Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHBRIDGE CAPITAL MANAGEMENT LLC | 08-02-2024 | 06-30-2024 | 187 | 303,977,719 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $28,794,987 | 52,620 | 0.01 | 0.01 | 648 | 1.25 | 06-30-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $16,089,212 | 29,564 | 0.01 | 0.01 | -968 | -3.17 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 3 | $15,568,343 | 94,767 | 0.01 | 0.01 | -1,316 | -1.37 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $13,726,246 | 33,742 | 0.00 | 0.00 | 76 | 0.23 | 06-30-2024 |
