$19.3 Million is the total value of Wealthstreet Investment Advisors, LLC's 136 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 74.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | Sell | NVIDIA CORPORATION | $1,354,000 | -94.1% | 1,692 | -96.0% | 7.02% | +215.7% |
| MTUM | ISHARES TRmsci usa mmentm | $1,349,000 | +7.8% | 7,779 | 0.0% | 6.99% | +5632.0% | |
| VFC | Sell | V F CORP | $1,288,000 | -15.1% | 15,696 | -17.3% | 6.68% | +4411.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $962,000 | -65.5% | 4,318 | -68.0% | 4.99% | +1733.5% |
| AAPL | Sell | APPLE INC | $802,000 | -98.7% | 5,860 | -98.9% | 4.16% | -32.3% |
| INTC | Sell | INTEL CORP | $778,000 | -95.2% | 13,850 | -94.5% | 4.03% | +157.4% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $709,000 | -95.3% | 7,555 | -96.1% | 3.68% | +150.0% |
| AMZN | Sell | AMAZON COM INC | $692,000 | -96.8% | 201 | -97.1% | 3.59% | +68.9% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $608,000 | -88.3% | 2,679 | -88.3% | 3.15% | +524.2% |
| SMH | Sell | VANECK VECTORS ETF TRsemiconductor et | $603,000 | -62.9% | 2,300 | -65.5% | 3.13% | +1866.0% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $480,000 | -95.5% | 3,270 | -95.9% | 2.49% | +140.4% |
| LVS | Sell | LAS VEGAS SANDS CORP | $458,000 | -81.4% | 8,680 | -78.5% | 2.37% | +889.2% |
| NKE | Sell | NIKE INCcl b | $455,000 | -81.1% | 2,942 | -83.7% | 2.36% | +908.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $416,000 | -94.5% | 170 | -95.4% | 2.16% | +192.5% |
| T | Sell | AT&T INC | $403,000 | -94.5% | 14,009 | -94.3% | 2.09% | +190.1% |
| IBB | Sell | ISHARES TRishares biotech | $390,000 | -94.4% | 2,380 | -94.8% | 2.02% | +200.0% |
| GMF | Sell | SPDR INDEX SHS FDSasia pacif etf | $363,000 | -90.4% | 2,700 | -90.7% | 1.88% | +407.3% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $328,000 | -98.0% | 928 | -98.2% | 1.70% | +5.0% |
| CRM | Sell | SALESFORCE COM INC | $327,000 | -91.5% | 1,340 | -92.6% | 1.70% | +352.0% |
| BA | Sell | BOEING CO | $322,000 | -96.8% | 1,345 | -96.6% | 1.67% | +71.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $311,000 | -97.4% | 2,307 | -97.4% | 1.61% | +36.0% |
| QCOM | Sell | QUALCOMM INC | $282,000 | -97.2% | 1,975 | -97.4% | 1.46% | +51.2% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $268,000 | -94.3% | 2,000 | -94.4% | 1.39% | +204.6% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $258,000 | -93.6% | 3,000 | -93.7% | 1.34% | +237.6% |
| MCD | Sell | MCDONALDS CORP | $250,000 | -91.2% | 1,084 | -91.4% | 1.30% | +369.6% |
| SBUX | Sell | STARBUCKS CORP | $235,000 | -96.0% | 2,100 | -96.1% | 1.22% | +112.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $231,000 | -70.6% | 539 | -72.8% | 1.20% | +1454.5% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $221,000 | -68.1% | 3,687 | -68.1% | 1.15% | +1610.4% |
| XEL | Sell | XCEL ENERGY INC | $210,000 | -62.5% | 3,189 | -62.1% | 1.09% | +1880.0% |
| MRVL | New | MARVELL TECHNOLOGY INC | $204,000 | – | 3,500 | +100.0% | 1.06% | – |
| MMM | Sell | 3M CO | $202,000 | -68.1% | 1,013 | -69.2% | 1.05% | +1588.7% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $187,000 | -90.9% | 800 | -91.1% | 0.97% | +384.5% |
| SPMO | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $178,000 | -87.9% | 3,000 | -89.2% | 0.92% | +541.0% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $175,000 | – | 2,050 | +100.0% | 0.91% | – |
| FXI | Sell | ISHARES TRchina lg-cap etf | $173,000 | -90.7% | 3,750 | -90.6% | 0.90% | +395.6% |
| CI | Sell | CIGNA CORP NEW | $166,000 | -97.4% | 700 | -97.4% | 0.86% | +36.2% |
| CSCO | Sell | CISCO SYS INC | $158,000 | -97.2% | 2,976 | -97.3% | 0.82% | +47.3% |
| FB | Sell | FACEBOOK INCcl a | $126,000 | -99.4% | 362 | -99.5% | 0.65% | -68.9% |
| MU | Sell | MICRON TECHNOLOGY INC | $123,000 | -85.8% | 1,450 | -85.2% | 0.64% | +659.5% |
