Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
51
5
13
1
5
1
38
8
2
WEALTHSOURCE PARTNERS LLC

Time Period2019-03-31

Total Holdings348

Total Value ($x1000)442,604
Activities
New76

Increased121

Unchanged20

Decreased131

Sold Out29

Top 10 Stock Holdingstotal 20.74%
IEFA3.42

MTUM2.22

AAPL2.18

NEAR2.09

LQD2.04

 
GSY2.02

IEMG1.79

IYZ1.74

IDOG1.63

SCHF1.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
3.42%
CORE MSCI EAFE
MTUM
2.22%
MSCI USAMOMFCT
AAPL
2.18%
COM
NEAR
2.09%
SHT MAT BD ETF
LQD
2.04%
IBOXX INV CP ETF
GSY
2.02%
ULTRA SHRT DUR
IEMG
1.79%
CORE MSCI EMKT
IYZ
1.74%
U.S. TELECOM ETF
IDOG
1.63%
INTL SEC DV DOG
SCHF
1.61%
INTL EQTY ETF
XLE
1.57%
SBI INT-ENERGY
SCHO
1.53%
SHT TM US TRES
RAAX
1.52%
REAL ASSET ALC
BSCK
1.51%
BULSHS 2020 CB
MUB
1.49%
NAT AMT FREE BD
USMV
1.41%
USA MIN VOL ETF
LMBS
1.39%
FST LOW MTG ETF
GWL
1.32%
S&P WRLD EX US
JPST
1.3%
ULTRA SHRT INC
AGG
1.25%
CORE TOTUSBD ETF
SCHE
1.24%
EMRG MKTEQ ETF
IVW
1.22%
S&P 500 GRWT ETF
IVE
1.21%
S&P 500 VAL ETF
SCHX
1.14%
US LRG CAP ETF
IJR
1.07%
CORE S&P SCP ETF
FXH
1.04%
HLTH CARE ALPH
QUAL
1%
MSCI USA QLT FAC
CMF
1%
CALI AMT-FRE ETF
FXD
0.99%
CONSUMR DISCRE
IJH
0.95%
CORE S&P MCP ETF
BSCL
0.89%
BULSHS 2021 CB
BSJJ
0.87%
BULSHS 2019 HY
BSJK
0.87%
BULSHS 2020 HY
SCHA
0.82%
US SML CAP ETF
RSP
0.79%
S&P500 EQL WGT
VNQ
0.76%
REIT ETF
IWM
0.75%
RUSSELL 2000 ETF
XOM
0.74%
COM
VOO
0.72%
SHS
GMM
0.68%
EMERG MKTS ETF
MSFT
0.67%
COM
AMZN
0.66%
COM
ACWI
0.64%
MSCI ACWI ETF
VTV
0.59%
VALUE ETF
GOVT
0.57%
U.S. TRS BD ETF
VEA
0.57%
FTSE DEV MKT ETF
CORP
0.57%
INV GRD CRP BD
XLV
0.56%
SBI HEALTHCARE
WFC
0.55%
COM
BRK.A
0.54%
CL A
VWO
0.54%
FTSE EMR MKT ETF
SCHR
0.53%
INTRM TRM TRES
EMB
0.52%
JP MOR EM MK ETF
HYLS
0.52%
FIRST TR TA HIYL
DOL
0.51%
INTL LRGCAP DV
VUG
0.51%
GROWTH ETF
SCHM
0.51%
US MID-CAP ETF
BNDX
0.49%
INTL BD IDX ETF
SCHV
0.48%
US LCAP VA ETF
JPM
0.47%
COM
SCHZ
0.47%
US AGGREGATE B
RCD
0.46%
S&P500 EQL DIS
NOC
