Wealthstream Advisors, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1833780
Institutional-grade research for retail investors
13F Reported Value
ⓘ$661.3M
Holdings
204
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
Wealthstream Advisors, Inc. disclosed 204 positions worth $661.3M in its Form 13F-HR for Q3 2025. During the quarter the fund opened 20 new positions and exited 2 and a full exit from $THC. The portfolio is most concentrated in Other (87.9% of disclosed assets). All figures are sourced directly from Wealthstream Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1833780.
AI Fund Analysis
StableDIMENSIONAL ETF TRUST
29.6% weight
Held 7 quarters
DIMENSIONAL ETF TRUST
16.1% weight
Held 7 quarters
DIMENSIONAL ETF TRUST
7.2% weight
Held 7 quarters
DIMENSIONAL ETF TRUST
6.3% weight
Held 5 quarters
DIMENSIONAL ETF TRUST
5.3% weight
Held 7 quarters
DIMENSIONAL ETF TRUST
6 quarters accumulating
AMERICAN CENTY ETF TR
6 quarters accumulating
$MSFT6 quarters accumulating
$NVDA6 quarters accumulating
AMERICAN CENTY ETF TR
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST
—Quality
$196.1M5,084,210 shDIMENSIONAL ETF TRUST
—Quality
$106.2M3,239,940 shDIMENSIONAL ETF TRUST
—Quality
$47.7M1,487,693 shDIMENSIONAL ETF TRUST
—Quality
$41.6M1,100,984 shDIMENSIONAL ETF TRUST
—Quality
$35.2M485,558 shISHARES TR
—Quality
$20.4M53,882 shAMERICAN CENTY ETF TR
—Quality
$14.1M169,428 shISHARES TR
—Quality
$9.4M107,997 shVANGUARD SCOTTSDALE FDS
—Quality
$9.2M31,114 sh- 61.9
Quality
$7.7M72,553 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $196.1M | 5,084,210 |
| DIMENSIONAL ETF TRUST | — | $106.2M | 3,239,940 |
| DIMENSIONAL ETF TRUST | — | $47.7M | 1,487,693 |
| DIMENSIONAL ETF TRUST | — | $41.6M | 1,100,984 |
| DIMENSIONAL ETF TRUST | — | $35.2M | 485,558 |
| ISHARES TR | — | $20.4M | 53,882 |
| AMERICAN CENTY ETF TR | — | $14.1M | 169,428 |
| ISHARES TR | — | $9.4M | 107,997 |
| VANGUARD SCOTTSDALE FDS | — | $9.2M | 31,114 |
 Life360, Inc.$LIF | 61.9 | $7.7M | 72,553 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wealthstream Advisors, Inc.'s 204 positions.
Showing top 10 of 204 holdings.
Sector Allocation
Other
$581.1M
Technology
$45.7M
Financials
$12.4M
Consumer Discretionary
$7.9M
Industrials
$5.0M
Healthcare
$4.1M
Communication Services
$1.8M
Energy
$1.3M
Full Holdings — Wealthstream Advisors, Inc. (Q3 2025)
All 204 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $196.1M | 29.6% | +2% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $106.2M | 16.1% | +1% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $47.7M | 7.2% | +1% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $41.6M | 6.3% | +4% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $35.2M | 5.3% | -2% | — |
