Wealthsource Partners

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

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Portfolio Holdings for Wealthsource Partners

Companies in the Wealthsource Partners portfolio as of the September 2021 quarterly 13F filing

Wealthsource Partners has 508 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) 7.6 $87M -5% 839k 104.03
Ishares Tr Esg Awr Msci Usa (ESGU) 7.2 $82M 832k 98.46
Spdr Ser Tr Portfolio Agrgte (SPAB) 4.9 $56M +8% 1.9M 29.85
Ishares Tr Us Treas Bd Etf (GOVT) 4.3 $50M -18% 1.9M 26.53
Ishares Tr Eafe Grwth Etf (EFG) 3.8 $43M +12% 404k 106.47
Ishares Tr Eafe Value Etf (EFV) 3.2 $37M 721k 50.85
Ishares Esg Awr Msci Em (ESGE) 2.5 $28M -21% 680k 41.44
Apple (AAPL) 2.4 $27M -4% 192k 141.50
Ishares Tr Msci Usa Value (VLUE) 2.1 $24M -8% 240k 100.70
Spdr Ser Tr Portfolio Short (SPSB) 2.1 $24M -40% 758k 31.25
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $22M 204k 109.19
Ishares Tr Global Tech Etf (IXN) 1.7 $20M +753% 346k 56.66
Ishares Tr Tips Bd Etf (TIP) 1.6 $18M +431% 140k 127.69
Ishares Tr Faln Angls Usd (FALN) 1.4 $16M +16% 540k 30.11

