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Wealthsource Partners

Latest statistics and disclosures from Wealthsource Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, SPAB, QUAL, ESGU, EFV, and represent 30.19% of Wealthsource Partners's stock portfolio.
Added to shares of these 10 stocks: EMXC (+$30M), OEF (+$20M), IXC (+$8.7M), JAAA (+$7.9M), IYW (+$7.7M), FTSM (+$5.8M), QUAL (+$5.0M), SHV, VGLT, FDEC.
Started 45 new stock positions in VO, IUSB, CRK, LRCX, ILF, FAST, MCK, EMXC, IXC, BSMP.
Reduced shares in these 10 stocks: SPEM (-$18M), BIV (-$14M), Guggenheim Bulletshrs 2023 Corp Bd Etf (-$14M), EFG (-$14M), IJH (-$11M), SCHX (-$9.7M), EFV (-$8.1M), USMV (-$6.5M), Ishares Tr ibnd dec23 etf (-$5.9M), TFLO (-$5.4M).
Sold out of its positions in Activision Blizzard, BXMT, DEO, DRQ, Frequency Therapeutics, GPS, RSPG, Invesco Bulletshares 2023 Mu buls, Invesco Exch Trd Slf Idx Fd bulshs 2023 hy, Guggenheim Bulletshrs 2023 Corp Bd Etf.
Wealthsource Partners was a net seller of stock by $-48M.
Wealthsource Partners has $1.5B in assets under management (AUM), dropping by 5.31%.
Central Index Key (CIK): 0001674623

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Portfolio Holdings for Wealthsource Partners

Wealthsource Partners holds 500 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	11.6	$179M	-5%	3.2M	56.40	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	6.8	$104M		4.1M	25.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	6.0	$92M	+5%	625k	147.14	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	3.3	$50M	-7%	478k	104.92	View chart
Ishares Tr Eafe Value Etf (EFV)	2.5	$39M	-17%	746k	52.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.5	$38M	-26%	392k	96.85	View chart
Ishares Msci Emrg Chn (EMXC)	2.0	$30M	NEW	547k	55.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.9	$29M	+35%	238k	122.75	View chart
Ishares Tr Mbs Etf (MBB)	1.9	$29M	-4%	310k	94.08	View chart
Apple (AAPL)	1.9	$29M	-4%	149k	192.53	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.8	$27M	-19%	349k	78.03	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.8	$27M	-16%	533k	50.47	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.5	$23M	-3%	882k	26.51	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.5	$23M	-6%	785k	29.02	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.3	$21M	+39%	344k	59.66	View chart
Ishares Tr S&p 100 Etf (OEF)	1.3	$20M	NEW	89k	223.39	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$19M	+12%	248k	75.10	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.2	$18M	-43%	238k	76.38	View chart
Microsoft Corporation (MSFT)	1.2	$18M	-4%	48k	376.04	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.9	$13M		148k	90.16	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.8	$12M	+14%	310k	37.72	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$11M	-2%	337k	33.25	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$11M	-31%	102k	108.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$11M		368k	29.23	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.7	$10M	-8%	179k	57.94	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.6	$9.4M	-7%	186k	50.52	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$9.3M	-13%	87k	107.49	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$9.2M	+595%	184k	50.30	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.6	$9.1M		434k	20.89	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$8.8M	-33%	380k	23.04	View chart
Ishares Tr Global Energ Etf (IXC)	0.6	$8.7M	NEW	223k	39.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$8.7M	+44%	20k	436.81	View chart
Ishares Tr Europe Etf (IEV)	0.6	$8.7M	-10%	164k	52.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$8.6M	+51%	33k	262.26	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.5	$8.4M	-5%	100k	84.38	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.5	$7.8M		85k	91.56	View chart
Wells Fargo & Company (WFC)	0.5	$7.4M		150k	49.22	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$7.2M	-12%	170k	42.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$6.6M	-20%	14k	475.32	View chart
Amazon (AMZN)	0.4	$6.4M	-2%	42k	151.94	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$6.4M	+102%	58k	110.13	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$6.3M	-14%	71k	89.06	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.4	$6.3M	-9%	191k	32.83	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.4	$6.0M		218k	27.69	View chart
