Wealthstream Advisors, Inc. Incresed Positions 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
AVGO
Broadcom Inc.

Technology
70
+ 1.52%
$159.67 - $250.0 $11.2K - $17.5K
4.66K $1.08M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
492
+ 9.95%
$172.07 - $207.36 $84.7K - $102K
5.44K $1.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
259
+ 4.19%
$521.84 - $558.82 $135K - $145K
6.44K $3.47M
NFLX
Netflix Inc

Communication Services
31
+ 3.23%
$687.65 - $936.56 $21.3K - $29K
991 $883K
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
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
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
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
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
794
+ 7.43%
$12.27 - $15.41 $9.74K - $12.2K
11.5K $166K
MFG
Mizuho Financial Group Inc

Financial Services
2.55K
+ 10.37%
$4.05 - $5.26 $10.3K - $13.4K
27.2K $132K
WIT
Wipro LTD

Technology
30.8K
+ 107.66%
$3.54 - $7.24 $109K - $223K
59.5K $210K
ASX
Ase Technology Holding Co., Ltd.

Technology
1.96K
+ 14.81%
$9.49 - $10.74 $18.6K - $21K
15.2K $152K
SUB
Ishares Short Term National Mu

ETFs
234
+ 8.82%
$104.94 - $106.2 $24.6K - $24.9K
2.89K $304K
EVR
Evercore Inc.

Financial Services
1
+ 0.11%
$247.66 - $315.67 $248 - $316
945 $261K
T
At&T Inc.

Communication Services
444
+ 3.72%
$21.22 - $23.88 $9.42K - $10.6K
12.4K $281K
INFY
Infosys LTD

Technology
1.01K
+ 9.75%
$20.71 - $23.42 $20.9K - $23.6K
11.4K $248K
NMR
Nomura Holdings Inc

Financial Services
1.88K
+ 13.77%
$5.05 - $6.25 $9.47K - $11.7K
15.5K $89K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
479
+ 8.68%
$49.79 - $51.14 $23.8K - $24.5K
6K $300K
SHEL
Shell PLC

Energy
535
+ 10.88%
$60.63 - $70.23 $32.4K - $37.6K
5.45K $341K
SSO
Proshares Ultra S&P 500

ETFs
26
+ 0.46%
$87.92 - $99.73 $2.29K - $2.59K
5.73K $529K
CBRE
Cbre Group, Inc.

Real Estate
34
+ 2.05%
$119.22 - $140.71 $4.05K - $4.78K
1.7K $222K
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.4%
$449.08 - $504.6 $1.35K - $1.51K
762 $352K
IBN
Icici Bank LTD

Financial Services
322
+ 3.36%
$28.69 - $31.9 $9.24K - $10.3K
9.9K $295K
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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