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 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