| EPI | Sell | WISDOMTREE TRindia erngs fd | $119,000 | -88.9% | 3,500 | -89.7% | 0.62% | +493.3% |
| SO | Sell | SOUTHERN CO | $118,000 | -74.1% | 1,951 | -73.4% | 0.61% | +1290.9% |
| PPA | Sell | INVESCO EXCHANGE TRADED FD Taerospace defn | $114,000 | -95.7% | 1,520 | -95.8% | 0.59% | +130.0% |
| MSFT | Sell | MICROSOFT CORP | $107,000 | -99.6% | 394 | -99.6% | 0.56% | -78.2% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $105,000 | -94.3% | 1,950 | -94.4% | 0.54% | +202.2% |
| PEP | Sell | PEPSICO INC | $100,000 | -99.2% | 672 | -99.3% | 0.52% | -60.0% |
| RSG | Sell | REPUBLIC SVCS INC | $100,000 | -75.3% | 907 | -77.7% | 0.52% | +1195.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $95,000 | -78.4% | 332 | -80.6% | 0.49% | +1044.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $95,000 | -98.0% | 38 | -98.4% | 0.49% | +3.6% |
| IHF | Sell | ISHARES TRus hlthcr pr etf | $94,000 | -91.7% | 350 | -92.2% | 0.49% | +342.7% |
| PANW | Sell | PALO ALTO NETWORKS INC | $93,000 | -97.3% | 250 | -97.7% | 0.48% | +41.3% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $93,000 | -94.6% | 1,660 | -94.4% | 0.48% | +185.2% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $88,000 | -79.2% | 1,039 | -79.2% | 0.46% | +1012.2% |
| HSY | Sell | HERSHEY CO | $81,000 | -94.6% | 466 | -95.1% | 0.42% | +185.7% |
| CL | Sell | COLGATE PALMOLIVE CO | $69,000 | -99.0% | 854 | -99.0% | 0.36% | -46.2% |
| F | Sell | FORD MTR CO DEL | $67,000 | -89.5% | 4,500 | -91.4% | 0.35% | +459.7% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $57,000 | -93.9% | 415 | -94.1% | 0.30% | +227.8% |
| DIS | Sell | DISNEY WALT CO | $56,000 | -99.7% | 320 | -99.7% | 0.29% | -83.6% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $50,000 | -97.8% | 1,100 | -97.9% | 0.26% | +18.3% |
| GM | Sell | GENERAL MTRS CO | $47,000 | -98.5% | 800 | -98.5% | 0.24% | -17.8% |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $46,000 | -98.9% | 250 | -99.0% | 0.24% | -40.9% |
| TGT | Sell | TARGET CORP | $38,000 | -98.7% | 158 | -98.9% | 0.20% | -30.9% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $33,000 | -98.3% | 400 | -98.5% | 0.17% | -11.9% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $30,000 | -98.8% | 600 | -98.8% | 0.16% | -36.8% |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWAR | $27,000 | -95.0% | 150 | -95.1% | 0.14% | +169.2% |
| JPM | Sell | JPMORGAN CHASE & CO | $26,000 | -99.9% | 166 | -99.9% | 0.14% | -94.4% |
| AGG | Sell | ISHARES TRcore us aggbd et | $22,000 | -98.3% | 191 | -98.3% | 0.11% | -8.8% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $21,000 | -97.1% | 36 | -97.6% | 0.11% | +55.7% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $19,000 | -98.5% | 525 | -98.6% | 0.10% | -19.7% |
| CVX | Sell | CHEVRON CORP NEW | $16,000 | -99.6% | 150 | -99.6% | 0.08% | -79.4% |
| PFE | Sell | PFIZER INC | $16,000 | -99.7% | 422 | -99.7% | 0.08% | -82.6% |
| ZTS | Sell | ZOETIS INCcl a | $15,000 | -96.6% | 81 | -97.1% | 0.08% | +81.4% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $15,000 | -92.9% | 131 | -93.2% | 0.08% | +290.0% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $14,000 | -99.6% | 50 | -99.6% | 0.07% | -78.3% |
| UAA | Sell | UNDER ARMOUR INCcl a | $13,000 | -98.2% | 600 | -98.2% | 0.07% | -5.6% |
| GE | Sell | GENERAL ELECTRIC CO | $13,000 | -99.7% | 1,000 | -99.7% | 0.07% | -82.4% |
| V | Sell | VISA INC | $12,000 | -100.0% | 52 | -100.0% | 0.06% | -97.5% |
| UNP | Sell | UNION PAC CORP | $11,000 | -99.1% | 48 | -99.1% | 0.06% | -50.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $11,000 | -99.9% | 28 | -99.9% | 0.06% | -96.8% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $10,000 | -99.9% | 150 | -99.9% | 0.05% | -97.0% |
| AVGO | Sell | BROADCOM INC | $9,000 | -97.4% | 19 | -97.4% | 0.05% | +42.4% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $9,000 | -99.7% | 45 | -99.7% | 0.05% | -81.6% |