Ishares Tr Us Infrastruc (IFRA)	0.4	$6.0M	-7%	150k	40.27	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$5.7M	+11%	58k	98.59	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.4	$5.5M	+61%	271k	20.45	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$5.5M	+96%	108k	51.05	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR)	0.3	$5.1M		144k	35.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$5.0M	-18%	11k	477.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$5.0M	-2%	32k	156.89	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$4.8M	+7%	49k	98.88	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.3	$4.7M	+60%	190k	24.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.7M	-10%	33k	140.93	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$4.6M	+23%	44k	105.43	View chart
RBB Us Treas 3 Mnth (TBIL)	0.3	$4.6M	+83%	93k	49.86	View chart
Costco Wholesale Corporation (COST)	0.3	$4.1M	-5%	6.3k	660.10	View chart
Visa Com Cl A (V)	0.3	$4.1M	-2%	16k	260.34	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.3	$4.1M	-49%	85k	47.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$4.0M	-3%	21k	191.17	View chart
NVIDIA Corporation (NVDA)	0.3	$3.9M	-8%	7.9k	495.24	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$3.9M		35k	110.66	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.8M	-3%	22k	170.10	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$3.8M	-2%	107k	35.20	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$3.8M		131k	28.64	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$3.7M	-8%	71k	51.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$3.6M	+31%	49k	73.55	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.2	$3.6M	+17%	69k	52.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$3.4M	-3%	8.4k	409.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.4M	-34%	32k	108.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.3M	-7%	48k	70.35	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$3.3M	+394%	133k	24.76	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$3.3M	+9%	113k	29.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$3.3M	-2%	9.2k	356.66	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.2	$3.3M		83k	39.19	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$3.2M	-13%	78k	41.83	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$3.2M	-41%	100k	32.06	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.2	$3.2M	+19%	139k	22.73	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.2	$3.2M	+16%	139k	22.71	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.1M		31k	99.98	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$3.1M	-14%	45k	68.18	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$3.1M	NEW	50k	61.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$3.0M	+21%	158k	19.30	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.2	$3.0M	-2%	81k	37.49	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$3.0M	-5%	119k	25.53	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC)	0.2	$3.0M	NEW	77k	38.99	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$2.9M	-28%	117k	24.98	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.2	$2.9M	+22%	122k	23.86	View chart
Meta Platforms Cl A (META)	0.2	$2.8M		8.0k	353.96	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR)	0.2	$2.8M		85k	32.88	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$2.7M	NEW	62k	44.02	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.2	$2.7M	-14%	62k	44.25	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$2.7M		51k	52.51	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$2.6M	-13%	26k	101.16	View chart
Alamos Gold Com Cl A (AGI)	0.2	$2.6M	+5%	194k	13.47	View chart
San Juan Basin Rty Tr Unit Ben Int (SJT)	0.2	$2.6M		514k	5.08	View chart
Chevron Corporation (CVX)	0.2	$2.5M	-12%	17k	149.16	View chart
Intuit (INTU)	0.2	$2.5M		4.1k	625.04	View chart
Eli Lilly & Co. (LLY)	0.2	$2.5M	-10%	4.3k	582.92	View chart
Canadian Pacific Kansas City (CP)	0.2	$2.5M	+3%	32k	79.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.5M	-2%	14k	170.40	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$2.4M	+58%	49k	50.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.4M	-17%	10k	237.23	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$2.4M	+17%	16k	155.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.4M		17k	139.69	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.2	$2.4M	+543%	104k	23.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.4M	-6%	11k	213.33	View chart
Canadian Natl Ry (CNI)	0.2	$2.4M	+2%	19k	125.63	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.2	$2.4M	+6%	49k	48.27	View chart
Broadcom (AVGO)	0.2	$2.3M		2.1k	1116.25	View chart
