WAYSTONE ADVISORS LLC
Top Portfolio Positions
39 positions ·
$35,363,350 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
26,207 | $9,701,045 | 27.43% |
| NVDA |
Nvidia Corp
Technology
|
26,188 | $4,567,187 | 12.92% |
| META |
Meta Platforms, Inc.
Communication Services
|
5,439 | $3,111,815 | 8.80% |
| AAPL |
Apple Inc.
Technology
|
10,799 | $2,740,678 | 7.75% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,804 | $2,458,419 | 6.95% |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,542 | $1,018,537 | 2.88% |
| AVGO |
Broadcom Inc.
Technology
|
2,763 | $855,176 | 2.42% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,088 | $776,214 | 2.19% |
| GEV |
GE Vernova Inc.
Industrials
|
645 | $563,020 | 1.59% |
| LLY |
ELI LILLY & Co
Healthcare
|
532 | $489,317 | 1.38% |
Portfolio Trend
Holdings in CPS
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,481,617 | 45,130 | Shares | Sole | 2026-02-09 | |
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