Wealthsource Partners

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

Portfolio Holdings for Wealthsource Partners

Companies in the Wealthsource Partners portfolio as of the June 2020 quarterly 13F filing

Wealthsource Partners has 341 total positions. Only the first 250 positions are shown. To access all holdings:
Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 8.65 $60.15M +17% 811.80k 74.10
Ishares Tr Us Treas Bd Etf (GOVT) 7.17 $49.89M -26% 1.78M 27.99
Ishares Tr Esg Msci Usa Etf (ESGU) 4.95 $34.40M +36% 491.51k 69.99
Ishares Tr Eafe Grwth Etf (EFG) 4.80 $33.36M +9442% 401.35k 83.11
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.37 $30.40M +708% 226.02k 134.50
Spdr Ser Tr Portfolio Short (SPSB) 3.46 $24.05M NEW 767.48k 31.34
Ishares Esg Msci Em Etf (ESGE) 3.26 $22.71M +35% 707.83k 32.08
Apple (AAPL) 2.97 $20.62M -4% 56.53k 364.80
Ishares Tr Core Msci Eafe (IEFA) 2.74 $19.02M -56% 332.81k 57.16
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.73 $19.00M +16% 443.12k 42.89
Ishares Tr Core S&p Scp Etf (IJR) 2.50 $17.36M +293% 254.28k 68.29
Ishares Tr Edge Msci Usa Vl (VLUE) 2.45 $17.04M NEW 235.72k 72.28
Ishares Tr Global Tech Etf (IXN) 2.20 $15.33M -2% 65.08k 235.54
Spdr Ser Tr Portfolio Ln Cor (SPLB) 2.02 $14.04M NEW 442.81k 31.70
Ishares Tr Msci Min Vol Etf (USMV) 1.79 $12.46M -50% 205.57k 60.63
Ishares Tr U.s. Med Dvc Etf (IHI) 1.74 $12.11M +4817% 45.74k 264.77
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 1.67 $11.60M -42% 231.88k 50.01
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.40 $9.77M -51% 267.33k 36.53
Microsoft Corporation (MSFT) 1.38 $9.62M -6% 47.25k 203.50
Ishares Tr U.s. Fin Svc Etf (IYG) 1.08 $7.50M NEW 62.83k 119.40
Wells Fargo & Company (WFC) 0.83 $5.76M 225.11k 25.60
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.75 $5.22M -57% 111.20k 46.91
Ishares Tr Core Us Aggbd Et (AGG) 0.73 $5.08M +24% 43.01k 118.21
Ishares Tr Usa Quality Fctr (QUAL) 0.70 $4.85M -87% 50.59k 95.92
Amazon (AMZN) 0.67 $4.68M 1.70k 2758.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.63 $4.36M -28% 15.39k 283.40
Ishares Tr Usa Momentum Fct (MTUM) 0.62 $4.34M -76% 33.14k 130.99
Ishares Tr National Mun Etf (MUB) 0.61 $4.27M +19% 36.99k 115.39
Amgen (AMGN) 0.53 $3.68M -14% 15.61k 235.84
Ishares Tr Core S&p500 Etf (IVV) 0.50 $3.49M -5% 11.27k 309.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.46 $3.18M +39% 10.32k 308.41
Ishares Tr Calif Mun Bd Etf (CMF) 0.41 $2.88M +7% 46.39k 62.15
Ishares Tr Barclays 7 10 Yr (IEF) 0.38 $2.65M +113% 21.75k 121.86
Ishares Tr Sp Smcp600vl Etf (IJS) 0.38 $2.63M +31% 21.85k 120.38
Johnson & Johnson (JNJ) 0.37 $2.60M 18.49k 140.65
Ishares Tr Broad Usd High (USHY) 0.37 $2.59M +136% 67.73k 38.21
JPMorgan Chase & Co. (JPM) 0.35 $2.45M -18% 26.06k 94.04