Listed Fd Tr Horizon Kinetics (INFL)	0.2	$2.3M		73k	31.47	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$2.3M	-3%	98k	23.27	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$2.3M	+5%	25k	91.05	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.1	$2.2M	-13%	58k	38.44	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$2.2M	-22%	100k	22.44	View chart
Tesla Motors (TSLA)	0.1	$2.2M	-3%	8.9k	248.48	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.2M	-17%	26k	83.84	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$2.2M		76k	28.61	View chart
Home Depot (HD)	0.1	$2.2M	-8%	6.2k	346.55	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.1M	-18%	44k	47.74	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$2.1M	+12%	45k	47.01	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.1M		4.9k	426.51	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$2.1M	+342%	18k	117.13	View chart
Johnson & Johnson (JNJ)	0.1	$2.0M	-9%	13k	156.73	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.0M		20k	103.07	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.0M	-4%	4.3k	453.19	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$2.0M	+189%	44k	44.12	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$1.9M	+36%	39k	50.23	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.1	$1.9M	+398%	81k	23.79	View chart
Merck & Co (MRK)	0.1	$1.9M		17k	109.02	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.9M	-54%	46k	40.21	View chart
Oracle Corporation (ORCL)	0.1	$1.8M	-3%	18k	105.43	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.1	$1.8M		37k	49.88	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN)	0.1	$1.8M	-4%	52k	35.13	View chart
Cisco Systems (CSCO)	0.1	$1.8M	+2%	36k	50.52	View chart
First Tr Exch Trd Alphdx Ex Us Sml Cp (FDTS)	0.1	$1.8M		45k	40.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.8M	-2%	38k	47.49	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.8M	-11%	10k	173.89	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$1.8M	-7%	45k	39.82	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC)	0.1	$1.8M		52k	34.03	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$1.8M	-21%	70k	25.07	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB)	0.1	$1.7M	-11%	53k	32.65	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$1.7M		214k	8.08	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$1.7M	-2%	21k	81.55	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.7M	+12%	17k	100.27	View chart
Honeywell International (HON)	0.1	$1.6M		7.7k	209.72	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.6M	+14%	5.1k	310.88	View chart
S&p Global (SPGI)	0.1	$1.6M		3.6k	440.52	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M	+2%	14k	117.22	View chart
Range Resources (RRC)	0.1	$1.6M	+4%	52k	30.44	View chart
Intel Corporation (INTC)	0.1	$1.6M	-3%	31k	50.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.6M	-19%	9.9k	157.80	View chart
UnitedHealth (UNH)	0.1	$1.6M	-4%	3.0k	526.55	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.6M	-2%	40k	39.03	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.5M	-2%	10k	148.36	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.1	$1.5M		90k	16.95	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.1	$1.5M		76k	19.74	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.5M	-32%	7.7k	192.48	View chart
Stellantis SHS (STLA)	0.1	$1.5M		63k	23.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.5M	-88%	5.2k	277.16	View chart
Bank of America Corporation (BAC)	0.1	$1.4M	-7%	42k	33.67	View chart
Moody's Corporation (MCO)	0.1	$1.4M		3.6k	390.56	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$1.4M	-15%	59k	23.60	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$1.4M	-36%	32k	43.26	View chart
Amgen (AMGN)	0.1	$1.4M	-43%	4.7k	288.05	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.3M	-52%	4.7k	286.24	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.1	$1.3M		42k	31.20	View chart
Pepsi (PEP)	0.1	$1.3M	-9%	7.5k	169.83	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.3M		8.5k	149.50	View chart
Ross Stores (ROST)	0.1	$1.3M		9.1k	138.38	View chart
Advisorshares Tr Ranger Equity Be (HDGE)	0.1	$1.3M	-13%	66k	19.16	View chart
Advanced Micro Devices (AMD)	0.1	$1.3M	-17%	8.5k	147.41	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.2M		16k	77.37	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.2M	+10%	29k	42.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.2M	-15%	13k	99.25	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$1.2M		44k	28.23	View chart
