0001548784-20-000003.txt : 20201109
0001548784-20-000003.hdr.sgml : 20201109
20201109105756
ACCESSION NUMBER: 0001548784-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201109
DATE AS OF CHANGE: 20201109
EFFECTIVENESS DATE: 20201109
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: 201296590
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
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0001548784
XXXXXXXX
09-30-2020
09-30-2020
WealthStone, Inc.
5000 HORIZONS DRIVE
COLUMBUS
OH
43220
13F HOLDINGS REPORT
028-19537
N
Jonathan Kasting
Compliance Consultant
5135621672
Jonathan Kasting
Covington
KY
11-09-2020
0
199
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false
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2953
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2639
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10032
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10032
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Microsoft Corp
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35427
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146
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25639
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25639
Netflix Inc
Equities
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929
1857
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1857
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Equities
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715
2575
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2575
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730
5812
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5812
Nokia Corp
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37633
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2932
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2932
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3084
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3084
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130
10361
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10361
Okta Inc
Equities
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221
1035
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1035
Paypal Holdings Inco
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4671
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4671
PepsiCo Inc
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789
5690
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16952
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3073
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13888
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13888
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236
2488
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2488
QualComm Inc
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577
4903
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4903
Red Robin Gourmet Burgers Inc
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166
12607
SH
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12607
Roper Industries Inc
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213
540
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540
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234
1500
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SOLE
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0
1500
S&Pglobal Inc Com
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350
970
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970
Salesforce Com
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1093
4348
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4348
Sanofi Aventis Adr
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275
5483
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5483
Schwab US Tips Etf
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1604
26024
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26024
Service Now Inc
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558
1150
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Sony
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437
5689
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5689
Splunk Inc
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244
1295
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1295
Square Inc
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207
1274
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1274
Starbucks Corp
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311
3622
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3622
Stryker Corp
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1453
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1453
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296809
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296809
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148
28530
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28530
Sysco Corporation
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3803
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3803
Taiwan Semiconductr Adrf
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758
9347
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9347
Tapestry Inc
Equities
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183
11721
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11721
Target Inc
Equities
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339
2152
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2152
Tata Motors Ltd Adr
Equities
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101
11152
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11152
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Equities
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1414
3295
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3295
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Equities
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403
2824
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2824
The Charles Schwab Corp
Equities
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284
7833
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7833
Thermo Fisher Scientific
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2691
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T-Mobile US Inc
Equities
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321
2810
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Total Fina SA Sponsored Amern Dep Rec Cl B
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Toyota Motor CP Adr New
Equities
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362
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Travelers Group Inc.
Equities
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Truist Finl Corp Com
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11982
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1525
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Vanguard Reit
Equities
922908553
1033
13079
SH
SOLE
0
0
13079
Vanguard Small Cap
Equities
922908751
501
3258
SH
SOLE
0
0
3258
Vanguard Total Stock Mkt
Equities
922908769
583
3421
SH
SOLE
0
0
3421
Vedanta Ltd
Equities
92242Y100
149
20196
SH
SOLE
0
0
20196
Veeva Systems Inc
Equities
922475108
208
739
SH
SOLE
0
0
739
Verizon Communications
Equities
92343V104
744
12500
SH
SOLE
0
0
12500
Vertex Pharmaceuticals
Equities
92532F100
294
1082
SH
SOLE
0
0
1082
Visa Inc
Equities
92826C839
1579
7896
SH
SOLE
0
0
7896
Wal-Mart Stores Inc.
Equities
931142103
764
5464
SH
SOLE
0
0
5464
Walt Disney Co
Equities
254687106
779
6281
SH
SOLE
0
0
6281
Wausau Paper Corp
Equities
92937A102
419
10667
SH
SOLE
0
0
10667
WESTPAC BKG CORP SPNS ADR
Equities
961214301
162
13483
SH
SOLE
0
0
13483
Wipro Ltd
Equities
97651M109
119
25226
SH
SOLE
0
0
25226
Xenia Hotels & Resorts Inc
Equities
984017103
153
17389
SH
SOLE
0
0
17389
Zoetis Inc
Equities
98978V103
564
3413
SH
SOLE
0
0
3413