Notify me when Wealthsource Partners, Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2023 | 500 | $1.54B | +$154M | -$201M | -$46.7M | SCHX, SPAB, QUAL, ESGU, EFV | 13F-HR | 1/12/2024, 07:04 PM |
| Q3 2023 | 488 | $1.46B | +$178M | -$168M | +$9.89M | SCHX, SPAB, QUAL, ESGU, EFG | 13F-HR | 11/9/2023, 08:35 PM |
| Q2 2023 | 493 | $1.52B | +$60.7M | -$76.6M | -$15.9M | SCHX, SPAB, QUAL, EFG, ESGU | 13F-HR | 8/14/2023, 07:43 PM |
| Q1 2023 | 489 | $1.48B | +$215M | -$220M | -$4.71M | SCHX, SPAB, QUAL, EFG, ESGU | 13F-HR | 5/15/2023, 03:26 PM |
| Q4 2022 | 478 | $1.41B | +$219M | -$234M | -$14.7M | SCHX, ESGU, SPAB, EFG, EFV | 13F-HR | 2/9/2023, 07:34 PM |
| Q3 2022 | 487 | $1.35B | +$219M | -$150M | +$69.1M | SCHX, ESGU, SPAB, GOVT, EFG | 13F-HR | 11/14/2022, 08:56 PM |
| Q2 2022 | 511 | $1.37B | +$305M | -$215M | +$90.3M | SCHX, ESGU, SPAB, GOVT, EFV | 13F-HR | 8/9/2022, 07:15 PM |
| Q1 2022 | 570 | $1.48B | +$435M | -$114M | +$321M | SCHX, ESGU, SPAB, GOVT, AAPL | 13F-HR | 5/6/2022, 08:07 PM |
| Q4 2021 | 541 | $1.25B | +$129M | -$83.6M | +$45.7M | SCHX, ESGU, SPAB, GOVT, EFG | 13F-HR | 2/11/2022, 06:28 PM |
| Q3 2021 | 506 | $1.14B | +$136M | -$89.2M | +$46.3M | SCHX, ESGU, SPAB, GOVT, EFG | 13F-HR | 11/18/2021, 10:43 AM |
| Q2 2021 | 457 | $1.13B | +$136M | -$64.4M | +$71.4M | SCHX, ESGU, GOVT, SPAB, SPSB | 13F-HR | 11/18/2021, 10:39 AM |
| Q1 2021 | 431 | $1B | +$238M | -$118M | +$121M | SCHX, ESGU, GOVT, SPAB, SPSB | 13F-HR | 6/21/2021, 01:45 PM |
| Q4 2020 | 379 | $857M | +$135M | -$91M | +$44.4M | SCHX, ESGU, GOVT, ESGE, EFG | 13F-HR | 2/12/2021, 05:26 PM |
| Q3 2020 | 356 | $749M | +$66.9M | -$28.2M | +$38.7M | SCHX, GOVT, ESGU, EFG, LQD | 13F-HR | 11/13/2020, 08:30 PM |
| Q2 2020 | 341 | $695M | +$211M | -$232M | -$21.6M | SCHX, GOVT, ESGU, EFG, LQD | 13F-HR | 8/14/2020, 06:33 PM |
| Q1 2020 | 340 | $635M | +$131M | -$159M | -$28M | GOVT, SCHX, IEFA, QUAL, USMV | 13F-HR | 5/12/2020, 01:13 PM |
| Q4 2019 | 412 | $762M | +$228M | -$165M | +$63M | GOVT, IEFA, SCHX, QUAL, USMV | 13F-HR | 2/11/2020, 07:09 PM |
| Q3 2019 | 423 | $667M | +$124M | -$96.1M | +$28.2M | USMV, GOVT, IXUS, AAPL, NEAR | 13F-HR | 11/14/2019, 07:13 PM |
| Q2 2019 | 446 | $634M | +$261M | -$77M | +$184M | USMV, IXUS, IEFA, AAPL, NEAR | 13F-HR | 8/9/2019, 12:37 PM |
| Q1 2019 | 348 | $443M | +$129M | -$61.1M | +$68.4M | IEFA, MTUM, AAPL, NEAR, LQD | 13F-HR | 5/15/2019, 07:30 PM |
| Q4 2018 | 299 | $345M | +$57.5M | -$55.3M | +$2.2M | IEFA, LQD, SCHO, RAAX, GSY | 13F-HR | 2/6/2019, 03:59 PM |
| Q3 2018 | 313 | $380M | +$70.9M | -$58.9M | +$12M | IEFA, IEMG, LQD, AAPL, MTUM | 13F-HR | 11/13/2018, 04:34 PM |
| Q2 2018 | 300 | $358M | +$86.3M | -$58.1M | +$28.2M | IEFA, LQD, MTUM, SCHO, IGHG | 13F-HR | 8/13/2018, 07:24 PM |
| Q1 2018 | 278 | $329M | +$101M | -$90.8M | +$9.8M | IEFA, LQD, MTUM, IEMG, DJP | Restatement | 4/16/2018, 01:56 PM |
| Q4 2017 | 305 | $323M | +$58.8M | -$44.9M | +$13.9M | AGG, LQD, IEFA, IVV, IJR | 13F-HR | 2/15/2018, 08:31 PM |
| Q3 2017 | 295 | $302M | +$29.1M | -$29.7M | -$577K | LQD, AGG, IEFA, IVV, MUB | 13F-HR | 11/17/2017, 08:02 PM |
| Q2 2017 | 283 | $293M | +$53.1M | -$35.5M | +$17.6M | LQD, AGG, IEFA, IVV, MUB | 13F-HR | 8/15/2017, 07:13 PM |
| Q1 2017 | 286 | $271M | +$74.3M | -$46.9M | +$27.4M | RSP, LQD, IEFA, AGG, MUB | 13F-HR | 5/9/2017, 02:26 PM |
| Q4 2016 | 245 | $238M | +$28.3M | -$65.2M | -$36.9M | EMB, AGG, HYLS, IEFA, LQD | 13F-HR | 2/17/2017, 02:53 PM |
| Q3 2016 | 258 | $274M | +$46.9M | -$43M | +$3.95M | EMB, HYLS, AGG, LQD, IEFA | 13F-HR | 11/2/2016, 01:46 PM |
| Q2 2016 | 261 | $268M | +$96.6M | -$78M | +$18.6M | EMB, HYLS, LQD, AGG, IEFA | 13F-HR | 8/8/2016, 01:35 PM |
| Q1 2016 | 238 | $245M | $0 | $0 | GLD, SPTL, CORP, SCHZ, SHM | 13F-HR | 5/13/2016, 06:28 PM |