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 EXCHANGE-TRADED FD | DJ INTERNT IDX | 51 | $2,672,142 | 14,324 | 0.00 | 0.00 | -50 | -0.35 | 12-31-2023 |
| SELECT SECTOR SPDR TR | INDL | 52 | $2,464,108 | 21,617 | 0.00 | 0.00 | -118 | -0.54 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 53 | $2,432,291 | 64,878 | 0.00 | 0.00 | -180 | -0.28 | 12-31-2023 |
| ISHARES TR | S&P 500 VAL ETF | 54 | $2,381,302 | 13,694 | 0.00 | 0.00 | 173 | 1.28 | 12-31-2023 |
