Filling information for WealthBridge Capital Management, LLC as Treemap, investor disclosed 182 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 002824100 | 002824100 | ABBOTT LABS | COM | 700126 | 6422 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 1585932 | 11771 | |
| 00857U107 | 00857U107 | AGILON HEALTH INC | COM | 603813 | 34822 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 822339 | 6870 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 4395808 | 36338 | |
| 00162Q452 | 00162Q452 | ALPS ETF TR | ALERIAN MLP | 1288764 | 32868 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 6823303 | 52342 | |
| 025072208 | 025072208 | AMERICAN CENTY ETF TR | US QUALITY VAL | 308126 | 6191 | |
| 031162100 | 031162100 | AMGEN INC | COM | 268866 | 1211 | |
| 032095101 | 032095101 | AMPHENOL CORP NEW | CL A | 245886 | 2894 | |
| 037833100 | 037833100 | APPLE INC | COM | 11646845 | 60045 | |
| 038923108 | 038923108 | ARBOR REALTY TRUST INC | COM | 230451 | 15550 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 223782 | 7800 | |
| 084670108 | 084670108 | BERKSHIRE HATHAWAY INC DEL | CL A | 1035620 | 2 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 11482493 | 33673 | |
| 09257P105 | 09257P105 | BLACKROCK MUN TARGET TERM TR | COM SHS BEN IN | 9327510 | 448870 | |
| 09254F100 | 09254F100 | BLACKROCK MUNIYILD QULT FD I | COM | 158220 | 13675 | |
| 09661T107 | 09661T107 | BNY MELLON ETF TRUST | US LRG CP CORE | 4607559 | 55273 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 814594 | 939 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 227400 | 924 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 253109 | 1609 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 229559 | 3812 | |
| 19248A109 | 19248A109 | COHEN & STEERS INFRASTRUCTUR | COM | 269315 | 11402 | |
| 19247L106 | 19247L106 | COHEN & STEERS QUALITY INCOM | COM | 212118 | 18286 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 497124 | 923 | |
| 235851102 | 235851102 | DANAHER CORPORATION | COM | 260400 | 1085 | |
| 244199105 | 244199105 | DEERE & CO | COM | 308755 | 762 | |
| 233331107 | 233331107 | DTE ENERGY CO | COM | 275380 | 2503 | |
| 27829F108 | 27829F108 | EATON VANCE TAX-MANAGED GLOB | COM | 124272 | 15691 | |
| 291011104 | 291011104 | EMERSON ELEC CO | COM | 3324363 | 36778 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1145623 | 10682 | |
| 33739N108 | 33739N108 | FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 333738 | 6585 | |
| 33739E108 | 33739E108 | FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 1164286 | 72905 | |
| 33740J104 | 33740J104 | FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | 276826 | 13855 | |
| 33734X101 | 33734X101 | FIRST TR EXCHANGE TRADED FD | CONSUMR DISCRE | 225919 | 4092 | |
| 33734X200 | 33734X200 | FIRST TR EXCHANGE TRADED FD | DJ GLBL DIVID | 497787 | 23218 | |
| 33734X150 | 33734X150 | FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 317675 | 5287 | |
| 33734X168 | 33734X168 | FIRST TR EXCHANGE TRADED FD | MATERIALS ALPH | 253717 | 3953 | |
| 33734X846 | 33734X846 | FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 649524 | 14304 | |
| 33737A108 | 33737A108 | FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 1265057 | 12034 | |
| 33733E104 | 33733E104 | FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 1471160 | 19595 | |
| 33733E302 | 33733E302 | FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 2406058 | 14762 | |
| 33738D804 | 33738D804 | FIRST TR EXCHANGE-TRADED FD | LIMITED DURATION | 755057 | 40551 | |
| 33738R118 | 33738R118 | FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 390528 | 6657 | |
| 33738R852 | 33738R852 | FIRST TR EXCHANGE-TRADED FD | NASDQ FOD BVRG | 215694 | 8226 | |
| 33738R811 | 33738R811 | FIRST TR EXCHANGE-TRADED FD | NASDQ SEMCNDTR | 253864 | 3566 | |
| 337344105 | 337344105 | FIRST TR NAS100 EQ WEIGHTED | SHS | 1214717 | 11363 | |
| 33735K108 | 33735K108 | FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 223750 | 2209 | |
| 35953D104 | 35953D104 | FUBOTV INC | COM | 20800 | 10000 | |
| 37950E333 | 37950E333 | GLOBAL X FDS | GLBX SUPRINC ETF | 90400 | 10000 | |
| 37954Y673 | 37954Y673 | GLOBAL X FDS | US INFR DEV ETF | 633955 | 20170 | |
| 37954Y657 | 37954Y657 | GLOBAL X FDS | US PFD ETF | 606907 | 31300 | |
| 427096508 | 427096508 | HERCULES CAPITAL INC | COM | 177600 | 12000 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 387785 | 1248 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 241557 | 1164 | |
| 45409F827 | 45409F827 | INDEXIQ ACTIVE ETF TR | IQ MACKAY INTRME | 287416 | 11799 | |
| 46138E230 | 46138E230 | INVESCO EXCH TRADED FD TR II | S&P INTL LOW | 533543 | 19508 | |
