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Wealthbridge Investment Counsel Inc. Top Holdings and 13F Report (2025)

About Wealthbridge Investment Counsel Inc.

Investment Activity

  • Wealthbridge Investment Counsel Inc. has $274.77 thousand in total holdings as of March 31, 2025.
  • Wealthbridge Investment Counsel Inc. owns shares of 47 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 2.44% of the portfolio was purchased this quarter.
  • About 0.50% of the portfolio was sold this quarter.
  • This quarter, Wealthbridge Investment Counsel Inc. has purchased 46 new stocks and bought additional shares in 26 stocks.
  • Wealthbridge Investment Counsel Inc. sold shares of 16 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Visa
$13,729
Oracle
$10,864

Largest New Holdings this Quarter

30303M102 - Meta Platforms
$730 Holding

Largest Purchases this Quarter

Micron Technology
14,085 shares (about $1.22K)
Meta Platforms
1,267 shares (about $730.00)
VanEck Semiconductor ETF
3,300 shares (about $697.83)
Adobe
1,400 shares (about $536.93)
MSCI
920 shares (about $520.20)

Largest Sales this Quarter

Intel
20,000 shares (about $454.30)
Constellation Brands
1,105 shares (about $202.80)
The Goldman Sachs Group
337 shares (about $184.10)
JPMorgan Chase & Co.
455 shares (about $111.61)
Gilead Sciences
800 shares (about $89.64)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealthbridge Investment Counsel Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$14,995$112 -0.7%61,1315.5%Finance
Visa Inc. stock logo
V
Visa
$13,729$2 0.0%39,1745.0%Business Services
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$12,730$184 -1.4%23,3034.6%Finance
Oracle Co. stock logo
ORCL
Oracle
$10,864$11 0.1%77,7054.0%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$10,7050.0%130,9753.9%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,572$18 0.2%55,5663.8%Retail/Wholesale
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$9,859$48 -0.5%225,6103.6%Finance
MetLife, Inc. stock logo
MET
MetLife
$9,688$36 -0.4%120,6603.5%Finance
Apple Inc. stock logo
AAPL
Apple
$9,664$21 -0.2%43,5043.5%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$9,184$449 5.1%33,7853.3%Industrials
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$9,027$383 4.4%128,5653.3%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$8,575$13 -0.2%64,6433.1%Medical
Citigroup Inc. stock logo
C
Citigroup
$8,078$4 0.0%113,7842.9%Finance
Labcorp Holdings
$7,960$41 0.5%34,2012.9%Common Stock
AbbVie Inc. stock logo
ABBV
AbbVie
$7,876$72 0.9%37,5912.9%Medical
FedEx Co. stock logo
FDX
FedEx
$7,794$11 -0.1%31,9702.8%Transportation
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$7,777$90 -1.1%69,4052.8%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$7,687$29 0.4%85,6352.8%Medical
Starbucks Co. stock logo
SBUX
Starbucks
$7,099$39 0.6%72,3682.6%Retail/Wholesale
Medtronic plc stock logo
MDT
Medtronic
$7,071$193 2.8%78,6852.6%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$6,820$118 1.8%18,1682.5%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$6,397$42 0.7%64,8112.3%Consumer Discretionary
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$6,376$44 -0.7%12,4522.3%Aerospace
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,978$25 0.4%131,8002.2%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$5,716$132 2.4%11,4872.1%Medical
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$5,448$102 1.9%26,0282.0%Aerospace
Owens Corning stock logo
OC
Owens Corning
$5,430$180 3.4%38,0202.0%Construction
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$5,061$164 3.4%111,8201.8%ETF
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$4,725$203 -4.1%25,7451.7%Consumer Staples
The Coca-Cola Company stock logo
KO
Coca-Cola
$4,503$21 -0.5%62,8751.6%Consumer Staples
ConocoPhillips stock logo
COP
ConocoPhillips
$3,339$294 9.7%31,7901.2%Energy
Global X Cybersecurity ETF stock logo
BUG
Global X Cybersecurity ETF
$3,150$32 1.0%97,4001.1%Manufacturing
Danaher Co. stock logo
DHR
Danaher
$3,123$46 -1.5%15,2351.1%Medical
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$2,559$427 20.1%35,3200.9%ETF
LyondellBasell Industries stock logo
LYB
LyondellBasell Industries
$2,382$30 -1.2%33,8350.9%Basic Materials
Micron Technology, Inc. stock logo
MU
Micron Technology
$2,161$1,224 130.5%24,8750.8%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$1,857$537 40.7%4,8420.7%Computer and Technology
MSCI Inc. stock logo
MSCI
MSCI
$1,672$520 45.2%2,9570.6%Finance
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,531$698 83.8%7,2400.6%Manufacturing
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,158$48 -4.0%2,0710.4%Finance
iShares Europe ETF stock logo
IEV
iShares Europe ETF
$1,0880.0%18,7000.4%ETF
Intel Co. stock logo
INTC
Intel
$1,029$454 -30.6%45,3000.4%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$733$168 29.7%12,0800.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$730$730 New Holding1,2670.3%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$3460.0%6320.1%Business Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$275$60 27.9%1,3770.1%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$2450.0%1,2150.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
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