Wealthstream Advisors, Inc. Incresed Positions in Q4 2024

Wealthstream Advisors, Inc.

  • $519 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RDY
Dr Reddys Laboratories LTD

Healthcare
11.8K
+ 427.41%
$13.99 - $79.75 $165K - $940K
14.5K $229K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9
+ 0.31%
$124.61 - $133.96 $1.12K - $1.21K
2.94K $378K
BNDX
Vanguard Total International B

ETFs
451
+ 3.84%
$48.91 - $50.61 $22.1K - $22.8K
12.2K $598K
CVX
Chevron Corp

Energy
70
+ 4.39%
$141.15 - $162.53 $9.88K - $11.4K
1.66K $241K
PM
Philip Morris International Inc.

Consumer Defensive
82
+ 3.44%
$118.38 - $133.06 $9.71K - $10.9K
2.46K $296K
PG
Procter & Gamble CO

Consumer Defensive
94
+ 6.07%
$161.05 - $179.7 $15.1K - $16.9K
1.64K $275K
DFAU
Dimensional ETF Tr

ETFs
9
+ 0.14%
$39.27 - $42.38 $353 - $381
6.56K $265K
VTV
Vanguard Value ETF

ETFs
236
+ 3.42%
$168.32 - $181.87 $39.7K - $42.9K
7.14K $1.21M
ACN
Accenture PLC

Technology
11
+ 1.25%
$343.9 - $376.86 $3.78K - $4.15K
889 $312K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.35%
$261.5 - $284.63 $1.31K - $1.42K
1.45K $383K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
636
+ 4.73%
$46.33 - $48.6 $29.5K - $30.9K
14.1K $653K
Ge Vernova Inc
249
+ 19.36%
N/A
1.54K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
2.68K
+ 28.34%
N/A
12.1K $0
Dimensional ETF Trust
34
+ 0.48%
N/A
7.16K $0
Dimensional ETF Trust
178
+ 2.58%
N/A
7.09K $0
AVGE
American Centy ETF Tr Avantis
23.1K
+ 18.96%
N/A
145K $0
SAN
Banco Santander, S.A.

Financial Services
3.68K
+ 10.58%
$4.49 - $5.05 $16.5K - $18.6K
38.5K $175K
ORCL
Oracle Corp

Technology
21
+ 1.11%
$165.41 - $192.43 $3.47K - $4.04K
1.91K $317K
VONV
Vanguard Russell 1000 Value Et

ETFs
15
+ 0.54%
$80.87 - $87.69 $1.21K - $1.32K
2.78K $225K
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.23%
$197.36 - $217.3 $1.38K - $1.52K
3.09K $611K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
156
+ 1.17%
$77.02 - $78.58 $12K - $12.3K
13.5K $1.04M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
385
+ 3.82%
$9.25 - $10.62 $3.56K - $4.09K
10.5K $101K
EMB
Ishares Tr

ETFs
163
+ 3.27%
$88.94 - $93.46 $14.5K - $15.2K
5.14K $457K
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.05%
$160.89 - $176.18 $161 - $176
1.9K $306K
LYG
Lloyds Banking Group PLC

Financial Services
1.8K
+ 4.4%
$2.67 - $3.23 $4.8K - $5.81K
42.6K $115K
ASML
Asml Holding Nv

Technology
53
+ 13.32%
$658.43 - $872.27 $34.9K - $46.2K
451 $312K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
48
+ 0.32%
$51.09 - $55.27 $2.45K - $2.65K
14.9K $762K
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.77%
$385.02 - $431.37 $5.39K - $6.04K
1.84K $715K
UL
Unilever PLC

Consumer Defensive
122
+ 3.06%
$56.7 - $64.64 $6.92K - $7.89K
4.11K $232K
VNQ
Vanguard Specialized Funds Van

ETFs
22
+ 0.6%
$87.85 - $98.6 $1.93K - $2.17K
3.68K $327K
NVS
Novartis Ag

Healthcare
55
+ 2.73%
$96.78 - $117.18 $5.32K - $6.44K
2.07K $201K
KO
Coca Cola CO

Consumer Defensive
108
+ 2.75%
$61.74 - $71.71 $6.67K - $7.74K
4.04K $251K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
263
+ 2.35%
$44.04 - $49.49 $11.6K - $13K
11.5K $505K
URI
United Rentals, Inc.

Industrials
3
+ 0.93%
$704.44 - $880.32 $2.11K - $2.64K
325 $228K
BND
Vanguard Bd Index Fd Inc Total

ETFs
200
+ 1.21%
$71.75 - $75.11 $14.4K - $15K
16.7K $1.2M
AVSE
American Centy ETF Tr Avantis

ETFs
252
+ 2.13%
$50.47 - $56.52 $12.7K - $14.2K
12.1K $609K
AVEM
American Centy ETF Tr Avantis

ETFs
707
+ 4.26%
$58.59 - $66.14 $41.4K - $46.8K
17.3K $1.02M
UNH
Unitedhealth Group Inc

Healthcare
129
+ 7.13%
$485.52 - $625.25 $62.6K - $80.7K
1.94K $980K
VEA
Vanguard Ftse Developed Market

ETFs
144
+ 0.76%
$47.57 - $52.44 $6.85K - $7.55K
19.2K $916K
NVO
Novo Nordisk A S

Healthcare
86
+ 2.7%
$85.0 - $120.04 $7.31K - $10.3K
3.27K $281K
DFIC
Dimensional ETF Tr Dimensional

ETFs
222K
+ 7.71%
$25.61 - $28.0 $5.69M - $6.22M
3.11M $80.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
64.4K
+ 4.71%
$26.16 - $28.82 $1.69M - $1.86M
1.43M $37.5M
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
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