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Home > Institutional Investor > Wealthbridge Investment Counsel Inc. > Profile

Instuitional Investor - Wealthbridge Investment Counsel Inc.

Fund Profile
Filing Period:
Fund Name: Wealthbridge Investment Counsel Inc.
Portfolio Value $272,499
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 61,586 $14,763 5.41%
2.
Goldman Sachs Group Inc
 GS 23,640 $13,537 4.96%
3.
Oracle Corp
 ORCL 77,625 $12,935 4.74%
4.
Visa Inc.
 V 39,179 $12,382 4.54%
5.
Amazon Com Inc
 AMZN 55,471 $12,170 4.46%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)