HoldingsChannel.com
Wealthsource Partners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (USMV) 389,579 +5,308 $24,972
     USMV389,579+5,308$24,972
ISHARES TR (GOVT) 794,608 +379,471 $20,918
     GOVT794,608+379,471$20,918
ISHARES TR (IXUS) 288,416 +1,536 $16,659
     IXUS288,416+1,536$16,659
APPLE INC 65,734 +692 $14,723
     AAPL65,734+692$14,723
ISHARES US ETF TR (NEAR) 285,501 +42,994 $14,372
     NEAR285,501+42,994$14,372
WELLS FARGO CO NEW 245,151 +39,538 $12,365
     WFC245,151+39,538$12,365
ISHARES TR (MTUM) 94,942 +1,173 $11,322
     MTUM94,942+1,173$11,322
ISHARES TR (LQD) 87,835 +2,861 $11,197
     LQD87,835+2,861$11,197
SCHWAB STRATEGIC TR 194,157 +128,967 $10,787
     SCHR194,157+128,967$10,787
ISHARES TR (IEFA) 168,053 -63,523 $10,263
     IEFA168,053-63,523$10,263
ISHARES TR (QUAL) 105,280 -921 $9,728
     QUAL105,280-921$9,728
INVESCO EXCH TRD SLF IDX FD 431,960 +200,718 $9,201
     BSCK431,960+200,718$9,201
SPDR SERIES TRUST (LGLV) 80,586 +61,580 $8,984
     LGLV80,586+61,580$8,984
ISHARES TR (SHYG) 186,112 +129,381 $8,652
     SHYG186,112+129,381$8,652
SCHWAB STRATEGIC TR 121,909 +11,321 $8,647
     SCHX121,909+11,321$8,647
FIRST TR EXCHANGE TRADED FD (LMBS) 149,804 +2,009 $7,788
     LMBS149,804+2,009$7,788
ISHARES TR (EMB) 65,627 +36,420 $7,439
     EMB65,627+36,420$7,439
SPDR SERIES TRUST (SPLG) 208,153 +71,413 $7,254
     SPLG208,153+71,413$7,254
MICROSOFT CORP 51,337 +2,444 $7,137
     MSFT51,337+2,444$7,137
VANGUARD CHARLOTTE FDS (BNDX) 117,911 +12,033 $6,937
     BNDX117,911+12,033$6,937
ISHARES TR (MUB) 58,051 -674 $6,624
     MUB58,051-674$6,624
SPDR SERIES TRUST (XNTK) 90,753 +65,098 $6,602
     XNTK90,753+65,098$6,602
JP MORGAN EXCHANGE TRADED FD (JPST) 114,672 +5,822 $5,782
     JPST114,672+5,822$5,782
ISHARES TR (ACWI) 76,675 -14,258 $5,655
     ACWI76,675-14,258$5,655
ISHARES TR (MBB) 52,209 +40,730 $5,654
     MBB52,209+40,730$5,654
JP MORGAN EXCHANGE TRADED FD (BBAX) 227,580 +227,580 $5,624
     BBAX227,580+227,580$5,624
ISHARES TR (IVE) 47,041 -1,268 $5,604
     IVE47,041-1,268$5,604
ISHARES TR (IVW) 30,701 -3,123 $5,527
     IVW30,701-3,123$5,527
SPDR SERIES TRUST (SPIB) 144,483 +54,451 $5,097
     SPIB144,483+54,451$5,097
SELECT SECTOR SPDR TR (XLY) 41,756 +39,573 $5,040
     XLY41,756+39,573$5,040
VANGUARD INTL EQUITY INDEX F (VWO) 123,764 +5,377 $4,983
     VWO123,764+5,377$4,983
VANECK VECTORS ETF TR (RAAX) 195,222 -56,926 $4,934
     RAAX195,222-56,926$4,934
FIRST TR EXCHANGE TRADED FD (FXD) 112,467 -31,153 $4,729
     FXD112,467-31,153$4,729
ISHARES TR (IGIB) 80,051 +63,917 $4,637
     IGIB80,051+63,917$4,637
ISHARES TR (IJR) 59,159 -2,818 $4,605
     IJR59,159-2,818$4,605
VANGUARD INDEX FDS (VOO) 16,856 +5,128 $4,595
     VOO16,856+5,128$4,595
FIRST TR EXCHANGE TRADED FD (FXU) 154,433 -40,796 $4,579
     FXU154,433-40,796$4,579
SCHWAB STRATEGIC TR 88,619 -30,144 $4,483
     SCHO88,619-30,144$4,483
ISHARES TR (IJH) 23,112 -2,696 $4,466
     IJH23,112-2,696$4,466
VANGUARD TAX MANAGED INTL FD (VEA) 108,100 +8,492 $4,441
     VEA108,100+8,492$4,441
SPDR SERIES TRUST (SPTL) 107,794 +82,603 $4,423
     SPTL107,794+82,603$4,423
SCHWAB STRATEGIC TR 137,652 -50,812 $4,386
     SCHF137,652-50,812$4,386
AMGEN INC 22,056 -3,450 $4,268
     AMGN22,056-3,450$4,268
ISHARES TR (CMF) 68,849 -2,586 $4,219
     CMF68,849-2,586$4,219
ISHARES TR (IYZ) 144,318 +144,318 $4,214
     IYZ144,318+144,318$4,214
ISHARES INC (IEMG) 84,314 -80,784 $4,133
     IEMG84,314-80,784$4,133
SSGA ACTIVE ETF TR (SRLN) 84,316 +1,424 $3,906
     SRLN84,316+1,424$3,906
SPDR INDEX SHS FDS (SPEM) 112,723 +8,618 $3,864
     SPEM112,723+8,618$3,864
ISHARES TR (AGG) 33,714 -18,174 $3,815
     AGG33,714-18,174$3,815
ISHARES TR (IVV) 12,757 +910 $3,808
     IVV12,757+910$3,808

See Full List: All Stocks Held By Wealthsource Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wealthsource Partners LLC

Size ($ in 1000's)
At 09/30/2019: $667,243
At 06/30/2019: $634,481

Wealthsource Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealthsource Partners LLC 13F filings. Link to 13F filings: SEC filings

Wealthsource Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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