Wealthstream Advisors, Inc. Incresed Positions 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
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
AVSU
American Centy ETF Tr Avantis

ETFs
4.25K
+ 12.44%
$55.22 - $68.6 $235K - $292K
38.4K $2.64M
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
TSLA
Tesla, Inc.

Consumer Cyclical
419
+ 17.26%
$221.86 - $362.89 $93K - $152K
2.85K $904K
SOXX
Ishares Semiconductor ETF

ETFs
15
+ 0.29%
$154.86 - $239.07 $2.32K - $3.59K
5.27K $1.26M
VT
Vanguard Total World Stk Index

ETFs
12
+ 0.06%
$103.16 - $128.52 $1.24K - $1.54K
20.3K $2.61M
AVEM
American Centy ETF Tr Avantis

ETFs
1.46K
+ 8.16%
$53.08 - $68.54 $77.7K - $100K
19.4K $1.33M
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
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
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
WFC
Wells Fargo & Company

Financial Services
650
+ 8.92%
$60.98 - $80.12 $39.6K - $52.1K
7.93K $635K
MA
Mastercard Inc

Financial Services
185
+ 29.27%
$479.92 - $590.74 $88.8K - $109K
817 $459K
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
AER
Aer Cap Holdings N.V.

Industrials
420
+ 11.68%
$88.97 - $117.24 $37.4K - $49.2K
4.02K $469K
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
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
LYG
Lloyds Banking Group PLC

Financial Services
5.48K
+ 12.39%
$3.32 - $4.29 $18.2K - $23.5K
49.7K $211K
INFY
Infosys LTD

Technology
2.13K
+ 18.51%
$16.14 - $18.75 $34.3K - $39.9K
13.6K $252K
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
Track This Portfolio

Track Wealthstream Advisors, Inc. Portfolio

Follow Wealthstream Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthstream Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email