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.
- ILMN: Country of operation United States; Class Equities; Shares 866; Value $332,000.
- CCJ: Country of operation —; Class Equities; Shares 19,969; Value $331,000.
- IBN: Country of operation —; Class Equities; Shares 20,435; Value $327,000.
- ACN: Country of operation —; Class Equities; Shares 1,183; Value $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 |
|---|---|---|---|---|---|---|---|---|
| ILMN Illumina Inc | United States | Equities | 866 | $332,000 | 0.26% | 2021-03-31 | 2021-05-13 | -27.19% |
| CCJ Cameco Corp | Equities | 19,969 | $331,000 | 0.26% | 2021-03-31 | 2021-05-13 | +423.06% | |
| IBN Icici Bank Ltd | Equities | 20,435 | $327,000 | 0.25% | 2021-03-31 | 2021-05-13 | +69.99% | |
| ACN Accenture Ltd Cl A | Equities | 1,183 | $326,000 | 0.25% | 2021-03-31 | 2021-05-13 | -35.88% | |
| PM Philip Morris Intl Inc | United States | Equities | 3,654 | $324,000 | 0.25% | 2021-03-31 | 2021-05-13 | +118.50% |
| KB Kookmin Bank Adr | Equities | 6,569 | $324,000 | 0.25% | 2021-03-31 | 2021-05-13 | +158.75% | |
| FISV Fiserv Inc | United States | Equities | 2,716 | $323,000 | 0.25% | 2021-03-31 | 2021-05-13 | — split 2025-10-29, ratio not on file |
| UMC UNITED MICROELECTRONICS A | Equities | 35,264 | $321,000 | 0.25% | 2021-03-31 | 2021-05-13 | +171.35% | |
| AAGIY AIA Group Ltd | Equities | 6,504 | $319,000 | 0.25% | 2021-03-31 | 2021-05-13 | ||
| INFY Infosys Tech Spon Adr | Equities | 17,021 | $318,000 | 0.25% | 2021-03-31 | 2021-05-13 | -43.16% | |
| OXY Occidental Pete Corp | United States | Equities | 11,814 | $314,000 | 0.24% | 2021-03-31 | 2021-05-13 | +106.39% |
| SHG Shinhan Finl Group Adr | Equities | 9,385 | $314,000 | 0.24% | 2021-03-31 | 2021-05-13 | +143.86% | |
| DAL Delta Air Lines Inc. | United States | Equities | 6,437 | $310,000 | 0.24% | 2021-03-31 | 2021-05-13 | +75.79% |
| ECL Ecolab Inc | United States | Equities | 1,450 | $310,000 | 0.24% | 2021-03-31 | 2021-05-13 | +29.80% |
| PNC PNC Financial Corp. | United States | Equities | 1,765 | $309,000 | 0.24% | 2021-03-31 | 2021-05-13 | +26.36% |
| GIB Groupe C G I Inc | Equities | 3,714 | $309,000 | 0.24% | 2021-03-31 | 2021-05-13 | -18.75% | |
| APLE Apple Hospitality Reit Inc Com New | United States | Equities | 21,140 | $308,000 | 0.24% | 2021-03-31 | 2021-05-13 | +11.67% |
| ORCL Oracle Corp Com | United States | Equities | 4,359 | $305,000 | 0.24% | 2021-03-31 | 2021-05-13 | +96.37% |
| UBER Uber Technologies Inc | United States | Equities | 5,603 | $305,000 | 0.24% | 2021-03-31 | 2021-05-13 | +27.24% |
| ASX Adv Semicndctor Eng | Equities | 39,476 | $303,000 | 0.24% | 2021-03-31 | 2021-05-13 | +488.44% | |
| MCK Mckesson Corporation | United States | Equities | 1,556 | $303,000 | 0.24% | 2021-03-31 | 2021-05-13 | +343.41% |
| GLNG Golar LNG Ltd | Equities | 29,555 | $302,000 | 0.23% | 2021-03-31 | 2021-05-13 | +371.46% | |
