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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 301 | $399,110 | 7,380 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VALERO ENERGY CORP | COM | 302 | $394,476 | 3,034 | 0.00 | 0.00 | 213 | 7.55 | 12-31-2023 |
| YUM BRANDS INC | COM | 303 | $385,708 | 2,952 | 0.00 | 0.00 | -33 | -1.11 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 304 | $385,375 | 3,892 | 0.00 | 0.00 | 354 | 10.01 | 12-31-2023 |
