WealthStone
Latest statistics and disclosures from WealthStone's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MUB, IVV, AGG, IWB, GIGB, and represent 37.04% of WealthStone's stock portfolio.
- Added to shares of these 10 stocks: Ncino, SHYF, AGG, MUB, TFC, VFC, GIGB, MSFT, ABBV, VCIT.
- Started 43 new stock positions in EADSY, VFC, AEP, TFI, AMAT, C, AZN, WAT, BIIB, GNRC.
- Reduced shares in these 10 stocks: AAPL (-$12M), DFAE (-$9.9M), DFAU (-$7.8M), DFAI, ABT, ACWI, BAC, , , .
- Sold out of its positions in ABT, Aegon, AAPL, BBD, BAC, BCS, BIGGQ, BWA, CSGP, DFAU. DFAI, DFAE, GMAB, GlaxoSmithKline, LCNB, Macquarie Infrastructure Company, stock, UL, WCC, YUMC, ASML.
- WealthStone was a net seller of stock by $-3.3M.
- WealthStone has $287M in assets under management (AUM), dropping by 1.73%.
- Central Index Key (CIK): 0001548784
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Portfolio Holdings for WealthStone
WealthStone holds 276 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares TRUST Equities (MUB) | 13.0 | $37M | +3% | 321k | 116.05 |
|
| Ishares Core S&P 500 ETF Equities (IVV) | 8.3 | $24M | +2% | 60k | 397.82 |
|
| Ishares BarCap Aggregate Bond Index Equities (AGG) | 6.4 | $18M | +10% | 160k | 113.83 |
|
| Ishares Russell 1000 Index Equities (IWB) | 5.4 | $16M | 70k | 223.82 |
|
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| Goldman Sachs Acss Invmt Grd Corp Bd ETF Equities (GIGB) | 3.9 | $11M | +8% | 211k | 53.36 |
|
| Vanguard Corp Bond Etf Equities (VCIT) | 3.4 | $9.7M | +7% | 104k | 93.03 |
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| Microsoft Corp. Equities (MSFT) | 3.3 | $9.5M | +10% | 40k | 235.75 |
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| Amazon Equities (AMZN) | 2.9 | $8.2M | +4% | 2.6k | 3093.76 |
|
| Ishares Core S&P Small-Cap ETF Equities (IJR) | 2.1 | $5.9M | +7% | 55k | 108.52 |
|
| Ncino Equities | 1.3 | $3.8M | NEW | 57k | 66.71 |
|
| Facebook Inc Class A Equities (META) | 1.3 | $3.7M | +3% | 13k | 294.49 |
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| Shyft Group Equities (SHYF) | 1.2 | $3.5M | NEW | 93k | 37.19 |
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| Google Inc Class A Equities (GOOGL) | 1.2 | $3.3M | +4% | 1.6k | 2062.00 |
|
| Johnson & Johnson Equities (JNJ) | 0.9 | $2.5M | +8% | 16k | 164.32 |
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| Google Inc Class C Equities (GOOG) | 0.8 | $2.4M | +5% | 1.2k | 2067.91 |
|
| Vanguard Muni Bnd Tax Equities (VTEB) | 0.8 | $2.4M | 45k | 54.63 |
|
|
| Aon Equities (AON) | 0.8 | $2.4M | 11k | 230.06 |
|
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| Tesla Motors Equities (TSLA) | 0.8 | $2.3M | +4% | 3.5k | 667.71 |
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| Sumitomo Mitsu Finl Equities (SMFG) | 0.8 | $2.2M | 298k | 7.25 |
|
|
| Truist Finl Corp Equities (TFC) | 0.7 | $2.0M | +98% | 35k | 58.31 |
|
| Unitedhealth Group Equities (UNH) | 0.7 | $1.9M | +3% | 5.1k | 372.00 |
|
| iShares Core MSCI Europe ETF Equities (IEUR) | 0.6 | $1.9M | +9% | 34k | 53.96 |
|
| Procter & Gamble Equities (PG) | 0.6 | $1.8M | -4% | 14k | 135.42 |
|
| Visa Equities (V) | 0.6 | $1.8M | +4% | 8.4k | 211.62 |
|
| Comcast Corp New Cl A Equities (CMCSA) | 0.6 | $1.6M | +2% | 30k | 54.10 |
|
| Ishares Tr Msci Eafe Equities (EFA) | 0.6 | $1.6M | -5% | 22k | 75.83 |
|
| Nvidia Corp. Equities (NVDA) | 0.6 | $1.6M | 3.0k | 533.68 |
|
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| Schwab US Tips Etf Equities (SCHP) | 0.6 | $1.6M | 26k | 61.14 |
|
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| Berkshire Hathaway Inc B Equities (BRK.B) | 0.5 | $1.5M | 6.0k | 255.31 |
|
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| J P Morgan Chase & Co. Equities (JPM) | 0.5 | $1.4M | +25% | 9.2k | 152.21 |
