0001580642-21-003387.txt : 20210802
0001580642-21-003387.hdr.sgml : 20210802
20210802094931
ACCESSION NUMBER: 0001580642-21-003387
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210802
DATE AS OF CHANGE: 20210802
EFFECTIVENESS DATE: 20210802
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: 211134958
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
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0001730466
XXXXXXXX
06-30-2021
06-30-2021
false
Wealthstreet Investment Advisors, LLC
1445 Ross Avenue
Suite 5600
Dallas
TX
75202
13F HOLDINGS REPORT
028-18288
N
Lynette Heil
Chief Compliance Officer
214-954-1907
/s/ Lynette Heil
Dallas
TX
07-30-2021
2
136
19291
1
0001750924
028-19208
VisionPoint Advisory Group, LLC
2
0001731446
028-18542
Prime Capital Investment Advisors, LLC
INFORMATION TABLE
2
infotable.xml
SPDR S&P 500 ETF TR
TR UNIT
78462F103
231
539
SH
DFND
2
0
0
539
ADOBE SYSTEMS INCORPORATED
COM
00724F101
21
36
SH
DFND
2
0
0
36
AMAZON COM INC
COM
023135106
241
70
SH
DFND
1
0
0
70
AMAZON COM INC
COM
023135106
451
131
SH
DFND
2
0
0
131
BRISTOL-MYERS SQUIBB CO
COM
110122108
10
150
SH
DFND
1
0
0
150
BOEING CO
COM
097023105
96
400
SH
DFND
1
0
0
400
BOEING CO
COM
097023105
226
945
SH
DFND
2
0
0
945
HERSHEY CO
COM
427866108
81
466
SH
DFND
2
0
0
466
INVESCO QQQ TR
UNIT SER 1
46090E103
136
385
SH
DFND
1
0
0
385
INVESCO QQQ TR
UNIT SER 1
46090E103
192
543
SH
DFND
2
0
0
543
AMGEN INC
COM
031162100
4
17
SH
DFND
1
0
0
17
ADVANCED MICRO DEVICES INC
COM
007903107
164
1750
SH
DFND
1
0
0
1750
ADVANCED MICRO DEVICES INC
COM
007903107
545
5805
SH
DFND
2
0
0
5805
INTEL CORP
COM
458140100
225
4000
SH
DFND
1
0
0
4000
INTEL CORP
COM
458140100
553
9850
SH
DFND
2
0
0
9850
QUALCOMM INC
COM
747525103
50
350
SH
DFND
1
0
0
350
QUALCOMM INC
COM
747525103
232
1625
SH
DFND
2
0
0
1625
DISNEY WALT CO
COM
254687106
35
200
SH
DFND
1
0
0
200
DISNEY WALT CO
COM
254687106
21
120
SH
DFND
2
0
0
120
PFIZER INC
COM
717081103
4
113
SH
DFND
1
0
0
113
PFIZER INC
COM
717081103
12
309
SH
DFND
2
0
0
309
CHEVRON CORP NEW
COM
166764100
16
150
SH
DFND
1
0
0
150
MICROSOFT CORP
COM
594918104
43
158
SH
DFND
1
0
0
158
MICROSOFT CORP
COM
594918104
64
236
SH
DFND
2
0
0
236
AT&T INC
COM
00206R102
122
4250
SH
DFND
1
0
0
4250
AT&T INC
COM
00206R102
281
9759
SH
DFND
2
0
0
9759
CISCO SYS INC
COM
17275R102
33
626
SH
DFND
1
0
0
626
CISCO SYS INC
COM
17275R102
125
2350
SH
DFND
2
0
0
2350
INTERNATIONAL BUSINESS MACHS
COM
459200101
141
960
SH
DFND
1
0
0
960
INTERNATIONAL BUSINESS MACHS
COM
459200101
339
2310
SH
DFND
2
0
0
2310
LOCKHEED MARTIN CORP
COM
539830109
8
22
SH
DFND
1
0
0
22
PEPSICO INC
COM
713448108
7
44
SH
DFND
1
0
0
44
PEPSICO INC
COM
713448108
93
628
SH
DFND
2
0
0
628
VERIZON COMMUNICATIONS INC
COM
92343V104
4
78
SH
DFND
1
0
0
78
VERIZON COMMUNICATIONS INC
COM
92343V104
89
1582
SH
DFND
2
0
0
1582
ISHARES TR
ISHARES BIOTECH
464287556
115
700
SH
DFND
1
0
0
700
ISHARES TR
ISHARES BIOTECH
464287556
275
1680
SH
DFND
2
0
0
1680
ISHARES TR
U.S. FIN SVC ETF
464287770
46
250
SH
DFND
2
0
0
250
STARBUCKS CORP
COM
855244109
17
150
SH
DFND
1
0
0
150
STARBUCKS CORP
COM
