$282 Million is the total value of WealthStone, Inc.'s 254 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 53.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MUB | Buy | Ishares TRUSTequities | $36,411,000 | +11.5% | 310,670 | +10.3% | 12.92% | -13.3% |
| IVV | Buy | Ishares Core S&P 500 ETFequities | $22,118,000 | +14.2% | 58,919 | +2.3% | 7.85% | -11.2% |
| AGG | Buy | Ishares BarCap Aggregate Bond Indexequities | $17,122,000 | +7.1% | 144,868 | +7.0% | 6.08% | -16.8% |
| IWB | Buy | Ishares Russell 1000 Indexequities | $14,903,000 | +17.7% | 70,349 | +4.0% | 5.29% | -8.5% |
| AAPL | Buy | Apple Computerequities | $11,559,000 | +17.1% | 87,111 | +2.2% | 4.10% | -9.0% |
| GIGB | Buy | Goldman Sachs Acss Invmt Grd Corp Bd ETFequities | $10,929,000 | +12.0% | 194,336 | +9.8% | 3.88% | -13.0% |
| DFAE | New | Dimensional Emerging Mkts Core Equity ETFequities | $9,879,000 | – | 367,785 | +100.0% | 3.50% | – |
| VCIT | Buy | Vanguard Corp Bond Etfequities | $9,461,000 | +12.2% | 97,392 | +10.7% | 3.36% | -12.8% |
| AMZN | Buy | Amazon Com Incequities | $8,234,000 | +8.7% | 2,528 | +5.1% | 2.92% | -15.5% |
| MSFT | Buy | Microsoft Corpequities | $8,088,000 | +8.5% | 36,362 | +2.6% | 2.87% | -15.6% |
| DFAU | New | Dimensional US Core Equity Market ETFequities | $7,784,000 | – | 296,076 | +100.0% | 2.76% | – |
| FB | Buy | Facebook Inc Class Aequities | $3,327,000 | +6.4% | 12,180 | +2.0% | 1.18% | -17.4% |
| GOOGL | Buy | Google Inc Class Aequities | $2,699,000 | +22.5% | 1,540 | +2.4% | 0.96% | -4.8% |
| TSLA | Buy | Tesla Motors Incequities | $2,370,000 | +67.6% | 3,358 | +1.9% | 0.84% | +30.4% |
| JNJ | Buy | Johnson & Johnsonequities | $2,255,000 | +7.2% | 14,327 | +1.4% | 0.80% | -16.7% |
| PG | Buy | Procter & Gamble Coequities | $1,975,000 | +2.3% | 14,194 | +2.2% | 0.70% | -20.4% |
| GOOG | Buy | Google Inc Class Cequities | $1,950,000 | +22.2% | 1,113 | +2.5% | 0.69% | -5.1% |
| SMFG | Buy | Sumitomo Mitsu Finlequities | $1,834,000 | +10.5% | 297,306 | +0.2% | 0.65% | -14.0% |
| V | Buy | Visa Incequities | $1,750,000 | +10.8% | 8,002 | +1.3% | 0.62% | -13.9% |
| UNH | Buy | Unitedhealth Group Incequities | $1,727,000 | +15.2% | 4,926 | +2.5% | 0.61% | -10.4% |
| EFA | New | Ishares Tr Msci Eafe Fdunit trusts | $1,670,000 | – | 22,892 | +100.0% | 0.59% | – |
| IEUR | Buy | iShares Core MSCI Europe ETFequities | $1,602,000 | +15.0% | 31,231 | +0.2% | 0.57% | -10.7% |
| MA | Buy | MAequities | $1,195,000 | +9.3% | 3,349 | +3.6% | 0.42% | -15.0% |
| ADBE | Buy | Adobe Systems Incequities | $1,155,000 | +4.9% | 2,309 | +2.9% | 0.41% | -18.5% |
