Wealthsource Partners

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

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Positions held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthsource Partners

Companies in the Wealthsource Partners portfolio as of the March 2022 quarterly 13F filing

Wealthsource Partners has 570 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 8.9 $132M +191% 2.4M 53.85
Ishares Tr Esg Awr Msci Usa (ESGU) 7.4 $110M +30% 1.1M 101.35
Spdr Ser Tr Portfolio Agrgte (SPAB) 5.4 $80M +53% 2.9M 27.79
Ishares Tr Us Treas Bd Etf (GOVT) 3.7 $54M +16% 2.2M 24.91
Apple (AAPL) 3.4 $51M +52% 292k 174.61
Microsoft Corporation (MSFT) 2.5 $37M +156% 121k 308.31
Ishares Tr Eafe Value Etf (EFV) 2.4 $36M 708k 50.26
Ishares Tr Eafe Grwth Etf (EFG) 2.3 $34M -13% 348k 96.27
Amazon (AMZN) 1.6 $24M +275% 7.3k 3259.87
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $23M +4% 213k 107.88
Ishares Esg Awr Msci Em (ESGE) 1.5 $23M -9% 615k 36.73
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.3 $19M +16% 477k 40.05
Ishares Tr Msci Usa Value (VLUE) 1.3 $19M -25% 179k 104.57
Ishares Tr Global Tech Etf (IXN) 1.3 $19M -7% 321k 58.01

