Notify me when WEALTHSOURCE PARTNERS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2023 | 499 | $1,535,653,403 | +$154,061,845 | -$200,790,095 | -$46,728,250 | SCHX, SPAB, QUAL, ESGU, EFV | 13F-HR | 12 Jan 2024, 19:04 |
| Q3 2023 | 515 | $1,463,283,309 | +$177,829,317 | -$167,945,945 | +$9,883,372 | SCHX, SPAB, QUAL, ESGU, EFG | 13F-HR | 09 Nov 2023, 20:35 |
| Q2 2023 | 534 | $1,517,487,331 | +$60,686,960 | -$76,623,665 | -$15,936,705 | SCHX, SPAB, QUAL, EFG, ESGU | 13F-HR | 14 Aug 2023, 20:43 |
| Q1 2023 | 489 | $1,478,229,111 | +$214,993,342 | -$205,949,887 | +$9,043,455 | SCHX, SPAB, QUAL, EFG, ESGU | 13F-HR | 15 May 2023, 15:26 |
| Q4 2022 | 478 | $1,412,171,392 | +$218,977,650 | -$187,558,940 | +$31,418,710 | SCHX, ESGU, SPAB, EFG, EFV | 13F-HR | 09 Feb 2023, 18:34 |
| Q3 2022 | 486 | $1,350,409,133 | +$219,369,645 | -$124,857,010 | +$94,512,635 | SCHX, ESGU, SPAB, GOVT, EFG | 13F-HR | 14 Nov 2022, 19:56 |
| Q2 2022 | 509 | $1,364,330,031 | +$305,022,000 | -$171,460,586 | +$133,561,414 | SCHX, ESGU, SPAB, GOVT, EFV | 13F-HR | 09 Aug 2022, 19:15 |
| Q1 2022 | 569 | $1,478,141,067 | +$434,342,990 | -$87,073,944 | +$347,269,046 | SCHX, ESGU, SPAB, GOVT, AAPL | 13F-HR | 06 May 2022, 20:07 |
| Q4 2021 | 549 | $1,247,122,069 | +$130,895,592 | -$67,960,416 | +$62,935,176 | SCHX, ESGU, SPAB, GOVT, EFG | 13F-HR | 11 Feb 2022, 17:28 |
| Q3 2021 | 506 | $1,144,544,000 | +$135,580,799 | -$89,237,603 | +$46,343,196 | SCHX, ESGU, SPAB, GOVT, EFG | 13F-HR | 18 Nov 2021, 10:43 |
| Q2 2021 | 457 | $1,126,401,000 | +$135,743,186 | -$64,362,521 | +$71,380,665 | SCHX, ESGU, GOVT, SPAB, SPSB | 13F-HR | 18 Nov 2021, 10:39 |
| Q1 2021 | 431 | $1,002,320,000 | +$237,336,350 | -$117,655,474 | +$119,680,876 | SCHX, ESGU, GOVT, SPAB, SPSB | 13F-HR | 21 Jun 2021, 13:45 |
| Q4 2020 | 378 | $852,429,979 | +$130,900,463 | -$81,612,906 | +$49,287,557 | SCHX, ESGU, GOVT, ESGE, EFG | 13F-HR | 12 Feb 2021, 16:26 |
| Q3 2020 | 355 | $748,412,915 | +$66,421,180 | -$19,293,023 | +$47,128,157 | SCHX, GOVT, ESGU, EFG, LQD | 13F-HR | 13 Nov 2020, 19:30 |
| Q2 2020 | 340 | $693,677,515 | +$210,176,988 | -$206,500,131 | +$3,676,857 | SCHX, GOVT, ESGU, EFG, LQD | 13F-HR | 14 Aug 2020, 18:33 |
| Q1 2020 | 343 | $633,611,000 | +$130,887,955 | -$102,157,022 | +$28,730,933 | GOVT, SCHX, IEFA, QUAL, USMV | 13F-HR | 12 May 2020, 13:13 |
| Q4 2019 | 411 | $761,400,000 | +$228,181,006 | -$126,146,679 | +$102,034,327 | GOVT, IEFA, SCHX, QUAL, USMV | 13F-HR | 11 Feb 2020, 18:09 |
| Q3 2019 | 424 | $665,513,945 | +$123,684,429 | -$66,877,919 | +$56,806,510 | USMV, GOVT, IXUS, AAPL, NEAR | 13F-HR | 14 Nov 2019, 18:13 |
| Q2 2019 | 447 | $634,481,000 | +$261,392,245 | -$40,178,170 | +$221,214,075 | USMV, IXUS, IEFA, AAPL, NEAR | 13F-HR | 09 Aug 2019, 12:37 |
| Q1 2019 | 347 | $441,079,023 | +$127,955,670 | -$38,556,352 | +$89,399,318 | IEFA, MTUM, AAPL, NEAR, LQD | 13F-HR | 15 May 2019, 19:30 |
| Q4 2018 | 301 | $347,574,000 | +$58,966,367 | -$38,356,383 | +$20,609,984 | IEFA, LQD, SCHO, RAAX, GSY | 13F-HR | 06 Feb 2019, 14:59 |
| Q3 2018 | 315 | $382,167,497 | +$73,618,578 | -$34,476,506 | +$39,142,072 | IEFA, IEMG, LQD, AAPL, MTUM | 13F-HR | 13 Nov 2018, 15:34 |
| Q2 2018 | 298 | $357,476,000 | +$86,295,792 | -$25,878,773 | +$60,417,019 | IEFA, LQD, MTUM, SCHO, IGHG | 13F-HR | 13 Aug 2018, 19:24 |
| Q1 2018 | 277 | $327,994,710 | +$99,857,930 | -$52,312,198 | +$47,545,732 | IEFA, LQD, MTUM, IEMG, DJP | Restatement | 16 Apr 2018, 13:56 |
| Q4 2017 | 305 | $323,251,025 | +$58,838,255 | -$29,973,884 | +$28,864,371 | AGG, LQD, IEFA, IVV, IJR | 13F-HR | 15 Feb 2018, 19:31 |
| Q3 2017 | 294 | $300,641,151 | +$27,584,022 | -$22,020,716 | +$5,563,306 | LQD, AGG, IEFA, IVV, MUB | 13F-HR | 17 Nov 2017, 19:02 |
| Q2 2017 | 283 | $292,992,348 | +$52,912,360 | -$17,213,959 | +$35,698,401 | LQD, AGG, IEFA, IVV, MUB | 13F-HR | 15 Aug 2017, 19:13 |
| Q1 2017 | 286 | $271,064,127 | +$74,282,084 | -$24,660,837 | +$49,621,247 | RSPXXXX, LQD, IEFA, AGG, MUB | 13F-HR | 09 May 2017, 14:26 |
| Q4 2016 | 245 | $237,430,128 | +$28,301,434 | -$32,831,040 | -$4,529,606 | EMB, AGG, HYLS, IEFA, LQD | 13F-HR | 17 Feb 2017, 13:53 |
| Q3 2016 | 258 | $273,011,083 | +$46,887,228 | -$22,690,448 | +$24,196,780 | EMB, HYLS, AGG, LQD, IEFA | 13F-HR | 02 Nov 2016, 13:46 |
| Q2 2016 | 260 | $264,111,853 | +$92,864,884 | -$21,964,105 | +$70,900,779 | EMB, HYLS, LQD, AGG, IEFA | 13F-HR | 08 Aug 2016, 13:35 |
| Q1 2016 | 237 | $244,598,138 | $0 | GLD, SPTL, CORP, SCHZ, SHM | 13F-HR | 13 May 2016, 18:28 |