Fund HoldingsWealthBridge Capital Management, LLC

Total Portfolio Value
$394.37M
Total Bought
$51.80M
Total Sold
$17.89M
Net Transaction
+$33.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR061,475+61,475038,1709.68%+38,170
ISHARES TR
ULTRA SHORT DUR
086,707+86,70704,3971.11%+4,397
INVESCO QQQ TR026,138+26,138014,4193.66%+14,419
NVIDIA CORPORATION(NVDA)057,017+57,01709,0082.28%+9,008
BNY MELLON ETF TRUST
US LRG CP CORE
0140,671+140,671016,6604.22%+16,660
SPDR S&P 500 ETF TR(SPY)31,61632,207+59117,68619,8995.05%+2,213
AMAZON COM INC(AMZN)052,345+52,345011,4842.91%+11,484
MICROSOFT CORP(MSFT)013,097+13,09706,5141.65%+6,514
ISHARES TR070,165+70,16507,8822.00%+7,882
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
108,462111,111+2,64918,78920,1935.12%+1,404
ISHARES TR
US MANUF ETF
050,794+50,79401,3500.34%+1,350
NETFLIX INC(NFLX)1,5511,958+4071,4462,6220.66%+1,176
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
27,01629,626+2,6103,0564,1191.04%+1,062
ISHARES TR033,701+33,70105,8391.48%+5,839
TEMA ETF TRUST022,775+22,77508940.23%+894
META PLATFORMS INC(META)4,3114,575+2642,4853,3760.86%+891
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
036,288+36,28802,9540.75%+2,954
EMERSON ELEC CO(EMR)035,766+35,76604,7691.21%+4,769
GLOBAL X FDS
US INFR DEV ETF
61,55171,286+9,7352,3223,1070.79%+784
FIRST TR EXCHANGE-TRADED FD15,55519,164+3,6091,8812,6160.66%+735
FIRST TR EXCHANGE-TRADED FD013,570+13,57003,6550.93%+3,655
PACER FDS TR
DATA & DIGI REVO
9,85718,043+8,1864391,0670.27%+629
JPMORGAN CHASE & CO.(JPM)010,795+10,79503,1300.79%+3,130
ISHARES TR04,717+4,71705980.15%+598
ALPHABET INC(GOOG)030,584+30,58405,4251.38%+5,425
AT&T INC(T)018,987+18,98705490.14%+549
PROSHARES TR
PSHS ULTRA QQQ
04,423+4,42305210.13%+521
BROADCOM INC(AVGO)04,460+4,46001,2290.31%+1,229
ALTRIA GROUP INC(MO)07,719+7,71904530.11%+453
QUANTA SVCS INC01,108+1,10804190.11%+419
SELECT SECTOR SPDR TR
ST STR INDL ETF
024,659+24,65903,6380.92%+3,638
VANGUARD INDEX FDS014,977+14,97704,5521.15%+4,552
ISHARES TR06,161+6,16102,6160.66%+2,616
SPDR GOLD TR(GLD)21,10021,245+1456,0806,4761.64%+396
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
21,65229,328+7,6761,1011,4930.38%+392
EXCHANGE TRADED CONCEPTS TRU06,841+6,84103870.10%+387
LAM RESEARCH CORP(LRCX)03,691+3,69103590.09%+359
EMCOR GROUP INC(EME)0640+64003430.09%+343
VANGUARD SPECIALIZED FUNDS029,459+29,45906,0291.53%+6,029
ALPHABET INC(GOOG)08,897+8,89701,5680.40%+1,568
VERTIV HOLDINGS CO(VRT)04,057+4,05705210.13%+521
VANGUARD WHITEHALL FDS55,61556,025+4107,1727,4691.89%+297
AMPHENOL CORP NEW08,607+8,60708500.22%+850
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
02,850+2,85002730.07%+273
HOWMET AEROSPACE INC(HWM)2,7023,336+6343516210.16%+270
ISHARES TR
MSCI USA MIN ETF
51,20153,920+2,7194,7955,0611.28%+266
ISHARES TR
MSCI USA QLT FCT
01,419+1,41902590.07%+259
F5 INC(FFIV)0873+87302570.07%+257
