Chief Compliance Officer

0001548784-21-000002.txt : 20210513 0001548784-21-000002.hdr.sgml : 20210513 20210513120715 ACCESSION NUMBER: 0001548784-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210513 DATE AS OF CHANGE: 20210513 EFFECTIVENESS DATE: 20210513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WealthStone, Inc. CENTRAL INDEX KEY: 0001548784 IRS NUMBER: 311059983 STATE OF INCORPORATION: OH FISCAL YEAR END: 0131 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19537 FILM NUMBER: 21918125 BUSINESS ADDRESS: STREET 1: 5000 HORIZONS DRIVE CITY: COLUMBUS STATE: OH ZIP: 43220 BUSINESS PHONE: 614-267-2600 MAIL ADDRESS: STREET 1: 5000 HORIZONS DRIVE CITY: COLUMBUS STATE: OH ZIP: 43220 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001548784 XXXXXXXX 03-31-2021 03-31-2021 WealthStone, Inc.

5000 HORIZONS DRIVE COLUMBUS OH 43220

13F HOLDINGS REPORT 028-19537 N Chris Payne Chief Compliance Officer 5133998091 Chris Payne Covington KY 05-13-2021 0 276 286720 false INFORMATION TABLE 2 13f.xml 1Q202113F 3M Co. Equities 88579Y101 421 2185 SH SOLE 0 0 2185 Abbvie Inc Equities 00287Y109 1249 11543 SH SOLE 0 0 11543 Accenture Ltd Cl A Equities G1151C101 326 1183 SH SOLE 0 0 1183 Activision Inc. Equities 00507V109 263 2838 SH SOLE 0 0 2838 Adobe Systems Inc Equities 00724F101 1120 2358 SH SOLE 0 0 2358 Adv Semicndctor Eng Equities 00215W100 303 39476 SH SOLE 0 0 39476 Advanced Micro Devices Equities 007903107 382 4877 SH SOLE 0 0 4877 AIA Group Ltd Equities 001317205 319 6504 SH SOLE 0 0 6504 Airbus Group Se Equities 009279100 220 7773 SH SOLE 0 0 7773 Alaska Air Group Inc De Equities 011659109 223 3231 SH SOLE 0 0 3231 Alexion Pharma Inc Equities 015351109 245 1608 SH SOLE 0 0 1608 Alibaba Group Hldg Equities 01609W102 797 3518 SH SOLE 0 0 3518 Align Technology Inc Equities 016255101 226 418 SH SOLE 0 0 418 Alltel Corporation Equities 04878Q863 189 65569 SH SOLE 0 0 65569 Amazon Com Inc Equities 023135106 8183 2645 SH SOLE 0 0 2645 Ambev Sa Adr Equities 02319V103 47 17338 SH SOLE 0 0 17338 Amerco Equities 023586100 232 380 SH SOLE 0 0 380 American Electric Power Equities 025537101 230 2716 SH SOLE 0 0 2716 American Express Co. Equities 025816109 380 2690 SH SOLE 0 0 2690 American Tel & Tel Co. Equities 00206R102 284 9408 SH SOLE 0 0 9408 American Tower Corp Cl A Equities 03027X100 390 1632 SH SOLE 0 0 1632 American Water Works Inc. Equities 030420103 283 1889 SH SOLE 0 0 1889 Amgen Equities 031162100 614 2471 SH SOLE 0 0 2471 Analog Devices Inc. Equities 032654105 284 1835 SH SOLE 0 0 1835 Anthem Inc Equities 036752103 360 1003 SH SOLE 0 0 1003 Aon PLC Equities G0403H108 2405 10454 SH SOLE 0 0 10454 Apple Hospitality Reit Inc Com New Equities 03784Y200 308 21140 SH SOLE 0 0 21140 Applied Materials Inc Equities 038222105 217 1628 SH SOLE 0 0 1628 Aptiv PLC Equities G6095L109 530 3850 SH SOLE 0 0 3850 Astrazeneca Plc Adr Equities 046353108 220 4435 SH SOLE 0 0 4435 Autodesk Inc Equities 052769106 301 1089 SH SOLE 0 0 1089 Automatic Data Processing Inc. 