Wealthstreet Investment Advisors
Latest statistics and disclosures from Wealthstreet Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AMZN, AMD, INTC, AAPL, and represent 33.41% of Wealthstreet Investment Advisors's stock portfolio.
- Added to shares of these 2 stocks: AMD, WYNN.
- Started 1 new stock position in WYNN.
- Reduced shares in these 4 stocks: EMB, T, FXI, KD.
- Sold out of its position in EMB.
- Wealthstreet Investment Advisors was a net buyer of stock by $1.3k.
- Wealthstreet Investment Advisors has $3.7M in assets under management (AUM), dropping by -8.36%.
- Central Index Key (CIK): 0001730466
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Portfolio Holdings for Wealthstreet Investment Advisors
Wealthstreet Investment Advisors holds 71 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.6 | $431k | 1.6k | 272.78 |
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| Amazon (AMZN) | 6.1 | $228k | 70.00 | 3257.14 |
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| Advanced Micro Devices (AMD) | 5.7 | $213k | +11% | 1.9k | 109.46 |
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| Intel Corporation (INTC) | 5.3 | $198k | 4.0k | 49.50 |
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| Apple (AAPL) | 4.6 | $171k | 980.00 | 174.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $167k | 60.00 | 2783.33 |
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| International Business Machines (IBM) | 4.1 | $151k | 1.2k | 130.17 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 3.8 | $140k | 520.00 | 269.23 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.8 | $140k | 385.00 | 363.64 |
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| Marvell Technology (MRVL) | 3.3 | $122k | 1.7k | 71.76 |
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| Nike CL B (NKE) | 3.2 | $117k | 867.00 | 134.95 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.6 | $95k | 332.00 | 286.14 |
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| Ishares Tr Ishares Biotech (IBB) | 2.5 | $91k | 700.00 | 130.00 |
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| Boeing Company (BA) | 2.1 | $77k | 400.00 | 192.50 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 1.9 | $72k | 660.00 | 109.09 |
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| Las Vegas Sands (LVS) | 1.8 | $66k | 1.7k | 38.82 |
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| At&t (T) | 1.8 | $65k | -15% | 2.8k | 23.64 |
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| Palo Alto Networks (PANW) | 1.7 | $62k | 100.00 | 620.00 |
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| salesforce (CRM) | 1.7 | $62k | 290.00 | 213.79 |
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| Vanguard Index Fds Value Etf (VTV) | 1.6 | $61k | 415.00 | 146.99 |
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| Spdr Index Shs Fds Asia Pacif Etf (GMF) | 1.5 | $55k | 500.00 | 110.00 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 1.5 | $54k | 1.5k | 36.00 |
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| Qualcomm (QCOM) | 1.4 | $53k | 350.00 | 151.43 |
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| Microsoft Corporation (MSFT) | 1.3 | $49k | 158.00 | 310.13 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $44k | 160.00 | 275.00 |
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| Ishares Tr China Lg-cap Etf (FXI) | 1.0 | $38k | -20% | 1.2k | 31.67 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.0 | $36k | 300.00 | 120.00 |
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| Cisco Systems (CSCO) | 0.9 | $35k | 626.00 | 55.91 |
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| Target Corporation (TGT) | 0.9 | $34k | 158.00 | 215.19 |
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| Micron Technology (MU) | 0.8 | $31k | 400.00 | 77.50 |
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| V.F. Corporation (VFC) | 0.8 | $31k | 550.00 | 56.36 |
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| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.8 | $28k | 100.00 | 280.00 |
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| Walt Disney Company (DIS) | 0.7 | $27k | 200.00 | 135.00 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $25k | 250.00 | 100.00 |
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| Chevron Corporation (CVX) | 0.6 | $24k | 150.00 | 160.00 |
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| Constellation Brands Cl A (STZ) | 0.6 | $23k | 100.00 | 230.00 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $23k | 166.00 | 138.55 |
