Investments: Wealthstream Advisors, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Wealthstream Advisors, Inc.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
172.464.270 $+19.840.755 $
+115,7 %
149.730.873 $+10.123.921 $
+80,2 %
ISHARES TR33.082.424 $+31.931.529 $
+2.774,5 %
31.031.232 $+28.588.013 $
+1.170,1 %
Avantis All Equity Markets14.131.995 $+13.860.003 $
+5.095,7 %
12.701.128 $+12.304.511 $
+3.102,4 %
VANGUARD GROUP INC10.079.246 $+263.143 $
+2,7 %
9.816.103 $+720.563 $
+7,9 %
BlackRock Fund Advisors9.429.218 $+356.611 $
+3,9 %
9.072.607 $+728.196 $
+8,7 %
Life360, Inc.LIF7.712.384 $+3.696.834 $
+92,1 %
4.015.550 $+1.350.862 $
+50,7 %
MICROSOFT CORPMSFT7.297.612 $+449.963 $
+6,6 %
6.847.649 $+2.168.184 $
+46,3 %
FLEXSHARES TR6.001.745 $+5.867.436 $
+4.368,6 %
4.876.494 $-26.154.738 $
-84,3 %
NVIDIA CORPNVDA5.888.532 $+1.298.076 $
+28,3 %
4.590.456 $+1.783.267 $
+63,5 %
Alphabet Inc.GOOGL5.825.726 $+1.733.951 $
+42,4 %
4.091.775 $+310.806 $
+8,2 %
Apple Inc.AAPL4.924.554 $+1.119.695 $
+29,4 %
3.804.859 $-216.562 $
-5,4 %
iSHARES TRUST3.955.605 $-62.509 $
-1,6 %
4.018.114 $+65.255 $
+1,7 %
AMAZON COM INCAMZN3.400.987 $+218.229 $
+6,9 %
3.182.758 $+639.304 $
+25,1 %
Meta Platforms, Inc.META2.770.221 $+128.279 $
+4,9 %
2.641.942 $+814.056 $
+44,5 %
ISHARES INC2.682.942 $+1.502.787 $
+127,3 %
2.443.219 $+2.319.142 $
+1.869,1 %
Cambridge Investment Research Advisors, Inc.2.391.968 $+2.391.968 $
TENET HEALTHCARE CORPTHC2.360.336 $+2.360.336 $
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM1.841.130 $+501.401 $
+37,4 %
1.339.729 $+473.013 $
+54,6 %
Broadcom Inc.AVGO1.621.306 $+262.520 $
+19,3 %
1.358.786 $+677.783 $
+99,5 %
JPMORGAN CHASE & COJPM1.469.164 $+186.412 $
+14,5 %
1.282.752 $+235.849 $
+22,5 %
GENERAL ELECTRIC COGE1.451.979 $+216.832 $
+17,6 %
1.235.147 $+249.861 $
+25,4 %
NETFLIX INCNFLX1.311.618 $-115.895 $
-8,1 %
1.427.513 $+513.634 $
+56,2 %
Tesla, Inc.TSLA1.373.271 $+468.910 $
+51,8 %
904.361 $+275.135 $
+43,7 %
BERKSHIRE HATHAWAY INCBRK-B1.371.977 $+109.461 $
+8,7 %
1.262.516 $-96.096 $
-7,1 %
ELI LILLY & CoLLY1.355.142 $+128.106 $
+10,4 %
1.227.036 $+137.531 $
+12,6 %
GOLDMAN SACHS GROUP INCGS1.211.662 $+148.962 $
+14,0 %
1.062.700 $+353.878 $
+49,9 %
SCHWAB STRATEGIC TR1.180.155 $-4.821.590 $
-80,3 %
949.944 $-145.138 $
-13,3 %
VANGUARD TAX-MANAGED INTL FD1.150.895 $+904.982 $
+368,0 %
1.096.154 $+831.529 $
+314,2 %
SPDR SER TR1.149.709 $-31.932.715 $
-96,5 %
1.095.082 $-3.781.412 $
-77,5 %
COSTCO WHOLESALE CORP /NEWCOST955.242 $-53.498 $
-5,3 %
1.008.740 $+105.481 $
+11,7 %