| IHE | Sell | ISHARES TRu.s. pharma etf | $9,000 | -99.2% | 50 | -99.2% | 0.05% | -54.4% |
| LMT | Sell | LOCKHEED MARTIN CORP | $8,000 | -99.7% | 22 | -99.7% | 0.04% | -81.9% |
| CB | Sell | CHUBB LIMITED | $8,000 | -96.6% | 49 | -96.7% | 0.04% | +78.3% |
| WMT | Sell | WALMART INC | $7,000 | -99.9% | 50 | -99.9% | 0.04% | -95.6% |
| MRK | Sell | MERCK & CO INC | $7,000 | -99.9% | 91 | -99.9% | 0.04% | -94.3% |
| NFLX | Sell | NETFLIX INC | $6,000 | -98.5% | 12 | -98.5% | 0.03% | -22.5% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $6,000 | -99.1% | 82 | -99.1% | 0.03% | -54.4% |
| UA | Sell | UNDER ARMOUR INCcl c | $6,000 | -99.0% | 300 | -99.1% | 0.03% | -46.6% |
| DUK | Sell | DUKE ENERGY CORP NEW | $4,000 | -99.8% | 38 | -99.8% | 0.02% | -86.7% |
| AMGN | Sell | AMGEN INC | $4,000 | -100.0% | 17 | -100.0% | 0.02% | -99.0% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $3,000 | -99.6% | 25 | -99.7% | 0.02% | -78.7% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $2,000 | -99.6% | 38 | -99.6% | 0.01% | -76.7% |
| ANGL | Sell | VANECK VECTORS ETF TRfallen angel hg | $2,000 | -99.8% | 52 | -99.9% | 0.01% | -90.8% |
| LXU | Exit | LSB INDS INC | $0 | – | -10,000 | -100.0% | -0.01% | – |
| MTA | Exit | METALLA RTY & STREAMING LTD | $0 | – | -10,000 | -100.0% | -0.01% | – |
| PAA | Exit | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $0 | – | -13,700 | -100.0% | -0.01% | – |
| QRTEA | Exit | QURATE RETAIL INC | $0 | – | -11,718 | -100.0% | -0.01% | – |
| ERIC | Exit | ERICSSONadr b sek 10 | $0 | – | -10,090 | -100.0% | -0.01% | – |
| ETY | Exit | EATON VANCE TAX-MANAGED DIVE | $0 | – | -10,200 | -100.0% | -0.01% | – |
| PFN | Exit | PIMCO INCOME STRATEGY FD II | $0 | – | -14,600 | -100.0% | -0.02% | – |
| SELB | Exit | SELECTA BIOSCIENCES INC | $0 | – | -37,000 | -100.0% | -0.02% | – |
| RA | Exit | BROOKFIELD REAL ASSETS INCOM | $0 | – | -10,000 | -100.0% | -0.02% | – |
| MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -8,780 | -100.0% | -0.02% | – |
| BSTZ | Exit | BLACKROCK SCIENCE & TECH TR | $0 | – | -5,850 | -100.0% | -0.02% | – |
| BIP | Exit | BROOKFIELD INFRAST PARTNERSlp int unit | $0 | – | -3,925 | -100.0% | -0.02% | – |
| PIN | Exit | INVESCO INDIA EXCHANGE-TRADEindia etf | $0 | – | -8,230 | -100.0% | -0.02% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -338 | -100.0% | -0.02% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -700 | -100.0% | -0.02% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -8,909 | -100.0% | -0.02% | – |
| CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -8,600 | -100.0% | -0.02% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -2,711 | -100.0% | -0.02% | – |
| CWENA | Exit | CLEARWAY ENERGY INCcl a | $0 | – | -8,500 | -100.0% | -0.02% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -735 | -100.0% | -0.02% | – |
| SCHL | Exit | SCHOLASTIC CORP | $0 | – | -7,600 | -100.0% | -0.02% | – |
| DIM | Exit | WISDOMTREE TRintl midcap dv | $0 | – | -3,450 | -100.0% | -0.02% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -6,726 | -100.0% | -0.02% | – |
| DISCK | Exit | DISCOVERY INC | $0 | – | -6,252 | -100.0% | -0.02% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -1,188 | -100.0% | -0.02% | – |
| CIEN | Exit | CIENA CORP | $0 | – | -4,400 | -100.0% | -0.02% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -2,693 | -100.0% | -0.02% | – |
| SPDN | Exit | DIREXION SHS ETF TRdly s&p500 br 1x | $0 | – | -14,000 | -100.0% | -0.02% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,962 | -100.0% | -0.02% | – |
| WY | Exit | WEYERHAEUSER CO MTN BE | $0 | – | -7,192 | -100.0% | -0.02% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -1,546 | -100.0% | -0.02% | – |
| NLOK | Exit | NORTONLIFELOCK INC | $0 | – | -12,412 | -100.0% | -0.03% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -5,993 | -100.0% | -0.03% | – |
| EMLC | Exit | VANECK VECTORS ETF TRjp morgan mkts | $0 | – | -9,000 | -100.0% | -0.03% | – |
