WealthStone, Inc. current holdings: USA Stocks
WealthStone, Inc. reported $0.13 billion in share positions in stocks (listed in the US), 214 positions, in its Form 13F for the quarter ended 2021-03-31; the largest are MSFT, AMZN, META.
- MSFT: Country of operation United States; Class Equities; Shares 40,132; Value $9,461,000.
- AMZN: Country of operation United States; Class Equities; Shares 2,645; Value $8,183,000.
- META: Country of operation United States; Class Equities; Shares 12,642; Value $3,723,000.
- GOOGL: Country of operation United States; Class Equities; Shares 1,613; Value $3,326,000.
Form 13F-HR as filed (SEC CIK 1548784): quarter ended 2021-03-31, filed 2021-05-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2021-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corp. | United States | Equities | 40,132 | $9,461,000 | 7.34% | 2021-03-31 | 2021-05-13 | +115.87% |
| AMZN Amazon Com Inc | United States | Equities | 2,645 | $8,183,000 | 6.35% | 2021-03-31 | 2021-05-13 | +59.45% |
| META Facebook Inc Class A | United States | Equities | 12,642 | $3,723,000 | 2.89% | 2021-03-31 | 2021-05-13 | +150.84% |
| GOOGL Google Inc Class A | United States | Equities | 1,613 | $3,326,000 | 2.58% | 2021-03-31 | 2021-05-13 | +230.57% |
| JNJ Johnson & Johnson | United States | Equities | 15,488 | $2,545,000 | 1.98% | 2021-03-31 | 2021-05-13 | +62.80% |
| GOOG Google Inc Class C | United States | Equities | 1,178 | $2,436,000 | 1.89% | 2021-03-31 | 2021-05-13 | +226.13% |
| AON Aon PLC | Ireland | Equities | 10,454 | $2,405,000 | 1.87% | 2021-03-31 | 2021-05-13 | +19.90% |
| TSLA Tesla Motors Inc | United States | Equities | 3,518 | $2,349,000 | 1.82% | 2021-03-31 | 2021-05-13 | +58.48% |
| SMFG Sumitomo Mitsu Finl | Equities | 297,735 | $2,158,000 | 1.68% | 2021-03-31 | 2021-05-13 | +258.90% | |
| TFC Truist Finl Corp Com | United States | Equities | 34,952 | $2,038,000 | 1.58% | 2021-03-31 | 2021-05-13 | -20.37% |
| UNH Unitedhealth Group Inc | United States | Equities | 5,086 | $1,892,000 | 1.47% | 2021-03-31 | 2021-05-13 | +0.77% |
| PG Procter & Gamble Co. | United States | Equities | 13,499 | $1,828,000 | 1.42% | 2021-03-31 | 2021-05-13 | +9.52% |
| V Visa Inc. | United States | Equities | 8,383 | $1,774,000 | 1.38% | 2021-03-31 | 2021-05-13 | +72.80% |
| CMCSA Comcast Corp New Cl A | United States | Equities | 30,368 | $1,643,000 | 1.28% | 2021-03-31 | 2021-05-13 | -57.40% |
| NVDA Nvidia Corp. | United States | Equities | 3,043 | $1,624,000 | 1.26% | 2021-03-31 | 2021-05-13 | +1601.95% |
| BRKB Berkshire Hathaway Inc B | Equities | 5,981 | $1,527,000 | 1.19% | 2021-03-31 | 2021-05-13 | ||
| JPM J P Morgan Chase & Co. | United States | Equities | 9,244 | $1,407,000 | 1.09% | 2021-03-31 | 2021-05-13 | +120.05% |
| MA MA | United States | Equities | 3,661 | $1,303,000 | 1.01% | 2021-03-31 | 2021-05-13 | +58.29% |
| TMO Thermo Fisher Scientific | United States | Equities | 2,807 | $1,281,000 | 0.99% | 2021-03-31 | 2021-05-13 | +48.91% |
| DIS Walt Disney Co. | United States | Equities | 6,838 | $1,261,000 | 0.98% | 2021-03-31 | 2021-05-13 | -42.87% |
