Wealthsource Partners, LLC Incresed Positions in Q4 2023

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.29K
+ 48.23%
$37.74 - $41.31 $200K - $218K
16.3K $667K
IBHD
Ishares Ibonds 2024 Term High

ETFs
9.56K
+ 43.0%
$23.0 - $23.3 $220K - $223K
31.8K $737K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.56K
+ 13.99%
$25.91 - $31.98 $92.1K - $114K
29K $898K
UBER
Uber Technologies, Inc

Technology
8
+ 0.06%
$40.62 - $63.28 $325 - $506
12.9K $795K
HON
Honeywell International Inc

Industrials
43
+ 0.56%
$176.06 - $209.71 $7.57K - $9.02K
7.73K $1.62M
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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.82K
+ 43.15%
$91.22 - $91.84 $166K - $167K
6.02K $550K
GS
Goldman Sachs Group Inc

Financial Services
36
+ 1.5%
$289.91 - $386.41 $10.4K - $13.9K
2.44K $940K
ULCC
Frontier Group Holdings, Inc.

Industrials
19.2K
+ 20.33%
$3.23 - $5.62 $62.1K - $108K
114K $620K
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
DHI
Horton D R Inc

Consumer Cyclical
78
+ 2.74%
$100.66 - $153.13 $7.85K - $11.9K
2.93K $444K
ETN
Eaton Corp PLC

Industrials
416
+ 33.6%
$193.99 - $240.82 $80.7K - $100K
1.65K $398K
CCL
Carnival Corp

Consumer Cyclical
62
+ 0.23%
$11.03 - $19.19 $684 - $1.19K
27.4K $508K
UNP
Union Pacific Corp

Industrials
105
+ 4.36%
$200.64 - $246.02 $21.1K - $25.8K
2.52K $617K
SCHW
Schwab Charles Corp

Financial Services
912
+ 19.81%
$49.33 - $70.98 $45K - $64.7K
5.52K $379K
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
INFL
Listed Fds Tr Horizon Kinetics

ETFs
147
+ 0.2%
$29.42 - $31.75 $4.32K - $4.67K
73.4K $2.31M
VNQ
Vanguard Specialized Funds Van

ETFs
114
+ 2.07%
$71.05 - $89.54 $8.1K - $10.2K
5.62K $496K
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
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
24
+ 0.13%
$41.6 - $47.48 $998 - $1.14K
18.7K $886K
DFS
Discover Financial Services

Financial Services
2
+ 0.07%
$80.49 - $112.57 $161 - $225
2.86K $321K
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
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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