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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 $360,000,243
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 59,756 $35,176,950 9.77%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 105,248 $18,442,573 5.12%
3.
Spdr S & P 500 Etf Trust
 SPY 29,631 $17,365,976 4.82%
4.
Berkshire Hathaway Inc
 BRK.A 33,759 $15,302,280 4.25%
5.
Bny Mellon Etf Trust
 130,518 $14,625,869 4.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)