HoldingsChannel.com
Wealthsource Partners LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 811,805 +123,041 $60,155
     SCHX811,805+123,041$60,155
ISHARES TR (GOVT) 1,782,370 -654,475 $49,889
     GOVT1,782,370-654,475$49,889
ISHARES TR (ESGU) 491,512 +131,402 $34,401
     ESGU491,512+131,402$34,401
ISHARES TR (EFG) 401,348 +397,142 $33,356
     EFG401,348+397,142$33,356
ISHARES TR (LQD) 226,021 +198,057 $30,400
     LQD226,021+198,057$30,400
SPDR SER TR (SPSB) 767,481 +767,481 $24,053
     SPSB767,481+767,481$24,053
ISHARES INC (ESGE) 707,830 +183,773 $22,707
     ESGE707,830+183,773$22,707
APPLE INC 56,529 -2,614 $20,622
     AAPL56,529-2,614$20,622
ISHARES TR (IEFA) 332,805 -430,595 $19,023
     IEFA332,805-430,595$19,023
ISHARES TR (SHYG) 443,115 +64,226 $19,005
     SHYG443,115+64,226$19,005
ISHARES TR (IJR) 254,282 +189,693 $17,365
     IJR254,282+189,693$17,365
ISHARES TR (VLUE) 235,715 +235,715 $17,037
     VLUE235,715+235,715$17,037
ISHARES TR (IXN) 65,085 -1,927 $15,330
     IXN65,085-1,927$15,330
SPDR SER TR (SPLB) 442,810 +442,810 $14,037
     SPLB442,810+442,810$14,037
ISHARES TR (USMV) 205,573 -211,570 $12,464
     USMV205,573-211,570$12,464
ISHARES TR (IHI) 45,737 +44,807 $12,110
     IHI45,737+44,807$12,110
ISHARES U S ETF TR (NEAR) 231,881 -173,316 $11,596
     NEAR231,881-173,316$11,596
SPDR SER TR (SPIB) 267,331 -280,885 $9,766
     SPIB267,331-280,885$9,766
MICROSOFT CORP 47,248 -3,252 $9,615
     MSFT47,248-3,252$9,615
ISHARES TR (IYG) 62,833 +62,833 $7,502
     IYG62,833+62,833$7,502
WELLS FARGO CO NEW 225,109 +94 $5,763
     WFC225,109+94$5,763
SPDR SER TR (SPTL) 111,198 -150,895 $5,216
     SPTL111,198-150,895$5,216
ISHARES TR (AGG) 43,007 +8,389 $5,084
     AGG43,007+8,389$5,084
ISHARES TR (QUAL) 50,594 -357,658 $4,853
     QUAL50,594-357,658$4,853
AMAZON COM INC 1,695 -21 $4,676
     AMZN1,695-21$4,676
VANGUARD INDEX FDS (VOO) 15,395 -5,988 $4,363
     VOO15,395-5,988$4,363
ISHARES TR (MTUM) 33,140 -109,899 $4,341
     MTUM33,140-109,899$4,341
ISHARES TR (MUB) 36,995 +5,920 $4,269
     MUB36,995+5,920$4,269
AMGEN INC 15,612 -2,660 $3,682
     AMGN15,612-2,660$3,682
ISHARES TR (IVV) 11,266 -703 $3,489
     IVV11,266-703$3,489
SPDR S&P 500 ETF TR (SPY)      $3,057
     SPY9,922+2,546$3,060
     Put400+400$3
ISHARES TR (CMF) 46,388 +3,377 $2,883
     CMF46,388+3,377$2,883
ISHARES TR (IEF) 21,755 +11,582 $2,651
     IEF21,755+11,582$2,651
ISHARES TR (IJS) 21,848 +5,225 $2,630
     IJS21,848+5,225$2,630
JOHNSON & JOHNSON 18,486 +279 $2,600
     JNJ18,486+279$2,600
ISHARES TR (USHY) 67,726 +39,124 $2,588
     USHY67,726+39,124$2,588
JPMORGAN CHASE & CO 26,063 -5,932 $2,451
     JPM26,063-5,932$2,451
ISHARES TR (SUB) 22,224 -6,255 $2,397
     SUB22,224-6,255$2,397
ISHARES TR (SUSC) 82,567 +40,418 $2,281
     SUSC82,567+40,418$2,281
SELECT SECTOR SPDR TR (XLE) 60,033 +37,971 $2,272
     XLE60,033+37,971$2,272
CISCO SYS INC 47,383 -19,661 $2,210
     CSCO47,383-19,661$2,210
CHEVRON CORP NEW 23,286 -2,578 $2,078
     CVX23,286-2,578$2,078
HOME DEPOT INC 8,046 -2,041 $2,016
     HD8,046-2,041$2,016
ISHARES TR (IVW) 9,637 -2,641 $2,000
     IVW9,637-2,641$2,000
VERIZON COMMUNICATIONS INC 34,549 -3,388 $1,905
     VZ34,549-3,388$1,905
SPDR INDEX SHS FDS (SPEM) 54,718 -247,642 $1,831
     SPEM54,718-247,642$1,831
INVESCO QQQ TR 7,344 +1,281 $1,818
     QQQ7,344+1,381$1,818
ISHARES TR (IDV) 71,564 +50,645 $1,798
     IDV71,564+50,645$1,798
ALPHABET INC 1,257 +7 $1,777
     GOOG1,257+7$1,777
VANGUARD BD INDEX FDS (BSV) 20,954 +11,227 $1,742
     BSV20,954+11,227$1,742

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 06/30/2020: $695,250
At 03/31/2020: $634,631

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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