$762 Million is the total value of WEALTHSOURCE PARTNERS, LLC's 413 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 38.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOVT | Buy | ISHARES TRus treas bd etf | $57,467,000 | +174.7% | 2,215,380 | +178.8% | 7.54% | +140.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $32,689,000 | +218.5% | 501,054 | +198.2% | 4.29% | +178.9% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $32,325,000 | +273.8% | 420,847 | +245.2% | 4.24% | +227.3% |
| QUAL | Buy | ISHARES TRusa quality fctr | $27,938,000 | +187.2% | 276,612 | +162.7% | 3.67% | +151.4% |
| USMV | Buy | ISHARES TRmsci min vol etf | $26,042,000 | +4.3% | 396,976 | +1.9% | 3.42% | -8.7% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $21,054,000 | +444.9% | 560,108 | +396.9% | 2.76% | +377.2% |
| NEAR | Buy | ISHARES US ETF TRsht mat bd etf | $20,253,000 | +40.9% | 403,053 | +41.2% | 2.66% | +23.4% |
| MBB | Buy | ISHARES TRmbs etf | $19,904,000 | +252.0% | 184,191 | +252.8% | 2.61% | +208.4% |
| SPIB | Buy | SPDR SERIES TRUSTportfolio intrmd | $17,197,000 | +237.4% | 487,021 | +237.1% | 2.26% | +195.4% |
| MTUM | Buy | ISHARES TRusa momentum fct | $15,870,000 | +40.2% | 126,394 | +33.1% | 2.08% | +22.7% |
| SIZE | New | ISHARES TRusa size factor | $13,214,000 | – | 135,657 | +100.0% | 1.73% | – |
| IXN | Buy | ISHARES TRglobal tech etf | $12,188,000 | +1551.5% | 57,905 | +1350.9% | 1.60% | +1340.5% |
| MSFT | Buy | MICROSOFT CORP | $8,393,000 | +17.6% | 53,224 | +3.7% | 1.10% | +2.9% |
| SPTL | Buy | SPDR SERIES TRUSTportfolio ln tsr | $7,895,000 | +78.5% | 203,114 | +88.4% | 1.04% | +56.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $6,171,000 | +61.8% | 54,914 | +62.9% | 0.81% | +41.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,996,000 | +30.2% | 71,513 | +20.9% | 0.79% | +14.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $5,414,000 | +42.2% | 16,749 | +31.3% | 0.71% | +24.3% |
| VOO | Buy | VANGUARD INDEX FDS | $5,245,000 | +14.1% | 17,730 | +5.2% | 0.69% | -0.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $5,068,000 | +13.5% | 24,622 | +6.5% | 0.66% | -0.6% |
| USHY | Buy | ISHARES TRbroad usd high | $4,568,000 | +130.2% | 111,154 | +129.4% | 0.60% | +101.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,732,000 | +29.9% | 26,773 | +9.7% | 0.49% | +14.0% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $3,578,000 | +319.0% | 116,229 | +281.3% | 0.47% | +267.2% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $3,391,000 | +34.4% | 17,687 | +17.6% | 0.44% | +17.7% |
| IUSB | Buy | ISHARES TRcore total usd | $3,036,000 | +8.3% | 58,253 | +8.9% | 0.40% | -5.2% |
| AMZN | Buy | AMAZON COM INC | $2,873,000 | +8.6% | 1,555 | +2.0% | 0.38% | -5.0% |
| DVYE | Buy | ISHARES INCem mkts div etf | $2,839,000 | +183.1% | 69,901 | +160.9% | 0.37% | +148.7% |
| HYLS | Buy | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $2,756,000 | +8.2% | 56,490 | +7.0% | 0.36% | -5.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,658,000 | +74.6% | 18,223 | +54.9% | 0.35% | +53.1% |
