Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHBRIDGE CAPITAL MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 182 | 266,854,572 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $23,669,637 | 49,556 | 0.01 | 0.01 | 2,591 | 5.52 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2 | $15,939,614 | 101,011 | 0.01 | 0.01 | -611 | -0.60 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $14,469,781 | 30,443 | 0.01 | 0.01 | 797 | 2.69 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $12,059,388 | 33,812 | 0.00 | 0.00 | 129 | 0.38 | 12-31-2023 |
