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 false 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 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