0001580642-22-002227.txt : 20220425 0001580642-22-002227.hdr.sgml : 20220425 20220425140651 ACCESSION NUMBER: 0001580642-22-002227 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220425 DATE AS OF CHANGE: 20220425 EFFECTIVENESS DATE: 20220425 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: 22849193 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 03-31-2022 03-31-2022 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 04-19-2022 1 71 3714 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 213 1946 SH DFND 1 0 0 1946 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 72 660 SH DFND 1 0 0 660 ALPHABET INC CAP STK CL A 02079K305 167 60 SH DFND 1 0 0 60 AMAZON COM INC COM 023135106 228 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 171 980 SH DFND 1 0 0 980 AT&T INC COM 00206R102 65 2750 SH DFND 1 0 0 2750 BOEING CO COM 097023105 77 400 SH DFND 1 0 0 400 BRISTOL-MYERS SQUIBB CO COM 110122108 11 150 SH DFND 1 0 0 150 BROADCOM INC COM 11135F101 12 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 24 150 SH DFND 1 0 0 150 CHUBB LIMITED COM H1467J104 10 49 SH DFND 1 0 0 49 CIGNA CORP NEW COM 125523100 17 70 SH DFND 1 0 0 70 CISCO SYS INC COM 17275R102 35 626 SH DFND 1 0 0 626 CONSTELLATION BRANDS INC CL A 21036P108 23 100 SH DFND 1 0 0 100 CROWN CASTLE INTL CORP NEW COM 22822V101 8 45 SH DFND 1 0 0 45 DISNEY WALT CO COM 254687106 27 200 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 20 100 SH DFND 1 0 0 100 FORD MTR CO DEL COM 345370860 17 1000 SH DFND 1 0 0 1000 GENERAL MTRS CO COM 37045V100 9 200 SH DFND 1 0 0 200 INTEL CORP COM 458140100 198 4000 SH DFND 1 0 0 4000 INTERNATIONAL BUSINESS MACHS COM 459200101 151 1160 SH DFND 1 0 0 1160 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 12 150 SH DFND 1 0 0 150 INVESCO QQQ TR UNIT SER 1 46090E103 140 385 SH DFND 1 0 0 385 ISHARES TR RUS 1000 GRW ETF 464287614 44 160 SH DFND 1 0 0 160 ISHARES TR CHINA LG-CAP ETF 464287184 38 1200 SH DFND 1 0 0 1200 ISHARES TR CORE US AGGBD ET 464287226 20 191 SH DFND 1 0 0 191 ISHARES TR IBOXX INV CP ETF 464287242 36 300 SH DFND 1 0 0 300 ISHARES TR US HLTHCR PR ETF 464288828 28 100 SH DFND 1 0 0 100 ISHARES TR ISHARES BIOTECH 464287556 91 700 SH DFND 1 0 0 700 JPMORGAN CHASE & CO COM 46625H100 23 166 SH DFND 1 0 0 166 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 2 166 SH DFND 1 0 0 166 LAS VEGAS SANDS CORP COM 517834107 66 1700 SH DFND 1 0 0 1700 LOCKHEED MARTIN CORP COM 539830109 10 22 SH DFND 1 0 0 22 MARVELL TECHNOLOGY INC COM 573874104 122 1700 SH DFND 1 0 0 1700 MCDONALDS CORP COM 580135101 20 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 31 400 SH DFND 1 0 0 400 MICROSOFT CORP COM 594918104 49 158 SH DFND 1 0 0 158 NIKE INC CL B 654106103 117 867 SH DFND 1 0 0 867 NVIDIA CORPORATION COM 67066G104 431 1580 SH DFND 1 0 0 1580 PALO ALTO NETWORKS INC COM 697435105 62 100 SH DFND 1 0 0 100 PEPSICO INC COM 713448108 7 44 SH DFND 1 0 0 44 PFIZER INC COM 717081103 6 113 SH DFND 1 0 0 113 QUALCOMM INC COM 747525103 53 350 SH DFND 1 0 0 350 RAYTHEON TECHNOLOGIES CORP COM 75513E101 25 250 SH DFND 1 0 0 250 SALESFORCE COM INC COM 79466L302 62 290 SH DFND 1 0 0 290 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 23 600 SH DFND 1 0 0 600 SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 55 500 SH DFND 1 0 0 500 STARBUCKS CORP COM 855244109 14 150 SH DFND 1 0 0 150 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 23 150 SH DFND 1 0 0 150 TARGET CORP COM 87612E106 34 158 SH DFND 1 0 0 158 UNION PAC CORP COM 907818108 13 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 31 550 SH DFND 1 0 0 550 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 140 520 SH DFND 1 0 0 520 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 2 52 SH DFND 1 0 0 52 VANGUARD INDEX FDS GROWTH ETF 922908736 95 332 SH DFND 1 0 0 332 VANGUARD INDEX FDS VALUE ETF 922908744 61 415 SH DFND 1 0 0 415 VANGUARD INDEX FDS SML CP GRW ETF 922908595 12 50 SH DFND 1 0 0 50 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 14 300 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 12 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 54 1500 SH DFND 1 0 0 1500 WYNN RESORTS LTD COM 983134107 16 200 SH DFND 1 0 0 200 ZOETIS INC CL A 98978V103 15 81 SH DFND 1 0 0 81