• 13F History

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 70 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 70 $3.71M +$37.5K -$22.1K +$15.3K 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, AAPL 13F-HR 1/18/2022, 11:50 AM
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 358 $1.03B +$21.1M -$24.7M -$3.62M AAPL, MSFT, V, JPM, NVDA 13F-HR 4/30/2021, 11:13 AM
Q4 2020 349 $988M +$58.5M -$20.8M +$37.7M AAPL, V, MSFT, AMZN, NVDA 13F-HR 1/20/2021, 12:32 PM
Q3 2020 331 $872M +$84.5M -$11.1M +$73.4M AAPL, V, NVDA, MSFT, AMGN 13F-HR 10/28/2020, 11:50 AM
Q2 2020 322 $811M +$34.1M -$19.1M +$15.1M AAPL, V, REGN, MSFT, AMGN 13F-HR 8/10/2020, 10:00 AM
Q1 2020 303 $676M +$17.7M -$19.5M -$1.72M AAPL, V, REGN, AMGN, MSFT 13F-HR 5/1/2020, 01:04 PM
Q4 2019 350 $857M +$44.3M -$9.39M +$35M AAPL, V, JPM, AMGN, LUV 13F-HR 1/22/2020, 10:09 AM
Q3 2019 332 $762M +$20.8M -$34.9M -$14.1M AAPL, V, LUV, JPM, MSFT 13F-HR 10/31/2019, 10:43 AM
Q2 2019 339 $773M +$21.4M -$11.9M +$9.52M AAPL, V, LUV, JPM, CELG 13F-HR 7/16/2019, 04:49 PM
Q1 2019 341 $758M +$21.5M -$16.8M +$4.69M AAPL, V, LUV, CELG, REGN 13F-HR 5/1/2019, 10:12 AM
Q4 2018 306 $639M +$36.8M -$39M -$2.15M AAPL, V, JPM, AMGN, REGN 13F-HR 1/29/2019, 11:31 AM
Q3 2018 342 $811M +$10.8M -$13M -$2.19M AAPL, LUV, V, CELG, AMGN 13F-HR 10/31/2018, 01:20 PM
Q2 2018 344 $756M +$30.3M -$55.8M -$25.5M AAPL, LUV, V, JPM, CELG 13F-HR 7/27/2018, 02:55 PM
Q1 2018 340 $798M +$21.1M -$17.1M +$3.98M LUV, AAPL, CELG, JPM, AMGN 13F-HR 5/1/2018, 05:14 PM
Q4 2017 333 $826M LUV, AAPL, CELG, JPM, AMGN 13F-HR 2/7/2018, 04:03 PM