Wealthsource Partners, LLC Purchases in Q4 2023

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
ULCC
Frontier Group Holdings, Inc.

Industrials
19.2K
+ 20.33%
$3.23 - $5.62 $62.1K - $108K
114K $620K
GS
Goldman Sachs Group Inc

Financial Services
36
+ 1.5%
$289.91 - $386.41 $10.4K - $13.9K
2.44K $940K
DVY
Ishares Tr

ETFs
291
+ 2.21%
$102.97 - $119.06 $30K - $34.6K
13.5K $1.58M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.86K
+ 65.75%
$49.69 - $52.46 $142K - $150K
7.2K $375K
MA
Mastercard Inc

Financial Services
3
+ 0.06%
$364.08 - $426.51 $1.09K - $1.28K
4.91K $2.1M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.79K
+ 10.47%
$40.19 - $42.48 $112K - $118K
29.4K $1.24M
AXP
American Express CO

Financial Services
35
+ 0.94%
$141.31 - $187.8 $4.95K - $6.57K
3.75K $701K
ENVX
Enovix Corp

Industrials
11.7K
+ 47.29%
$8.7 - $14.56 $101K - $170K
36.3K $454K
GE
General Electric CO

Industrials
183
+ 2.6%
$106.08 - $128.32 $19.4K - $23.5K
7.22K $920K
DESP
Despegar.Com, Corp.

Consumer Cyclical
1.12K
+ 1.91%
$6.27 - $9.88 $7.03K - $11.1K
59.8K $565K
ETN
Eaton Corp PLC

Industrials
416
+ 33.6%
$193.99 - $240.82 $80.7K - $100K
1.65K $398K
CRK
Comstock Resources Inc

Energy
15.1K
New
$8.4 - $13.31 $127K - $201K
15.1K $133K
CCL
Carnival Corp

Consumer Cyclical
62
+ 0.23%
$11.03 - $19.19 $684 - $1.19K
27.4K $508K
SCHW
Schwab Charles Corp

Financial Services
912
+ 19.81%
$49.33 - $70.98 $45K - $64.7K
5.52K $379K
UNP
Union Pacific Corp

Industrials
105
+ 4.36%
$200.64 - $246.02 $21.1K - $25.8K
2.52K $617K
PSLV
Sprott Physical Silver Trust

Financial Services
2.55K
+ 1.2%
$7.14 - $8.6 $18.2K - $21.9K
214K $1.73M
XLU
Utilities Sector Spdr

ETFs
1.42K
+ 18.46%
$56.19 - $65.96 $79.8K - $93.7K
9.12K $577K
BLK
Black Rock Inc.

Financial Services
75
+ 22.94%
$598.08 - $819.0 $44.9K - $61.4K
402 $326K
RTX
Raytheon Technologies Corp

Industrials
245
+ 3.52%
$69.38 - $84.17 $17K - $20.6K
7.2K $605K
CB
Chubb LTD

Financial Services
257
+ 10.28%
$204.91 - $229.43 $52.7K - $59K
2.76K $623K
PGR
Progressive Corp

Financial Services
14
+ 0.29%
$138.97 - $165.13 $1.95K - $2.31K
4.89K $779K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.49K
+ 12.45%
$49.4 - $51.28 $73.8K - $76.6K
13.5K $691K
STRA
Strategic Education, Inc.

Consumer Defensive
59
+ 1.18%
$75.48 - $94.59 $4.45K - $5.58K
5.07K $468K
HDV
Ishares Core High Dividend ETF

ETFs
751
+ 17.71%
$93.77 - $103.26 $70.4K - $77.5K
4.99K $509K
VNQ
Vanguard Specialized Funds Van

ETFs
114
+ 2.07%
$71.05 - $89.54 $8.1K - $10.2K
5.62K $496K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
147
+ 0.2%
$29.42 - $31.75 $4.32K - $4.67K
73.4K $2.31M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.01%
$71.48 - $84.61 $71.5 - $84.6
8.15K $687K
VOT
Vanguard Mid Cap Growth Index

ETFs
44
+ 1.6%
$180.9 - $221.2 $7.96K - $9.73K
2.79K $612K
SPG
Simon Property Group Inc

Real Estate
44
+ 2.15%
$103.37 - $146.58 $4.55K - $6.45K
2.09K $298K
DFS
Discover Financial Services

Financial Services
2
+ 0.07%
$80.49 - $112.57 $161 - $225
2.86K $321K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
24
+ 0.13%
$41.6 - $47.48 $998 - $1.14K
18.7K $886K
ADI
Analog Devices Inc

Technology
70
+ 2.99%
$155.88 - $200.88 $10.9K - $14.1K
2.41K $479K
BK
Bank Of New York Mellon Corp

Financial Services
160
+ 2.52%
$41.18 - $52.22 $6.59K - $8.36K
6.5K $338K
A
Agilent Technologies, Inc.

Healthcare
34
+ 1.58%
$101.17 - $139.82 $3.44K - $4.75K
2.18K $303K
ILCB
Ishares Morningstar U.S. Equit

ETFs
75
+ 0.89%
$56.59 - $65.96 $4.24K - $4.95K
8.48K $557K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
231
+ 0.76%
$27.9 - $33.35 $6.44K - $7.7K
30.4K $1.01M
TJX
Tjx Companies Inc

Consumer Cyclical
149
+ 1.63%
$87.19 - $93.81 $13K - $14K
9.31K $873K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
31
+ 0.62%
$66.67 - $84.55 $2.07K - $2.62K
5.02K $418K
OMF
One Main Holdings, Inc.

Financial Services
12
+ 0.19%
$35.12 - $49.85 $421 - $598
6.27K $308K
DPZ
Dominos Pizza Inc

Consumer Cyclical
25
+ 1.99%
$338.71 - $413.85 $8.47K - $10.3K
1.28K $529K
CMI
Cummins Inc

Industrials
63
+ 2.04%
$215.24 - $248.27 $13.6K - $15.6K
3.14K $753K
BALL
Ball Corp

Consumer Cyclical
217
+ 4.54%
$42.82 - $59.14 $9.29K - $12.8K
5K $287K
SYY
Sysco Corp

Consumer Defensive
74
+ 1.21%
$62.69 - $75.34 $4.64K - $5.58K
6.2K $453K
DGRO
Ishares Core Dividend Growth E

ETFs
86
+ 0.84%
$47.36 - $54.1 $4.07K - $4.65K
10.3K $553K
EXPD
Expeditors International Of Washington Inc

Industrials
95
+ 3.32%
$107.75 - $128.91 $10.2K - $12.2K
2.96K $376K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
160
+ 1.01%
$74.49 - $77.37 $11.9K - $12.4K
16.1K $1.24M
PSX
Phillips 66

Energy
1
+ 0.03%
$109.19 - $135.72 $109 - $136
3.48K $462K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.15%
$399.56 - $486.79 $400 - $487
652 $315K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.03%
$47.61 - $55.91 $95.2 - $112
7.5K $417K
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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