Wealthstream Advisors, Inc. Incresed Positions in Q1 2025

Wealthstream Advisors, Inc.

  • $512 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
104K
+ 3.35%
$25.54 - $28.79 $2.65M - $2.99M
3.21M $89.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
50.9K
+ 3.56%
$25.35 - $27.46 $1.29M - $1.4M
1.48M $39.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
35.2K
+ 3.53%
$32.57 - $35.82 $1.15M - $1.26M
1.03M $34.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
158
+ 6.6%
$442.66 - $534.52 $69.9K - $84.5K
2.55K $1.36M
GE
General Electric CO

Industrials
14
+ 0.29%
$168.59 - $212.13 $2.36K - $2.97K
4.92K $985K
AVDE
American Centy ETF Tr Avantis

ETFs
922
+ 4.32%
$60.63 - $68.55 $55.9K - $63.2K
22.3K $1.48M
LLY
Eli Lilly & CO

Healthcare
49
+ 3.86%
$725.72 - $929.72 $35.6K - $45.6K
1.32K $1.09M
PM
Philip Morris International Inc.

Consumer Defensive
79
+ 3.21%
$117.15 - $158.79 $9.25K - $12.5K
2.54K $403K
JNJ
Johnson & Johnson

Healthcare
402
+ 24.68%
$142.06 - $167.7 $57.1K - $67.4K
2.03K $336K
IBM
International Business Machines Corp

Technology
64
+ 2.27%
$217.4 - $264.74 $13.9K - $16.9K
2.89K $717K
T
At&T Inc.

Communication Services
167
+ 1.35%
$21.56 - $28.28 $3.6K - $4.72K
12.6K $354K
V
Visa Inc.

Financial Services
42
+ 3.03%
$306.92 - $362.71 $12.9K - $15.2K
1.43K $499K
AVEM
American Centy ETF Tr Avantis

ETFs
638
+ 3.69%
$57.11 - $62.4 $36.4K - $39.8K
17.9K $1.08M
VEA
Vanguard Ftse Developed Market

ETFs
46
+ 0.24%
$47.4 - $52.99 $2.18K - $2.44K
19.2K $976K
LYG
Lloyds Banking Group PLC

Financial Services
1.54K
+ 3.62%
$2.58 - $3.9 $3.98K - $6.02K
44.2K $168K
CVX
Chevron Corp

Energy
85
+ 5.11%
$146.71 - $167.97 $12.5K - $14.3K
1.75K $292K
KO
Coca Cola CO

Consumer Defensive
169
+ 4.18%
$60.81 - $72.32 $10.3K - $12.2K
4.21K $301K
MCK
Mckesson Corp

Healthcare
9
+ 2.36%
$566.21 - $672.99 $5.1K - $6.06K
391 $263K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
683
+ 5.95%
$42.5 - $46.71 $29K - $31.9K
12.2K $550K
BND
Vanguard Bd Index Fd Inc Total

ETFs
172
+ 1.03%
$71.17 - $73.66 $12.2K - $12.7K
16.9K $1.24M
VTV
Vanguard Value ETF

ETFs
41
+ 0.57%
$167.73 - $179.21 $6.88K - $7.35K
7.18K $1.24M
UMC
United Microelectronics Corp

Technology
2.56K
+ 18.37%
$5.69 - $7.15 $14.5K - $18.3K
16.5K $117K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
92
+ 2.62%
$67.85 - $77.32 $6.24K - $7.11K
3.61K $269K
IBN
Icici Bank LTD

Financial Services
344
+ 3.47%
$27.55 - $31.67 $9.48K - $10.9K
10.2K $322K
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 1.95%
$279.74 - $321.29 $4.76K - $5.46K
891 $278K
MA
Mastercard Inc

Financial Services
18
+ 2.93%
$504.67 - $576.31 $9.08K - $10.4K
632 $346K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
121
+ 0.9%
$76.94 - $78.28 $9.31K - $9.47K
13.6K $1.07M
WWD
Woodward, Inc.

Industrials
10
+ 0.79%
$171.38 - $195.22 $1.71K - $1.95K
1.28K $234K
CSCO
Cisco Systems, Inc.

Technology
191
+ 5.46%
$58.74 - $64.87 $11.2K - $12.4K
3.69K $227K
PG
Procter & Gamble CO

Consumer Defensive
87
+ 5.3%
$158.56 - $176.26 $13.8K - $15.3K
1.73K $294K
WFC
Wells Fargo & Company

Financial Services
105
+ 1.46%
$66.78 - $81.42 $7.01K - $8.55K
7.28K $522K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
122
+ 1.06%
$14.13 - $16.72 $1.72K - $2.04K
11.6K $179K
HDB
Hdfc Bank LTD

Financial Services
4
+ 0.09%
$58.06 - $66.85 $232 - $267
4.35K $288K
NOK
Nokia Corp

Technology
113
+ 1.02%
$4.43 - $5.42 $501 - $612
11.2K $59K
EMB
Ishares Tr

ETFs
15
+ 0.29%
$88.64 - $92.03 $1.33K - $1.38K
5.16K $467K
QCOM
Qualcomm Inc

Technology
60
+ 2.94%
$151.94 - $175.86 $9.12K - $10.6K
2.1K $323K
VO
Vanguard Mid Cap ETF

ETFs
64
+ 4.41%
$251.87 - $277.95 $16.1K - $17.8K
1.52K $392K
ICL
Icl Group Ltd.

Basic Materials
64
+ 0.56%
$4.96 - $6.45 $317 - $413
11.6K $65K
VNQ
Vanguard Specialized Funds Van

ETFs
13
+ 0.35%
$85.55 - $94.34 $1.11K - $1.23K
3.69K $334K
ENIC
Enel Chile S.A.

Utilities
548
+ 4.25%
$2.85 - $3.47 $1.56K - $1.9K
13.4K $43K
VONV
Vanguard Russell 1000 Value Et

ETFs
12
+ 0.43%
$80.21 - $86.14 $963 - $1.03K
2.79K $230K
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.32%
N/A
1.87K $340K
Dimensional ETF Trust
3.21K
+ 16.11%
N/A
23.2K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
25
+ 0.17%
$49.78 - $53.19 $1.24K - $1.33K
14.9K $762K
Dimensional ETF Trust
16
+ 0.23%
N/A
7.11K $0
Dimensional ETF Trust
30
+ 0.42%
N/A
7.19K $0
AVGE
American Centy ETF Tr Avantis
11.2K
+ 7.7%
N/A
156K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
15
+ 0.12%
N/A
12.1K $0
BNDX
Vanguard Total International B

ETFs
30
+ 0.25%
$48.33 - $49.5 $1.45K - $1.49K
12.2K $597K
Activity Summary
Buys All Purchases 84 New Holdings 8 Increased Positions 76 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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