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| Ma Equities (MA) | 0.5 | $1.3M | +9% | 3.7k | 355.91 |
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| Thermo Fisher Scientific Equities (TMO) | 0.4 | $1.3M | +4% | 2.8k | 456.36 |
|
| Walt Disney Equities (DIS) | 0.4 | $1.3M | +8% | 6.8k | 184.41 |
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| Taiwan Semiconductr Adrf Equities (TSM) | 0.4 | $1.3M | +3% | 11k | 118.27 |
|
| Abbvie Equities (ABBV) | 0.4 | $1.2M | +246% | 12k | 108.20 |
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| Paypal Holdings Inco Equities (PYPL) | 0.4 | $1.2M | +5% | 5.1k | 242.82 |
|
| Vanguard Reit Equities (VNQ) | 0.4 | $1.2M | +2% | 13k | 91.84 |
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| Intel Corp Equities (INTC) | 0.4 | $1.2M | +46% | 19k | 63.99 |
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| iShares Core MSCI Pacific ETF Equities (IPAC) | 0.4 | $1.2M | +8% | 18k | 66.53 |
|
| Ishares Tr S&P Midcap Equities (IJH) | 0.4 | $1.2M | 4.5k | 260.19 |
|
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| Adobe Systems Equities (ADBE) | 0.4 | $1.1M | +2% | 2.4k | 474.98 |
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| Ishares Etf Equities (IEMG) | 0.4 | $1.0M | +14% | 16k | 64.30 |
|
| V F Corp Equities (VFC) | 0.3 | $991k | NEW | 12k | 79.86 |
|
| Chevron/Texaco Equities (CVX) | 0.3 | $984k | +7% | 9.4k | 104.73 |
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| Netflix Equities (NFLX) | 0.3 | $980k | +5% | 1.9k | 521.55 |
|
| S P D R TRUST Series Equities (SPY) | 0.3 | $950k | 2.4k | 396.16 |
|
|
| Ford Motor Equities (F) | 0.3 | $947k | +2% | 77k | 12.25 |
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| Home Depot Equities (HD) | 0.3 | $945k | +8% | 3.1k | 305.04 |
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| Vanguard Small Cap Equities (VB) | 0.3 | $916k | 4.3k | 213.87 |
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| Salesforce Equities (CRM) | 0.3 | $907k | 4.3k | 211.67 |
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| PepsiCo Equities (PEP) | 0.3 | $869k | +4% | 6.2k | 141.30 |
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| I N G Groep N V Equities (ING) | 0.3 | $861k | 71k | 12.22 |
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| Costco Whsl Corp Equities (COST) | 0.3 | $849k | 2.4k | 352.43 |
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| Wal-Mart Stores Equities (WMT) | 0.3 | $845k | 6.2k | 135.76 |
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| Nike Inc Class B Equities (NKE) | 0.3 | $837k | +4% | 6.3k | 132.75 |
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| Nextera Energy Equities (NEE) | 0.3 | $802k | 11k | 75.55 |
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| Alibaba Group Hldg Equities (BABA) | 0.3 | $797k | +3% | 3.5k | 226.55 |
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| Verizon Communications Equities (VZ) | 0.3 | $788k | 14k | 58.08 |
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| Boeing Equities (BA) | 0.3 | $786k | +6% | 3.1k | 254.62 |
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| Coca-Cola Equities (KO) | 0.3 | $766k | +10% | 15k | 52.67 |
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| Vanguard High Dividend Yield Index Equities (VYM) | 0.3 | $757k | +29% | 7.5k | 101.01 |
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| Cisco Systems Equities (CSCO) | 0.3 | $738k | +19% | 14k | 51.65 |
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| Pfizer Incorporated Equities (PFE) | 0.3 | $733k | +15% | 20k | 36.19 |
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| Vanguard Total Stock Mkt Equities (VTI) | 0.2 | $707k | 3.4k | 206.66 |
|
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| Ishares Msci Acwi Index Equities (ACWI) | 0.2 | $703k | -50% | 7.4k | 95.03 |