| 6 | — | ISHARES TR | $20.4M | 3.1% | +0% | — |
| 7 | — | AMERICAN CENTY ETF TR | $14.1M | 2.1% | +3% | — |
| 8 | — | ISHARES TR | $9.4M | 1.4% | -1% | — |
| 9 | — | VANGUARD SCOTTSDALE FDS | $9.2M | 1.4% | -5% | — |
| 10 | $LIF | Life360, Inc. | $7.7M | 1.2% | +18% | 61.9 |
| 11 | $MSFT | MICROSOFT CORP | $7.3M | 1.1% | +2% | 83.7 |
| 12 | — | DIMENSIONAL ETF TRUST | $6.9M | 1.0% | -2% | — |
| 13 | — | VANGUARD INDEX FDS | $6.3M | 1.0% | +0% | — |
| 14 | $NVDA | NVIDIA CORP | $5.9M | 0.9% | +9% | 90.2 |
| 15 | — | FLEXSHARES TR | $5.7M | 0.9% | +15% | — |
| 16 | — | 2023 ETF SERIES TRUST | $5.5M | 0.8% | +0% | — |
| 17 |  $AAPL | Apple Inc. | $4.9M | 0.7% | +4% | 76.1 |
| 18 |  $SPY | SPDR S&P 500 ETF TRUST | $4.7M | 0.7% | -23% | — |
| 19 | — | DIMENSIONAL ETF TRUST | $4.2M | 0.6% | -1% | — |
| 20 | — | VANGUARD INDEX FDS | $3.8M | 0.6% | -6% | — |
| 21 | — | ISHARES TR | $3.7M | 0.6% | -2% | — |
| 22 |  $AMZN | AMAZON COM INC | $3.4M | 0.5% | +7% | 74.6 |
| 23 |  $GOOG | Alphabet Inc. | $3.2M | 0.5% | +3% | 80.2 |
| 24 | — | AMERICAN CENTY ETF TR | $3.1M | 0.5% | +8% | — |
| 25 | — | VANGUARD INTL EQUITY INDEX F | $2.8M | 0.4% | -0% | — |
| 26 |  $META | Meta Platforms, Inc. | $2.8M | 0.4% | +5% | 80.9 |
| 27 | — | ISHARES INC | $2.7M | 0.4% | +0% | — |
| 28 |  $GOOGL | Alphabet Inc. | $2.6M | 0.4% | +5% | 80.2 |
| 29 | — | DIMENSIONAL ETF TRUST | $2.5M | 0.4% | -6% | — |
| 30 | — | VANGUARD INDEX FDS | $2.4M | 0.4% | +0% | — |
| 31 | — | EA SERIES TRUST | $2.4M | 0.4% | NEW | — |
| 32 | — | AMERICAN CENTY ETF TR | $2.2M | 0.3% | -0% | — |
| 33 | — | AMERICAN CENTY ETF TR | $2.2M | 0.3% | +13% | — |
| 34 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.8M | 0.3% | +11% | — |
| 35 |  $AVGO | Broadcom Inc. | $1.6M | 0.3% | -0% | 86.4 |
| 36 | — | AMERICAN CENTY ETF TR | $1.6M | 0.2% | +7% | — |
| 37 | — | VANGUARD INDEX FDS | $1.5M | 0.2% | +0% | — |
| 38 |  $JPM | JPMORGAN CHASE & CO | $1.5M | 0.2% | +5% | 35.6 |
| 39 |  $GE | GENERAL ELECTRIC CO | $1.5M | 0.2% | +1% | 74.8 |
| 40 | — | ISHARES TR | $1.4M | 0.2% | +0% | — |
| 41 | — | ISHARES TR | $1.4M | 0.2% | +0% | — |
| 42 |  $TSLA | Tesla, Inc. | $1.4M | 0.2% | +8% | 50.1 |
| 43 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.2% | +5% | 64.5 |
| 44 |  $LLY | ELI LILLY & Co | $1.4M | 0.2% | +13% | 89.3 |
| 45 |  $NFLX | NETFLIX INC | $1.3M | 0.2% | +3% | 86.7 |
| 46 | — | ISHARES TR | $1.3M | 0.2% | +0% | — |
| 47 |  $GS | GOLDMAN SACHS GROUP INC | $1.2M | 0.2% | +1% | — |
| 48 | — | ISHARES TR | $1.2M | 0.2% | -17% | — |