Procter & Gamble Company (PG)	0.1	$1.2M	-9%	8.2k	146.54	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)	0.1	$1.2M	-3%	37k	32.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.2M	+40%	25k	47.90	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$1.2M	NEW	11k	108.43	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M	-3%	7.4k	157.65	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$1.2M	-6%	48k	24.11	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$1.1M		46k	24.96	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.1M		44k	25.79	View chart
salesforce (CRM)	0.1	$1.1M	-20%	4.2k	263.14	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.1M		1.9k	596.60	View chart
Verizon Communications (VZ)	0.1	$1.1M	-2%	29k	37.70	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$1.1M	+58%	37k	29.41	View chart
Korn Ferry Com New (KFY)	0.1	$1.1M		18k	59.35	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.1M	+26%	18k	58.45	View chart
Walt Disney Company (DIS)	0.1	$1.0M	-11%	12k	90.29	View chart
Semrush Hldgs Cl A Com (SEMR)	0.1	$1.0M		76k	13.66	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.1	$1.0M		32k	32.72	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	0.1	$1.0M	NEW	40k	25.17	View chart
Keurig Dr Pepper (KDP)	0.1	$1.0M		30k	33.32	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$1.0M	+19%	2.3k	448.18	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$1.0M	-4%	16k	63.88	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.0M		25k	40.56	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$999k	+27%	26k	37.91	View chart
Bristol Myers Squibb (BMY)	0.1	$997k	-10%	19k	51.31	View chart
First Tr Exchange-traded A Mid Cap Val Fd (FNK)	0.1	$996k	-5%	20k	51.00	View chart
Vaneck Merk Gold Tr Gold Trust (OUNZ)	0.1	$994k		50k	19.96	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$987k	-38%	7.9k	125.14	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$985k	-63%	21k	47.00	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$983k		19k	51.99	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$969k	+3%	12k	82.90	View chart
Boeing Company (BA)	0.1	$960k	+9%	3.7k	260.66	View chart
Schlumberger Com Stk (SLB)	0.1	$954k		18k	52.04	View chart
Upwork (UPWK)	0.1	$949k	-2%	64k	14.87	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$947k	-13%	25k	37.60	View chart
Goldman Sachs (GS)	0.1	$941k		2.4k	385.79	View chart
Abbvie (ABBV)	0.1	$928k		6.0k	154.96	View chart
General Electric Com New (GE)	0.1	$921k	+2%	7.2k	127.62	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.1	$917k	-19%	72k	12.81	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.1	$906k		31k	29.51	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$906k	+50%	19k	47.05	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$899k	+13%	29k	31.01	View chart
Texas Pacific Land Corp (TPL)	0.1	$888k	-5%	565.00	1572.45	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.1	$886k		19k	47.39	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$879k	+194%	17k	52.00	View chart
First Tr Mlp & Energy Income (FEI)	0.1	$878k		103k	8.57	View chart
Arch Cap Group Ord (ACGL)	0.1	$876k		12k	74.27	View chart
TJX Companies (TJX)	0.1	$873k		9.3k	93.81	View chart
Coca-Cola Company (KO)	0.1	$873k		15k	58.93	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$872k		20k	44.60	View chart
Rb Global (RBA)	0.1	$858k	-16%	13k	66.89	View chart
Cameco Corporation (CCJ)	0.1	$854k	-2%	20k	43.10	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN)	0.1	$853k		35k	24.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$796k	-2%	4.0k	200.71	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GFEB)	0.1	$796k	-9%	24k	33.04	View chart
Uber Technologies (UBER)	0.1	$796k		13k	61.57	View chart
Abbott Laboratories (ABT)	0.1	$785k	-24%	7.1k	110.07	View chart
Progressive Corporation (PGR)	0.1	$779k		4.9k	159.29	View chart
Royal Caribbean Cruises (RCL)	0.1	$777k		6.0k	129.49	View chart
McDonald's Corporation (MCD)	0.1	$777k		2.6k	296.52	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$767k	-95%	22k	35.41	View chart
Ishares Tr High Yld Bd Fctr (HYDB)	0.0	$756k	NEW	16k	46.20	View chart
Travelers Companies (TRV)	0.0	$755k	-2%	4.0k	190.49	View chart
Cummins (CMI)	0.0	$753k	+2%	3.1k	239.57	View chart
Mp Materials Corp Com Cl A (MP)	0.0	$752k	-9%	38k	19.85	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$750k		29k	25.66	View chart
Chord Energy Corporation Com New (CHRD)	0.0	$748k		4.5k	166.23	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.0	$738k	+43%	32k	23.21	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$735k	+22%	28k	25.98	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$734k		5.1k	143.64	View chart