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| Wausau Paper Corp Equities (WPP) | 0.2 | $701k | 11k | 63.82 |
|
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| Merck & Co Equities (MRK) | 0.2 | $679k | +5% | 8.8k | 77.05 |
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| Rydex Etf TRUST Equities (RSP) | 0.2 | $665k | +35% | 4.7k | 141.55 |
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| Lowes Companies Equities (LOW) | 0.2 | $650k | +7% | 3.4k | 190.11 |
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| QualComm Equities (QCOM) | 0.2 | $644k | +2% | 4.9k | 132.43 |
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| Sony Equities (SONY) | 0.2 | $636k | +6% | 6.0k | 105.98 |
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| Lilly Eli & Co. Equities (LLY) | 0.2 | $617k | +18% | 3.3k | 186.57 |
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| Amgen Equities (AMGN) | 0.2 | $614k | +2% | 2.5k | 248.48 |
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| Medtronic Equities (MDT) | 0.2 | $614k | +7% | 5.2k | 117.94 |
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| Texas Instruments Equities (TXN) | 0.2 | $606k | +7% | 3.2k | 188.96 |
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| Danaher Corp Del Equities (DHR) | 0.2 | $601k | +8% | 2.7k | 224.76 |
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| Service Now Equities (NOW) | 0.2 | $587k | +2% | 1.2k | 500.00 |
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| N B T Bancorp Equities (NBTB) | 0.2 | $572k | NEW | 14k | 39.86 |
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| Honeywell International Equities (HON) | 0.2 | $566k | +7% | 2.6k | 216.94 |
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| Monster Worldwide Equities (MNST) | 0.2 | $555k | +2% | 6.1k | 90.97 |
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| HSBC Holdings Equities (HSBC) | 0.2 | $550k | +6% | 19k | 29.13 |
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| Zoetis Equities (ZTS) | 0.2 | $542k | +4% | 3.4k | 157.24 |
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| Wendy's Equities (WEN) | 0.2 | $541k | NEW | 27k | 20.25 |
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| Exxon Corp Equities (XOM) | 0.2 | $539k | +35% | 9.7k | 55.77 |
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| General Electric Equities | 0.2 | $536k | +5% | 41k | 13.11 |
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| Ishares S&P MidCap 400 Value Index Equities (IJJ) | 0.2 | $530k | 5.2k | 101.90 |
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| Aptiv Equities (APTV) | 0.2 | $530k | 3.9k | 137.66 |
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| Vanguard Glbal Ex US Equities (VNQI) | 0.2 | $515k | +28% | 9.3k | 55.66 |
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| Charles Schwab Corp Equities (SCHW) | 0.2 | $512k | 7.9k | 65.12 |
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| Red Robin Gourmet Burgers Equities (RRGB) | 0.2 | $504k | 13k | 39.87 |
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| Toyota Motor CP Equities (TM) | 0.2 | $491k | +9% | 3.2k | 155.77 |
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| Tapestry Equities (TPR) | 0.2 | $483k | 12k | 41.18 |
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| United Parcel Service Class B Equities (UPS) | 0.2 | $479k | +5% | 2.8k | 169.80 |
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| Lauder Estee Co Inc Cl A Equities (EL) | 0.2 | $474k | +8% | 1.6k | 290.26 |
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| Target Equities (TGT) | 0.2 | $460k | +7% | 2.3k | 197.76 |
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| Bristol-Myers Equities (BMY) | 0.2 | $460k | +14% | 7.3k | 63.00 |
