| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | KYNDRYL HLDGS INC | $0 | – | -166 | -100.0% | -0.05% | – | |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -38 | -100.0% | -0.05% | – |
| MMM | Exit | 3M CO | $0 | – | -13 | -100.0% | -0.05% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -52 | -100.0% | -0.05% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -78 | -100.0% | -0.11% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -17 | -100.0% | -0.11% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -38 | -100.0% | -0.11% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -63 | -100.0% | -0.16% | – |
| PFE | Exit | PFIZER INC | $0 | – | -113 | -100.0% | -0.16% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -91 | -100.0% | -0.19% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -44 | -100.0% | -0.19% | – |
| WMT | Exit | WALMART INC | $0 | – | -50 | -100.0% | -0.19% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -45 | -100.0% | -0.22% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -200 | -100.0% | -0.24% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -49 | -100.0% | -0.27% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -22 | -100.0% | -0.27% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -150 | -100.0% | -0.30% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -50 | -100.0% | -0.32% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -19 | -100.0% | -0.32% | – |
| V | Exit | VISA INC | $0 | – | -52 | -100.0% | -0.32% | – |
| PPA | Exit | INVESCO EXCHANGE TRADED FD Taerospace defn | $0 | – | -150 | -100.0% | -0.32% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -48 | -100.0% | -0.35% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -150 | -100.0% | -0.38% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -28 | -100.0% | -0.38% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -300 | -100.0% | -0.38% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -81 | -100.0% | -0.40% | – |
| WYNN | Exit | WYNN RESORTS LTD | $0 | – | -200 | -100.0% | -0.43% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -70 | -100.0% | -0.46% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -1,000 | -100.0% | -0.46% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -100 | -100.0% | -0.54% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -79 | -100.0% | -0.54% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -191 | -100.0% | -0.54% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -166 | -100.0% | -0.62% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -100 | -100.0% | -0.62% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -150 | -100.0% | -0.62% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -600 | -100.0% | -0.62% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -150 | -100.0% | -0.65% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -250 | -100.0% | -0.67% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -200 | -100.0% | -0.73% | – |
| IHF | Exit | ISHARES TRus hlthcr pr etf | $0 | – | -100 | -100.0% | -0.75% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -400 | -100.0% | -0.84% | – |
| VFC | Exit | V F CORP | $0 | – | -550 | -100.0% | -0.84% | – |
| TGT | Exit | TARGET CORP | $0 | – | -158 | -100.0% | -0.92% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -626 | -100.0% | -0.94% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -300 | -100.0% | -0.97% | – |
| FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -1,200 | -100.0% | -1.02% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -160 | -100.0% | -1.18% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -158 | -100.0% | -1.32% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -350 | -100.0% | -1.43% | – |
| EPI | Exit | WISDOMTREE TRindia erngs fd | $0 | – | -1,500 | -100.0% | -1.45% | – |
| GMF | Exit | SPDR INDEX SHS FDSasia pacif etf | $0 | – | -500 | -100.0% | -1.48% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -415 | -100.0% | -1.64% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -290 | -100.0% | -1.67% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -100 | -100.0% | -1.67% | – |
| T | Exit | AT&T INC | $0 | – | -2,750 | -100.0% | -1.75% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -1,700 | -100.0% | -1.78% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -660 | -100.0% | -1.94% | – |
| BA | Exit | BOEING CO | $0 | – | -400 | -100.0% | -2.07% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -700 | -100.0% | -2.45% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -332 | -100.0% | -2.56% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -867 | -100.0% | -3.15% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -1,700 | -100.0% | -3.28% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -385 | -100.0% | -3.77% | – |
| SMH | Exit | VANECK ETF TRUSTsemiconductr etf | $0 | – | -520 | -100.0% | -3.77% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,160 | -100.0% | -4.07% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -60 | -100.0% | -4.50% | – |
| AAPL | Exit | APPLE INC | $0 | – | -980 | -100.0% | -4.60% | – |
| INTC | Exit | INTEL CORP | $0 | – | -4,000 | -100.0% | -5.33% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -1,946 | -100.0% | -5.74% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -70 | -100.0% | -6.14% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,580 | -100.0% | -11.60% | – |
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.