Wealthstream Advisors, Inc. Sells in Q1 2025

Wealthstream Advisors, Inc.

  • $512 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
-83.6K
- 14.26%
$59.61 - $66.71 $4.98M - $5.58M
503K $30.4M
IWV
Ishares Russell 3000 ETF

ETFs
-133
- 0.25%
$313.1 - $349.83 $41.6K - $46.5K
53.9K $17.1M
AAPL
Apple Inc.

Technology
-111
- 0.61%
$209.68 - $247.1 $23.3K - $27.4K
18.1K $4.02M
GOOG
Alphabet Inc.

Communication Services
-257
- 2.11%
$156.06 - $207.71 $40.1K - $53.4K
11.9K $1.86M
VTHR
Vanguard Russell 3000 ETF

ETFs
-70
- 0.21%
$243.2 - $272.04 $17K - $19K
33.8K $8.35M
TSLA
Tesla, Inc.

Consumer Cyclical
-256
- 9.54%
$222.15 - $428.22 $56.9K - $110K
2.43K $629K
GOOGL
Alphabet Inc.

Communication Services
-11
- 0.09%
$154.33 - $206.19 $1.7K - $2.27K
12.4K $1.92M
AVGO
Broadcom Inc.

Technology
-594
- 12.74%
$167.43 - $244.7 $99.5K - $145K
4.07K $680K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.16K
- 1.58%
$50.44 - $58.1 $58.4K - $67.2K
72K $3.71M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10
- 0.12%
$360.07 - $417.26 $3.6K - $4.17K
8.27K $2.99M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-857
- 2.14%
$58.81 - $68.2 $50.4K - $58.4K
39.3K $2.35M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-218
- 4.01%
$165.25 - $224.62 $36K - $49K
5.22K $866K
AVSU
American Centy ETF Tr Avantis

ETFs
-801
- 2.29%
$61.4 - $69.08 $49.2K - $55.3K
34.2K $2.13M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-715
- 3.18%
$57.21 - $65.8 $40.9K - $47K
21.7K $1.27M
VOT
Vanguard Mid Cap Growth Index

ETFs
-463
- 25.22%
$237.72 - $276.98 $110K - $128K
1.37K $335K
IVV
Ishares Core S&P 500 ETF

ETFs
-157
- 14.21%
$554.06 - $615.85 $87K - $96.7K
948 $532K
SSO
Proshares Ultra S&P 500

ETFs
-270
- 4.72%
$80.57 - $100.21 $21.8K - $27.1K
5.46K $451K
RDY
Dr Reddys Laboratories LTD

Healthcare
-2.92K
- 20.09%
$12.53 - $15.81 $36.6K - $46.2K
11.6K $153K
EME
Emcor Group, Inc.

Industrials
-2
- 0.29%
$361.16 - $535.99 $722 - $1.07K
697 $257K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.15K
- 1.35%
$39.96 - $43.3 $85.8K - $93K
157K $6.48M
ACN
Accenture PLC

Technology
-8
- 0.9%
$300.91 - $398.25 $2.41K - $3.19K
881 $274K
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.08%
$524.81 - $672.19 $525 - $672
1.3K $709K
AVSE
American Centy ETF Tr Avantis

ETFs
-864
- 7.15%
$48.73 - $53.38 $42.1K - $46.1K
11.2K $576K
ASX
Ase Technology Holding Co., Ltd.

Technology
-976
- 6.44%
$8.76 - $11.36 $8.55K - $11.1K
14.2K $124K
CNI
Canadian National Railway CO

Industrials
-173
- 7.73%
$95.46 - $106.79 $16.5K - $18.5K
2.06K $201K
ASML
Asml Holding Nv

Technology
-9
- 2.0%
$662.63 - $776.99 $5.96K - $6.99K
442 $292K
COST
Costco Wholesale Corp

Consumer Defensive
-36
- 3.63%
$890.62 - $1076.86 $32.1K - $38.8K
955 $903K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-464
- 4.36%
$5.56 - $6.2 $2.58K - $2.88K
10.2K $57K
CBRE
Cbre Group, Inc.

Real Estate
-18
- 1.06%
$121.79 - $147.13 $2.19K - $2.65K
1.68K $219K
NMR
Nomura Holdings Inc

Financial Services
-946
- 6.11%
$5.56 - $6.98 $5.26K - $6.6K
14.5K $89K
Life360 Inc
-6.62K
- 8.71%
N/A
69.4K $0
JPM
Jpmorgan Chase & CO

Financial Services
-96
- 2.2%
$225.19 - $279.95 $21.6K - $26.9K
4.27K $1.05M
2023 ETF Series Trust
-6.92K
- 3.48%
N/A
192K $0
Ge Vernova Inc
-49
- 3.19%
N/A
1.49K $0
UL
Unilever PLC

Consumer Defensive
-115
- 2.8%
$54.72 - $60.29 $6.29K - $6.93K
3.99K $237K
SAP
Sap Se

Technology
-52
- 5.94%
$241.4 - $293.69 $12.6K - $15.3K
824 $221K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-108
- 0.77%
$45.92 - $47.58 $4.96K - $5.14K
14K $662K
AER
Aer Cap Holdings N.V.

Industrials
-144
- 3.85%
$94.11 - $105.78 $13.6K - $15.2K
3.6K $367K
NVS
Novartis Ag

Healthcare
-165
- 7.97%
$97.14 - $115.57 $16K - $19.1K
1.91K $212K
MFG
Mizuho Financial Group Inc

Financial Services
-202
- 0.74%
$4.83 - $6.04 $976 - $1.22K
27K $148K
UNH
Unitedhealth Group Inc

Healthcare
-20
- 1.03%
$461.52 - $548.18 $9.23K - $11K
1.92K $1.01M
G
Genpact LTD

Technology
-453
- 6.67%
$42.88 - $55.54 $19.4K - $25.2K
6.34K $319K
NFLX
Netflix Inc

Communication Services
-11
- 1.11%
$828.4 - $1058.6 $9.11K - $11.6K
980 $913K
AON
Aon PLC

Financial Services
-19
- 1.88%
$348.44 - $409.32 $6.62K - $7.78K
989 $394K
DFAX
Dimensional ETF Tr
-179
- 0.47%
$24.45 - $27.2 $4.38K - $4.87K
38.1K $997K
ABBV
Abb Vie Inc.

Healthcare
-43
- 2.21%
$169.2 - $216.66 $7.28K - $9.32K
1.91K $399K
SHEL
Shell PLC

Energy
-32
- 0.59%
$62.84 - $73.29 $2.01K - $2.35K
5.42K $397K
SAN
Banco Santander, S.A.

Financial Services
-2.9K
- 7.53%
$4.46 - $7.14 $12.9K - $20.7K
35.6K $238K
AVSD
American Centy ETF Tr Avantis

ETFs
-224
- 0.69%
$54.89 - $62.11 $12.3K - $13.9K
32K $1.92M
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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