Wealthsource Partners, LLC Reduced Holdings in Q4 2023

Wealthsource Partners, LLC

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

ETFs
-500K
- 95.84%
$32.26 - $35.46 $16.1M - $17.7M
21.7K $766K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-186K
- 43.87%
$70.49 - $76.74 $13.1M - $14.3M
238K $18.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-40.3K
- 88.51%
$232.04 - $279.85 $9.36M - $11.3M
5.24K $1.45M
EFG
Msci Eafe Growth ETF

ETFs
-141K
- 26.5%
$82.53 - $96.98 $11.6M - $13.7M
391K $37.9M
TFLO
Ishares Treasury Floating Rate

ETFs
-107K
- 16.73%
$50.37 - $50.75 $5.4M - $5.44M
533K $26.9M
EFV
Msci Eafe Value ETF

ETFs
-156K
- 17.32%
$46.57 - $52.25 $7.28M - $8.17M
746K $38.9M
MUB
Ishares National Muni Bond ETF

ETFs
-48K
- 31.97%
$100.97 - $108.77 $4.85M - $5.23M
102K $11.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-83.3K
- 19.27%
$70.56 - $78.63 $5.88M - $6.55M
349K $27.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-194K
- 33.76%
$21.6 - $23.13 $4.19M - $4.48M
380K $8.76M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-84.7K
- 49.88%
$46.12 - $47.85 $3.91M - $4.05M
85.1K $4.07M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-71.1K
- 41.55%
$29.26 - $32.06 $2.08M - $2.28M
100K $3.21M
EEM
Ishares Msci Emerging Markets

ETFs
-54.5K
- 54.21%
$36.53 - $40.3 $1.99M - $2.2M
46.1K $1.85M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-36K
- 63.18%
$43.05 - $47.12 $1.55M - $1.69M
21K $984K
IYH
Ishares Tr

ETFs
-5.12K
- 52.36%
$257.23 - $286.28 $1.32M - $1.46M
4.65K $1.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-16.9K
- 34.87%
$87.61 - $110.11 $1.48M - $1.86M
31.5K $3.41M
TIP
Ishares Tr Tips Bd ETF

ETFs
-13K
- 13.02%
$102.12 - $107.97 $1.33M - $1.41M
87K $9.35M
CYA
Simplify Exchange Traded Fds T

ETFs
-30K
- 15.21%
$0.2 - $5.96 $5.99K - $179K
167K $33K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-23.8K
- 71.47%
$40.81 - $44.39 $971K - $1.06M
9.5K $417K
PWZ
Invesco California Amt Free Mu

ETFs
-46.9K
- 28.57%
$22.61 - $25.09 $1.06M - $1.18M
117K $2.93M
AMGN
Amgen Inc

Healthcare
-3.58K
- 43.08%
$255.7 - $288.46 $916K - $1.03M
4.74K $1.36M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-19.7K
- 21.95%
$25.07 - $29.37 $493K - $578K
70K $1.75M
FTGC
First Trust Global Tactical CO

ETFs
-29.3K
- 22.66%
$22.25 - $24.14 $651K - $707K
99.9K $2.24M
CVX
Chevron Corp

Energy
-2.48K
- 12.72%
$141.77 - $169.1 $352K - $420K
17K $2.54M
NEAR
Blackrock Short Maturity Bond

ETFs
-16.2K
- 7.99%
$49.7 - $50.52 $804K - $817K
186K $9.41M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-10.2K
- 71.61%
$65.9 - $75.7 $674K - $775K
4.06K $306K
XLE
Energy Sector Spdr

ETFs
-5.54K
- 17.6%
$81.2 - $91.96 $450K - $510K
26K $2.18M
EUSB
Ishares Tr Esg Advanced Total

Technology
-18.1K
- 36.21%
$39.96 - $43.44 $723K - $786K
31.9K $1.38M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-24.4K
- 12.56%
$39.52 - $42.54 $963K - $1.04M
170K $7.19M
IXJ
Ishares Global Healthcare ETF

ETFs
-7.64K
- 76.71%
$78.24 - $86.72 $597K - $662K
2.32K $201K
CNQ
Canadian Natural Resources LTD

Energy
-8.85K
- 46.61%
$60.19 - $67.92 $533K - $601K
10.1K $664K
EMB
Ishares Tr

ETFs
-12.1K
- 14.65%
$79.71 - $89.68 $965K - $1.09M
70.6K $6.28M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.43K
- 18.69%
$412.55 - $479.0 $1M - $1.16M
10.6K $5.05M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-10.6K
- 15.29%
$23.52 - $27.59 $249K - $293K
58.8K $1.39M
HDGE
Advisorshares Tr Ranger Equity

ETFs
-9.82K
- 13.03%
$18.9 - $25.91 $186K - $254K
65.5K $1.26M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-4.97K
- 38.63%
$103.08 - $127.26 $512K - $632K
7.89K $987K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-21.2K
- 9.97%
$30.91 - $32.89 $654K - $696K
191K $6.28M
CMF
Ishares California Muni Bond E

ETFs
-17.2K
- 8.78%
$53.93 - $58.09 $929K - $1M
179K $10.4M
PFE
Pfizer Inc

Healthcare
-8.74K
- 28.08%
$26.13 - $33.94 $228K - $297K
22.4K $644K
XLK
Technology Sector Spdr

ETFs
-3.69K
- 32.28%
$160.19 - $193.07 $591K - $712K
7.74K $1.49M
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.17K
- 43.43%
$64.84 - $78.27 $400K - $483K
8.03K $624K
FEMS
First Trust Emerging Markets S

ETFs
-9.18K
- 13.58%
$35.6 - $38.44 $327K - $353K
58.4K $2.25M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-10K
- 18.47%
$44.12 - $47.93 $441K - $479K
44.2K $2.11M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-10.7K
- 35.44%
$33.79 - $36.59 $360K - $390K
19.4K $706K
AVIG
American Centy ETF Tr Avantis

ETFs
-12.5K
- 13.87%
$38.59 - $42.0 $482K - $524K
77.5K $3.24M
GNMA
Ishares Gnma Bond ETF

ETFs
-10.9K
- 14.99%
$40.5 - $44.38 $440K - $482K
61.6K $2.73M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-351
- 0.39%
$16.65 - $21.27 $5.84K - $7.47K
90.2K $1.53M
BMY
Bristol Myers Squibb CO

Healthcare
-2.16K
- 10.01%
$48.48 - $57.85 $105K - $125K
19.4K $996K
SILJ
ETF Managers Tr Etfmg Prime Jr

ETFs
-37.6K
- 48.02%
$7.97 - $10.44 $300K - $393K
40.7K $407K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
-17.7K
- 19.79%
$12.58 - $13.19 $222K - $233K
71.6K $916K
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