Wealthstreet Investment Advisors as of Dec. 31, 2021
Portfolio Holdings for Wealthstreet Investment Advisors
Wealthstreet Investment Advisors holds 71 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.5 | $465k | 1.6k | 294.30 | |
| Advanced Micro Devices (AMD) | 6.2 | $252k | 1.8k | 144.00 | |
| Amazon (AMZN) | 5.7 | $233k | 70.00 | 3328.57 | |
| Intel Corporation (INTC) | 5.1 | $206k | 4.0k | 51.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $174k | 60.00 | 2900.00 | |
| Apple (AAPL) | 4.3 | $174k | 980.00 | 177.55 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 4.0 | $161k | 520.00 | 309.62 | |
| International Business Machines (IBM) | 3.8 | $155k | 1.2k | 133.62 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.8 | $153k | 385.00 | 397.40 | |
| Marvell Technology (MRVL) | 3.7 | $149k | 1.7k | 87.65 | |
| Nike CL B (NKE) | 3.6 | $145k | 867.00 | 167.24 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.6 | $107k | 332.00 | 322.29 | |
| Ishares Tr Ishares Biotech (IBB) | 2.6 | $107k | 700.00 | 152.86 | |
| Boeing Company (BA) | 2.0 | $81k | 400.00 | 202.50 | |
| At&t (T) | 2.0 | $80k | 3.3k | 24.62 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.9 | $78k | 660.00 | 118.18 | |
| salesforce (CRM) | 1.8 | $74k | 290.00 | 255.17 | |
| Las Vegas Sands (LVS) | 1.6 | $64k | 1.7k | 37.65 | |
| Qualcomm (QCOM) | 1.6 | $64k | 350.00 | 182.86 | |
| Vanguard Index Fds Value Etf (VTV) | 1.5 | $61k | 415.00 | 146.99 | |
| Spdr Index Shs Fds Asia Pacif Etf (GMF) | 1.5 | $61k | 500.00 | 122.00 | |
| Palo Alto Networks (PANW) | 1.4 | $56k | 100.00 | 560.00 | |
| Ishares Tr China Lg-cap Etf (FXI) | 1.4 | $55k | 1.5k | 36.67 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 1.4 | $55k | 1.5k | 36.67 | |
| Microsoft Corporation (MSFT) | 1.3 | $53k | 158.00 | 335.44 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $49k | 160.00 | 306.25 | |
| Cisco Systems (CSCO) | 1.0 | $40k | 626.00 | 63.90 | |
| V.F. Corporation (VFC) | 1.0 | $40k | 550.00 | 72.73 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.0 | $40k | 300.00 | 133.33 | |
| Micron Technology (MU) | 0.9 | $37k | 400.00 | 92.50 | |
| Target Corporation (TGT) | 0.9 | $37k | 158.00 | 234.18 | |
| Walt Disney Company (DIS) | 0.8 | $31k | 200.00 | 155.00 | |
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.7 | $29k | 100.00 | 290.00 | |
| Take-Two Interactive Software (TTWO) | 0.7 | $27k | 150.00 | 180.00 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $26k | 166.00 | 156.63 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $25k | 600.00 | 41.67 | |
| Constellation Brands Cl A (STZ) | 0.6 | $25k | 100.00 | 250.00 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $22k | 250.00 | 88.00 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $22k | 191.00 | 115.18 | |
| McDonald's Corporation (MCD) | 0.5 | $21k | 79.00 | 265.82 | |
| Ford Motor Company (F) | 0.5 | $21k | 1.0k | 21.00 | |
| Zoetis Cl A (ZTS) | 0.5 | $20k | 81.00 | 246.91 | |
| Chevron Corporation (CVX) | 0.4 | $18k | 150.00 | 120.00 | |
| Starbucks Corporation (SBUX) | 0.4 | $18k | 150.00 | 120.00 | |
| Expedia Group Com New (EXPE) | 0.4 | $18k | 100.00 | 180.00 | |
| Cigna Corp (CI) | 0.4 | $16k | 70.00 | 228.57 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.4 | $15k | 300.00 | 50.00 | |
| UnitedHealth (UNH) | 0.3 | $14k | 28.00 | 500.00 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $14k | 50.00 | 280.00 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $14k | 131.00 | 106.87 | |
| Broadcom (AVGO) | 0.3 | $13k | 19.00 | 684.21 | |
| Union Pacific Corporation (UNP) | 0.3 | $12k | 48.00 | 250.00 | |
| General Motors Company (GM) | 0.3 | $12k | 200.00 | 60.00 | |
| Visa Com Cl A (V) | 0.3 | $11k | 52.00 | 211.54 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.3 | $11k | 150.00 | 73.33 | |
| Chubb (CB) | 0.2 | $9.0k | 49.00 | 183.67 | |
| Bristol Myers Squibb (BMY) | 0.2 | $9.0k | 150.00 | 60.00 | |
| Crown Castle Intl (CCI) | 0.2 | $9.0k | 45.00 | 200.00 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $8.0k | 22.00 | 363.64 | |
| Pepsi (PEP) | 0.2 | $8.0k | 44.00 | 181.82 | |
| Merck & Co (MRK) | 0.2 | $7.0k | 91.00 | 76.92 | |
| Wal-Mart Stores (WMT) | 0.2 | $7.0k | 50.00 | 140.00 | |
| Pfizer (PFE) | 0.2 | $7.0k | 113.00 | 61.95 | |
| American Electric Power Company (AEP) | 0.1 | $6.0k | 63.00 | 95.24 | |
| Kyndryl Hldgs Common Stock (KD) | 0.1 | $4.0k | 232.00 | 17.24 | |
| Verizon Communications (VZ) | 0.1 | $4.0k | 78.00 | 51.28 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $4.0k | 38.00 | 105.26 | |
| Amgen (AMGN) | 0.1 | $4.0k | 17.00 | 235.29 | |
| Carrier Global Corporation (CARR) | 0.0 | $2.0k | 38.00 | 52.63 | |
| 3M Company (MMM) | 0.0 | $2.0k | 13.00 | 153.85 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $2.0k | 52.00 | 38.46 |
