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WealthBridge Investment Counsel Inc.
WealthBridge Investment Counsel Inc. is an institution, managing $324.4M across 46 long positions as of Q3 2025 with JPM as the largest holding (6% allocation).
- Portfolio Value
- $324.4M
- Positions
- 46
- Top Holding
- JPM at 5.75%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WealthBridge Investment Counsel Inc.'s portfolio (42.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Banks - Diversified Financial Services | $18.6M | 5.75% | -$189.3K Sold | 0.00% 59.1K shares | |
Financial - Capital Markets Financial Services | $17.5M | 5.38% | -$577.4K Sold | 0.01% 21.9K shares | |
Software - Infrastructure Technology | $15.8M | 4.87% | -$6.2M Sold | 0.00% 56.2K shares | |
Financial - Credit Services Financial Services | $13.4M | 4.12% | -$42.7K Sold | 0.00% 39.2K shares | |
Industrial - Machinery Industrials | $13.3M | 4.09% | -$69.2K Sold | 0.01% 35.5K shares | |
Specialty Retail Consumer Cyclical | $12.4M | 3.83% | -$75.8K Sold | 0.00% 56.6K shares | |
ETF ETF | $12.1M | 3.74% | — | — 130.0K shares | |
ETF ETF | $11.8M | 3.65% | -$3.2K Sold | — 221.9K shares | |
ETF ETF | $11.7M | 3.60% | +$920.3K Bought | — 146.2K shares | |
Banks - Diversified Financial Services | $11.3M | 3.48% | -$170.0K Sold | 0.01% 111.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WealthBridge Investment Counsel Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+23.43% | |
+21.77% | |
+19.0% | |
+14.04% | |
+8.56% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-28.18% | |
-8.04% | |
-5.35% | |
-3.57% |
Analytics
Portfolio insights and performance metrics for WealthBridge Investment Counsel Inc.
GthenA