Wealthstream Advisors, Inc. Incresed Positions in Q2 2025

Wealthstream Advisors, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
WIT
Wipro LTD

Technology
7K
+ 11.18%
$2.7 - $3.09 $18.9K - $21.6K
69.6K $210K
DFSV
Dimensional ETF Tr Dimensional

ETFs
62
+ 0.47%
$24.21 - $29.47 $1.5K - $1.83K
13.3K $391K
SHEL
Shell PLC

Energy
446
+ 8.23%
$59.75 - $73.05 $26.6K - $32.6K
5.87K $413K
ENIC
Enel Chile S.A.

Utilities
2.32K
+ 17.26%
$2.89 - $3.97 $6.7K - $9.2K
15.7K $57K
ICL
Icl Group Ltd.

Basic Materials
34
+ 0.29%
$5.35 - $6.98 $182 - $237
11.6K $79K
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
AVGE
American Centy ETF Tr Avantis
7.52K
+ 4.8%
N/A
164K $0
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
244
+ 2.1%
$12.23 - $15.46 $2.98K - $3.77K
11.8K $179K
Ge Vernova Inc
86
+ 5.79%
N/A
1.57K $0
Dimensional ETF Trust
34
+ 0.47%
N/A
7.23K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
757
+ 6.24%
N/A
12.9K $0
BABA
Alibaba Group Holding LTD

Consumer Cyclical
209
+ 13.26%
$99.37 - $134.05 $20.8K - $28K
1.79K $202K
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.39%
$394.72 - $440.39 $1.18K - $1.32K
766 $322K
JNJ
Johnson & Johnson

Healthcare
70
+ 3.45%
$146.36 - $159.82 $10.2K - $11.2K
2.1K $320K
MPW
Medical Properties Trust Inc

Real Estate
260
+ 2.35%
$4.31 - $5.91 $1.12K - $1.54K
11.3K $48K
ABBV
Abb Vie Inc.

Healthcare
130
+ 6.82%
$170.16 - $206.27 $22.1K - $26.8K
2.04K $378K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
48
+ 1.88%
$483.48 - $539.8 $23.2K - $25.9K
2.6K $1.26M
AAPL
Apple Inc.

Technology
441
+ 2.44%
$172.42 - $223.89 $76K - $98.7K
18.5K $3.8M
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.42%
$274.35 - $599.47 $2.19K - $4.8K
1.93K $601K
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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