Wealthsource Partners, LLC New Holdings in Q4 2023

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
547K
New
$47.86 - $55.5 $26.2M - $30.4M
547K $30.3M
OEF
Ishares S&P 100 ETF

ETFs
88.7K
New
$193.71 - $224.12 $17.2M - $19.9M
88.7K $19.8M
IXC
Ishares Tr Global Energy ETF

ETFs
223K
New
$38.15 - $42.12 $8.52M - $9.41M
223K $8.73M
VGLT
Vanguard Long Term Treasury Et

ETFs
49.7K
New
$52.05 - $62.44 $2.59M - $3.1M
49.7K $3.06M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
77.3K
New
$33.87 - $39.03 $2.62M - $3.02M
77.3K $3.02M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
62K
New
$40.67 - $44.21 $2.52M - $2.74M
62K $2.73M
AGZ
Ishares Agency Bond ETF

ETFs
10.9K
New
$104.8 - $108.56 $1.15M - $1.19M
10.9K $1.19M
HYDB
Ishares Tr Edge High Yield Def

ETFs
16.4K
New
$42.96 - $46.57 $703K - $762K
16.4K $756K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
8.25K
New
$70.68 - $84.86 $583K - $700K
8.25K $696K
JBBB
Janus Detroit Str Tr Henderson

ETFs
14K
New
$46.25 - $48.21 $645K - $673K
14K $669K
DVYE
Ishares Emerging Markets Divid

ETFs
21.3K
New
$22.96 - $26.65 $488K - $567K
21.3K $563K
XAR
Spdr S&P Aerospace & Defense E

ETFs
3.66K
New
$109.6 - $136.33 $401K - $499K
3.66K $496K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
20.8K
New
$23.15 - $23.9 $480K - $496K
20.8K $496K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.6K
New
$42.6 - $46.25 $452K - $490K
10.6K $488K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
18.7K
New
$23.29 - $25.52 $435K - $476K
18.7K $473K
ILF
Ishares Latin America 40 ETF

ETFs
16.1K
New
$24.15 - $29.69 $390K - $479K
16.1K $469K
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.82K
New
$47.09 - $49.87 $415K - $440K
8.82K $438K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.45K
New
$57.2 - $64.11 $369K - $413K
6.45K $410K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
15.6K
New
$23.89 - $24.55 $373K - $384K
15.6K $383K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
16.3K
New
$22.34 - $23.28 $363K - $378K
16.3K $376K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13.4K
New
$23.71 - $26.6 $317K - $355K
13.4K $354K
VO
Vanguard Mid Cap ETF

ETFs
1.22K
New
$195.66 - $233.95 $239K - $286K
1.22K $284K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.33K
New
$73.81 - $81.64 $246K - $272K
3.33K $270K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.12K
New
$29.46 - $34.07 $210K - $243K
7.12K $242K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
106
New
$1781.48 - $2340.0 $189K - $248K
106 $242K
LRCX
Lam Research Corp

Technology
303
New
$583.34 - $795.71 $177K - $241K
303 $237K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
10K
New
$22.13 - $23.05 $222K - $231K
10K $229K
SSO
Proshares Ultra S&P 500

ETFs
3.52K
New
$48.93 - $65.42 $172K - $230K
3.52K $228K
HYG
Ishares Tr

ETFs
2.94K
New
$71.78 - $77.94 $211K - $229K
2.94K $227K
IWX
Ishares Tr Russell 200 Value E

ETFs
3.16K
New
$62.27 - $70.35 $197K - $223K
3.16K $221K
FAST
Fastenal CO

Industrials
3.37K
New
$54.19 - $65.45 $183K - $221K
3.37K $218K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.07K
New
$85.66 - $105.12 $177K - $217K
2.07K $216K
MCK
Mckesson Corp

Healthcare
459
New
$437.42 - $470.64 $201K - $216K
459 $212K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.8K
New
$65.84 - $75.47 $185K - $212K
2.8K $211K
PANW
Palo Alto Networks Inc

Technology
714
New
$231.71 - $313.86 $165K - $224K
714 $210K
ISRG
Intuitive Surgical Inc

Healthcare
613
New
$258.49 - $338.39 $158K - $207K
613 $206K
BAX
Baxter International Inc

Healthcare
5.27K
New
$31.71 - $38.95 $167K - $205K
5.27K $203K
CRK
Comstock Resources Inc

Energy
15.1K
New
$8.4 - $13.31 $127K - $201K
15.1K $133K
IAUX
I 80 Gold Corp.
22.9K
New
$1.29 - $1.88 $29.5K - $43K
22.9K $40K
NKLA
Nikola Corp

Industrials
10.2K
New
$0.69 - $1.46 $7.04K - $14.9K
10.2K $8K
TAFI
Ab Active Etfs Inc Tax Aware S
40.4K
New
N/A
40.4K $0
Ea Series Trust
10.8K
New
N/A
10.8K $0
NVBW
Aim ETF Prods Tr Allianzim U S
7.2K
New
N/A
7.2K $0
Atlas Energy Solutions Inc
10K
New
N/A
10K $0
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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