| PYPL | Buy | Paypal Holdings Incoequities | $1,127,000 | +22.5% | 4,812 | +3.0% | 0.40% | -4.8% |
| VNQ | Buy | Vanguard Reitequities | $1,112,000 | +7.6% | 13,098 | +0.1% | 0.40% | -16.3% |
| TSM | Buy | Taiwan Semiconductr Adrfequities | $1,114,000 | +47.0% | 10,216 | +9.3% | 0.40% | +14.2% |
| CRM | Buy | Salesforce Comequities | $968,000 | -11.4% | 4,351 | +0.1% | 0.34% | -31.3% |
| JPM | Buy | J P Morgan Chase & Coequities | $938,000 | +41.7% | 7,379 | +7.2% | 0.33% | +10.3% |
| COST | Buy | Costco Whsl Corp Newequities | $907,000 | +9.0% | 2,407 | +2.6% | 0.32% | -15.3% |
| WMT | Buy | Wal-Mart Stores Inc.equities | $898,000 | +17.5% | 6,228 | +14.0% | 0.32% | -8.6% |
| SPY | New | S P D R TRUST Seriesunit trusts | $897,000 | – | 2,398 | +100.0% | 0.32% | – |
| IEMG | Buy | Ishares Etfequities | $879,000 | +22.8% | 14,174 | +4.5% | 0.31% | -4.6% |
| PEP | Buy | PepsiCo Incequities | $876,000 | +11.0% | 5,908 | +3.8% | 0.31% | -13.6% |
| DFAI | New | Dimensional International Core Equity Market ETFequities | $874,000 | – | 32,949 | +100.0% | 0.31% | – |
| NKE | Buy | Nike Inc Class Bequities | $851,000 | +16.6% | 6,014 | +3.5% | 0.30% | -9.3% |
| TFC | Buy | Truist Finl Corp Comequities | $846,000 | +269.4% | 17,641 | +193.0% | 0.30% | +185.7% |
| VB | Buy | Vanguard Small Capequities | $834,000 | +66.5% | 4,284 | +31.5% | 0.30% | +29.3% |
| NEE | Buy | Nextera Energy Incequities | $820,000 | +14.7% | 10,624 | +312.6% | 0.29% | -10.7% |
| VZ | Buy | Verizon Communicationsequities | $797,000 | +7.1% | 13,562 | +8.5% | 0.28% | -16.8% |
| BABA | Buy | Alibaba Group Hldgequities | $789,000 | -18.4% | 3,392 | +3.1% | 0.28% | -36.5% |
| HD | Buy | Home Depot Incequities | $758,000 | +0.1% | 2,852 | +4.6% | 0.27% | -22.3% |
| ABT | Buy | Abbott Laboratoriesequities | $754,000 | +4.4% | 6,882 | +3.8% | 0.27% | -18.8% |
| KO | Buy | Coca-Cola Coequities | $724,000 | +12.4% | 13,205 | +1.2% | 0.26% | -12.6% |
| F | Buy | Ford Motor Coequities | $665,000 | +32.5% | 75,670 | +0.4% | 0.24% | +3.1% |
| ING | Buy | I N G Groep N V Adrequities | $652,000 | +34.7% | 69,088 | +1.0% | 0.23% | +4.5% |
| PFE | Buy | Pfizer Incorporatedequities | $647,000 | +4.0% | 17,581 | +3.7% | 0.23% | -19.0% |
| BA | Buy | Boeing Coequities | $621,000 | +47.2% | 2,902 | +13.6% | 0.22% | +14.0% |
| WPP | Buy | Wausau Paper Corpequities | $589,000 | +40.6% | 10,897 | +2.2% | 0.21% | +9.4% |
| ASML | Buy | A S M Lithography Hldgequities | $563,000 | +45.9% | 1,155 | +10.6% | 0.20% | +13.6% |
| AMGN | Buy | Amgenequities | $553,000 | -8.3% | 2,407 | +1.5% | 0.20% | -28.7% |
