HoldingsChannel.com
Wealthsource Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (GOVT) 2,436,845 +221,465 $68,256
     GOVT2,436,845+221,465$68,256
SCHWAB STRATEGIC TR 688,764 +267,917 $42,187
     SCHX688,764+267,917$42,187
ISHARES TR (IEFA) 763,400 +262,346 $38,086
     IEFA763,400+262,346$38,086
ISHARES TR (QUAL) 408,252 +131,640 $33,085
     QUAL408,252+131,640$33,085
ISHARES TR (USMV) 417,143 +20,167 $22,530
     USMV417,143+20,167$22,530
ISHARES TR (ESGU) 360,110 +346,322 $20,703
     ESGU360,110+346,322$20,703
ISHARES U S ETF TR (NEAR) 405,197 +2,144 $19,648
     NEAR405,197+2,144$19,648
SPDR SER TR (SPIB) 548,216 +61,195 $18,645
     SPIB548,216+61,195$18,645
ISHARES TR (MBB) 142,445 -41,746 $15,732
     MBB142,445-41,746$15,732
ISHARES TR (SHYG) 378,889 +206,207 $15,485
     SHYG378,889+206,207$15,485
ISHARES TR (MTUM) 143,039 +16,645 $15,231
     MTUM143,039+16,645$15,231
APPLE INC 59,143 -4,171 $15,039
     AAPL59,143-4,171$15,039
ISHARES INC (ESGE) 524,057 +516,340 $14,343
     ESGE524,057+516,340$14,343
SPDR SER TR (SPTL) 262,093 +58,979 $12,381
     SPTL262,093+58,979$12,381
ISHARES TR (IXN) 67,012 +9,107 $12,220
     IXN67,012+9,107$12,220
SPDR INDEX SHS FDS (SPEM) 302,360 -257,748 $8,605
     SPEM302,360-257,748$8,605
MICROSOFT CORP 50,500 -2,724 $7,964
     MSFT50,500-2,724$7,964
ISHARES TR (SIZE) 94,794 -40,863 $6,766
     SIZE94,794-40,863$6,766
WELLS FARGO CO NEW 225,015 -19,537 $6,458
     WFC225,015-19,537$6,458
VANGUARD INDEX FDS (VOO) 21,383 +3,653 $5,064
     VOO21,383+3,653$5,064
FIRST TR EXCHANGE TRADED FD (LMBS) 88,111 -29,685 $4,494
     LMBS88,111-29,685$4,494
ISHARES TR (AGG) 34,618 -20,296 $3,994
     AGG34,618-20,296$3,994
AMGEN INC 18,272 -1,625 $3,704
     AMGN18,272-1,625$3,704
ISHARES TR (IJR) 64,589 -6,924 $3,624
     IJR64,589-6,924$3,624
SCHWAB STRATEGIC TR 68,175 -16,205 $3,527
     SCHO68,175-16,205$3,527
ISHARES TR (MUB) 31,075 -22,239 $3,512
     MUB31,075-22,239$3,512
ISHARES TR (LQD) 27,964 -48,890 $3,454
     LQD27,964-48,890$3,454
AMAZON COM INC 1,716 +161 $3,346
     AMZN1,716+161$3,346
VANGUARD CHARLOTTE FDS (BNDX) 58,171 -25,241 $3,273
     BNDX58,171-25,241$3,273
ISHARES TR (IVV) 11,969 -4,780 $3,093
     IVV11,969-4,780$3,093
ISHARES TR (SUB) 28,479 +11,565 $3,027
     SUB28,479+11,565$3,027
JPMORGAN CHASE & CO 31,995 +5,222 $2,881
     JPM31,995+5,222$2,881
SCHWAB STRATEGIC TR 61,333 +9,473 $2,715
     SCHV61,333+9,473$2,715
CISCO SYS INC 67,044 +15,928 $2,636
     CSCO67,044+15,928$2,636
ISHARES TR (CMF) 43,011 -19,743 $2,603
     CMF43,011-19,743$2,603
ISHARES TR (IJH) 17,156 -7,466 $2,468
     IJH17,156-7,466$2,468
JOHNSON & JOHNSON 18,207 -16 $2,388
     JNJ18,207-16$2,388
ISHARES TR (IUSB) 44,463 -13,790 $2,334
     IUSB44,463-13,790$2,334
ISHARES TR (EMB) 23,269 -21,057 $2,250
     EMB23,269-21,057$2,250
VANGUARD BD INDEX FDS (BND) 24,304 +13,252 $2,074
     BND24,304+13,252$2,074
VERIZON COMMUNICATIONS INC 37,937 -4,397 $2,038
     VZ37,937-4,397$2,038
ISHARES TR (IVW) 12,278 -18,203 $2,027
     IVW12,278-18,203$2,027
FIRST TR EXCHANGE TRADED FD (HYLS) 47,311 -9,179 $1,986
     HYLS47,311-9,179$1,986
SCHWAB STRATEGIC TR 23,944 +1,762 $1,907
     SCHG23,944+1,762$1,907
SPDR S&P 500 ETF TR (SPY) 7,376 +3,337 $1,901
     SPY7,376+3,337$1,901
HOME DEPOT INC 10,087 -1,149 $1,883
     HD10,087-1,149$1,883
CHEVRON CORP NEW 25,864 -1,274 $1,874
     CVX25,864-1,274$1,874
ISHARES TR (EAGG) 33,023 +10,160 $1,830
     EAGG33,023+10,160$1,830
ISHARES TR (IJS) 16,623 +16,623 $1,661
     IJS16,623+16,623$1,661
ISHARES TR (IVE) 17,211 -29,634 $1,657
     IVE17,211-29,634$1,657

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 03/31/2020: $634,631
At 12/31/2019: $762,027

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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