Wealthstreet Investment Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2022, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2022-03-31, active share 71.5%; sector active share 35.9% against the combined 13F book's sector weights.
Over time 9 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
71 tracked positions · as of Mar 31, 2022 · Δ vs Dec 31, 2021Portfolio Trend
Sector Breakdown
As of Mar 31, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.8% | $1,592,203 |
| Unclassified | 23.4% | $867,971 |
| Consumer Cyclical | 16.4% | $608,372 |
| Communication Services | 7.7% | $286,329 |
| Industrials | 3.4% | $127,869 |
| Healthcare | 2.0% | $74,706 |
| Consumer Defensive | 1.9% | $71,372 |
| Financial Services | 1.2% | $44,642 |
| Energy | 0.7% | $24,424 |
| Utilities | 0.3% | $10,528 |
| Real Estate | 0.2% | $8,307 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | +196 | 1,946 | $212,775 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | 131 | $14,286 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Held | 1,580 | $431,118 | 11.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 70 | $228,196 | 6.14% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,946 | $212,775 | 5.72% | |
| INTC |
Intel Corp
Technology
|
Held | 4,000 | $198,240 | 5.33% | |
| AAPL |
Apple Inc.
Technology
|
Held | 980 | $171,117 | 4.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 60 | $166,881 | 4.49% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,160 | $150,823 | 4.06% | |
| SMH |
VanEck Semiconductor ETF
|
Held | 520 | $140,290 | 3.77% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 385 | $139,577 | 3.76% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Held | 1,700 | $121,907 | 3.28% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Held | 867 | $116,663 | 3.14% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Held | 332 | $95,483 | 2.57% | |
|
|
Held | 700 | $91,210 | 2.45% | ||
| BA |
Boeing Co
Industrials
|
Held | 400 | $76,600 | 2.06% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Held | 660 | $71,808 | 1.93% | |
| LVS |
Las Vegas Sands Corp
Consumer Cyclical
|
Held | 1,700 | $66,079 | 1.78% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 2,750 | $64,982 | 1.75% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 100 | $62,251 | 1.67% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 290 | $61,572 | 1.66% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Held | 415 | $61,328 | 1.65% | |
| GMF |
State Street(R) SPDR(R) S&P(R) Emerging Asia Pacific ETF
|
Held | 500 | $54,930 | 1.48% | |
| EPI |
WisdomTree India Earnings Fund
|
Held | 1,500 | $54,015 | 1.45% | |
| QCOM |
Qualcomm Inc
Technology
|
Held | 350 | $53,487 | 1.44% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 158 | $48,712 | 1.31% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Held | 160 | $44,420 | 1.20% | |
| FXI |
iShares China Large-Cap ETF
|
Reduced | 1,200 | $38,364 | 1.03% | |
| LQD |
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
Held | 300 | $36,282 | 0.98% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 626 | $34,905 | 0.94% | |
| TGT |
Target Corp
Consumer Defensive
|
Held | 158 | $33,530 | 0.90% | |
| VFC |
V F Corp
Consumer Cyclical
|
Held | 550 | $31,273 | 0.84% | |
| MU |
Micron Technology Inc
Technology
|
Held | 400 | $31,156 | 0.84% | |
| IHF |
iShares U.S. Healthcare Providers ETF
|
Held | 100 | $28,289 | 0.76% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 200 | $27,432 | 0.74% | |
| RTX |
RTX Corp
Industrials
|
Held | 250 | $24,767 | 0.67% | |
| CVX |
Chevron Corp
Energy
|
Held | 150 | $24,424 | 0.66% | |
| SPEM |
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
Held | 600 | $23,184 | 0.62% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
Held | 150 | $23,061 | 0.62% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Held | 100 | $23,032 | 0.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 166 | $22,629 | 0.61% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Held | 191 | $20,456 | 0.55% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
Held | 100 | $19,567 | 0.53% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 79 | $19,535 | 0.53% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 1,000 | $16,910 | 0.45% | |
| CI |
Cigna Group
Healthcare
|
Held | 70 | $16,772 | 0.45% | |
| WYNN |
Wynn Resorts Ltd
Consumer Cyclical
|
NEW | 200 | $15,948 | 0.43% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Held | 81 | $15,275 | 0.41% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Held | 300 | $14,409 | 0.39% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 28 | $14,279 | 0.38% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 150 | $13,645 | 0.37% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 48 | $13,114 | 0.35% |
Showing the top 50 of 71 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.