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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.3 $15M +12% 409k 35.84
First Tr Exchange-traded First Tr Enh New (FTSM) 1.2 $14M +5% 234k 59.94
Microsoft Corporation (MSFT) 1.2 $13M 47k 281.92
Ishares Tr Global Finls Etf (IXG) 0.9 $10M -19% 132k 78.45
Wells Fargo & Company (WFC) 0.9 $10M 218k 46.41
Ishares Tr U.s. Energy Etf (IYE) 0.9 $9.7M -11% 345k 28.26
Ishares Tr Core Msci Eafe (IEFA) 0.8 $9.6M -7% 129k 74.25
Ishares Tr Mbs Etf (MBB) 0.8 $9.4M 87k 108.15
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.8 $8.7M +5% 102k 85.30
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.7 $8.4M +9% 184k 45.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $7.1M +56% 17k 429.15
Amazon (AMZN) 0.6 $6.4M +22% 2.0k 3285.64
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $6.1M +2% 203k 30.14
Ishares Tr U.s. Med Dvc Etf (IHI) 0.5 $5.9M +400% 94k 62.77
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.5 $5.7M +37% 116k 49.58
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.5 $5.5M +5% 60k 91.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $5.4M 14k 394.37
Ishares Tr National Mun Etf (MUB) 0.5 $5.3M -8% 46k 116.18
Ishares Tr Core S&p500 Etf (IVV) 0.4 $5.1M -18% 12k 430.85
First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $5.1M +3% 217k 23.67
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $5.0M -4% 38k 131.73
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.4 $4.8M -11% 95k 50.72
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $4.8M -5% 65k 73.50
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $4.7M +31% 43k 107.56
Ishares Tr Barclays 7 10 Yr (IEF) 0.4 $4.6M -8% 40k 115.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $4.6M +112% 17k 272.97
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $4.6M +32% 53k 86.15
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.4 $4.5M +10% 90k 50.14
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $4.2M -62% 24k 175.59
Spdr Gold Tr Gold Shs (GLD) 0.4 $4.2M +105% 25k 164.24
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $4.1M -3% 36k 114.82
Alphabet Cap Stk Cl C (GOOG) 0.3 $4.0M -2% 1.5k 2664.66
Alphabet Cap Stk Cl A (GOOGL) 0.3 $3.7M +21% 1.4k 2673.65
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $3.7M +36% 25k 144.31
JPMorgan Chase & Co. (JPM) 0.3 $3.6M +9% 22k 163.71
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.3 $3.6M -3% 70k 51.92
Range Resources (RRC) 0.3 $3.5M NEW 156k 22.63
Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $3.2M +69% 90k 36.12
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.3 $3.2M NEW 115k 27.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.2M +23% 8.8k 357.89
Select Sector Spdr Tr Energy (XLE) 0.3 $3.1M +30% 60k 52.09
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $3.1M 79k 39.12
Tesla Motors (TSLA) 0.3 $3.1M 4.0k 775.36
Johnson & Johnson (JNJ) 0.3 $3.0M +11% 19k 161.53
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $3.0M +2% 19k 158.36
Verizon Communications (VZ) 0.3 $3.0M +17% 56k 54.02
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $2.9M 47k 62.07
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $2.9M -4% 35k 82.42
Amgen (AMGN) 0.2 $2.9M 14k 212.63
Chevron Corporation (CVX) 0.2 $2.8M 28k 101.44
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.2 $2.8M +11% 55k 51.57
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $2.8M 38k 73.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.8M +21% 13k 222.07
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $2.7M +74% 65k 41.29
Facebook Cl A (FB) 0.2 $2.7M +9% 7.8k 339.33
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $2.7M 15k 182.50
Visa Com Cl A (V) 0.2 $2.6M +25% 12k 222.72
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.2 $2.6M +102% 52k 49.41
Cameco Corporation (CCJ) 0.2 $2.6M NEW 118k 21.70
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $2.5M +42% 32k 78.39
UnitedHealth (UNH) 0.2 $2.5M +14% 6.5k 390.75
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $2.5M +11% 30k 81.95
Cisco Systems (CSCO) 0.2 $2.5M -5% 45k 54.43
Procter & Gamble Company (PG) 0.2 $2.4M +6% 17k 139.78
Ishares Tr Broad Usd High (USHY) 0.2 $2.4M -46% 57k 41.50
Intuit (INTU) 0.2 $2.3M -2% 4.4k 539.38
Oracle Corporation (ORCL) 0.2 $2.3M +3% 27k 87.13
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $2.3M -4% 18k 130.02
Walt Disney Company (DIS) 0.2 $2.3M -6% 13k 169.18
San Juan Basin Rty Tr Unit Ben Int (SJT) 0.2 $2.2M +2% 439k 5.06
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $2.2M 14k 153.63
Ishares Tr Esg Aware Msci (ESML) 0.2 $2.1M +6% 55k 39.01
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $2.1M +13% 15k 145.40
Blackstone Group Inc Com Cl A (BX) 0.2 $2.1M +8% 18k 116.33
NVIDIA Corporation (NVDA) 0.2 $2.1M +291% 10k 207.16
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $2.1M 82k 25.71