| ADSK Autodesk Inc | United States | Equities | 1,089 | $301,000 | 0.23% | 2021-03-31 | 2021-05-13 | -26.69% |
| SYY Sysco Corporation | United States | Equities | 3,810 | $299,000 | 0.23% | 2021-03-31 | 2021-05-13 | -0.32% |
| INN Summit Hotel Properties Inc | United States | Equities | 28,735 | $291,000 | 0.23% | 2021-03-31 | 2021-05-13 | -41.83% |
| BHP BHP BILLITON LTD ADR | Equities | 4,181 | $290,000 | 0.23% | 2021-03-31 | 2021-05-13 | +37.03% | |
| ADP Automatic Data Processing Inc. | United States | Equities | 1,523 | $287,000 | 0.22% | 2021-03-31 | 2021-05-13 | +38.91% |
| BDX Becton Dickenson & Co. | United States | Equities | 1,173 | $285,000 | 0.22% | 2021-03-31 | 2021-05-13 | -2.42% |
| T American Tel & Tel Co. | United States | Equities | 9,408 | $284,000 | 0.22% | 2021-03-31 | 2021-05-13 | +7.09% |
| ADI Analog Devices Inc. | United States | Equities | 1,835 | $284,000 | 0.22% | 2021-03-31 | 2021-05-13 | +156.78% |
| AWK American Water Works Inc. | United States | Equities | 1,889 | $283,000 | 0.22% | 2021-03-31 | 2021-05-13 | -13.42% |
| BSX Boston Scientific Corp | United States | Equities | 7,341 | $283,000 | 0.22% | 2021-03-31 | 2021-05-13 | +13.53% |
| WF Woori Finance Hldgs Adrf | Equities | 10,412 | $282,000 | 0.22% | 2021-03-31 | 2021-05-13 | +194.02% | |
| DRI Darden Restaurants Inc | United States | Equities | 1,976 | $280,000 | 0.22% | 2021-03-31 | 2021-05-13 | +37.40% |
| DE Deere & Co | United States | Equities | 745 | $278,000 | 0.22% | 2021-03-31 | 2021-05-13 | +81.88% |
| CVS CVS Corp | United States | Equities | 3,656 | $275,000 | 0.21% | 2021-03-31 | 2021-05-13 | +15.78% |
| CME Chicago Mercantile Exch | United States | Equities | 1,340 | $273,000 | 0.21% | 2021-03-31 | 2021-05-13 | +28.88% |
| KR Krogers | United States | Equities | 7,518 | $270,000 | 0.21% | 2021-03-31 | 2021-05-13 | +68.91% |
| REAL The RealReal Inc | United States | Equities | 11,846 | $268,000 | 0.21% | 2021-03-31 | 2021-05-13 | -61.16% |
| LPL L G Philips Lcd Co Adr | Equities | 26,467 | $264,000 | 0.20% | 2021-03-31 | 2021-05-13 | -70.17% | |
| CNI Canadian Natl Ry Co | Equities | 2,272 | $263,000 | 0.20% | 2021-03-31 | 2021-05-13 | +3.94% | |
| NVO Novo-Nordisk A-S Adr | Equities | 3,846 | $259,000 | 0.20% | 2021-03-31 | 2021-05-13 | +13.65% | |
| SNY Sanofi Aventis Adr | Equities | 5,202 | $257,000 | 0.20% | 2021-03-31 | 2021-05-13 | -17.63% | |
| IDXX Idexx Labs Inc. | United States | Equities | 526 | $257,000 | 0.20% | 2021-03-31 | 2021-05-13 | +9.02% |
| RTX Raytheon Technologies Ord | United States | Equities | 3,315 | $256,000 | 0.20% | 2021-03-31 | 2021-05-13 | +141.93% |
| DEO Diageo Plc New Adr | Equities | 1,553 | $255,000 | 0.20% | 2021-03-31 | 2021-05-13 | -48.03% | |
| TRV Travelers Group Inc. | United States | Equities | 1,701 | $255,000 | 0.20% | 2021-03-31 | 2021-05-13 | +141.50% |
| DRH Diamondrock Hospitality | United States | Equities | 24,597 | $253,000 | 0.20% | 2021-03-31 | 2021-05-13 | +21.07% |
