Wealthsource Partners, LLC Incresed Positions in Q4 2023

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
34.1K
+ 5.77%
$127.66 - $147.99 $4.36M - $5.05M
625K $92M
IYW
Ishares Dj Us Tech ETF

ETFs
62.4K
+ 35.52%
$101.31 - $123.31 $6.32M - $7.7M
238K $29.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
157K
+ 595.29%
$50.01 - $50.49 $7.87M - $7.94M
184K $9.24M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
97.2K
+ 39.47%
$59.43 - $59.85 $5.78M - $5.82M
344K $20.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
16.6K
+ 0.41%
$23.71 - $25.74 $394K - $428K
4.07M $104M
IVW
Ishares S&P 500 Growth ETF

ETFs
28.3K
+ 12.86%
$65.78 - $75.4 $1.86M - $2.13M
248K $18.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
11.2K
+ 51.17%
$225.16 - $263.17 $2.51M - $2.93M
32.9K $8.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.08K
+ 44.18%
$377.32 - $438.19 $2.29M - $2.66M
19.8K $8.66M
SHV
Ishares Tr

ETFs
29.2K
+ 102.4%
$109.86 - $110.59 $3.21M - $3.23M
57.8K $6.37M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
53.1K
+ 96.7%
$47.36 - $51.14 $2.52M - $2.72M
108K $5.52M
XLG
Invesco Exchange Traded Fd Tr

ETFs
38.3K
+ 14.09%
$32.87 - $37.84 $1.26M - $1.45M
310K $11.7M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
103K
+ 61.46%
$20.08 - $20.45 $2.07M - $2.11M
271K $5.55M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
87.5K
+ 543.26%
$22.97 - $23.28 $2.01M - $2.04M
104K $2.41M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
71.9K
+ 60.91%
$24.66 - $24.91 $1.77M - $1.79M
190K $4.73M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13.7K
+ 342.25%
$111.61 - $117.37 $1.53M - $1.61M
17.7K $2.07M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
64.4K
+ 398.21%
$20.07 - $24.05 $1.29M - $1.55M
80.6K $1.92M
IYE
Ishares Tr

ETFs
29K
+ 189.73%
$42.54 - $48.28 $1.23M - $1.4M
44.3K $1.95M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.8K
+ 31.62%
$68.04 - $73.9 $806K - $875K
49.3K $3.63M
SUB
Ishares Short Term National Mu

ETFs
8.35K
+ 23.48%
$102.62 - $105.46 $856K - $880K
43.9K $4.63M
USFR
Wisdomtree Floating Rate Treas

ETFs
18.1K
+ 58.99%
$50.21 - $50.49 $908K - $913K
48.8K $2.45M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
10.5K
+ 17.86%
$44.97 - $52.49 $472K - $551K
69.2K $3.62M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.4K
+ 7.45%
$82.77 - $100.51 $281K - $341K
49K $4.84M
DFSV
Dimensional ETF Tr Dimensional

ETFs
9.64K
+ 9.35%
$23.61 - $29.53 $228K - $285K
113K $3.28M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.76K
+ 11.0%
$96.33 - $98.68 $555K - $568K
58.1K $5.73M
IWN
Ishares Russell2000 Val ETF

ETFs
2.34K
+ 17.7%
$125.51 - $158.2 $293K - $370K
15.5K $2.42M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
27.9K
+ 21.47%
$18.7 - $19.3 $522K - $539K
158K $3.05M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
11.2K
+ 194.24%
$47.27 - $52.23 $527K - $583K
16.9K $879K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
22.6K
+ 19.48%
$22.23 - $22.92 $503K - $519K
139K $3.15M
AGI
Alamos Gold Inc

Basic Materials
9.64K
+ 5.22%
$10.92 - $14.86 $105K - $143K
194K $2.62M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
22.1K
+ 22.15%
$23.75 - $23.91 $525K - $529K
122K $2.91M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.4K
+ 36.89%
$49.96 - $50.44 $519K - $524K
38.6K $1.94M
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.6K
+ 16.45%
$22.36 - $22.77 $438K - $447K
139K $3.15M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
13.8K
+ 58.35%
$26.77 - $29.6 $369K - $408K
37.4K $1.1M
VEA
Vanguard Ftse Developed Market

ETFs
7.15K
+ 40.51%
$41.58 - $47.99 $297K - $343K
24.8K $1.19M
CNI
Canadian National Railway CO

Industrials
505
+ 2.72%
$104.53 - $125.83 $52.8K - $63.5K
19.1K $2.4M
VUG
Vanguard Growth ETF

ETFs
632
+ 14.15%
$261.54 - $312.16 $165K - $197K
5.1K $1.59M
IGF
Ishares Global Infrastructure

ETFs
6.46K
+ 50.57%
$41.18 - $48.0 $266K - $310K
19.2K $905K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.33K
+ 5.64%
$77.74 - $91.23 $103K - $121K
24.8K $2.26M
DFAI
Dimensional ETF Tr

ETFs
9
+ 0.01%
$24.88 - $28.69 $224 - $258
131K $3.76M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
5.64K
+ 27.2%
$30.83 - $39.44 $174K - $222K
26.4K $999K
IEF
Ishares Barclays

ETFs
3.21K
+ 119.37%
$88.95 - $97.0 $285K - $311K
5.89K $567K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.1K
+ 72.66%
$204.07 - $257.57 $224K - $283K
2.61K $659K
BA
Boeing CO

Industrials
323
+ 9.62%
$177.73 - $264.27 $57.4K - $85.4K
3.68K $959K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.74K
+ 26.2%
$50.31 - $58.65 $188K - $219K
18K $1.05M
IGM
Ishares Expanded Tech Sector E

ETFs
370
+ 19.68%
$365.86 - $450.72 $135K - $167K
2.25K $1.01M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
10.5K
+ 125.48%
$24.16 - $26.52 $254K - $278K
18.9K $497K
MCO
Moodys Corp

Financial Services
46
+ 1.31%
$301.97 - $391.62 $13.9K - $18K
3.57K $1.39M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.98K
+ 12.53%
$46.16 - $47.09 $230K - $235K
44.7K $2.1M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.08K
+ 1.66%
$20.67 - $20.89 $146K - $148K
434K $9.07M
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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