iShares, Inc.1.000.537 $+86.100 $
+9,4 %
914.437 $+107.872 $
+13,4 %
ORACLE CORPORCL993.802 $+378.873 $
+61,6 %
614.929 $+336.058 $
+120,5 %
GE Vernova Inc.GEV967.254 $+135.416 $
+16,3 %
831.838 $+378.187 $
+83,4 %
HOME DEPOT, INC.HD867.861 $+111.900 $
+14,8 %
755.961 $+75.439 $
+11,1 %
FIRST TRUST EXCHANGE-TRADED FUND773.758 $+29.061 $
+3,9 %
744.697 $+130.452 $
+21,2 %
VISA INC.V694.286 $+5.573 $
+0,8 %
688.713 $+189.040 $
+37,8 %
WELLS FARGO & COMPANY/MNWFC687.672 $+51.988 $
+8,2 %
635.684 $+112.755 $
+21,6 %
UNITEDHEALTH GROUP INCUNH677.317 $+76.207 $
+12,7 %
601.110 $-404.110 $
-40,2 %
BlackRock Finance, Inc.670.393 $+53.683 $
+8,7 %
616.710 $+257.790 $
+71,8 %
MARRIOTT INTERNATIONAL INC /MD/MAR613.584 $-28.993 $
-4,5 %
642.577 $+93.776 $
+17,1 %
INVESCO QQQ TRUST, SERIES 1QQQ606.831 $+53.116 $
+9,6 %
553.715 $+81.277 $
+17,2 %
PROSHARES TRUST591.621 $+57.463 $
+10,8 %
534.158 $+82.588 $
+18,3 %
Walmart Inc.WMT566.603 $+65.598 $
+13,1 %
501.005 $+179.009 $
+55,6 %
ASML HOLDING NVASML516.020 $+133.734 $
+35,0 %
382.286 $+89.384 $
+30,5 %
EXXON MOBIL CORPXOM513.935 $+64.389 $
+14,3 %
449.546 $-218.882 $
-32,7 %
CAPITAL ONE FINANCIAL CORPCOF501.244 $-8.084 $
-1,6 %
509.328 $+220.671 $
+76,4 %
Mastercard IncMA501.218 $+42.018 $
+9,2 %
459.200 $+112.696 $
+32,5 %
AerCap Holdings N.V.AER493.559 $+23.687 $
+5,0 %
469.872 $+102.469 $
+27,9 %
AbbVie Inc.ABBV487.933 $+109.763 $
+29,0 %
378.170 $-21.298 $
-5,3 %
EMCOR Group, Inc.EME483.270 $+97.604 $
+25,3 %
385.666 $+128.027 $
+49,7 %
JOHNSON & JOHNSONJNJ475.736 $+154.871 $
+48,3 %
320.865 $-15.887 $
-4,7 %
Palantir Technologies Inc.PLTR460.428 $+140.485 $
+43,9 %
319.943 $+319.943 $
INTERNATIONAL BUSINESS MACHINES CORPIBM457.827 $+29.341 $
+6,8 %
428.486 $-289.290 $
-40,3 %
Shell plcSHEL452.149 $+39.116 $
+9,5 %
413.033 $+15.871 $
+4,0 %
BANK OF AMERICA CORP /DE/BAC430.956 $+43.193 $
+11,1 %
387.763 $+387.763 $
HDFC BANK LTDHDB413.302 $-11.680 $
-2,7 %
424.982 $+136.034 $
+47,1 %
Hilton Worldwide Holdings Inc.HLT411.991 $-10.424 $
-2,5 %
422.415 $+95.426 $
+29,2 %
VANGUARD SPECIALIZED FUNDS418.166 $-13.713.829 $
-97,0 %
396.617 $+165.381 $
+71,5 %
Aon plcAON399.026 $-201 $
-0,1 %
399.227 $+4.513 $
+1,1 %
Banco Santander, S.A.SAN395.075 $+120.702 $
+44,0 %
274.373 $+35.732 $
+15,0 %
COCA COLA COKO343.853 $-49.783 $
-12,6 %
393.636 $+92.277 $
+30,6 %
Woodward, Inc.WWD392.459 $+22.128 $
+6,0 %
370.331 $+136.196 $
+58,2 %
ICICI BANK LTDIBN382.599 $+9.623 $
+2,6 %
372.976 $+50.045 $
+15,5 %
Alibaba Group Holding LtdBABA377.299 $+174.862 $
+86,4 %
202.437 $-5.957 $
-2,9 %
