Wealthsource Partners, LLC Purchases in Q4 2023

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
13.8K
+ 58.35%
$26.77 - $29.6 $369K - $408K
37.4K $1.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.82K
New
$47.09 - $49.87 $415K - $440K
8.82K $438K
VEA
Vanguard Ftse Developed Market

ETFs
7.15K
+ 40.51%
$41.58 - $47.99 $297K - $343K
24.8K $1.19M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.45K
New
$57.2 - $64.11 $369K - $413K
6.45K $410K
CNI
Canadian National Railway CO

Industrials
505
+ 2.72%
$104.53 - $125.83 $52.8K - $63.5K
19.1K $2.4M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
15.6K
New
$23.89 - $24.55 $373K - $384K
15.6K $383K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
16.3K
New
$22.34 - $23.28 $363K - $378K
16.3K $376K
VUG
Vanguard Growth ETF

ETFs
632
+ 14.15%
$261.54 - $312.16 $165K - $197K
5.1K $1.59M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13.4K
New
$23.71 - $26.6 $317K - $355K
13.4K $354K
IGF
Ishares Global Infrastructure

ETFs
6.46K
+ 50.57%
$41.18 - $48.0 $266K - $310K
19.2K $905K
DFAI
Dimensional ETF Tr

ETFs
9
+ 0.01%
$24.88 - $28.69 $224 - $258
131K $3.76M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
5.64K
+ 27.2%
$30.83 - $39.44 $174K - $222K
26.4K $999K
IEF
Ishares Barclays

ETFs
3.21K
+ 119.37%
$88.95 - $97.0 $285K - $311K
5.89K $567K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.1K
+ 72.66%
$204.07 - $257.57 $224K - $283K
2.61K $659K
BA
Boeing CO

Industrials
323
+ 9.62%
$177.73 - $264.27 $57.4K - $85.4K
3.68K $959K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.74K
+ 26.2%
$50.31 - $58.65 $188K - $219K
18K $1.05M
IGM
Ishares Expanded Tech Sector E

ETFs
370
+ 19.68%
$365.86 - $450.72 $135K - $167K
2.25K $1.01M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
10.5K
+ 125.48%
$24.16 - $26.52 $254K - $278K
18.9K $497K
VO
Vanguard Mid Cap ETF

ETFs
1.22K
New
$195.66 - $233.95 $239K - $286K
1.22K $284K
MCO
Moodys Corp

Financial Services
46
+ 1.31%
$301.97 - $391.62 $13.9K - $18K
3.57K $1.39M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.33K
New
$73.81 - $81.64 $246K - $272K
3.33K $270K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.98K
+ 12.53%
$46.16 - $47.09 $230K - $235K
44.7K $2.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.12K
New
$29.46 - $34.07 $210K - $243K
7.12K $242K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.08K
+ 1.66%
$20.67 - $20.89 $146K - $148K
434K $9.07M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
106
New
$1781.48 - $2340.0 $189K - $248K
106 $242K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.29K
+ 48.23%
$37.74 - $41.31 $200K - $218K
16.3K $667K
LRCX
Lam Research Corp

Technology
303
New
$583.34 - $795.71 $177K - $241K
303 $237K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
10K
New
$22.13 - $23.05 $222K - $231K
10K $229K
SSO
Proshares Ultra S&P 500

ETFs
3.52K
New
$48.93 - $65.42 $172K - $230K
3.52K $228K
HYG
Ishares Tr

ETFs
2.94K
New
$71.78 - $77.94 $211K - $229K
2.94K $227K
IBHD
Ishares Ibonds 2024 Term High

ETFs
9.56K
+ 43.0%
$23.0 - $23.3 $220K - $223K
31.8K $737K
IWX
Ishares Tr Russell 200 Value E

ETFs
3.16K
New
$62.27 - $70.35 $197K - $223K
3.16K $221K
FAST
Fastenal CO

Industrials
3.37K
New
$54.19 - $65.45 $183K - $221K
3.37K $218K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.07K
New
$85.66 - $105.12 $177K - $217K
2.07K $216K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.56K
+ 13.99%
$25.91 - $31.98 $92.1K - $114K
29K $898K
MCK
Mckesson Corp

Healthcare
459
New
$437.42 - $470.64 $201K - $216K
459 $212K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.8K
New
$65.84 - $75.47 $185K - $212K
2.8K $211K
PANW
Palo Alto Networks Inc

Technology
714
New
$231.71 - $313.86 $165K - $224K
714 $210K
ISRG
Intuitive Surgical Inc

Healthcare
613
New
$258.49 - $338.39 $158K - $207K
613 $206K
BAX
Baxter International Inc

Healthcare
5.27K
New
$31.71 - $38.95 $167K - $205K
5.27K $203K
HON
Honeywell International Inc

Industrials
43
+ 0.56%
$176.06 - $209.71 $7.57K - $9.02K
7.73K $1.62M
UBER
Uber Technologies, Inc

Technology
8
+ 0.06%
$40.62 - $63.28 $325 - $506
12.9K $795K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
2.9K
+ 6.28%
$42.22 - $50.45 $122K - $146K
49.1K $2.37M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
2.92K
+ 25.92%
$43.8 - $48.35 $128K - $141K
14.2K $683K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.8K
+ 12.05%
$100.05 - $100.73 $180K - $181K
16.7K $1.67M
CGGR
Capital Group Growth ETF Shs C

ETFs
180
+ 0.41%
$23.4 - $28.47 $4.21K - $5.12K
43.8K $1.24M
ADBE
Adobe Inc.

Technology
11
+ 0.6%
$507.03 - $633.66 $5.58K - $6.97K
1.86K $1.11M
QCOM
Qualcomm Inc

Technology
309
+ 8.65%
$104.78 - $145.86 $32.4K - $45.1K
3.88K $561K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.82K
+ 43.15%
$91.22 - $91.84 $166K - $167K
6.02K $550K
Activity Summary
Buys All Purchases 200 New Holdings 45 Increased Positions 155 Sells All Sells 256 Reductions 256 Sold out 0 Options Calls 1 Puts 0
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