| ALLO | Exit | ALLOGENE THERAPEUTICS INC | $0 | – | -8,000 | -100.0% | -0.03% | – |
| BSCR | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -13,500 | -100.0% | -0.03% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -5,000 | -100.0% | -0.03% | – |
| LSXMK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -6,436 | -100.0% | -0.03% | – |
| MET | Exit | METLIFE INC | $0 | – | -4,912 | -100.0% | -0.03% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,160 | -100.0% | -0.03% | – |
| TDS | Exit | TELEPHONE & DATA SYS INC | $0 | – | -13,000 | -100.0% | -0.03% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -1,260 | -100.0% | -0.03% | – |
| CRMD | Exit | CORMEDIX INC | $0 | – | -31,200 | -100.0% | -0.03% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -2,000 | -100.0% | -0.03% | – |
| EMD | Exit | WESTERN ASSET EMERGING MKTS | $0 | – | -23,000 | -100.0% | -0.03% | – |
| FINX | Exit | GLOBAL X FDSfintech etf | $0 | – | -7,200 | -100.0% | -0.03% | – |
| TCBI | Exit | TEXAS CAP BANCSHARES INC | $0 | – | -4,475 | -100.0% | -0.03% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -4,355 | -100.0% | -0.03% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -1,983 | -100.0% | -0.03% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -5,250 | -100.0% | -0.03% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -827 | -100.0% | -0.03% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -5,300 | -100.0% | -0.03% | – |
| SMDV | Exit | PROSHARES TRruss 2000 divd | $0 | – | -4,950 | -100.0% | -0.03% | – |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -5,280 | -100.0% | -0.03% | – |
| BSCQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -16,000 | -100.0% | -0.03% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -146 | -100.0% | -0.03% | – |
| BIGZ | Exit | BLACKROCK INNOVATION AND GRW | $0 | – | -17,400 | -100.0% | -0.03% | – |
| IYT | Exit | ISHARES TRtrans avg etf | $0 | – | -1,370 | -100.0% | -0.03% | – |
| EFX | Exit | EQUIFAX INC | $0 | – | -1,900 | -100.0% | -0.03% | – |
| VIAC | Exit | VIACOMCBS INCcl b | $0 | – | -7,979 | -100.0% | -0.04% | – |
| EAT | Exit | BRINKER INTL INC | $0 | – | -5,066 | -100.0% | -0.04% | – |
| HACK | Exit | ETF MANAGERS TRprime cybr scrty | $0 | – | -6,710 | -100.0% | -0.04% | – |
| FNY | Exit | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $0 | – | -5,500 | -100.0% | -0.04% | – |
| HPQ | Exit | HP INC | $0 | – | -11,717 | -100.0% | -0.04% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -5,350 | -100.0% | -0.04% | – |
| LBRDK | Exit | LIBERTY BROADBAND CORP | $0 | – | -2,495 | -100.0% | -0.04% | – |
| DGS | Exit | WISDOMTREE TRemg mkts smcap | $0 | – | -7,374 | -100.0% | -0.04% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -10,075 | -100.0% | -0.04% | – |
| HOLX | Exit | HOLOGIC INC | $0 | – | -5,200 | -100.0% | -0.04% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -4,546 | -100.0% | -0.04% | – |
| WDC | Exit | WESTERN DIGITAL CORP. | $0 | – | -5,806 | -100.0% | -0.04% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -10,341 | -100.0% | -0.04% | – |
| UPRO | Exit | PROSHARES TRultrpro s&p500 | $0 | – | -4,290 | -100.0% | -0.04% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -2,115 | -100.0% | -0.04% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -20,000 | -100.0% | -0.04% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -640 | -100.0% | -0.04% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -3,003 | -100.0% | -0.04% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -12,620 | -100.0% | -0.04% | – |
| PHM | Exit | PULTE GROUP INC | $0 | – | -7,796 | -100.0% | -0.04% | – |
| NGG | Exit | NATIONAL GRID PLCsponsored adr ne | $0 | – | -7,026 | -100.0% | -0.04% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -850 | -100.0% | -0.04% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -8,592 | -100.0% | -0.04% | – |
