Wealthstreet Investment Advisors as of March 31, 2022
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 | |
| Amazon (AMZN) | 6.1 | $228k | 70.00 | 3257.14 | |
| Advanced Micro Devices (AMD) | 5.7 | $213k | 1.9k | 109.46 | |
| Intel Corporation (INTC) | 5.3 | $198k | 4.0k | 49.50 | |
| Apple (AAPL) | 4.6 | $171k | 980.00 | 174.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $167k | 60.00 | 2783.33 | |
| International Business Machines (IBM) | 4.1 | $151k | 1.2k | 130.17 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 3.8 | $140k | 520.00 | 269.23 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.8 | $140k | 385.00 | 363.64 | |
| Marvell Technology (MRVL) | 3.3 | $122k | 1.7k | 71.76 | |
| Nike CL B (NKE) | 3.2 | $117k | 867.00 | 134.95 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.6 | $95k | 332.00 | 286.14 | |
| Ishares Tr Ishares Biotech (IBB) | 2.5 | $91k | 700.00 | 130.00 | |
| Boeing Company (BA) | 2.1 | $77k | 400.00 | 192.50 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.9 | $72k | 660.00 | 109.09 | |
| Las Vegas Sands (LVS) | 1.8 | $66k | 1.7k | 38.82 | |
| At&t (T) | 1.8 | $65k | 2.8k | 23.64 | |
| Palo Alto Networks (PANW) | 1.7 | $62k | 100.00 | 620.00 | |
| salesforce (CRM) | 1.7 | $62k | 290.00 | 213.79 | |
| Vanguard Index Fds Value Etf (VTV) | 1.6 | $61k | 415.00 | 146.99 | |
| Spdr Index Shs Fds Asia Pacif Etf (GMF) | 1.5 | $55k | 500.00 | 110.00 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 1.5 | $54k | 1.5k | 36.00 | |
| Qualcomm (QCOM) | 1.4 | $53k | 350.00 | 151.43 | |
| Microsoft Corporation (MSFT) | 1.3 | $49k | 158.00 | 310.13 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $44k | 160.00 | 275.00 | |
| Ishares Tr China Lg-cap Etf (FXI) | 1.0 | $38k | 1.2k | 31.67 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.0 | $36k | 300.00 | 120.00 | |
| Cisco Systems (CSCO) | 0.9 | $35k | 626.00 | 55.91 | |
| Target Corporation (TGT) | 0.9 | $34k | 158.00 | 215.19 | |
| Micron Technology (MU) | 0.8 | $31k | 400.00 | 77.50 | |
| V.F. Corporation (VFC) | 0.8 | $31k | 550.00 | 56.36 | |
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.8 | $28k | 100.00 | 280.00 | |
| Walt Disney Company (DIS) | 0.7 | $27k | 200.00 | 135.00 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $25k | 250.00 | 100.00 | |
| Chevron Corporation (CVX) | 0.6 | $24k | 150.00 | 160.00 | |
| Constellation Brands Cl A (STZ) | 0.6 | $23k | 100.00 | 230.00 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $23k | 166.00 | 138.55 | |
| Take-Two Interactive Software (TTWO) | 0.6 | $23k | 150.00 | 153.33 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $23k | 600.00 | 38.33 | |
| McDonald's Corporation (MCD) | 0.5 | $20k | 79.00 | 253.16 | |
| Expedia Group Com New (EXPE) | 0.5 | $20k | 100.00 | 200.00 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $20k | 191.00 | 104.71 | |
| Ford Motor Company (F) | 0.5 | $17k | 1.0k | 17.00 | |
| Cigna Corp (CI) | 0.5 | $17k | 70.00 | 242.86 | |
| Wynn Resorts (WYNN) | 0.4 | $16k | 200.00 | 80.00 | |
| Zoetis Cl A (ZTS) | 0.4 | $15k | 81.00 | 185.19 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.4 | $14k | 300.00 | 46.67 | |
| UnitedHealth (UNH) | 0.4 | $14k | 28.00 | 500.00 | |
| Starbucks Corporation (SBUX) | 0.4 | $14k | 150.00 | 93.33 | |
| Union Pacific Corporation (UNP) | 0.4 | $13k | 48.00 | 270.83 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $12k | 50.00 | 240.00 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.3 | $12k | 150.00 | 80.00 | |
| Broadcom (AVGO) | 0.3 | $12k | 19.00 | 631.58 | |
| Visa Com Cl A (V) | 0.3 | $12k | 52.00 | 230.77 | |
| Bristol Myers Squibb (BMY) | 0.3 | $11k | 150.00 | 73.33 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $10k | 22.00 | 454.55 | |
| Chubb (CB) | 0.3 | $10k | 49.00 | 204.08 | |
| General Motors Company (GM) | 0.2 | $9.0k | 200.00 | 45.00 | |
| Crown Castle Intl (CCI) | 0.2 | $8.0k | 45.00 | 177.78 | |
| Merck & Co (MRK) | 0.2 | $7.0k | 91.00 | 76.92 | |
| Wal-Mart Stores (WMT) | 0.2 | $7.0k | 50.00 | 140.00 | |
| Pepsi (PEP) | 0.2 | $7.0k | 44.00 | 159.09 | |
| American Electric Power Company (AEP) | 0.2 | $6.0k | 63.00 | 95.24 | |
| Pfizer (PFE) | 0.2 | $6.0k | 113.00 | 53.10 | |
| 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 | |
| Kyndryl Hldgs Common Stock (KD) | 0.1 | $2.0k | 166.00 | 12.05 | |
| Carrier Global Corporation (CARR) | 0.1 | $2.0k | 38.00 | 52.63 | |
| 3M Company (MMM) | 0.1 | $2.0k | 13.00 | 153.85 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $2.0k | 52.00 | 38.46 |