Motorola Solutions, Inc.MSI369.494 $+47.419 $
+14,7 %
322.075 $-11.977 $
-3,6 %
SAP SESAP284.661 $-67.580 $
-19,2 %
352.241 $+130.964 $
+59,2 %
VANGUARD CHARLOTTE FDS336.954 $-2.345.988 $
-87,4 %
337.009 $-12.364.119 $
-97,3 %
RTX CorpRTX326.120 $+53.214 $
+19,5 %
272.906 $+272.906 $
PROCTER & GAMBLE CoPG275.002 $-50.923 $
-15,6 %
325.925 $+31.264 $
+10,6 %
AMERIPRISE FINANCIAL INCAMP300.183 $-24.357 $
-7,5 %
324.540 $+37.434 $
+13,0 %
TJX COMPANIES INC /DE/TJX324.483 $+57.876 $
+21,7 %
266.607 $+61.969 $
+30,3 %
WOORI FINANCIAL GROUP INC.WF321.698 $+61.895 $
+23,8 %
259.803 $+259.803 $
CHEVRON CORPCVX321.286 $+72.525 $
+29,2 %
248.761 $-43.876 $
-15,0 %
UNITED RENTALS, INC.URI319.818 $+74.204 $
+30,2 %
245.614 $+39.425 $
+19,1 %
Accenture plcACN209.023 $-105.863 $
-33,6 %
314.886 $+40.129 $
+14,6 %
NOVARTIS AGNVS308.021 $+69.037 $
+28,9 %
238.984 $+26.513 $
+12,5 %
INVESCO EXCHANGE TRADED FD T307.971 $-110.195 $
-26,4 %
280.127 $-669.817 $
-70,5 %
MCDONALDS CORPMCD302.310 $+20.717 $
+7,4 %
281.593 $+3.334 $
+1,2 %
DR REDDYS LABORATORIES LTDRDY297.187 $+31.486 $
+11,9 %
265.701 $+112.393 $
+73,3 %
ServiceNow, Inc.NOW217.186 $-75.817 $
-25,9 %
293.003 $+293.003 $
HSBC HOLDINGS PLCHSBC287.209 $+68.830 $
+31,5 %
218.379 $+218.379 $
PROGRESSIVE CORP/OH/PGR274.412 $-9.048 $
-3,2 %
283.460 $+40.579 $
+16,7 %
AMERICAN EXPRESS COAXP282.718 $+21.745 $
+8,3 %
260.973 $+260.973 $
CBRE GROUP, INC.CBRE277.621 $+37.736 $
+15,7 %
239.885 $+20.567 $
+9,4 %
ABBOTT LABORATORIESABT273.628 $-3.820 $
-1,4 %
277.448 $+277.448 $
INVESCO EXCH TRADED FD TR II271.992 $-64.962 $
-19,3 %
264.625 $-15.502 $
-5,5 %
Evercore Inc.EVR271.880 $+56.944 $
+26,5 %
214.936 $+214.936 $
Philip Morris International Inc.PM256.600 $-11.313 $
-4,2 %
267.913 $-135.786 $
-33,6 %
BlackRock, Inc.BLK265.818 $+40.229 $
+17,8 %
225.589 $+225.589 $
Genpact LTDG246.648 $-18.248 $
-6,9 %
264.896 $-54.312 $
-17,0 %
ADVANCED MICRO DEVICES INCAMD262.262 $+262.262 $
ING GROEP NVING261.522 $+261.522 $
QUALCOMM INC/DEQCOM255.458 $+10.903 $
+4,5 %
244.555 $-78.575 $
-24,3 %
CHUNGHWA TELECOM CO LTDCHT254.915 $+18.462 $
+7,8 %
236.453 $+236.453 $
Infosys LtdINFY212.405 $-40.011 $
-15,9 %
252.416 $+42.650 $
+20,3 %
CISCO SYSTEMS, INC.CSCO250.624 $+31.798 $
+14,5 %
218.826 $-8.700 $
-3,8 %
Lloyds Banking Group plcLYG250.118 $+39.063 $
+18,5 %
211.055 $+42.268 $
+25,0 %
UBS Group AGUBS249.727 $+249.727 $
VANGUARD STAR FDS245.913 $-91.096 $
-27,0 %
231.236 $-864.918 $
-78,9 %
INTUIT INC.INTU210.342 $-35.406 $
-14,4 %
245.748 $+245.748 $
APPLIED MATERIALS INC /DEAMAT240.030 $+37.671 $
+18,6 %
