Wealthstream Advisors, Inc. Incresed Positions in Q3 2025

Wealthstream Advisors, Inc.

  • $625 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
120K
+ 2.42%
$36.04 - $38.78 $4.32M - $4.65M
5.08M $196M
DFIC
Dimensional ETF Tr Dimensional

ETFs
40.3K
+ 1.26%
$30.76 - $33.01 $1.24M - $1.33M
3.24M $106M
DUHP
Dimensional ETF Tr Dimensional

ETFs
40.3K
+ 3.8%
$35.76 - $37.93 $1.44M - $1.53M
1.1M $41.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10.2K
+ 0.69%
$29.55 - $32.52 $302K - $332K
1.49M $47.7M
NVDA
Nvidia Corp

Technology
2.51K
+ 8.62%
$153.3 - $186.58 $384K - $467K
31.6K $5.89M
AAPL
Apple Inc.

Technology
795
+ 4.29%
$202.38 - $256.87 $161K - $204K
19.3K $4.92M
TILT
Flexshares Tr

ETFs
3.02K
+ 14.8%
$224.75 - $242.86 $679K - $734K
23.4K $5.68M
GOOGL
Alphabet Inc.

Communication Services
326
+ 2.55%
$174.36 - $254.72 $56.8K - $83K
13.1K $3.19M
GOOG
Alphabet Inc.

Communication Services
469
+ 4.53%
$175.16 - $255.24 $82.2K - $120K
10.8K $2.64M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
677
+ 11.45%
$224.68 - $282.71 $152K - $191K
6.59K $1.84M
VTI
Vanguard Total Stock Market Et

ETFs
8
+ 0.04%
$303.93 - $329.86 $2.43K - $2.64K
19.3K $6.32M
MSFT
Microsoft Corp

Technology
322
+ 2.34%
$491.09 - $535.64 $158K - $172K
14.1K $7.3M
AVSU
American Centy ETF Tr Avantis

ETFs
3.05K
+ 7.92%
$68.72 - $74.09 $209K - $226K
41.5K $3.05M
ORCL
Oracle Corp

Technology
721
+ 25.63%
$218.96 - $328.33 $158K - $237K
3.53K $993K
AVDE
American Centy ETF Tr Avantis

ETFs
3.21K
+ 13.19%
$73.24 - $79.04 $235K - $254K
27.5K $2.17M
AVEM
American Centy ETF Tr Avantis

ETFs
1.4K
+ 7.24%
$68.33 - $75.41 $95.9K - $106K
20.8K $1.56M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.04K
+ 15.15%
$23.82 - $25.84 $144K - $156K
45.9K $1.18M
AMZN
Amazon Com Inc

Consumer Cyclical
982
+ 6.77%
$211.65 - $238.24 $208K - $234K
15.5K $3.4M
GE
General Electric CO

Industrials
28
+ 0.58%
$244.75 - $305.63 $6.85K - $8.56K
4.83K $1.45M
JPM
Jpmorgan Chase & CO

Financial Services
233
+ 5.27%
$282.78 - $316.06 $65.9K - $73.6K
4.66K $1.47M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
326
+ 18.26%
$103.83 - $179.9 $33.8K - $58.6K
2.11K $377K
JNJ
Johnson & Johnson

Healthcare
465
+ 22.13%
$155.17 - $185.42 $72.2K - $86.2K
2.57K $475K
GS
Goldman Sachs Group Inc

Financial Services
20
+ 1.33%
$696.56 - $806.32 $13.9K - $16.1K
1.52K $1.21M
PLTR
Palantir Technologies Inc.

Technology
177
+ 7.54%
$130.68 - $186.97 $23.1K - $33.1K
2.52K $460K
ASML
Asml Holding Nv

Technology
56
+ 11.74%
$689.63 - $968.09 $38.6K - $54.2K
533 $515K
LLY
Eli Lilly & CO

Healthcare
202
+ 12.83%
$625.65 - $812.69 $126K - $164K
1.78K $1.36M
META
Meta Platforms, Inc.

Communication Services
193
+ 5.39%
$695.21 - $791.73 $134K - $153K
3.77K $2.77M
SAN
Banco Santander, S.A.

Financial Services
4.64K
+ 14.04%
$8.27 - $10.48 $38.4K - $48.6K
37.7K $395K
LPL
Lg Display Co., Ltd.

Technology
12.2K
+ 42.9%
$3.31 - $5.23 $40.3K - $63.6K
40.5K $211K
HD
Home Depot, Inc.

Consumer Cyclical
80
+ 3.88%
$357.4 - $423.42 $28.6K - $33.9K
2.14K $867K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
130
+ 5.0%
$459.11 - $506.91 $59.7K - $65.9K
2.73K $1.37M
ABBV
Abb Vie Inc.

Healthcare
70
+ 3.44%
$184.85 - $231.54 $12.9K - $16.2K
2.11K $487K
EME
Emcor Group, Inc.

Industrials
23
+ 3.19%
$530.88 - $655.83 $12.2K - $15.1K
744 $483K
UNH
Unitedhealth Group Inc

Healthcare
35
+ 1.82%
$237.77 - $353.61 $8.32K - $12.4K
1.96K $677K
URI
United Rentals, Inc.

Industrials
9
+ 2.76%
$774.14 - $975.23 $6.97K - $8.78K
335 $319K
CVX
Chevron Corp

Energy
332
+ 19.11%
$145.57 - $161.83 $48.3K - $53.7K
2.07K $321K
TLTE
Flexshares Tr Morningstar Emer

ETFs
2
+ 0.01%
$58.65 - $64.01 $117 - $128
17.1K $1.07M
NVS
Novartis Ag

Healthcare
427
+ 21.62%
$113.5 - $129.73 $48.5K - $55.4K
2.4K $308K
HSBC
Hsbc Holdings PLC

Financial Services
454
+ 12.64%
$60.27 - $70.98 $27.4K - $32.2K
4.05K $287K
WMT
Walmart Inc.

Consumer Defensive
374
+ 7.3%
$94.4 - $104.27 $35.3K - $39K
5.5K $566K
XOM
Exxon Mobil Corp

Energy
388
+ 9.3%
$105.83 - $117.22 $41.1K - $45.5K
4.56K $513K
WF
Woori Financial Group Inc.

Financial Services
505
+ 9.67%
$49.62 - $57.76 $25.1K - $29.2K
5.73K $321K
TJX
Tjx Companies Inc

Consumer Cyclical
86
+ 3.98%
$121.35 - $144.54 $10.4K - $12.4K
2.25K $324K
EVR
Evercore Inc.

Financial Services
10
+ 1.26%
$276.5 - $362.79 $2.77K - $3.63K
806 $271K
MFG
Mizuho Financial Group Inc

Financial Services
3.91K
+ 14.72%
$5.42 - $6.85 $21.2K - $26.8K
30.5K $204K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.02%
$49.43 - $54.52 $148 - $164
12.2K $658K
RTX
Raytheon Technologies Corp

Industrials
80
+ 4.28%
$144.19 - $167.33 $11.5K - $13.4K
1.95K $326K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.1K
+ 17.71%
$14.53 - $17.13 $30.5K - $35.9K
13.9K $233K
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 0.7%
$546.99 - $602.2 $3.83K - $4.22K
1.01K $606K
Activity Summary
Buys All Purchases 129 New Holdings 23 Increased Positions 106 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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