Wealthstream-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LIF",
  "ACN",
  "ABBV",
  "BABA",
  null,
  "GOOGL",
  "ASML",
  "T",
  "ASX",
  null,
  "AVDE",
  "AVGO",
  "AVEM",
  "SAN",
  "COF",
  null,
  "LPL",
  null,
  null,
  "HLT",
  "HD",
  "IBN",
  "MCD",
  null,
  null,
  null,
  null,
  "QCOM",
  null,
  "META",
  "IVW",
  null,
  "IJH",
  null,
  "PMX",
  null,
  null,
  null,
  "ICF",
  null,
  null,
  "MMC",
  "MA",
  "MSFT",
  "MFG",
  "GE",
  "NVS",
  null,
  "AER",
  "AMP",
  "ORCL",
  null,
  null,
  "IWF",
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  "MRK",
  "MPW",
  "NMR",
  null,
  "IEFA",
  "SHEL",
  "SAP",
  null,
  "IBM",
  "SMFG",
  "TJX",
  "UL",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  null,
  "VWO",
  "IWV",
  null,
  null,
  null,
  null,
  "EME",
  "VIG",
  "LYG",
  null,
  "IWN",
  "SNY",
  "TSM",
  "AON",
  "SDY",
  "ELP",
  "ENIC",
  null,
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "HDB",
  null,
  "VUG",
  "VEA",
  "MGK",
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WIT",
  "WWD",
  null,
  "UMC",
  "G",
  "NOK",
  "RDY",
  "INFY",
  "ICL",
  "IUSV",
  "GEV",
  "MCK",
  "SPYV",
  "ESGU",
  "BRK-B",
  "CNI",
  "CFFN",
  "CBRE",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "EFA",
  "IWB",
  "MAR",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 164
Total Value: 534458433
Accession Number: 0001833780-25-000005
Form Type: 13F-HR
CIK: wealthstream-advisors
Manager Name: Wealthstream-Advisors

Data Enrichment

78% identified

128 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

164 positions • $534.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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NOKIA CORP

NOK|654902204

Shares:11.2K

Value:$59.2K

% of Portfolio:0.0% ($59.2K/$534.5M)

Capitol Federal Financial, Inc.

CFFN|14057J101

Shares:10.2K

Value:$57.0K

% of Portfolio:0.0% ($57.0K/$534.5M)

LG Display Co., Ltd.

LPL|50186V102

Shares:17.6K

Value:$54.7K

% of Portfolio:0.0% ($54.7K/$534.5M)

Enel Chile S.A.

ENIC|29278D105

Shares:13.4K

Value:$43.9K

% of Portfolio:0.0% ($43.9K/$534.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NOKIA CORP(NOKcusip654902204)	11.2K	QoQ +1.01% (+113) YoY NEW(+11.2K)	All Managers (Combined)	$59.2K	0.0% ($59.2K/$534.5M)	QoQ +20.17% (+$9.9K) YoY NEW(+$59.2K)
Capitol Federal Financial, Inc.(CFFNcusip14057J101)	10.2K	QoQ -4.35% (-464) YoY NEW(+10.2K)	All Managers (Combined)	$57.0K	0.0% ($57.0K/$534.5M)	QoQ -9.37% (-$5.9K) YoY NEW(+$57.0K)
LG Display Co., Ltd.(LPLcusip50186V102)	17.6K	QoQ NEW(+17.6K) YoY -33.24% (-8.8K)	All Managers (Combined)	$54.7K	0.0% ($54.7K/$534.5M)	QoQ NEW(+$54.7K) YoY -49.36% (-$53.4K)
Enel Chile S.A.(ENICcusip29278D105)	13.4K	QoQ +4.25% (+548) YoY NEW(+13.4K)	All Managers (Combined)	$43.9K	0.0% ($43.9K/$534.5M)	QoQ +18.37% (+$6.8K) YoY NEW(+$43.9K)