HoldingsChannel.com
Wealthsource Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (GOVT) 2,215,380 +1,420,772 $57,467
     GOVT2,215,380+1,420,772$57,467
ISHARES TR (IEFA) 501,054 +333,001 $32,689
     IEFA501,054+333,001$32,689
SCHWAB STRATEGIC TR 420,847 +298,938 $32,325
     SCHX420,847+298,938$32,325
ISHARES TR (QUAL) 276,612 +171,332 $27,938
     QUAL276,612+171,332$27,938
ISHARES TR (USMV) 396,976 +7,397 $26,042
     USMV396,976+7,397$26,042
SPDR INDEX SHS FDS (SPEM) 560,108 +447,385 $21,054
     SPEM560,108+447,385$21,054
ISHARES US ETF TR (NEAR) 403,053 +117,552 $20,253
     NEAR403,053+117,552$20,253
ISHARES TR (MBB) 184,191 +131,982 $19,904
     MBB184,191+131,982$19,904
APPLE INC 63,314 -2,420 $18,592
     AAPL63,314-2,420$18,592
SPDR SERIES TRUST (SPIB) 487,021 +342,538 $17,197
     SPIB487,021+342,538$17,197
ISHARES TR (MTUM) 126,394 +31,452 $15,870
     MTUM126,394+31,452$15,870
ISHARES TR (SIZE) 135,657 +135,657 $13,214
     SIZE135,657+135,657$13,214
WELLS FARGO CO NEW 244,552 -599 $13,157
     WFC244,552-599$13,157
ISHARES TR (IXN) 57,905 +53,914 $12,188
     IXN57,905+53,914$12,188
ISHARES TR (LQD) 76,854 -10,981 $9,834
     LQD76,854-10,981$9,834
MICROSOFT CORP 53,224 +1,887 $8,393
     MSFT53,224+1,887$8,393
ISHARES TR (SHYG) 172,682 -13,430 $8,018
     SHYG172,682-13,430$8,018
SPDR SERIES TRUST (SPTL) 203,114 +95,320 $7,895
     SPTL203,114+95,320$7,895
ISHARES TR (AGG) 54,914 +21,200 $6,171
     AGG54,914+21,200$6,171
FIRST TR EXCHANGE TRADED FD (LMBS) 117,796 -32,008 $6,102
     LMBS117,796-32,008$6,102
ISHARES TR (IVE) 46,845 -196 $6,094
     IVE46,845-196$6,094
ISHARES TR (MUB) 53,314 -4,737 $6,073
     MUB53,314-4,737$6,073
ISHARES TR (IJR) 71,513 +12,354 $5,996
     IJR71,513+12,354$5,996
ISHARES TR (IVW) 30,481 -220 $5,902
     IVW30,481-220$5,902
ISHARES TR (IXUS) 92,517 -195,899 $5,727
     IXUS92,517-195,899$5,727
ISHARES TR (IVV) 16,749 +3,992 $5,414
     IVV16,749+3,992$5,414
VANGUARD INDEX FDS (VOO) 17,730 +874 $5,245
     VOO17,730+874$5,245
ISHARES TR (EMB) 44,326 -21,301 $5,078
     EMB44,326-21,301$5,078
ISHARES TR (IJH) 24,622 +1,510 $5,068
     IJH24,622+1,510$5,068
AMGEN INC 19,897 -2,159 $4,797
     AMGN19,897-2,159$4,797
VANGUARD CHARLOTTE FDS (BNDX) 83,412 -34,499 $4,719
     BNDX83,412-34,499$4,719
ISHARES TR (USHY) 111,154 +62,704 $4,568
     USHY111,154+62,704$4,568
SCHWAB STRATEGIC TR 84,380 -4,239 $4,260
     SCHO84,380-4,239$4,260
VANGUARD INTL EQUITY INDEX F (VWO) 92,580 -31,184 $4,117
     VWO92,580-31,184$4,117
ISHARES TR (CMF) 62,754 -6,095 $3,842
     CMF62,754-6,095$3,842
JPMORGAN CHASE & CO 26,773 +2,372 $3,732
     JPM26,773+2,372$3,732
VANGUARD TAX MANAGED INTL FD (VEA) 83,506 -24,594 $3,679
     VEA83,506-24,594$3,679
JP MORGAN EXCHANGE TRADED FD (BBAX) 139,083 -88,497 $3,604
     BBAX139,083-88,497$3,604
SELECT SECTOR SPDR TR (XLF) 116,229 +85,743 $3,578
     XLF116,229+85,743$3,578
VANGUARD WORLD FDS (VHT) 17,687 +2,642 $3,391
     VHT17,687+2,642$3,391
SPDR SERIES TRUST (SPLG) 89,307 -118,846 $3,378
     SPLG89,307-118,846$3,378
CHEVRON CORP NEW 27,138 -1,723 $3,270
     CVX27,138-1,723$3,270
VANECK VECTORS ETF TRUST (RAAX) 126,947 -68,275 $3,265
     RAAX126,947-68,275$3,265
SCHWAB STRATEGIC TR 51,860 -3,021 $3,118
     SCHV51,860-3,021$3,118
ISHARES TR (IJK) 13,085 -1,629 $3,116
     IJK13,085-1,629$3,116
SPDR SERIES TRUST (LGLV) 26,878 -53,708 $3,069
     LGLV26,878-53,708$3,069
ISHARES TR (IUSB) 58,253 +4,750 $3,036
     IUSB58,253+4,750$3,036
ISHARES INC (IEMG) 55,941 -28,373 $3,007
     IEMG55,941-28,373$3,007
ISHARES TR (IJJ) 17,083 -3,099 $2,917
     IJJ17,083-3,099$2,917
AMAZON COM INC 1,555 +31 $2,873
     AMZN1,555+31$2,873

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 12/31/2019: $762,027
At 09/30/2019: $667,243

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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