Wealthstream Advisors, Inc. Purchases in Q2 2025

Wealthstream Advisors, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
255
+ 19.33%
$713.71 - $898.95 $182K - $229K
1.57K $1.23M
HDB
Hdfc Bank LTD

Financial Services
1.19K
+ 27.45%
$63.78 - $77.48 $76.2K - $92.5K
5.54K $424K
WWD
Woodward, Inc.

Industrials
228
+ 17.77%
$157.29 - $247.55 $35.9K - $56.4K
1.51K $370K
SAP
Sap Se

Technology
334
+ 40.53%
$237.53 - $309.8 $79.3K - $103K
1.16K $352K
EME
Emcor Group, Inc.

Industrials
24
+ 3.44%
$342.02 - $534.89 $8.21K - $12.8K
721 $385K
VEA
Vanguard Ftse Developed Market

ETFs
22
+ 0.11%
$45.65 - $57.01 $1K - $1.25K
19.2K $1.1M
MA
Mastercard Inc

Financial Services
185
+ 29.27%
$479.92 - $590.74 $88.8K - $109K
817 $459K
WFC
Wells Fargo & Company

Financial Services
650
+ 8.92%
$60.98 - $80.12 $39.6K - $52.1K
7.93K $635K
RDY
Dr Reddys Laboratories LTD

Healthcare
6.06K
+ 52.09%
$12.36 - $16.17 $74.8K - $97.9K
17.7K $265K
COST
Costco Wholesale Corp

Consumer Defensive
64
+ 6.7%
$908.13 - $1056.85 $58.1K - $67.6K
1.02K $1.01M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
149
+ 10.37%
$201.28 - $266.34 $30K - $39.7K
1.59K $422K
MAR
Marriott International Inc

Consumer Cyclical
48
+ 2.08%
$211.12 - $274.14 $10.1K - $13.2K
2.35K $642K
ESRT
Empire State Realty Trust, Inc.

Real Estate
11.6K
New
$6.79 - $8.71 $78.7K - $101K
11.6K $93K
KO
Coca Cola CO

Consumer Defensive
1.36K
+ 32.22%
$68.37 - $73.9 $92.7K - $100K
5.56K $393K
ASML
Asml Holding Nv

Technology
35
+ 7.92%
$595.37 - $815.24 $20.8K - $28.5K
477 $382K
IVV
Ishares Core S&P 500 ETF

ETFs
49
+ 5.17%
$498.8 - $620.9 $24.4K - $30.4K
997 $619K
SSO
Proshares Ultra S&P 500

ETFs
11
+ 0.2%
$64.8 - $97.72 $713 - $1.07K
5.47K $534K
HD
Home Depot, Inc.

Consumer Cyclical
205
+ 11.04%
$335.24 - $380.78 $68.7K - $78.1K
2.06K $756K
UMC
United Microelectronics Corp

Technology
8.74K
+ 53.08%
$6.12 - $8.32 $53.5K - $72.7K
25.2K $192K
TJX
Tjx Companies Inc

Consumer Cyclical
479
+ 28.51%
$119.13 - $135.03 $57.1K - $64.7K
2.16K $266K
IBN
Icici Bank LTD

Financial Services
842
+ 8.22%
$30.16 - $34.39 $25.4K - $29K
11.1K $372K
ELP
Energy CO Of Parana

Utilities
3.12K
+ 29.79%
$7.01 - $9.24 $21.9K - $28.8K
13.6K $124K
UGP
Ultrapar Holdings Inc

Energy
14K
New
$2.76 - $3.28 $38.8K - $46.1K
14K $46K
INFY
Infosys LTD

Technology
2.13K
+ 18.51%
$16.14 - $18.75 $34.3K - $39.9K
13.6K $252K
LYG
Lloyds Banking Group PLC

Financial Services
5.48K
+ 12.39%
$3.32 - $4.29 $18.2K - $23.5K
49.7K $211K
LPL
Lg Display Co., Ltd.

Technology
10.8K
+ 61.11%
$2.56 - $3.57 $27.5K - $38.4K
28.4K $96K
PGR
Progressive Corp

Financial Services
204
+ 23.78%
$255.27 - $288.74 $52.1K - $58.9K
1.06K $283K
ACN
Accenture PLC

Technology
173
+ 19.64%
$279.23 - $323.21 $48.3K - $55.9K
1.05K $315K
AMP
Ameriprise Financial Inc

Financial Services
15
+ 2.53%
$422.19 - $533.73 $6.33K - $8.01K
608 $324K
CNI
Canadian National Railway CO

Industrials
177
+ 8.58%
$92.66 - $108.13 $16.4K - $19.1K
2.24K $233K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
7
+ 0.19%
$66.99 - $83.47 $469 - $584
3.61K $301K
PG
Procter & Gamble CO

Consumer Defensive
317
+ 18.33%
$157.66 - $172.39 $50K - $54.6K
2.05K $325K
ASX
Ase Technology Holding Co., Ltd.

Technology
483
+ 3.41%
$7.42 - $10.65 $3.58K - $5.14K
14.7K $151K
NVS
Novartis Ag

Healthcare
69
+ 3.62%
$101.96 - $121.01 $7.04K - $8.35K
1.98K $238K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.03%
$55.54 - $69.09 $55.5 - $69.1
3.35K $231K
CIG
Energy CO Of Minas Gerais

Utilities
12.1K
New
$1.62 - $1.96 $19.6K - $23.8K
12.1K $23K
CBRE
Cbre Group, Inc.

Real Estate
35
+ 2.09%
$113.94 - $140.12 $3.99K - $4.9K
1.71K $239K
DFSV
Dimensional ETF Tr Dimensional

ETFs
62
+ 0.47%
$24.21 - $29.47 $1.5K - $1.83K
13.3K $391K
WIT
Wipro LTD

Technology
7K
+ 11.18%
$2.7 - $3.09 $18.9K - $21.6K
69.6K $210K
SHEL
Shell PLC

Energy
446
+ 8.23%
$59.75 - $73.05 $26.6K - $32.6K
5.87K $413K
ICL
Icl Group Ltd.

Basic Materials
34
+ 0.29%
$5.35 - $6.98 $182 - $237
11.6K $79K
ENIC
Enel Chile S.A.

Utilities
2.32K
+ 17.26%
$2.89 - $3.97 $6.7K - $9.2K
15.7K $57K
VIG
Vanguard Dividend Appreciation

ETFs
70
+ 3.75%
N/A
1.94K $353K
AON
Aon PLC

Financial Services
130
+ 13.14%
$335.85 - $398.81 $43.7K - $51.8K
1.12K $399K
NOK
Nokia Corp

Technology
928
+ 8.27%
$4.65 - $5.43 $4.32K - $5.04K
12.2K $62K
MCD
Mcdonalds Corp

Consumer Cyclical
73
+ 8.19%
$285.55 - $321.23 $20.8K - $23.4K
964 $281K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
244
+ 2.1%
$12.23 - $15.46 $2.98K - $3.77K
11.8K $179K
AVGE
American Centy ETF Tr Avantis
7.52K
+ 4.8%
N/A
164K $0
Ge Vernova Inc
86
+ 5.79%
N/A
1.57K $0
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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