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WealthStone, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
MUBADALA INFRASTRUCTURE PARTNERS LP MUBETF320,71910,04937,219,000808,00012.98  Hist 03/31/2021
iSHARES TRUST IVVCommon60,1751,25623,939,0001,821,0008.35  Hist 03/31/2021
iSHARES TRUST AGGLEHMAN AGG BND159,96115,09318,208,0001,086,0006.35  Hist 03/31/2021
iSHARES TRUST IWBCommon69,573-77615,572,000669,0005.43  Hist 03/31/2021
Goldman Sachs ETF Trust GIGBCommon211,10816,77211,264,000335,0003.93  Hist 03/31/2021
VANGUARD SCOTTSDALE FUNDS VCITCommon104,2606,8689,699,000238,0003.38  Hist 03/31/2021
MICROSOFT CORP MSFTCommon40,1323,7709,461,0001,373,0003.300.00 Hist 03/31/2021
AMAZON COM INC AMZNCommon2,6451178,183,000-51,0002.850.00 Hist 03/31/2021
iSHARES TRUST IJRS&P SMLCAP 60054,7833,6905,945,0001,250,0002.07  Hist 03/31/2021
nCino OpCo, Inc. NCNOCOM56,46956,4693,767,0003,767,0001.310.06 Hist 03/31/2021
Meta Platforms, Inc. FBCommon12,6424623,723,000396,0001.300.00 Hist 03/31/2021
SHYFT GROUP, INC. SHYFCOM92,81592,8153,452,0003,452,0001.200.26 Hist 03/31/2021
Alphabet Inc. GOOGLCOM1,613733,326,000627,0001.160.00 Hist 03/31/2021
JOHNSON & JOHNSON JNJCommon15,4881,1612,545,000290,0000.890.00 Hist 03/31/2021
Alphabet Inc. GOOGCOM1,178652,436,000486,0000.850.00 Hist 03/31/2021
VANGUARD MUN BD FD INC VTEBCommon44,53202,433,000-25,0000.85  Hist 03/31/2021
Aon plc AONCommon Stock10,454852,405,000214,0000.840.00 Hist 03/31/2021
Tesla, Inc. TSLACOM3,5181602,349,000-21,0000.820.00 Hist 03/31/2021
SUMITOMO MITSUI FINANCIAL GROUP, INC. SMFGCOM297,7354292,158,000324,0000.75  Hist 03/31/2021
TRUIST FINANCIAL CORP BBTCommon34,95217,3112,038,0001,192,0000.710.00 Hist 03/31/2021
UNITEDHEALTH GROUP INC UNHCommon5,0861601,892,000165,0000.660.00 Hist 03/31/2021
iSHARES TRUST IEURCommon34,3213,0901,852,000250,0000.65  Hist 03/31/2021
PROCTER & GAMBLE Co PGCommon13,499-6951,828,000-147,0000.640.00 Hist 03/31/2021
VISA INC. VCL A8,3833811,774,00024,0000.620.00 Hist 03/31/2021
COMCAST CORP CMCSACommon30,3686051,643,00083,0000.570.00 Hist 03/31/2021
ISHARES MSCI EAFE INDEX FUND EFAETF21,522-1,3701,632,000-38,0000.57  Hist 03/31/2021
NVIDIA CORP NVDACommon3,043551,624,00064,0000.570.00 Hist 03/31/2021
SCHWAB STRATEGIC TRUST SCHPCommon26,02401,591,000-25,0000.55  Hist 03/31/2021
BERKSHIRE HATHAWAY INC BRK/BCommon5,98101,527,000140,0000.530.00 Hist 03/31/2021
JPMORGAN CHASE & CO JPMCommon9,2441,8651,407,000469,0000.490.00 Hist 03/31/2021
Mastercard Inc MACL A3,6613121,303,000108,0000.450.00 Hist 03/31/2021
THERMO FISHER SCIENTIFIC INC. TMOCommon2,8071171,281,00028,0000.450.00 Hist 03/31/2021
Walt Disney Co DISCommon6,8385591,261,000123,0000.440.00 Hist 03/31/2021
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSMCommon10,6113951,255,000141,0000.440.00 Hist 03/31/2021
AbbVie Inc. ABBVCOM11,5438,2081,249,000892,0000.440.00 Hist 03/31/2021
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