Wealthstreet Investment Advisors, LLC Buys Invesco S&P 500 Momentum ETF, Raytheon Technologies Corp, Sells Apple Inc, Microsoft Corp, Visa Inc

Investment company Wealthstreet Investment Advisors, LLC (Current Portfolio) buys Invesco S&P 500 Momentum ETF, Raytheon Technologies Corp, sells Apple Inc, Microsoft Corp, Visa Inc, JPMorgan Chase, Southwest Airlines Co during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Wealthstreet Investment Advisors, LLC. As of 2021Q2, Wealthstreet Investment Advisors, LLC owns 94 stocks with a total value of $19 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. NVIDIA Corp (NVDA) - 6,768 shares, 7.02% of the total portfolio. Shares reduced by 96.04%
  2. BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 7,779 shares, 6.99% of the total portfolio.
  3. VF Corp (VFC) - 15,696 shares, 6.68% of the total portfolio. Shares reduced by 17.28%
  4. Vanguard Total Stock Market ETF (VTI) - 4,318 shares, 4.99% of the total portfolio. Shares reduced by 68.04%
  5. Apple Inc (AAPL) - 5,860 shares, 4.16% of the total portfolio. Shares reduced by 98.86%
New Purchase: Invesco S&P 500 Momentum ETF (SPMO)

Wealthstreet Investment Advisors, LLC initiated holding in Invesco S&P 500 Momentum ETF. The purchase prices were between $52.5 and $59.34, with an estimated average price of $55.65. The stock is now traded at around $61.200000. The impact to a portfolio due to this purchase was 0.92%. The holding were 3,000 shares as of 2021-06-30.

New Purchase: Raytheon Technologies Corp (RTX)

Wealthstreet Investment Advisors, LLC initiated holding in Raytheon Technologies Corp. The purchase prices were between $77.09 and $89.45, with an estimated average price of $84.02. The stock is now traded at around $87.500000. The impact to a portfolio due to this purchase was 0.91%. The holding were 2,050 shares as of 2021-06-30.

Sold Out: Southwest Airlines Co (LUV)

Wealthstreet Investment Advisors, LLC sold out a holding in Southwest Airlines Co. The sale prices were between $52.92 and $64.1, with an estimated average price of $60.

Sold Out: Regeneron Pharmaceuticals Inc (REGN)

Wealthstreet Investment Advisors, LLC sold out a holding in Regeneron Pharmaceuticals Inc. The sale prices were between $472.8 and $558.54, with an estimated average price of $505.57.

Sold Out: Johnson & Johnson (JNJ)

Wealthstreet Investment Advisors, LLC sold out a holding in Johnson & Johnson. The sale prices were between $159.48 and $171.07, with an estimated average price of $165.55.

Sold Out: The Estee Lauder Companies Inc (EL)

Wealthstreet Investment Advisors, LLC sold out a holding in The Estee Lauder Companies Inc. The sale prices were between $288.93 and $318.08, with an estimated average price of $302.88.

Sold Out: Bank of America Corp (BAC)

Wealthstreet Investment Advisors, LLC sold out a holding in Bank of America Corp. The sale prices were between $38.08 and $43.27, with an estimated average price of $40.96.

Sold Out: Thermo Fisher Scientific Inc (TMO)

Wealthstreet Investment Advisors, LLC sold out a holding in Thermo Fisher Scientific Inc. The sale prices were between $441 and $508.24, with an estimated average price of $471.32.



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