Legal Name: WEALTHSTREET INVESTMENT ADVISORS, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 16, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