| GLD | Buy | SPDR GOLD TRUST | $2,147,000 | +12.0% | 15,026 | +8.9% | 0.28% | -1.7% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,966,000 | +14.6% | 52,300 | +14.4% | 0.26% | +0.4% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $1,951,000 | +24.1% | 38,706 | +24.3% | 0.26% | +8.5% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $1,806,000 | +239.5% | 16,914 | +239.0% | 0.24% | +196.2% |
| INTC | Buy | INTEL CORP | $1,733,000 | +16.5% | 28,950 | +0.3% | 0.23% | +1.8% |
| BSJK | Buy | INVESCO EXCH TRD SLF IDX FD | $1,600,000 | +387.8% | 66,841 | +387.5% | 0.21% | +328.6% |
| IEI | New | ISHARES TR3 7 yr treas bd | $1,564,000 | – | 12,436 | +100.0% | 0.20% | – |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,540,000 | +5.8% | 39,831 | +7.6% | 0.20% | -7.3% |
| PEP | Buy | PEPSICO INC | $1,529,000 | +0.9% | 11,189 | +1.2% | 0.20% | -11.5% |
| PG | Buy | PROCTER & GAMBLE CO | $1,467,000 | +3.6% | 11,746 | +3.2% | 0.19% | -9.0% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $1,465,000 | +3.8% | 101,008 | +0.9% | 0.19% | -9.4% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,440,000 | +44.3% | 20,742 | +35.6% | 0.19% | +26.0% |
| USIG | New | ISHARES TRusd inv grde etf | $1,410,000 | – | 24,189 | +100.0% | 0.18% | – |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,396,000 | +205.5% | 5,703 | +168.9% | 0.18% | +169.1% |
| IPAY | Buy | ETF MANAGERS TRprime mobile pay | $1,371,000 | +39.8% | 27,673 | +31.5% | 0.18% | +22.4% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,330,000 | +1.8% | 20,584 | +2.0% | 0.18% | -10.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,300,000 | +38.9% | 4,039 | +28.0% | 0.17% | +22.1% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,293,000 | +28.1% | 12,698 | +13.5% | 0.17% | +12.6% |
| FTGC | Buy | FIRST TR EXCHAN TRADED FD VIfst tr glb fd | $1,269,000 | +5.2% | 67,071 | +0.9% | 0.17% | -7.7% |
| HON | Buy | HONEYWELL INTL INC | $1,268,000 | +4.7% | 7,163 | +0.1% | 0.17% | -8.3% |
| HDV | Buy | ISHARES TRcore high dv etf | $1,228,000 | +22.6% | 12,519 | +17.7% | 0.16% | +7.3% |
| EAGG | New | ISHARES TResg us agr bd | $1,226,000 | – | 22,863 | +100.0% | 0.16% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,175,000 | +24.3% | 877 | +13.3% | 0.15% | +8.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,159,000 | +86.3% | 5,451 | +65.4% | 0.15% | +63.4% |
| ORCL | Buy | ORACLE CORP | $1,151,000 | +45.7% | 21,717 | +51.3% | 0.15% | +28.0% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $1,139,000 | +212.9% | 17,739 | +147.2% | 0.15% | +170.9% |
| BIS | Buy | PROSHARES TRultsh nasd biot | $1,112,000 | +8.9% | 83,000 | +62.7% | 0.15% | -4.6% |
| GDX | Buy | VANECK VECTORS ETF TRUSTgold miners etf | $1,104,000 | +12.8% | 37,695 | +2.8% | 0.14% | -1.4% |
| SOXX | New | ISHARES TRphlx semicnd etf | $1,092,000 | – | 4,350 | +100.0% | 0.14% | – |
| MCD | Buy | MCDONALDS CORP | $1,080,000 | +10.8% | 5,465 | +20.3% | 0.14% | -2.7% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,057,000 | +5.5% | 12,974 | +0.5% | 0.14% | -7.3% |
| PFE | Buy | PFIZER INC | $1,003,000 | +17.0% | 25,600 | +7.3% | 0.13% | +3.1% |
| ESGU | Buy | ISHARES TResg msci usa etf | $983,000 | +338.8% | 13,788 | +302.2% | 0.13% | +279.4% |
| SGDM | Buy | SPROTT ETF TRgold miners etf | $967,000 | +11.9% | 38,464 | +2.0% | 0.13% | -1.6% |
