Wealthstreet Investment Advisors, LLC

CIK

1730466

Location

Dallas, TX

Portfolio Value

Micro $2,141,172

Diversification

Diversified

Filing Date

Global Rank

#6,630 / 6,760 ▲ 5

Top Industry

Semiconductors 33.1%

3Y Alpha vs SPY

+12.3%

Period ended 4 years ago

Filed Apr 25, 2022 · 4y

9 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+136.7%

SPY

+76.5%

Annualised alpha

+12.4%

Max drawdown

−25.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

55 positions · as of Mar 31, 2022 · Δ vs Dec 31, 2021

Top Position

9.9%

−0.8 pts

Top 5

40.8%

+0.5 pts

Top 10

61.9%

−0.9 pts

HHI

490

Diversified−14

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2022

Sector	% Portfolio	Value	Positions
Technology	53.3%	$1,141,553	14
Consumer Cyclical	18.3%	$391,585	11
Unclassified	6.5%	$139,577	1
Industrials	6.0%	$127,552	6
Communication Services	5.2%	$111,890	5
Healthcare	3.5%	$74,706	7
Consumer Defensive	3.1%	$66,408	4
Financial Services	2.1%	$44,642	3
Energy	1.1%	$24,424	1
Utilities	0.5%	$10,528	2
Real Estate	0.4%	$8,307	1

Last Quarter's Activity

Export CSV

Mar 31, 2022 vs Dec 31, 2021

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
AMD	Advanced Micro Devices Inc	+196	1,946	$212,775
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−500	2,750	$49,080
KD	Kyndryl Holdings, Inc.	−66	166	$2,177
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
WYNN	Wynn Resorts Ltd	200	$15,948
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

55 positions · $2,141,172 total · as of Mar 31, 2022

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMD	Advanced Micro Devices Inc Technology	Added	1,946	+196	$212,775	−15.5%	9.94%
INTC	Intel Corp Technology	Held	4,000	0	$198,240	−3.8%	9.26%
AAPL	Apple Inc. Technology	Held	980	0	$171,117	−1.7%	7.99%
IBM	International Business Machines Corp Technology	Held	1,160	0	$150,823	−2.7%	7.04%
QQQ	Invesco Qqq Trust, Series 1	Held	385	0	$139,577	−8.9%	6.52%
MRVL	Marvell Technology, Inc. Technology	Held	1,700	0	$121,907	−18.0%	5.69%
NKE	NIKE, Inc. Consumer Cyclical	Held	867	0	$116,663	−19.3%	5.45%
BA	Boeing Co Industrials	Held	400	0	$76,600	−4.9%	3.58%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	660	0	$71,808	−8.4%	3.35%
LVS	Las Vegas Sands Corp Consumer Cyclical	Held	1,700	0	$66,079	+3.3%	3.09%
CRM	Salesforce, Inc. Technology	Held	290	0	$61,572	−16.5%	2.88%
QCOM	Qualcomm Inc/De Technology	Held	350	0	$53,487	−16.4%	2.50%
T	At&T Inc. Communication Services	Reduced	2,750	-500	$49,080	−18.7%	2.29%
MSFT	Microsoft Corp Technology	Held	158	0	$48,712	−8.3%	2.28%
NVDA	Nvidia Corp Technology	Held	1,580	0	$43,111	−7.2%	2.01%
CSCO	Cisco Systems, Inc. Technology	Held	626	0	$34,905	−12.0%	1.63%
TGT	Target Corp Consumer Defensive	Held	158	0	$33,530	−8.3%	1.57%
VFC	V F Corp Consumer Cyclical	Held	550	0	$31,273	−22.3%	1.46%
MU	Micron Technology Inc Technology	Held	400	0	$31,156	−16.4%	1.46%
DIS	Walt Disney Co Communication Services	Held	200	0	$27,432	−11.4%	1.28%
RTX	RTX Corp Industrials	Held	250	0	$24,767	+15.1%	1.16%
CVX	Chevron Corp Energy	Held	150	0	$24,424	+38.8%	1.14%
TTWO	Take Two Interactive Software Inc Communication Services	Held	150	0	$23,061	−13.5%	1.08%
STZ	Constellation Brands, Inc. Consumer Defensive	Held	100	0	$23,032	−8.2%	1.08%
JPM	Jpmorgan Chase & Co Financial Services	Held	166	0	$22,629	−13.9%	1.06%
EXPE	Expedia Group, Inc. Consumer Cyclical	Held	100	0	$19,567	+8.3%	0.91%
MCD	Mcdonalds Corp Consumer Cyclical	Held	79	0	$19,535	−7.8%	0.91%
F	Ford Motor Co Consumer Cyclical	Held	1,000	0	$16,910	−18.6%	0.79%
CI	Cigna Group Healthcare	Held	70	0	$16,772	+4.3%	0.78%
WYNN	Wynn Resorts Ltd Consumer Cyclical	NEW	200	NEW	$15,948	NEW	0.74%
ZTS	Zoetis Inc. Healthcare	Held	81	0	$15,275	−22.7%	0.71%
UNH	Unitedhealth Group Inc Healthcare	Held	28	0	$14,279	+1.6%	0.67%
SBUX	Starbucks Corp Consumer Cyclical	Held	150	0	$13,645	−22.2%	0.64%
UNP	Union Pacific Corp Industrials	Held	48	0	$13,114	+8.5%	0.61%
V	Visa Inc. Financial Services	Held	52	0	$11,532	+2.3%	0.54%
AMZN	Amazon Com Inc Consumer Cyclical	Held	70	0	$11,409	−2.2%	0.53%
BMY	Bristol Myers Squibb Co Healthcare	Held	150	0	$10,954	+17.1%	0.51%
CB	Chubb Ltd Financial Services	Held	49	0	$10,481	+10.7%	0.49%
PANW	Palo Alto Networks Inc Technology	Held	100	0	$10,375	+11.8%	0.48%
LMT	Lockheed Martin Corp Industrials	Held	22	0	$9,710	+24.2%	0.45%
GM	General Motors Co Consumer Cyclical	Held	200	0	$8,748	−25.4%	0.41%
GOOGL	Alphabet Inc. Communication Services	Held	60	0	$8,344	−4.0%	0.39%
CCI	Crown Castle Inc. Real Estate	Held	45	0	$8,307	−11.6%	0.39%
MRK	Merck & Co., Inc. Healthcare	Held	91	0	$7,466	+7.1%	0.35%
PEP	Pepsico Inc Consumer Defensive	Held	44	0	$7,364	−3.7%	0.34%
AEP	American Electric Power Co Inc Utilities	Held	63	0	$6,285	+12.1%	0.29%
PFE	Pfizer Inc Healthcare	Held	113	0	$5,850	−12.3%	0.27%
DUK	Duke Energy CORP Utilities	Held	38	0	$4,243	+6.4%	0.20%
AMGN	Amgen Inc Healthcare	Held	17	0	$4,110	+7.5%	0.19%
VZ	Verizon Communications Inc Communication Services	Held	78	0	$3,973	−1.9%	0.19%