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Ishares Tr Faln Angls Usd (FALN) 1.2 $17M +15% 621k 27.76
Ishares Tr Tips Bd Etf (TIP) 1.1 $16M -9% 127k 124.57
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $15M +188% 188k 77.57
Ishares Tr U.s. Energy Etf (IYE) 0.9 $14M 339k 40.92
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.7 $10M +385% 400k 25.45
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.7 $10M +11% 113k 88.27
Spdr Gold Tr Gold Shs (GLD) 0.7 $9.8M +114% 54k 180.64
Wells Fargo & Company (WFC) 0.6 $9.6M -9% 197k 48.46
Ishares Tr Mbs Etf (MBB) 0.6 $9.3M +5% 92k 101.87
Alphabet Cap Stk Cl C (GOOG) 0.6 $9.2M +120% 3.3k 2792.89
First Tr Exchange-traded First Tr Enh New (FTSM) 0.6 $9.2M -34% 154k 59.53
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $9.0M +98% 86k 104.60
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.6 $8.9M +167% 187k 47.85
Johnson & Johnson (JNJ) 0.6 $8.7M +162% 49k 177.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $8.6M +67% 64k 134.63
Walt Disney Company (DIS) 0.6 $8.6M +369% 63k 137.17
Ishares Tr Barclays 7 10 Yr (IEF) 0.6 $8.2M +88% 76k 107.47
Ishares Tr Core Msci Eafe (IEFA) 0.5 $8.0M -10% 115k 69.51
JPMorgan Chase & Co. (JPM) 0.5 $7.7M +155% 57k 136.33
Costco Wholesale Corporation (COST) 0.5 $7.5M +232% 13k 575.89
Merck & Co (MRK) 0.5 $7.4M +414% 90k 82.05
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $7.3M +118% 56k 132.09
Meta Platforms Cl A (FB) 0.5 $6.8M +292% 31k 222.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $6.8M -8% 15k 451.62
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $6.6M -17% 151k 43.96
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.4 $6.6M NEW 49k 134.60
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $6.6M +2% 209k 31.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $6.3M +10% 15k 415.19
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.4 $6.3M +17% 136k 46.47
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.4 $6.0M +8% 65k 91.57
Verizon Communications (VZ) 0.4 $6.0M +110% 117k 50.94
First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $5.9M 213k 27.69
Ishares Tr Core S&p500 Etf (IVV) 0.4 $5.8M +7% 13k 453.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $5.8M -3% 16k 352.92
Bristol Myers Squibb (BMY) 0.4 $5.5M +219% 75k 73.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $5.2M +64% 15k 362.52
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.3 $5.1M +198% 241k 21.26
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $4.6M +101% 30k 155.72
NVIDIA Corporation (NVDA) 0.3 $4.6M +63% 17k 272.88
Ishares Tr National Mun Etf (MUB) 0.3 $4.5M -11% 41k 109.65
Ishares U S Etf Tr Bloomberg Roll (CMDY) 0.3 $4.4M NEW 71k 61.35
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.3 $4.3M +1585% 203k 21.10
San Juan Basin Rty Tr Unit Ben Int (SJT) 0.3 $4.2M +9% 480k 8.77
Blackstone Group Inc Com Cl A (BX) 0.3 $4.2M +79% 33k 126.94
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.3 $4.2M -5% 85k 49.57
Tesla Motors (TSLA) 0.3 $4.2M 3.9k 1077.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $4.2M +43% 55k 76.38
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.3 $4.2M NEW 198k 21.07
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $4.1M NEW 196k 20.91
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.3 $4.0M NEW 200k 19.97
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $4.0M +137% 15k 268.38
Chevron Corporation (CVX) 0.3 $4.0M -13% 24k 162.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $3.9M NEW 143k 27.58
Alphabet Cap Stk Cl A (GOOGL) 0.3 $3.8M 1.4k 2781.07
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $3.8M -32% 63k 60.96
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $3.8M -5% 23k 168.28
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $3.5M +8% 21k 170.85
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $3.5M 79k 43.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $3.5M +20% 15k 227.69
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $3.4M +30% 72k 47.88
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $3.4M +40% 91k 37.82
Select Sector Spdr Tr Energy (XLE) 0.2 $3.4M -25% 45k 76.44
Lockheed Martin Corporation (LMT) 0.2 $3.4M +90% 7.8k 441.33
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $3.4M +6% 95k 35.69
UnitedHealth (UNH) 0.2 $3.2M -4% 6.2k 510.01
Select Sector Spdr Tr Technology (XLK) 0.2 $3.2M +102% 20k 158.93
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $3.2M +74% 112k 28.15
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.2 $3.1M NEW 58k 53.88
Exxon Mobil Corporation (XOM) 0.2 $3.0M +5% 37k 82.58
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.2 $3.0M NEW 87k 34.65
Amgen (AMGN) 0.2 $3.0M -7% 12k 241.78
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $3.0M NEW 38k 79.18
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $2.9M +10% 16k 182.70
Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.9M +277% 14k 205.25
Ishares Tr Broad Usd High (USHY) 0.2 $2.9M +31% 75k 38.86
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $2.9M -34% 35k 83.34