| OUNZ | Buy | VANECK MERK GOLD TRUSTgold trust | $960,000 | +3.2% | 64,668 | +0.3% | 0.13% | -9.4% |
| ACN | Buy | ACCENTURE PLC IRELAND | $936,000 | +229.6% | 4,446 | +201.4% | 0.12% | +186.0% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $900,000 | +7.8% | 8,166 | +10.0% | 0.12% | -5.6% |
| ILCG | New | ISHARES TRmrngstr lg-cp gr | $851,000 | – | 4,051 | +100.0% | 0.11% | – |
| SUSC | Buy | ISHARES TResg usd corpt | $840,000 | +160.9% | 31,729 | +158.7% | 0.11% | +129.2% |
| MDT | Buy | MEDTRONIC PLC | $819,000 | +27.4% | 7,218 | +21.9% | 0.11% | +11.5% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $811,000 | +273.7% | 7,985 | +274.7% | 0.11% | +221.2% |
| BKNG | Buy | BOOKING HLDGS INC | $789,000 | +255.4% | 384 | +239.8% | 0.10% | +215.2% |
| PM | Buy | PHILIP MORRIS INTL INC | $761,000 | +182.9% | 8,940 | +152.1% | 0.10% | +150.0% |
| SDS | Buy | PROSHARES TRultrashrt s&p500 | $748,000 | -4.7% | 30,100 | +13.2% | 0.10% | -16.9% |
| HEZU | Buy | ISHARES TRcur hd eurzn etf | $748,000 | +11.0% | 23,524 | +8.0% | 0.10% | -3.0% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $740,000 | +10.3% | 4,939 | +0.5% | 0.10% | -4.0% |
| RMD | Buy | RESMED INC | $739,000 | +14.9% | 4,768 | +0.2% | 0.10% | +1.0% |
| NVS | Buy | NOVARTIS A Gsponsored adr | $724,000 | +214.8% | 7,649 | +189.0% | 0.10% | +179.4% |
| SPGI | New | S&P GLOBAL INC | $721,000 | – | 2,641 | +100.0% | 0.10% | – |
| IR | Buy | INGERSOLL-RAND PLC | $655,000 | +10.3% | 4,925 | +2.1% | 0.09% | -3.4% |
| MLPA | Buy | GLOBAL X FDSglbl x mlp etf | $617,000 | +22.7% | 78,350 | +30.6% | 0.08% | +8.0% |
| MO | Buy | ALTRIA GROUP INC | $611,000 | +34.3% | 12,235 | +10.0% | 0.08% | +17.6% |
| SJT | Buy | SAN JUAN BASIN RTY TRunit ben int | $594,000 | -7.5% | 234,051 | +10.1% | 0.08% | -18.8% |
| ITB | New | ISHARES TRus home cons etf | $594,000 | – | 13,366 | +100.0% | 0.08% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $587,000 | +18.3% | 13,060 | +18.7% | 0.08% | +4.1% |
| EA | Buy | ELECTRONIC ARTS INC | $583,000 | +131.3% | 5,424 | +110.5% | 0.08% | +102.6% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $561,000 | +10.2% | 9,567 | +0.7% | 0.07% | -2.6% |
| EFX | New | EQUIFAX INC | $559,000 | – | 3,989 | +100.0% | 0.07% | – |
| IMCG | New | ISHARES TRmrgstr md cp grw | $536,000 | – | 2,040 | +100.0% | 0.07% | – |
| XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $520,000 | – | 8,511 | +100.0% | 0.07% | – |
| FOXA | New | FOX CORP | $519,000 | – | 13,988 | +100.0% | 0.07% | – |
| EBAY | New | EBAY INC | $507,000 | – | 14,051 | +100.0% | 0.07% | – |
| WU | New | WESTERN UN CO | $506,000 | – | 18,894 | +100.0% | 0.07% | – |
| NWSA | New | NEWS CORP NEWcl a | $499,000 | – | 35,258 | +100.0% | 0.06% | – |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $490,000 | +22.5% | 4,869 | +21.9% | 0.06% | +6.7% |
| TAP | New | MOLSON COORS BREWING COcl b | $489,000 | – | 9,068 | +100.0% | 0.06% | – |
| SHOP | Buy | SHOPIFY INCcl a | $489,000 | +30.1% | 1,229 | +1.7% | 0.06% | +14.3% |
| CNC | New | CENTENE CORP DEL | $434,000 | – | 6,904 | +100.0% | 0.06% | – |
| SBUX | Buy | STARBUCKS CORP | $419,000 | +15.1% | 4,768 | +15.7% | 0.06% | 0.0% |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $421,000 | – | 503 | +100.0% | 0.06% | – |