| 46138G656 | 46138G656 | INVESCO EXCH TRADED FD TR II | S&P ULTRA DIVIDE | 253898 | 6487 | |
| 46138E354 | 46138E354 | INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 2250918 | 35837 | |
| 46138G862 | 46138G862 | INVESCO EXCH TRADED FD TR II | VRDO TAX FREE | 380859 | 15296 | |
| 46138J858 | 46138J858 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 HY | 543624 | 23123 | |
| 46137V308 | 46137V308 | INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 292233 | 3267 | |
| 46137V845 | 46137V845 | INVESCO EXCHANGE TRADED FD T | DWA INDLS MUMT | 464718 | 4416 | |
| 46137V837 | 46137V837 | INVESCO EXCHANGE TRADED FD T | DWA MOMENTUM | 455551 | 5622 | |
| 46137V886 | 46137V886 | INVESCO EXCHANGE TRADED FD T | DWA STAPLES | 717055 | 8261 | |
| 46137V597 | 46137V597 | INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 2138654 | 12446 | |
| 46137V373 | 46137V373 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL STP | 2450190 | 14635 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 14571937 | 97380 | |
| 46137V241 | 46137V241 | INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 355118 | 7039 | |
| 46137V142 | 46137V142 | INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 243266 | 4314 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 6916130 | 18722 | |
| 46131M106 | 46131M106 | INVESCO TR INVT GRADE MUNS | COM | 137154 | 14125 | |
| 46284V101 | 46284V101 | IRON MTN INC DEL | COM | 617773 | 10872 | |
| 464285204 | 464285204 | ISHARES GOLD TR | ISHARES NEW | 818957 | 22505 | |
| 46434V878 | 46434V878 | ISHARES TR | BLACKROCK ULTRA | 3751543 | 74583 | |
| 46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 269019 | 2669 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 659119 | 6614 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 336657 | 3441 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 20520901 | 46041 | |
| 464287549 | 464287549 | ISHARES TR | EXPND TEC SC ETF | 4697736 | 11957 | |
| 464288737 | 464288737 | ISHARES TR | GLB CNSM STP ETF | 703012 | 11489 | |
| 46435U697 | 46435U697 | ISHARES TR | IBONDS DEC | 273955 | 10635 | |
| 46435U432 | 46435U432 | ISHARES TR | IBONDS DEC 25 | 350364 | 13304 | |
| 46435U259 | 46435U259 | ISHARES TR | IBONDS DEC 26 | 314508 | 12490 | |
| 46435U283 | 46435U283 | ISHARES TR | IBONDS DEC 27 | 278500 | 11111 | |
| 46435U325 | 46435U325 | ISHARES TR | IBONDS DEC 28 | 271381 | 10786 | |
| 464288109 | 464288109 | ISHARES TR | MORNINGSTAR VALU | 244794 | 3680 | |
| 464288257 | 464288257 | ISHARES TR | MSCI ACWI ETF | 346439 | 3611 | |
| 464288802 | 464288802 | ISHARES TR | MSCI USA ESG SLC | 555243 | 5930 | |
| 46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 3500001 | 47087 | |
| 46432F396 | 46432F396 | ISHARES TR | MSCI USA MMENTM | 551956 | 3826 | |
| 464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 265838 | 8595 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 1694403 | 6157 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 366572 | 2323 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 3034714 | 16205 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 345634 | 4904 | |
| 464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 2173797 | 13486 | |
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 1547791 | 13661 | |
| 464288679 | 464288679 | ISHARES TR | SHORT TREAS BD | 1008997 | 9135 | |
| 464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 987727 | 9178 | |
| 464287838 | 464287838 | ISHARES TR | U.S. BAS MTL ETF | 375454 | 2822 | |
| 464287796 | 464287796 | ISHARES TR | U.S. ENERGY ETF | 334166 | 7800 | |
| 464288786 | 464288786 | ISHARES TR | U.S. INSRNCE ETF | 368786 | 4196 | |
| 464287721 | 464287721 | ISHARES TR | U.S. TECH ETF | 3939746 | 36188 | |
| 464288760 | 464288760 | ISHARES TR | US AER DEF ETF | 329593 | 2825 | |
| 464288794 | 464288794 | ISHARES TR | US BR DEL SE ETF | 426911 | 4704 | |
| 464287812 | 464287812 | ISHARES TR | US CONSM STAPLES | 358326 | 1789 | |
| 464287580 | 464287580 | ISHARES TR | US CONSUM DISCRE | 591053 | 8305 | |
| 464288828 | 464288828 | ISHARES TR | US HLTHCR PR ETF | 346714 | 1355 | |
| 464288752 | 464288752 | ISHARES TR | US HOME CONS ETF | 459428 | 5377 | |
| 46641Q654 | 46641Q654 | J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 662370 | 13077 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 486132 | 2937 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 1578237 | 10851 | |
| 500767736 | 500767736 | KRANESHARES TR | QUADRTC INT RT | 352556 | 17131 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 950829 | 2027 | |