| MNST | Buy | Monster Worldwide Incequities | $550,000 | +21.1% | 5,946 | +5.0% | 0.20% | -5.8% |
| DHR | Buy | Danaher Corp Delequities | $549,000 | +9.4% | 2,470 | +6.1% | 0.20% | -14.8% |
| BCS | Buy | Barclays Bank Plc Adrequities | $540,000 | +65.6% | 67,603 | +3.9% | 0.19% | +28.9% |
| HON | Buy | Honeywell Internationalequities | $516,000 | +39.5% | 2,427 | +8.0% | 0.18% | +8.3% |
| LOW | Buy | Lowes Companies Incequities | $510,000 | -1.2% | 3,177 | +2.1% | 0.18% | -23.3% |
| BFB | Buy | Brown-Forman Corpequities | $503,000 | +6.1% | 6,338 | +0.7% | 0.18% | -17.6% |
| APTV | Buy | Aptiv PLCequities | $494,000 | +42.8% | 3,791 | +0.3% | 0.18% | +10.8% |
| TXN | Buy | Texas Instruments Incequities | $489,000 | +21.3% | 2,977 | +5.4% | 0.17% | -6.0% |
| ISRG | Buy | Intuitive Surgical Newequities | $480,000 | +19.1% | 587 | +3.3% | 0.17% | -7.6% |
| IWM | New | Ishares Russell 2000 Indexequities | $464,000 | – | 2,367 | +100.0% | 0.16% | – |
| HSBC | Buy | HSBC Holdings PLC ADRequities | $461,000 | +56.8% | 17,786 | +18.5% | 0.16% | +22.4% |
| IJJ | Buy | Ishares S&P MidCap 400 Value Indexequities | $453,000 | +21.1% | 5,249 | +89.1% | 0.16% | -5.8% |
| UPS | Buy | United Parcel Service Class Bequities | $450,000 | +4.7% | 2,671 | +3.6% | 0.16% | -18.4% |
| IWF | New | Ishares Tr Russell 1000 Growthunit trusts | $450,000 | – | 1,865 | +100.0% | 0.16% | – |
| TM | Buy | Toyota Motor CP Adr Newequities | $446,000 | +23.2% | 2,888 | +5.7% | 0.16% | -4.2% |
| RSP | New | Rydex Etf TRUSTequities | $441,000 | – | 3,458 | +100.0% | 0.16% | – |
| AMD | Buy | Advanced Micro Devicesequities | $433,000 | +12.8% | 4,726 | +0.9% | 0.15% | -12.0% |
| GE | Buy | General Electricequities | $418,000 | +101.0% | 38,742 | +15.9% | 0.15% | +55.8% |
| EL | Buy | Lauder Estee Co Inc Cl Aequities | $399,000 | +22.4% | 1,499 | +0.5% | 0.14% | -4.7% |
| BMY | Buy | Bristol-Myers Coequities | $397,000 | +18.2% | 6,397 | +14.9% | 0.14% | -7.8% |
| MMM | Buy | Minnesota Mining & Mfgequities | $398,000 | +13.1% | 2,279 | +3.8% | 0.14% | -12.4% |
| SBUX | Buy | Starbucks Corpequities | $397,000 | +27.7% | 3,709 | +2.4% | 0.14% | -0.7% |
| TMUS | Buy | T-Mobile US Incequities | $395,000 | +23.1% | 2,926 | +4.1% | 0.14% | -4.8% |
| EQIX | Buy | Equinix Inc Newequities | $394,000 | -4.1% | 551 | +1.8% | 0.14% | -25.5% |
| SCHG | New | Schwab US Large Capequities | $394,000 | – | 3,069 | +100.0% | 0.14% | – |
| JHX | Buy | James Hardie Inds Adrequities | $389,000 | +26.7% | 13,103 | +1.6% | 0.14% | -1.4% |
| TGT | Buy | Target Incequities | $383,000 | +13.0% | 2,170 | +0.8% | 0.14% | -12.3% |
