Avoid Fraud, Get The Facts, And Find The Best
Legal Name: WEALTHSTREET INVESTMENT ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 16, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
MICROSOFT CORP (594918104)
|
112,918 |
$15,126k |
|
|
INTEL CORP (458140100)
|
213,732 |
$10,231k |
|
|
CISCO SYSTEMS INC (17275R102)
|
129,793 |
$7,104k |
|
|
CIGNA CORP (125523100)
|
30,268 |
$4,769k |
|
|
ISHARES (464287556)
|
43,157 |
$4,708k |
|
|
LILLY ELI & CO (532457108)
|
36,700 |
$4,066k |
|
|
Exxon Mobil Corp (30231G102)
|
51,119 |
$3,917k |
|
|
STARBUCKS CORP (855244109)
|
43,216 |
$3,623k |
|
|
MONDELEZ INTL INC (609207105)
|
48,516 |
$2,615k |
|
|
SPDR SERIES TRUST (78464A409)
|
64,149 |
$2,485k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
56,462 |
$2,355k |
|
|
Alphabet Inc (02079K107)
|
2,058 |
$2,225k |
|
|
General Motors Co (37045V100)
|
56,156 |
$2,164k |
|
|
DOMINION ENERGY INC (25746U109)
|
26,398 |
$2,041k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
9,775 |
$2,000k |
|
|
TEXAS INSTRUMENTS (882508104)
|
17,000 |
$1,951k |
|
|
LAS VEGAS SANDS CORP (517834107)
|
28,640 |
$1,692k |
|
|
SBA COMMUNICATIONS CORP NEW (78410G104)
|
7,315 |
$1,645k |
|
|
ISHARES (464287234)
|
35,898 |
$1,540k |
|
|
MCDONALDS CORP (580135101)
|
7,408 |
$1,538k |
|
|
Linde PLC (G5494J103)
|
7,363 |
$1,478k |
|
|
BLACKSTONE GROUP (09253U108)
|
32,346 |
$1,437k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
8,940 |
$1,342k |
|
|
SELECT SECTOR SPDR TR (81369Y860)
|
34,863 |
$1,282k |
|
|
ISHARES TR (464287176)
|
10,761 |
$1,243k |
|
|
THE HERSHEY COMPANY (427866108)
|
9,200 |
$1,233k |
|
|
Sarepta Therapeutics Inc (803607100)
|
7,720 |
$1,173k |
|
|
VANGUARD GROUP (921908844)
|
9,491 |
$1,093k |
|
|
Pioneer Natural Resources Co (723787107)
|
6,975 |
$1,073k |
|
|
HOWARD HUGHES (44267D107)
|
8,271 |
$1,024k |
|
|
BAXTER INTL INC (071813109)
|
10,700 |
$876k |
|
|
UNION PAC CORP (907818108)
|
5,165 |
$873k |
|
|
WELLTOWER INC (95040Q104)
|
9,704 |
$791k |
|
|
3M CO (88579Y101)
|
4,463 |
$774k |
|
|
ISHARES (464288646)
|
14,450 |
$772k |
|
|
ENBRIDGE INC (29250N105)
|
18,908 |
$682k |
|
|
AMERICAN CAMPUS CMNTYS INC (024835100)
|
14,700 |
$679k |
|
|
American International Group (026874784)
|
12,008 |
$640k |
|
|
Halliburton Co (406216101)
|
23,829 |
$542k |
|
|
BB&T CORPORATION (054937107)
|
10,482 |
$515k |
|
|
J & J SNACK FOODS CORP (466032109)
|
3,000 |
$483k |
|
|
CITRIX SYS INC (177376100)
|
4,867 |
$478k |
|
|
PLAINS ALL AMERN PIP (726503105)
|
19,463 |
$474k |
|
|
KELLOGG CO (487836108)
|
8,675 |
$465k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
20,950 |
$448k |
|
|
ISHARES TR (464288851)
|
7,950 |
$446k |
|
|
ELECTRONIC ARTS INC (285512109)
|
3,702 |
$375k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q408)
|
5,601 |
$336k |
|
|
FORTIVE CORPORATION (34959J108)
|
3,440 |
$280k |
|
|
Bank of New York Mellon Corp. (064058100)
|
6,200 |
$274k |
|
|
CHARTER COMMUNICATIO (16119P108)
|
651 |
$257k |
|
|
MANPOWERGROUP (56418H100)
|
2,450 |
$237k |
|
|
Brookfield Property Partners (G16249107)
|
12,075 |
$229k |
|
|
PROCTER & GAMBLE CO (742718109)
|
1,404 |
$154k |
|
|
XCEL ENERGY INC (98389B100)
|
2,031 |
$121k |
|
|
CBL AND ASSOCIATES PPTYS (124830100)
|
86,521 |
$90k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
1,526 |
$87k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
345 |
$67k |
|
|
LSB INDS INC COM (502160104)
|
10,303 |
$40k |
|
|
Dow Inc (260557103)
|
667 |
$33k |
|
|
ISHARES (464287242)
|
217 |
$27k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
191 |
$21k |
|
|
Boeing Co/The (097023105)
|
30 |
$11k |
|
|
CROWN CASTLE INTL (22822V101)
|
45 |
$6k |
|
|
SPDR INDEX SHS FDS (78463X301)
|
50 |
$5k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.