Ishares Tr Shrt Nat Mun Etf (SUB) 0.34 $2.40M -21% 22.22k 107.86
Ishares Tr Esg Awre Usd Etf (SUSC) 0.33 $2.28M +95% 82.57k 27.63
Select Sector Spdr Tr Energy (XLE) 0.33 $2.27M +172% 60.03k 37.85
Cisco Systems (CSCO) 0.32 $2.21M -29% 47.38k 46.64
Chevron Corporation (CVX) 0.30 $2.08M -9% 23.29k 89.24
Home Depot (HD) 0.29 $2.02M -20% 8.05k 250.56
Ishares Tr S&p 500 Grwt Etf (IVW) 0.29 $2.00M -21% 9.64k 207.53
Verizon Communications (VZ) 0.27 $1.91M -8% 34.55k 55.14
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.26 $1.83M -81% 54.72k 33.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.26 $1.82M +23% 7.34k 247.55
Ishares Tr Intl Sel Div Etf (IDV) 0.26 $1.80M +242% 71.56k 25.12
Alphabet Cap Stk Cl C (GOOG) 0.26 $1.78M 1.26k 1413.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.25 $1.74M +115% 20.95k 83.13
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.25 $1.74M +314% 21.04k 82.66
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.25 $1.72M +267% 19.89k 86.63
Exxon Mobil Corporation (XOM) 0.25 $1.71M -8% 38.24k 44.72
Visa Com Cl A (V) 0.24 $1.67M -2% 8.62k 193.18
Ishares Tr Jpmorgan Usd Emg (EMB) 0.24 $1.65M -35% 15.11k 109.22
UnitedHealth (UNH) 0.23 $1.63M -11% 5.51k 294.89
Disney Walt Com Disney (DIS) 0.23 $1.60M -8% 14.34k 111.54
Ishares Gold Trust Ishares (IAU) 0.22 $1.53M 90.29k 16.99
Ishares Tr Tips Bd Etf (TIP) 0.22 $1.53M +193% 12.41k 123.01
Bristol Myers Squibb (BMY) 0.21 $1.46M +28% 24.75k 58.80
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.21 $1.45M -20% 62.88k 23.13
Intel Corporation (INTC) 0.19 $1.35M -2% 22.50k 59.81
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.19 $1.34M +28% 23.67k 56.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.19 $1.32M +12% 7.41k 178.47
Sprott Etf Tr Gold Miners Etf (SGDM) 0.19 $1.31M +16% 41.35k 31.61
At&t (T) 0.19 $1.30M -2% 42.98k 30.22
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.19 $1.29M -39% 14.62k 88.34
Great Southern Ban (GSBC) 0.18 $1.27M 31.52k 40.36
Procter & Gamble Company (PG) 0.18 $1.27M -6% 10.61k 119.56
Vanguard Index Fds Growth Etf (VUG) 0.18 $1.27M -11% 6.26k 202.14
Ishares Tr S&p 500 Val Etf (IVE) 0.18 $1.24M -33% 11.48k 108.18
Oracle Corporation (ORCL) 0.18 $1.23M +4% 22.24k 55.25
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 0.17 $1.21M 50.65k 23.99
Intuit (INTU) 0.17 $1.19M 4.02k 296.12
Nike CL B (NKE) 0.17 $1.18M -5% 12.03k 98.07
Facebook Cl A (FB) 0.17 $1.17M -11% 5.15k 227.10
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.17 $1.17M -8% 23.05k 50.73
Pepsi (PEP) 0.17 $1.16M -17% 8.81k 132.28
Alphabet Cap Stk Cl A (GOOGL) 0.17 $1.16M -7% 818 1418.09
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.17 $1.15M -74% 22.21k 51.70
Accenture Plc Ireland Shs Class A (ACN) 0.16 $1.12M +5% 5.23k 214.76