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) 0.2 $2.1M +17% 50k 42.29
Home Depot (HD) 0.2 $2.1M -10% 6.4k 328.28
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.2 $2.1M +12% 34k 60.94
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $2.1M 21k 100.68
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $2.1M +12% 32k 63.87
Exxon Mobil Corporation (XOM) 0.2 $2.1M 35k 58.81
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.0M -21% 37k 54.63
Pfizer (PFE) 0.2 $2.0M -8% 47k 43.02
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $2.0M -24% 54k 36.52
First Tr Exch Trd Alphdx Ex Us Sml Cp (FDTS) 0.2 $2.0M +26% 42k 46.95
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $1.9M 38k 51.20
At&t (T) 0.2 $1.9M -15% 72k 27.02
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $1.9M 45k 42.53
Bank of America Corporation (BAC) 0.2 $1.9M +4% 44k 42.45
Ishares Silver Tr Ishares (SLV) 0.2 $1.9M NEW 91k 20.52
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $1.9M +2% 64k 28.92
Nike CL B (NKE) 0.2 $1.8M +7% 13k 145.26
Global X Fds Reit Etf (SRET) 0.2 $1.8M NEW 190k 9.51
Eli Lilly & Co. (LLY) 0.2 $1.8M +22% 7.7k 231.04
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.8M -4% 13k 133.02
Costco Wholesale Corporation (COST) 0.2 $1.8M 3.9k 449.35
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.2 $1.7M 81k 21.53
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $1.7M +58% 16k 110.05
Great Southern Ban (GSBC) 0.2 $1.7M 32k 54.80
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $1.7M -45% 66k 25.98
Pepsi (PEP) 0.1 $1.7M +8% 11k 150.45
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $1.7M -7% 56k 30.64
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.7M -3% 5.8k 290.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.6M 6.3k 263.11
Select Sector Spdr Tr Financial (XLF) 0.1 $1.6M 44k 37.53
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.6M 10k 160.19
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.6M +59% 21k 78.24
Target Corporation (TGT) 0.1 $1.6M -51% 7.0k 228.71
Ishares Tr Agency Bond Etf (AGZ) 0.1 $1.6M +7% 14k 118.45
Mastercard Incorporated Cl A (MA) 0.1 $1.6M +5% 4.5k 347.59
Ishares Gold Tr Ishares New (IAU) 0.1 $1.5M 46k 33.42
Abbott Laboratories (ABT) 0.1 $1.5M +19% 13k 118.15
ResMed (RMD) 0.1 $1.5M +41% 5.7k 263.61
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.5M 6.7k 218.61
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $1.5M +9% 22k 67.77
Select Sector Spdr Tr Technology (XLK) 0.1 $1.5M +25% 9.8k 149.26
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.1 $1.5M 69k 21.09
Lockheed Martin Corporation (LMT) 0.1 $1.4M +8% 4.1k 345.23
Bristol Myers Squibb (BMY) 0.1 $1.4M -3% 24k 59.16
Altria (MO) 0.1 $1.4M +5% 31k 45.52
Purecycle Technologies (PCT) 0.1 $1.4M NEW 103k 13.28
Boeing Company (BA) 0.1 $1.3M -3% 6.1k 219.89
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.1 $1.3M 35k 37.57
Merck & Co (MRK) 0.1 $1.3M +3% 17k 75.10
Vanguard Index Fds Value Etf (VTV) 0.1 $1.3M 9.6k 135.39
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.3M +2% 4.0k 319.85
Intel Corporation (INTC) 0.1 $1.3M -6% 24k 53.26
Ishares Tr Core Lt Usdb Etf (ILTB) 0.1 $1.3M -29% 18k 71.61
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $1.3M +6% 12k 101.92
Ishares Tr Select Divid Etf (DVY) 0.1 $1.2M 11k 114.76
Canadian Natural Resources (CNQ) 0.1 $1.2M +266% 34k 36.51
salesforce (CRM) 0.1 $1.2M +7% 4.5k 271.18
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.2M -4% 5.0k 241.81
Wal-Mart Stores (WMT) 0.1 $1.2M +14% 8.4k 139.39
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $1.2M +6% 23k 50.19
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.1 $1.2M NEW 8.0k 144.55
Philip Morris International (PM) 0.1 $1.2M 12k 94.79
Coca-Cola Company (KO) 0.1 $1.1M +11% 22k 52.48
McDonald's Corporation (MCD) 0.1 $1.1M +3% 4.8k 241.11
Adobe Systems Incorporated (ADBE) 0.1 $1.1M 2.0k 575.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.1M -7% 13k 85.43
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.1M +42% 7.6k 147.98
eBay (EBAY) 0.1 $1.1M +50% 16k 69.65
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.1 $1.1M NEW 12k 94.74
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $1.1M NEW 59k 19.12
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $1.1M +4% 22k 51.05
Mp Materials Corp Com Cl A (MP) 0.1 $1.1M NEW 35k 32.24
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $1.1M -11% 22k 50.50
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $1.1M -11% 22k 50.48
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $1.1M +4% 21k 53.57
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $1.1M 37k 29.46
Spdr Ser Tr S&p Retail Etf (XRT) 0.1 $1.1M +203% 12k 90.34
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $1.1M +5% 62k 17.09
Abbvie (ABBV) 0.1 $1.0M -24% 9.7k 107.85
Netflix (NFLX) 0.1 $1.0M -3% 1.7k 610.26