855244109
218
1950
SH
DFND
2
0
0
1950
WALMART INC
COM
931142103
7
50
SH
DFND
1
0
0
50
UNION PAC CORP
COM
907818108
11
48
SH
DFND
1
0
0
48
TARGET CORP
COM
87612E106
38
158
SH
DFND
1
0
0
158
COLGATE PALMOLIVE CO
COM
194162103
69
854
SH
DFND
2
0
0
854
MERCK & CO INC
COM
58933Y105
7
91
SH
DFND
1
0
0
91
MICRON TECHNOLOGY INC
COM
595112103
34
400
SH
DFND
1
0
0
400
MICRON TECHNOLOGY INC
COM
595112103
89
1050
SH
DFND
2
0
0
1050
PROCTER AND GAMBLE CO
COM
742718109
311
2307
SH
DFND
2
0
0
2307
GENERAL ELECTRIC CO
COM
369604103
13
1000
SH
DFND
2
0
0
1000
MCDONALDS CORP
COM
580135101
18
79
SH
DFND
1
0
0
79
MCDONALDS CORP
COM
580135101
232
1005
SH
DFND
2
0
0
1005
NIKE INC
CL B
654106103
134
867
SH
DFND
1
0
0
867
NIKE INC
CL B
654106103
321
2075
SH
DFND
2
0
0
2075
JPMORGAN CHASE & CO
COM
46625H100
26
166
SH
DFND
1
0
0
166
ISHARES TR
IBOXX INV CP ETF
464287242
40
300
SH
DFND
1
0
0
300
ISHARES TR
IBOXX INV CP ETF
464287242
228
1700
SH
DFND
2
0
0
1700
XCEL ENERGY INC
COM
98389B100
210
3189
SH
DFND
2
0
0
3189
FORD MTR CO DEL
COM
345370860
67
4500
SH
DFND
2
0
0
4500
UNITEDHEALTH GROUP INC
COM
91324P102
11
28
SH
DFND
1
0
0
28
CROWN CASTLE INTL CORP NEW
COM
22822V101
9
45
SH
DFND
1
0
0
45
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
21
250
SH
DFND
1
0
0
250
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
154
1800
SH
DFND
2
0
0
1800
3M CO
COM
88579Y101
3
13
SH
DFND
1
0
0
13
3M CO
COM
88579Y101
199
1000
SH
DFND
2
0
0
1000
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
962
4318
SH
DFND
2
0
0
4318
DUKE ENERGY CORP NEW
COM NEW
26441C204
4
38
SH
DFND
1
0
0
38
CONSTELLATION BRANDS INC
CL A
21036P108
23
100
SH
DFND
1
0
0
100
CONSTELLATION BRANDS INC
CL A
21036P108
164
700
SH
DFND
2
0
0
700
APPLE INC
COM
037833100
134
980
SH
DFND
1
0
0
980
APPLE INC
COM
037833100
668
4880
SH
DFND
2
0
0
4880
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
27
150
SH
DFND
1
0
0
150
CHUBB LIMITED
COM
H1467J104
8
49
SH
DFND
1
0
0
49
VANECK VECTORS ETF TR
SEMICONDUCTOR ET
92189F676
136
520
SH
DFND
1
0
0
520
VANECK VECTORS ETF TR
SEMICONDUCTOR ET
92189F676
467
1780
SH
DFND
2
0
0
1780
SOUTHERN CO
COM
842587107
118
1951
SH
DFND
2
0
0
1951
CIGNA CORP NEW
COM
125523100
17
70
SH
DFND
1
0
0
70
CIGNA CORP NEW
COM
125523100
149
630
SH
DFND
2
0
0
630
NETFLIX INC
COM
64110L106
6
12
SH
DFND
2
0
0
12
ISHARES TR
CORE US AGGBD ET
464287226
22
191
SH
DFND
1
0
0
191
NVIDIA CORPORATION
COM
67066G104
316
395
SH
DFND
1
0
0
395
NVIDIA CORPORATION
COM
67066G104
1038
1297
SH
DFND
2
0
0
1297
FREEPORT-MCMORAN INC
CL B
35671D857
19
525
SH
DFND
2
0
0
525
V F CORP
COM
918204108
45
550
SH
DFND
1
0
0
550
V F CORP
COM
918204108
1243
15146
SH
DFND
2
0
0
15146
AMERICAN ELEC PWR CO INC
COM
025537101
5
63
SH
DFND
1
0
0
63
AMERICAN ELEC PWR CO INC
COM
025537101
83
976
SH
DFND
2
0
0
976
ISHARES TR
CHINA LG-CAP ETF
464287184
69
1500
SH
DFND
1
0
0
1500
ISHARES TR
CHINA LG-CAP ETF
464287184
104
2250
SH
DFND
2
0
0
2250
ALPHABET INC
CAP STK CL A
02079K305
147
60
SH
DFND
1
0
0
60
ALPHABET INC
CAP STK CL A
02079K305
269
110
SH
DFND
2
0
0
110
MARVELL TECHNOLOGY INC
COM
573874104
99
1700
SH
DFND