Booking Holdings (BKNG)	0.0	$717k	-14%	202.00	3547.22	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$706k	-35%	19k	36.35	View chart
Deere & Company (DE)	0.0	$703k	-21%	1.8k	399.90	View chart
American Express Company (AXP)	0.0	$702k		3.7k	187.32	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC)	0.0	$700k		20k	35.10	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$697k	NEW	8.3k	84.44	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$692k	+12%	14k	51.27	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$687k		8.1k	84.33	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.0	$683k	+25%	14k	48.13	View chart
Netflix (NFLX)	0.0	$683k	-5%	1.4k	486.88	View chart
Nike CL B (NKE)	0.0	$678k	-20%	6.2k	108.58	View chart
AutoZone (AZO)	0.0	$672k	+3%	260.00	2585.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$669k	-16%	6.0k	111.63	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$669k	NEW	14k	47.95	View chart
BP Sponsored Adr (BP)	0.0	$668k		19k	35.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$668k	+48%	16k	41.10	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$664k	-17%	8.3k	80.04	View chart
Canadian Natural Resources (CNQ)	0.0	$664k	-46%	10k	65.52	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$663k		13k	50.62	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$659k	+72%	2.6k	252.22	View chart
Philip Morris International (PM)	0.0	$657k	-9%	7.0k	94.07	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUN)	0.0	$646k		17k	37.99	View chart
Pfizer (PFE)	0.0	$645k	-28%	22k	28.79	View chart
Lowe's Companies (LOW)	0.0	$643k	-2%	2.9k	222.52	View chart
Thermo Fisher Scientific (TMO)	0.0	$640k	-2%	1.2k	530.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$632k	-28%	3.5k	179.95	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$630k		2.6k	241.73	View chart
Micron Technology (MU)	0.0	$628k		7.4k	85.34	View chart
Etf Ser Solutions Defiance Next (FIVG)	0.0	$627k		18k	35.85	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$625k	-43%	8.0k	77.73	View chart
Chubb (CB)	0.0	$623k	+10%	2.8k	225.98	View chart
Frontier Group Hldgs (ULCC)	0.0	$621k	+20%	114k	5.46	View chart
Union Pacific Corporation (UNP)	0.0	$618k	+4%	2.5k	245.62	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$613k		16k	37.56	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$613k		2.8k	219.57	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.0	$609k		429.00	1418.97	View chart
Raytheon Technologies Corp (RTX)	0.0	$606k	+3%	7.2k	84.14	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$599k	-7%	9.0k	66.49	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$598k		27k	21.78	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.0	$592k	+45%	14k	43.73	View chart
Target Corporation (TGT)	0.0	$589k	-35%	4.1k	142.42	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.0	$584k	NEW	25k	23.10	View chart
L3harris Technologies (LHX)	0.0	$581k	-7%	2.8k	210.59	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$580k	-6%	23k	25.20	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$578k	+18%	9.1k	63.33	View chart
International Business Machines (IBM)	0.0	$574k	-11%	3.5k	163.55	View chart
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA)	0.0	$570k	+37%	11k	51.26	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$569k	-17%	18k	31.19	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$568k	+119%	5.9k	96.39	View chart
Despegar Com Corp Ord Shs (DESP)	0.0	$566k		60k	9.46	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$563k	NEW	21k	26.49	View chart
Qualcomm (QCOM)	0.0	$562k	+8%	3.9k	144.64	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$558k		8.5k	65.76	View chart
Gilead Sciences (GILD)	0.0	$557k	-2%	6.9k	81.01	View chart
Spirit Airlines (SAVE)	0.0	$556k	+6%	34k	16.39	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$553k		10k	53.82	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$550k	+43%	6.0k	91.39	View chart
Comcast Corp Cl A (CMCSA)	0.0	$550k	+5%	13k	43.85	View chart
Corteva (CTVA)	0.0	$546k	-9%	11k	47.92	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$543k	-3%	19k	29.05	View chart
O'reilly Automotive (ORLY)	0.0	$540k		568.00	950.08	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$539k	-7%	22k	24.25	View chart
Fiserv (FI)	0.0	$532k	+2%	4.0k	132.84	View chart
Avis Budget (CAR)	0.0	$532k		3.0k	177.26	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)	0.0	$530k	-12%	28k	19.10	View chart
