0001580642-20-001878.txt : 20200501 0001580642-20-001878.hdr.sgml : 20200501 20200501130408 ACCESSION NUMBER: 0001580642-20-001878 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200501 DATE AS OF CHANGE: 20200501 EFFECTIVENESS DATE: 20200501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wealthstreet Investment Advisors, LLC CENTRAL INDEX KEY: 0001730466 IRS NUMBER: 820652055 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18288 FILM NUMBER: 20839729 BUSINESS ADDRESS: STREET 1: 1445 ROSS AVENUE STREET 2: SUITE 5600 CITY: DALLAS STATE: TX ZIP: 75202 BUSINESS PHONE: 214-954-1900 MAIL ADDRESS: STREET 1: 1445 ROSS AVENUE STREET 2: SUITE 5600 CITY: DALLAS STATE: TX ZIP: 75202 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001730466 XXXXXXXX 03-31-2020 03-31-2020 false Wealthstreet Investment Advisors, LLC

1445 Ross Avenue Suite 5600 Dallas TX 75202

13F HOLDINGS REPORT 028-18288 N Lynette Heil 214-954-1907 /s/ Lynette Heil Dallas TX 05-01-2020 1 446 676663 1 0001750924 028-19208 VisionPoint Advisory Group, LLC INFORMATION TABLE 2 infotable.xml ISHARES TR S&P 500 GRWT ETF 464287309 942 5708 SH SOLE 5314 0 394 ISHARES TR RUSSELL 2000 ETF 464287655 415 3628 SH SOLE 3628 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 223 866 SH DFND 1 0 0 866 SPDR S&P 500 ETF TR TR UNIT 78462F103 227 881 SH SOLE 562 0 320 ADOBE INC COM 00724F101 11 36 SH DFND 1 0 0 36 ADOBE INC COM 00724F101 283 888 SH SOLE 888 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 247 10178 SH SOLE 7508 0 2670 AMAZON COM INC COM 023135106 524 269 SH DFND 1 0 0 269 AMAZON COM INC COM 023135106 585 300 SH OTR 0 0 300 AMAZON COM INC COM 023135106 13324 6834 SH SOLE 5866 0 968 BRISTOL-MYERS SQUIBB CO COM 110122108 56 1000 SH DFND 1 0 0 1000 BRISTOL-MYERS SQUIBB CO COM 110122108 16823 301804 SH SOLE 283570 0 18234 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1931 10564 SH SOLE 9789 0 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292 11969 SH SOLE 11969 0 0 ALTRIA GROUP INC COM 02209S103 16 423 SH DFND 1 0 0 423 ALTRIA GROUP INC COM 02209S103 2214 57253 SH SOLE 52253 0 5000 FEDEX CORP COM 31428X106 2250 18559 SH SOLE 14909 0 3650 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 23 612 SH DFND 1 0 0 612 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 292 7705 SH SOLE 5705 0 2000 INTEL CORP COM 458140100 373 6900 SH DFND 1 0 0 6900 INTEL CORP COM 458140100 54 1000 SH OTR 0 0 1000 INTEL CORP COM 458140100 11073 204605 SH SOLE 186172 0 18433 ILLINOIS TOOL WKS INC COM 452308109 223 1567 SH SOLE 1567 0 0 ORACLE CORP COM 68389X105 553 11444 SH SOLE 9444 0 2000 QUALCOMM INC COM 747525103 98 1450 SH DFND 1 0 0 1450 QUALCOMM INC COM 747525103 5229 77292 SH SOLE 72292 0 5000 DISNEY WALT CO COM DISNEY 254687106 160 1660 SH DFND 1 0 0 1660 DISNEY WALT CO COM DISNEY 254687106 9773 101172 SH SOLE 91320 0 9852 HONEYWELL INTL INC COM 438516106 27 200 SH DFND 1 0 0 200 HONEYWELL INTL INC COM 438516106 268 2000 SH OTR 0 0 2000 HONEYWELL 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INC COM 252131107 2014 7480 SH SOLE 6280 0 1200 ENBRIDGE INC COM 29250N105 539 18526 SH SOLE 13384 0 5142 PIMCO INCOME STRATEGY FD II COM 72201J104 111 14600 SH SOLE 13600 0 1000 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 