📊13F filing for Q4 2017
WEALTHSTREET INVESTMENT ADVISORS, LLC Top Holdings
HTTP://WWW.WEALTHSTREET
Wealthstreet Investment Advisors is based out of Dallas. Wealthstreet Investment Advisors is a large advisory firm with 0 clients and discretionary assets under management (AUM) of $139,926,475 (Form ADV from 2017-07-20). Their last reported 13F filing for Q4 2017 included $826,152,000 in managed 13F securities and a top 10 holdings concentration of 27.75%. Wealthstreet Investment Advisors’s largest holding is Southwest Airlines Co. with shares held of 866,880.
12/31/2017
Top Buys
Name% Change
LUV Southwest Airlines Co. 6.868%
AAPL Apple Inc 3.218%
CELG Celgene Corp. 3.204%
JPM JPMorgan Chase & Co. 2.669%
AMGN Amgen, Inc. 2.52%
https://whalewisdom.com/filer/wealthstreet-investment-advisors-llc
IRONWOOD WEALTH MANAGEMENT, LLC. Top Holdings
HTTP://WWW.IRONWOODWM.COM
Ironwood Wealth Management is based out of Phoenix. Ironwood Wealth Management is a large advisory firm with More than 100 clients and discretionary assets under management (AUM) of $208,000,000 (Form ADV from 2017-09-11). Their last reported 13F filing for Q3 2017 included $106,911,000 in managed 13F securities and a top 10 holdings concentration of 81.63%. Ironwood Wealth Management’s largest holding is Guggenheim BulletShares 2018 Corporate Bond ETF with shares held of 1,063,936.
09/30/2017
Top Buys
Name% Change
BSCI Guggenheim BulletSh… 21.088%
BSJJ Guggenheim BulletSh… 13.001%
SCHX Schwab US Large Cap… 10.571%
SCHF Schwab Internationa… 8.429%
SCHM Schwab U.S. Mid-Cap… 7.201%
https://whalewisdom.com/filer/ironwood-wealth-management-llc-2