Wealthstream Advisors, Inc. Purchases and Sells in Q2 2025

Wealthstream Advisors, Inc.

$575 Million
Q2 2025

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	71.9K + 1.47%	$29.12 - $35.84 $2.09M - $2.58M	4.96M $178M
DUHP	27.6K + 2.67%	$29.36 - $35.56 $811K - $982K	1.06M $37.7M
MSFT	1.3K + 10.44%	$354.56 - $497.45 $461K - $647K	13.8K $6.85M
NVDA	3.15K + 12.18%	$94.31 - $157.99 $297K - $498K	29.1K $4.59M
META	408 + 12.87%	$484.66 - $738.09 $198K - $301K	3.58K $2.64M
AVGO	862 + 21.19%	$146.29 - $275.65 $126K - $238K	4.93K $1.36M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
THC	13.4K New	$110.41 - $176.0 $1.48M - $2.36M	13.4K $2.36M
AVUS	4.91K New	$81.38 - $100.82 $399K - $495K	4.91K $494K
BAC	8.19K New	$34.39 - $47.46 $282K - $389K	8.19K $387K
PLTR	2.35K New	$74.01 - $144.25 $174K - $339K	2.35K $319K
NOW	285 New	$721.65 - $1040.18 $206K - $296K	285 $293K
ABT	2.04K New	$123.95 - $138.08 $253K - $282K	2.04K $277K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-6.67K - 39.55%	$72.02 - $73.82 $480K - $492K	10.2K $749K
BSV	-5.65K - 41.44%	$77.74 - $78.78 $439K - $445K	7.98K $628K
IBM	-1.43K - 49.64%	$221.03 - $294.78 $317K - $422K	1.45K $428K
BNDX	-5.42K - 44.35%	$48.77 - $49.55 $265K - $269K	6.81K $337K
XOM	-1.45K - 25.8%	$99.93 - $119.04 $145K - $173K	4.17K $449K
EMB	-2.33K - 45.08%	$86.54 - $92.62 $201K - $215K	2.83K $262K

Activity Summary All Purchases 112 New Holdings 29 Increased Positions 83 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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