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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 $272.50 thousand in total holdings as of December 31, 2024.
  • Wealthbridge Investment Counsel Inc. owns shares of 46 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 0.33% of the portfolio was purchased this quarter.
  • About 2.31% of the portfolio was sold this quarter.
  • This quarter, Wealthbridge Investment Counsel Inc. has purchased 47 new stocks and bought additional shares in 13 stocks.
  • Wealthbridge Investment Counsel Inc. sold shares of 22 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Oracle
$12,935
Visa
$12,382
Amazon.com
$12,170

Largest Purchases this Quarter

Micron Technology
2,540 shares (about $213.75)
VanEck Semiconductor ETF
600 shares (about $145.28)
Adobe
250 shares (about $111.20)
AbbVie
500 shares (about $88.86)
Vanguard FTSE Emerging Markets ETF
1,650 shares (about $72.67)

Largest Sales this Quarter

Oracle
4,500 shares (about $749.86)
Visa
575 shares (about $181.72)
Eaton
500 shares (about $165.94)
Apple
571 shares (about $143.00)
The Goldman Sachs Group
220 shares (about $125.98)

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.
$14,763$84 -0.6%61,5865.4%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$13,537$126 -0.9%23,6405.0%Finance
Oracle Co. stock logo
ORCL
Oracle
$12,935$750 -5.5%77,6254.7%Computer and Technology
Visa Inc. stock logo
V
Visa
$12,382$182 -1.4%39,1794.5%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,170$29 0.2%55,4714.5%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$10,918$143 -1.3%43,5974.0%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$10,665$166 -1.5%32,1353.9%Industrial Products
MetLife, Inc. stock logo
MET
MetLife
$9,916$16 -0.2%121,1103.6%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$9,903$38 -0.4%130,9753.6%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$9,481$21 -0.2%226,7103.5%Finance
FedEx Co. stock logo
FDX
FedEx
$9,0070.0%32,0153.3%Transportation
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$8,487$6 -0.1%85,3103.1%Medical
Citigroup Inc. stock logo
C
Citigroup
$8,0060.0%113,7342.9%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$7,813$54 0.7%123,1052.9%ETF
Labcorp Holdings
$7,8030.0%34,0262.9%Common Stock
Microsoft Co. stock logo
MSFT
Microsoft
$7,525$42 -0.6%17,8532.8%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$7,323$28 -0.4%64,7432.7%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$7,169$11 -0.2%64,3862.6%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$6,619$89 1.4%37,2462.4%Medical
Starbucks Co. stock logo
SBUX
Starbucks
$6,567$31 -0.5%71,9682.4%Retail/Wholesale
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$6,485$37 -0.6%70,2052.4%Medical
Owens Corning stock logo
OC
Owens Corning
$6,261$43 -0.7%36,7602.3%Construction
Medtronic plc stock logo
MDT
Medtronic
$6,1140.0%76,5402.2%Medical
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$5,934$18 -0.3%26,8502.2%Consumer Staples
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$5,8830.0%12,5372.2%Aerospace
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$5,838$55 0.9%11,2222.1%Medical
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$5,371$37 -0.7%25,5432.0%Aerospace
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,249$18 -0.3%131,2501.9%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$4,765$73 1.5%108,1951.7%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,933$47 -1.2%63,1751.4%Consumer Staples
Danaher Co. stock logo
DHR
Danaher
$3,5490.0%15,4601.3%Multi-Sector Conglomerates
Global X Cybersecurity ETF stock logo
BUG
Global X Cybersecurity ETF
$3,0930.0%96,4001.1%Manufacturing
ConocoPhillips stock logo
COP
ConocoPhillips
$2,8750.0%28,9901.1%Oils/Energy
LyondellBasell Industries stock logo
LYB
LyondellBasell Industries
$2,544$19 -0.7%34,2600.9%Basic Materials
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$2,090$49 2.4%29,4200.8%ETF
Adobe Inc. stock logo
ADBE
Adobe
$1,531$111 7.8%3,4420.6%Computer and Technology
Intel Co. stock logo
INTC
Intel
$1,309$17 -1.3%65,3000.5%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,264$21 1.6%2,1570.5%Finance
MSCI Inc. stock logo
MSCI
MSCI
$1,222$60 5.2%2,0370.4%Finance
iShares Europe ETF stock logo
IEV
iShares Europe ETF
$9740.0%18,7000.4%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$954$145 18.0%3,9400.4%Manufacturing
Micron Technology, Inc. stock logo
MU
Micron Technology
$908$214 30.8%10,7900.3%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$535$2 0.4%9,3150.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$3330.0%6320.1%Business Services
Analog Devices, Inc. stock logo
ADI
Analog Devices
$2580.0%1,2150.1%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$238$7 2.9%1,0770.1%Finance
CVS Health Co. stock logo
CVS
CVS Health
$0$4,411 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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