202.359 $+202.359 $
STRYKER CORPSYK225.516 $-13.463 $
-5,6 %
238.979 $+238.979 $
SCHWAB CHARLES CORPSCHW233.532 $-5.255 $
-2,2 %
238.787 $+238.787 $
DEUTSCHE BANK AKTIENGESELLSCHAFTDB234.697 $+234.697 $
SPDR GOLD TRUSTGLD233.899 $+33.321 $
+16,6 %
200.578 $+200.578 $
SUMITOMO MITSUI FINANCIAL GROUP, INC.SMFG233.473 $+54.435 $
+30,4 %
179.038 $-375 $
-0,2 %
CANADIAN NATIONAL RAILWAY COCNI209.882 $-23.238 $
-10,0 %
233.120 $+31.973 $
+15,9 %
BARCLAYS PLCBCS225.964 $+225.964 $
LINDE PLCLIN225.640 $+11.210 $
+5,2 %
214.430 $+214.430 $
LAM RESEARCH CORPLRCX221.716 $+221.716 $
FASTENAL COFAST217.790 $+217.790 $
AT&T INC.T216.347 $+10.613 $
+5,2 %
205.734 $-149.187 $
-42,0 %
LG Display Co., Ltd.LPL211.561 $+114.566 $
+118,1 %
96.995 $+42.250 $
+77,2 %
WIPRO LTDWIT205.782 $-4.501 $
-2,1 %
210.283 $+18.635 $
+9,7 %
AGNICO EAGLE MINES LTDAEM205.643 $+205.643 $
KB Financial Group Inc.KB205.368 $+205.368 $
Sony Group CorpSONY204.582 $+204.582 $
MIZUHO FINANCIAL GROUP INCMFG204.314 $+56.520 $
+38,2 %
147.794 $-746 $
-0,5 %
British American Tobacco p.l.c.BTI202.606 $+202.606 $
LOCKHEED MARTIN CORPLMT200.882 $+200.882 $
Booking Holdings Inc.BKNG200.826 $+200.826 $
BANK OF NOVA SCOTIABNS200.027 $+200.027 $
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.BBVA199.931 $+199.931 $
ASE Technology Holding Co., Ltd.ASX194.896 $+43.448 $
+28,7 %
151.448 $+27.249 $
+21,9 %
UNITED MICROELECTRONICS CORPUMC178.782 $-14.036 $
-7,3 %
192.818 $+75.093 $
+63,8 %
KOREA ELECTRIC POWER CORPKEP164.352 $-4.634 $
-2,7 %
168.986 $+168.986 $
COMPANHIA PARANAENSE ENERG C134.309 $-1.015.400 $
-88,3 %
124.077 $-11.010.951 $
-98,9 %
PIMCO MUNICIPAL INCOME FUND IIPML107.489 $+107.489 $
PIMCO MUNICIPAL INCOME FUND III101.288 $-4.429 $
-4,2 %
NOMURA HOLDINGS INCNMR99.366 $+17.070 $
+20,7 %
82.296 $-7.143 $
-8,0 %
Empire State Realty Trust, Inc.ESRT77.686 $-16.083 $
-17,2 %
93.769 $+93.769 $
ICL Group Ltd.ICL81.937 $+2.070 $
+2,6 %
79.867 $+14.056 $
+21,4 %
Enel Chile S.A.ENIC76.178 $+19.013 $
+33,3 %
57.165 $+13.249 $
+30,2 %
Capitol Federal Financial, Inc.CFFN65.094 $+8.092 $
+14,2 %
TURKCELL ILETISIM HIZMETLERI A STKC64.901 $+64.901 $
NOKIA CORPNOK52.697 $-10.264 $
-16,3 %
62.961 $+3.797 $
+6,4 %
ULTRAPAR HOLDINGS INCUGP61.316 $+15.262 $
+33,1 %
46.054 $+46.054 $
MEDICAL PROPERTIES TRUST INCMPT59.694 $+10.944 $
+22,4 %
48.750 $-17.888 $
-26,8 %
GERDAU S.A.GGB32.212 $+32.212 $
ENERGY CO OF MINAS GERAISCIG32.171 $+8.410 $
+35,4 %
23.761 $+23.761 $
172.464.270 $+19.840.755 $
+115,7 %
149.730.873 $+10.123.921 $
+80,2 %
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