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
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
DGRO
Ishares Core Dividend Growth E

ETFs
86
+ 0.84%
$47.36 - $54.1 $4.07K - $4.65K
10.3K $553K
SYY
Sysco Corp

Consumer Defensive
74
+ 1.21%
$62.69 - $75.34 $4.64K - $5.58K
6.2K $453K
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
VGT
Vanguard Information Technolog

ETFs
1
+ 0.15%
$399.56 - $486.79 $400 - $487
652 $315K
PSX
Phillips 66

Energy
1
+ 0.03%
$109.19 - $135.72 $109 - $136
3.48K $462K
ABBV
Abb Vie Inc.

Healthcare
43
+ 0.72%
$137.6 - $154.97 $5.92K - $6.66K
5.99K $927K
IWC
Russell Micro Cap ETF

ETFs
4
+ 0.17%
$90.78 - $118.63 $363 - $475
2.38K $276K
GPN
Global Payments Inc

Industrials
26
+ 0.86%
$102.78 - $129.26 $2.67K - $3.36K
3.05K $386K
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
APD
Air Products & Chemicals, Inc.

Basic Materials
117
+ 12.91%
$254.46 - $293.2 $29.8K - $34.3K
1.02K $280K
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
TECK
Teck Resources LTD

Basic Materials
359
+ 4.63%
$34.45 - $42.7 $12.4K - $15.3K
8.11K $342K
ADT
Adt Inc.

Industrials
58
+ 0.55%
$5.58 - $6.88 $324 - $399
10.7K $72K
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
Canadian Pacific Kansas City
1.05K
+ 3.44%
N/A
31.7K $0
LCTD
Blackrock ETF World Ex Us Carb
4.27K
+ 45.98%
N/A
13.5K $0
Blackrock ETF Trust Ii
3.01K
+ 37.09%
N/A
11.1K $0
ET
Energy Transfer LP

Energy
225
+ 1.82%
$13.02 - $14.03 $2.93K - $3.16K
12.6K $173K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
42.2K
+ 83.28%
N/A
92.8K $0
Dimensional ETF Trust
5.16K
+ 22.34%
N/A
28.3K $0
SGDM
Sprott ETF Tr Gold Miners ETF
268
+ 1.37%
N/A
19.8K $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
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
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email