Wealthsource Partners, LLC Portfolio Holdings
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 503
- Current Value $1.52 Billion
- Prior Value $1.45 Billion
- Filing
- Period Q4 2023
- Filing Date January 12, 2024
- Form Type 13F-HR
- Activity in Q4 2023
- New Purchases 45 stocks
- Additional Purchases 155 stocks
- Sold out of 0 stocks
- Reduced holdings in 256 stocks