Domino's Pizza (DPZ)	0.0	$529k		1.3k	412.23	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$513k	-2%	4.1k	124.95	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$509k	+17%	5.0k	102.00	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$509k		27k	18.54	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$508k		10k	48.81	View chart
ConocoPhillips (COP)	0.0	$508k	-13%	4.4k	116.07	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$508k	-15%	4.5k	113.99	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$506k		7.9k	64.14	View chart
Novartis Sponsored Adr (NVS)	0.0	$498k	-11%	4.9k	100.98	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$498k	+125%	19k	26.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$497k	+2%	5.6k	88.36	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$496k	NEW	3.7k	135.43	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$496k	NEW	21k	23.90	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.0	$496k		20k	24.99	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.0	$495k		26k	18.85	View chart
Lululemon Athletica (LULU)	0.0	$494k		966.00	511.29	View chart
Automatic Data Processing (ADP)	0.0	$493k		2.1k	232.99	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$491k		13k	36.98	View chart
Dupont De Nemours (DD)	0.0	$490k		6.4k	76.93	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$489k	NEW	11k	46.07	View chart
EOG Resources (EOG)	0.0	$481k		4.0k	120.94	View chart
Analog Devices (ADI)	0.0	$479k	+2%	2.4k	198.53	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$478k		9.7k	49.44	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$473k	NEW	19k	25.35	View chart
First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP)	0.0	$471k		13k	35.89	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$470k	-4%	1.3k	350.90	View chart
Zillow Group Cl C Cap Stk (Z)	0.0	$469k	-15%	8.1k	57.86	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$469k	NEW	16k	29.06	View chart
Caterpillar (CAT)	0.0	$469k	-16%	1.6k	295.68	View chart
Strategic Education (STRA)	0.0	$469k		5.1k	92.37	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	0.0	$468k	-2%	16k	30.30	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.0	$465k	-27%	5.1k	91.16	View chart
Phillips 66 (PSX)	0.0	$463k		3.5k	133.14	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$462k	-29%	3.4k	136.36	View chart
Morgan Stanley Com New (MS)	0.0	$456k	-21%	4.9k	93.25	View chart
Enovix Corp (ENVX)	0.0	$454k	+47%	36k	12.52	View chart
SYSCO Corporation (SYY)	0.0	$454k		6.2k	73.13	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$449k	-88%	8.9k	50.58	View chart
Sprott Etf Trust Jr Gold Miners E (SGDJ)	0.0	$446k	-3%	15k	29.42	View chart
D.R. Horton (DHI)	0.0	$445k	+2%	2.9k	151.98	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$440k	-3%	3.2k	135.85	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$439k	NEW	8.8k	49.72	View chart
Polaris Industries (PII)	0.0	$427k		4.5k	94.77	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$426k		2.0k	218.15	View chart
First Tr Exchng Traded Fd Vi Ft Us Sm Cap Mod (SAUG)	0.0	$424k		20k	21.22	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$424k		5.9k	72.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$423k	-2%	1.4k	303.17	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$418k		5.0k	83.31	View chart
Ishares Tr Esg Msci Em Ldrs (LDEM)	0.0	$418k	-71%	9.5k	43.97	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$417k		7.5k	55.67	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$411k	NEW	6.4k	63.75	View chart
Etf Managers Tr Prime Junir Slvr	0.0	$407k	-48%	41k	10.00	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$401k	-37%	3.2k	126.58	View chart
Eaton Corp SHS (ETN)	0.0	$398k	+33%	1.7k	240.87	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$395k	-13%	5.5k	72.15	View chart
Cenovus Energy (CVE)	0.0	$394k	+2%	24k	16.65	View chart
Applied Materials (AMAT)	0.0	$393k	-33%	2.4k	162.07	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.0	$393k		9.5k	41.57	View chart
Nextera Energy (NEE)	0.0	$393k	-23%	6.5k	60.74	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$392k		3.9k	100.50	View chart
Global Payments (GPN)	0.0	$387k		3.0k	126.99	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$387k		11k	35.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.0	$383k	NEW	16k	24.54	View chart
News Corp Cl A (NWSA)	0.0	$382k	-15%	16k	24.55	View chart
Rockwell Automation (ROK)	0.0	$380k		1.2k	310.48	View chart
Charles Schwab Corporation (SCHW)	0.0	$380k	+19%	5.5k	68.80	View chart
Dow (DOW)	0.0	$378k	-21%	6.9k	54.84	View chart
Waste Management (WM)	0.0	$378k	-41%	2.1k	179.12	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$376k	NEW	16k	23.13	View chart
