Top 42 Wealthbridge Investment Counsel Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGK | Vanguard FTSE Europe Index | 6.93% | 275.5K | $22.7M | +3.08%(+8.24K) | $71.99(+21.68%) | 2026-03-31 | |
| VWO | Vanguard FTSE Emerging Markets Index | 5.79% | 351.1K | $19.0M | +1.38%(+4.78K) | $49.19(+21.86%) | 2026-03-31 | |
| GS | Goldman Sachs | 5.38% | 20.8K | $17.6M | -1.68%(-355) | $225.59(+323.51%) | 2026-03-31 | |
| JPM | JP Morgan Chase | 5.23% | 58.2K | $17.1M | -0.83%(-485) | $127.01(+136.40%) | 2026-03-31 | |
| ETN | Eaton | 3.86% | 35.4K | $12.6M | -0.66%(-235) | $115.96(+250.92%) | 2026-03-31 | |
| C | Citigroup | 3.81% | 110.2K | $12.5M | -0.74%(-825) | $63.86(+94.33%) | 2026-03-31 | |
| V | Visa | 3.68% | 39.9K | $12.0M | +0.43%(+170) | $187.55(+70.79%) | 2026-03-31 | |
| AMZN | Amazon.com | 3.66% | 57.6K | $12.0M | +1.24%(+705) | $115.48(+133.92%) | 2026-03-31 | |
| VPL | Vanguard FTSE Pacific Index | 3.66% | 122.6K | $12.0M | +2.85%(+3.40K) | $80.40(+41.86%) | 2026-03-31 | |
| AAPL | Apple | 3.29% | 42.4K | $10.8M | -0.38%(-160) | $70.02(+326.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.61% | +42.80% |
| Top 20 Holdings Unweighted | +11.49% | +38.57% |
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