Wealthstream Advisors, Inc. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $519 Million distributed in 167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $165M, Dimensional ETF Tr Dimensional with a value of $80.3M, Dimensional ETF Tr Emerging Mk with a value of $37.5M, Dimensional ETF Tr U S Equity with a value of $37.4M, and Dimensional ETF Tr Dimensional with a value of $33.7M.
Examining the 13F form we can see an increase of $16.8M in the current position value, from $502M to 519M.
Below you can find more details about Wealthstream Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$519 Million
ETFs: $467 Million
Technology: $19.3 Million
Communication Services: $7.9 Million
Financial Services: $7.4 Million
Consumer Cyclical: $6.15 Million
Healthcare: $3.69 Million
Industrials: $2.36 Million
Consumer Defensive: $2.31 Million
Other: $1.58 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