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.16 $1.12M +8% 26.79k 41.84
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.16 $1.10M -68% 21.31k 51.61
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.16 $1.08M -25% 50.58k 21.37
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.15 $1.08M -42% 19.04k 56.57
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.15 $1.07M -68% 18.46k 57.74
Vanguard Index Fds Value Etf (VTV) 0.15 $1.07M -11% 10.69k 99.60
Ishares Tr Core S&p Mcp Etf (IJH) 0.15 $1.06M -65% 5.95k 177.74
Eli Lilly & Co. (LLY) 0.15 $1.05M +2% 6.40k 164.12
Ishares Tr Agency Bond Etf (AGZ) 0.15 $1.04M +261% 8.56k 121.12
Vaneck Merk Gold Trust Gold Trust (OUNZ) 0.15 $1.02M 58.73k 17.39
Proshares Tr Pshs Short Dow30 (DOG) 0.15 $1.01M +56% 21.15k 47.85
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.14 $1.00M -7% 10.04k 100.12
S&p Global (SPGI) 0.14 $996.00k -3% 3.02k 329.58
Blackstone Group Com Cl A (BX) 0.14 $993.33k -9% 17.53k 56.66
Bank of America Corporation (BAC) 0.14 $949.00k +2% 39.97k 23.74
Ishares Em Mkts Div Etf (DVYE) 0.13 $933.00k -2% 29.79k 31.32
Pfizer (PFE) 0.13 $925.00k -16% 28.29k 32.70
Spdr Gold Tr Gold Shs (GLD) 0.13 $925.00k +68% 5.53k 167.30
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.13 $919.00k +41% 32.99k 27.86
Ishares Tr Msci Kld400 Soc (DSI) 0.13 $903.00k -11% 7.65k 118.07
Novartis Sponsored Adr (NVS) 0.13 $902.00k +13% 10.33k 87.34
Invesco Exch Trd Slf Idx Bulshs 2020 Cb (BSCK) 0.13 $897.00k 42.16k 21.28
NVIDIA Corporation (NVDA) 0.13 $894.00k 2.35k 379.78
Spdr Ser Tr S&p Semicndctr (XSD) 0.13 $891.00k NEW 7.96k 111.86
Vanguard Index Fds Small Cp Etf (VB) 0.13 $881.00k -14% 6.05k 145.67
Booking Holdings (BKNG) 0.13 $881.00k +12% 553 1593.13
Ishares Tr Esg Msci Eafe (ESGD) 0.13 $878.00k +36% 14.48k 60.61
Vanguard Index Fds Total Stk Mkt (VTI) 0.13 $872.00k -16% 5.57k 156.44
Select Sector Spdr Tr Technology (XLK) 0.12 $852.00k +2% 8.16k 104.46
Boeing Company (BA) 0.12 $851.00k +11% 4.64k 183.33
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.12 $849.00k +3% 5.14k 165.05
ResMed (RMD) 0.12 $849.00k 4.42k 191.91
Merck & Co (MRK) 0.12 $845.00k -30% 10.93k 77.32
Equifax (EFX) 0.12 $842.00k +3% 4.90k 171.84
Ishares Tr Us Aer Def Etf (ITA) 0.12 $841.00k -3% 5.11k 164.68
Costco Wholesale Corporation (COST) 0.12 $839.00k -9% 2.77k 303.11
Tesla Motors (TSLA) 0.12 $838.00k 776 1079.90
Vanguard World Fds Health Car Etf (VHT) 0.12 $836.00k -37% 4.34k 192.72
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.12 $809.00k +50% 15.98k 50.61
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.12 $801.00k 22.18k 36.11
Ishares Msci Cda Etf (EWC) 0.12 $800.00k +8% 30.91k 25.88
Ishares Tr U.s. Tech Etf (IYW) 0.11 $796.00k -14% 2.95k 269.65
