Wealthstreet Investment Advisors, LLC Buys Bristol-Myers Squibb Company, Intel Corp, BTC iShares Russell 2000 ETF, Sells BTC iShares U.S. Healthcare Providers ETF, Cisco Systems Inc, Wynn Resorts

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Investment company Wealthstreet Investment Advisors, LLC (Current Portfolio) buys Bristol-Myers Squibb Company, Intel Corp, BTC iShares Russell 2000 ETF, Alibaba Group Holding, BTC iShares S&P 500 Growth ETF, sells BTC iShares U.S. Healthcare Providers ETF, Cisco Systems Inc, Wynn Resorts, JPMorgan Ultra-Short Income ETF, VanEck Vectors Semiconductor ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Wealthstreet Investment Advisors, LLC. As of 2020Q4, Wealthstreet Investment Advisors, LLC owns 335 stocks with a total value of $979 million. These are the details of the buys and sells.

For the details of Wealthstreet Investment Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealthstreet+investment+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Wealthstreet Investment Advisors, LLC
  1. Apple Inc (AAPL) - 521,873 shares, 7.07% of the total portfolio. Shares reduced by 2.14%
  2. Visa Inc (V) - 125,089 shares, 2.80% of the total portfolio. Shares reduced by 2.44%
  3. Microsoft Corp (MSFT) - 114,670 shares, 2.61% of the total portfolio. Shares reduced by 0.7%
  4. Amazon.com Inc (AMZN) - 7,333 shares, 2.44% of the total portfolio. Shares added by 0.25%
  5. NVIDIA Corp (NVDA) - 44,943 shares, 2.40% of the total portfolio. Shares reduced by 0.48%
New Purchase: Bristol-Myers Squibb Company (BMY)

Wealthstreet Investment Advisors, LLC initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $57.74 and $65.43, with an estimated average price of $61.53. The stock is now traded at around $66.070000. The impact to a portfolio due to this purchase was 1.8%. The holding were 284,659 shares as of 2020-12-31.

New Purchase: Intel Corp (INTC)

Wealthstreet Investment Advisors, LLC initiated holding in Intel Corp. The purchase prices were between $44.11 and $54.58, with an estimated average price of $48.73. The stock is now traded at around $58.588800. The impact to a portfolio due to this purchase was 1.28%. The holding were 252,468 shares as of 2020-12-31.

New Purchase: BTC iShares Russell 2000 ETF (IWM)

Wealthstreet Investment Advisors, LLC initiated holding in BTC iShares Russell 2000 ETF. The purchase prices were between $152.37 and $199.14, with an estimated average price of $174.93. The stock is now traded at around $214.350000. The impact to a portfolio due to this purchase was 0.16%. The holding were 8,132 shares as of 2020-12-31.

New Purchase: BTC iShares S&P 500 Growth ETF (IVW)

Wealthstreet Investment Advisors, LLC initiated holding in BTC iShares S&P 500 Growth ETF. The purchase prices were between $56.04 and $63.82, with an estimated average price of $60.56. The stock is now traded at around $65.390000. The impact to a portfolio due to this purchase was 0.15%. The holding were 22,832 shares as of 2020-12-31.

New Purchase: Switchback Energy Acquisition Corp (SBE)

Wealthstreet Investment Advisors, LLC initiated holding in Switchback Energy Acquisition Corp. The purchase prices were between $13.23 and $46.1, with an estimated average price of $25.75. The stock is now traded at around $39.850000. The impact to a portfolio due to this purchase was 0.08%. The holding were 19,368 shares as of 2020-12-31.

New Purchase: Unilever PLC (UL)

Wealthstreet Investment Advisors, LLC initiated holding in Unilever PLC. The purchase prices were between $56.83 and $63.44, with an estimated average price of $60.27. The stock is now traded at around $59.492000. The impact to a portfolio due to this purchase was 0.05%. The holding were 8,500 shares as of 2020-12-31.

