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
NWSA
News Corp

Communication Services
-2.8K
- 15.25%
$19.43 - $24.63 $54.3K - $68.9K
15.5K $381K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-27
- 2.19%
$431.41 - $532.94 $11.6K - $14.4K
1.21K $640K
IBM
International Business Machines Corp

Technology
-435
- 11.04%
$136.38 - $164.71 $59.3K - $71.6K
3.51K $573K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-228
- 5.19%
$49.77 - $61.28 $11.3K - $14K
4.16K $253K
SHOP
Shopify Inc.

Technology
-862
- 22.4%
$46.4 - $79.11 $40K - $68.2K
2.99K $232K
DUK
Duke Energy Corp

Utilities
-26
- 0.89%
$85.44 - $98.31 $2.22K - $2.56K
2.88K $279K
LOW
Lowes Companies Inc

Consumer Cyclical
-79
- 2.66%
$183.62 - $225.59 $14.5K - $17.8K
2.89K $642K
EWJ
Ishares Msci Japan ETF

ETFs
-50
- 0.63%
$57.34 - $64.14 $2.87K - $3.21K
7.88K $505K
ROBO
Robo Global Robotics And Autom

ETFs
-208
- 3.62%
$45.51 - $57.66 $9.47K - $12K
5.53K $316K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-106
- 2.52%
$110.2 - $125.58 $11.7K - $13.3K
4.1K $512K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-1.45K
- 15.2%
$35.5 - $59.47 $51.6K - $86.5K
8.11K $469K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-2.25K
- 4.16%
$32.53 - $35.17 $73.2K - $79.1K
51.8K $1.82M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-8
- 0.18%
$61.43 - $70.36 $491 - $563
4.56K $320K
CRM
Salesforce, Inc.

Technology
-1.12K
- 20.8%
$196.25 - $267.25 $219K - $298K
4.25K $1.12M
KO
Coca Cola CO

Consumer Defensive
-231
- 1.54%
$52.38 - $59.93 $12.1K - $13.8K
14.8K $873K
IBB
Ishares Biotechnology ETF

ETFs
-106
- 3.17%
$112.41 - $137.03 $11.9K - $14.5K
3.24K $439K
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-450
- 1.44%
$27.45 - $29.54 $12.4K - $13.3K
30.7K $905K
IXN
Ishares Global Information Tec

ETFs
-7.47K
- 14.18%
$56.54 - $68.43 $422K - $511K
45.2K $3.08M
SLV
I Shares Silver Trust

ETFs
-213
- 0.77%
$19.25 - $23.33 $4.1K - $4.97K
27.4K $597K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-190
- 0.99%
$47.09 - $52.78 $8.95K - $10K
18.9K $983K
ACN
Accenture PLC

Technology
-63
- 4.5%
$290.04 - $354.45 $18.3K - $22.3K
1.34K $469K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-11
- 0.28%
$85.36 - $100.86 $939 - $1.11K
3.9K $391K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-235
- 1.19%
$40.92 - $44.8 $9.62K - $10.5K
19.5K $871K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-37
- 2.58%
$256.94 - $304.21 $9.51K - $11.3K
1.4K $422K
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
-501
- 3.2%
$24.28 - $31.39 $12.2K - $15.7K
15.2K $445K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-124
- 1.92%
$38.82 - $50.45 $4.81K - $6.26K
6.33K $312K
CCJ
Cameco Corp

Energy
-466
- 2.3%
$36.16 - $46.34 $16.9K - $21.6K
19.8K $854K
IEFA
Ishares Tr

ETFs
-3.62K
- 7.07%
$61.3 - $70.47 $222K - $255K
47.5K $3.34M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-207
- 1.25%
$32.36 - $37.66 $6.7K - $7.8K
16.3K $612K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-828
- 4.99%
$54.4 - $64.25 $45K - $53.2K
15.8K $1.01M
AMT
American Tower Corp

Real Estate
-104
- 6.37%
$157.68 - $217.16 $16.4K - $22.6K
1.53K $329K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-114
- 2.17%
$34.1 - $54.26 $3.89K - $6.19K
5.14K $269K
LHX
L3 Harris Technologies, Inc.

Industrials
-224
- 7.5%
$161.28 - $210.92 $36.1K - $47.2K
2.76K $581K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-282
- 0.96%
$22.28 - $25.74 $6.28K - $7.26K
29.2K $749K
PDN
Invesco Fd Tr

ETFs
-1.42K
- 3.71%
$27.78 - $32.51 $39.5K - $46.3K
37K $1.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
-812
- 1.82%
$22.43 - $25.87 $18.2K - $21K
43.8K $1.13M
FNK
First Trust Mid Cap Value Alph

ETFs
-1.2K
- 5.79%
$41.67 - $51.49 $50K - $61.8K
19.5K $995K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-145
- 0.32%
$22.36 - $24.96 $3.24K - $3.62K
45.6K $1.14M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-3.5K
- 3.46%
$21.11 - $23.38 $74K - $81.9K
97.8K $2.28M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-225
- 1.27%
$28.82 - $36.11 $6.48K - $8.12K
17.5K $627K
MCD
Mcdonalds Corp

Consumer Cyclical
-39
- 1.47%
$246.19 - $296.51 $9.6K - $11.6K
2.62K $776K
IWM
Ishares Russell 2000 ETF

ETFs
-105
- 2.58%
$162.21 - $204.82 $17K - $21.5K
3.97K $796K
QJUN
First Tr ETF
-15
- 0.04%
$21.25 - $24.14 $319 - $362
35.4K $852K
FDTS
First Tr Developed Mkts Ex Us

ETFs
-271
- 0.6%
$36.18 - $40.43 $9.8K - $11K
44.8K $1.81M
TRV
Travelers Companies, Inc.

Financial Services
-115
- 2.82%
$157.92 - $190.49 $18.2K - $21.9K
3.96K $754K
FDT
First Trust Developed Markets

ETFs
-529
- 1.03%
$47.22 - $52.8 $25K - $27.9K
51K $2.68M
VTV
Vanguard Value ETF

ETFs
-46
- 0.54%
$131.82 - $149.95 $6.06K - $6.9K
8.45K $1.26M
MRK
Merck & Co., Inc.

Healthcare
-121
- 0.7%
$100.18 - $109.02 $12.1K - $13.2K
17.1K $1.86M
HD
Home Depot, Inc.

Consumer Cyclical
-601
- 8.81%
$276.46 - $354.0 $166K - $213K
6.22K $2.15M
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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