| 49 | — | SCHWAB STRATEGIC TR | $1.2M | 0.2% | +15% | — |
| 50 | — | DIMENSIONAL ETF TRUST | $1.2M | 0.2% | -1% | — |
| 51 | — | VANGUARD TAX-MANAGED FDS | $1.2M | 0.2% | -0% | — |
| 52 | — | FLEXSHARES TR | $1.1M | 0.2% | +0% | — |
| 53 | — | ISHARES INC | $1.0M | 0.1% | +0% | — |
| 54 |  $ORCL | ORACLE CORP | $993,802 | 0.1% | +26% | 67.2 |
| 55 | — | ISHARES TR | $988,641 | 0.1% | +0% | — |
| 56 | — | ISHARES TR | $983,283 | 0.1% | -30% | — |
| 57 |  $GEV | GE Vernova Inc. | $967,254 | 0.1% | +0% | 70.1 |
| 58 | — | ISHARES TR | $957,036 | 0.1% | +0% | — |
| 59 |  $COST | COSTCO WHOLESALE CORP /NEW | $955,242 | 0.1% | +1% | 67 |
| 60 | — | VANGUARD INDEX FDS | $949,310 | 0.1% | -29% | — |
| 61 |  $HD | HOME DEPOT, INC. | $867,861 | 0.1% | +4% | 69.2 |
| 62 | — | SPDR SERIES TRUST | $826,193 | 0.1% | +0% | — |
| 63 | — | VANGUARD INDEX FDS | $805,778 | 0.1% | +0% | — |
| 64 | — | FIRST TR EXCHANGE-TRADED FD | $773,758 | 0.1% | +0% | — |
| 65 | — | VANGUARD BD INDEX FDS | $746,461 | 0.1% | -1% | — |
| 66 |  $V | VISA INC. | $694,286 | 0.1% | +5% | 83.5 |
| 67 |  $WFC | WELLS FARGO & COMPANY/MN | $687,672 | 0.1% | +3% | — |
| 68 |  $UNH | UNITEDHEALTH GROUP INC | $677,317 | 0.1% | +2% | 66.8 |
| 69 | — | ISHARES TR | $676,579 | 0.1% | +1% | — |
| 70 | — | VANGUARD WORLD FD | $672,391 | 0.1% | +0% | — |
| 71 | — | ISHARES TR | $666,973 | 0.1% | +0% | — |
| 72 | — | VANGUARD INTL EQUITY INDEX F | $658,920 | 0.1% | +0% | — |
| 73 | — | VANGUARD INDEX FDS | $645,645 | 0.1% | +0% | — |
| 74 | — | ISHARES TR | $641,532 | 0.1% | +0% | — |
| 75 | — | VANGUARD BD INDEX FDS | $631,045 | 0.1% | +0% | — |
| 76 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $613,584 | 0.1% | +0% | 65.9 |
| 77 | — | INVESCO QQQ TR | $606,831 | 0.1% | +1% | — |
| 78 | — | DIMENSIONAL ETF TRUST | $598,051 | 0.1% | +13% | — |
| 79 | — | PROSHARES TR | $591,621 | 0.1% | -3% | — |
| 80 |  $WMT | Walmart Inc. | $566,603 | 0.1% | +7% | 63.2 |
| 81 | — | DIMENSIONAL ETF TRUST | $539,121 | 0.1% | +2% | — |
| 82 | — | DIMENSIONAL ETF TRUST | $533,742 | 0.1% | +10% | — |
| 83 | — | AMERICAN CENTY ETF TR | $533,282 | 0.1% | +0% | — |
| 84 |  $ASML | ASML HOLDING NV | $516,020 | 0.1% | +12% | — |
| 85 |  $XOM | EXXON MOBIL CORP | $513,935 | 0.1% | +9% | 61.8 |
| 86 | — | AMERICAN CENTY ETF TR | $511,215 | 0.1% | -17% | — |
| 87 |  $COF | CAPITAL ONE FINANCIAL CORP | $501,244 | 0.1% | -2% | 71 |
| 88 |  $MA | Mastercard Inc | $501,218 | 0.1% | +8% | 81.7 |
| 89 |  $AER | AerCap Holdings N.V. | $493,559 | 0.1% | +2% | — |
| 90 |  $ABBV | AbbVie Inc. | $487,933 | 0.1% | +3% | 59.3 |
| 91 |  $EME | EMCOR Group, Inc. | $483,270 | 0.1% | +3% | 71.7 |