| TSM Taiwan Semiconductr Adrf | Equities | 10,611 | $1,255,000 | 0.97% | 2021-03-31 | 2021-05-13 | +286.32% | |
| ABBV Abbvie Inc | United States | Equities | 11,543 | $1,249,000 | 0.97% | 2021-03-31 | 2021-05-13 | +143.29% |
| PYPL Paypal Holdings Inco | United States | Equities | 5,086 | $1,235,000 | 0.96% | 2021-03-31 | 2021-05-13 | -77.81% |
| INTC Intel Corp | United States | Equities | 19,221 | $1,230,000 | 0.95% | 2021-03-31 | 2021-05-13 | +81.14% |
| ADBE Adobe Systems Inc | United States | Equities | 2,358 | $1,120,000 | 0.87% | 2021-03-31 | 2021-05-13 | -50.95% |
| VFC V F Corp | United States | Equities | 12,410 | $991,000 | 0.77% | 2021-03-31 | 2021-05-13 | -81.86% |
| CVX Chevron/Texaco | United States | Equities | 9,396 | $984,000 | 0.76% | 2021-03-31 | 2021-05-13 | +95.04% |
| NFLX Netflix Inc | United States | Equities | 1,879 | $980,000 | 0.76% | 2021-03-31 | 2021-05-13 | +34.75% |
| F Ford Motor Co. | United States | Equities | 77,323 | $947,000 | 0.74% | 2021-03-31 | 2021-05-13 | +0.41% |
| HD Home Depot Inc. | United States | Equities | 3,098 | $945,000 | 0.73% | 2021-03-31 | 2021-05-13 | -5.64% |
| CRM Salesforce Com | United States | Equities | 4,285 | $907,000 | 0.70% | 2021-03-31 | 2021-05-13 | +6.34% |
| PEP PepsiCo Inc | United States | Equities | 6,150 | $869,000 | 0.67% | 2021-03-31 | 2021-05-13 | -9.02% |
| ING I N G Groep N V Adr | Equities | 70,454 | $861,000 | 0.67% | 2021-03-31 | 2021-05-13 | +195.01% | |
| COST Costco Whsl Corp New | United States | Equities | 2,409 | $849,000 | 0.66% | 2021-03-31 | 2021-05-13 | +162.31% |
| WMT Wal-Mart Stores Inc. | United States | Equities | 6,224 | $845,000 | 0.66% | 2021-03-31 | 2021-05-13 | +135.88% |
| NKE Nike Inc Class B | United States | Equities | 6,305 | $837,000 | 0.65% | 2021-03-31 | 2021-05-13 | -73.03% |
| NEE Nextera Energy Inc | United States | Equities | 10,616 | $802,000 | 0.62% | 2021-03-31 | 2021-05-13 | +0.37% |
| VZ Verizon Communications | United States | Equities | 13,568 | $788,000 | 0.61% | 2021-03-31 | 2021-05-13 | -20.93% |
| BA Boeing Co. | United States | Equities | 3,087 | $786,000 | 0.61% | 2021-03-31 | 2021-05-13 | -26.32% |
| KO Coca-Cola Co. | United States | Equities | 14,543 | $766,000 | 0.59% | 2021-03-31 | 2021-05-13 | +64.75% |
| CSCO Cisco Systems | United States | Equities | 14,288 | $738,000 | 0.57% | 2021-03-31 | 2021-05-13 | +106.81% |
| PFE Pfizer Incorporated | United States | Equities | 20,253 | $733,000 | 0.57% | 2021-03-31 | 2021-05-13 | -20.73% |
| WPP Wausau Paper Corp | Equities | 10,984 | $701,000 | 0.54% | 2021-03-31 | 2021-05-13 | -60.47% | |
| MRK Merck & Co Inc. | United States | Equities | 8,812 | $679,000 | 0.53% | 2021-03-31 | 2021-05-13 | +102.94% |
| LOW Lowes Companies Inc. | United States | Equities | 3,419 | $650,000 | 0.50% | 2021-03-31 | 2021-05-13 | -1.54% |
| QCOM QualComm Inc | United States | Equities | 4,863 | $644,000 | 0.50% | 2021-03-31 | 2021-05-13 | +38.85% |
| SONY Sony | Equities | 6,001 | $636,000 | 0.49% | 2021-03-31 | 2021-05-13 | +10.23% | |
