Managed by Wealthstream Advisors, Inc. • Latest filing Q3 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $196.1M | 5.08M | 0.00% | — |
| 2 | ? N/A — | $177.9M | 4.96M | 0.00% | — |
| 3 | ? N/A — | $165.4M | 4.78M | 0.00% | — |
| 4 | ? N/A — | $161.4M | 4.89M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $154.9M |
| 4.52M |
| 0.00% |
| — |
| 6 | H | $106.2M | 3.24M | 0.00% | — |
| 7 | H | $99.5M | 3.20M | 0.00% | — |
| 8 | H | $89.1M | 3.21M | 0.00% | — |
| 9 | H | $81.1M | 2.88M | 0.00% | — |
| 10 | H | $80.3M | 3.11M | 0.00% | — |
| 11 | S SBUX — | $47.7M | 1.49M | 0.00% | — |
| 12 | S SBUX — | $43.9M | 1.48M | 0.00% | — |
| 13 | ? N/A — | $41.6M | 1.10M | 0.00% | — |
| 14 | S SBUX — | $39.2M | 1.48M | 0.00% | — |
| 15 | S SBUX — | $38.5M | 1.37M | 0.00% | — |
| 16 | ? N/A — | $37.7M | 1.06M | 0.00% | — |
| 17 | S SBUX — | $37.5M | 1.43M | 0.00% | — |
| 18 | ? N/A — | $37.4M | 586.5K | 0.00% | — |
| 19 | ? N/A — | $36.9M | 593.3K | 0.00% | — |
| 20 | ? N/A — | $36.3M | 617.6K | 0.00% | — |