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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 351 | $338,148 | 5,379 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VEEVA SYS INC | CL A COM | 352 | $336,189 | 1,837 | 0.00 | 0.00 | -347 | -15.89 | 06-30-2024 |
| HOME DEPOT INC | COM | 353 | $332,412 | 966 | 0.00 | 0.00 | -415 | -30.05 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT INDS | 354 | $320,368 | 2,403 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