22 450 SH DFND 1 0 0 450 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 1394 27952 SH SOLE 24421 0 3531 VANGUARD WORLD FDS INF TECH ETF 92204A702 11 50 SH DFND 1 0 0 50 VANGUARD WORLD FDS INF TECH ETF 92204A702 483 2280 SH SOLE 2280 0 0 SPDR SER TR S&P BIOTECH 78464A870 1498 19344 SH SOLE 18169 0 1175 QURATE RETAIL INC COM SER A 74915M100 72 11718 SH SOLE 7686 0 4032 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 2583 112127 SH SOLE 102327 0 9800 MASTERCARD INC CL A 57636Q104 72 300 SH DFND 1 0 0 300 MASTERCARD INC CL A 57636Q104 3976 16460 SH SOLE 10910 0 5550 J & J SNACK FOODS CORP COM 466032109 363 3000 SH SOLE 3000 0 0 SCHOLASTIC CORP COM 807066105 224 8800 SH SOLE 6800 0 2000 AMERICAN CAMPUS CMNTYS INC COM 024835100 408 14700 SH SOLE 14700 0 0 BLACKROCK MUN 2020 TERM TR COM SHS 09249X109 147 10000 SH SOLE 10000 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 28 6000 SH OTR 0 0 6000 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 848 184313 SH SOLE 160063 0 24250 WISDOMTREE TR INTL MIDCAP DV 97717W778 325 6940 SH SOLE 6940 0 0 WISDOMTREE TR US MIDCAP DIVID 97717W505 597 24700 SH SOLE 24700 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 346 19195 SH SOLE 14669 0 4526 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 141 10000 SH SOLE 10000 0 0 ISHARES TR US HOME CONS ETF 464288752 372 12860 SH SOLE 12860 0 0 ISHARES TR US HLTHCR PR ETF 464288828 68 410 SH DFND 1 0 0 410 ISHARES TR US HLTHCR PR ETF 464288828 811 4865 SH SOLE 4765 0 100 ISHARES TR U.S. PHARMA ETF 464288836 497 3695 SH SOLE 3535 0 160 BANCFIRST CORP COM 05945F103 400 12000 SH SOLE 12000 0 0 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 482 18000 SH SOLE 18000 0 0 EATON VANCE TX MGD DIV EQ IN COM 27828N102 95 10200 SH SOLE 10200 0 0 ISHARES TR IBOXX HI YD ETF 464288513 15 200 SH DFND 1 0 0 200 ISHARES TR IBOXX HI YD ETF 464288513 3262 42323 SH SOLE 37669 0 4654 ISHARES TR SH TR CRPORT ETF 464288646 999 19081 SH SOLE 15581 0 3500 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 256 3000 SH DFND 1 0 0 3000 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1899 22253 SH SOLE 20408 0 1844 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 63 2200 SH DFND 1 0 0 2200 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1155 40573 SH SOLE 34886 0 5687 BLACKSTONE GROUP INC COM CL A 09260D107 46 1000 SH OTR 0 0 1000 BLACKSTONE GROUP INC COM CL A 09260D107 1449 31796 SH SOLE 30296 0 1500 SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 204 2400 SH DFND 1 0 0 2400 SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 2088 24584 SH SOLE 20969 0 3615 TE CONNECTIVITY LTD REG SHS H84989104 386 6128 SH SOLE 4342 0 1786 WISDOMTREE TR GLB EX US RL EST 97717W331 638 28926 SH SOLE 21291 0 7635 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 51 1536 SH DFND 1 0 0 1536 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1795 53835 SH SOLE 52635 0 1200 LSB INDS INC COM 502160104 22 10303 SH SOLE 10303 0 0 WISDOMTREE TR US SMALLCAP FUND 97717W562 523 23438 SH SOLE 15635 0 7803 WISDOMTREE TR EMG MKTS SMCAP 97717W281 238 7192 SH SOLE 5342 0 1850 ISHARES TR INTL DEV RE ETF 464288489 625 28900 SH SOLE 28900 0 0 SPDR SER TR BLOOMBERG BRCLYS 78468R622 289 3048 SH