| VIG | Buy | VANGUARD GROUPdiv app etf | $416,000 | +15.6% | 3,340 | +11.0% | 0.06% | +1.9% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $415,000 | +9.5% | 3,038 | +2.9% | 0.05% | -5.3% |
| ALL | Buy | ALLSTATE CORP | $406,000 | +4.4% | 3,610 | +0.8% | 0.05% | -8.6% |
| ESGD | New | ISHARES TResg msci eafe | $372,000 | – | 5,416 | +100.0% | 0.05% | – |
| SUSB | New | ISHARES TResg 1 5 yr usd | $365,000 | – | 14,365 | +100.0% | 0.05% | – |
| SGDJ | Buy | SPROTT ETF TRjr gold miners e | $367,000 | +16.1% | 10,789 | +4.7% | 0.05% | +2.1% |
| HTGC | Buy | HERCULES CAPITAL INC | $367,000 | +6.1% | 26,160 | +1.1% | 0.05% | -7.7% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $366,000 | +22.0% | 1,772 | +17.4% | 0.05% | +6.7% |
| MXIM | Buy | MAXIM INTEGRATED PRODS INC | $365,000 | +6.7% | 5,934 | +0.6% | 0.05% | -5.9% |
| DSI | New | ISHARES TRmsci kld400 soc | $361,000 | – | 3,002 | +100.0% | 0.05% | – |
| SWM | New | SCHWEITZER-MAUDUIT INTL INC | $361,000 | – | 8,600 | +100.0% | 0.05% | – |
| CB | Buy | CHUBB LIMITED | $352,000 | +15.4% | 2,262 | +19.7% | 0.05% | 0.0% |
| SNA | New | SNAP ON INC | $345,000 | – | 2,036 | +100.0% | 0.04% | – |
| COP | Buy | CONOCOPHILLIPS | $340,000 | +26.9% | 5,226 | +11.0% | 0.04% | +12.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $336,000 | +6.7% | 3,109 | +2.3% | 0.04% | -6.4% |
| FLO | Buy | FLOWERS FOODS INC | $338,000 | -5.8% | 15,545 | +0.3% | 0.04% | -18.5% |
| IDXX | Buy | IDEXX LABS INC | $338,000 | -1.5% | 1,296 | +2.8% | 0.04% | -13.7% |
| MS | Buy | MORGAN STANLEY | $337,000 | +20.4% | 6,589 | +0.5% | 0.04% | +4.8% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $324,000 | +50.0% | 2,123 | +38.8% | 0.04% | +34.4% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $330,000 | +4.8% | 11,705 | +6.1% | 0.04% | -8.5% |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $316,000 | – | 7,438 | +100.0% | 0.04% | – |
| BRY | Buy | BERRY PETE CORP | $316,000 | +43.6% | 33,470 | +42.2% | 0.04% | +24.2% |
| TXN | Buy | TEXAS INSTRS INC | $313,000 | +36.7% | 2,438 | +37.4% | 0.04% | +20.6% |
| SPLK | Buy | SPLUNK INC | $303,000 | +32.9% | 2,022 | +4.7% | 0.04% | +17.6% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $305,000 | +21.0% | 6,500 | +9.9% | 0.04% | +5.3% |
| SRE | Buy | SEMPRA ENERGY | $295,000 | +4.2% | 1,947 | +1.6% | 0.04% | -7.1% |
| PPA | Buy | INVESCO EXCHANGE TRADED FD Taerospace defn | $290,000 | +1.4% | 4,237 | +0.1% | 0.04% | -11.6% |
| TEI | Buy | TEMPLETON EMERG MKTS INCOME | $281,000 | +35.7% | 30,554 | +33.7% | 0.04% | +19.4% |
| ESGE | New | ISHARES INCesg msci em etf | $277,000 | – | 7,717 | +100.0% | 0.04% | – |
| NEE | Buy | NEXTERA ENERGY INC | $272,000 | +20.9% | 1,123 | +16.5% | 0.04% | +5.9% |
| DAN | Buy | DANA INCORPORATED | $266,000 | +33.0% | 14,615 | +5.4% | 0.04% | +16.7% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $269,000 | +22.8% | 9,034 | +8.3% | 0.04% | +6.1% |
| LOW | Buy | LOWES COS INC | $257,000 | +19.5% | 2,149 | +9.7% | 0.03% | +6.2% |
