Wealthsource Partners, LLC Sells in Q4 2023

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-3.8K
- 10.32%
$123.4 - $142.82 $469K - $543K
33K $4.65M
VTI
Vanguard Total Stock Market Et

ETFs
-2.14K
- 17.24%
$203.12 - $238.25 $435K - $511K
10.3K $2.44M
TPL
Texas Pacific Land Corp

Energy
-30
- 5.04%
$1485.68 - $1978.32 $44.6K - $59.3K
565 $888K
JNJ
Johnson & Johnson

Healthcare
-1.34K
- 9.38%
$145.6 - $158.88 $196K - $213K
13K $2.03M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.48K
- 19.99%
$133.66 - $158.41 $332K - $393K
9.93K $1.57M
WM
Waste Management Inc

Industrials
-1.49K
- 41.35%
$151.21 - $179.1 $225K - $267K
2.11K $378K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.37K
- 15.94%
$91.67 - $99.66 $217K - $236K
12.5K $1.24M
XLV
Select Sector Spdr Fund Health

ETFs
-1.4K
- 29.15%
$123.14 - $136.38 $172K - $190K
3.39K $462K
EPD
Enterprise Products Partners L.P.

Energy
-4.89K
- 29.81%
$25.89 - $27.68 $127K - $135K
11.5K $303K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.37K
- 28.03%
$149.18 - $181.94 $204K - $249K
3.51K $631K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.38K
- 42.59%
$44.46 - $54.12 $150K - $183K
4.56K $246K
ITA
Ishares Tr

ETFs
-1.91K
- 37.68%
$103.16 - $126.68 $197K - $242K
3.17K $400K
ABT
Abbott Laboratories

Healthcare
-2.34K
- 24.71%
$90.19 - $110.4 $211K - $258K
7.13K $784K
PEP
Pepsico Inc

Consumer Defensive
-780
- 9.47%
$158.08 - $172.01 $123K - $134K
7.46K $1.27M
PPLT
Abrdn Platinum ETF Trust

ETFs
-1.94K
- 27.58%
$78.01 - $92.48 $151K - $180K
5.1K $464K
TGT
Target Corp

Consumer Defensive
-2.3K
- 35.78%
$105.01 - $142.54 $242K - $328K
4.13K $588K
PG
Procter & Gamble CO

Consumer Defensive
-865
- 9.5%
$143.0 - $153.52 $124K - $133K
8.24K $1.21M
PAYX
Paychex Inc

Industrials
-1.08K
- 38.68%
$108.86 - $128.79 $118K - $139K
1.71K $203K
DVN
Devon Energy Corp

Energy
-2.22K
- 30.75%
$42.85 - $50.08 $95.1K - $111K
5K $226K
AMAT
Applied Materials Inc

Technology
-1.24K
- 33.9%
$130.11 - $164.28 $162K - $204K
2.43K $393K
BX
Blackstone Inc.

Financial Services
-1.4K
- 42.32%
$89.61 - $133.13 $125K - $186K
1.9K $249K
AON
Aon PLC

Financial Services
-194
- 14.24%
$288.19 - $335.32 $55.9K - $65.1K
1.17K $339K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4K
- 17.98%
$28.34 - $31.4 $113K - $126K
18.2K $569K
TSLA
Tesla, Inc.

Consumer Cyclical
-326
- 3.53%
$197.36 - $263.62 $64.3K - $85.9K
8.9K $2.21M
CTVA
Corteva, Inc.

Basic Materials
-1.16K
- 9.21%
$43.55 - $51.56 $50.3K - $59.6K
11.4K $545K
COP
Conocophillips

Energy
-657
- 13.06%
$110.52 - $126.59 $72.6K - $83.2K
4.37K $507K
NEE
Nextera Energy Inc

Utilities
-2.02K
- 23.8%
$49.32 - $62.78 $99.6K - $127K
6.47K $392K
VLUE
Ishares Msci Usa Value Factor

ETFs
-3.96K
- 13.22%
$85.95 - $101.55 $340K - $402K
26K $2.63M
LLY
Eli Lilly & CO

Healthcare
-532
- 10.94%
$525.19 - $619.13 $279K - $329K
4.33K $2.53M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-6.6K
- 11.06%
$29.66 - $32.66 $196K - $216K
53.1K $1.73M
FOXA
Fox Corp

Communication Services
-1.92K
- 13.31%
$29.1 - $31.91 $55.7K - $61.1K
12.5K $370K
FTCS
First Trust Capital Strength E

ETFs
-1.78K
- 17.67%
$71.38 - $80.32 $127K - $143K
8.3K $664K
NKE
Nike, Inc.

Consumer Cyclical
-1.65K
- 20.87%
$94.56 - $122.64 $156K - $202K
6.25K $678K
DOW
Dow Inc.

Basic Materials
-1.88K
- 21.44%
$47.54 - $55.71 $89.5K - $105K
6.9K $378K
ORCL
Oracle Corp

Technology
-591
- 3.27%
$100.31 - $117.16 $59.3K - $69.2K
17.5K $1.84M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.16K
- 16.25%
$98.71 - $111.84 $115K - $130K
6K $669K
NVS
Novartis Ag

Healthcare
-625
- 11.24%
$92.27 - $101.54 $57.7K - $63.5K
4.94K $498K
SWN
Southwestern Energy CO

Energy
-10.7K
- 27.86%
$6.06 - $7.55 $64.8K - $80.8K
27.7K $181K
MPC
Marathon Petroleum Corp

Energy
-226
- 2.13%
$141.58 - $155.77 $32K - $35.2K
10.4K $1.54M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.46K
- 14.66%
$28.86 - $32.41 $42.1K - $47.3K
8.49K $248K
T
At&T Inc.

Communication Services
-5.8K
- 26.48%
$14.32 - $17.22 $83.1K - $99.9K
16.1K $270K
PM
Philip Morris International Inc.

Consumer Defensive
-714
- 9.28%
$87.47 - $95.27 $62.5K - $68K
6.98K $657K
IEV
Ishares Tr Europe ETF

ETFs
-18.8K
- 10.28%
$45.53 - $53.1 $854K - $996K
164K $8.65M
WMT
Walmart Inc.

Consumer Defensive
-236
- 3.1%
$150.86 - $169.78 $35.6K - $40.1K
7.37K $1.16M
MS
Morgan Stanley

Financial Services
-1.35K
- 21.67%
$70.4 - $93.66 $95.3K - $127K
4.89K $456K
CAT
Caterpillar Inc

Industrials
-318
- 16.7%
$226.05 - $298.12 $71.9K - $94.8K
1.59K $468K
TRU
Trans Union

Industrials
-540
- 14.62%
$43.3 - $72.01 $23.4K - $38.9K
3.15K $216K
EBAY
Ebay Inc

Consumer Cyclical
-932
- 10.61%
$37.99 - $43.82 $35.4K - $40.8K
7.85K $342K
MP
Mp Materials Corp.

Basic Materials
-3.79K
- 9.11%
$14.94 - $20.64 $56.7K - $78.3K
37.9K $751K
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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