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Wealthbridge Investment Counsel Inc. Top Holdings and 13F Report (2025)

About Wealthbridge Investment Counsel Inc.

Investment Activity

  • Wealthbridge Investment Counsel Inc. has $308.44 thousand in total holdings as of June 30, 2025.
  • Wealthbridge Investment Counsel Inc. owns shares of 47 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 4.45% of the portfolio was purchased this quarter.
  • About 1.39% of the portfolio was sold this quarter.
  • This quarter, Wealthbridge Investment Counsel Inc. has purchased 47 new stocks and bought additional shares in 28 stocks.
  • Wealthbridge Investment Counsel Inc. sold shares of 14 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Oracle
$17,109
Visa
$13,954
Eaton
$12,730

Largest New Holdings this Quarter

67066G104 - NVIDIA
$1,367 Holding

Largest Purchases this Quarter

Meta Platforms
3,672 shares (about $2.71K)
Micron Technology
15,350 shares (about $1.89K)
Vanguard FTSE Pacific ETF
20,535 shares (about $1.69K)
NVIDIA
8,650 shares (about $1.37K)
Adobe
2,060 shares (about $796.90)

Largest Sales this Quarter

LyondellBasell Industries
8,950 shares (about $517.90)
Gilead Sciences
4,450 shares (about $493.40)
The Goldman Sachs Group
650 shares (about $460.05)
Constellation Brands
2,700 shares (about $439.24)
JPMorgan Chase & Co.
1,410 shares (about $408.78)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealthbridge Investment Counsel Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$17,314$409 -2.3%59,7215.6%Finance
Oracle Corporation stock logo
ORCL
Oracle
$17,109$120 0.7%78,2555.5%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$16,033$460 -2.8%22,6535.2%Finance
Visa Inc. stock logo
V
Visa
$13,954$45 0.3%39,3024.5%Business Services
Eaton Corporation, PLC stock logo
ETN
Eaton
$12,730$669 5.5%35,6604.1%Industrials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,486$295 2.4%56,9114.0%Retail/Wholesale
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$11,618$89 -0.8%129,9753.8%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$10,707$176 -1.6%221,9553.5%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$10,438$474 4.8%134,6803.4%ETF
MetLife, Inc. stock logo
MET
MetLife
$9,663$40 -0.4%120,1603.1%Finance
Citigroup Inc. stock logo
C
Citigroup
$9,604$81 -0.8%112,8343.1%Financial Services
Labcorp Holdings
$9,136$158 1.8%34,8013.0%Common Stock
Microsoft Corporation stock logo
MSFT
Microsoft
$9,087$50 0.6%18,2682.9%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$8,949$156 1.8%65,7932.9%Medical
Apple Inc. stock logo
AAPL
Apple
$8,908$17 -0.2%43,4192.9%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$8,077$40 0.5%65,1312.6%Consumer Discretionary
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$7,202$493 -6.4%64,9552.3%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$7,172$194 2.8%38,6362.3%Medical
Starbucks Corporation stock logo
SBUX
Starbucks
$7,011$380 5.7%76,5132.3%Retail/Wholesale
FedEx Corporation stock logo
FDX
FedEx
$6,994$273 -3.8%30,7702.3%Transportation
Medtronic PLC stock logo
MDT
Medtronic
$6,977$118 1.7%80,0352.3%Medical
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$6,847$319 4.9%27,2982.2%Aerospace
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$6,676$103 -1.5%84,3352.2%Medical
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$6,251$25 0.4%12,5022.0%Aerospace
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$5,859$328 5.9%118,4501.9%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,734$31 0.5%132,5101.9%Computer and Technology
Owens Corning Inc stock logo
OC
Owens Corning
$5,380$151 2.9%39,1201.7%Construction
Micron Technology, Inc. stock logo
MU
Micron Technology
$4,958$1,892 61.7%40,2251.6%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,754$96 2.1%11,7251.5%Medical
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$4,590$1,688 58.1%55,8551.5%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$4,312$136 -3.1%60,9501.4%Consumer Staples
Constellation Brands Inc stock logo
STZ
Constellation Brands
$3,749$439 -10.5%23,0451.2%Consumer Staples
Global X Cybersecurity ETF stock logo
BUG
Global X Cybersecurity ETF
$3,677$63 1.7%99,1001.2%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,645$2,710 289.8%4,9391.2%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$3,257$248 8.2%16,4901.1%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$3,221$368 12.9%35,8901.0%Energy
Adobe Inc. stock logo
ADBE
Adobe
$2,670$797 42.5%6,9020.9%Computer and Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$2,461$442 21.9%8,8250.8%Manufacturing
MSCI Inc stock logo
MSCI
MSCI
$2,054$349 20.5%3,5620.7%Finance
LyondellBasell Industries N.V. stock logo
LYB
LyondellBasell Industries
$1,440$518 -26.5%24,8850.5%Basic Materials
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,367$1,367 New Holding8,6500.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,264$15 -1.2%2,0460.4%Finance
iShares Europe ETF stock logo
IEV
iShares Europe ETF
$1,1830.0%18,7000.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$979$167 20.5%14,5600.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$3550.0%6320.1%Business Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2970.0%1,3770.1%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$2890.0%1,2150.1%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$0$1,029 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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