| HCA HCA Inc | United States | Equities | 1,343 | $252,000 | 0.20% | 2021-03-31 | 2021-05-13 | +129.18% |
| PANW Palo Alto Networks Inc | United States | Equities | 781 | $251,000 | 0.19% | 2021-03-31 | 2021-05-13 | +623.57% |
| PGR Progressive Corp. | United States | Equities | 2,635 | $251,000 | 0.19% | 2021-03-31 | 2021-05-13 | +120.19% |
| VRTX Vertex Pharmaceuticals | United States | Equities | 1,167 | $250,000 | 0.19% | 2021-03-31 | 2021-05-13 | +145.12% |
| INTU Intuit Inc | United States | Equities | 648 | $248,000 | 0.19% | 2021-03-31 | 2021-05-13 | -30.03% |
| FIS Fidelity Natl Info Svcs | United States | Equities | 1,760 | $247,000 | 0.19% | 2021-03-31 | 2021-05-13 | -76.28% |
| EBAY Ebay Inc | United States | Equities | 4,031 | $246,000 | 0.19% | 2021-03-31 | 2021-05-13 | +71.80% |
| ROP Roper Industries Inc | United States | Equities | 603 | $243,000 | 0.19% | 2021-03-31 | 2021-05-13 | -13.36% |
| TJX TJX Companies Incorp | United States | Equities | 3,615 | $239,000 | 0.19% | 2021-03-31 | 2021-05-13 | +102.27% |
| CIGI Colliers Intl Group Inc Sub Vtg Shs | Equities | 2,424 | $238,000 | 0.18% | 2021-03-31 | 2021-05-13 | -8.35% | |
| GD General Dynamics Corp | United States | Equities | 1,310 | $237,000 | 0.18% | 2021-03-31 | 2021-05-13 | +83.05% |
| C Citigroup Inc | United States | Equities | 3,248 | $236,000 | 0.18% | 2021-03-31 | 2021-05-13 | +79.79% |
| RY Royal Bk Cda Montreal | Equities | 2,567 | $236,000 | 0.18% | 2021-03-31 | 2021-05-13 | +116.68% | |
| UHAL Amerco | United States | Equities | 380 | $232,000 | 0.18% | 2021-03-31 | 2021-05-13 | -0.62% |
| HUM Humana Inc | United States | Equities | 554 | $232,000 | 0.18% | 2021-03-31 | 2021-05-13 | -7.72% |
| AEP American Electric Power | United States | Equities | 2,716 | $230,000 | 0.18% | 2021-03-31 | 2021-05-13 | +40.85% |
| STZ Constellation Brand Cl A | United States | Equities | 1,007 | $229,000 | 0.18% | 2021-03-31 | 2021-05-13 | -50.54% |
| BIIB Biogen Idec Inc | United States | Equities | 818 | $228,000 | 0.18% | 2021-03-31 | 2021-05-13 | -18.83% |
| WMB Williams Companies | United States | Equities | 9,657 | $228,000 | 0.18% | 2021-03-31 | 2021-05-13 | +189.70% |
| ALGN Align Technology Inc | United States | Equities | 418 | $226,000 | 0.18% | 2021-03-31 | 2021-05-13 | -73.41% |
| SHW Sherwin Williams Co | United States | Equities | 307 | $226,000 | 0.18% | 2021-03-31 | 2021-05-13 | +34.33% |
| PPG P P G Industries Inc. | United States | Equities | 1,499 | $225,000 | 0.17% | 2021-03-31 | 2021-05-13 | -29.44% |
| VEEV Veeva Systems Inc | United States | Equities | 862 | $225,000 | 0.17% | 2021-03-31 | 2021-05-13 | +6.63% |
| IQV Iqvia Hldgs Inc | United States | Equities | 1,168 | $225,000 | 0.17% | 2021-03-31 | 2021-05-13 | +39.27% |
| ALK Alaska Air Group Inc De | United States | Equities | 3,231 | $223,000 | 0.17% | 2021-03-31 | 2021-05-13 | -42.31% |
| CHT Chunghwa Telecom Co Adrf | Equities | 5,687 | $222,000 | 0.17% | 2021-03-31 | 2021-05-13 | +16.48% | |