| LLY Lilly Eli & Co. | United States | Equities | 3,307 | $617,000 | 0.48% | 2021-03-31 | 2021-05-13 | +534.10% |
| AMGN Amgen | United States | Equities | 2,471 | $614,000 | 0.48% | 2021-03-31 | 2021-05-13 | +70.27% |
| MDT Medtronic Inc. | Ireland | Equities | 5,206 | $614,000 | 0.48% | 2021-03-31 | 2021-05-13 | -26.28% |
| TXN Texas Instruments Inc | United States | Equities | 3,207 | $606,000 | 0.47% | 2021-03-31 | 2021-05-13 | +49.05% |
| DHR Danaher Corp Del | United States | Equities | 2,674 | $601,000 | 0.47% | 2021-03-31 | 2021-05-13 | +13.32% |
| NOW Service Now Inc | United States | Equities | 1,174 | $587,000 | 0.46% | 2021-03-31 | 2021-05-13 | +29.91% |
| NBTB N B T Bancorp Inc | United States | Equities | 14,349 | $572,000 | 0.44% | 2021-03-31 | 2021-05-13 | +25.86% |
| HONZZZZ Honeywell International | Equities | 2,609 | $566,000 | 0.44% | 2021-03-31 | 2021-05-13 | ||
| MNST Monster Worldwide Inc | United States | Equities | 6,101 | $555,000 | 0.43% | 2021-03-31 | 2021-05-13 | — split 2026-07-20, ratio not on file |
| HSBC HSBC Holdings PLC ADR | Equities | 18,881 | $550,000 | 0.43% | 2021-03-31 | 2021-05-13 | +245.64% | |
| ZTS Zoetis Inc | United States | Equities | 3,447 | $542,000 | 0.42% | 2021-03-31 | 2021-05-13 | -55.36% |
| WEN Wendy's | United States | Equities | 26,713 | $541,000 | 0.42% | 2021-03-31 | 2021-05-13 | -67.72% |
| XOMXXXX Exxon Corp | Equities | 9,665 | $539,000 | 0.42% | 2021-03-31 | 2021-05-13 | ||
| SCHW The Charles Schwab Corp | United States | Equities | 7,862 | $512,000 | 0.40% | 2021-03-31 | 2021-05-13 | +52.04% |
| RRGB Red Robin Gourmet Burgers Inc | United States | Equities | 12,642 | $504,000 | 0.39% | 2021-03-31 | 2021-05-13 | -80.82% |
| TM Toyota Motor CP Adr New | Equities | 3,152 | $491,000 | 0.38% | 2021-03-31 | 2021-05-13 | +19.64% | |
| TPR Tapestry Inc | United States | Equities | 11,730 | $483,000 | 0.37% | 2021-03-31 | 2021-05-13 | +176.92% |
| UPS United Parcel Service Class B | United States | Equities | 2,821 | $479,000 | 0.37% | 2021-03-31 | 2021-05-13 | -44.74% |
| EL Lauder Estee Co Inc Cl A | United States | Equities | 1,633 | $474,000 | 0.37% | 2021-03-31 | 2021-05-13 | -67.55% |
| BMY Bristol-Myers Co | United States | Equities | 7,302 | $460,000 | 0.36% | 2021-03-31 | 2021-05-13 | -0.43% |
| TGT Target Inc. | United States | Equities | 2,326 | $460,000 | 0.36% | 2021-03-31 | 2021-05-13 | -21.02% |
| ISRG Intuitive Surgical New | United States | Equities | 621 | $458,000 | 0.36% | 2021-03-31 | 2021-05-13 | +67.34% |
| MU Micron Technology Inc. | United States | Equities | 5,022 | $442,000 | 0.34% | 2021-03-31 | 2021-05-13 | +1107.44% |
| BFB Brown-Forman Corp | Equities | 6,372 | $439,000 | 0.34% | 2021-03-31 | 2021-05-13 | ||
| SBUX Starbucks Corp | United States | Equities | 4,020 | $439,000 | 0.34% | 2021-03-31 | 2021-05-13 | -12.67% |
| ILPT Industrial Logistics Propert | United States | Equities | 18,837 | $435,000 | 0.34% | 2021-03-31 | 2021-05-13 | -68.96% |
| MMM 3M Co. | United States | Equities | 2,185 | $421,000 | 0.33% | 2021-03-31 | 2021-05-13 | +4.59% |
