0001580642-22-000280.txt : 20220118 0001580642-22-000280.hdr.sgml : 20220118 20220118125001 ACCESSION NUMBER: 0001580642-22-000280 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220118 DATE AS OF CHANGE: 20220118 EFFECTIVENESS DATE: 20220118 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: 22534499 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 12-31-2021 12-31-2021 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 01-18-2022 1 71 4053 1 0001750924 028-19208 VisionPoint Advisory Group, LLC INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 2 13 SH DFND 1 0 0 13 ADVANCED MICRO DEVICES INC COM 007903107 252 1750 SH DFND 1 0 0 1750 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 78 660 SH DFND 1 0 0 660 ALPHABET INC CAP STK CL A 02079K305 174 60 SH DFND 1 0 0 60 AMAZON COM INC COM 023135106 233 70 SH DFND 1 0 0 70 AMERICAN ELEC PWR CO INC COM 025537101 6 63 SH DFND 1 0 0 63 AMGEN INC COM 031162100 4 17 SH DFND 1 0 0 17 APPLE INC COM 037833100 174 980 SH DFND 1 0 0 980 AT&T INC COM 00206R102 80 3250 SH DFND 1 0 0 3250 BOEING CO COM 097023105 81 400 SH DFND 1 0 0 400 BRISTOL-MYERS SQUIBB CO COM 110122108 9 150 SH DFND 1 0 0 150 BROADCOM INC COM 11135F101 13 19 SH DFND 1 0 0 19 CARRIER GLOBAL CORPORATION COM 14448C104 2 38 SH DFND 1 0 0 38 CHEVRON CORP NEW COM 166764100 18 150 SH DFND 1 0 0 150 CHUBB LIMITED COM H1467J104 9 49 SH DFND 1 0 0 49 CIGNA CORP NEW COM 125523100 16 70 SH DFND 1 0 0 70 CISCO SYS INC COM 17275R102 40 626 SH DFND 1 0 0 626 CONSTELLATION BRANDS INC CL A 21036P108 25 100 SH DFND 1 0 0 100 CROWN CASTLE INTL CORP NEW COM 22822V101 9 45 SH DFND 1 0 0 45 DISNEY WALT CO COM 254687106 31 200 SH DFND 1 0 0 200 DUKE ENERGY CORP NEW COM NEW 26441C204 4 38 SH DFND 1 0 0 38 EXPEDIA GROUP INC COM NEW 30212P303 18 100 SH DFND 1 0 0 100 FORD MTR CO DEL COM 345370860 21 1000 SH DFND 1 0 0 1000 GENERAL MTRS CO COM 37045V100 12 200 SH DFND 1 0 0 200 INTEL CORP COM 458140100 206 4000 SH DFND 1 0 0 4000 INTERNATIONAL BUSINESS MACHS COM 459200101 155 1160 SH DFND 1 0 0 1160 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 11 150 SH DFND 1 0 0 150 INVESCO QQQ TR UNIT SER 1 46090E103 153 385 SH DFND 1 0 0 385 ISHARES TR RUS 1000 GRW ETF 464287614 49 160 SH DFND 1 0 0 160 ISHARES TR ISHARES BIOTECH 464287556 107 700 SH DFND 1 0 0 700 ISHARES TR CORE US AGGBD ET 464287226 22 191 SH DFND 1 0 0 191 ISHARES TR CHINA LG-CAP ETF 464287184 55 1500 SH DFND 1 0 0 1500 ISHARES TR IBOXX INV CP ETF 464287242 40 300 SH DFND 1 0 0 300 ISHARES TR JPMORGAN USD EMG 464288281 14 131 SH DFND 1 0 0 131 ISHARES TR US HLTHCR PR ETF 464288828 29 100 SH DFND 1 0 0 100 JPMORGAN CHASE & CO COM 46625H100 26 166 SH DFND 1 0 0 166 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 4 232 SH DFND 1 0 0 232 LAS VEGAS SANDS CORP COM 517834107 64 1700 SH DFND 1 0 0 1700 LOCKHEED MARTIN CORP COM 539830109 8 22 SH DFND 1 0 0 22 MARVELL TECHNOLOGY INC COM 573874104 149 1700 SH DFND 1 0 0 1700 MCDONALDS CORP COM 580135101 21 79 SH DFND 1 0 0 79 MERCK & CO INC COM 58933Y105 7 91 SH DFND 1 0 0 91 MICRON TECHNOLOGY INC COM 595112103 37 400 SH DFND 1 0 0 400 MICROSOFT CORP COM 594918104 53 158 SH DFND 1 0 0 158 NIKE INC CL B 654106103 145 867 SH DFND 1 0 0 867 NVIDIA CORPORATION COM 67066G104 465 1580 SH DFND 1 0 0 1580 PALO ALTO NETWORKS INC COM 697435105 56 100 SH DFND 1 0 0 100 PEPSICO INC COM 713448108 8 44 SH DFND 1 0 0 44 PFIZER INC COM 717081103 7 113 SH DFND 1 0 0 113 QUALCOMM INC COM 747525103 64 350 SH DFND 1 0 0 350 RAYTHEON TECHNOLOGIES CORP COM 75513E101 22 250 SH DFND 1 0 0 250 SALESFORCE COM INC COM 79466L302 74 290 SH DFND 1 0 0 290 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 25 600 SH DFND 1 0 0 600 SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 61 500 SH DFND 1 0 0 500 STARBUCKS CORP COM 855244109 18 150 SH DFND 1 0 0 150 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 27 150 SH DFND 1 0 0 150 TARGET CORP COM 87612E106 37 158 SH DFND 1 0 0 158 UNION PAC CORP COM 907818108 12 48 SH DFND 1 0 0 48 UNITEDHEALTH GROUP INC COM 91324P102 14 28 SH DFND 1 0 0 28 V F CORP COM 918204108 40 550 SH DFND 1 0 0 550 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 161 520 SH DFND 1 0 0 520 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 2 52 SH DFND 1 0 0 52 VANGUARD INDEX FDS SML CP GRW ETF 922908595 14 50 SH DFND 1 0 0 50 VANGUARD INDEX FDS VALUE ETF 922908744 61 415 SH DFND 1 0 0 415 VANGUARD INDEX FDS GROWTH ETF 922908736 107 332 SH DFND 1 0 0 332 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 15 300 SH DFND 1 0 0 300 VERIZON COMMUNICATIONS INC COM 92343V104 4 78 SH DFND 1 0 0 78 VISA INC COM CL A 92826C839 11 52 SH DFND 1 0 0 52 WALMART INC COM 931142103 7 50 SH DFND 1 0 0 50 WISDOMTREE TR INDIA ERNGS FD 97717W422 55 1500 SH DFND 1 0 0 1500 ZOETIS INC CL A 98978V103 20 81 SH DFND 1 0 0 81