Expeditors International of Washington (EXPD)	0.0	$376k	+3%	3.0k	127.20	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$376k	+65%	7.2k	52.20	View chart
Intercontinental Exchange (ICE)	0.0	$373k	-14%	2.9k	128.43	View chart
Fox Corp Cl A Com (FOXA)	0.0	$370k	-13%	13k	29.67	View chart
Electronic Arts (EA)	0.0	$369k	-14%	2.7k	136.82	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$368k		750.00	489.99	View chart
Unified Ser Tr Abslute Selct Vl (ABEQ)	0.0	$364k		13k	28.36	View chart
Purecycle Technologies (PCT)	0.0	$362k	+5%	89k	4.05	View chart
FedEx Corporation (FDX)	0.0	$360k		1.4k	252.95	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.0	$355k	NEW	13k	26.57	View chart
Teck Resources CL B (TECK)	0.0	$343k	+4%	8.1k	42.27	View chart
eBay (EBAY)	0.0	$343k	-10%	7.9k	43.62	View chart
Aon Shs Cl A (AON)	0.0	$340k	-14%	1.2k	291.02	View chart
Bank of New York Mellon Corporation (BK)	0.0	$339k	+2%	6.5k	52.05	View chart
Innovator Etfs Tr Us Sml Cp Pwr B (KOCT)	0.0	$338k	+4%	12k	27.52	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP)	0.0	$333k		8.3k	40.24	View chart
Texas Instruments Incorporated (TXN)	0.0	$332k	-3%	1.9k	170.49	View chart
Shell Spon Ads (SHEL)	0.0	$331k	-8%	5.0k	65.81	View chart
American Tower Reit (AMT)	0.0	$330k	-6%	1.5k	215.87	View chart
Tko Group Holdings Cl A (TKO)	0.0	$327k	-12%	4.0k	81.58	View chart
BlackRock (BLK)	0.0	$327k	+22%	402.00	812.62	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$325k		2.8k	114.04	View chart
Discover Financial Services (DFS)	0.0	$322k		2.9k	112.39	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$320k		4.6k	70.28	View chart
Exchange Traded Concepts Tr Robo Glb Etf (ROBO)	0.0	$317k	-3%	5.5k	57.30	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$316k		652.00	484.21	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$312k		6.3k	49.34	View chart
Onemain Holdings (OMF)	0.0	$309k		6.3k	49.20	View chart
Danaher Corporation (DHR)	0.0	$309k	+19%	1.3k	231.34	View chart
Sempra Energy (SRE)	0.0	$308k	-9%	4.1k	74.73	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$306k	-71%	4.1k	75.54	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.0	$305k		2.2k	136.91	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$305k	+2%	6.4k	47.56	View chart
Enterprise Products Partners (EPD)	0.0	$304k	-29%	12k	26.35	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$303k		11k	28.30	View chart
Agilent Technologies Inc C ommon (A)	0.0	$303k		2.2k	139.03	View chart
Simon Property (SPG)	0.0	$299k	+2%	2.1k	142.63	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$295k		3.7k	79.22	View chart
Public Service Enterprise (PEG)	0.0	$292k	-2%	4.8k	61.15	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.0	$292k		2.2k	131.87	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$289k	-3%	4.5k	64.57	View chart
Ball Corporation (BALL)	0.0	$288k	+4%	5.0k	57.52	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$285k	-7%	4.7k	60.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$284k	NEW	1.2k	232.64	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJAN)	0.0	$283k	-4%	8.2k	34.48	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$281k	-5%	5.0k	56.39	View chart
Air Products & Chemicals (APD)	0.0	$280k	+12%	1.0k	273.69	View chart
Duke Energy Corp Com New (DUK)	0.0	$280k		2.9k	97.05	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$277k		2.4k	116.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$272k		3.3k	82.96	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.0	$271k	-5%	8.3k	32.52	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$271k		5.3k	51.26	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$271k	NEW	3.3k	81.28	View chart
At&t (T)	0.0	$270k	-26%	16k	16.78	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$269k	-2%	5.1k	52.37	View chart
Laredo Petroleum (VTLE)	0.0	$268k	+2%	5.9k	45.49	View chart
Allstate Corporation (ALL)	0.0	$267k		1.9k	139.98	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$265k		2.6k	101.79	View chart
Oneok (OKE)	0.0	$263k	-12%	3.8k	70.22	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$262k	-11%	6.2k	42.52	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$261k		4.1k	63.66	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$260k		8.7k	29.84	View chart
Valero Energy Corporation (VLO)	0.0	$254k		2.0k	129.97	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$253k	-5%	4.2k	60.86	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$249k	-42%	1.9k	130.89	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$249k	-14%	8.5k	29.29	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$246k	-42%	4.6k	53.97	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$245k		8.8k	27.99	View chart