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| Intuitive Surgical Equities (ISRG) | 0.2 | $458k | +5% | 621.00 | 737.52 |
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| Ishares Tr Russell 1000 Growth Equities (IWF) | 0.2 | $457k | 1.9k | 242.57 |
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| Micron Technology Equities (MU) | 0.2 | $442k | +8% | 5.0k | 88.01 |
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| Brown-Forman Corp Equities (BF.B) | 0.2 | $439k | 6.4k | 68.90 |
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| Starbucks Corp Equities (SBUX) | 0.2 | $439k | +8% | 4.0k | 109.20 |
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| Industrial Logistics Propert Equities (ILPT) | 0.2 | $435k | 19k | 23.09 |
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| McDonalds Corp Equities (MCD) | 0.1 | $421k | +40% | 1.9k | 224.06 |
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| 3M Equities (MMM) | 0.1 | $421k | -4% | 2.2k | 192.68 |
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| T-Mobile US Equities (TMUS) | 0.1 | $412k | +12% | 3.3k | 125.04 |
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| James Hardie Inds Equities (JHX) | 0.1 | $411k | +2% | 14k | 30.52 |
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| Canadian Pac Railway Equities | 0.1 | $410k | +6% | 1.1k | 379.28 |
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| CBRE Group Equities (CBRE) | 0.1 | $408k | +2% | 5.2k | 79.04 |
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| Cheniere Energy Equities (LNG) | 0.1 | $406k | 5.6k | 72.00 |
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| Marriott International Equities (MAR) | 0.1 | $400k | +2% | 2.7k | 147.77 |
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| Cigna Corp. Equities (CI) | 0.1 | $397k | 1.6k | 241.34 |
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| Union Pacific Corp. Equities (UNP) | 0.1 | $392k | +12% | 1.8k | 219.98 |
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| Edwards Lifesciences CP Equities (EW) | 0.1 | $391k | +3% | 4.7k | 83.56 |
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| American Tower Corp Cl A Equities (AMT) | 0.1 | $390k | +6% | 1.6k | 238.97 |
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| Stryker Corp. Equities (SYK) | 0.1 | $389k | +7% | 1.6k | 243.43 |
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| Blackrock Inc Class A Equities (BLK) | 0.1 | $387k | +6% | 514.00 | 752.92 |
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| Equinix Equities (EQIX) | 0.1 | $386k | +3% | 568.00 | 679.58 |
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| S&Pglobal Equities (SPGI) | 0.1 | $384k | +10% | 1.1k | 352.29 |
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| Advanced Micro Devices Equities (AMD) | 0.1 | $382k | +3% | 4.9k | 78.33 |
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| American Express Equities (AXP) | 0.1 | $380k | +7% | 2.7k | 141.26 |
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| Pohang Iron & Steel Equities (PKX) | 0.1 | $369k | +13% | 5.1k | 72.11 |
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| Cenovus Energy Equities (CVE) | 0.1 | $364k | 49k | 7.51 |
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| Booking Holdings Equities (BKNG) | 0.1 | $361k | +7% | 155.00 | 2329.03 |
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| Anthem Equities (ELV) | 0.1 | $360k | +6% | 1.0k | 358.92 |
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| Diamond Hill Investment Group Equities (DHIL) | 0.1 | $355k | +4% | 2.3k | 155.84 |
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| Xenia Hotels & Resorts Equities (XHR) | 0.1 | $344k | 18k | 19.46 |