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| Take-Two Interactive Software (TTWO) | 0.6 | $23k | 150.00 | 153.33 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $23k | 600.00 | 38.33 |
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| McDonald's Corporation (MCD) | 0.5 | $20k | 79.00 | 253.16 |
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| Expedia Group Com New (EXPE) | 0.5 | $20k | 100.00 | 200.00 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $20k | 191.00 | 104.71 |
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| Ford Motor Company (F) | 0.5 | $17k | 1.0k | 17.00 |
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| Cigna Corp (CI) | 0.5 | $17k | 70.00 | 242.86 |
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| Wynn Resorts (WYNN) | 0.4 | $16k | NEW | 200.00 | 80.00 |
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| Zoetis Cl A (ZTS) | 0.4 | $15k | 81.00 | 185.19 |
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| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.4 | $14k | 300.00 | 46.67 |
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| UnitedHealth (UNH) | 0.4 | $14k | 28.00 | 500.00 |
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| Starbucks Corporation (SBUX) | 0.4 | $14k | 150.00 | 93.33 |
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| Union Pacific Corporation (UNP) | 0.4 | $13k | 48.00 | 270.83 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $12k | 50.00 | 240.00 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.3 | $12k | 150.00 | 80.00 |
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| Broadcom (AVGO) | 0.3 | $12k | 19.00 | 631.58 |
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| Visa Com Cl A (V) | 0.3 | $12k | 52.00 | 230.77 |
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| Bristol Myers Squibb (BMY) | 0.3 | $11k | 150.00 | 73.33 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $10k | 22.00 | 454.55 |
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| Chubb (CB) | 0.3 | $10k | 49.00 | 204.08 |
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| General Motors Company (GM) | 0.2 | $9.0k | 200.00 | 45.00 |
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| Crown Castle Intl (CCI) | 0.2 | $8.0k | 45.00 | 177.78 |
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| Merck & Co (MRK) | 0.2 | $7.0k | 91.00 | 76.92 |
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| Wal-Mart Stores (WMT) | 0.2 | $7.0k | 50.00 | 140.00 |
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| Pepsi (PEP) | 0.2 | $7.0k | 44.00 | 159.09 |
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| American Electric Power Company (AEP) | 0.2 | $6.0k | 63.00 | 95.24 |
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| Pfizer (PFE) | 0.2 | $6.0k | 113.00 | 53.10 |
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| Verizon Communications (VZ) | 0.1 | $4.0k | 78.00 | 51.28 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $4.0k | 38.00 | 105.26 |
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| Amgen (AMGN) | 0.1 | $4.0k | 17.00 | 235.29 |
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| Kyndryl Hldgs Common Stock (KD) | 0.1 | $2.0k | -28% | 166.00 | 12.05 |
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| Carrier Global Corporation (CARR) | 0.1 | $2.0k | 38.00 | 52.63 |
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| 3M Company (MMM) | 0.1 | $2.0k | 13.00 | 153.85 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $2.0k | 52.00 | 38.46 |
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Past Filings by Wealthstreet Investment Advisors
SEC 13F filings are viewable for Wealthstreet Investment Advisors going back to 2017
- Wealthstreet Investment Advisors 2022 Q1 filed April 25, 2022
- Wealthstreet Investment Advisors 2021 Q4 filed Jan. 18, 2022
- Wealthstreet Investment Advisors 2021 Q3 filed Nov. 2, 2021
- Wealthstreet Investment Advisors 2021 Q2 filed Aug. 2, 2021
- Wealthstreet Investment Advisors 2021 Q1 filed April 30, 2021
- Wealthstreet Investment Advisors 2020 Q4 filed Jan. 20, 2021
- Wealthstreet Investment Advisors 2020 Q3 filed Oct. 28, 2020
- Wealthstreet Investment Advisors 2020 Q2 filed Aug. 10, 2020
- Wealthstreet Investment Advisors 2020 Q1 filed May 1, 2020
- Wealthstreet Investment Advisors 2019 Q4 filed Jan. 22, 2020
- Wealthstreet Investment Advisors 2019 Q3 filed Oct. 31, 2019
- Wealthstreet Investment Advisors 2019 Q2 filed July 16, 2019
- Wealthstreet Investment Advisors 2019 Q1 filed May 1, 2019
- Wealthstreet Investment Advisors 2018 Q4 filed Jan. 29, 2019
- Wealthstreet Investment Advisors 2018 Q3 filed Oct. 31, 2018
- Wealthstreet Investment Advisors 2018 Q2 filed July 27, 2018