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.11 $795.00k -17% 15.77k 50.43
eBay (EBAY) 0.11 $782.00k -7% 14.90k 52.48
Paychex (PAYX) 0.11 $777.00k -15% 10.25k 75.78
Vanguard Index Fds Real Estate Etf (VNQ) 0.11 $777.00k -14% 9.89k 78.52
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.11 $776.00k +162% 4.73k 163.99
salesforce (CRM) 0.11 $769.00k -27% 4.11k 187.24
Proshares Tr Ultshrt Qqq (QID) 0.11 $768.00k +103% 60.60k 12.67
Lockheed Martin Corporation (LMT) 0.11 $764.00k -23% 2.09k 364.85
Mastercard Incorporated Cl A (MA) 0.11 $762.00k +28% 2.58k 295.58
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.11 $761.00k +19% 29.26k 26.01
Proshares Tr Ultsht Russ2000 (TWM) 0.11 $761.00k +260% 73.50k 10.35
Philip Morris International (PM) 0.11 $756.00k +15% 10.79k 70.10
Electronic Arts (EA) 0.11 $755.00k +2% 5.71k 132.11
Qualcomm (QCOM) 0.11 $751.00k +39% 8.24k 91.15
Proshares Tr Ultrashrt S&p500 (SDS) 0.11 $747.00k +14% 38.50k 19.40
Ishares Tr Select Divid Etf (DVY) 0.11 $736.00k -42% 9.12k 80.73
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.10 $722.00k -47% 12.28k 58.81
Coca-Cola Company (KO) 0.10 $719.00k -2% 16.10k 44.65
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.10 $715.00k +2% 3.58k 199.72
San Juan Basin Rty Tr Unit Ben Int (SJT) 0.10 $711.01k +5% 311.82k 2.28
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.10 $708.00k -70% 6.97k 101.59
Abbott Laboratories (ABT) 0.10 $702.00k 7.67k 91.47
Ishares Tr Rus 2000 Val Etf (IWN) 0.10 $687.00k -11% 7.05k 97.45
Activision Blizzard (ATVI) 0.10 $683.00k -2% 9.00k 75.91
Ishares Tr Trans Avg Etf (IYT) 0.10 $683.00k NEW 4.20k 162.62
Tal Education Group Sponsored Ads (TAL) 0.10 $683.00k 9.99k 68.36
Ishares Tr Rus Mid Cap Etf (IWR) 0.10 $682.00k -14% 12.72k 53.62
Invesco Exchange Traded Fd T Dynmc Semicndt (PSI) 0.10 $678.00k NEW 9.28k 73.04
Ishares Tr Us Home Cons Etf (ITB) 0.10 $675.00k +11% 15.29k 44.14
Western Union Company (WU) 0.10 $665.00k +24% 30.77k 21.61
Union Pacific Corporation (UNP) 0.09 $657.00k -29% 3.89k 169.07
Chipotle Mexican Grill (CMG) 0.09 $648.00k -13% 616 1051.95
Xilinx (XLNX) 0.09 $643.00k -2% 6.53k 98.45
Ishares Tr Short Treas Bd (SHV) 0.09 $642.00k NEW 5.80k 110.67
McDonald's Corporation (MCD) 0.09 $642.00k -21% 3.48k 184.59
Mondelez Intl Cl A (MDLZ) 0.09 $639.00k +25% 12.50k 51.10
Alibaba Group Hldg Sponsored Ads (BABA) 0.09 $637.00k -32% 2.95k 215.71
Fox Corp Cl A Com (FOXA) 0.09 $635.00k +23% 23.67k 26.82
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.09 $623.00k 22.15k 28.12
American Tower Reit (AMT) 0.09 $605.00k +45% 2.34k 258.55
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.09 $600.00k 5.89k 101.83
Abbvie (ABBV) 0.09 $600.00k 6.11k 98.17
News Corp Cl A (NWSA) 0.09 $599.00k +18% 50.48k 11.87