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| U S Bancorp Del Equities (USB) | 0.1 | $343k | +30% | 6.2k | 55.25 |
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| Charter Communications Equities (CHTR) | 0.1 | $343k | +10% | 556.00 | 616.91 |
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| Avago Technologies Equities (AVGO) | 0.1 | $341k | +14% | 737.00 | 462.69 |
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| Square Equities (SQ) | 0.1 | $337k | +10% | 1.5k | 226.94 |
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| Novartis A G Equities (NVS) | 0.1 | $335k | +37% | 3.9k | 85.37 |
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| Caterpillar Equities (CAT) | 0.1 | $335k | +25% | 1.4k | 231.83 |
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| Illumina Equities (ILMN) | 0.1 | $332k | +16% | 866.00 | 383.37 |
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| Cameco Corp Equities (CCJ) | 0.1 | $331k | 20k | 16.58 |
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| L Brands Equities | 0.1 | $331k | NEW | 5.4k | 61.71 |
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| Icici Bank Equities (IBN) | 0.1 | $327k | +6% | 20k | 16.00 |
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| Accenture Ltd Cl A Equities (ACN) | 0.1 | $326k | +14% | 1.2k | 275.57 |
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| Philip Morris Intl Equities (PM) | 0.1 | $324k | +36% | 3.7k | 88.67 |
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| Kookmin Bank Equities (KB) | 0.1 | $324k | +15% | 6.6k | 49.32 |
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| Fiserv Equities (FI) | 0.1 | $323k | +5% | 2.7k | 118.92 |
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| United Microelectronics A Equities (UMC) | 0.1 | $321k | -2% | 35k | 9.10 |
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| AIA Group Equities (AAGIY) | 0.1 | $319k | NEW | 6.5k | 49.05 |
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| Linens N Things Equities | 0.1 | $318k | +11% | 1.1k | 279.68 |
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| Infosys Tech Equities (INFY) | 0.1 | $318k | +17% | 17k | 18.68 |
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| Occidental Pete Corp Equities (OXY) | 0.1 | $314k | +4% | 12k | 26.58 |
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| Shinhan Finl Group Equities (SHG) | 0.1 | $314k | +25% | 9.4k | 33.46 |
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| Delta Air Lines Equities (DAL) | 0.1 | $310k | +10% | 6.4k | 48.16 |
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| Ecolab Equities (ECL) | 0.1 | $310k | +6% | 1.5k | 213.79 |
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| Groupe C G I Equities (GIB) | 0.1 | $309k | +2% | 3.7k | 83.20 |
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| PNC Financial Corp. Equities (PNC) | 0.1 | $309k | +9% | 1.8k | 175.07 |
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| Apple Hospitality Reit Equities (APLE) | 0.1 | $308k | 21k | 14.57 |
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| Oracle Corp Equities (ORCL) | 0.1 | $305k | +11% | 4.4k | 69.97 |
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| Uber Technologies Equities (UBER) | 0.1 | $305k | +7% | 5.6k | 54.44 |
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| Mckesson Corporation Equities (MCK) | 0.1 | $303k | 1.6k | 194.73 |
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| Adv Semicndctor Eng Equities (ASX) | 0.1 | $303k | +8% | 40k | 7.68 |
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| Golar LNG Equities (GLNG) | 0.1 | $302k | 30k | 10.22 |
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| iShares Short Maturity Bond ETF Equities (NEAR) | 0.1 | $301k | 6.0k | 50.10 |
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| Autodesk Equities (ADSK) | 0.1 | $301k | 1.1k | 276.40 |
