0001580642-21-005151.txt : 20211102
0001580642-21-005151.hdr.sgml : 20211102
20211102114418
ACCESSION NUMBER: 0001580642-21-005151
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211102
DATE AS OF CHANGE: 20211102
EFFECTIVENESS DATE: 20211102
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: 211369885
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
09-30-2021
09-30-2021
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
11-01-2021
1
70
3622
1
0001750924
028-19208
VisionPoint Advisory Group, LLC
INFORMATION TABLE
2
infotable.xml
APPLE INC
COM
037833100
139
980
SH
DFND
1
0
0
980
VANGUARD INDEX FDS
GROWTH ETF
922908736
96
332
SH
DFND
1
0
0
332
MARVELL TECHNOLOGY INC
COM
573874104
103
1700
SH
DFND
1
0
0
1700
VANGUARD INDEX FDS
VALUE ETF
922908744
56
415
SH
DFND
1
0
0
415
CHEVRON CORP NEW
COM
166764100
15
150
SH
DFND
1
0
0
150
ZOETIS INC
CL A
98978V103
16
81
SH
DFND
1
0
0
81
LOCKHEED MARTIN CORP
COM
539830109
8
22
SH
DFND
1
0
0
22
AMERICAN ELEC PWR CO INC
COM
025537101
5
63
SH
DFND
1
0
0
63
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
98
660
SH
DFND
1
0
0
660
VISA INC
COM CL A
92826C839
12
52
SH
DFND
1
0
0
52
ISHARES TR
JPMORGAN USD EMG
464288281
14
131
SH
DFND
1
0
0
131
NIKE INC
CL B
654106103
126
867
SH
DFND
1
0
0
867
PFIZER INC
COM
717081103
5
113
SH
DFND
1
0
0
113
CISCO SYS INC
COM
17275R102
34
626
SH
DFND
1
0
0
626
STARBUCKS CORP
COM
855244109
17
150
SH
DFND
1
0
0
150
UNITEDHEALTH GROUP INC
COM
91324P102
11
28
SH
DFND
1
0
0
28
DISNEY WALT CO
COM
254687106
34
200
SH
DFND
1
0
0
200
EXPEDIA GROUP INC
COM NEW
30212P303
16
100
SH
DFND
1
0
0
100
INTEL CORP
COM
458140100
213
4000
SH
DFND
1
0
0
4000
ISHARES TR
RUS 1000 GRW ETF
464287614
44
160
SH
DFND
1
0
0
160
BRISTOL-MYERS SQUIBB CO
COM
110122108
9
150
SH
DFND
1
0
0
150
INTERNATIONAL BUSINESS MACHS
COM
459200101
133
960
SH
DFND
1
0
0
960
CHUBB LIMITED
COM
H1467J104
9
49
SH
DFND
1
0
0
49
MICRON TECHNOLOGY INC
COM
595112103
28
400
SH
DFND
1
0
0
400
PALO ALTO NETWORKS INC
COM
697435105
48
100
SH
DFND
1
0
0
100
LAS VEGAS SANDS CORP
COM
517834107
62
1700
SH
DFND
1
0
0
1700
CROWN CASTLE INTL CORP NEW
COM
22822V101
8
45
SH
DFND
1
0
0
45
ISHARES TR
CHINA LG-CAP ETF
464287184
58
1500
SH
DFND
1
0
0
1500
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
133
520
SH
DFND
1
0
0
520
WISDOMTREE TR
INDIA ERNGS FD
97717W422
56
1500
SH
DFND
1
0
0
1500
TARGET CORP
COM
87612E106
36
158
SH
DFND
1
0
0
158
QUALCOMM INC
COM
747525103
45
350
SH
DFND
1
0
0
350
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
2
52
SH
DFND
1
0
0
52
ISHARES TR
IBOXX INV CP ETF
464287242
40
300
SH
DFND
1
0
0
300
MERCK & CO INC
COM
58933Y105
7
91
SH
DFND
1
0
0
91
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
14
50
SH
DFND
1
0
0
50
BOEING CO
COM
097023105
88
400
SH
DFND
1
0
0
400
CARRIER GLOBAL CORPORATION
COM
14448C104
2
38
SH
DFND
1
0
0
38
CONSTELLATION BRANDS INC
CL A
21036P108
21
100
SH
DFND
1
0
0
100
ISHARES TR
CORE US AGGBD ET
464287226
22
191
SH
DFND
1
0
0
191
FORD MTR CO DEL
COM
345370860
14
1000
SH
DFND
1
0
0
1000
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
15
300
SH
DFND
1
0
0
300
PEPSICO INC
COM
713448108
7
44
SH
DFND
1
0
0
44
AMAZON COM INC
COM
023135106
230
70
SH
DFND
1
0
0
70
JPMORGAN CHASE & CO
COM
46625H100
27
166
SH
DFND
1
0
0
166
ALPHABET INC
CAP STK CL A
02079K305
160
60
SH
DFND
1
0
0
60
INVESCO QQQ TR
UNIT SER 1
46090E103
138
385
SH
DFND
1
0
0
385
NVIDIA CORPORATION
COM
67066G104
327
1580
SH
DFND
1
0
0
1580
AMGEN INC
COM
031162100
4
17
SH
DFND
1
0
0
17
DUKE ENERGY CORP NEW
COM NEW
26441C204
4
38
SH
DFND
1
0
0
38
BROADCOM INC
COM
11135F101
9
19
SH
DFND
1
0
0
19
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
23
150
SH
DFND
1
0
0
150
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
21
250
SH
DFND
1
0
0
250
WALMART INC
COM
931142103
7
50
SH
DFND
1
0
0
50
CIGNA CORP NEW
COM
125523100
14
70
SH
DFND
1
0
0
70
ISHARES TR
US HLTHCR PR ETF
464288828
26
100
SH
DFND
1
0
0
100
MCDONALDS CORP
COM
580135101
19
79
SH
DFND
1
0
0
79
UNION PAC CORP
COM
907818108
9
48
SH
DFND
1
0
0
48
GENERAL MTRS CO
COM
37045V100
11
200
SH
DFND
1
0
0
200
MICROSOFT CORP
COM
594918104
45
158
SH
DFND
1
0
0
158
3M CO
COM
88579Y101
2
13
SH
DFND
1
0
0
13
AT&T INC
COM
00206R102
115
4250
SH
DFND
1
0
0
4250
SALESFORCE COM INC
COM
79466L302
79
290
SH
DFND
1
0
0
290
ADVANCED MICRO DEVICES INC
COM
007903107
180
1750
SH
DFND
1
0
0
1750
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
46137V100
11
150
SH
DFND
1
0
0
150
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
26
600
SH
DFND
1
0
0
600
ISHARES TR
ISHARES BIOTECH
464287556
113
700
SH
DFND
1
0
0
700
V F CORP
COM
918204108
37
550
SH
DFND
1
0
0
550
VERIZON COMMUNICATIONS INC
COM
92343V104
4
78
SH
DFND
1
0
0
78
SPDR INDEX SHS FDS
ASIA PACIF ETF
78463X301
62
500
SH
DFND
1
0
0
500