CIK 1833780
Wealthstream Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
184
Portfolio Value
$1M+
Latest Report
Jun 30, 2025
Report Periods
1
Holdings
13F filings as of Jun 30, 2025 · Showing 101–150 of 184
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BAC | BANK AMERICA CORP | 8K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 721 | $100K–$500K | SH |
| IGV | ISHARES TR | 4K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 477 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| IBN | ICICI BANK LIMITED | 11K | $100K–$500K | SH |
| IUSV | ISHARES TR | 4K | $100K–$500K | SH |
| WWD | WOODWARD INC | 2K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| SAP | SAP SE | 1K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 7K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 4K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 608 | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 766 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| TLTD | FLEXSHARES TR | 4K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 285 | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 964 | $100K–$500K | SH |
| IGPT | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| DFAU | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| SAN | BANCO SANTANDER S.A. | 33K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 1K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| RDY | DR REDDYS LABS LTD | 18K | $100K–$500K | SH |
| G | GENPACT LIMITED | 6K | $100K–$500K | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| EMB | ISHARES TR | 3K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 818 | $100K–$500K | SH |
| WF | WOORI FINL GROUP INC | 5K | $100K–$500K | SH |
| ISHG | ISHARES TR | 3K | $100K–$500K | SH |
| INFY | INFOSYS LTD | 14K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| INTU | INTUIT | 312 | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 326 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| EUFN | ISHARES TR | 8K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 2K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 604 | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 3K | $100K–$500K | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| CHT | CHUNGHWA TELECOM CO LTD | 5K | $100K–$500K | SH |