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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 251 | $498,224 | 5,870 | 0.00 | 0.00 | 757 | 14.81 | 12-31-2023 |
| ROCKY BRANDS INC | COM | 252 | $484,932 | 16,068 | 0.00 | 0.00 | -1,568 | -8.89 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | 253 | $480,625 | 5,622 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HOME DEPOT INC | COM | 254 | $478,582 | 1,381 | 0.00 | 0.00 | 14 | 1.02 | 12-31-2023 |
