Wealthsource Partners, LLC Sells in Q4 2023

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
OUNZ
Van Eck Merk Gold Trust

ETFs
-71
- 0.14%
$17.61 - $20.1 $1.25K - $1.43K
49.8K $993K
LMT
Lockheed Martin Corp

Industrials
-218
- 4.79%
$397.35 - $458.04 $86.6K - $99.9K
4.34K $1.97M
USXF
Ishares Esg Advanced Msci Usa

Technology
-3.7K
- 7.64%
$33.24 - $39.9 $123K - $148K
44.7K $1.78M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-6.34K
- 5.07%
$22.18 - $25.58 $141K - $162K
119K $3.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
-753
- 7.57%
$410.68 - $476.69 $309K - $359K
9.19K $4.37M
RDVY
First Trust Rising Dividend Ac

ETFs
-6.33K
- 8.15%
$43.44 - $52.04 $275K - $329K
71.4K $3.69M
IAU
Ishares Gold Trust

ETFs
-1.2K
- 2.92%
$34.47 - $39.34 $41.4K - $47.2K
39.9K $1.56M
NFLX
Netflix Inc

Communication Services
-89
- 5.97%
$346.19 - $495.02 $30.8K - $44.1K
1.4K $683K
VB
Vanguard Small Cap ETF

ETFs
-805
- 6.68%
$175.26 - $215.9 $141K - $174K
11.2K $2.4M
MU
Micron Technology Inc

Technology
-103
- 1.38%
$64.53 - $87.06 $6.65K - $8.97K
7.36K $628K
GOOGL
Alphabet Inc.

Communication Services
-136
- 0.78%
$122.17 - $141.52 $16.6K - $19.2K
17.3K $2.41M
VZ
Verizon Communications Inc

Communication Services
-616
- 2.07%
$30.67 - $38.65 $18.9K - $23.8K
29.2K $1.1M
AVUS
American Centy ETF Tr Avantis

ETFs
-484
- 2.25%
$69.78 - $82.0 $33.8K - $39.7K
21K $1.71M
VIG
Vanguard Dividend Appreciation

ETFs
-434
- 2.92%
$150.16 - $171.16 $65.2K - $74.3K
14.4K $2.46M
NVDA
Nvidia Corp

Technology
-743
- 8.63%
$403.26 - $504.09 $300K - $375K
7.87K $3.9M
SGOL
Abrdn Gold ETF Trust

ETFs
-112
- 0.15%
$17.41 - $19.87 $1.95K - $2.23K
76.4K $1.51M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-33.7K
- 3.68%
$23.94 - $26.72 $807K - $900K
882K $23.4M
BAC
Bank Of America Corp

Financial Services
-3.22K
- 7.16%
$25.17 - $33.94 $80.9K - $109K
41.7K $1.4M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.48K
- 1.91%
$24.79 - $28.64 $36.6K - $42.2K
75.6K $2.16M
AMD
Advanced Micro Devices Inc

Technology
-1.79K
- 17.43%
$93.67 - $148.76 $168K - $267K
8.49K $1.25M
UPWK
Upwork, Inc

Industrials
-1.94K
- 2.95%
$9.98 - $15.49 $19.4K - $30K
63.8K $948K
ROST
Ross Stores, Inc.

Consumer Cyclical
-47
- 0.52%
$111.72 - $138.39 $5.25K - $6.5K
9.08K $1.26M
STLA
Stellantis N.V.

Consumer Cyclical
-1.27K
- 1.98%
$18.0 - $23.59 $22.9K - $30K
63.1K $1.47M
SPGI
S&P Global Inc.

Financial Services
-64
- 1.75%
$342.48 - $441.84 $21.9K - $28.3K
3.58K $1.58M
MBB
Ishares Tr

ETFs
-15.6K
- 4.79%
$85.82 - $94.55 $1.34M - $1.47M
310K $29.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-446
- 1.26%
$98.28 - $111.36 $43.8K - $49.7K
34.9K $3.86M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.29K
- 0.89%
$32.79 - $35.63 $42.3K - $46K
144K $5.14M
EMLP
First Tr Exchange Traded Iv

ETFs
-407
- 0.19%
$25.39 - $27.98 $10.3K - $11.4K
218K $6.04M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-19
- 0.1%
$82.1 - $104.53 $1.56K - $1.99K
19.7K $2.03M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.8K
- 2.55%
$30.37 - $35.31 $85K - $98.8K
107K $3.77M
GLD
Spdr Gold Trust

ETFs
-730
- 3.35%
$168.83 - $192.59 $123K - $141K
21K $4.02M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-2.24K
- 2.69%
$30.38 - $38.15 $68K - $85.3K
80.8K $3.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-293
- 3.38%
$343.66 - $411.5 $101K - $121K
8.37K $3.43M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-311
- 0.37%
$33.0 - $39.88 $10.3K - $12.4K
83.1K $3.26M
SEMR
Se Mrush Holdings, Inc.

Technology
-333
- 0.43%
$7.61 - $14.05 $2.53K - $4.68K
76.4K $1.04M
META
Meta Platforms, Inc.

Communication Services
-115
- 1.42%
$288.35 - $358.32 $33.2K - $41.2K
7.99K $2.83M
V
Visa Inc.

Financial Services
-352
- 2.18%
$228.81 - $262.38 $80.5K - $92.4K
15.8K $4.11M
COST
Costco Wholesale Corp

Consumer Defensive
-335
- 5.08%
$543.03 - $681.24 $182K - $228K
6.26K $4.13M
INTC
Intel Corp

Technology
-1.26K
- 3.88%
$32.52 - $50.76 $41K - $64K
31.3K $1.57M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-872
- 2.65%
$135.38 - $157.63 $118K - $137K
32K $5.03M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-6.06K
- 5.73%
$72.21 - $84.55 $438K - $513K
99.8K $8.42M
JPM
Jpmorgan Chase & CO

Financial Services
-820
- 3.55%
$135.69 - $170.3 $111K - $140K
22.3K $3.79M
INTU
Intuit Inc

Technology
-20
- 0.49%
$479.45 - $629.12 $9.59K - $12.6K
4.05K $2.53M
AVGO
Broadcom Inc.

Technology
-9
- 0.43%
$814.83 - $1147.0 $7.33K - $10.3K
2.07K $2.31M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-58.4K
- 6.93%
$24.55 - $29.44 $1.43M - $1.72M
784K $22.8M
FYX
First Tr Small Cap Core Alphad

ETFs
-786
- 0.91%
$74.82 - $93.04 $58.8K - $73.1K
85.2K $7.8M
DFAU
Dimensional ETF Tr

ETFs
-7.06K
- 2.06%
$28.58 - $33.37 $202K - $236K
337K $11.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.08K
- 2.5%
$119.57 - $154.07 $129K - $167K
42.3K $6.42M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-917
- 0.25%
$24.91 - $29.38 $22.8K - $26.9K
368K $10.8M
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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