| SEE | Exit | SEALED AIR CORP NEW | $0 | – | -9,400 | -100.0% | -0.04% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -3,900 | -100.0% | -0.04% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -9,258 | -100.0% | -0.04% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -1,900 | -100.0% | -0.04% | – |
| PKB | Exit | INVESCO EXCHANGE TRADED FD Tdynmc bldg con | $0 | – | -8,906 | -100.0% | -0.04% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -14,440 | -100.0% | -0.04% | – |
| CHPT | Exit | CHARGEPOINT HOLDINGS INC | $0 | – | -16,418 | -100.0% | -0.04% | – |
| TM | Exit | TOYOTA MOTOR CORP | $0 | – | -2,811 | -100.0% | -0.04% | – |
| CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -5,600 | -100.0% | -0.04% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,275 | -100.0% | -0.04% | – |
| HTH | Exit | HILLTOP HOLDINGS INC | $0 | – | -13,330 | -100.0% | -0.04% | – |
| HUBB | Exit | HUBBELL INC | $0 | – | -2,450 | -100.0% | -0.04% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -10,000 | -100.0% | -0.04% | – |
| CMC | Exit | COMMERCIAL METALS CO | $0 | – | -15,201 | -100.0% | -0.05% | – |
| GBT | Exit | GLOBAL BLOOD THERAPEUTICS IN | $0 | – | -11,500 | -100.0% | -0.05% | – |
| JJSF | Exit | J & J SNACK FOODS CORP | $0 | – | -3,000 | -100.0% | -0.05% | – |
| NEP | Exit | NEXTERA ENERGY PARTNERS LP | $0 | – | -6,485 | -100.0% | -0.05% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -8,500 | -100.0% | -0.05% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -9,317 | -100.0% | -0.05% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -4,700 | -100.0% | -0.05% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -9,320 | -100.0% | -0.05% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -721 | -100.0% | -0.05% | – |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -10,853 | -100.0% | -0.05% | – |
| PRF | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $0 | – | -3,581 | -100.0% | -0.05% | – |
| PSQ | Exit | PROSHARES TRshort qqq new | $0 | – | -39,500 | -100.0% | -0.05% | – |
| BKK | Exit | BLACKROCK HEALTH SCIENCS TR | $0 | – | -20,900 | -100.0% | -0.05% | – |
| PHB | Exit | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $0 | – | -28,775 | -100.0% | -0.05% | – |
| K | Exit | KELLOGG CO | $0 | – | -8,775 | -100.0% | -0.05% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -33,958 | -100.0% | -0.06% | – |
| CSX | Exit | CSX CORP | $0 | – | -6,000 | -100.0% | -0.06% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -24,428 | -100.0% | -0.06% | – |
| HIPS | Exit | GRANITESHARES ETF TRhips us high inc | $0 | – | -40,000 | -100.0% | -0.06% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -31,597 | -100.0% | -0.06% | – |
| HYS | Exit | PIMCO ETF TR0-5 high yield | $0 | – | -5,900 | -100.0% | -0.06% | – |
| BSCP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -26,950 | -100.0% | -0.06% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -7,200 | -100.0% | -0.06% | – |
| RWX | Exit | SPDR INDEX SHS FDSdj intl rl etf | $0 | – | -18,000 | -100.0% | -0.06% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -20,059 | -100.0% | -0.06% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -3,026 | -100.0% | -0.06% | – |
| CTXS | Exit | CITRIX SYS INC | $0 | – | -4,546 | -100.0% | -0.06% | – |
| ACC | Exit | AMERICAN CAMPUS CMNTYS INC | $0 | – | -14,700 | -100.0% | -0.06% | – |
| JNK | Exit | SPDR SER TRbloomberg brclys | $0 | – | -5,897 | -100.0% | -0.06% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -8,535 | -100.0% | -0.06% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -8,067 | -100.0% | -0.06% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -900 | -100.0% | -0.07% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -30,700 | -100.0% | -0.07% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -17,118 | -100.0% | -0.07% | – |
