Titelia

Holdings of WealthBridge Capital Management, LLC

184 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 44.2 % of the equity sleeve

Sector breakdown

  • Funds 16.2 %
  • Technology 8.4 %
  • Financials 6.4 %
  • Communication 4.0 %
  • Consumer discretionary 3.7 %
  • Health care 2.5 %
  • Industrials 2.3 %
  • Energy 0.9 %
  • Consumer staples 0.8 %
  • Utilities 0.5 %
  • Real estate 0.2 %
  • Unattributed 54.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US184401.8M $100.00 %

Positions

RankCompanySharesValueWeight
101iShares National Muni Bond ETF 5,416574.9K $
102iShares Core S&P Small-Cap ETF 4,622574.6K $
103EMCOR Group Inc 765564.5K $
104Vanguard Information Technology ETF 786548.4K $
105iShares Trust 4,810544.1K $
106iShares Trust 2,513536.9K $
107Cohen & Steers Select Preferred and Income Fund, Inc. 27,269528.7K $
108Simon Property Group Inc 2,773517.2K $
109Walmart Inc 4,137514.1K $
110Schwab 5-10 Year Corporate Bond ETF 22,656513.8K $
111Schwab High Yield Bond ETF 19,746513.4K $
112AES Corp/The 36,435513.4K $
113RTX Corp 2,595500.6K $
114Applied Materials Inc 1,422486K $
115Hartford Insurance Group Inc/The 3,573483.2K $
116Select Sector Spdr Trust 9,629475.4K $
117GLOBAL X FUNDS 25,700472.9K $
118iShares Trust 8,402441.6K $
119General Electric Co 1,494424K $
120Home Depot Inc/The 1,285422.5K $
121Iron Mountain Inc 4,130421.8K $
122International Business Machines Corp. 1,721417.1K $
123Chevron Corp 1,972408K $
124Global X Artificial Intelligence & Technology ETF 8,702406.1K $
125SPDR Series Trust 5,290404.9K $
126Vanguard Growth ETF 915399.7K $
127VanEck Morningstar Wide Moat ETF 4,114397.8K $
128iShares MSCI USA Momentum Factor ETF 1,650396K $
129Blackrock Inc 407391.4K $
130Alps International Sector Dividend Dogs Etf 9,365390.1K $
131Union Pacific Corp 1,597387.5K $
132Bank of America Corp 7,899385.1K $
133Veeva Systems Inc 2,122372.8K $
134Southern Co/The 3,816368.3K $
135American Century US Quality Value ETF 5,641366.8K $
136Leidos Holdings Inc 2,268352.7K $
137First Trust Exchange-Traded Fund II 7,080351.1K $
138iShares Trust 3,680342.8K $
139First Trust Exchange-Traded AlphaDEX Fund 2,209340.5K $
140Cohen & Steers Infrastructure Fund Inc. 12,935334.7K $
141Yum! Brands Inc 2,118329.3K $
142Amgen Inc 929326.8K $
143Rocky Brands Inc 8,355323.5K $
144Select Sector Spdr Trust 5,200318.5K $
145Palantir Technologies Inc 2,175318.2K $
146Nuveen Municipal Value Fund Inc 35,200316.4K $
147Schwab US Broad Market ETF 12,598316.2K $
148BLACKROCK MUNIYIELD QUALITY FD INC 28,000307.4K $
149First Trust Exchange-Traded Fund 6,859306.7K $
150Coca-Cola Co/The 3,920298.1K $
151Clean Harbors Inc 1,032295.9K $
152Invesco RAFI US 1000 ETF 6,219295.6K $
153Palo Alto Networks Inc 1,802288.9K $
154American Electric Power Co Inc 2,170284.4K $
155Vanguard World Fund 900281K $
156SPDR Gold MiniShares Trust 2,947273.2K $
157Vanguard Total International S 3,541273.1K $
158Verizon Communications Inc 5,399271K $
159Schwab U.S. Large-Cap ETF 10,528269.9K $
160CVS Health Corp 3,751269.4K $
161iShares Trust 1,396267.8K $
162SPDR Series Trust 2,870263K $
163iShares Trust 2,700261.7K $
164iShares Core U.S. Aggregate Bond ETF 2,587256.8K $
165Vanguard Mid-Cap Growth ETF 997256.6K $
166Lockheed Martin Corp 414249.9K $
167Nuveen Select Tax-Free Income Portfolio 17,361249.1K $
168Select Sector Spdr Trust 2,920239.4K $
169iShares Core MSCI EAFE ETF 2,527228.8K $
170Putnam Managed Municipal Income Trust 36,500224.5K $
171Invesco National AMT-Free Municipal Bond ETF 9,747224K $
172Crowdstrike Holdings Inc 571222.9K $
173INVESCO VAN KAMPEN TR INVT GRADE MUNS 22,500222.1K $
174BNY Mellon Strategic Municipals Inc 35,257221.8K $
175Cohen & Steers Quality Income 18,286220.3K $
176Waste Management Inc 951218.5K $
177MSCI Inc 398214.5K $
178ONEOK Inc 2,254203.8K $
179Danaher Corp 1,069202.7K $
180Vanguard S&P 500 Growth ETF 497202.5K $
181Phillips 66 1,101200.5K $
182Hercules Capital Inc 12,000177.2K $
183Eaton Vance Tax-Managed Global Diversified Equity Income Fund 16,657144.3K $
184Arbor Realty Trust Inc 11,00084.8K $