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $2.9M +19% 39k 74.45
Vanguard Index Fds Growth Etf (VUG) 0.2 $2.8M +68% 9.7k 287.63
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $2.8M +551% 16k 175.96
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $2.8M +800% 27k 104.92
Listed Fd Tr Horizon Kinetics (INFL) 0.2 $2.7M +616% 83k 33.31
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $2.7M NEW 7.7k 351.49
Visa Com Cl A (V) 0.2 $2.7M 12k 221.82
salesforce (CRM) 0.2 $2.6M +178% 13k 212.28
stock (SPLK) 0.2 $2.6M NEW 18k 148.59
Select Sector Spdr Tr Financial (XLF) 0.2 $2.6M +52% 67k 38.32
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $2.6M NEW 52k 48.99
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.2 $2.5M +95% 115k 21.88
Procter & Gamble Company (PG) 0.2 $2.5M -4% 16k 152.82
Cisco Systems (CSCO) 0.2 $2.5M 45k 55.75
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $2.5M +10% 20k 125.10
Home Depot (HD) 0.2 $2.4M +26% 8.1k 299.34
Ishares Tr Conv Bd Etf (ICVT) 0.2 $2.4M NEW 28k 83.31
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $2.3M +425% 23k 103.00
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) 0.2 $2.3M +15% 58k 40.64
Mp Materials Corp Com Cl A (MP) 0.2 $2.3M +17% 41k 57.33
Kraneshares Tr Quadratic Defla (BNDD) 0.2 $2.3M NEW 90k 25.62
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.2 $2.3M +15% 39k 57.84
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $2.3M -16% 39k 58.18
Barclays Bank Ipath B Mid Trm (VXZ) 0.1 $2.2M NEW 83k 26.48
Intel Corporation (INTC) 0.1 $2.2M +84% 44k 49.56
Eli Lilly & Co. (LLY) 0.1 $2.1M -3% 7.5k 286.31
Pfizer (PFE) 0.1 $2.1M -11% 41k 51.78
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $2.1M +11% 41k 51.73
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.1M -9% 13k 162.19
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $2.1M +99% 44k 48.03
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $2.1M 21k 102.37
Global X Fds Reit Etf (SRET) 0.1 $2.1M +19% 226k 9.19
Pepsi (PEP) 0.1 $2.0M +7% 12k 167.38
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $2.0M +16% 53k 38.65
Medtronic SHS (MDT) 0.1 $2.0M +304% 18k 110.93
Intuit (INTU) 0.1 $2.0M -3% 4.2k 480.82
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.0M -47% 19k 107.09
Ishares Tr Esg Aware Msci (ESML) 0.1 $2.0M -5% 52k 38.03
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.9M +149% 14k 137.00
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.9M +35% 9.1k 212.47
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $1.9M +16% 65k 29.66
Cameco Corporation (CCJ) 0.1 $1.9M -43% 66k 29.10
World Gold Tr Spdr Gld Minis 0.1 $1.9M NEW 50k 38.46
Bank of America Corporation (BAC) 0.1 $1.9M +4% 46k 41.22
Oracle Corporation (ORCL) 0.1 $1.9M -14% 23k 82.74
Great Southern Ban (GSBC) 0.1 $1.9M 32k 59.02
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.8M -3% 37k 49.54
Ishares Gold Tr Ishares New (IAU) 0.1 $1.8M +7% 49k 36.83
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 0.1 $1.8M NEW 74k 24.52
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.8M +91% 3.7k 490.31
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $1.8M -28% 38k 47.32
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.1 $1.8M +44% 51k 34.48
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $1.8M +154% 62k 28.43
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $1.8M +1317% 200k 8.77
First Tr Exch Trd Alphdx Ex Us Sml Cp (FDTS) 0.1 $1.8M -5% 40k 43.95
Ishares Tr Select Divid Etf (DVY) 0.1 $1.7M +24% 14k 128.15
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.7M NEW 22k 78.87
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.7M +130% 34k 50.53
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $1.7M NEW 25k 68.65
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.7M NEW 28k 59.74
Broadcom (AVGO) 0.1 $1.6M +286% 2.6k 629.59
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.6M 10k 161.37
Range Resources (RRC) 0.1 $1.6M -65% 54k 30.38
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $1.6M +15% 43k 38.34
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $1.6M +155% 50k 31.77
Nike CL B (NKE) 0.1 $1.6M -8% 12k 134.58
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.6M -3% 13k 120.92
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $1.5M +15% 25k 61.00
Target Corporation (TGT) 0.1 $1.5M 7.1k 212.19
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.5M +151% 33k 45.14
Wal-Mart Stores (WMT) 0.1 $1.5M +16% 9.8k 148.88
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.5M -8% 19k 78.01
Coca-Cola Company (KO) 0.1 $1.5M +7% 23k 62.01
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.4M -6% 15k 97.75
Abbvie (ABBV) 0.1 $1.4M -8% 8.8k 162.09
At&t (T) 0.1 $1.4M -16% 60k 23.63
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.4M +43% 14k 103.06
Abbott Laboratories (ABT) 0.1 $1.4M -9% 12k 118.37
Vanguard Index Fds Value Etf (VTV) 0.1 $1.4M -2% 9.4k 147.78
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.4M +10% 5.5k 250.00
BlackRock (BLK) 0.1 $1.4M +581% 1.8k 764.28
Travelers Companies (TRV) 0.1 $1.4M NEW 7.4k 182.76