| MCD McDonalds Corp | United States | Equities | 1,879 | $421,000 | 0.33% | 2021-03-31 | 2021-05-13 | +4.39% |
| TMUS T-Mobile US Inc | United States | Equities | 3,295 | $412,000 | 0.32% | 2021-03-31 | 2021-05-13 | +30.08% |
| CBRE CBRE Group Inc | United States | Equities | 5,162 | $408,000 | 0.32% | 2021-03-31 | 2021-05-13 | +65.39% |
| LNG Cheniere Energy Inc | United States | Equities | 5,639 | $406,000 | 0.32% | 2021-03-31 | 2021-05-13 | +271.18% |
| MAR Marriott International | United States | Equities | 2,707 | $400,000 | 0.31% | 2021-03-31 | 2021-05-13 | +144.16% |
| CI Cigna Corp. | United States | Equities | 1,645 | $397,000 | 0.31% | 2021-03-31 | 2021-05-13 | +13.87% |
| UNP Union Pacific Corp. | United States | Equities | 1,782 | $392,000 | 0.30% | 2021-03-31 | 2021-05-13 | +24.38% |
| EW Edwards Lifesciences CP | United States | Equities | 4,679 | $391,000 | 0.30% | 2021-03-31 | 2021-05-13 | +5.31% |
| AMT American Tower Corp Cl A | United States | Equities | 1,632 | $390,000 | 0.30% | 2021-03-31 | 2021-05-13 | -30.00% |
| SYK Stryker Corp. | United States | Equities | 1,598 | $389,000 | 0.30% | 2021-03-31 | 2021-05-13 | +14.45% |
| EQIX Equinix Inc New | United States | Equities | 568 | $386,000 | 0.30% | 2021-03-31 | 2021-05-13 | +49.39% |
| SPGI S&Pglobal Inc Com | United States | Equities | 1,090 | $384,000 | 0.30% | 2021-03-31 | 2021-05-13 | +17.56% |
| AMD Advanced Micro Devices | United States | Equities | 4,877 | $382,000 | 0.30% | 2021-03-31 | 2021-05-13 | +673.97% |
| AXP American Express Co. | United States | Equities | 2,690 | $380,000 | 0.29% | 2021-03-31 | 2021-05-13 | +115.92% |
| PKX Pohang Iron & Steel Adr | Equities | 5,117 | $369,000 | 0.29% | 2021-03-31 | 2021-05-13 | -21.94% | |
| CVE Cenovus Energy Inc | Equities | 48,500 | $364,000 | 0.28% | 2021-03-31 | 2021-05-13 | +311.70% | |
| BKNG BOOKING HOLDINGS INC | United States | Equities | 155 | $361,000 | 0.28% | 2021-03-31 | 2021-05-13 | +74.20% |
| ELV Anthem Inc | United States | Equities | 1,003 | $360,000 | 0.28% | 2021-03-31 | 2021-05-13 | +9.41% |
| DHIL Diamond Hill Investment Group Inc | United States | Equities | 2,278 | $355,000 | 0.28% | 2021-03-31 | 2021-05-13 | |
| XHR Xenia Hotels & Resorts Inc | United States | Equities | 17,681 | $344,000 | 0.27% | 2021-03-31 | 2021-05-13 | -6.00% |
| CHTR Charter Communications | United States | Equities | 556 | $343,000 | 0.27% | 2021-03-31 | 2021-05-13 | -82.06% |
| USB U S Bancorp Del | United States | Equities | 6,208 | $343,000 | 0.27% | 2021-03-31 | 2021-05-13 | +5.12% |
| AVGO Avago Technologies | United States | Equities | 737 | $341,000 | 0.26% | 2021-03-31 | 2021-05-13 | +665.80% |
| XYZ Square Inc | United States | Equities | 1,485 | $337,000 | 0.26% | 2021-03-31 | 2021-05-13 | -67.39% |
| CAT Caterpillar Inc. | United States | Equities | 1,445 | $335,000 | 0.26% | 2021-03-31 | 2021-05-13 | +256.51% |
| NVS Novartis A G Spon Adr | Equities | 3,924 | $335,000 | 0.26% | 2021-03-31 | 2021-05-13 | +70.46% |
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