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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
JPMJp Morgan Chase
Recent Activity
Decreased -0.56%
5.42%
$14.763M
61,586 shares@ $239.72 avg price
GSGoldman Sachs
Recent Activity
Decreased -0.92%
4.97%
$13.537M
23,640 shares@ $572.64 avg price
ORCLOracle
Recent Activity
Decreased -5.47%
4.75%
$12.935M
77,625 shares@ $166.64 avg price
VVisa
Recent Activity
Decreased -1.44%
4.55%
$12.382M
39,179 shares@ $316.04 avg price
AMZNAmazon.com
Recent Activity
Increased 0.24%
4.47%
$12.17M
55,471 shares@ $219.4 avg price
AAPLApple
Recent Activity
Decreased -1.29%
4.01%
$10.918M
43,597 shares@ $250.44 avg price
ETNEaton
Recent Activity
Decreased -1.53%
3.92%
$10.665M
32,135 shares@ $331.89 avg price
METMetlife
Recent Activity
Decreased -0.16%
3.64%
$9.916M
121,110 shares@ $81.88 avg price
EFAIshares Msci Eafe
Recent Activity
Decreased -0.38%
3.64%
$9.903M
130,975 shares@ $75.61 avg price
EEMIshares Msci Emerging Market
Recent Activity
Decreased -0.22%
3.48%
$9.481M
226,710 shares@ $41.82 avg price