Wealthstream Advisors, Inc. Purchases in Q2 2025

Wealthstream Advisors, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
71.9K
+ 1.47%
$29.12 - $35.84 $2.09M - $2.58M
4.96M $178M
DUHP
Dimensional ETF Tr Dimensional

ETFs
27.6K
+ 2.67%
$29.36 - $35.56 $811K - $982K
1.06M $37.7M
THC
Tenet Healthcare Corp

Healthcare
13.4K
New
$110.41 - $176.0 $1.48M - $2.36M
13.4K $2.36M
MSFT
Microsoft Corp

Technology
1.3K
+ 10.44%
$354.56 - $497.45 $461K - $647K
13.8K $6.85M
NVDA
Nvidia Corp

Technology
3.15K
+ 12.18%
$94.31 - $157.99 $297K - $498K
29.1K $4.59M
META
Meta Platforms, Inc.

Communication Services
408
+ 12.87%
$484.66 - $738.09 $198K - $301K
3.58K $2.64M
AVGO
Broadcom Inc.

Technology
862
+ 21.19%
$146.29 - $275.65 $126K - $238K
4.93K $1.36M
AMZN
Amazon Com Inc

Consumer Cyclical
1.14K
+ 8.52%
$167.32 - $223.3 $191K - $254K
14.5K $3.18M
TILT
Flexshares Tr

ETFs
936
+ 4.8%
$181.13 - $224.01 $170K - $210K
20.4K $4.57M
NFLX
Netflix Inc

Communication Services
86
+ 8.78%
$855.86 - $1339.13 $73.6K - $115K
1.07K $1.43M
AVUS
American Centy ETF Tr Avantis

ETFs
4.91K
New
$81.38 - $100.82 $399K - $495K
4.91K $494K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
694
+ 13.29%
$141.37 - $228.57 $98.1K - $159K
5.92K $1.34M
BAC
Bank Of America Corp

Financial Services
8.19K
New
$34.39 - $47.46 $282K - $389K
8.19K $387K
GS
Goldman Sachs Group Inc

Financial Services
204
+ 15.72%
$462.22 - $707.75 $94.3K - $144K
1.5K $1.06M
ORCL
Oracle Corp

Technology
818
+ 41.0%
$122.82 - $218.63 $100K - $179K
2.81K $615K
GOOGL
Alphabet Inc.

Communication Services
375
+ 3.02%
$144.7 - $178.6 $54.3K - $67K
12.8K $2.25M
AVDE
American Centy ETF Tr Avantis

ETFs
2.07K
+ 9.31%
$59.32 - $74.36 $123K - $154K
24.3K $1.8M
PLTR
Palantir Technologies Inc.

Technology
2.35K
New
$74.01 - $144.25 $174K - $339K
2.35K $319K
NOW
Service Now, Inc.

Technology
285
New
$721.65 - $1040.18 $206K - $296K
285 $293K
ABT
Abbott Laboratories

Healthcare
2.04K
New
$123.95 - $138.08 $253K - $282K
2.04K $277K
TSLA
Tesla, Inc.

Consumer Cyclical
419
+ 17.26%
$221.86 - $362.89 $93K - $152K
2.85K $904K
RTX
Raytheon Technologies Corp

Industrials
1.87K
New
$113.75 - $148.48 $213K - $278K
1.87K $272K
SOXX
Ishares Semiconductor ETF

ETFs
15
+ 0.29%
$154.86 - $239.07 $2.32K - $3.59K
5.27K $1.26M
AXP
American Express CO

Financial Services
818
New
$231.39 - $318.98 $189K - $261K
818 $260K
WF
Woori Financial Group Inc.

Financial Services
5.22K
New
$30.46 - $49.73 $159K - $260K
5.22K $259K
VT
Vanguard Total World Stk Index

ETFs
12
+ 0.06%
$103.16 - $128.52 $1.24K - $1.54K
20.3K $2.61M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
3.34K
New
$70.32 - $76.56 $235K - $256K
3.34K $255K
AVEM
American Centy ETF Tr Avantis

ETFs
1.46K
+ 8.16%
$53.08 - $68.54 $77.7K - $100K
19.4K $1.33M
INTU
Intuit Inc

Technology
312
New
$544.07 - $787.63 $170K - $246K
312 $245K
EUFN
Ishares Msci Europe Financials

ETFs
7.62K
New
$24.77 - $32.27 $189K - $246K
7.62K $240K
SCHW
Schwab Charles Corp

Financial Services
2.62K
New
$69.06 - $91.24 $181K - $239K
2.62K $238K
SYK
Stryker Corp

Healthcare
604
New
$337.37 - $395.63 $204K - $239K
604 $238K
CHT
Chunghwa Telecom CO LTD

Communication Services
5.07K
New
$37.72 - $46.87 $191K - $238K
5.07K $236K
JPM
Jpmorgan Chase & CO

Financial Services
157
+ 3.68%
$210.28 - $289.91 $33K - $45.5K
4.43K $1.28M
IYW
Ishares Dj Us Tech ETF

ETFs
425
+ 9.19%
$122.57 - $173.27 $52.1K - $73.6K
5.05K $874K
COF
Capital One Financial Corp

Financial Services
784
+ 48.7%
$150.57 - $212.76 $118K - $167K
2.39K $509K
HSBC
Hsbc Holdings PLC

Financial Services
3.59K
New
$46.68 - $61.09 $168K - $219K
3.59K $218K
EEM
Ishares Msci Emerging Markets

ETFs
4.53K
New
$38.52 - $48.28 $174K - $219K
4.53K $218K
DFAI
Dimensional ETF Tr

ETFs
6.29K
New
$28.02 - $34.71 $176K - $218K
6.29K $217K
EVR
Evercore Inc.

Financial Services
796
New
$163.77 - $271.5 $130K - $216K
796 $214K
IYJ
Ishares Tr

ETFs
1.49K
New
$115.07 - $142.31 $171K - $212K
1.49K $212K
DISV
Dimensional ETF Tr Dimensional

ETFs
6.29K
New
$25.93 - $32.91 $163K - $207K
6.29K $206K
AMAT
Applied Materials Inc

Technology
1.11K
New
$126.95 - $183.52 $140K - $203K
1.11K $202K
GLD
Spdr Gold Trust

ETFs
658
New
$273.71 - $316.29 $180K - $208K
658 $200K
V
Visa Inc.

Financial Services
514
+ 36.04%
$308.27 - $373.31 $158K - $192K
1.94K $688K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.46K
+ 12.6%
$19.1 - $23.83 $85.2K - $106K
39.9K $949K
WMT
Walmart Inc.

Consumer Defensive
1.46K
+ 39.69%
$81.79 - $99.98 $119K - $146K
5.12K $501K
VV
Vanguard Large Cap ETF

ETFs
162
+ 3.51%
$228.25 - $285.3 $37K - $46.2K
4.78K $1.36M
KEP
Korea Electric Power Corp

Utilities
11.9K
New
$7.24 - $14.63 $85.9K - $174K
11.9K $168K
Activity Summary
Buys All Purchases 112 New Holdings 29 Increased Positions 83 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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