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Home > Institutional Investor > Wealthbridge Capital Management, Llc > Profile

Instuitional Investor - Wealthbridge Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Wealthbridge Capital Management, Llc
Portfolio Value $266,854,572
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 49,556 $23,669,637 8.86%
2.
Invesco Exchange Traded Fd T
 101,011 $15,939,614 5.97%
3.
Spdr S & P 500 Etf Trust
 SPY 30,443 $14,469,781 5.42%
4.
Berkshire Hathaway Inc
 BRK.A 33,812 $12,059,388 4.51%
5.
Apple Inc.
 AAPL 60,117 $11,574,380 4.33%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)