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WealthBridge Capital Management, LLC

Q1 2021 Holdings

Filed 2021-05-17 | 157 holdings | $12.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Caterpillar Inc COM(CAT)Stock149123101$3581,5450.0%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$3774,1150.0%
Pfizer Inc COM(PFE)Stock717081103$38210,5430.0%
Pacer Benchmark Data & Infrastructure Real Estate Sctr ETF(SRVR)ETF69374H741$40411,1630.0%
Danaher Corporation COM(DHR)Stock235851102$4181,8590.0%
Home Depot Inc COM(HD)Stock437076102$4241,3880.0%
Ishares U.S. Aerospace & Defense ETF(ITA)ETF464288760$4274,1040.0%
AT&T Inc COM(T)Stock00206R102$43014,2020.0%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$45313,3170.0%
First Trust Nasdaq CEA Cybersecurity ETF(CIBR)ETF33734X846$45510,8760.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$4593,8850.0%
Salesforce COM Inc COM(CRM)Stock79466L302$4752,2400.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$4831,2970.0%
Johnson & Johnson COM(JNJ)Stock478160104$5073,0850.0%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$5114,7090.0%
Verizon Communications Inc COM(VZ)Stock92343V104$5228,9790.0%
Msci Inc COM(MSCI)Stock55354G100$5341,2740.0%
Mastercard Incorporated CL A(MA)Stock57636Q104$5811,6320.0%
Nuveen Select TAX Free Income SH BEN INTCEF67063C106$58836,5880.0%
Ishares Core S&P U.S. Value ETF(IUSV)ETF464287663$6118,8670.0%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$6296,5020.0%
Spdr S&P Regional Banking ETF(KRE)ETF78464A698$6309,4910.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$6503150.0%
Invesco S&P International Developed LOW Volatility ETF(IDLV)ETF46138E230$66521,8590.0%
First Trust Managed Municipal ETF(FMB)ETF33739N108$67611,9870.0%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$6997,9580.0%
Disney Walt Co COM(DIS)Stock254687106$7083,8390.0%
Mcdonalds Corp COM(MCD)Stock580135101$7183,2040.0%
Ishares Comex Gold Trust(IAUUSD)ETF464285105$72744,6900.0%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$7585,7060.0%
Ishares U.S. Consumer Services ETF(IYC)ETF464287580$76110,1710.0%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$7648,8540.0%
Progressive Corp COM(PGR)Stock743315103$7688,0310.0%
Esoterica Nextg Economy ETFETF296582109$77015,2730.0%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$77120.0%
Abbott Labs COM(ABT)Stock002824100$7866,5580.0%
Ishares Preferred and Income Securities ETF(PFF)ETF464288687$79320,6500.0%
Pepsico Inc COM(PEP)Stock713448108$7945,6140.0%
Invesco DWA Consumer Staples Momentum ETF(PSL)ETF46137V886$8068,7010.0%
Global X Robotics & Artificial Intelligence Thematic ETF(BOTZ)ETF37954Y715$81124,4590.0%
Visa Inc COM CL A(V)Stock92826C839$8453,9890.0%
Vanguard Mid-Cap Index Fund(VO)ETF922908629$9074,0980.0%
Invesco DWA Momentum ETF(PDP)ETF46137V837$91410,7390.0%
Ishares Global Consumer Staples ETF(KXI)ETF464288737$92415,9090.0%
Invesco DWA Industrials Momentum ETF(PRN)ETF46137V845$9659,4360.0%
Nuveen MUN Value FD Inc COM(NUV)CEF670928100$1.0K89,7280.0%
Proshares Ultra Russell 2000(UWM)ETF74347R842$1.0K9,0430.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$1.0K4,0010.0%
ARK Next Generation Internet ETF(ARKW)ETF00214Q401$1.1K7,1880.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$1.1K14,9590.0%
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