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Jeremy Ash

@Wealthbridge Investment Counsel Inc.

Latest period2024 - Q4ReportedManaged Assets$272.499MTotal holdings46
Assets growth rate-3.26%Assets growth rate (2-Q avg)2.25%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthbridge Investment Counsel Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

Assets under management

The assets under management (AUM) of Wealthbridge Investment Counsel Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 272.499M in assets, with a quarterly growth rate of -3.26% and a 2-quarter average growth rate of 2.25%. The portfolio is managed by Jeremy Ash, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MUMicron Technology
Recent Activity
Increased 30.79%
0.34%
$908,000
10,790 shares@ $84.16 avg price
VEUVanguard Ftse All-world Ex Us
Recent Activity
Increased 0.44%
0.2%
$535,000
9,315 shares@ $57.44 avg price
IWMIshares Russell 2000 Index
Recent Activity
Increased 2.87%
0.09%
$238,000
1,077 shares@ $220.99 avg price