| SYK | Buy | Stryker Corpequities | $365,000 | +20.5% | 1,489 | +2.5% | 0.13% | -5.8% |
| LCNB | New | LCNB Corpequities | $367,000 | – | 25,000 | +100.0% | 0.13% | – |
| ABBV | Buy | Abbvie Incequities | $357,000 | +35.7% | 3,335 | +10.9% | 0.13% | +5.8% |
| CP | Buy | Canadian Pac Railwayequities | $352,000 | +19.7% | 1,014 | +4.9% | 0.12% | -6.7% |
| MU | New | Micron Technology Incequities | $349,000 | – | 4,648 | +100.0% | 0.12% | – |
| BLK | Buy | BLACKROCK INC CLASS Aequities | $349,000 | +34.2% | 483 | +4.8% | 0.12% | +4.2% |
| LNG | Buy | Cheniere Energy Incequities | $337,000 | +33.2% | 5,612 | +2.8% | 0.12% | +4.3% |
| CI | Buy | Cigna Corpequities | $338,000 | +30.0% | 1,625 | +6.0% | 0.12% | +0.8% |
| CHTR | Buy | Charter Communicationsequities | $334,000 | +22.3% | 505 | +15.3% | 0.12% | -4.8% |
| ADSK | New | Autodesk Incequities | $328,000 | – | 1,073 | +100.0% | 0.12% | – |
| UNP | Buy | Union Pacific Corpequities | $328,000 | +9.3% | 1,577 | +3.4% | 0.12% | -15.3% |
| SPGI | Buy | S&Pglobal Inc Comequities | $325,000 | -7.1% | 988 | +1.9% | 0.12% | -28.1% |
| BKNG | Buy | BOOKING HOLDINGS INCequities | $321,000 | +33.2% | 144 | +2.1% | 0.11% | +3.6% |
| BDX | Buy | Becton Dickenson & Coequities | $319,000 | +23.2% | 1,273 | +14.3% | 0.11% | -4.2% |
| CBRE | Buy | CBRE Group Incequities | $316,000 | +36.2% | 5,043 | +2.2% | 0.11% | +5.7% |
| UMC | Buy | UNITED MICROELECTRONICS Aequities | $306,000 | +77.9% | 36,353 | +1.3% | 0.11% | +38.0% |
| ANTM | Buy | Anthem Incequities | $303,000 | +33.5% | 943 | +11.3% | 0.11% | +3.8% |
| CVE | Buy | Cenovus Energy Incequities | $292,000 | +65.0% | 48,336 | +6.5% | 0.10% | +28.4% |
| FISV | Buy | Fiserv Incequities | $294,000 | +15.7% | 2,578 | +4.5% | 0.10% | -10.3% |
| SQ | Buy | Square Incequities | $293,000 | +41.5% | 1,344 | +5.5% | 0.10% | +10.6% |
| XOM | New | Exxon Corpequities | $294,000 | – | 7,134 | +100.0% | 0.10% | – |
| UL | New | Unilever Plc Adr Newequities | $294,000 | – | 4,873 | +100.0% | 0.10% | – |
| AWK | Buy | American Water Works Incequities | $289,000 | +6.2% | 1,882 | +0.4% | 0.10% | -16.9% |
| GIB | Buy | Groupe C G I Incequities | $288,000 | +20.5% | 3,629 | +3.0% | 0.10% | -6.4% |
| BWA | New | Borg Warner Incequities | $287,000 | – | 7,439 | +100.0% | 0.10% | – |
| MCD | Buy | McDonalds Corpequities | $288,000 | +9.1% | 1,342 | +11.4% | 0.10% | -15.7% |
| IBN | Buy | Icici Bank Ltdequities | $286,000 | +75.5% | 19,226 | +16.2% | 0.10% | +36.5% |
| AVGO | New | Avago Technologiesequities | $282,000 | – | 644 | +100.0% | 0.10% | – |
| PKX | New | Pohang Iron & Steel Adrequities | $281,000 | – | 4,511 | +100.0% | 0.10% | – |