| 92 |  $JNJ | JOHNSON & JOHNSON | $475,736 | 0.1% | +22% | 72.8 |
| 93 |  $PLTR | Palantir Technologies Inc. | $460,428 | 0.1% | +8% | 85.8 |
| 94 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $457,827 | 0.1% | +12% | 66.7 |
| 95 |  $SHEL | Shell plc | $452,149 | 0.1% | +8% | — |
| 96 | — | VANGUARD INDEX FDS | $439,400 | 0.1% | +0% | — |
| 97 |  $BAC | BANK OF AMERICA CORP /DE/ | $430,956 | 0.1% | +2% | 68.4 |
| 98 | — | ISHARES TR | $428,667 | 0.1% | +0% | — |
| 99 | — | DIMENSIONAL ETF TRUST | $424,890 | 0.1% | +0% | — |
| 100 | — | VANGUARD SPECIALIZED FUNDS | $418,166 | 0.1% | +0% | — |
| 101 |  $HDB | HDFC BANK LTD | $413,302 | 0.1% | +118% | — |
| 102 |  $HLT | Hilton Worldwide Holdings Inc. | $411,991 | 0.1% | +0% | 73.1 |
| 103 | — | ISHARES TR | $402,535 | 0.1% | +0% | — |
| 104 |  $AON | Aon plc | $399,026 | 0.1% | +0% | — |
| 105 |  $SAN | Banco Santander, S.A. | $395,075 | 0.1% | +14% | — |
| 106 |  $WWD | Woodward, Inc. | $392,459 | 0.1% | +3% | 70.2 |
| 107 | — | ISHARES TR | $383,560 | 0.1% | -29% | — |
| 108 |  $IBN | ICICI BANK LTD | $382,599 | 0.1% | +14% | — |
| 109 | — | ISHARES TR | $379,857 | 0.1% | +0% | — |
| 110 |  $BABA | Alibaba Group Holding Ltd | $377,299 | 0.1% | +18% | — |
| 111 |  $MSI | Motorola Solutions, Inc. | $369,494 | 0.1% | +5% | 73.8 |
| 112 | — | VANGUARD INDEX FDS | $353,136 | 0.1% | -12% | — |
| 113 |  $KO | COCA COLA CO | $343,853 | 0.1% | -7% | 74 |
| 114 | — | VANGUARD INDEX FDS | $337,362 | 0.1% | +0% | — |
| 115 | — | VANGUARD CHARLOTTE FDS | $336,954 | 0.1% | +0% | — |
| 116 | — | VANGUARD INDEX FDS | $331,230 | 0.1% | +0% | — |
| 117 |  $RTX | RTX Corp | $326,120 | 0.1% | +4% | 70 |
| 118 |  $TJX | TJX COMPANIES INC /DE/ | $324,483 | 0.1% | +4% | 70.7 |
| 119 | — | SPDR SERIES TRUST | $323,516 | 0.1% | +0% | — |
| 120 |  $WF | WOORI FINANCIAL GROUP INC. | $321,698 | 0.1% | +10% | — |
| 121 |  $CVX | CHEVRON CORP | $321,286 | 0.1% | +19% | 54.7 |
| 122 | — | FLEXSHARES TR | $320,978 | 0.1% | +0% | — |
| 123 |  $URI | UNITED RENTALS, INC. | $319,818 | 0.1% | +3% | 70.7 |
| 124 | — | ISHARES TR | $317,147 | 0.1% | -19% | — |
| 125 |  $NVS | NOVARTIS AG | $308,021 | 0.1% | +22% | — |
| 126 | — | INVESCO EXCHANGE TRADED FD T | $307,971 | 0.1% | +0% | — |
| 127 |  $MCD | MCDONALDS CORP | $302,310 | 0.1% | +3% | 73.9 |
| 128 | — | DIMENSIONAL ETF TRUST | $300,210 | 0.1% | +0% | — |
| 129 |  $AMP | AMERIPRISE FINANCIAL INC | $300,183 | 0.1% | +0% | 70.2 |
| 130 |  $RDY | DR REDDYS LABORATORIES LTD | $297,187 | 0.0% | +20% | — |
| 131 |  $HSBC | HSBC HOLDINGS PLC | $287,209 | 0.0% | +13% | — |
| 132 |  $SAP | SAP SE | $284,661 | 0.0% | -8% | — |
