Wealthstreet Investment Advisors, LLC

13F Filings History

Latest 13F report
Q1 2022 - Apr 25, 2022
Value $
$3.71M
Signature - Title
Lynette Heil - Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Wealthstreet Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealthstreet Investment Advisors, LLC reported 71 stock holdings with total value $3.71M as of Q1 2022. Top holdings included NVDA, AMZN, AMD, INTC, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2022 71 $3.71M +$37.5K -$36.1K +$1.34K NVDA, AMZN, AMD, INTC, AAPL 13F-HR 4/25/2022, 02:06 PM
Q4 2021 71 $4.05M +$30.7K -$24.6K +$6.11K NVDA, AMD, AMZN, INTC, GOOGL 13F-HR 1/18/2022, 12:50 PM
Q3 2021 70 $3.62M +$60K -$14M -$13.9M NVDA, AMZN, INTC, AMD, GOOGL 13F-HR 11/2/2021, 11:44 AM
Q2 2021 94 $19.3M +$379K -$1.05B -$1.05B NVDA, MTUM, VFC, VTI, AAPL 13F-HR 8/2/2021, 09:49 AM
Q1 2021 360 $1.03B +$21.1M -$24.8M -$3.66M AAPL, MSFT, V, JPM, NVDA 13F-HR 4/30/2021, 11:13 AM
Q4 2020 351 $989M +$58.5M -$36.7M +$21.8M AAPL, V, MSFT, AMZN, NVDA 13F-HR 1/20/2021, 01:32 PM
Q3 2020 338 $876M +$86.1M -$46.3M +$39.8M AAPL, V, NVDA, MSFT, AMGN 13F-HR 10/28/2020, 11:50 AM
Q2 2020 329 $816M +$38.3M -$27.5M +$10.8M AAPL, V, REGN, MSFT, AMGN 13F-HR 8/10/2020, 10:00 AM
Q1 2020 306 $677M +$17.8M -$35.1M -$17.3M AAPL, V, REGN, AMGN, MSFT 13F-HR 5/1/2020, 01:04 PM
Q4 2019 350 $857M +$44.3M -$26.3M +$18M AAPL, V, JPM, AMGN, LUV 13F-HR 1/22/2020, 11:09 AM
Q3 2019 336 $781M +$20.8M -$43.5M -$22.6M AAPL, V, LUV, JPM, AMGN 13F-HR 10/31/2019, 10:43 AM
Q2 2019 339 $773M +$21.4M -$24M -$2.54M AAPL, V, LUV, JPM, CELG 13F-HR 7/16/2019, 04:49 PM
Q1 2019 342 $758M +$32M -$18M +$14.1M AAPL, V, LUV, CELG, REGN 13F-HR 5/1/2019, 10:12 AM
Q4 2018 331 $663M +$36.9M -$68.7M -$31.9M LUV, AAPL, V, JPM, AMGN 13F-HR 1/29/2019, 12:31 PM
Q3 2018 342 $811M +$10.8M -$15.5M -$4.7M AAPL, LUV, V, CELG, AMGN 13F-HR 10/31/2018, 01:20 PM
Q2 2018 344 $756M +$30.3M -$77M -$46.7M AAPL, LUV, V, JPM, CELG 13F-HR 7/27/2018, 02:55 PM
Q1 2018 340 $798M +$21.1M -$20.5M +$652K LUV, AAPL, CELG, JPM, AMGN 13F-HR 5/1/2018, 05:14 PM
Q4 2017 333 $826M $0 $0 LUV, AAPL, CELG, JPM, AMGN 13F-HR 2/7/2018, 05:03 PM