Added: Alibaba Group Holding Ltd (BABA)

Wealthstreet Investment Advisors, LLC added to a holding in Alibaba Group Holding Ltd by 41.22%. The purchase prices were between $222 and $317.14, with an estimated average price of $276.59. The stock is now traded at around $267.610000. The impact to a portfolio due to this purchase was 0.16%. The holding were 22,734 shares as of 2020-12-31.

Added: CSIM Schwab US Dividend Equity ETF (SCHD)

Wealthstreet Investment Advisors, LLC added to a holding in CSIM Schwab US Dividend Equity ETF by 122.04%. The purchase prices were between $54.8 and $65.16, with an estimated average price of $61.01. The stock is now traded at around $66.349900. The impact to a portfolio due to this purchase was 0.13%. The holding were 36,088 shares as of 2020-12-31.

Added: Salesforce.com Inc (CRM)

Wealthstreet Investment Advisors, LLC added to a holding in Salesforce.com Inc by 39.18%. The purchase prices were between $220.15 and $267.07, with an estimated average price of $242.81. The stock is now traded at around $223.180000. The impact to a portfolio due to this purchase was 0.12%. The holding were 18,065 shares as of 2020-12-31.

Added: Teladoc Health Inc (TDOC)

Wealthstreet Investment Advisors, LLC added to a holding in Teladoc Health Inc by 38.55%. The purchase prices were between $172.44 and $231.8, with an estimated average price of $202.94. The stock is now traded at around $247.580000. The impact to a portfolio due to this purchase was 0.11%. The holding were 19,074 shares as of 2020-12-31.

Added: BTC iShares iBoxx USD Investment Grade Corporate B (LQD)

Wealthstreet Investment Advisors, LLC added to a holding in BTC iShares iBoxx USD Investment Grade Corporate B by 31.08%. The purchase prices were between $133.73 and $138.48, with an estimated average price of $136.26. The stock is now traded at around $136.360000. The impact to a portfolio due to this purchase was 0.1%. The holding were 29,754 shares as of 2020-12-31.

Added: BTC iShares MSCI Emerging Markets ETF (EEM)

Wealthstreet Investment Advisors, LLC added to a holding in BTC iShares MSCI Emerging Markets ETF by 41.88%. The purchase prices were between $43.54 and $51.7, with an estimated average price of $47.75. The stock is now traded at around $56.240000. The impact to a portfolio due to this purchase was 0.08%. The holding were 49,393 shares as of 2020-12-31.

Sold Out: Wynn Resorts Ltd (WYNN)

Wealthstreet Investment Advisors, LLC sold out a holding in Wynn Resorts Ltd. The sale prices were between $69.01 and $115.93, with an estimated average price of $93.04.

Sold Out: VMware Inc (VMW)

Wealthstreet Investment Advisors, LLC sold out a holding in VMware Inc. The sale prices were between $127 and $155.66, with an estimated average price of $143.15.

Sold Out: Pioneer Municipal High Income Trust (MHI)

Wealthstreet Investment Advisors, LLC sold out a holding in Pioneer Municipal High Income Trust. The sale prices were between $11.33 and $12.44, with an estimated average price of $11.91.

Sold Out: Lam Research Corp (LRCX)

Wealthstreet Investment Advisors, LLC sold out a holding in Lam Research Corp. The sale prices were between $328.71 and $511.66, with an estimated average price of $423.29.

Sold Out: Annaly Capital Management Inc (NLY)

Wealthstreet Investment Advisors, LLC sold out a holding in Annaly Capital Management Inc. The sale prices were between $6.98 and $8.56, with an estimated average price of $7.76.

Sold Out: Taubman Centers Inc (TCO)

Wealthstreet Investment Advisors, LLC sold out a holding in Taubman Centers Inc. The sale prices were between $32.87 and $43, with an estimated average price of $38.9.



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