Wealthstream Advisors, Inc. Incresed Positions in Q3 2024

Wealthstream Advisors, Inc.

  • $502 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.46M
+ 326.44%
$31.05 - $34.29 $107M - $119M
4.52M $155M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.88M
+ 186.46%
$25.36 - $28.37 $47.6M - $53.2M
2.88M $81.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
726K
+ 113.24%
$25.21 - $28.46 $18.3M - $20.7M
1.37M $38.5M
VTI
Vanguard Total Stock Market Et

ETFs
1.52K
+ 8.3%
$255.18 - $283.2 $389K - $431K
19.9K $5.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
738
+ 8.72%
$517.38 - $573.86 $382K - $424K
9.2K $5.28M
AAPL
Apple Inc.

Technology
399
+ 2.38%
$207.23 - $234.82 $82.7K - $93.7K
17.2K $4M
TSLA
Tesla, Inc.

Consumer Cyclical
153
+ 6.33%
$191.76 - $263.26 $29.3K - $40.3K
2.57K $672K
AVSD
American Centy ETF Tr Avantis

ETFs
908
+ 3.38%
$53.92 - $61.11 $49K - $55.5K
27.7K $1.68M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17
+ 0.28%
$475.2 - $527.7 $8.08K - $8.97K
6.18K $3.26M
IBM
International Business Machines Corp

Technology
290
+ 13.01%
$175.1 - $223.38 $50.8K - $64.8K
2.52K $556K
AVSU
American Centy ETF Tr Avantis

ETFs
800
+ 3.34%
$59.01 - $65.3 $47.2K - $52.2K
24.7K $1.61M
HD
Home Depot, Inc.

Consumer Cyclical
68
+ 3.87%
$333.64 - $405.2 $22.7K - $27.6K
1.83K $739K
VTV
Vanguard Value ETF

ETFs
78
+ 1.14%
$159.75 - $174.57 $12.5K - $13.6K
6.91K $1.21M
AVDE
American Centy ETF Tr Avantis

ETFs
104
+ 0.56%
$60.09 - $67.67 $6.25K - $7.04K
18.8K $1.26M
NVDA
Nvidia Corp

Technology
1.19K
+ 5.14%
$98.91 - $134.91 $118K - $161K
24.3K $2.96M
MCD
Mcdonalds Corp

Consumer Cyclical
107
+ 9.15%
$245.82 - $304.51 $26.3K - $32.6K
1.28K $388K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
477
+ 10.67%
$147.95 - $191.05 $70.6K - $91.1K
4.95K $859K
ORCL
Oracle Corp

Technology
170
+ 9.9%
$125.9 - $170.35 $21.4K - $29K
1.89K $321K
V
Visa Inc.

Financial Services
246
+ 25.49%
$253.74 - $291.56 $62.4K - $71.7K
1.21K $332K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
592
+ 5.57%
$41.9 - $48.26 $24.8K - $28.6K
11.2K $536K
WMT
Walmart Inc.

Consumer Defensive
358
+ 11.14%
$66.91 - $81.4 $24K - $29.1K
3.57K $288K
VV
Vanguard Large Cap ETF

ETFs
15
+ 0.33%
$236.92 - $263.4 $3.55K - $3.95K
4.57K $1.2M
VEA
Vanguard Ftse Developed Market

ETFs
26
+ 0.14%
$47.6 - $53.31 $1.24K - $1.39K
19K $1M
ACN
Accenture PLC

Technology
73
+ 9.07%
$295.44 - $355.81 $21.6K - $26K
878 $310K
GS
Goldman Sachs Group Inc

Financial Services
22
+ 1.74%
$459.02 - $510.25 $10.1K - $11.2K
1.29K $638K
AVEM
American Centy ETF Tr Avantis

ETFs
78
+ 0.47%
$57.2 - $65.59 $4.46K - $5.12K
16.6K $1.07M
JNJ
Johnson & Johnson

Healthcare
232
+ 14.61%
$145.48 - $167.38 $33.8K - $38.8K
1.82K $294K
BND
Vanguard Bd Index Fd Inc Total

ETFs
145
+ 0.89%
$71.45 - $75.64 $10.4K - $11K
16.5K $1.24M
ABBV
Abb Vie Inc.

Healthcare
56
+ 2.95%
$163.84 - $199.33 $9.18K - $11.2K
1.95K $385K
MA
Mastercard Inc

Financial Services
64
+ 12.24%
$429.6 - $500.99 $27.5K - $32.1K
587 $289K
VBR
Vanguard Small Cap Value ETF

ETFs
13
+ 0.42%
$179.99 - $201.6 $2.34K - $2.62K
3.08K $618K
URI
United Rentals, Inc.

Industrials
5
+ 1.58%
$627.41 - $814.1 $3.14K - $4.07K
322 $260K
EME
Emcor Group, Inc.

Industrials
19
+ 2.73%
$340.22 - $435.6 $6.46K - $8.28K
714 $307K
MSI
Motorola Solutions, Inc.

Technology
8
+ 1.07%
$385.65 - $450.49 $3.09K - $3.6K
759 $341K
VNQ
Vanguard Specialized Funds Van

ETFs
15
+ 0.41%
$82.97 - $98.97 $1.24K - $1.48K
3.66K $356K
PM
Philip Morris International Inc.

Consumer Defensive
34
+ 1.45%
$101.25 - $127.45 $3.44K - $4.33K
2.38K $289K
AON
Aon PLC

Financial Services
9
+ 1.1%
$293.16 - $351.06 $2.64K - $3.16K
828 $286K
SSO
Proshares Ultra S&P 500

ETFs
13
+ 0.23%
$73.92 - $90.17 $961 - $1.17K
5.7K $513K
UL
Unilever PLC

Consumer Defensive
81
+ 2.07%
$54.7 - $65.59 $4.43K - $5.31K
3.99K $258K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
321
+ 2.45%
$46.18 - $48.92 $14.8K - $15.7K
13.4K $652K
KO
Coca Cola CO

Consumer Defensive
115
+ 3.01%
$62.69 - $73.01 $7.21K - $8.4K
3.93K $282K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
112
+ 0.85%
$76.38 - $78.87 $8.55K - $8.83K
13.4K $1.05M
XOM
Exxon Mobil Corp

Energy
184
+ 3.45%
$109.72 - $119.0 $20.2K - $21.9K
5.52K $647K
AMP
Ameriprise Financial Inc

Financial Services
15
+ 2.59%
$391.53 - $469.81 $5.87K - $7.05K
594 $279K
EMB
Ishares Tr

ETFs
42
+ 0.85%
$87.75 - $93.74 $3.69K - $3.94K
4.98K $466K
LLY
Eli Lilly & CO

Healthcare
54
+ 4.23%
$772.14 - $960.02 $41.7K - $51.8K
1.33K $1.18M
LYG
Lloyds Banking Group PLC

Financial Services
2.07K
+ 5.34%
$2.73 - $3.17 $5.65K - $6.57K
40.8K $127K
VONV
Vanguard Russell 1000 Value Et

ETFs
28
+ 1.02%
$76.07 - $83.33 $2.13K - $2.33K
2.76K $230K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
10
+ 0.34%
$113.45 - $126.18 $1.13K - $1.26K
2.93K $369K
Activity Summary
Buys All Purchases 95 New Holdings 18 Increased Positions 77 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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