Global X Fds Global X Copper (COPX)	0.0	$245k		6.5k	37.50	View chart
Chipotle Mexican Grill (CMG)	0.0	$242k	NEW	106.00	2286.96	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$242k	NEW	7.1k	34.01	View chart
Lam Research Corporation (LRCX)	0.0	$237k	NEW	303.00	782.70	View chart
Shopify Cl A (SHOP)	0.0	$233k	-22%	3.0k	77.90	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO)	0.0	$233k	-7%	9.3k	24.91	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$232k	-15%	5.4k	43.29	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.0	$230k		8.5k	26.99	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$230k	NEW	10k	22.92	View chart
Consol Energy (CEIX)	0.0	$229k		2.3k	100.52	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$229k	NEW	3.5k	65.07	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$229k	+3%	15k	15.05	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$228k	NEW	2.9k	77.39	View chart
Devon Energy Corporation (DVN)	0.0	$226k	-30%	5.0k	45.30	View chart
Diamondback Energy (FANG)	0.0	$224k		1.4k	155.06	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$223k	-4%	10k	22.13	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$222k	NEW	3.2k	70.17	View chart
Altria (MO)	0.0	$221k		5.5k	40.34	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.0	$219k	NEW	11k	20.19	View chart
Fastenal Company (FAST)	0.0	$218k	NEW	3.4k	64.78	View chart
Transunion (TRU)	0.0	$217k	-14%	3.2k	68.71	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$216k	NEW	2.1k	104.46	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.0	$216k		11k	19.15	View chart
McKesson Corporation (MCK)	0.0	$212k	NEW	459.00	462.78	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$212k	-11%	3.2k	65.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$211k	NEW	2.8k	75.35	View chart
Palo Alto Networks (PANW)	0.0	$211k	NEW	714.00	294.88	View chart
Intuitive Surgical Com New (ISRG)	0.0	$207k	NEW	613.00	337.36	View chart
Aim Etf Products Trust Us Lrgcp B20 Nov (NVBW)	0.0	$205k	NEW	7.2k	28.41	View chart
Paychex (PAYX)	0.0	$204k	-38%	1.7k	119.11	View chart
Baxter International (BAX)	0.0	$204k	NEW	5.3k	38.66	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$202k	-19%	4.2k	48.32	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$201k	-76%	2.3k	86.72	View chart
Southwestern Energy Company (SWN)	0.0	$181k	-27%	28k	6.55	View chart
Ford Motor Company (F)	0.0	$174k		14k	12.19	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$174k		13k	13.80	View chart
Atlas Energy Solutions Com New (AESI)	0.0	$172k	NEW	10k	17.22	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.0	$159k		12k	12.99	View chart
Proshares Tr Short Qqq New (PSQ)	0.0	$140k		15k	9.48	View chart
Comstock Resources (CRK)	0.0	$134k	NEW	15k	8.85	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$90k	-10%	10k	8.78	View chart
Hertz Global Hldgs *w Exp 06/30/205 (HTZWW)	0.0	$82k		15k	5.48	View chart
Templeton Emerging Markets Income Fund (TEI)	0.0	$78k	+2%	15k	5.10	View chart
Adt (ADT)	0.0	$73k		11k	6.82	View chart
I-80 Gold Corp (IAUX)	0.0	$40k	NEW	23k	1.76	View chart
Simplify Exchange Traded Fun Tail Risk Strat	0.0	$34k	-15%	167k	0.20	View chart
New Gold Inc Cda (NGD)	0.0	$20k		14k	1.46	View chart
Allbirds Com Cl A (BIRD)	0.0	$18k	-19%	15k	1.23	View chart
Plby Group Ord (PLBY)	0.0	$17k	-12%	17k	1.00	View chart
Msp Recovery *w Exp 05/20/202 (LIFWW)	0.0	$14k	-5%	2.9M	0.00	View chart
Trinity Biotech Spon Adr New	0.0	$13k		30k	0.43	View chart
Nikola Corp (NKLA)	0.0	$8.9k	NEW	10k	0.87	View chart
Comstock Com New (LODE)	0.0	$5.5k		10k	0.55	View chart

Past Filings by Wealthsource Partners

SEC 13F filings are viewable for Wealthsource Partners going back to 2016

Wealthsource Partners 2023 Q4 filed Jan. 16, 2024
Wealthsource Partners 2023 Q3 filed Nov. 13, 2023
Wealthsource Partners 2023 Q2 filed Aug. 15, 2023
Wealthsource Partners 2023 Q1 filed May 15, 2023
Wealthsource Partners 2022 Q4 filed Feb. 10, 2023
Wealthsource Partners 2022 Q3 filed Nov. 15, 2022
Wealthsource Partners 2022 Q2 filed Aug. 10, 2022
Wealthsource Partners 2022 Q1 filed May 9, 2022
Wealthsource Partners 2021 Q4 filed Feb. 14, 2022
Wealthsource Partners 2021 Q2 filed Nov. 18, 2021
Wealthsource Partners 2021 Q3 filed Nov. 18, 2021
Wealthsource Partners 2021 Q1 filed June 21, 2021
Wealthsource Partners 2020 Q4 filed Feb. 12, 2021
Wealthsource Partners 2020 Q3 filed Nov. 16, 2020
Wealthsource Partners 2020 Q2 filed Aug. 17, 2020
Wealthsource Partners 2020 Q1 filed May 12, 2020

View all past filings

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