |
Closed - End Fund - E... |
|
|
DTE |
DTE Energy Co |
139 |
- |
$115.49 |
$281,000 |
2,505 |
0.09% |
5,000 |
0 |
0.001 |
Electric Utilities |
|
|
FTC |
First Trust Large Cap Growt... |
141 |
- |
$121.13 |
$272,000 |
2,209 |
0.09% |
30,000 |
0 |
0.019 |
Closed - End Fund - Debt |
|
|
UNP |
Union Pacific Corp |
144 |
- |
$247.40 |
$268,000 |
1,089 |
0.09% |
1,000 |
0 |
0 |
Railroads |
|
|
MSCI |
Msci Inc |
148 |
- |
$485.16 |
$254,000 |
454 |
0.09% |
-3,000 |
0 |
0.001 |
Business Services |
|
|
SWK |
Stanley Black & Decker Inc |
156 |
- |
$89.84 |
$244,000 |
2,491 |
0.08% |
0 |
0 |
0 |
Small Tools & Accesso... |
|
|
VOT |
Van Kampen Municipal Opport... |
165 |
- |
$230.36 |
$235,000 |
997 |
0.08% |
16,000 |
0 |
0.019 |
Closed - End Fund - Debt |
|
|
WFC.PL |
Wells Fargo & Co. Prfd L |
173 |
- |
$1,169.00 |
$224,000 |
184 |
0.08% |
5,000 |
0 |
0 |
N/A |
|
|
THO |
Thor Industries Inc |
175 |
- |
$99.81 |
$222,000 |
1,895 |
0.07% |
-2,000 |
0 |
0 |
Recreational Vehicles |
|
|
HTGC |
Hercules Technology Growth ... |
176 |
- |
$19.90 |
$221,000 |
12,000 |
0.07% |
21,000 |
0 |
0.01 |
Asset Management |
|
|
AGL |
Agilon Health, Inc. |
181 |
- |
$5.19 |
$212,000 |
34,822 |
0.07% |
-225,000 |
0 |
0.007 |
N/A |
|
|
KO |
Coca-Cola Co |
183 |
- |
$63.26 |
$210,000 |
3,430 |
0.07% |
8,000 |
0 |
0 |
Beverage Soft Drinks... |
|
|
SPFF |
Global X Superincome Preferred |
191 |
- |
$9.11 |
$95,000 |
10,000 |
0.03% |
4,000 |
0 |
0.06 |
N/A |
|
|
MFM |
MFS Municipal Income Trust |
192 |
- |
$5.26 |
$70,000 |
13,000 |
0.02% |
3,000 |
0 |
0.032 |
Closed - End Fund - Debt |
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