| PANW | New | Palo Alto Networks Incequities | $271,000 | – | 762 | +100.0% | 0.10% | – |
| ACN | New | Accenture Ltd Cl Aequities | $269,000 | – | 1,030 | +100.0% | 0.10% | – |
| XHR | Buy | Xenia Hotels & Resorts Incequities | $267,000 | +74.5% | 17,579 | +1.1% | 0.10% | +35.7% |
| SNY | Buy | Sanofi Aventis Adrequities | $269,000 | -2.2% | 5,530 | +0.9% | 0.10% | -24.6% |
| MCK | Buy | Mckesson Corporationequities | $269,000 | +18.0% | 1,545 | +1.1% | 0.10% | -8.7% |
| LIN | Buy | Linens N Things Incequities | $269,000 | +23.4% | 1,019 | +11.1% | 0.10% | -5.0% |
| UBER | New | Uber Technologies Incequities | $265,000 | – | 5,192 | +100.0% | 0.09% | – |
| GMAB | Buy | Genmab A/Sequities | $261,000 | +13.0% | 6,415 | +1.5% | 0.09% | -11.4% |
| PGR | Buy | Progressive Corpequities | $258,000 | +9.3% | 2,607 | +4.8% | 0.09% | -14.8% |
| INN | Buy | Summit Hotel Properties Incequities | $258,000 | +74.3% | 28,597 | +0.2% | 0.09% | +35.3% |
| ADI | New | Analog Devices Incequities | $256,000 | – | 1,731 | +100.0% | 0.09% | – |
| ATVI | Buy | Activision Incequities | $251,000 | +25.5% | 2,698 | +9.1% | 0.09% | -2.2% |
| ORCL | New | Oracle Corp Comequities | $252,000 | – | 3,892 | +100.0% | 0.09% | – |
| BHP | New | BHP BILLITON LTD ADRequities | $247,000 | – | 3,786 | +100.0% | 0.09% | – |
| WF | New | Woori Finance Hldgs Adrfequities | $248,000 | – | 9,065 | +100.0% | 0.09% | – |
| INFY | Buy | Infosys Tech Spon Adrequities | $245,000 | +31.7% | 14,465 | +7.4% | 0.09% | +2.4% |
| ADP | New | Automatic Data Processing Incequities | $245,000 | – | 1,391 | +100.0% | 0.09% | – |
| RRGB | Buy | Red Robin Gourmet Burgers Incequities | $243,000 | +46.4% | 12,626 | +0.2% | 0.09% | +13.2% |
| ALXN | New | Alexion Pharma Incequities | $241,000 | – | 1,541 | +100.0% | 0.09% | – |
| PNC | New | PNC Financial Corpequities | $241,000 | – | 1,615 | +100.0% | 0.09% | – |
| IDXX | New | Idexx Labs Incequities | $240,000 | – | 481 | +100.0% | 0.08% | – |
| SCHM | New | Schwab U.S. Mid-Capequities | $239,000 | – | 3,500 | +100.0% | 0.08% | – |
| ROP | Buy | Roper Industries Incequities | $239,000 | +12.2% | 555 | +2.8% | 0.08% | -12.4% |
| DAL | New | Delta Air Lines Incequities | $234,000 | – | 5,812 | +100.0% | 0.08% | – |
| CVS | New | CVS Corpequities | $231,000 | – | 3,385 | +100.0% | 0.08% | – |
| DRI | New | Darden Restaurants Incequities | $227,000 | – | 1,908 | +100.0% | 0.08% | – |
| HUM | Buy | Humana Incequities | $229,000 | +3.6% | 557 | +4.5% | 0.08% | -19.8% |
| TJX | New | TJX Companies Incorpequities | $228,000 | – | 3,346 | +100.0% | 0.08% | – |