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| iShares Ultra Short-Term Bond ETF Equities (ICSH) | 0.1 | $299k | 5.9k | 50.40 |
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| Sysco Corporation Equities (SYY) | 0.1 | $299k | +28% | 3.8k | 78.48 |
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| Ishares Russell 2000 Index Equities (IWM) | 0.1 | $299k | -42% | 1.4k | 220.99 |
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| iShares iBonds Dec 2023 Term Corp ETF Equities | 0.1 | $299k | 12k | 26.10 |
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| iShares iBonds Dec 2022 Term Corp ETF Equities | 0.1 | $297k | 12k | 25.39 |
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| Schwab U.S. Mid-Cap Equities (SCHM) | 0.1 | $297k | +14% | 4.0k | 74.25 |
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| iShares iBonds Dec 2021 Term Corp ETF Equities | 0.1 | $296k | 12k | 24.80 |
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| Summit Hotel Properties Equities (INN) | 0.1 | $291k | 29k | 10.13 |
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| Bhp Billiton Equities (BHP) | 0.1 | $290k | +10% | 4.2k | 69.36 |
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| Automatic Data Processing Equities (ADP) | 0.1 | $287k | +9% | 1.5k | 188.44 |
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| Becton Dickenson & Co. Equities (BDX) | 0.1 | $285k | -7% | 1.2k | 242.97 |
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| Westpac Bkg Corp Spns Equities | 0.1 | $284k | +8% | 15k | 18.51 |
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| American Tel & Tel Equities (T) | 0.1 | $284k | +26% | 9.4k | 30.19 |
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| Analog Devices Equities (ADI) | 0.1 | $284k | +6% | 1.8k | 154.77 |
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| American Water Works Equities (AWK) | 0.1 | $283k | 1.9k | 149.81 |
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| Boston Scientific Corp Equities (BSX) | 0.1 | $283k | +11% | 7.3k | 38.55 |
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| Woori Finance Hldgs Adrf Equities (WF) | 0.1 | $282k | +14% | 10k | 27.08 |
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| Darden Restaurants Equities (DRI) | 0.1 | $280k | +3% | 2.0k | 141.70 |
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| iShares Core MSCI Total Intl Stk ETF Equities (IXUS) | 0.1 | $280k | NEW | 4.0k | 70.18 |
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| Deere & Co Equities (DE) | 0.1 | $278k | NEW | 745.00 | 373.15 |
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| CVS Corp Equities (CVS) | 0.1 | $275k | +8% | 3.7k | 75.22 |
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| Vanguard MSCI EAFE ETF Equities (VEA) | 0.1 | $274k | 5.6k | 49.05 |
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| Chicago Mercantile Exch Equities (CME) | 0.1 | $273k | +10% | 1.3k | 203.73 |
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| Krogers Equities (KR) | 0.1 | $270k | NEW | 7.5k | 35.91 |
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| RealReal Equities (REAL) | 0.1 | $268k | NEW | 12k | 22.62 |
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| Schwab US Large Cap Equities (SCHG) | 0.1 | $268k | -32% | 2.1k | 129.53 |
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| S K Telecom Equities | 0.1 | $267k | NEW | 9.8k | 27.18 |
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| L G Philips Lcd Equities (LPL) | 0.1 | $264k | +23% | 27k | 9.97 |
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| Activision Equities | 0.1 | $263k | +5% | 2.8k | 92.67 |
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| Canadian Natl Ry Equities (CNI) | 0.1 | $263k | +16% | 2.3k | 115.76 |