SOLE 3019 0 29 VISA INC COM CL A 92826C839 8 52 SH DFND 1 0 0 52 VISA INC COM CL A 92826C839 22310 138467 SH SOLE 117502 0 20965 PHILIP MORRIS INTL INC COM 718172109 4715 64624 SH SOLE 58874 0 5750 WISDOMTREE TR INDIA ERNGS FD 97717W422 57 3500 SH DFND 1 0 0 3500 WISDOMTREE TR INDIA ERNGS FD 97717W422 576 35563 SH SOLE 30301 0 5261 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1233 51500 SH SOLE 51500 0 0 HILLTOP HOLDINGS INC COM 432748101 209 13830 SH SOLE 4330 0 9500 INVESCO EXCHANGE-TRADED FD T FNDMNTL HY CRP 46138E719 477 28775 SH SOLE 28775 0 0 HOUSTON AMERN ENERGY CORP COM 44183U100 3 21704 SH DFND 1 0 0 21704 AGNC INVT CORP COM 00123Q104 566 53500 SH SOLE 53500 0 0 FIRST FINL BANKSHARES COM 32020R109 950 35404 SH SOLE 35404 0 0 DISCOVERY INC COM SER C 25470F302 190 10852 SH SOLE 8437 0 2415 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 237 2995 SH SOLE 2993 0 2 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 581 11275 SH SOLE 11275 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 952 18581 SH SOLE 18581 0 0 METALLA RTY & STREAMING LTD COM NEW 59124U605 42 10000 SH SOLE 10000 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 208 4200 SH SOLE 4000 0 200 CORMEDIX INC COM 21900C308 85 23700 SH SOLE 23700 0 0 TESLA INC COM 88160R101 325 621 SH SOLE 621 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 300 87320 SH SOLE 87320 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 576 13431 SH SOLE 13431 0 0 HOWARD HUGHES CORP COM 44267D107 235 4661 SH SOLE 4162 0 499 GENERAL MTRS CO COM 37045V100 5 250 SH DFND 1 0 0 250 GENERAL MTRS CO COM 37045V100 885 42604 SH SOLE 39654 0 2950 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 482 11425 SH SOLE 11425 0 0 HCA HEALTHCARE INC COM 40412C101 809 9000 SH SOLE 9000 0 0 FIRST TR EXCHANGE-TRADED ALP MID CP GR ALPH 33737M102 203 5500 SH SOLE 5500 0 0 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 437 5100 SH SOLE 5100 0 0 SPLUNK INC COM 848637104 548 4339 SH OTR 0 0 4339 SPLUNK INC COM 848637104 1550 12276 SH SOLE 11676 0 600 FACEBOOK INC CL A 30303M102 86 516 SH DFND 1 0 0 516 FACEBOOK INC CL A 30303M102 50 300 SH OTR 0 0 300 FACEBOOK INC CL A 30303M102 12125 72693 SH SOLE 70228 0 2465 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 1 52 SH DFND 1 0 0 52 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 644 25450 SH SOLE 25450 0 0 GLOBAL X FDS GLBL X MLP ETF 37950E473 499 158350 SH SOLE 136350 0 22000 PALO ALTO NETWORKS INC COM 697435105 41 250 SH DFND 1 0 0 250 PALO ALTO NETWORKS INC COM 697435105 41 250 SH OTR 0 0 250 PALO ALTO NETWORKS INC COM 697435105 1701 10375 SH SOLE 9875 0 500 ISHARES TR CORE 1 5 YR USD 46432F859 819 16210 SH SOLE 13810 0 2400 ABBVIE INC COM 00287Y109 2090 27437 SH SOLE 23037 0 4400 ZOETIS INC CL A 98978V103 33 281 SH DFND 1 0 0 281 ZOETIS INC CL A 98978V103 292 2480 SH SOLE 2480 0 0 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 8 200 SH DFND 1 0 0 200 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 475 11314 SH SOLE 11314 0 0 BROOKFIELD PROPERTY PARTRS L UNIT LTD PARTN G16249107 97 12075 SH SOLE 10571 0 1504 ISHARES TR USA MOMENTUM FCT 46432F396 828 7779 SH DFND 1 0 0 7779 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 286 13620 SH SOLE 13620 0 