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Wealthbridge Investment Counsel Inc. Top Holdings and 13F Report (2026)

About Wealthbridge Investment Counsel Inc.

Investment Activity

  • Wealthbridge Investment Counsel Inc. has $374.54 thousand in total holdings as of June 30, 2026.
  • Wealthbridge Investment Counsel Inc. owns shares of 44 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 2.75% of the portfolio was purchased this quarter.
  • About 2.11% of the portfolio was sold this quarter.
  • This quarter, Wealthbridge Investment Counsel Inc. has purchased 42 new stocks and bought additional shares in 25 stocks.
  • Wealthbridge Investment Counsel Inc. sold shares of 13 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

64110L106 - Netflix
$2,370 Holding
314352105 - FedEx Freight
$1,998 Holding

Largest Purchases this Quarter

Netflix
33,200 shares (about $2.37K)
FedEx Freight
13,233 shares (about $2.00K)
Analog Devices
2,775 shares (about $1.10K)
Palo Alto Networks
2,745 shares (about $936.10)
Meta Platforms
1,470 shares (about $828.08)

Largest Sales this Quarter

Micron Technology
4,880 shares (about $5.63K)
The Goldman Sachs Group
708 shares (about $716.05)
MetLife
6,175 shares (about $522.45)
Abbott Laboratories
2,798 shares (about $253.89)
Citigroup
1,505 shares (about $210.64)

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
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$24,427$31 â–²0.1%275,8926.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$20,943$13 â–¼-0.1%350,8605.6%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$20,358$716 â–¼-3.4%20,1295.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,896$160 â–¼-0.8%57,7285.0%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$16,277$5,633 â–¼-25.7%14,1014.3%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$15,211$211 â–¼-1.4%108,6794.1%Financial Services
Eaton Corporation, PLC stock logo
ETN
Eaton
$15,089$21 â–²0.1%35,4104.0%Industrials
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$14,805$626 â–²4.4%127,9754.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$13,835$101 â–²0.7%58,0463.7%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$13,776$103 â–²0.8%40,1523.7%Business Services
Apple Inc. stock logo
AAPL
Apple
$12,2690.0%42,4013.3%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$11,565$936 â–²8.8%33,9133.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$11,005$55 â–²0.5%85,6402.9%Medical
Labcorp Holdings
$9,867$56 â–²0.6%35,2412.6%Common Stock
AbbVie Inc. stock logo
ABBV
AbbVie
$9,823$88 â–²0.9%39,0362.6%Medical
MetLife, Inc. stock logo
MET
MetLife
$9,495$522 â–¼-5.2%112,2252.5%Finance
FedEx Corporation stock logo
FDX
FedEx
$9,344$27 â–²0.3%29,8402.5%Transportation
The Boeing Company stock logo
BA
Boeing
$8,269$281 â–²3.5%38,1992.2%Aerospace
Starbucks Corporation stock logo
SBUX
Starbucks
$8,214$12 â–²0.1%80,3832.2%Retail/Wholesale
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$8,036$25 â–¼-0.3%63,6052.1%Medical
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$7,874$44 â–²0.6%27,0982.1%Aerospace
Oracle Corporation stock logo
ORCL
Oracle
$7,730$11 â–²0.1%52,7452.1%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$7,479$58 â–²0.8%20,0512.0%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$6,443$138 â–²2.2%12,8521.7%Medical
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$6,385$48 â–²0.8%12,5371.7%Aerospace
Medtronic PLC stock logo
MDT
Medtronic
$6,265$63 â–²1.0%80,0901.7%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,805$828 â–²16.6%10,3051.5%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,776$254 â–¼-4.2%63,6551.5%Medical
Owens Corning Inc stock logo
OC
Owens Corning
$5,752$392 â–²7.3%36,1851.5%Construction
The Walt Disney Company stock logo
DIS
Walt Disney
$5,682$172 â–¼-2.9%59,0311.5%Consumer Discretionary
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$5,624$66 â–¼-1.2%8,5751.5%Manufacturing
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,1600.0%121,8601.4%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$4,762$53 â–¼-1.1%58,6001.3%Consumer Staples
ConocoPhillips stock logo
COP
ConocoPhillips
$3,757$44 â–¼-1.1%36,1351.0%Energy
Danaher Corporation stock logo
DHR
Danaher
$3,154$38 â–¼-1.2%16,5600.8%Medical
MSCI Inc stock logo
MSCI
MSCI
$2,975$451 â–²17.9%5,3120.8%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,456$405 â–²19.8%12,2750.7%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$2,370$2,370 â–²New Holding33,2000.6%Consumer Discretionary
FedEx Freight
$1,998$1,998 â–²New Holding13,2330.5%Common Stock
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,722$65 â–²3.9%20,5610.5%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$1,585$1,102 â–²228.4%3,9900.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,529$6 â–²0.4%2,0480.4%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$4300.0%1,4320.1%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$3250.0%6320.1%Business Services

Showing largest 100 holdings. View all holdings.
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