WealthBridge Capital Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$348M
Signature - Title
Robert Faulkner - Chief Compliance Officer
Location
Westerville, OH
Summary
This page shows a list of all the recent 13F filings made by WealthBridge Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WealthBridge Capital Management, LLC reported 209 stock holdings with total value $348M as of Q3 2024. Top holdings included IVV, RSP, SPY, BRKB, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 209 $348M +$31.7M -$2.91M +$28.8M IVV, RSP, SPY, BRKB, AAPL 13F-HR 10/7/2024, 10:04 AM
Q2 2024 186 $302M +$14M -$12.6M +$1.37M IVV, SPY, RSP, BRKB, AAPL 13F-HR 8/2/2024, 02:34 PM
Q1 2024 192 $297M +$17.9M -$5.51M +$12.4M IVV, RSP, SPY, BRKB, AAPL 13F-HR 4/30/2024, 11:22 AM
Q4 2023 182 $267M +$9.66M -$8.51M +$1.15M IVV, RSP, SPY, BRKB, AAPL 13F-HR 2/12/2024, 09:13 AM
Q3 2023 177 $242M +$12.9M -$9.71M +$3.21M IVV, RSP, SPY, BRKB, AAPL 13F-HR 11/8/2023, 08:50 AM
Q2 2023 182 $250M +$6.64M -$23.1M -$16.5M IVV, RSP, SPY, AAPL, BRKB 13F-HR 8/1/2023, 10:55 AM
Q1 2023 190 $251M +$9.93M -$11.3M -$1.34M IVV, RSP, SPY, BTT, BRKB 13F-HR 5/10/2023, 05:40 PM
Q4 2022 196 $239M +$14.2M -$11.6M +$2.6M IVV, RSP, SPY, BRKB, BTT 13F-HR 1/31/2023, 12:15 PM
Q3 2022 197 $222M $0 $0 IVV, SPY, RSP, BTT, BRKB 13F-HR 11/14/2022, 12:16 PM
Q2 2022 197 $234M +$29.4M -$15.8M +$13.5M IVV, SPY, RSP, BTT, BRKB 13F-HR 8/12/2022, 09:51 AM
Q1 2022 186 $267M +$22.8M -$9.72M +$13M IVV, SPY, BRKB, RSP, BTT 13F-HR 4/15/2022, 02:03 PM
Q4 2021 167 $268M +$10.1M -$28.4M -$18.4M IVV, SPY, RSP, BTT, AAPL 13F-HR 2/11/2022, 10:09 AM
Q3 2021 168 $268M +$7.35M -$10.9M -$3.52M IVV, SPY, BTT, RSP, BRKB 13F-HR 11/12/2021, 01:35 PM
Q2 2021 163 $275M +$16.4M -$4.04M +$12.4M IVV, SPY, BTT, RSP, BRKB 13F-HR 8/16/2021, 01:23 PM
Q1 2021 157 $245M +$11.7M -$4.44M +$7.31M IVV, SPY, RSP, BTT, BRKB 13F-HR 5/17/2021, 07:41 AM
Q4 2020 147 $228M +$18.6M -$3.62M +$15M IVV, SPY, BTT, RSP, AAPL 13F-HR 2/11/2021, 05:33 PM
Q3 2020 131 $195M +$15.4M -$7.16M +$8.27M IVV, SPY, BTT, RSP, AMZN 13F-HR 11/13/2020, 04:20 PM
Q2 2020 118 $176M +$10.6M -$6.15M +$4.45M IVV, SPY, BTT, RSP, AMZN Restatement 8/14/2020, 03:54 PM
Q1 2020 116 $144M +$30.5M -$14M +$16.5M SPY, IVV, RSP, BTT, BRKB 13F-HR 5/14/2020, 06:20 PM
Q4 2019 126 $154M +$8.41M -$3.46M +$4.95M RSP, SPY, BRKB, BTT, IVV 13F-HR 2/12/2020, 02:57 PM
Q3 2019 123 $139M +$15.5M -$4.62M +$10.9M RSP, SPY, BRKB, BTT, IVV 13F-HR 11/14/2019, 05:23 PM
Q2 2019 111 $93.9M +$2.22M -$32.5M -$30.3M RSP, SPY, BRKB, BTT, FDN 13F-HR 8/13/2019, 05:00 PM
Q1 2019 961 $156M +$11.4M -$4.57M +$6.87M RSP, SPY, BRKB, BTT, FDN 13F-HR 5/14/2019, 08:56 PM
Q4 2018 933 $131M $0 $0 RSP, SPY, BRKB, BTT, FDN 13F-HR 2/14/2019, 11:39 AM