| CHT | New | Chunghwa Telecom Co Adrfequities | $225,000 | – | 5,819 | +100.0% | 0.08% | – |
| KB | New | Kookmin Bank Adrequities | $225,000 | – | 5,692 | +100.0% | 0.08% | – |
| INFO | New | IHS Markit Ltd Aequities | $222,000 | – | 2,467 | +100.0% | 0.08% | – |
| USB | New | U S Bancorp Delequities | $222,000 | – | 4,774 | +100.0% | 0.08% | – |
| SHG | New | Shinhan Finl Group Adrequities | $223,000 | – | 7,484 | +100.0% | 0.08% | – |
| AEG | Buy | Aegon Nv Ord Reg Amerequities | $220,000 | +54.9% | 55,818 | +0.3% | 0.08% | +20.0% |
| BIG | New | Big Lots Incequities | $221,000 | – | 5,159 | +100.0% | 0.08% | – |
| CME | New | Chicago Mercantile Exchequities | $221,000 | – | 1,212 | +100.0% | 0.08% | – |
| DEO | New | Diageo Plc New Adrequities | $220,000 | – | 1,383 | +100.0% | 0.08% | – |
| INTU | New | Intuit Incequities | $220,000 | – | 580 | +100.0% | 0.08% | – |
| SPLK | Buy | Splunk Incequities | $220,000 | -9.8% | 1,297 | +0.2% | 0.08% | -29.7% |
| CIGI | New | Colliers Intl Group Inc Sub Vtg Shsequities | $216,000 | – | 2,424 | +100.0% | 0.08% | – |
| ALGN | New | Align Technology Incequities | $214,000 | – | 400 | +100.0% | 0.08% | – |
| YUMC | New | Yum China Holdings Iequities | $214,000 | – | 3,757 | +100.0% | 0.08% | – |
| STZ | New | Constellation Brand Cl Aequities | $212,000 | – | 966 | +100.0% | 0.08% | – |
| CAT | New | Caterpillar Incequities | $210,000 | – | 1,151 | +100.0% | 0.08% | – |
| NVO | New | Novo-Nordisk A-S Adrequities | $212,000 | – | 3,036 | +100.0% | 0.08% | – |
| ASX | Buy | Adv Semicndctor Engequities | $212,000 | +76.7% | 36,281 | +23.2% | 0.08% | +36.4% |
| WBK | Buy | WESTPAC BKG CORP SPNS ADRequities | $210,000 | +29.6% | 14,096 | +4.5% | 0.08% | +1.4% |
| MIC | New | Macquarie Infrastruc Llcequities | $211,000 | – | 5,613 | +100.0% | 0.08% | – |
| HCA | New | HCA Incequities | $208,000 | – | 1,267 | +100.0% | 0.07% | – |
| PPG | New | P P G Industries Incequities | $208,000 | – | 1,440 | +100.0% | 0.07% | – |
| IVE | New | Ishares Tr S&P 500 Barraunit trusts | $208,000 | – | 1,622 | +100.0% | 0.07% | – |
| ICE | New | Intrcontinentalexchangeequities | $209,000 | – | 1,812 | +100.0% | 0.07% | – |
| MTD | New | Mettler Toledo Intl Incfequities | $206,000 | – | 181 | +100.0% | 0.07% | – |
| ITM | New | Vaneck Vectors Amt-Freeequities | $205,000 | – | 3,940 | +100.0% | 0.07% | – |
| WCC | New | Wesco International Incequities | $205,000 | – | 2,616 | +100.0% | 0.07% | – |
| VEEV | Buy | Veeva Systems Incequities | $207,000 | -0.5% | 761 | +3.0% | 0.07% | -23.2% |
| CSGP | New | CoStar Group Incequities | $203,000 | – | 220 | +100.0% | 0.07% | – |
