Wealthstream Advisors, Inc. Portfolio Holdings

Wealthstream Advisors, Inc.

  • $502 Million
  • Q3 2024

Wealthstream Advisors, Inc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $502 Million distributed in 162 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 $155M, Dimensional ETF Tr Dimensional with a value of $81.1M, Dimensional ETF Tr Emerging Mk with a value of $38.5M, Dimensional ETF Tr U S Equity with a value of $36.9M, and Dimensional ETF Tr Dimensional with a value of $31.1M.

Examining the 13F form we can see an increase of $239M in the current position value, from $263M to 502M.

Below you can find more details about Wealthstream Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $502 Million
ETFs: $456 Million
Technology: $17.2 Million
Financial Services: $6.25 Million
Communication Services: $5.96 Million
Consumer Cyclical: $5.19 Million
Healthcare: $4.44 Million
Consumer Defensive: $2.31 Million
Industrials: $2.3 Million
Other: $1.51 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $502 Million
  • Prior Value $263 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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