Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealthstreet Investment Advisors, LLC (CIK 1730466) reported $3.7M across 71 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: NVDA ($431,000, 11.60%), AMZN ($228,000, 6.14%), AMD ($213,000, 5.74%), INTC ($198,000, 5.33%), AAPL ($171,000, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $431,000 | 11.60% | 1,580 | Hold |
| 2 | AMZN | AMAZON COM INC | $228,000 | 6.14% | 70 | Hold |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $213,000 | 5.74% | 1,946 | Added |
| 4 | INTC | INTEL CORP | $198,000 | 5.33% | 4,000 | Hold |
| 5 | AAPL | APPLE INC | $171,000 | 4.60% | 980 | Hold |
| 6 | GOOGL | ALPHABET INC | $167,000 | 4.50% | 60 | Hold |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | $151,000 | 4.07% | 1,160 | Hold |
| 8 | SMH | VANECK ETF TRUST | $140,000 | 3.77% | 520 | Hold |
| 9 | QQQ | INVESCO QQQ TR | $140,000 | 3.77% | 385 | Hold |
| 10 | MRVL | MARVELL TECHNOLOGY INC | $122,000 | 3.28% | 1,700 | Hold |
| 11 | NKE | NIKE INC | $117,000 | 3.15% | 867 | Hold |
| 12 | VUG | VANGUARD INDEX FDS | $95,000 | 2.56% | 332 | Hold |
| 13 | IBB | ISHARES TR | $91,000 | 2.45% | 700 | Hold |
| 14 | BA | BOEING CO | $77,000 | 2.07% | 400 | Hold |
| 15 | BABA | ALIBABA GROUP HLDG LTD | $72,000 | 1.94% | 660 | Hold |
| 16 | LVS | LAS VEGAS SANDS CORP | $66,000 | 1.78% | 1,700 | Hold |
| 17 | T | AT&T INC | $65,000 | 1.75% | 2,750 | Trimmed |
| 18 | PANW | PALO ALTO NETWORKS INC | $62,000 | 1.67% | 100 | Hold |
| 19 | CRM | SALESFORCE COM INC | $62,000 | 1.67% | 290 | Hold |
| 20 | VTV | VANGUARD INDEX FDS | $61,000 | 1.64% | 415 | Hold |
| 21 | GMF | SPDR INDEX SHS FDS | $55,000 | 1.48% | 500 | Hold |
| 22 | EPI | WISDOMTREE TR | $54,000 | 1.45% | 1,500 | Hold |
| 23 | QCOM | QUALCOMM INC | $53,000 | 1.43% | 350 | Hold |
| 24 | MSFT | MICROSOFT CORP | $49,000 | 1.32% | 158 | Hold |
| 25 | IWF | ISHARES TR | $44,000 | 1.18% | 160 | Hold |
Source: SEC Form 13F filings · as of 2022-03-31