| ICE Intrcontinentalexchange | United States | Equities | 1,990 | $222,000 | 0.17% | 2021-03-31 | 2021-05-13 | +36.27% |
| PLD Prologis Trust | United States | Equities | 2,093 | $221,000 | 0.17% | 2021-03-31 | 2021-05-13 | +25.10% |
| EADSY Airbus Group Se | Equities | 7,773 | $220,000 | 0.17% | 2021-03-31 | 2021-05-13 | ||
| GNRC Generac Holdings Inc | United States | Equities | 668 | $218,000 | 0.17% | 2021-03-31 | 2021-05-13 | -35.19% |
| AMAT Applied Materials Inc | United States | Equities | 1,628 | $217,000 | 0.17% | 2021-03-31 | 2021-05-13 | +283.24% |
| MDLZ Mondelez Intl Inc Cl A | United States | Equities | 3,676 | $215,000 | 0.17% | 2021-03-31 | 2021-05-13 | +1.35% |
| PCAR Paccar Inc | United States | Equities | 2,324 | $215,000 | 0.17% | 2021-03-31 | 2021-05-13 | +80.47% |
| TDY Teledyne Inc. | United States | Equities | 521 | $215,000 | 0.17% | 2021-03-31 | 2021-05-13 | +46.40% |
| WIT Wipro Ltd | Equities | 33,959 | $215,000 | 0.17% | 2021-03-31 | 2021-05-13 | -49.21% | |
| COP Conocophillips | United States | Equities | 4,016 | $212,000 | 0.16% | 2021-03-31 | 2021-05-13 | +136.81% |
| LMT Lockheed Martin Corp. | United States | Equities | 574 | $212,000 | 0.16% | 2021-03-31 | 2021-05-13 | +38.62% |
| MTD Mettler Toledo Intl Incf | Equities | 184 | $212,000 | 0.16% | 2021-03-31 | 2021-05-13 | +33.02% | |
| SHOP Shopify Inc | Equities | 192 | $212,000 | 0.16% | 2021-03-31 | 2021-05-13 | +33.99% | |
| CCI Citicorp | United States | Equities | 1,229 | $211,000 | 0.16% | 2021-03-31 | 2021-05-13 | -61.04% |
| IBM Intl Business Machines | United States | Equities | 1,588 | $211,000 | 0.16% | 2021-03-31 | 2021-05-13 | +72.68% |
| ST Sensata Tech Hldgs | Equities | 3,627 | $210,000 | 0.16% | 2021-03-31 | 2021-05-13 | -27.68% | |
| BLMN Bloomin Brands Inc | United States | Equities | 7,634 | $206,000 | 0.16% | 2021-03-31 | 2021-05-13 | -70.20% |
| LULU Lululemon Athletica Inc | Equities | 672 | $206,000 | 0.16% | 2021-03-31 | 2021-05-13 | -68.42% | |
| OKTA Okta Inc | United States | Equities | 936 | $206,000 | 0.16% | 2021-03-31 | 2021-05-13 | -7.05% |
| OEC Ohio Edison Co. | Equities | 10,361 | $204,000 | 0.16% | 2021-03-31 | 2021-05-13 | -70.54% | |
| WAT Waters Corp | United States | Equities | 720 | $204,000 | 0.16% | 2021-03-31 | 2021-05-13 | +55.98% |
| MUFG Mitsubishi UFJ Financial Group Inc | Equities | 37,164 | $199,000 | 0.15% | 2021-03-31 | 2021-05-13 | +329.93% | |
| LBRT Liberty Oilfield Services Inc | United States | Equities | 16,724 | $188,000 | 0.15% | 2021-03-31 | 2021-05-13 | +63.33% |
| KEP Korea Elec Power Cp Adrf | Equities | 17,787 | $182,000 | 0.14% | 2021-03-31 | 2021-05-13 | +8.19% | |
| CLDT Chatham Lodging Trust | United States | Equities | 13,290 | $174,000 | 0.14% | 2021-03-31 | 2021-05-13 | +2.43% |
| NOK Nokia Corp | Equities | 39,246 | $155,000 | 0.12% | 2021-03-31 | 2021-05-13 | +161.62% |
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| Not available yet | |||