| 133 |  $AXP | AMERICAN EXPRESS CO | $282,718 | 0.0% | +4% | 73.2 |
| 134 |  $CBRE | CBRE GROUP, INC. | $277,621 | 0.0% | +3% | 62.9 |
| 135 |  $PG | PROCTER & GAMBLE Co | $275,002 | 0.0% | -13% | 72.9 |
| 136 |  $PGR | PROGRESSIVE CORP/OH/ | $274,412 | 0.0% | +5% | 83.6 |
| 137 |  $ABT | ABBOTT LABORATORIES | $273,628 | 0.0% | +0% | 67 |
| 138 | — | DIMENSIONAL ETF TRUST | $272,021 | 0.0% | -2% | — |
| 139 | — | INVESCO EXCH TRADED FD TR II | $271,992 | 0.0% | +0% | — |
| 140 |  $EVR | Evercore Inc. | $271,880 | 0.0% | +1% | 76.1 |
| 141 | — | ISHARES TR | $270,108 | 0.0% | +0% | — |
| 142 |  $BLK | BlackRock, Inc. | $265,818 | 0.0% | +6% | 70.3 |
| 143 |  $AMD | ADVANCED MICRO DEVICES INC | $262,262 | 0.0% | NEW | 78.8 |
| 144 |  $ING | ING GROEP NV | $261,522 | 0.0% | NEW | — |
| 145 |  $PM | Philip Morris International Inc. | $256,600 | 0.0% | +8% | 80.5 |
| 146 |  $QCOM | QUALCOMM INC/DE | $255,458 | 0.0% | +0% | 81.9 |
| 147 |  $CHT | CHUNGHWA TELECOM CO LTD | $254,915 | 0.0% | +15% | — |
| 148 | — | ISHARES TR | $254,340 | 0.0% | +0% | — |
| 149 |  $CSCO | CISCO SYSTEMS, INC. | $250,624 | 0.0% | +16% | 72.3 |
| 150 |  $LYG | Lloyds Banking Group plc | $250,118 | 0.0% | +11% | — |
| 151 |  $UBS | UBS Group AG | $249,727 | 0.0% | NEW | — |
| 152 | — | VANGUARD SCOTTSDALE FDS | $249,473 | 0.0% | +0% | — |
| 153 |  $G | Genpact LTD | $246,648 | 0.0% | -2% | — |
| 154 | — | VANGUARD STAR FDS | $245,913 | 0.0% | +0% | — |
| 155 | — | ISHARES TR | $241,726 | 0.0% | +0% | — |
| 156 |  $AMAT | APPLIED MATERIALS INC /DE | $240,030 | 0.0% | +6% | 74.8 |
| 157 | — | DIMENSIONAL ETF TRUST | $238,748 | 0.0% | +0% | — |
| 158 | — | DEUTSCHE BANK A G | $234,697 | 0.0% | NEW | — |
| 159 | — | SPDR GOLD TR | $233,899 | 0.0% | +0% | — |
| 160 |  $SCHW | SCHWAB CHARLES CORP | $233,532 | 0.0% | -7% | 77.2 |
| 161 | — | SUMITOMO MITSUI FINL GROUP I | $233,473 | 0.0% | +18% | — |
| 162 | — | DIMENSIONAL ETF TRUST | $228,506 | 0.0% | +0% | — |
| 163 |  $BCS | BARCLAYS PLC | $225,964 | 0.0% | NEW | — |
| 164 |  $LIN | LINDE PLC | $225,640 | 0.0% | +4% | — |
| 165 |  $SYK | STRYKER CORP | $225,516 | 0.0% | +1% | 69.8 |
| 166 | — | DIMENSIONAL ETF TRUST | $224,543 | 0.0% | +0% | — |
| 167 | — | ISHARES TR | $224,105 | 0.0% | -98% | — |
| 168 |  $LRCX | LAM RESEARCH CORP | $221,716 | 0.0% | NEW | 82.4 |
| 169 |  $FAST | FASTENAL CO | $217,790 | 0.0% | NEW | 73.5 |
| 170 | — | ISHARES TR | $217,306 | 0.0% | +0% | — |
| 171 |  $NOW | ServiceNow, Inc. | $217,186 | 0.0% | -17% | 76 |
| 172 |  $T | AT&T INC. | $216,347 | 0.0% | +8% | 71.9 |
| 173 |  $INFY | Infosys Ltd | $212,405 | 0.0% | -4% | — |
| 174 |  $LPL | LG Display Co., Ltd. | $211,561 | 0.0% | +43% | — |