| 501889208 | 501889208 | LKQ CORP | COM | 260371 | 4468 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 215458 | 468 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 635573 | 1616 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 951928 | 3190 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 885620 | 3086 | |
| 552738106 | 552738106 | MFS MUN INCOME TR | SH BEN INT | 66300 | 13000 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 3701600 | 10870 | |
| 55354G100 | 55354G100 | MSCI INC | COM | 213996 | 456 | |
| 64110L106 | 64110L106 | NETFLIX INC | COM | 686283 | 1558 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 356945 | 4811 | |
| 670928100 | 670928100 | NUVEEN MUN VALUE FD INC | COM | 531835 | 61130 | |
| 67062F100 | 67062F100 | NUVEEN SELECT TAX-FREE INCOM | SH BEN INT | 423329 | 29377 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 964117 | 2279 | |
| 69374H642 | 69374H642 | PACER FDS TR | TRENDPILOT US BD | 292771 | 14646 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 923877 | 4988 | |
| 717081103 | 717081103 | PFIZER INC | COM | 366470 | 9991 | |
| 740444104 | 740444104 | PREFORMED LINE PRODS CO | COM | 983430 | 6300 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1315615 | 8670 | |
| 743315103 | 743315103 | PROGRESSIVE CORP | COM | 1084375 | 8192 | |
| 74348A467 | 74348A467 | PROSHARES TR | S&P 500 DV ARIST | 2281812 | 24203 | |
| 74347B680 | 74347B680 | PROSHARES TR | S&P MDCP 400 DIV | 1327681 | 18894 | |
| 774515100 | 774515100 | ROCKY BRANDS INC | COM | 382536 | 18216 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 231963 | 1098 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 379388 | 7338 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1015805 | 13988 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 576582 | 7103 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 589975 | 17501 | |
| 81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 284908 | 3841 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 1690092 | 12733 | |
| 81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 2226458 | 20746 | |
| 81369Y100 | 81369Y100 | SELECT SECTOR SPDR TR | SBI MATERIALS | 239931 | 2895 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 599991 | 3451 | |
| 842587107 | 842587107 | SOUTHERN CO | COM | 253251 | 3605 | |
| 78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 1531406 | 4454 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 2897601 | 16254 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 13400270 | 30230 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 1791092 | 3740 | |
| 78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 476836 | 3890 | |
| 78468R671 | 78468R671 | SPDR SER TR | S&P KENSHO FUTRE | 477981 | 9781 | |
| 85208R101 | 85208R101 | SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 312791 | 17358 | |
| 85207H104 | 85207H104 | SPROTT PHYSICAL GOLD TR | UNIT | 172102 | 11535 | |
| 854502101 | 854502101 | STANLEY BLACK & DECKER INC | COM | 232869 | 2485 | |
| 85571B105 | 85571B105 | STARWOOD PPTY TR INC | COM | 584317 | 30119 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 3072656 | 11738 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 218739 | 1069 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 800440 | 1665 | |
| 91913Y100 | 91913Y100 | VALERO ENERGY CORP | COM | 308836 | 2633 | |
| 92189F643 | 92189F643 | VANECK ETF TRUST | MRNGSTR WDE MOAT | 358018 | 4487 | |
| 92189F528 | 92189F528 | VANECK ETF TRUST | VANECK SHRT MUNI | 238550 | 14170 | |
| 921932885 | 921932885 | VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 1260403 | 14233 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 299372 | 1058 | |
| 922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 205153 | 997 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 969546 | 4404 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 328783 | 807 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 3909521 | 17748 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4185587 | 25769 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 5005549 | 47191 | |
| 92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 309512 | 700 | |
| 922475108 | 922475108 | VEEVA SYS INC | CL A COM | 501246 | 2535 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 217193 | 5840 | |
| 925652109 | 925652109 | VICI PPTYS INC | COM | 375871 | 11959 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 942788 | 3970 | |
| 949746804 | 949746804 | WELLS FARGO CO NEW | PERP PFD CNV A | 203671 | 177 | |
| 97717W406 | 97717W406 | WISDOMTREE TR | US AI ENHANCED | 2057710 | 21998 | |
| 97717W307 | 97717W307 | WISDOMTREE TR | US LARGECAP DIVD | 1244457 | 19567 | |
| 97717X669 | 97717X669 | WISDOMTREE TR | US QTLY DIV GRT | 1107081 | 16608 | |
| 988498101 | 988498101 | YUM BRANDS INC | COM | 409000 | 2952 |