$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TRmsci usa mmentm | $1,349,000 | +7.8% | 7,779 | 0.0% | 6.99% | +5632.0% |
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.