0001580642-18-000716.txt : 20180207 0001580642-18-000716.hdr.sgml : 20180207 20180207170319 ACCESSION NUMBER: 0001580642-18-000716 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180207 DATE AS OF CHANGE: 20180207 EFFECTIVENESS DATE: 20180207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wealthstreet Investment Advisors, LLC CENTRAL INDEX KEY: 0001730466 IRS NUMBER: 820652055 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18288 FILM NUMBER: 18581824 BUSINESS ADDRESS: STREET 1: 1445 ROSS AVENUE STREET 2: SUITE 5600 CITY: DALLAS STATE: TX ZIP: 75202 BUSINESS PHONE: 214-954-1900 MAIL ADDRESS: STREET 1: 1445 ROSS AVENUE STREET 2: SUITE 5600 CITY: DALLAS STATE: TX ZIP: 75202 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001730466 XXXXXXXX 12-31-2017 12-31-2017 false Wealthstreet Investment Advisors, LLC

1445 Ross Avenue Suite 5600 Dallas TX 75202

13F COMBINATION REPORT 028-18288 0000837286 028-02345 RAY GERALD L & ASSOCIATES LTD N Lynette Heil 214-954-1907 /s/ Lynette Heil Dallas TX 02-07-2018 0 360 826152 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P MCP ETF 464287507 215 1135 SH SOLE 1135 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 3944 25814 SH SOLE 8062 0 17752 AMERICAN INTL GROUP INC COM NEW 026874784 890 14940 SH SOLE 9440 0 5500 AMAZON COM INC COM 023135106 351 300 SH OTR 0 0 300 AMAZON COM INC COM 023135106 4874 4168 SH SOLE 3318 0 850 BRISTOL MYERS SQUIBB CO COM 110122108 251 4100 SH OTR 0 0 4100 BRISTOL MYERS SQUIBB CO COM 110122108 10403 169755 SH SOLE 149401 0 20354 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 394 1988 SH SOLE 1988 0 0 ARCONIC INC COM 03965L100 886 32532 SH SOLE 32466 0 66 ERICSSON ADR B SEK 10 294821608 67 10090 SH SOLE 10090 0 0 BOEING CO COM 097023105 560 1900 SH OTR 0 0 1900 BOEING CO COM 097023105 10076 34165 SH SOLE 32040 0 2125 HERSHEY CO COM 427866108 1151 10138 SH SOLE 4438 0 5700 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05945F103 614 12000 SH SOLE 12000 0 0 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 741 18300 SH SOLE 18300 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 1676 28485 SH SOLE 28485 0 0 SPDR SERIES TRUST S&P BK ETF 78464A797 308 6500 SH SOLE 6500 0 0 ISHARES TR IBOXX HI YD ETF 464288513 4671 53526 SH SOLE 33082 0 20444 ISHARES TR 1 3 YR CR BD ETF 464288646 293 2800 SH OTR 0 0 2800 ISHARES TR 1 3 YR CR BD ETF 464288646 776 7425 SH SOLE 5675 0 1750 DELTA AIR LINES INC DEL COM NEW 247361702 612 10925 SH SOLE 10925 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 2463 30195 SH SOLE 14912 0 15283 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 978 30550 SH SOLE 27200 0 3350 SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 2566 24532 SH SOLE 13632 0 10900 TE CONNECTIVITY LTD REG SHS H84989104 887 9331 SH SOLE 6249 0 3082 BANK NEW YORK MELLON CORP COM 064058100 334 6200 SH SOLE 6200 0 0 POWERSHARES ETF TRUST FTSE US1500 SM 73935X567 458 3524 SH SOLE 2999 0 525 WISDOMTREE TR GLB EX US RL EST 97717W331 1244 38220 SH SOLE 4556 0 33664 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2258 50330 SH SOLE 49130 0 1200 SPDR SER TR NUVEEN BRC MUNIC 78468R721 245 5000 SH SOLE 5000 0 0 LSB INDS INC COM 502160104 92 10483 SH SOLE 10483 0 0 WISDOMTREE TR US SMALLCP ERNGS 97717W562 1372 37887 SH SOLE 12385 0 25502 WISDOMTREE TR EMG MKTS SMCAP 97717W281 572 10977 SH SOLE 7014 0 3963 POWERSHARES ETF TRUST DYN BLDG CNSTR 73935X666 782 22555 SH SOLE 17515 0 5040 ISHARES TR INTL DEV RE ETF 464288489 442 14740 SH SOLE 14740 0 0 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 346 9425 SH SOLE 9337 0 88 CONTINENTAL RESOURCES INC COM 212015101 201 3800 SH SOLE 3800 0 0 VISA INC COM CL A 92826C839 15602 136839 SH SOLE 99599 0 37240 PHILIP MORRIS INTL INC COM 718172109 7669 72587 SH SOLE 61987 0 