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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
GILDGilead Sciences
Recent Activity
Decreased -0.56%
2.38%
$6.485M
70,205 shares@ $92.38 avg price
OCOwens Corning
Recent Activity
Decreased -0.67%
2.3%
$6.261M
36,760 shares@ $170.33 avg price
MDTMedtronic
Recent Activity
2.25%
$6.114M
76,540 shares@ $79.88 avg price
STZConstellation Brands
Recent Activity
Decreased -0.29%
2.18%
$5.934M
26,850 shares@ $221.01 avg price
NOCNorthrop Grumman
Recent Activity
2.16%
$5.883M
12,537 shares@ $469.26 avg price
TMOThermo Fisher Scientific
Recent Activity
Increased 0.95%
2.15%
$5.838M
11,222 shares@ $520.23 avg price
LHXL3harris Technologies
Recent Activity
Decreased -0.68%
1.98%
$5.371M
25,543 shares@ $210.28 avg price
VZVerizon Communications
Recent Activity
Decreased -0.34%
1.93%
$5.249M
131,250 shares@ $40.0 avg price
VWOVanguard Ftse Emerging Markets Index
Recent Activity
Increased 1.55%
1.75%
$4.765M
108,195 shares@ $44.05 avg price
KOCoca-cola
Recent Activity
Decreased -1.17%
1.45%
$3.933M
63,175 shares@ $62.26 avg price