1
0
0
1700
MARVELL TECHNOLOGY INC
COM
573874104
105
1800
SH
DFND
2
0
0
1800
VANGUARD INDEX FDS
VALUE ETF
922908744
57
415
SH
DFND
1
0
0
415
LAS VEGAS SANDS CORP
COM
517834107
90
1700
SH
DFND
1
0
0
1700
LAS VEGAS SANDS CORP
COM
517834107
368
6980
SH
DFND
2
0
0
6980
VANGUARD INDEX FDS
GROWTH ETF
922908736
95
332
SH
DFND
1
0
0
332
REPUBLIC SVCS INC
COM
760759100
100
907
SH
DFND
2
0
0
907
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
14
50
SH
DFND
1
0
0
50
UNDER ARMOUR INC
CL A
904311107
13
600
SH
DFND
2
0
0
600
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
33
400
SH
DFND
2
0
0
400
SALESFORCE COM INC
COM
79466L302
71
290
SH
DFND
1
0
0
290
SALESFORCE COM INC
COM
79466L302
256
1050
SH
DFND
2
0
0
1050
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
46137V100
11
150
SH
DFND
1
0
0
150
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
46137V100
103
1370
SH
DFND
2
0
0
1370
ISHARES TR
US HLTHCR PR ETF
464288828
27
100
SH
DFND
1
0
0
100
ISHARES TR
US HLTHCR PR ETF
464288828
67
250
SH
DFND
2
0
0
250
ISHARES TR
U.S. PHARMA ETF
464288836
9
50
SH
DFND
2
0
0
50
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
258
3000
SH
DFND
2
0
0
3000
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
27
600
SH
DFND
1
0
0
600
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
23
500
SH
DFND
2
0
0
500
SPDR INDEX SHS FDS
ASIA PACIF ETF
78463X301
67
500
SH
DFND
1
0
0
500
SPDR INDEX SHS FDS
ASIA PACIF ETF
78463X301
296
2200
SH
DFND
2
0
0
2200
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
15
300
SH
DFND
1
0
0
300
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
15
300
SH
DFND
2
0
0
300
ISHARES TR
JPMORGAN USD EMG
464288281
15
131
SH
DFND
1
0
0
131
VISA INC
COM CL A
92826C839
12
52
SH
DFND
1
0
0
52
WISDOMTREE TR
INDIA ERNGS FD
97717W422
51
1500
SH
DFND
1
0
0
1500
WISDOMTREE TR
INDIA ERNGS FD
97717W422
68
2000
SH
DFND
2
0
0
2000
BROADCOM INC
COM
11135F101
9
19
SH
DFND
1
0
0
19
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
3
25
SH
DFND
2
0
0
25
GENERAL MTRS CO
COM
37045V100
47
800
SH
DFND
2
0
0
800
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
6
82
SH
DFND
2
0
0
82
FACEBOOK INC
CL A
30303M102
126
362
SH
DFND
2
0
0
362
VANECK VECTORS ETF TR
FALLEN ANGEL HG
92189F437
2
52
SH
DFND
1
0
0
52
PALO ALTO NETWORKS INC
COM
697435105
37
100
SH
DFND
1
0
0
100
PALO ALTO NETWORKS INC
COM
697435105
56
150
SH
DFND
2
0
0
150
ZOETIS INC
CL A
98978V103
15
81
SH
DFND
1
0
0
81
ISHARES TR
MSCI USA MMENTM
46432F396
1349
7779
SH
DFND
2
0
0
7779
ALPHABET INC
CAP STK CL C
02079K107
95
38
SH
DFND
2
0
0
38
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
221
3687
SH
DFND
2
0
0
3687
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
150
660
SH
DFND
1
0
0
660
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
458
2019
SH
DFND
2
0
0
2019
INVESCO EXCH TRADED FD TR II
S&P 500 MOMNTM
46138E339
178
3000
SH
DFND
2
0
0
3000
UNDER ARMOUR INC
CL C
904311206
6
300
SH
DFND
2
0
0
300
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
105
1950
SH
DFND
2
0
0
1950
CARRIER GLOBAL CORPORATION
COM
14448C104
2
38
SH
DFND
1
0
0
38