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Equities 149123101 335 1445 SH SOLE 0 0 1445 CBRE Group Inc Equities 12504L109 408 5162 SH SOLE 0 0 5162 Cemex Sa Adr New Equities 151290889 97 13943 SH SOLE 0 0 13943 Cenovus Energy Inc Equities 15135U109 364 48500 SH SOLE 0 0 48500 Charter Communications Equities 16119P108 343 556 SH SOLE 0 0 556 Chatham Lodging Trust Equities 16208T102 174 13290 SH SOLE 0 0 13290 Cheniere Energy Inc Equities 16411R208 406 5639 SH SOLE 0 0 5639 Chevron/Texaco Equities 166764100 984 9396 SH SOLE 0 0 9396 Chicago Mercantile Exch Equities 12572Q105 273 1340 SH SOLE 0 0 1340 Chunghwa Telecom Co Adrf Equities 17133Q502 222 5687 SH SOLE 0 0 5687 Cigna Corp. Equities 125523100 397 1645 SH SOLE 0 0 1645 Cisco Systems Equities 17275R102 738 14288 SH SOLE 0 0 14288 Citicorp Equities 22822V101 211 1229 SH SOLE 0 0 1229 Citigroup Inc Equities 172967424 236 3248 SH SOLE 0 0 3248 Coca-Cola Co. Equities 191216100 766 14543 SH SOLE 0 0 14543 Colliers Intl Group Inc Sub Vtg Shs Equities 194693107 238 2424 SH SOLE 0 0 2424 Comcast Corp New Cl A Equities 20030N101 1643 30368 SH SOLE 0 0 30368 Conocophillips Equities 20825C104 212 4016 SH SOLE 0 0 4016 Constellation Brand Cl A Equities 21036P108 229 1007 SH SOLE 0 0 1007 Costco Whsl Corp New Equities 22160K105 849 2409 SH SOLE 0 0 2409 CVS Corp Equities 126650100 275 3656 SH SOLE 0 0 3656 Danaher Corp Del Equities 235851102 601 2674 SH SOLE 0 0 2674 Darden Restaurants Inc Equities 237194105 280 1976 SH SOLE 0 0 1976 Deere & Co Equities 244199105 278 745 SH SOLE 0 0 745 Delta Air Lines Inc. Equities 247361702 310 6437 SH SOLE 0 0 6437 Diageo Plc New Adr Equities 25243Q205 255 1553 SH SOLE 0 0 1553 Diamond Hill Investment Group Inc Equities 25264R207 355 2278 SH SOLE 0 0 2278 Diamondrock Hospitality Equities 252784301 253 24597 SH SOLE 0 0 24597 Ebay Inc Equities 278642103 246 4031 SH SOLE 0 0 4031 Ecolab Inc Equities 278865100 310 1450 SH SOLE 0 0 1450 Edwards Lifesciences CP Equities 28176E108 391 4679 SH SOLE 0 0 4679 Energy Company of Minas Gerais ADR Equities 204409601 57 25174 SH SOLE 0 0 25174 Energy Fuels Inc Equities 292671708 117 20562 SH SOLE 0 0 20562 Enersis Chile S A Equities 29278D105 52 13426 SH SOLE 0 0 13426 Equinix Inc New Equities 29444U700 386 568 SH SOLE 0 0 568 Ericsson Tel Adr B New Equities 294821608 135 10248 SH SOLE 0 0 10248 Exxon Corp Equities 30231G102 539 9665 SH SOLE 0 0 9665 Facebook Inc Class A Equities 30303M102 3723 12642 SH SOLE 0 0 12642 Fidelity Natl Info Svcs Equities 31620M106 247 1760 SH SOLE 0 0 1760 Fiserv Inc Equities 337738108 323 2716 SH SOLE 0 0 2716 Ford Motor Co. 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Equities 46625H100 1407 9244 SH SOLE 0 0 9244 James Hardie Inds Adr Equities 47030M106 411 13465 SH SOLE 0 0 13465 Johnson & Johnson Equities 478160104 2545 15488 SH SOLE 0 0 15488 Kinross Gold Corp New Equities 496902404 75 11393 SH SOLE 0 0 11393 Kookmin Bank Adr Equities 48241A105 324 6569 SH SOLE 0 0 6569 Korea Elec Power Cp Adrf Equities 500631106 182 17787 SH SOLE 0 0 17787 Krogers Equities 501044101 270 7518 SH SOLE 0 0 7518 L Brands Inc Equities 501797104 331 5364 SH SOLE 0 0 5364 L G Philips Lcd Co Adr Equities 50186V102 264 26467 SH SOLE 0 0 26467 Lauder Estee Co Inc Cl A Equities 518439104 474 1633 SH SOLE 0 0 1633 Liberty Oilfield Services Inc Equities 53115L104 188 16724 SH SOLE 0 0 16724 Lilly Eli & Co. Equities 532457108 617 3307 SH SOLE 0 0 3307 Linens N Things Inc Equities G5494J103 318 1137 SH SOLE 0 0 1137 Lockheed Martin Corp. Equities 539830109 212 574 SH SOLE 0 0 574 Lowes Companies Inc. 