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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
DHRDanaher
Recent Activity
1.31%
$3.549M
15,460 shares@ $229.57 avg price
BUGGlobal X Cybersecurity Index
Recent Activity
1.14%
$3.093M
96,400 shares@ $32.09 avg price
COPConocophillips
Recent Activity
1.06%
$2.875M
28,990 shares@ $99.18 avg price
LYBLyondellbasell
Recent Activity
Decreased -0.72%
0.94%
$2.544M
34,260 shares@ $74.26 avg price
VPLVanguard Ftse Pacific Index
Recent Activity
Increased 2.41%
0.77%
$2.09M
29,420 shares@ $71.05 avg price
ADBEAdobe
Recent Activity
Increased 7.84%
0.57%
$1.531M
3,442 shares@ $444.8 avg price
INTCIntel
Recent Activity
Decreased -1.3%
0.49%
$1.309M
65,300 shares@ $20.05 avg price
SPYSpdr S&p 500
Recent Activity
Increased 1.65%
0.47%
$1.264M
2,157 shares@ $586.0 avg price
MSCIMsci
Recent Activity
Increased 5.17%
0.45%
$1.222M
2,037 shares@ $599.91 avg price
IEVIshares S&p Europe 350
Recent Activity
0.36%
$974,000
18,700 shares@ $52.09 avg price