Wealthsource Partners, LLC Purchases in Q4 2023

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
43
+ 0.72%
$137.6 - $154.97 $5.92K - $6.66K
5.99K $927K
IAUX
I 80 Gold Corp.
22.9K
New
$1.29 - $1.88 $29.5K - $43K
22.9K $40K
GPN
Global Payments Inc

Industrials
26
+ 0.86%
$102.78 - $129.26 $2.67K - $3.36K
3.05K $386K
IWC
Russell Micro Cap ETF

ETFs
4
+ 0.17%
$90.78 - $118.63 $363 - $475
2.38K $276K
SAVE
Spirit Airlines, Inc.

Industrials
2.19K
+ 6.9%
$8.78 - $16.85 $19.2K - $36.9K
33.9K $556K
AZO
Autozone Inc

Consumer Cyclical
8
+ 3.17%
$2416.54 - $2719.78 $19.3K - $21.8K
260 $672K
DHR
Danaher Corp

Healthcare
213
+ 19.0%
$185.1 - $233.13 $39.4K - $49.7K
1.33K $308K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
+ 0.71%
$872.0 - $995.92 $3.49K - $3.98K
568 $539K
HYLS
First Tr Tactical High Yield L

ETFs
95
+ 1.01%
$38.23 - $41.71 $3.63K - $3.96K
9.46K $393K
IDEV
Ishares Core Msci Intl Develop

ETFs
38
+ 0.93%
$55.44 - $63.79 $2.11K - $2.42K
4.11K $261K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
187
+ 1.69%
$16.83 - $19.58 $3.15K - $3.66K
11.3K $215K
CMCSA
Comcast Corp

Communication Services
620
+ 5.2%
$39.15 - $44.7 $24.3K - $27.7K
12.5K $550K
MDLZ
Mondelez International, Inc.

Consumer Defensive
43
+ 0.74%
$61.04 - $73.11 $2.62K - $3.14K
5.86K $424K
FCNCA
First Citizens Bancshares Inc

Financial Services
2
+ 0.47%
$1290.13 - $1485.79 $2.58K - $2.97K
429 $608K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
186
+ 2.99%
$46.0 - $47.56 $8.56K - $8.85K
6.41K $304K
ABEQ
Unified Ser Tr Absolute Core S

ETFs
55
+ 0.43%
$26.79 - $28.77 $1.47K - $1.58K
12.8K $364K
FISV
Fiserv Inc

Technology
91
+ 2.32%
N/A
4.01K $501K
TEI
Templeton Emerging Markets Income Fund

Financial Services
422
+ 2.85%
$4.37 - $5.23 $1.84K - $2.21K
15.2K $77K
ADT
Adt Inc.

Industrials
58
+ 0.55%
$5.58 - $6.88 $324 - $399
10.7K $72K
TECK
Teck Resources LTD

Basic Materials
359
+ 4.63%
$34.45 - $42.7 $12.4K - $15.3K
8.11K $342K
NKLA
Nikola Corp

Industrials
10.2K
New
$0.69 - $1.46 $7.04K - $14.9K
10.2K $8K
LPI
Laredo Petroleum, Inc.

Energy
136
+ 2.37%
N/A
5.88K $285K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
128
+ 0.99%
$50.48 - $50.89 $6.46K - $6.51K
13.1K $663K
Ea Series Trust
10.8K
New
N/A
10.8K $0
Dimensional ETF Trust
5.16K
+ 22.34%
N/A
28.3K $0
Blackrock ETF Trust Ii
3.01K
+ 37.09%
N/A
11.1K $0
SGDM
Sprott ETF Tr Gold Miners ETF
268
+ 1.37%
N/A
19.8K $0
LCTD
Blackrock ETF World Ex Us Carb
4.27K
+ 45.98%
N/A
13.5K $0
Atlas Energy Solutions Inc
10K
New
N/A
10K $0
NVBW
Aim ETF Prods Tr Allianzim U S
7.2K
New
N/A
7.2K $0
ET
Energy Transfer LP

Energy
225
+ 1.82%
$13.02 - $14.03 $2.93K - $3.16K
12.6K $173K
TAFI
Ab Active Etfs Inc Tax Aware S
40.4K
New
N/A
40.4K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
42.2K
+ 83.28%
N/A
92.8K $0
Canadian Pacific Kansas City
1.05K
+ 3.44%
N/A
31.7K $0
KOCT
Innovator Laddered Fund Of U.S
475
+ 4.02%
N/A
12.3K $0
KRP
Kimbell Royalty Partners, LP

Energy
471
+ 3.2%
$14.52 - $16.6 $6.84K - $7.82K
15.2K $228K
MO
Altria Group, Inc.

Consumer Defensive
17
+ 0.31%
$39.26 - $43.19 $667 - $734
5.49K $221K
FDX
Fedex Corp

Industrials
27
+ 1.93%
$227.93 - $281.92 $6.15K - $7.61K
1.42K $359K
IBKR
Interactive Brokers Group, Inc.

Financial Services
343
+ 3.02%
$76.41 - $89.67 $26.2K - $30.8K
11.7K $969K
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.24%
$210.37 - $250.18 $1.05K - $1.25K
2.12K $492K
RRC
Range Resources Corp

Energy
2.1K
+ 4.22%
$29.08 - $37.35 $60.9K - $78.2K
51.8K $1.58M
BP
Bp PLC

Energy
144
+ 0.77%
$34.68 - $40.81 $4.99K - $5.88K
18.9K $668K
ACGL
Arch Capital Group Ltd.

Financial Services
75
+ 0.64%
$73.42 - $90.0 $5.51K - $6.75K
11.8K $876K
CSCO
Cisco Systems, Inc.

Technology
829
+ 2.36%
$47.7 - $54.39 $39.5K - $45.1K
36K $1.82M
CVE
Cenovus Energy Inc.

Energy
572
+ 2.48%
$15.75 - $21.21 $9.01K - $12.1K
23.6K $393K
SLB
Schlumberger Limited

Energy
191
+ 1.05%
$48.46 - $60.59 $9.26K - $11.6K
18.3K $953K
PCT
Pure Cycle Technologies, Inc.

Industrials
4.49K
+ 5.29%
$2.8 - $5.61 $12.6K - $25.2K
89.3K $361K
XOM
Exxon Mobil Corp

Energy
262
+ 0.85%
$98.05 - $115.83 $25.7K - $30.3K
31.2K $3.12M
SJT
San Juan Basin Royalty Trust

Energy
6.45K
+ 1.27%
$5.04 - $7.68 $32.5K - $49.5K
514K $2.61M
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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