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Equities 863667101 389 1598 SH SOLE 0 0 1598 Sumitomo Mitsu Finl Equities 86562M209 2158 297735 SH SOLE 0 0 297735 Summit Hotel Properties Inc Equities 866082100 291 28735 SH SOLE 0 0 28735 Sysco Corporation Equities 871829107 299 3810 SH SOLE 0 0 3810 Taiwan Semiconductr Adrf Equities 874039100 1255 10611 SH SOLE 0 0 10611 Tapestry Inc Equities 876030107 483 11730 SH SOLE 0 0 11730 Target Inc. Equities 87612E106 460 2326 SH SOLE 0 0 2326 Tata Motors Ltd Adr Equities 876568502 250 12073 SH SOLE 0 0 12073 Teledyne Inc. Equities 879360105 215 521 SH SOLE 0 0 521 Telefonica Spon Adr Equities 879382208 103 22882 SH SOLE 0 0 22882 Tesla Motors Inc Equities 88160R101 2349 3518 SH SOLE 0 0 3518 Texas Instruments Inc Equities 882508104 606 3207 SH SOLE 0 0 3207 The Charles Schwab Corp Equities 808513105 512 7862 SH SOLE 0 0 7862 The RealReal Inc Equities 88339P101 268 11846 SH SOLE 0 0 11846 The Shyft Group Inc Equities 825698103 3452 92815 SH SOLE 0 0 92815 Thermo Fisher Scientific Equities 883556102 1281 2807 SH SOLE 0 0 2807 TJX Companies Incorp Equities 872540109 239 3615 SH SOLE 0 0 3615 T-Mobile US Inc Equities 872590104 412 3295 SH SOLE 0 0 3295 Toyota Motor CP Adr New Equities 892331307 491 3152 SH SOLE 0 0 3152 Travelers Group Inc. Equities 89417E109 255 1701 SH SOLE 0 0 1701 Truist Finl Corp Com Equities 89832Q109 2038 34952 SH SOLE 0 0 34952 U S Bancorp Del Equities 902973304 343 6208 SH SOLE 0 0 6208 Uber Technologies Inc Equities 90353T100 305 5603 SH SOLE 0 0 5603 Union Pacific Corp. Equities 907818108 392 1782 SH SOLE 0 0 1782 UNITED MICROELECTRONICS A Equities 910873405 321 35264 SH SOLE 0 0 35264 United Parcel Service Class B Equities 911312106 479 2821 SH SOLE 0 0 2821 Unitedhealth Group Inc Equities 91324P102 1892 5086 SH SOLE 0 0 5086 V F Corp Equities 918204108 991 12410 SH SOLE 0 0 12410 Vaneck Vectors Amt-Free Equities 92189H201 258 5040 SH SOLE 0 0 5040 Vanguard Corp Bond Etf Equities 92206C870 9699 104260 SH SOLE 0 0 104260 Vanguard Glbal Ex US Equities 922042676 515 9252 SH SOLE 0 0 9252 Vanguard High Dividend Yield Index Equities 921946406 757 7494 SH SOLE 0 0 7494 Vanguard MSCI EAFE ETF Equities 921943858 274 5586 SH SOLE 0 0 5586 Vanguard Muni Bnd Tax Equities 922907746 2433 44532 SH SOLE 0 0 44532 Vanguard Reit Equities 922908553 1233 13425 SH SOLE 0 0 13425 Vanguard Small Cap Equities 922908751 916 4283 SH SOLE 0 0 4283 Vanguard Total Stock Mkt Equities 922908769 707 3421 SH SOLE 0 0 3421 Vedanta Ltd Equities 92242Y100 239 19041 SH SOLE 0 0 19041 Veeva Systems Inc Equities 922475108 225 862 SH SOLE 0 0 862 Verizon Communications Equities 92343V104 788 13568 SH SOLE 0 0 13568 Vertex Pharmaceuticals Equities 92532F100 250 1167 SH SOLE 0 0 1167 Visa Inc. Equities 92826C839 1774 8383 SH SOLE 0 0 8383 Wal-Mart Stores Inc. Equities 931142103 845 6224 SH SOLE 0 0 6224 Walt Disney Co. Equities 254687106 1261 6838 SH SOLE 0 0 6838 Waters Corp Equities 941848103 204 720 SH SOLE 0 0 720 Wausau Paper Corp Equities 92937A102 701 10984 SH SOLE 0 0 10984 Wendy's Equities 95058W100 541 26713 SH SOLE 0 0 26713 WESTPAC BKG CORP SPNS ADR Equities 961214301 284 15346 SH SOLE 0 0 15346 Williams Companies Equities 969457100 228 9657 SH SOLE 0 0 9657 Wipro Ltd Equities 97651M109 215 33959 SH SOLE 0 0 33959 Woori Finance Hldgs Adrf Equities 981064108 282 10412 SH SOLE 0 0 10412 Xenia Hotels & Resorts Inc Equities 984017103 344 17681 SH SOLE 0 0 17681 Zoetis Inc Equities 98978V103 542 3447 SH SOLE 0 0 3447