$4.05 Million is the total value of Wealthstreet Investment Advisors, LLC's 71 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $155,000 | +16.5% | 1,160 | +20.8% | 3.82% | +4.1% |
New | KYNDRYL HLDGS INC | $4,000 | – | 232 | +100.0% | 0.10% | – |
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 2022-01-18
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.