Qualcomm (QCOM) 0.1 $1.0M +8% 8.0k 129.02
Applied Materials (AMAT) 0.1 $1.0M +45% 7.9k 128.76
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $1.0M -15% 20k 51.07
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $1.0M +11% 20k 50.47
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.1 $1.0M -8% 23k 43.48
Keurig Dr Pepper (KDP) 0.1 $994k 29k 34.16
Honeywell International (HON) 0.1 $979k -29% 4.6k 212.32
Nextera Energy (NEE) 0.1 $966k +27% 12k 78.52
Ishares Tr U.s. Tech Etf (IYW) 0.1 $953k +23% 9.4k 101.31
Booking Holdings (BKNG) 0.1 $933k -3% 393.00 2374.05
Lowe's Companies (LOW) 0.1 $931k +33% 4.6k 202.83
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $920k NEW 1.9k 480.92
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $920k +22% 9.0k 101.79
Exchange Traded Concepts Tr North Shor Gbl (URNM) 0.1 $915k +45% 12k 76.86
American Express Company (AXP) 0.1 $914k +7% 5.5k 167.52
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $905k 2.3k 401.15
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $905k 6.0k 149.83
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $904k -11% 10k 89.46
First Tr Exchange-traded A Mid Cap Val Fd (FNK) 0.1 $898k 20k 44.29
Enterprise Products Partners (EPD) 0.1 $872k +22% 40k 21.64
Garmin SHS (GRMN) 0.1 $868k 5.6k 155.53
Ishares Tr Blackrock Ultra (ICSH) 0.1 $867k -8% 17k 50.50
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $857k +26% 3.1k 280.07
Shopify Cl A (SHOP) 0.1 $845k +12% 623.00 1356.34
Activision Blizzard (ATVI) 0.1 $827k +3% 11k 77.41
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $826k -11% 8.0k 103.34
Ishares Tr Russell 2000 Etf (IWM) 0.1 $818k +14% 3.7k 218.66
Whiting Pete Corp Com New (WLL) 0.1 $815k 14k 58.44
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $811k 9.5k 85.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $808k -7% 16k 50.03
Deere & Company (DE) 0.1 $804k +7% 2.4k 335.28
Ishares Tr Us Aer Def Etf (ITA) 0.1 $799k +4% 7.7k 104.23
Paypal Holdings (PYPL) 0.1 $798k -12% 3.1k 260.29
Waste Management (WM) 0.1 $783k 5.2k 149.37
Fox Corp Cl A Com (FOXA) 0.1 $782k 20k 40.13
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $771k +236% 28k 27.27
Union Pacific Corporation (UNP) 0.1 $770k -7% 3.9k 195.98
Raytheon Technologies Corp (RTX) 0.1 $769k +6% 8.9k 85.99
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $765k -25% 4.1k 188.10
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $760k -14% 13k 60.04
Ishares Msci Sth Kor Etf (EWY) 0.1 $758k 9.4k 80.68
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $755k 34k 22.35
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $742k -4% 15k 50.85
Ishares Tr Msci Eafe Etf (EFA) 0.1 $738k +13% 9.5k 78.00
Aon Shs Cl A (AON) 0.1 $738k 2.6k 285.94
Mondelez Intl Cl A (MDLZ) 0.1 $735k -14% 13k 58.15
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $734k +14% 12k 62.35
News Corp Cl A (NWSA) 0.1 $733k -7% 31k 23.52
CVS Caremark Corporation (CVS) 0.1 $732k +73% 8.6k 84.88
American Tower Reit (AMT) 0.1 $731k -4% 2.8k 265.53
Micron Technology (MU) 0.1 $726k -20% 10k 70.97
American Water Works (AWK) 0.1 $725k +33% 4.3k 169.08
Sprott Etf Trust Gold Miners Etf (SGDM) 0.1 $724k -14% 29k 24.83
Polaris Industries (PII) 0.1 $723k 6.0k 119.74
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $722k +7% 5.7k 127.22
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $715k +83% 19k 38.33
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 0.1 $715k -45% 26k 27.41
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $714k 13k 56.92
Thermo Fisher Scientific (TMO) 0.1 $713k 1.2k 571.31
Charter Communications Inc N Cl A (CHTR) 0.1 $712k -6% 979.00 727.27
Corteva (CTVA) 0.1 $711k 17k 42.06
Broadridge Financial Solutions (BR) 0.1 $695k +2% 4.2k 166.75
Palo Alto Networks (PANW) 0.1 $692k +18% 1.4k 478.89
Ishares Tr Core Total Usd (IUSB) 0.1 $686k +21% 13k 53.20
United Parcel Service CL B (UPS) 0.1 $685k +5% 3.8k 182.18
Diageo Spon Adr New (DEO) 0.1 $685k +15% 3.5k 193.12
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $684k +153% 11k 62.57
Innovative Industria A (IIPR) 0.1 $683k +17% 3.0k 231.37
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $682k 15k 46.89
Ishares Tr U.s. Finls Etf (IYF) 0.1 $678k -6% 8.2k 82.51
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $658k +78% 13k 50.39
Southern Company (SO) 0.1 $652k 11k 61.94
Novartis Sponsored Adr (NVS) 0.1 $647k 7.9k 81.83
Lululemon Athletica (LULU) 0.1 $646k +45% 1.6k 404.51
S&p Global (SPGI) 0.1 $646k 1.5k 425.00
L3harris Technologies (LHX) 0.1 $644k +210% 2.9k 220.32
Fastenal Company (FAST) 0.1 $641k +7% 12k 51.60
International Business Machines (IBM) 0.1 $636k -7% 4.6k 139.02
Liberty Media Corp Del Com Ser A Frmla (FWONA) 0.1 $623k +7% 13k 47.06
Metropcs Communications (TMUS) 0.1 $614k +21% 4.8k 127.68

Past Filings by Wealthsource Partners

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

View all past filings