Wealthsource Partners, LLC has filed its 13F form on January 12, 2024 for Q4 2023 where it was disclosed a total value porftolio of $1.52 Billion distributed in 503 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $179M, Spdr Portfolio Aggregate Bond with a value of $104M, Ishares Msci Usa Quality Facto with a value of $92M, Ishares Trust Ishares Esg Awar with a value of $50.2M, and Msci Eafe Value ETF with a value of $38.9M.
Examining the 13F form we can see an increase of $69.2M in the current position value, from $1.45B to 1.52B.
Below you can find more details about Wealthsource Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.52 Billion
ETFs: $1.29 Billion
Technology: $70.6 Million
Financial Services: $37.6 Million
Consumer Cyclical: $23.6 Million
Energy: $20.8 Million
Industrials: $19.6 Million
Healthcare: $15.8 Million
Communication Services: $15.1 Million
Other: $20.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