0 AGIOS PHARMACEUTICALS INC COM 00847X104 1238 34900 SH SOLE 33200 0 1700 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 444 20950 SH SOLE 20950 0 0 ACCELERON PHARMA INC COM 00434H108 1793 19950 SH SOLE 19950 0 0 TWITTER INC COM 90184L102 745 30350 SH SOLE 30350 0 0 ALPHABET INC CAP STK CL C 02079K107 35 30 SH DFND 1 0 0 30 ALPHABET INC CAP STK CL C 02079K107 23 20 SH OTR 0 0 20 ALPHABET INC CAP STK CL C 02079K107 2502 2152 SH SOLE 1973 0 179 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 187 3170 SH DFND 1 0 0 3170 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 331 5609 SH SOLE 5309 0 300 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 196 1008 SH DFND 1 0 0 1008 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2790 14347 SH SOLE 12947 0 1400 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 425 20500 SH SOLE 20500 0 0 BLACKROCK SCIENCE & TECHNOLO SHS 09258G104 330 11500 SH SOLE 11200 0 300 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 200 9700 SH SOLE 9700 0 0 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 271 7610 SH SOLE 7610 0 0 ALPS ETF TR MED BREAKTHGH 00162Q593 1022 32236 SH SOLE 30036 0 2200 TELADOC HEALTH INC COM 87918A105 16 100 SH DFND 1 0 0 100 TELADOC HEALTH INC COM 87918A105 1031 6652 SH SOLE 5652 0 1000 KRAFT HEINZ CO COM 500754106 417 16838 SH SOLE 15686 0 1152 PAYPAL HLDGS INC COM 70450Y103 708 7399 SH SOLE 7399 0 0 FERRARI N V COM N3167Y103 949 6217 SH SOLE 6217 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1055 34029 SH SOLE 25817 0 8211 HUBBELL INC COM 443510607 281 2450 SH SOLE 2250 0 200 INVESCO EXCHANGE-TRADED FD T S&P 500 MOMNTM 46138E339 108 3000 SH DFND 1 0 0 3000 INVESCO EXCHANGE-TRADED FD T S&P 500 MOMNTM 46138E339 899 24950 SH SOLE 24950 0 0 UNDER ARMOUR INC CL C 904311206 185 23002 SH SOLE 23002 0 0 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 204 6436 SH SOLE 4262 0 2174 CHARTER COMMUNICATIONS INC N CL A 16119P108 297 681 SH SOLE 681 0 0 NUTANIX INC CL A 67059N108 481 30450 SH SOLE 28950 0 1500 YUM CHINA HLDGS INC COM 98850P109 716 16793 SH SOLE 14693 0 2100 SBA COMMUNICATIONS CORP NEW CL A 78410G104 297 1100 SH OTR 0 0 1100 SBA COMMUNICATIONS CORP NEW CL A 78410G104 1975 7315 SH SOLE 6765 0 550 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 11 200 SH DFND 1 0 0 200 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1113 21109 SH SOLE 20609 0 500 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 2965 59692 SH SOLE 58992 0 700 GLOBAL X FDS FINTECH ETF 37954Y814 217 9000 SH SOLE 9000 0 0 DUPONT DE NEMOURS INC COM 26614N102 29 854 SH OTR 0 0 854 DUPONT DE NEMOURS INC COM 26614N102 680 19934 SH SOLE 18741 0 1193 LINDE PLC SHS G5494J103 1291 7463 SH SOLE 7463 0 0 DELL TECHNOLOGIES INC CL C 24703L202 611 15461 SH SOLE 15461 0 0 DOW INC COM 260557103 25 854 SH OTR 0 0 854 DOW INC COM 260557103 1160 39687 SH SOLE 38150 0 1537 CORTEVA INC COM 22052L104 229 9726 SH SOLE 9684 0 42 BLACKROCK SCIENCE & TECH TR SHS BEN INT 09260K101 44 2650 SH OTR 0 0 2650 BLACKROCK SCIENCE & TECH TR SHS BEN INT 09260K101 144 8600 SH SOLE 8600 0 0 BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 2 500 SH DFND 1 0 0 500 BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 514 135243 SH SOLE 129693 0 5550