Wealthstream Advisors, Inc. Portfolio Holdings

Wealthstream Advisors, Inc.

  • $519 Million
  • Q4 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.31B
$229,000 0.04% of portfolio
14,546
Q4 2024 Added 427.41%
$9.17B
$70,000 0.01% of portfolio
10,269
Q4 2024 New
$4.43B
$37,000 0.01% of portfolio
12,882
Q4 2024 New
$7.63B
$56,000 0.01% of portfolio
11,513
Q4 2024 New
$4.11B
$18,000 0.0% of portfolio
10,337
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $519 Million
  • Prior Value $502 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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