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| Novo-Nordisk A-S Equities (NVO) | 0.1 | $259k | +26% | 3.8k | 67.34 |
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| Vaneck Vectors Amt-Free Equities (ITM) | 0.1 | $258k | +27% | 5.0k | 51.19 |
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| Spdr Nuveen Barclays Equities (TFI) | 0.1 | $258k | NEW | 5.0k | 51.60 |
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| Sanofi Aventis Equities (SNY) | 0.1 | $257k | -5% | 5.2k | 49.40 |
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| Idexx Labs Equities (IDXX) | 0.1 | $257k | +9% | 526.00 | 488.59 |
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| Raytheon Technologies Ord Equities (RTX) | 0.1 | $256k | NEW | 3.3k | 77.22 |
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| Travelers Group Equities (TRV) | 0.1 | $255k | +6% | 1.7k | 149.91 |
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| Diageo Equities (DEO) | 0.1 | $255k | +12% | 1.6k | 164.20 |
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| Diamondrock Hospitality Equities (DRH) | 0.1 | $253k | 25k | 10.29 |
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| Hca Equities (HCA) | 0.1 | $252k | +5% | 1.3k | 187.64 |
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| Progressive Corp. Equities (PGR) | 0.1 | $251k | 2.6k | 95.26 |
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| Palo Alto Networks Equities (PANW) | 0.1 | $251k | +2% | 781.00 | 321.38 |
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| Tata Motors Equities | 0.1 | $250k | +8% | 12k | 20.71 |
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| Vertex Pharmaceuticals Equities (VRTX) | 0.1 | $250k | +13% | 1.2k | 214.22 |
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| Intuit Equities (INTU) | 0.1 | $248k | +11% | 648.00 | 382.72 |
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| Fidelity Natl Info Svcs Equities (FIS) | 0.1 | $247k | +7% | 1.8k | 140.34 |
|
| Ebay Equities (EBAY) | 0.1 | $246k | NEW | 4.0k | 61.03 |
|
| Alexion Pharma Equities | 0.1 | $245k | +4% | 1.6k | 152.36 |
|
| Roper Industries Equities (ROP) | 0.1 | $243k | +8% | 603.00 | 402.99 |
|
| IHS Markit Ltd A Equities | 0.1 | $243k | 2.5k | 96.66 |
|
|
| Vedanta Equities | 0.1 | $239k | +8% | 19k | 12.55 |
|
| Ishares Tr S&P 500 Barra Equities (IVE) | 0.1 | $239k | +4% | 1.7k | 141.09 |
|
| TJX Companies Incorp Equities (TJX) | 0.1 | $239k | +8% | 3.6k | 66.11 |
|
| Colliers Intl Group Inc Sub Vtg Equities (CIGI) | 0.1 | $238k | 2.4k | 98.18 |
|
|
| General Dynamics Corp Equities (GD) | 0.1 | $237k | NEW | 1.3k | 180.92 |
|
| Citigroup Equities (C) | 0.1 | $236k | NEW | 3.2k | 72.66 |
|
| Royal Bk Cda Montreal Equities (RY) | 0.1 | $236k | NEW | 2.6k | 91.94 |
|
| Humana Equities (HUM) | 0.1 | $232k | 554.00 | 418.77 |
|
|
| Amerco Equities (UHAL) | 0.1 | $232k | NEW | 380.00 | 610.53 |
|
| American Electric Power Equities (AEP) | 0.1 | $230k | NEW | 2.7k | 84.68 |
|
| Constellation Brand Cl A Equities (STZ) | 0.1 | $229k | +4% | 1.0k | 227.41 |
|
| Biogen Idec Equities (BIIB) | 0.1 | $228k | NEW | 818.00 | 278.73 |
|
| Williams Companies Equities (WMB) | 0.1 | $228k | NEW | 9.7k | 23.61 |
|
| Align Technology Equities (ALGN) | 0.1 | $226k | +4% | 418.00 | 540.67 |
|
| Sherwin Williams Equities (SHW) | 0.1 | $226k | +12% | 307.00 | 736.16 |
|
| P P G Industries Equities (PPG) | 0.1 | $225k | +4% | 1.5k | 150.10 |
|
| Iqvia Hldgs Equities (IQV) | 0.1 | $225k | NEW | 1.2k | 192.64 |
|
| Veeva Systems Equities (VEEV) | 0.1 | $225k | +13% | 862.00 | 261.02 |
|
| Alaska Air Group Inc De Equities (ALK) | 0.1 | $223k | NEW | 3.2k | 69.02 |
|
| Intrcontinentalexchange Equities (ICE) | 0.1 | $222k | +9% | 2.0k | 111.56 |
|
| Chunghwa Telecom Co Adrf Equities (CHT) | 0.1 | $222k | -2% | 5.7k | 39.04 |