| 175 |  $INTU | INTUIT INC. | $210,342 | 0.0% | -1% | 82 |
| 176 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $209,882 | 0.0% | -1% | — |
| 177 | — | ACCENTURE PLC IRELAND | $209,023 | 0.0% | -20% | — |
| 178 | — | ISHARES TR | $208,997 | 0.0% | -98% | — |
| 179 |  $WIT | WIPRO LTD | $205,782 | 0.0% | +12% | — |
| 180 |  $AEM | AGNICO EAGLE MINES LTD | $205,643 | 0.0% | NEW | — |
| 181 |  $KB | KB Financial Group Inc. | $205,368 | 0.0% | NEW | — |
| 182 |  $SONY | Sony Group Corp | $204,582 | 0.0% | NEW | — |
| 183 |  $MFG | MIZUHO FINANCIAL GROUP INC | $204,314 | 0.0% | +15% | — |
| 184 | — | BRITISH AMERN TOB PLC | $202,606 | 0.0% | NEW | — |
| 185 |  $LMT | LOCKHEED MARTIN CORP | $200,882 | 0.0% | NEW | 65 |
| 186 |  $BKNG | Booking Holdings Inc. | $200,826 | 0.0% | NEW | 55.3 |
| 187 |  $BNS | BANK OF NOVA SCOTIA | $200,027 | 0.0% | NEW | — |
| 188 | — | BANCO BILBAO VIZCAYA ARGENTA | $199,931 | 0.0% | NEW | — |
| 189 |  $ASX | ASE Technology Holding Co., Ltd. | $194,896 | 0.0% | +20% | — |
| 190 |  $UMC | UNITED MICROELECTRONICS CORP | $178,782 | 0.0% | -6% | — |
| 191 |  $KEP | KOREA ELECTRIC POWER CORP | $164,352 | 0.0% | +6% | — |
| 192 | — | COMPANHIA PARANAENSE DE ENER | $134,309 | 0.0% | +1% | — |
| 193 |  $PML | PIMCO MUNICIPAL INCOME FUND II | $107,489 | 0.0% | NEW | — |
| 194 |  $NMR | NOMURA HOLDINGS INC | $99,366 | 0.0% | +9% | — |
| 195 |  $ICL | ICL Group Ltd. | $81,937 | 0.0% | +13% | — |
| 196 | — | EMPIRE ST RLTY TR INC | $77,686 | 0.0% | -13% | — |
| 197 |  $ENIC | Enel Chile S.A. | $76,178 | 0.0% | +24% | — |
| 198 | — | CAPITOL FED FINL INC | $65,094 | 0.0% | NEW | — |
| 199 |  $TKC | TURKCELL ILETISIM HIZMETLERI A S | $64,901 | 0.0% | NEW | — |
| 200 | — | ULTRAPAR PARTICIPACOES SA | $61,316 | 0.0% | +7% | — |
| 201 | — | MEDICAL PPTYS TRUST INC | $59,694 | 0.0% | +4% | — |
| 202 |  $NOK | NOKIA CORP | $52,697 | 0.0% | -10% | — |
| 203 |  $GGB | GERDAU S.A. | $32,212 | 0.0% | NEW | — |
| 204 |  $CIG | ENERGY CO OF MINAS GERAIS | $32,171 | 0.0% | +26% | — |
New Positions (20)
EA SERIES TRUST$2.4M
$AMD ADVANCED MICRO DEVICES INC$262,262$ING ING GROEP NV$261,522$UBS UBS Group AG$249,727 DEUTSCHE BANK A G$234,697
$BCS BARCLAYS PLC$225,964$LRCX LAM RESEARCH CORP$221,716$FAST FASTENAL CO$217,790$AEM AGNICO EAGLE MINES LTD$205,643$KB KB Financial Group Inc.$205,368$SONY Sony Group Corp$204,582 BRITISH AMERN TOB PLC$202,606
$LMT LOCKHEED MARTIN CORP$200,882$BKNG Booking Holdings Inc.$200,826$BNS BANK OF NOVA SCOTIA$200,027Exited Positions (2)
$THC TENET HEALTHCARE CORP PIMCO MUN INCOME FD III
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