Wealthstream Advisors, Inc. New Holdings in Q2 2025

Wealthstream Advisors, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
THC
Tenet Healthcare Corp

Healthcare
13.4K
New
$110.41 - $176.0 $1.48M - $2.36M
13.4K $2.36M
AVUS
American Centy ETF Tr Avantis

ETFs
4.91K
New
$81.38 - $100.82 $399K - $495K
4.91K $494K
BAC
Bank Of America Corp

Financial Services
8.19K
New
$34.39 - $47.46 $282K - $389K
8.19K $387K
PLTR
Palantir Technologies Inc.

Technology
2.35K
New
$74.01 - $144.25 $174K - $339K
2.35K $319K
NOW
Service Now, Inc.

Technology
285
New
$721.65 - $1040.18 $206K - $296K
285 $293K
ABT
Abbott Laboratories

Healthcare
2.04K
New
$123.95 - $138.08 $253K - $282K
2.04K $277K
RTX
Raytheon Technologies Corp

Industrials
1.87K
New
$113.75 - $148.48 $213K - $278K
1.87K $272K
AXP
American Express CO

Financial Services
818
New
$231.39 - $318.98 $189K - $261K
818 $260K
WF
Woori Financial Group Inc.

Financial Services
5.22K
New
$30.46 - $49.73 $159K - $260K
5.22K $259K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
3.34K
New
$70.32 - $76.56 $235K - $256K
3.34K $255K
EUFN
Ishares Msci Europe Financials

ETFs
7.62K
New
$24.77 - $32.27 $189K - $246K
7.62K $240K
SYK
Stryker Corp

Healthcare
604
New
$337.37 - $395.63 $204K - $239K
604 $238K
SCHW
Schwab Charles Corp

Financial Services
2.62K
New
$69.06 - $91.24 $181K - $239K
2.62K $238K
CHT
Chunghwa Telecom CO LTD

Communication Services
5.07K
New
$37.72 - $46.87 $191K - $238K
5.07K $236K
HSBC
Hsbc Holdings PLC

Financial Services
3.59K
New
$46.68 - $61.09 $168K - $219K
3.59K $218K
EEM
Ishares Msci Emerging Markets

ETFs
4.53K
New
$38.52 - $48.28 $174K - $219K
4.53K $218K
DFAI
Dimensional ETF Tr

ETFs
6.29K
New
$28.02 - $34.71 $176K - $218K
6.29K $217K
EVR
Evercore Inc.

Financial Services
796
New
$163.77 - $271.5 $130K - $216K
796 $214K
IYJ
Ishares Tr

ETFs
1.49K
New
$115.07 - $142.31 $171K - $212K
1.49K $212K
DISV
Dimensional ETF Tr Dimensional

ETFs
6.29K
New
$25.93 - $32.91 $163K - $207K
6.29K $206K
AMAT
Applied Materials Inc

Technology
1.11K
New
$126.95 - $183.52 $140K - $203K
1.11K $202K
GLD
Spdr Gold Trust

ETFs
658
New
$273.71 - $316.29 $180K - $208K
658 $200K
KEP
Korea Electric Power Corp

Utilities
11.9K
New
$7.24 - $14.63 $85.9K - $174K
11.9K $168K
ESRT
Empire State Realty Trust, Inc.

Real Estate
11.6K
New
$6.79 - $8.71 $78.7K - $101K
11.6K $93K
UGP
Ultrapar Holdings Inc

Energy
14K
New
$2.76 - $3.28 $38.8K - $46.1K
14K $46K
CIG
Energy CO Of Minas Gerais

Utilities
12.1K
New
$1.62 - $1.96 $19.6K - $23.8K
12.1K $23K
Blackrock Inc
215
New
N/A
215 $0
Linde PLC
457
New
N/A
457 $0
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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