| TROW | Buy | PRICE T ROWE GROUP INC | $260,000 | +14.0% | 2,136 | +6.9% | 0.03% | 0.0% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $249,000 | +13.7% | 6,913 | +10.2% | 0.03% | 0.0% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $252,000 | +5.4% | 2,340 | +0.6% | 0.03% | -8.3% |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $254,000 | +2.4% | 2,071 | +4.5% | 0.03% | -10.8% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $250,000 | +8.7% | 947 | +1.8% | 0.03% | -2.9% |
| YUM | Buy | YUM BRANDS INC | $253,000 | -10.0% | 2,514 | +1.4% | 0.03% | -21.4% |
| BP | Buy | BP PLCsponsored adr | $255,000 | +2.8% | 6,770 | +3.6% | 0.03% | -10.8% |
| APD | New | AIR PRODS & CHEMS INC | $233,000 | – | 993 | +100.0% | 0.03% | – |
| QRVO | New | QORVO INC | $233,000 | – | 2,004 | +100.0% | 0.03% | – |
| BSJL | Buy | INVESCO EXCH TRD SLF IDX FD | $240,000 | +5.7% | 9,713 | +5.3% | 0.03% | -8.8% |
| BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $229,000 | +6.0% | 9,350 | +5.6% | 0.03% | -6.2% |
| ALSN | Buy | ALLISON TRANSMISSION HLDGS I | $228,000 | +4.1% | 4,722 | +1.2% | 0.03% | -9.1% |
| PGR | Buy | PROGRESSIVE CORP OHIO | $228,000 | 0.0% | 3,147 | +6.6% | 0.03% | -11.8% |
| USB | New | US BANCORP DEL | $219,000 | – | 3,699 | +100.0% | 0.03% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $223,000 | – | 4,379 | +100.0% | 0.03% | – |
| TFC | New | TRUIST FINL CORP | $218,000 | – | 3,876 | +100.0% | 0.03% | – |
| TWTR | New | TWITTER INC | $213,000 | – | 6,659 | +100.0% | 0.03% | – |
| EMR | New | EMERSON ELEC CO | $214,000 | – | 2,811 | +100.0% | 0.03% | – |
| IYT | New | ISHARES TRtrans avg etf | $208,000 | – | 1,063 | +100.0% | 0.03% | – |
| LULU | New | LULULEMON ATHLETICA INC | $207,000 | – | 892 | +100.0% | 0.03% | – |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $205,000 | – | 1,540 | +100.0% | 0.03% | – |
| VXUS | New | VANGUARD STAR FDvg tl intl stk f | $206,000 | – | 3,703 | +100.0% | 0.03% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $202,000 | – | 3,210 | +100.0% | 0.03% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $203,000 | – | 3,784 | +100.0% | 0.03% | – |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $207,000 | – | 9,705 | +100.0% | 0.03% | – |
| GDXJ | New | VANECK VECTORS ETF TRUSTjr gold miners e | $201,000 | – | 4,759 | +100.0% | 0.03% | – |
| GE | New | GENERAL ELECTRIC CO | $186,000 | – | 16,699 | +100.0% | 0.02% | – |
| X | New | UNITED STATES STL CORP NEW | $160,000 | – | 14,000 | +100.0% | 0.02% | – |
| SPNX | New | SUPERIOR ENERGY SVCS INC | $118,000 | – | 23,500 | +100.0% | 0.02% | – |
| CRNT | New | CERAGON NETWORKS LTDord | $42,000 | – | 20,000 | +100.0% | 0.01% | – |
| TSLA | New | TESLA INCput | $0 | – | 16,800 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 31 | Q3 2023 | 6.0% |
| APPLE INC COM | 31 | Q3 2023 | 3.4% |
| ISHARES TR | 31 | Q3 2023 | 4.4% |
| ISHARES TR | 31 | Q3 2023 | 4.8% |
| ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | 31 | Q3 2023 | 3.7% |
| ISHARES TR | 31 | Q3 2023 | 4.5% |
| ISHARES TR | 31 | Q3 2023 | 2.5% |
| ISHARES TR NATIONAL MUN ETF | 31 | Q3 2023 | 2.5% |
| ISHARES TR | 31 | Q3 2023 | 2.4% |
| ISHARES TR | 31 | Q3 2023 | 2.8% |
View WEALTHSOURCE PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-18 |
View WEALTHSOURCE PARTNERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.