| DES | Exit | WISDOMTREE TRus smallcap divd | $0 | – | -22,390 | -100.0% | -0.07% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -1,998 | -100.0% | -0.07% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -3,173 | -100.0% | -0.07% | – |
| MGM | Exit | MGM RESORTS INTERNATIONAL | $0 | – | -19,400 | -100.0% | -0.07% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -14,400 | -100.0% | -0.07% | – |
| AGNC | Exit | AGNC INVT CORP | $0 | – | -44,000 | -100.0% | -0.07% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -34,450 | -100.0% | -0.07% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -4,690 | -100.0% | -0.07% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -22,591 | -100.0% | -0.08% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -13,840 | -100.0% | -0.08% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -35,200 | -100.0% | -0.08% | – |
| DRW | Exit | WISDOMTREE TRglb ex us rl est | $0 | – | -28,937 | -100.0% | -0.08% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -3,836 | -100.0% | -0.08% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -6,128 | -100.0% | -0.08% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -22,031 | -100.0% | -0.08% | – |
| TMUS | Exit | T-MOBILE US INC | $0 | – | -6,491 | -100.0% | -0.08% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -9,600 | -100.0% | -0.08% | – |
| HYLS | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $0 | – | -16,654 | -100.0% | -0.08% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -11,744 | -100.0% | -0.08% | – |
| BST | Exit | BLACKROCK SCIENCE & TECHNOLO | $0 | – | -15,500 | -100.0% | -0.08% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -6,101 | -100.0% | -0.08% | – |
| BANF | Exit | BANCFIRST CORP | $0 | – | -12,000 | -100.0% | -0.08% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -4,640 | -100.0% | -0.08% | – |
| ITB | Exit | ISHARES TRus home cons etf | $0 | – | -12,590 | -100.0% | -0.08% | – |
| IFGL | Exit | ISHARES TRintl dev re etf | $0 | – | -31,450 | -100.0% | -0.08% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -10,506 | -100.0% | -0.09% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -5,291 | -100.0% | -0.09% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -26,100 | -100.0% | -0.09% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -8,634 | -100.0% | -0.09% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -15,795 | -100.0% | -0.09% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -2,644 | -100.0% | -0.09% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -19,300 | -100.0% | -0.09% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -5,367 | -100.0% | -0.09% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -8,076 | -100.0% | -0.09% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,450 | -100.0% | -0.09% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -12,746 | -100.0% | -0.10% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -13,750 | -100.0% | -0.10% | – |
| YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -16,793 | -100.0% | -0.10% | – |
| DE | Exit | DEERE & CO | $0 | – | -2,800 | -100.0% | -0.10% | – |
| SGDJ | Exit | SPROTT ETF TRUSTjr gold miners e | $0 | – | -26,210 | -100.0% | -0.10% | – |
| DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -26,765 | -100.0% | -0.11% | – |
| MLPA | Exit | GLOBAL X FDSglbl x mlp etf | $0 | – | -32,923 | -100.0% | -0.11% | – |
| SRPT | Exit | SAREPTA THERAPEUTICS INC | $0 | – | -14,770 | -100.0% | -0.11% | – |
| SOXX | Exit | ISHARES TRphlx semicnd etf | $0 | – | -2,610 | -100.0% | -0.11% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -7,691 | -100.0% | -0.11% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -9,797 | -100.0% | -0.11% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -20,909 | -100.0% | -0.11% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -20,950 | -100.0% | -0.11% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -18,795 | -100.0% | -0.12% | – |