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.09 $595.00k -37% 27.25k 21.84
Altria (MO) 0.09 $592.00k +19% 15.10k 39.22
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.08 $578.00k -30% 9.55k 60.54
Polaris Industries (PII) 0.08 $577.00k 6.24k 92.53
Wal-Mart Stores (WMT) 0.08 $575.00k -29% 4.80k 119.79
Molson Coors Beverage CL B (TAP) 0.08 $568.00k +41% 16.53k 34.36
Proshares Tr Ultsh Nasd Biot (BIS) 0.08 $555.00k +360% 69.00k 8.04
Raytheon Technologies Corp (RTX) 0.08 $552.00k NEW 8.96k 61.59
Adobe Systems Incorporated (ADBE) 0.08 $549.00k 1.26k 435.37
Garmin SHS (GRMN) 0.08 $544.00k 5.58k 97.49
Ishares Tr Us Telecom Etf (IYZ) 0.08 $540.00k -44% 19.60k 27.55
Ishares Tr Mbs Etf (MBB) 0.08 $536.00k -96% 4.84k 110.63
Medtronic SHS (MDT) 0.08 $531.00k -17% 5.79k 91.76
Global X Fds X Yieldco Rene (YLCO) 0.08 $527.00k +3% 38.05k 13.85
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.08 $524.00k NEW 7.43k 70.56
Wisdomtree Tr Wsdm Emktbd Fd (EMCB) 0.08 $524.00k 7.27k 72.08
Broadridge Financial Solutions (BR) 0.07 $521.00k 4.13k 126.18
Ishares Tr Esg Msci Usa Sml (ESML) 0.07 $521.00k NEW 20.80k 25.05
Invesco Exch Trd Slf Idx Bulshs 2020 Hy (BSJK) 0.07 $515.00k -40% 22.12k 23.28
Netflix (NFLX) 0.07 $507.00k 1.11k 454.71
Fastenal Company (FAST) 0.07 $503.00k 11.74k 42.84
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.07 $497.00k -74% 7.60k 65.37
Viacomcbs CL B (VIAC) 0.07 $496.00k -15% 21.29k 23.30
Waste Management (WM) 0.07 $493.00k -6% 4.65k 106.00
Vanguard World Mega Grwth Ind (MGK) 0.07 $485.00k NEW 2.97k 163.35
Vanguard World Fds Inf Tech Etf (VGT) 0.07 $481.00k +24% 1.73k 278.84
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 0.07 $478.00k -20% 12.32k 38.80
Ishares Tr Nasdaq Biotech (IBB) 0.07 $473.00k -5% 3.46k 136.71
Ishares Tr S&p Mc 400gr Etf (IJK) 0.07 $465.00k -56% 2.08k 223.99
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.07 $463.00k -28% 8.99k 51.48
Ishares Tr Glob Hlthcre Etf (IXJ) 0.07 $453.00k -10% 6.58k 68.82
Fidelity Covington Tr Msci Info Tech I (FTEC) 0.06 $446.00k -15% 5.42k 82.23
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.06 $443.00k NEW 4.15k 106.64
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.06 $437.00k NEW 8.54k 51.17
Thermo Fisher Scientific (TMO) 0.06 $435.00k -26% 1.20k 362.20
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.06 $432.00k -13% 6.29k 68.71
Gilead Sciences (GILD) 0.06 $425.00k -17% 5.52k 76.99
First Tr Exchange Traded Finls Alphadex (FXO) 0.06 $422.00k +16% 16.57k 25.46
Shopify Cl A (SHOP) 0.06 $419.00k -55% 441 950.11
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.06 $415.00k -45% 3.12k 133.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.06 $403.00k -44% 10.18k 39.57
Southern Company (SO) 0.06 $392.00k +23% 7.57k 51.81