Honeywell International (HON) 0.1 $1.4M +51% 7.0k 194.60
Mastercard Incorporated Cl A (MA) 0.1 $1.4M -16% 3.8k 357.33
Canadian Natural Resources (CNQ) 0.1 $1.4M -34% 22k 61.99
Exchange Traded Concepts Tr North Shor Gbl (URNM) 0.1 $1.4M +36% 16k 83.17
Aim Etf Products Trust Us Lrg Cp Bufr20 (AZBJ) 0.1 $1.3M NEW 52k 26.12
Marathon Petroleum Corp (MPC) 0.1 $1.3M NEW 15k 85.52
Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) 0.1 $1.3M +209% 51k 25.47
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.3M NEW 12k 104.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.2M +384% 16k 74.82
Spdr Ser Tr Bloomberg Intl T (BWX) 0.1 $1.2M NEW 47k 26.03
Charles Schwab Corporation (SCHW) 0.1 $1.2M +167% 14k 84.33
Proshares Tr Short Qqq New (PSQ) 0.1 $1.2M NEW 104k 11.58
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $1.2M -94% 40k 30.13
Advanced Micro Devices (AMD) 0.1 $1.2M +227% 11k 109.37
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.2M +20% 11k 108.40
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.2M -13% 3.5k 337.19
Altria (MO) 0.1 $1.2M -26% 22k 52.24
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $1.2M +57% 44k 26.24
Union Pacific Corporation (UNP) 0.1 $1.2M +8% 4.3k 273.13
McDonald's Corporation (MCD) 0.1 $1.2M 4.7k 247.22
Vanguard World Extended Dur (EDV) 0.1 $1.2M NEW 9.5k 121.75
Whiting Pete Corp Com New (WLL) 0.1 $1.1M 14k 81.53
Investar Holding (ISTR) 0.1 $1.1M NEW 59k 19.09
Select Sector Spdr Tr Communication (XLC) 0.1 $1.1M NEW 16k 68.77
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.1M -53% 15k 73.74
Pacific Premier Ban (PPBI) 0.1 $1.1M NEW 32k 35.34
Keurig Dr Pepper (KDP) 0.1 $1.1M 29k 37.90
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $1.1M -5% 59k 18.84
Boeing Company (BA) 0.1 $1.1M -5% 5.8k 191.44
Philip Morris International (PM) 0.1 $1.1M -3% 12k 93.91
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $1.1M NEW 34k 32.25
Canadian Pacific Railway (CP) 0.1 $1.1M +75% 13k 82.52
Ishares Silver Tr Ishares (SLV) 0.1 $1.1M -48% 47k 22.89
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.1M +20% 9.6k 112.28
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $1.1M +4% 22k 49.57
First Tr Dow Jones Select Mi Com Shs Annual (FDM) 0.1 $1.1M NEW 18k 60.24
ResMed (RMD) 0.1 $1.1M -23% 4.4k 242.60
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.1 $1.1M NEW 57k 18.57
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.1 $1.0M -15% 6.7k 155.01
Applied Materials (AMAT) 0.1 $1.0M 7.9k 131.80
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $1.0M -78% 21k 50.28
Palo Alto Networks (PANW) 0.1 $1.0M +14% 1.7k 622.73
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $1.0M +53% 22k 46.13
Qualcomm (QCOM) 0.1 $1.0M -16% 6.7k 152.87
Adobe Systems Incorporated (ADBE) 0.1 $1.0M +12% 2.2k 455.61
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.0M +83% 12k 86.59
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.0M +21% 12k 81.89
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $1.0M -5% 19k 53.15
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $998k +6% 2.4k 416.53
Activision Blizzard (ATVI) 0.1 $997k +16% 12k 80.10
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $992k NEW 40k 25.14
American Express Company (AXP) 0.1 $970k -4% 5.2k 187.04
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.1 $966k -12% 10k 93.60
Deere & Company (DE) 0.1 $953k -4% 2.3k 415.43
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP) 0.1 $945k NEW 29k 32.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $945k 6.0k 157.74
Calamos Lng/shrt Eq & Dyn (CPZ) 0.1 $931k NEW 46k 20.36
Alamos Gold Com Cl A (AGI) 0.1 $919k +38% 109k 8.42
Sprott Etf Trust Gold Miners Etf (SGDM) 0.1 $917k -4% 28k 33.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $902k +21% 20k 46.13
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $899k +300% 11k 82.25
Lowe's Companies (LOW) 0.1 $899k -3% 4.4k 202.25
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $885k -67% 11k 78.08
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $877k 19k 46.87
Enterprise Products Partners (EPD) 0.1 $869k -16% 34k 25.80
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $869k +97% 18k 48.33
Booking Holdings (BKNG) 0.1 $867k -6% 369.00 2349.59
Charter Communications Inc N Cl A (CHTR) 0.1 $860k +60% 1.6k 545.69
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $857k NEW 27k 32.38
Liberty Media Corp Del Com Ser A Frmla (FWONA) 0.1 $853k +2% 14k 63.16
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $847k NEW 11k 75.83
Raytheon Technologies Corp 0.1 $846k NEW 8.5k 99.11
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $846k +222% 18k 47.37
Innovator Etfs Tr Us Eqty Ultra B (USEP) 0.1 $827k NEW 29k 28.35
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $824k +97% 4.5k 184.92
Thermo Fisher Scientific (TMO) 0.1 $812k +10% 1.4k 590.55
Ishares Tr Us Aer Def Etf (ITA) 0.1 $811k -4% 7.3k 110.75
Spdr Ser Tr Bloomberg Conv (CWB) 0.1 $806k +10% 11k 76.97

Past Filings by Wealthsource Partners

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

View all past filings