| PHO | Exit | INVESCO EXCHANGE TRADED FD Twater res etf | $0 | – | -25,282 | -100.0% | -0.12% | – |
| EES | Exit | WISDOMTREE TRus smallcap fund | $0 | – | -27,256 | -100.0% | -0.13% | – |
| RACE | Exit | FERRARI N V | $0 | – | -6,217 | -100.0% | -0.13% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -33,019 | -100.0% | -0.13% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -15,461 | -100.0% | -0.13% | – |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -24,531 | -100.0% | -0.13% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -3,827 | -100.0% | -0.13% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -8,788 | -100.0% | -0.14% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -22,832 | -100.0% | -0.14% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -6,717 | -100.0% | -0.15% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -30,325 | -100.0% | -0.15% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -7,067 | -100.0% | -0.15% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -6,564 | -100.0% | -0.16% | – |
| EOG | Exit | EOG RES INC | $0 | – | -22,150 | -100.0% | -0.16% | – |
| XLRN | Exit | ACCELERON PHARMA INC | $0 | – | -11,950 | -100.0% | -0.16% | – |
| SBIO | Exit | ALPS ETF TRmed breakthgh | $0 | – | -32,636 | -100.0% | -0.16% | – |
| FFIN | Exit | FIRST FINL BANKSHARES | $0 | – | -35,404 | -100.0% | -0.16% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -9,000 | -100.0% | -0.16% | – |
| BXP | Exit | BOSTON PROPERTIES INC | $0 | – | -16,933 | -100.0% | -0.17% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -51,500 | -100.0% | -0.18% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -16,991 | -100.0% | -0.18% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -29,450 | -100.0% | -0.18% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -26,579 | -100.0% | -0.20% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -5,802 | -100.0% | -0.20% | – |
| LIN | Exit | LINDE PLC | $0 | – | -7,463 | -100.0% | -0.20% | – |
| DOW | Exit | DOW INC | $0 | – | -32,930 | -100.0% | -0.20% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -10,804 | -100.0% | -0.21% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -1,526 | -100.0% | -0.21% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -79,853 | -100.0% | -0.21% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -57,856 | -100.0% | -0.22% | – |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -8,265 | -100.0% | -0.22% | – |
| JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -45,167 | -100.0% | -0.22% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -16,647 | -100.0% | -0.23% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -31,341 | -100.0% | -0.23% | – |
| BX | Exit | BLACKSTONE GROUP INC | $0 | – | -32,298 | -100.0% | -0.24% | – |
| SPLK | Exit | SPLUNK INC | $0 | – | -18,105 | -100.0% | -0.24% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -48,135 | -100.0% | -0.24% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -18,800 | -100.0% | -0.25% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -20,409 | -100.0% | -0.25% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -46,100 | -100.0% | -0.25% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -35,124 | -100.0% | -0.26% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -49,893 | -100.0% | -0.26% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -24,044 | -100.0% | -0.27% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -37,303 | -100.0% | -0.28% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -11,116 | -100.0% | -0.28% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -48,567 | -100.0% | -0.28% | – |
| ET | Exit | ENERGY TRANSFER LP | $0 | – | -369,197 | -100.0% | -0.28% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -56,439 | -100.0% | -0.28% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -9,125 | -100.0% | -0.29% | – |