International Business Machines (IBM) 0.06 $388.00k 3.21k 120.87
Broadcom (AVGO) 0.06 $388.00k -28% 1.23k 315.45
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.06 $386.00k NEW 7.79k 49.56
Honeywell International (HON) 0.05 $373.00k -19% 2.58k 144.63
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 0.05 $368.00k NEW 14.62k 25.17
American Water Works (AWK) 0.05 $367.00k 2.85k 128.77
British Amern Tob Sponsored Adr (BTI) 0.05 $366.00k +16% 9.43k 38.83
Spdr Ser Tr Spdr Bloomberg (BIL) 0.05 $365.00k -75% 3.98k 91.62
Ishares Tr Mrngstr Lg-cp Et (JKD) 0.05 $365.00k 2.09k 174.56
Ishares Tr Russell 2000 Etf (IWM) 0.05 $356.00k 2.48k 143.26
Target Corporation (TGT) 0.05 $356.00k -14% 2.97k 119.83
Phillips 66 (PSX) 0.05 $356.00k 4.96k 71.82
Ares Capital Corporation (ARCC) 0.05 $351.00k 24.26k 14.47
Ingles Mkts Cl A (IMKTA) 0.05 $347.00k 8.07k 43.02
Compass Diversified Holdings Sh Ben Int (CODI) 0.05 $344.00k -2% 19.96k 17.23
Ishares Tr Core High Dv Etf (HDV) 0.05 $344.00k +2% 4.24k 81.06
stock (SPLK) 0.05 $343.00k +3% 1.73k 198.61
Vanguard Specialized Funds Div App Etf (VIG) 0.05 $340.00k 2.90k 117.16
Maxim Integrated Products (MXIM) 0.05 $339.00k 5.59k 60.60
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.05 $327.00k -73% 2.45k 133.63
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.05 $321.00k 10.62k 30.24
Oneok (OKE) 0.05 $321.00k 9.67k 33.18
Lincoln National Corporation (LNC) 0.05 $320.00k 8.70k 36.77
Caterpillar (CAT) 0.05 $319.00k -27% 2.52k 126.39
Comcast Corp Cl A (CMCSA) 0.05 $317.00k -37% 8.14k 38.92
Brookfield Infrast Partners Lp Int Unit (BIP) 0.05 $317.00k 7.71k 41.09
IDEXX Laboratories (IDXX) 0.05 $313.00k -6% 947 330.52
Walgreen Boots Alliance (WBA) 0.04 $312.00k +14% 7.36k 42.41
Flowers Foods (FLO) 0.04 $310.00k 13.85k 22.39
Proshares Tr S&p 500 Dv Arist (NOBL) 0.04 $309.00k -8% 4.58k 67.39
Deere & Company (DE) 0.04 $307.00k -3% 1.95k 157.19
Charter Communications Inc N Cl A (CHTR) 0.04 $303.00k NEW 595 509.24
Texas Instruments Incorporated (TXN) 0.04 $301.00k 2.37k 126.79
Lululemon Athletica (LULU) 0.04 $300.00k -35% 962 311.85
Morgan Stanley Com New (MS) 0.04 $298.00k -7% 6.17k 48.30
Ishares Core Msci Emkt (IEMG) 0.04 $295.00k -58% 6.20k 47.60
Ishares Tr Usa Size Factor (SIZE) 0.04 $290.00k -96% 3.31k 87.59
Vanguard World Fds Financials Etf (VFH) 0.04 $290.00k -23% 5.07k 57.19
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.04 $282.00k -70% 11.56k 24.39
Royal Dutch Shell Spons Adr A (RDS.A) 0.04 $281.00k +19% 8.59k 32.72
Spdr Ser Tr Portfli Mortgage (SPMB) 0.04 $281.00k -71% 10.48k 26.80
Atlassian Corp Cl A (TEAM) 0.04 $281.00k 1.56k 180.13

Past Filings by Wealthsource Partners

View past SEC 13F filings for Wealthsource Partners

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