Wealthstreet Investment Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q1 2022
Location
Dallas, TX
CIK
0001730466
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2022 71 3,714 NVDA, AMZN, AMD, INTC 13F-HR 4/25/2022 000158064222002227
Q4 2021 71 4,053 NVDA, AMD, AMZN, INTC 13F-HR 1/18/2022 000158064222000280
Q3 2021 70 3,622 NVDA, AMZN, INTC, AMD 13F-HR 11/2/2021 000158064221005151
Q2 2021 94 19,291 NVDA, MTUM, VFC, VTI 13F-HR 8/2/2021 000158064221003387
Q1 2021 358 1,025,258 AAPL, MSFT, V, JPM 13F-HR 4/30/2021 000158064221001956
Q4 2020 350 988,849 AAPL, V, MSFT, AMZN 13F-HR 1/20/2021 000158064221000168
Q3 2020 340 894,975 AAPL, V, NVDA, MSFT 13F-HR 10/28/2020 000158064220003877
Q2 2020 327 816,432 AAPL, V, REGN, MSFT 13F-HR 8/10/2020 000158064220002925
Q1 2020 305 676,663 AAPL, V, REGN, AMGN 13F-HR 5/1/2020 000158064220001878
Q4 2019 350 857,094 AAPL, V, JPM, AMGN 13F-HR 1/22/2020 000158064220000264
Q3 2019 335 782,653 AAPL, V, LUV, JPM 13F-HR 10/31/2019 000158064219004892
Q2 2019 339 773,280 AAPL, V, LUV, JPM 13F-HR 7/16/2019 000158064219003235
Q1 2019 342 758,277 AAPL, V, LUV, CELG 13F-HR 5/1/2019 000158064219002203
Q4 2018 329 712,724 LUV, AAPL, V, JPM 13F-HR 1/29/2019 000158064219000388
Q3 2018 342 810,642 AAPL, LUV, V, CELG 13F-HR 10/31/2018 000158064218005157
Q2 2018 344 756,221 AAPL, LUV, V, JPM 13F-HR 7/27/2018 000158064218003541
Q1 2018 340 797,506 LUV, AAPL, CELG, JPM 13F-HR 5/1/2018 000158064218002334
Q4 2017 333 826,152 LUV, AAPL, CELG, JPM 13F-HR 2/7/2018 000158064218000716