Portfolio (Quarterly)
Guide ↗
WealthBridge Capital Management, LLC
· CIK 0001767313| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | — | 8,966 | $990K | 0.23% | SOLD |
| 2 | AES | AES CORP | Utilities | 36,435 | $513K | 0.12% | SOLD |
| 3 | SPYM | SPDR SERIES TRUST | — | 5,290 | $405K | 0.09% | SOLD |
| 4 | BLK | BLACKROCK INC | Financial Services | 407 | $391K | 0.09% | SOLD |
| 5 | IDOG | ALPS ETF TR | — | 9,365 | $390K | 0.09% | SOLD |
| 6 | — | LEIDOS HOLDINGS INC | — | 2,268 | $353K | 0.08% | SOLD |
| 7 | FXU | FIRST TR EXCHANGE-TRADED FD | — | 7,080 | $351K | 0.08% | SOLD |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,175 | $318K | 0.07% | SOLD |
| 9 | MISL | FIRST TR EXCHANGE-TRADED FD | — | 6,859 | $307K | 0.07% | SOLD |
| 10 | AGG | ISHARES TR | — | 2,587 | $257K | 0.06% | SOLD |
| 11 | ONON | ON HLDG AG | Consumer Cyclical | 6,631 | $226K | 0.05% | SOLD |
| 12 | OKE | ONEOK INC NEW | Energy | 2,254 | $204K | 0.05% | SOLD |
| 13 | DHR | DANAHER CORP DEL | Healthcare | 1,069 | $203K | 0.05% | SOLD |
Sector Allocation
Financial Services
42.1%
Technology
20.8%
Communication Services
8.6%
Consumer Cyclical
8.1%
Industrials
7.8%
Healthcare
6.2%
Energy
2.1%
Consumer Defensive
1.8%
Real Estate
1.4%
Utilities
1.1%