|
| Prologis Trust Equities (PLD) | 0.1 | $221k | NEW | 2.1k | 105.59 |
|
| Airbus Group Se Equities (EADSY) | 0.1 | $220k | NEW | 7.8k | 28.30 |
|
| Astrazeneca Equities (AZN) | 0.1 | $220k | NEW | 4.4k | 49.61 |
|
| Generac Holdings Equities (GNRC) | 0.1 | $218k | NEW | 668.00 | 326.35 |
|
| Applied Materials Equities (AMAT) | 0.1 | $217k | NEW | 1.6k | 133.29 |
|
| Wipro Equities (WIT) | 0.1 | $215k | +14% | 34k | 6.33 |
|
| Carnival Cruise Lines Inc Class A Equities (CCL) | 0.1 | $215k | NEW | 8.1k | 26.48 |
|
| Mondelez Intl Inc Cl A Equities (MDLZ) | 0.1 | $215k | NEW | 3.7k | 58.49 |
|
| Paccar Equities (PCAR) | 0.1 | $215k | NEW | 2.3k | 92.51 |
|
| Teledyne Equities (TDY) | 0.1 | $215k | 521.00 | 412.67 |
|
|
| Lockheed Martin Corp. Equities (LMT) | 0.1 | $212k | NEW | 574.00 | 369.34 |
|
| Shopify Equities (SHOP) | 0.1 | $212k | NEW | 192.00 | 1104.17 |
|
| Mettler Toledo Intl Incf Equities (MTD) | 0.1 | $212k | 184.00 | 1152.17 |
|
|
| Ishares Core Msci Eafe Equities (IEFA) | 0.1 | $212k | NEW | 3.0k | 71.86 |
|
| Conocophillips Equities (COP) | 0.1 | $212k | NEW | 4.0k | 52.79 |
|
| Citicorp Equities (CCI) | 0.1 | $211k | NEW | 1.2k | 171.68 |
|
| Intl Business Machines Equities (IBM) | 0.1 | $211k | NEW | 1.6k | 132.87 |
|
| Sensata Tech Hldgs Equities (ST) | 0.1 | $210k | NEW | 3.6k | 57.90 |
|
| Okta Equities (OKTA) | 0.1 | $206k | +3% | 936.00 | 220.09 |
|
| Lululemon Athletica Equities (LULU) | 0.1 | $206k | +15% | 672.00 | 306.55 |
|
| Bloomin Brands Equities (BLMN) | 0.1 | $206k | NEW | 7.6k | 26.98 |
|
| Waters Corp Equities (WAT) | 0.1 | $204k | NEW | 720.00 | 283.33 |
|
| Ohio Edison Equities (OEC) | 0.1 | $204k | 10k | 19.69 |
|
|
| Mitsubishi UFJ Financial Group Equities (MUFG) | 0.1 | $199k | 37k | 5.35 |
|
|
| Alltel Corporation Equities | 0.1 | $189k | 66k | 2.88 |
|
|
| Liberty Oilfield Services Equities (LBRT) | 0.1 | $188k | 17k | 11.24 |
|
|
| Natwest Group Adr Rep 2 Ord Equities | 0.1 | $184k | 34k | 5.36 |
|
|
| Korea Elec Power Cp Adrf Equities (KEP) | 0.1 | $182k | +19% | 18k | 10.23 |
|
| GoHealth Equities | 0.1 | $175k | NEW | 15k | 11.67 |
|
| Chatham Lodging Trust Equities (CLDT) | 0.1 | $174k | 13k | 13.09 |
|
|
| Nokia Corp Equities (NOK) | 0.1 | $155k | +11% | 39k | 3.95 |
|
| Micro Focus Int Equities | 0.0 | $139k | 18k | 7.65 |
|
|
| Ericsson Tel Adr B Equities (ERIC) | 0.0 | $135k | NEW | 10k | 13.17 |
|
| BlackBerry Equities (BB) | 0.0 | $129k | +9% | 15k | 8.41 |
|
| Energy Fuels Equities (UUUU) | 0.0 | $117k | 21k | 5.69 |
|
|
| Berry Corp Equities (BRY) | 0.0 | $115k | 21k | 5.50 |
|
|
| Telefonica Equities (TEF) | 0.0 | $103k | +7% | 23k | 4.50 |
|
| Banco Santander New Adrf Equities (SAN) | 0.0 | $103k | +22% | 30k | 3.42 |
|
| Gerdau SA Equities (GGB) | 0.0 | $99k | +5% | 19k | 5.30 |
|
| Cemex Sa Equities (CX) | 0.0 | $97k | +3% | 14k | 6.96 |
|
| Mizuho Finl Group Equities (MFG) | 0.0 | $96k | 33k | 2.90 |
|
|
| Kinross Gold Corp Equities (KGC) | 0.0 | $75k | +3% | 11k | 6.58 |
|
| Israel Chemicals Equities (ICL) | 0.0 | $64k | 11k | 5.79 |
|
|
| Itau Unibanco Holdin Equities (ITUB) | 0.0 | $59k | +2% | 12k | 4.91 |
|
| Energy Company of Minas Gerais Equities (CIG) | 0.0 | $57k | +2% | 25k | 2.26 |
|
| Enersis Chile S A Equities (ENIC) | 0.0 | $52k | 13k | 3.87 |
|
|
| Ambev Sa Equities (ABEV) | 0.0 | $47k | +18% | 17k | 2.71 |
|
Past Filings by WealthStone
SEC 13F filings are viewable for WealthStone going back to 2019
- WealthStone 2021 Q1 filed May 13, 2021
- WealthStone 2020 Q4 filed Feb. 4, 2021
- WealthStone 2020 Q3 filed Nov. 9, 2020
- WealthStone 2020 Q2 filed Aug. 4, 2020
- WealthStone 2020 Q1 filed April 29, 2020
- WealthStone 2019 Q4 filed Jan. 8, 2020
- WealthStone 2019 Q3 filed Nov. 15, 2019
- WealthStone 2019 Q2 filed Aug. 14, 2019
- WealthStone 2019 Q1 filed May 15, 2019