| TDY | New | Teledyne Incequities | $204,000 | – | 520 | +100.0% | 0.07% | – |
| SHW | New | Sherwin Williams Coequities | $200,000 | – | 272 | +100.0% | 0.07% | – |
| OXY | New | Occidental Pete Corpequities | $195,000 | – | 11,286 | +100.0% | 0.07% | – |
| KEP | Buy | Korea Elec Power Cp Adrfequities | $182,000 | +71.7% | 14,824 | +22.2% | 0.06% | +35.4% |
| LPL | Buy | L G Philips Lcd Co Adrequities | $182,000 | +34.8% | 21,508 | +4.1% | 0.06% | +4.8% |
| WIT | Buy | Wipro Ltdequities | $168,000 | +41.2% | 29,693 | +17.7% | 0.06% | +11.1% |
| MUFG | Buy | Mitsubishi UFJ Financial Group Incequities | $164,000 | +12.3% | 37,089 | +1.8% | 0.06% | -13.4% |
| NWG | Buy | Natwest Group Adr Rep 2 Ordequities | $154,000 | +123.2% | 34,024 | +32.7% | 0.06% | +77.4% |
| CLDT | Buy | Chatham Lodging Trustequities | $143,000 | +44.4% | 13,226 | +1.4% | 0.05% | +13.3% |
| AT | Buy | Alltel Corporationequities | $138,000 | +7.8% | 65,569 | +0.5% | 0.05% | -15.5% |
| BB | Buy | BlackBerry Ltdequities | $93,000 | +78.8% | 14,027 | +23.3% | 0.03% | +37.5% |
| TEF | New | Telefonica Spon Adrequities | $86,000 | – | 21,271 | +100.0% | 0.03% | – |
| SAN | Buy | Banco Santander New Adrfequities | $75,000 | +134.4% | 24,527 | +43.5% | 0.03% | +80.0% |
| CIG | Buy | Energy Company of Minas Gerais ADRequities | $70,000 | +141.4% | 24,457 | +53.9% | 0.02% | +92.3% |
| ITUB | New | Itau Unibanco Holdinequities | $71,000 | – | 11,665 | +100.0% | 0.02% | – |
| BBD | New | Banco Bradesco New ADRequities | $65,000 | – | 12,333 | +100.0% | 0.02% | – |
| ICL | Buy | Israel Chemicals Ltdequities | $55,000 | +44.7% | 10,910 | +1.2% | 0.02% | +17.6% |
| ENIC | Buy | Enersis Chile S Aequities | $52,000 | +36.8% | 13,478 | +21.0% | 0.02% | +5.9% |
| ABEV | New | Ambev Sa Adrequities | $45,000 | – | 14,596 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COMCAST CORP NEW CL A | 8 | Q1 2021 | 26.7% |
| Microsoft Corp. | 8 | Q1 2021 | 3.4% |
| Visa Inc. | 8 | Q1 2021 | 0.9% |
| Berkshire Hathaway Inc B | 8 | Q1 2021 | 1.0% |
| ISHARES TR | 7 | Q1 2021 | 19.8% |
| ISHARES TR | 7 | Q1 2021 | 12.4% |
| ISHARES TR | 7 | Q1 2021 | 11.7% |
| ISHARES TR | 7 | Q1 2021 | 27.9% |
| Vanguard Corp Bond Etf | 7 | Q1 2021 | 4.8% |
| Vanguard Muni Bnd Tax | 7 | Q1 2021 | 5.4% |
View WealthStone, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-05-13 |
| 13F-HR | 2021-02-04 |
| 13F-HR | 2020-11-09 |
| 13F-HR | 2020-08-04 |
| 13F-HR | 2020-04-29 |
| 13F-HR | 2020-01-08 |
| 13F-HR | 2019-11-15 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-15 |
View WealthStone, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.