10600 WISDOMTREE TR INDIA ERNGS FD 97717W422 1340 48115 SH SOLE 29861 0 18255 HILLTOP HOLDINGS INC COM 432748101 355 14030 SH SOLE 4530 0 9500 POWERSHARES ETF TR II FDM HG YLD RAFI 73936T557 641 33850 SH SOLE 33850 0 0 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 203 3500 SH SOLE 3500 0 0 FIRST FINL BANKSHARES COM 32020R109 797 17702 SH SOLE 17702 0 0 PROSHARES TR ULTRPRO S&P500 74347X864 200 1430 SH SOLE 1430 0 0 BROADCOM LTD SHS Y09827109 647 2520 SH SOLE 2470 0 50 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 209 2635 SH SOLE 2408 0 227 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 518 7425 SH SOLE 6625 0 800 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 2580 40490 SH SOLE 40490 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 541 4900 SH SOLE 4700 0 200 CORMEDIX INC COM 21900C100 14 27000 SH SOLE 27000 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 999 92615 SH SOLE 88615 0 4000 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 758 12531 SH SOLE 12531 0 0 HOWARD HUGHES CORP COM 44267D107 1718 13084 SH SOLE 12135 0 949 GENERAL MTRS CO COM 37045V100 2760 67339 SH SOLE 59937 0 7402 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 601 11275 SH SOLE 10275 0 1000 HCA HEALTHCARE INC COM 40412C101 791 9000 SH SOLE 9000 0 0 ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 262 5675 SH SOLE 5675 0 0 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 528 5250 SH SOLE 5250 0 0 FLEXSHARES TR MORNSTAR USMKT 33939L100 481 4300 SH SOLE 4300 0 0 CLOVIS ONCOLOGY INC COM 189464100 3195 46980 SH SOLE 45780 0 1200 PHILLIPS 66 COM 718546104 343 3395 SH SOLE 1345 0 2050 YELP INC CL A 985817105 293 6989 SH SOLE 6839 0 150 SPLUNK INC COM 848637104 2207 26639 SH OTR 0 0 26639 SPLUNK INC COM 848637104 1007 12150 SH SOLE 11700 0 450 FACEBOOK INC CL A 30303M102 14702 83317 SH SOLE 81317 0 2000 GLOBAL X FDS GLBL X MLP ETF 37950E473 394 39950 SH SOLE 34950 0 5000 PALO ALTO NETWORKS INC COM 697435105 1768 12195 SH SOLE 11845 0 350 ABBVIE INC COM 00287Y109 2813 29086 SH SOLE 21486 0 7600 PROSHARES TR HGH YLD INT RATE 74348A541 361 5365 SH SOLE 5261 0 104 FLEXSHARES TR INTL QLTDV IDX 33939L837 547 20400 SH SOLE 20000 0 400 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 584 19200 SH SOLE 19200 0 0 AGIOS PHARMACEUTICALS INC COM 00847X104 1836 32115 SH SOLE 31815 0 300 ACCELERON PHARMA INC COM 00434H108 365 8600 SH SOLE 8600 0 0 EMPIRE ST RLTY TR INC CL A 292104106 345 16800 SH SOLE 16800 0 0 TWITTER INC COM 90184L102 1456 60630 SH SOLE 59830 0 800 ALPHABET INC CAP STK CL C 02079K107 1765 1687 SH SOLE 1557 0 130 SYNCHRONY FINL COM 87165B103 232 6000 SH SOLE 6000 0 0 FIAT CHRYSLER AUTOMOBILES N SHS N31738102 503 28200 SH SOLE 28200 0 0 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 608 19210 SH SOLE 19210 0 0 UNITI GROUP INC COM 91325V108 324 18187 SH SOLE 0 0 18187 NRG YIELD INC CL A NEW 62942X306 303 16100 SH SOLE 16100 0 0 CHEMOURS CO COM 163851108 373 7445 SH SOLE 7445 0 0 KRAFT HEINZ CO COM 500754106 2828 36366 SH SOLE 31410 0 4956 FERRARI N V COM N3167Y103 678 6470 SH SOLE 6470 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 220 15312 SH SOLE 13892 0 1420 AVANGRID INC COM 05351W103 209 4130 SH SOLE 4130 0 0 HUBBELL INC COM 443510607 894 6605 SH SOLE 6405 0 200 UNDER ARMOUR INC CL C 904311206 617 46358 SH SOLE 45554 0 804 LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 255 6436 SH SOLE 2158 0 4278 CHARTER COMMUNICATIONS INC N CL A 16119P108 278 827 SH SOLE 827 0 0 FORTIVE CORP COM 34959J108 249 3440 SH SOLE 3440 0 0 YUM CHINA HLDGS INC COM 98850P109 854 21331 SH SOLE 19131 0 2200 SBA COMMUNICATIONS CORP NEW CL A 78410G104 1232 7540 SH SOLE 6990 0 550 DOWDUPONT INC COM 26078J100 310 4358 SH OTR 0 0 4358 DOWDUPONT INC COM 26078J100 10368 145583 SH SOLE 137194 0 8389