Wealthstream Advisors, Inc. Purchases in Q4 2024

Wealthstream Advisors, Inc.

  • $519 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
265K
+ 5.86%
$33.92 - $36.6 $8.97M - $9.68M
4.78M $165M
DUHP
Dimensional ETF Tr Dimensional

ETFs
86.1K
+ 9.45%
$33.62 - $35.69 $2.9M - $3.07M
998K $33.7M
GOOG
Alphabet Inc.

Communication Services
2.82K
+ 30.16%
$163.08 - $198.16 $460K - $559K
12.2K $2.32M
AVSU
American Centy ETF Tr Avantis

ETFs
10.3K
+ 41.5%
$64.29 - $69.59 $660K - $714K
35K $2.31M
GOOGL
Alphabet Inc.

Communication Services
1.85K
+ 17.54%
$161.86 - $196.66 $300K - $365K
12.4K $2.35M
AMZN
Amazon Com Inc

Consumer Cyclical
787
+ 6.31%
$180.88 - $232.93 $142K - $183K
13.3K $2.91M
AAPL
Apple Inc.

Technology
1.04K
+ 6.08%
$221.69 - $259.02 $231K - $270K
18.2K $4.56M
NVDA
Nvidia Corp

Technology
927
+ 3.81%
$117.0 - $148.88 $108K - $138K
25.3K $3.39M
TSLA
Tesla, Inc.

Consumer Cyclical
114
+ 4.44%
$213.65 - $479.86 $24.4K - $54.7K
2.68K $1.08M
C
Citigroup Inc

Financial Services
4.47K
New
$61.31 - $72.5 $274K - $324K
4.47K $314K
COF
Capital One Financial Corp

Financial Services
1.61K
New
$145.19 - $192.01 $234K - $309K
1.61K $287K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
34K
+ 292.56%
$22.01 - $66.82 $749K - $2.27M
45.6K $1.04M
CRM
Salesforce, Inc.

Technology
670
New
$270.87 - $367.87 $181K - $246K
670 $224K
MCK
Mckesson Corp

Healthcare
382
New
$482.27 - $628.5 $184K - $240K
382 $217K
SAP
Sap Se

Technology
876
New
$218.13 - $255.54 $191K - $224K
876 $215K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
492
+ 9.95%
$172.07 - $207.36 $84.7K - $102K
5.44K $1.07M
WWD
Woodward, Inc.

Industrials
1.27K
New
$159.67 - $187.29 $203K - $238K
1.27K $211K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
259
+ 4.19%
$521.84 - $558.82 $135K - $145K
6.44K $3.47M
CSCO
Cisco Systems, Inc.

Technology
3.5K
New
$52.45 - $60.02 $183K - $210K
3.5K $206K
BAC
Bank Of America Corp

Financial Services
4.65K
New
$39.22 - $47.77 $182K - $222K
4.65K $204K
NFLX
Netflix Inc

Communication Services
31
+ 3.23%
$687.65 - $936.56 $21.3K - $29K
991 $883K
CHT
Chunghwa Telecom CO LTD

Communication Services
5.42K
New
$37.24 - $39.29 $202K - $213K
5.42K $203K
TJX
Tjx Companies Inc

Consumer Cyclical
1.68K
New
$112.15 - $127.2 $188K - $214K
1.68K $202K
VUG
Vanguard Growth ETF

ETFs
88
+ 1.8%
$378.79 - $428.11 $33.3K - $37.7K
4.99K $2.05M
WFC
Wells Fargo & Company

Financial Services
981
+ 15.83%
$54.98 - $77.35 $53.9K - $75.9K
7.18K $504K
META
Meta Platforms, Inc.

Communication Services
170
+ 5.7%
$554.08 - $632.68 $94.2K - $108K
3.15K $1.86M
IVV
Ishares Core S&P 500 ETF

ETFs
195
+ 21.43%
$570.51 - $610.59 $111K - $119K
1.11K $650K
AVSD
American Centy ETF Tr Avantis

ETFs
4.52K
+ 16.3%
$55.57 - $59.89 $251K - $271K
32.3K $1.8M
V
Visa Inc.

Financial Services
173
+ 14.29%
$273.87 - $320.91 $47.4K - $55.5K
1.38K $437K
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.78%
$486.1 - $608.57 $4.86K - $6.09K
1.3K $743K
AER
Aer Cap Holdings N.V.

Industrials
909
+ 32.11%
$91.85 - $100.3 $83.5K - $91.2K
3.74K $357K
MSFT
Microsoft Corp

Technology
444
+ 3.71%
$406.35 - $454.46 $180K - $202K
12.4K $5.23M
AON
Aon PLC

Financial Services
180
+ 21.74%
$344.14 - $393.31 $61.9K - $70.8K
1.01K $362K
TILT
Flexshares Tr

ETFs
50
+ 0.26%
$210.31 - $227.39 $10.5K - $11.4K
19.1K $4.11M
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.17%
$246.06 - $292.59 $984 - $1.17K
2.29K $639K
KEP
Korea Electric Power Corp

Utilities
10.3K
New
$6.81 - $9.0 $69.9K - $92.4K
10.3K $70K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
195
+ 15.98%
$229.83 - $258.46 $44.8K - $50.4K
1.42K $349K
IBM
International Business Machines Corp

Technology
304
+ 12.07%
$204.9 - $238.04 $62.3K - $72.4K
2.82K $620K
VXF
Vanguard Extended Market ETF

ETFs
178
+ 4.85%
$179.17 - $207.15 $31.9K - $36.9K
3.85K $731K
CFFN
Capitol Federal Financial, Inc.

Financial Services
10.6K
New
$5.54 - $7.18 $59K - $76.4K
10.6K $62K
ICL
Icl Group Ltd.

Basic Materials
11.5K
New
$3.92 - $5.13 $45.1K - $59.1K
11.5K $56K
NOK
Nokia Corp

Technology
11.1K
New
$4.13 - $4.95 $45.9K - $55K
11.1K $49K
AVDE
American Centy ETF Tr Avantis

ETFs
2.52K
+ 13.41%
$60.9 - $66.69 $154K - $168K
21.3K $1.31M
WMT
Walmart Inc.

Consumer Defensive
94
+ 2.63%
$79.1 - $95.7 $7.44K - $9K
3.67K $331K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.02K
+ 8.8%
$47.65 - $48.6 $48.7K - $49.7K
12.6K $604K
ENIC
Enel Chile S.A.

Utilities
12.9K
New
$2.62 - $2.98 $33.8K - $38.4K
12.9K $37K
VV
Vanguard Large Cap ETF

ETFs
29
+ 0.63%
$260.27 - $280.65 $7.55K - $8.14K
4.6K $1.24M
MA
Mastercard Inc

Financial Services
27
+ 4.6%
$491.3 - $536.15 $13.3K - $14.5K
614 $323K
HDB
Hdfc Bank LTD

Financial Services
427
+ 10.9%
$59.45 - $68.01 $25.4K - $29K
4.35K $277K
Activity Summary
Buys All Purchases 110 New Holdings 17 Increased Positions 93 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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