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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 $324.39 thousand in total holdings as of September 30, 2025.
  • Wealthbridge Investment Counsel Inc. owns shares of 46 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 1.27% of the portfolio was purchased this quarter.
  • About 3.92% of the portfolio was sold this quarter.
  • This quarter, Wealthbridge Investment Counsel Inc. has purchased 47 new stocks and bought additional shares in 11 stocks.
  • Wealthbridge Investment Counsel Inc. sold shares of 29 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Oracle
$15,806
Visa
$13,374
Eaton
$13,277

Largest Purchases this Quarter

Vanguard FTSE Pacific ETF
13,087 shares (about $1.15K)
Vanguard FTSE Europe ETF
11,533 shares (about $920.35)
Meta Platforms
1,075 shares (about $789.54)
Micron Technology
2,600 shares (about $435.00)
MSCI
500 shares (about $283.73)

Largest Sales this Quarter

Oracle
22,055 shares (about $6.20K)
The Goldman Sachs Group
725 shares (about $577.34)
FedEx
1,100 shares (about $259.37)
Microsoft
487 shares (about $252.25)
Apple
826 shares (about $210.32)

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.
$18,649$189 -1.0%59,1215.7%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$17,462$577 -3.2%21,9285.4%Finance
Oracle Corporation stock logo
ORCL
Oracle
$15,806$6,203 -28.2%56,2004.9%Computer and Technology
Visa Inc. stock logo
V
Visa
$13,374$43 -0.3%39,1774.1%Business Services
Eaton Corporation, PLC stock logo
ETN
Eaton
$13,277$69 -0.5%35,4754.1%Industrials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,420$76 -0.6%56,5663.8%Retail/Wholesale
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$12,1360.0%129,9753.7%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$11,849$3 0.0%221,8953.7%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$11,668$920 8.6%146,2133.6%ETF
Citigroup Inc. stock logo
C
Citigroup
$11,283$170 -1.5%111,1593.5%Financial Services
Apple Inc. stock logo
AAPL
Apple
$10,845$210 -1.9%42,5933.3%Computer and Technology
Labcorp Holdings
$9,974$16 -0.2%34,7463.1%Common Stock
MetLife, Inc. stock logo
MET
MetLife
$9,836$62 -0.6%119,4103.0%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$9,210$252 -2.7%17,7812.8%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$8,876$69 -0.8%38,3362.7%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$8,830$18 0.2%65,9282.7%Medical
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$8,245$92 -1.1%26,9982.5%Aerospace
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$7,602$15 -0.2%12,4772.3%Aerospace
Medtronic PLC stock logo
MDT
Medtronic
$7,601$21 -0.3%79,8102.3%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$7,449$9 -0.1%65,0562.3%Consumer Discretionary
Micron Technology, Inc. stock logo
MU
Micron Technology
$7,165$435 6.5%42,8252.2%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$7,152$58 -0.8%64,4302.2%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$7,011$67 -0.9%83,5352.2%Medical
FedEx Corporation stock logo
FDX
FedEx
$6,996$259 -3.6%29,6702.2%Transportation
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,599$181 2.8%121,8002.0%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$6,463$10 -0.2%76,3932.0%Retail/Wholesale
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$6,056$1,150 23.4%68,9421.9%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,8240.0%132,5101.8%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$5,796$109 1.9%11,9501.8%Medical
Owens Corning Inc stock logo
OC
Owens Corning
$5,453$81 -1.5%38,5451.7%Construction
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,417$790 21.8%6,0141.4%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$4,002$40 -1.0%60,3501.2%Consumer Staples
Global X Cybersecurity ETF stock logo
BUG
Global X Cybersecurity ETF
$3,505$18 0.5%99,6001.1%Manufacturing
ConocoPhillips stock logo
COP
ConocoPhillips
$3,3950.0%35,8901.0%Energy
Danaher Corporation stock logo
DHR
Danaher
$3,210$59 -1.8%16,1901.0%Medical
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$2,831$49 -1.7%8,6750.9%Manufacturing
Adobe Inc. stock logo
ADBE
Adobe
$2,355$79 -3.3%6,6770.7%Computer and Technology
MSCI Inc stock logo
MSCI
MSCI
$2,305$284 14.0%4,0620.7%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,6140.0%8,6500.5%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,329$34 -2.5%1,9950.4%Finance
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,237$198 19.0%17,3270.4%ETF
iShares Europe ETF stock logo
IEV
iShares Europe ETF
$1,159$65 -5.3%17,7000.4%ETF
LyondellBasell Industries N.V. stock logo
LYB
LyondellBasell Industries
$1,122$98 -8.0%22,8850.3%Basic Materials
Mastercard Incorporated stock logo
MA
Mastercard
$3590.0%6320.1%Business Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$340$7 2.2%1,4070.1%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$2990.0%1,2150.1%Computer and Technology
Constellation Brands Inc stock logo
STZ
Constellation Brands
$0$3,749 -100.0%00.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
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