StockDriftsStockDriftsTop 50 Wealthsource Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 11.65% | 3.17M | $178.9M | -5.15%(-172.33K) | — | 2023-12-31 | |
| SPAB | SPDR SER TR | 6.79% | 4.07M | $104.3M | +0.41%(+16.62K) | — | 2023-12-31 | |
| QUAL | ISHARES TR | 5.99% | 625.2K | $92.0M | +5.77%(+34.12K) | — | 2023-12-31 | |
| ESGU | ISHARES TR | 3.27% | 478.3K | $50.2M | -7.68%(-39.80K) | — | 2023-12-31 | |
| EFV | ISHARES TR | 2.53% | 746.3K | $38.9M | -17.32%(-156.39K) | — | 2023-12-31 | |
| EFG | ISHARES TR | 2.47% | 391.5K | $37.9M | -26.50%(-141.14K) | — | 2023-12-31 | |
| EMXC | ISHARES INC | 1.97% | 547.1K | $30.3M | new | — | 2023-12-31 | |
| IYW | ISHARES TR | 1.9% | 238.2K | $29.2M | +35.52%(+62.43K) | — | 2023-12-31 | |
| MBB | ISHARES TR | 1.9% | 309.6K | $29.1M | -4.79%(-15.59K) | — | 2023-12-31 | |
| AAPL | APPLE INC | 1.87% | 148.9K | $28.7M | -4.26%(-6.62K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wealthsource Partners, Llc reports $1.54B in US-listed equity holdings across 503 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (11.7%), SPAB (6.8%) and QUAL (6.0%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealthsource Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1674623). View Wealthsource Partners, Llc’s 13F filings on SEC