HoldingsChannel.com
Wealthsource Partners LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (USMV) 384,271 +278,340 $23,721
     USMV384,271+278,340$23,721
ISHARES TR (IXUS) 286,880 +286,880 $16,823
     IXUS286,880+286,880$16,823
ISHARES TR (IEFA) 231,576 -17,207 $14,219
     IEFA231,576-17,207$14,219
APPLE INC 65,042 +14,346 $12,873
     AAPL65,042+14,346$12,873
ISHARES US ETF TR (NEAR) 242,507 +58,148 $12,205
     NEAR242,507+58,148$12,205
ISHARES TR (MTUM) 93,769 +6,101 $11,121
     MTUM93,769+6,101$11,121
ISHARES TR (GOVT) 415,137 +315,079 $10,717
     GOVT415,137+315,079$10,717
ISHARES TR (LQD) 84,974 +9,049 $10,568
     LQD84,974+9,049$10,568
WELLS FARGO CO NEW 205,613 +155,667 $9,730
     WFC205,613+155,667$9,730
ISHARES TR (QUAL) 106,201 +56,327 $9,714
     QUAL106,201+56,327$9,714
ISHARES INC (IEMG) 165,098 +12,096 $8,493
     IEMG165,098+12,096$8,493
SCHWAB STRATEGIC TR 110,588 +35,779 $7,762
     SCHX110,588+35,779$7,762
FIRST TR EXCHANGE TRADED FD (LMBS) 147,795 +27,491 $7,638
     LMBS147,795+27,491$7,638
INVESCO ACTIVELY MANAGD ETF (GSY) 133,692 -44,432 $6,734
     GSY133,692-44,432$6,734
ISHARES TR (ACWI) 90,933 +51,485 $6,703
     ACWI90,933+51,485$6,703
ISHARES TR (MUB) 58,725 -486 $6,641
     MUB58,725-486$6,641
MICROSOFT CORP 48,893 +23,736 $6,550
     MSFT48,893+23,736$6,550
VANECK VECTORS ETF TR (RAAX) 252,148 -14,527 $6,441
     RAAX252,148-14,527$6,441
FIRST TR EXCHANGE TRADED FD (FXD) 143,620 +39,300 $6,150
     FXD143,620+39,300$6,150
VANGUARD CHARLOTTE FDS (BNDX) 105,878 +66,872 $6,067
     BNDX105,878+66,872$6,067
ISHARES TR (IVW) 33,824 +2,534 $6,063
     IVW33,824+2,534$6,063
SCHWAB STRATEGIC TR 188,464 -39,286 $6,048
     SCHF188,464-39,286$6,048
SCHWAB STRATEGIC TR 118,763 -16,019 $6,008
     SCHO118,763-16,019$6,008
ISHARES TR (AGG) 51,888 +1,221 $5,778
     AGG51,888+1,221$5,778
ISHARES TR (IVE) 48,309 +954 $5,631
     IVE48,309+954$5,631
FIRST TR EXCHANGE TRADED FD (FXU) 195,229 +195,229 $5,605
     FXU195,229+195,229$5,605
JP MORGAN EXCHANGE TRADED FD (JPST) 108,850 -5,447 $5,485
     JPST108,850-5,447$5,485
VANGUARD INTL EQUITY INDEX F (VWO) 118,387 +62,640 $5,035
     VWO118,387+62,640$5,035
ISHARES TR (IJH) 25,808 +3,718 $5,014
     IJH25,808+3,718$5,014
INVESCO EXCH TRD SLF IDX FD 231,242 -82,991 $4,916
     BSCK231,242-82,991$4,916
ISHARES TR (IJR) 61,977 +765 $4,852
     IJR61,977+765$4,852
SPDR SERIES TRUST (SPLG) 136,740 +83,739 $4,723
     SPLG136,740+83,739$4,723
ALPS ETF TR (IDOG) 181,458 -92,808 $4,718
     IDOG181,458-92,808$4,718
AMGEN INC 25,506 +21,351 $4,700
     AMGN25,506+21,351$4,700
SPDR INDEX SHS FDS (SPDW) 155,992 -43,732 $4,616
     SPDW155,992-43,732$4,616
ISHARES TR (CMF) 71,435 -2,585 $4,332
     CMF71,435-2,585$4,332
ISHARES TR (IYR) 49,566 +46,891 $4,328
     IYR49,566+46,891$4,328
FIRST TR EXCHANGE TRADED FD (FXL) 63,783 +63,783 $4,244
     FXL63,783+63,783$4,244
VANGUARD TAX MANAGED INTL FD (VEA) 99,608 +37,847 $4,155
     VEA99,608+37,847$4,155
VANGUARD INDEX FDS (VNQ) 46,639 +7,812 $4,076
     VNQ46,639+7,812$4,076
INVESCO EXCH TRD SLF IDX FD 190,815 +4,441 $4,043
     BSCL190,815+4,441$4,043
SSGA ACTIVE ETF TR (SRLN) 82,892 +82,892 $3,831
     SRLN82,892+82,892$3,831
INVESCO EXCH TRD SLF IDX FD 159,631 -1,685 $3,823
     BSJJ159,631-1,685$3,823
SCHWAB STRATEGIC TR 145,462 -65,113 $3,817
     SCHE145,462-65,113$3,817
SPDR INDEX SHS FDS (SPEM) 104,105 +20,439 $3,726
     SPEM104,105+20,439$3,726
AMAZON COM INC 1,935 +288 $3,664
     AMZN1,935+288$3,664
INVESCO EXCHANGE TRADED FD T (RSP) 33,464 +75 $3,607
     RSP33,464+75$3,607
SCHWAB STRATEGIC TR 65,190 +21,929 $3,583
     SCHR65,190+21,929$3,583
ISHARES TR (IWM) 22,915 +1,334 $3,563
     IWM22,915+1,334$3,563
SPDR SERIES TRUST (SPTM) 96,423 +61,524 $3,516
     SPTM96,423+61,524$3,516

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 06/30/2019: $634,481
At 03/31/2019: $442,604

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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