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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR NAS100 EQ WEIGHTED | SHS | 101 | $1,331,244 | 11,335 | 0.00 | 0.00 | 1 | 0.01 | 12-31-2023 |
| META PLATFORMS INC | CL A | 102 | $1,321,687 | 3,734 | 0.00 | 0.00 | 83 | 2.27 | 12-31-2023 |
| PROGRESSIVE CORP | COM | 103 | $1,304,662 | 8,191 | 0.00 | 0.00 | -92 | -1.11 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 104 | $1,303,098 | 8,892 | 0.00 | 0.00 | -50 | -0.56 | 12-31-2023 |
