13F Filings History of Wealthstreet Investment Advisors, LLC

Latest 13F report
Q1 2022 - 25 Apr 2022
Value $
$3,712,000
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 $3,712,000 as of Q1 2022. Top holdings included NVDA, AMZN, AMD, INTC, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2022 71 $3,712,000 +$37,453 -$36,113 +$1,340 NVDA, AMZN, AMD, INTC, AAPL 13F-HR 25 Apr 2022, 14:06
Q4 2021 71 $4,053,000 +$30,724 -$24,615 +$6,109 NVDA, AMD, AMZN, INTC, AAPL 13F-HR 18 Jan 2022, 12:50
Q3 2021 70 $3,622,000 +$60,000 -$13,960,595 -$13,900,595 NVDA, AMZN, INTC, AMD, GOOGL 13F-HR 02 Nov 2021, 11:44
Q2 2021 94 $19,291,000 +$379,000 -$1,052,499,462 -$1,052,120,462 NVDA, MTUM, VFC, VTI, AAPL 13F-HR 02 Aug 2021, 09:49
Q1 2021 360 $1,025,254,000 +$21,126,819 -$24,782,345 -$3,655,526 AAPL, MSFT, V, JPM, NVDA 13F-HR 30 Apr 2021, 11:13
Q4 2020 351 $988,848,000 +$58,490,821 -$36,704,040 +$21,786,781 AAPL, V, MSFT, AMZN, NVDA 13F-HR 20 Jan 2021, 13:32
Q3 2020 338 $875,723,000 +$86,143,366 -$46,331,542 +$39,811,824 AAPL, V, NVDA, MSFT, AMGN 13F-HR 28 Oct 2020, 11:50
Q2 2020 329 $816,358,000 +$38,306,641 -$27,476,432 +$10,830,209 AAPL, V, REGN, MSFT, AMGN 13F-HR 10 Aug 2020, 10:00
Q1 2020 306 $676,662,000 +$17,790,405 -$35,080,443 -$17,290,038 AAPL, V, REGN, AMGN, MSFT 13F-HR 01 May 2020, 13:04
Q4 2019 350 $857,094,000 +$44,343,492 -$26,305,351 +$18,038,141 AAPL, V, JPM, AMGN, LUV 13F-HR 22 Jan 2020, 11:09
Q3 2019 336 $781,217,000 +$20,837,753 -$43,467,211 -$22,629,458 AAPL, V, LUV, JPM, AMGN 13F-HR 31 Oct 2019, 10:43
Q2 2019 339 $773,280,000 +$21,411,312 -$23,952,288 -$2,540,976 AAPL, V, LUV, JPM, CELG 13F-HR 16 Jul 2019, 16:49
Q1 2019 342 $758,277,000 +$32,021,889 -$17,965,465 +$14,056,424 AAPL, V, LUV, CELG, REGN 13F-HR 01 May 2019, 10:12
Q4 2018 331 $662,705,000 +$36,883,962 -$68,745,401 -$31,861,439 LUV, AAPL, V, JPM, AMGN 13F-HR 29 Jan 2019, 12:31
Q3 2018 342 $810,642,000 +$10,840,889 -$15,538,389 -$4,697,500 AAPL, LUV, V, CELG, AMGN 13F-HR 31 Oct 2018, 13:20
Q2 2018 344 $756,221,000 +$30,295,333 -$77,014,837 -$46,719,504 AAPL, LUV, V, JPM, CELG 13F-HR 27 Jul 2018, 14:55
Q1 2018 340 $797,506,000 +$21,111,131 -$20,458,777 +$652,354 LUV, AAPL, CELG, JPM, AMGN 13F-HR 01 May 2018, 17:14
Q4 2017 333 $826,152,000 $0 $0 $0 LUV, AAPL, CELG, JPM, AMGN 13F-HR 07 Feb 2018, 17:03