SCHWAB STRATEGIC TR010,505+10,50502570.07%+257
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
26,23028,377+2,1471,5351,7800.45%+245
SERVICENOW INC(NOW)0234+23402410.06%+241
OREILLY AUTOMOTIVE INC(ORLY)1525,085+4,9332184580.12%+241
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
016,033+16,03301,2120.31%+1,212
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
08,706+8,70601,0760.27%+1,076
CLEAN HARBORS INC(CLH)0958+95802210.06%+221
TESLA INC(TSLA)05,949+5,94901,8900.48%+1,890
ORACLE CORP(ORCL)01,002+1,00202190.06%+219
CROWDSTRIKE HLDGS INC(CRWD)0428+42802180.06%+218
GLOBAL X FDS
ARTIFICIAL ETF
04,963+4,96302170.05%+217
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
54,34055,409+1,0691,3151,5260.39%+211
ISHARES TR04,912+4,91206630.17%+663
MICRON TECHNOLOGY INC(MU)01,707+1,70702100.05%+210
INVESTMENT MANAGERS SER TR I
AXS ES NE EC ETF
010,526+10,52608570.22%+857
WISDOMTREE TR(WT)016,671+16,67101,3960.35%+1,396
FIRST TR EXCHANGE-TRADED FD1,7192,203+4842984690.12%+171
ISHARES TR4,4584,45806838410.21%+158
SPDR SERIES TRUST
SP KENSHO FUTR
010,896+10,89608280.21%+828
PROSHARES TR
PSHS ULTRUSS2000
022,114+22,11408330.21%+833
PREFORMED LINE PRODS CO(PLPC)7,6517,65101,0721,2230.31%+151
VEEVA SYS INC(VEEV)2,4882,491+35767170.18%+141
GE AEROSPACE(GE)1,5931,766+1733194550.12%+136
SPDR SERIES TRUST
ST STR SP AERO
2,6602,66004275610.14%+134
VANGUARD INDEX FDS01,295+1,29505680.14%+568
PALO ALTO NETWORKS INC(PANW)03,196+3,19606540.17%+654
ON HLDG AG(ONON)07,739+7,73904030.10%+403
VISA INC(V)4,3094,560+2511,5101,6190.41%+109
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,347+2,34705940.15%+594
VANGUARD WORLD FD
INF TECH ETF
0786+78605210.13%+521
SCHWAB STRATEGIC TR13,63617,294+3,6583564590.12%+103
FIDELITY MERRIMACK STR TR20,68022,742+2,0629441,0400.26%+96
GOLDMAN SACHS GROUP INC(GS)480495+152623500.09%+88
ISHARES TR05,034+5,03405540.14%+554
SPDR SERIES TRUST
SP KENSHO FINAL
12,17811,409-7696507350.19%+86
ISHARES GOLD TR(IAU)24,46724,46701,4431,5260.39%+83
VANGUARD ADMIRAL FDS INC0759+75903010.08%+301
HOME DEPOT INC(HD)01,484+1,48405440.14%+544
VANGUARD INDEX FDS03,675+3,67501,0280.26%+1,028
WISDOMTREE TR(WT)21,55421,594+402,3672,4410.62%+75
SPDR DOW JONES INDL AVERAGE(DIA)04,245+4,24501,8710.47%+1,871
VANGUARD INDEX FDS01,736+1,73609860.25%+986
ISHARES TR
MSCI USA MMENTM
01,775+1,77504270.11%+427
ASML HOLDING N V
N Y REGISTRY SHS
483479-43203840.10%+64
VANGUARD ADMIRAL FDS INC010,853+10,85301,1390.29%+1,139
FIRST TR EXCH TRADED FD III
ULTRA SHT DUR MU
38,92541,926+3,0017828430.21%+61
MASTERCARD INCORPORATED(MA)5,5265,497-293,0293,0890.78%+60
ISHARES TR3,2103,789+5793383960.10%+57
ISHARES TR02,646+2,64605140.13%+514
SPDR S&P MIDCAP 400 ETF TR(MDY)04,206+4,20602,3830.60%+2,383
INTERNATIONAL BUSINESS MACHS(IBM)1,2911,272-193213750.10%+54
ISHARES TR012,193+12,19302,3830.60%+2,383
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