WEALTHSOURCE PARTNERS, LLC
13F Portfolio Filings
- Most recent 13FQ4 2023
- Locationsan luis obispo, CA
- CIK0001674623
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
501 | $1.54 B | SCHX, KRE, QUAL, ESGU | 13F-HR | Jan 16, 2024 | 000167462324000002 | ||
489 | $1.46 B | SCHX, KRE, QUAL, ESGU | 13F-HR | Nov 13, 2023 | 000167462323000007 | ||
494 | $1.52 B | SCHX, KRE, QUAL, EFG | 13F-HR | Aug 15, 2023 | 000167462323000006 | ||
490 | $1.48 B | SCHX, KRE, QUAL, EFG | 13F-HR | May 15, 2023 | 000167462323000004 | ||
480 | $1.41 B | SCHX, ESGU, KRE, EFG | 13F-HR | Feb 10, 2023 | 000167462323000001 | ||
488 | $1.35 B | SCHX, ESGU, KRE, GOVT | 13F-HR | Nov 15, 2022 | 000167462322000005 | ||
512 | $1.37 B | SCHX, ESGU, KRE, GOVT | 13F-HR | Aug 10, 2022 | 000167462322000004 | ||
570 | $1.48 B | SCHX, ESGU, KRE, GOVT | 13F-HR | May 9, 2022 | 000167462322000003 | ||
552 | $1.25 B | SCHX, ESGU, KRE, GOVT | 13F-HR | Feb 14, 2022 | 000167462322000001 | ||
515 | $1.14 B | SCHX, ESGU, KRE, GOVT | 13F-HR | Nov 18, 2021 | 000167462321000006 | ||
464 | $1.13 B | SCHX, ESGU, GOVT, KRE | 13F-HR | Nov 18, 2021 | 000167462321000005 | ||
435 | $1.00 B | SCHX, ESGU, GOVT, KRE | 13F-HR | Jun 21, 2021 | 000167462321000004 | ||
383 | $857.18 M | SCHX, ESGU, GOVT, ESGE | 13F-HR | Feb 12, 2021 | 000167462321000001 | ||
363 | $749.50 M | SCHX, GOVT, ESGU, EFG | 13F-HR | Nov 16, 2020 | 000167462320000006 | ||
348 | $695.25 M | SCHX, GOVT, ESGU, EFG | 13F-HR | Aug 17, 2020 | 000167462320000005 | ||
344 | $634.63 M | GOVT, SCHX, IEFA, QUAL | 13F-HR | May 12, 2020 | 000167462320000004 | ||
413 | $762.03 M | GOVT, IEFA, SCHX, QUAL | 13F-HR | Feb 12, 2020 | 000167462320000002 | ||
426 | $667.24 M | USMV, GOVT, IXUS, AAPL | 13F-HR | Nov 15, 2019 | 000167462319000005 | ||
447 | $634.48 M | USMV, IXUS, IEFA, AAPL | 13F-HR | Aug 9, 2019 | 000167462319000004 | ||
348 | $442.60 M | IEFA, MTUM, AAPL, NEAR | 13F-HR | May 16, 2019 | 000167462319000003 | ||
301 | $347.57 M | IEFA, LQD, SCHO, RAAX | 13F-HR | Feb 6, 2019 | 000167462319000002 | ||
315 | $382.66 M | IEFA, IEMG, LQD, AAPL | 13F-HR | Nov 13, 2018 | 000167462318000006 | ||
300 | $358.15 M | IEFA, LQD, MTUM, SCHO | 13F-HR | Aug 14, 2018 | 000167462318000005 | ||
278 | $329.01 M | IEFA, LQD, MTUM, IEMG | RESTATEMENT | Apr 16, 2018 | 000167462318000003 | ||
305 | $323.28 M | AGG, LQD, IEFA, IVV | 13F-HR | Feb 16, 2018 | 000167462318000001 | ||
295 | $302.32 M | LQD, AGG, IEFA, IVV | 13F-HR | Nov 20, 2017 | 000167462317000006 | ||
283 | $293.34 M | LQD, AGG, IEFA, IVV | 13F-HR | Aug 16, 2017 | 000167462317000005 | ||
286 | $271.19 M | 9000039D, LQD, IEFA, AGG | 13F-HR | May 9, 2017 | 000167462317000003 | ||
245 | $237.56 M | EMB, AGG, HYLS, IEFA | 13F-HR | Feb 17, 2017 | 000167462317000001 | ||
258 | $274.09 M | EMB, HYLS, AGG, LQD | 13F-HR | Nov 2, 2016 | 000167462316000003 | ||
261 | $268.05 M | EMB, HYLS, LQD, AGG | 13F-HR | Aug 8, 2016 | 000167462316000002 | ||
238 | $244.97 M | GQ9, KRE, CORP, SCHZ | 13F-HR | May 16, 2016 | 000167462316000001 |