Loading…
CIK 0001799425 • 7 13F filings • Apr 11, 2025 – Oct 13, 2026
Import this data to Google Sheets with:
=jivedata("wealthbridge-investment-counsel-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Abbott Laboratories | Common Stock | $9K | 2.7%Prev: 1.5% | 65,928 SH | Increased+2,273 SH |
| AbbVie | Common Stock | $9K | 2.7%Prev: 2.6% | 38,336 SH | Decreased-700 SH |
| Adobe | Common Stock | $2K | 0.7% | 6,677 SH | New |
| Amazon.com | Common Stock | $12K | 3.8%Prev: 3.7% | 56,566 SH | Decreased-1,480 SH |
| Analog Devices | Common Stock | $299 | 0.1%Prev: 0.4% | 1,215 SH | Decreased-2,775 SH |
| Apple | Common Stock | $11K | 3.3%Prev: 3.3% | 42,593 SH | Decreased+192 SH |
| Citigroup | Common Stock | $11K | 3.5%Prev: 4.1% | 111,159 SH | Decreased+2,480 SH |
| Coca-Cola | Common Stock | $4K | 1.2%Prev: 1.3% | 60,350 SH | Decreased+1,750 SH |
| ConocoPhillips | Common Stock | $3K | 1.0%Prev: 1.0% | 35,890 SH | Decreased-245 SH |
| Danaher | Common Stock | $3K | 1.0%Prev: 0.8% | 16,190 SH | Increased-370 SH |
| Eaton | Common Stock | $13K | 4.1%Prev: 4.0% | 35,475 SH | Decreased+65 SH |
| FedEx | Common Stock | $7K | 2.2%Prev: 2.5% | 29,670 SH | Decreased-170 SH |
| Gilead Sciences | Common Stock | $7K | 2.2%Prev: 2.1% | 64,430 SH | Decreased+825 SH |
| Global X Cybersecurity Index | ETP | $4K | 1.1% | 99,600 SH | New |
| Goldman Sachs | Common Stock | $17K | 5.4%Prev: 5.4% | 21,928 SH | Decreased+1,799 SH |
| iShares MSCI EAFE | ETP | $12K | 3.7% | 129,975 SH | New |
| iShares MSCI Emerging Market | ETP | $12K | 3.7% | 221,895 SH | New |
| iShares Russell 2000 Index | ETP | $340 | 0.1%Prev: 0.1% | 1,407 SH | Decreased-25 SH |
| iShares S&P Europe 350 | ETP | $1K | 0.4% | 17,700 SH | New |
| JP Morgan Chase | Common Stock | $19K | 5.7%Prev: 5.0% | 59,121 SH | Decreased+1,393 SH |
| L3Harris Technologies | Common Stock | $8K | 2.5%Prev: 2.1% | 26,998 SH | Increased-100 SH |
| Labcorp Holdings | Common Stock | $10K | 3.1%Prev: 2.6% | 34,746 SH | Increased-495 SH |
| LyondellBasell | Common Stock | $1K | 0.3% | 22,885 SH | New |
| Mastercard | Common Stock | $359 | 0.1%Prev: 0.1% | 632 SH | Increased |
| Medtronic | Common Stock | $8K | 2.3%Prev: 1.7% | 79,810 SH | Increased-280 SH |
| Merck | Common Stock | $7K | 2.2%Prev: 2.9% | 83,535 SH | Decreased-2,105 SH |
| Meta Platforms | Common Stock | $4K | 1.4%Prev: 1.5% | 6,014 SH | Decreased-4,291 SH |
| MetLife | Common Stock | $10K | 3.0%Prev: 2.5% | 119,410 SH | Increased+7,185 SH |
| Micron Technology | Common Stock | $7K | 2.2%Prev: 4.3% | 42,825 SH | Decreased+28,724 SH |
| Microsoft | Common Stock | $9K | 2.8%Prev: 2.0% | 17,781 SH | Increased-2,270 SH |
| MSCI | Common Stock | $2K | 0.7%Prev: 0.8% | 4,062 SH | Decreased-1,250 SH |
| Northrop Grumman | Common Stock | $8K | 2.3%Prev: 1.7% | 12,477 SH | Increased-60 SH |
| NVIDIA | Common Stock | $2K | 0.5%Prev: 0.7% | 8,650 SH | Decreased-3,625 SH |
| Oracle | Common Stock | $16K | 4.9%Prev: 2.1% | 56,200 SH | Increased+3,455 SH |
| Owens Corning | Common Stock | $5K | 1.7%Prev: 1.5% | 38,545 SH | Decreased+2,360 SH |
| SPDR S&P 500 | ETP | $1K | 0.4%Prev: 0.4% | 1,995 SH | Decreased-53 SH |
| Starbucks | Common Stock | $6K | 2.0%Prev: 2.2% | 76,393 SH | Decreased-3,990 SH |
| Thermo Fisher Scientific | Common Stock | $6K | 1.8%Prev: 1.7% | 11,950 SH | Decreased-902 SH |
| VanEck Semiconductor Index | ETP | $3K | 0.9%Prev: 1.5% | 8,675 SH | Decreased+100 SH |
| Vanguard FTSE All-World Ex US | ETP | $1K | 0.4%Prev: 0.5% | 17,327 SH | Decreased-3,234 SH |
| Vanguard FTSE Emerging Markets Index | ETP | $7K | 2.0%Prev: 5.6% | 121,800 SH | Decreased-229,060 SH |
| Vanguard FTSE Europe Index | ETP | $12K | 3.6%Prev: 6.5% | 146,213 SH | Decreased-129,679 SH |
| Vanguard FTSE Pacific Index | ETP | $6K | 1.9%Prev: 4.0% | 68,942 SH | Decreased-59,033 SH |
| Verizon Communications | Common Stock | $6K | 1.8%Prev: 1.4% | 132,510 SH | Increased+10,650 SH |
| Visa | Common Stock | $13K | 4.1%Prev: 3.7% | 39,177 SH | Decreased-975 SH |
| Walt Disney | Common Stock | $7K | 2.3%Prev: 1.5% | 65,056 SH | Increased+6,025 SH |
| 13F-HR |
| 0001799425-25-000008 |
| $324K |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001799425-26-000003 | $375K | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001799425-25-000005 | $308K | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001799425-26-000002 | $328K | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001799425-25-000004 | $275K | View |