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| Name: |
Wealthstream Advisors Inc. |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10065 |
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data |
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| Holdings
Found :
18 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VIG |
Vanguard Dividend Appreciat... |
90 |
New |
$183.61 |
$342,000 |
1,873 |
0.13% |
342,000 |
1,873 |
0 |
Closed - End Fund - Debt |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
91 |
New |
$0.00 |
$335,000 |
2,910 |
0.13% |
335,000 |
2,910 |
0 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
114 |
New |
$159.67 |
$238,000 |
1,317 |
0.09% |
238,000 |
1,317 |
0 |
Semiconductor- Broad... |
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EME |
Emcor Group Inc |
115 |
New |
$385.60 |
$235,000 |
671 |
0.09% |
235,000 |
671 |
0.026 |
General Contractors |
|
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MA |
MasterCard Inc A |
117 |
New |
$458.00 |
$235,000 |
487 |
0.09% |
235,000 |
487 |
0 |
Business Services |
|
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AER |
Aercap Holdings (NV) |
120 |
New |
$92.83 |
$230,000 |
2,645 |
0.09% |
230,000 |
2,645 |
0 |
Rental & Leasing Serv... |
|
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URI |
United Rentals Inc |
122 |
New |
$712.37 |
$226,000 |
314 |
0.09% |
226,000 |
314 |
0 |
Rental & Leasing Serv... |
|
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IBN |
ICICI Bank Limited (ADR) |
124 |
New |
$27.19 |
$218,000 |
8,239 |
0.08% |
218,000 |
8,239 |
0 |
Foreign Money Center ... |
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DFAU |
Dfa Dimensional Us Core Equ... |
125 |
New |
$0.00 |
$217,000 |
5,941 |
0.08% |
217,000 |
5,941 |
0.007 |
N/A |
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PM |
Philip Morris International... |
126 |
New |
$100.57 |
$216,000 |
2,356 |
0.08% |
216,000 |
2,356 |
0 |
Cigarettes & Other To... |
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VONV |
Vanguard Russell 1000 Value... |
127 |
New |
$78.48 |
$215,000 |
2,736 |
0.08% |
215,000 |
2,736 |
0.003 |
N/A |
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ORCL |
Oracle Corp |
128 |
New |
$121.63 |
$211,000 |
1,678 |
0.08% |
211,000 |
1,678 |
0 |
Application Software |
|
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FAST |
Fastenal Co |
129 |
New |
$66.98 |
$207,000 |
2,680 |
0.08% |
207,000 |
2,680 |
0 |
Home Improvement Stores |
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G |
Genpact Ltd |
131 |
New |
$34.47 |
$204,000 |
6,203 |
0.08% |
204,000 |
6,203 |
0.003 |
Management Services |
|
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MCK |
McKesson Corp |
134 |
New |
$531.10 |
$202,000 |
376 |
0.08% |
202,000 |
376 |
0 |
Drugs Wholesale |
|
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PMX |
Pimco Municipal Income Fund... |
143 |
New |
$7.45 |
$103,000 |
13,825 |
0.04% |
103,000 |
13,825 |
0 |
Closed - End Fund - F... |
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ABEV |
Companhia de Bebidas das Am... |
146 |
New |
$2.39 |
$76,000 |
30,524 |
0.03% |
76,000 |
30,524 |
0 |
Beverage - Brewers |
|
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LU |
Lufax Hldg 2 American Depos... |
147 |
New |
$0.00 |
$54,000 |
12,801 |
0.02% |
54,000 |
12,801 |
0.001 |
N/A |
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