| ACAD | Exit | ACADIA PHARMACEUTICALS INC | $0 | – | -115,820 | -100.0% | -0.29% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -41,238 | -100.0% | -0.29% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -22,100 | -100.0% | -0.30% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -14,676 | -100.0% | -0.31% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -14,353 | -100.0% | -0.31% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -18,114 | -100.0% | -0.32% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -79,429 | -100.0% | -0.34% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -34,175 | -100.0% | -0.36% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -30,953 | -100.0% | -0.36% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -66,852 | -100.0% | -0.37% | – |
| GDX | Exit | VANECK VECTORS ETF TRgold miners etf | $0 | – | -121,242 | -100.0% | -0.38% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -17,068 | -100.0% | -0.40% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -28,171 | -100.0% | -0.41% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -70,793 | -100.0% | -0.42% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -31,272 | -100.0% | -0.43% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -51,964 | -100.0% | -0.44% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -210,416 | -100.0% | -0.45% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -63,476 | -100.0% | -0.46% | – |
| C | Exit | CITIGROUP INC | $0 | – | -67,854 | -100.0% | -0.48% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -18,059 | -100.0% | -0.50% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -29,677 | -100.0% | -0.55% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -30,753 | -100.0% | -0.57% | – |
| RTN | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -76,459 | -100.0% | -0.58% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -16,610 | -100.0% | -0.58% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -33,127 | -100.0% | -0.60% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -71,374 | -100.0% | -0.62% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -25,502 | -100.0% | -0.67% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -22,572 | -100.0% | -0.67% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -32,640 | -100.0% | -0.68% | – |
| KO | Exit | COCA COLA CO | $0 | – | -161,746 | -100.0% | -0.83% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -38,645 | -100.0% | -0.87% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -37,611 | -100.0% | -0.97% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -23,772 | -100.0% | -1.06% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -288,502 | -100.0% | -1.09% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -41,032 | -100.0% | -1.16% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -83,337 | -100.0% | -1.34% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -73,440 | -100.0% | -1.56% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -36,986 | -100.0% | -1.71% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -371,015 | -100.0% | -2.21% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 18 | Q1 2022 | 7.0% |
| NVIDIA CORPORATION | 18 | Q1 2022 | 11.6% |
| AMAZON COM INC | 18 | Q1 2022 | 6.4% |
| VISA INC | 18 | Q1 2022 | 3.3% |
| JPMORGAN CHASE & CO | 18 | Q1 2022 | 2.8% |
| ADVANCED MICRO DEVICES INC | 18 | Q1 2022 | 6.2% |
| AMGEN INC | 18 | Q1 2022 | 2.7% |
| MICROSOFT CORP | 18 | Q1 2022 | 2.8% |
| BOEING CO | 18 | Q1 2022 | 2.4% |
| UNITEDHEALTH GROUP INC | 18 | Q1 2022 | 2.1% |
View Wealthstreet Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-18 |
| 13F-HR | 2021-11-02 |
| 13F-HR | 2021-08-02 |
| 13F-HR | 2021-04-30 |
| 13F-HR | 2021-01-20 |
| 13F-HR | 2020-10-28 |
| 13F-HR | 2020-08-10 |
| 13F-HR | 2020-05-01 |
| 13F-HR | 2020-01-22 |
View Wealthstreet Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.