0.46%
COM
QTEC
0.45%
SHS
HYGH
0.42%
IT RT HDG HGYL
TWOK
0.42%
SPDR RUSSEL 2000
CSCO
0.41%
COM
VZ
0.4%
COM
ONEK
0.4%
RUSSELL 1000 ETF
IVV
0.39%
CORE S&P500 ETF
BIV
0.38%
INTERMED TERM
PDT
0.38%
COM SH BEN INT
GSBC
0.37%
COM
CVX
0.33%
COM
BIS
0.32%
ULTSH NASD BIOT
ITR
0.32%
INTR TRM CORP BD
VB
0.32%
SMALL CP ETF
IJJ
0.31%
S&P MC 400VL ETF
SHYG
0.3%
0-5YR HI YL CP
BRK.B
0.29%
CL B NEW
ISTB
0.29%
CORE STRM USBD
THRK
0.28%
RUSSELL 3000 ETF
IJK
0.28%
S&P MC 400GR ETF
JNJ
0.28%
COM
FTSM
0.26%
FIRST TR ENH NEW
SCHP
0.26%
US TIPS ETF
HD
0.26%
COM
T
0.26%
COM
IHF
0.26%
US HLTHCR PR ETF
FTGC
0.24%
FST TR GLB FD
INTU
0.23%
COM
SJT
0.23%
UNIT BEN INT
DOG
0.23%
PSHS SHORT DOW30
CRM
0.23%
COM
XLNX
0.22%
COM
MTK
0.22%
MORGAN TECH ETF
LGLV
0.22%
RUSS1000LOWVOL
IGHG
0.21%
INVT INT RT HG
UNH
0.21%
COM
EFAV
0.21%
EAFE MIN VOL ETF
LWC
0.21%
LNG TRM CORP BD
IEUR
0.21%
CORE MSCI EURO
SPLV
0.21%
S&P500 LOW VOL
DIS
0.21%
COM DISNEY
SLB
0.2%
COM
HYG
0.2%
IBOXX HI YD ETF
WMT
0.2%
COM
FLRN
0.2%
INV GRD FLT RT
IAU
0.2%
ISHARES
GMF
0.2%
ASIA PACIF ETF
PHB
0.2%
FNDMNTL HY CRP
PAYX
0.2%
COM
MRK
0.19%
COM
GOOGL
0.19%
CAP STK CL A
WWE
0.18%
CL A
FEU
0.18%
STOXX EUR 50 ETF
AMGN
0.18%
COM
OUNZ
0.18%
SHS
BSV
0.18%
SHORT TRM BOND
AMLP
0.17%
ALERIAN MLP
PFE
0.17%
COM
SGDM
0.16%
SPROTT GL MINE
GOOG
0.16%
CAP STK CL C
PXMG
0.16%
RUSEL MDCP GWT
BX
0.16%
COM UNIT LTD
BND
0.16%
TOTAL BND MRKT
HYD
0.16%
HIGH YLD MUN ETF
IWR
0.15%
RUS MID-CAP ETF
MCD
0.15%
COM
EFV
0.14%
EAFE VALUE ETF
SPY
0.14%
TR UNIT
KWEB
0.14%
CSI CHI INTERNET
BA
0.14%
COM
PG
0.14%
COM
SLYV
0.14%
S&P 600 SMCP VAL
QQQ
0.14%
UNIT SER 1
BSCJ
0.14%
BULSHS 2019 CB
ORCL
0.14%
COM
ALL
0.14%
COM
PCY
0.14%
EMRNG MKT SVRG
TIP
0.14%
TIPS BD ETF
FTEC
0.14%
MSCI INFO TECH I
UNP
0.14%
COM
AVGO
0.14%
COM
FPE
0.13%
PFD SECS INC ETF
LAG
0.13%
BRCLYS AGG ETF
IWF
0.13%
RUS 1000 GRW ETF
TLT
0.13%
20+ YR TR BD ETF
ABT
0.13%
COM
KO
0.13%
COM
V
0.13%
COM CL A
TSM
0.13%
SPONSORED ADR
BDX
0.12%
COM
SLYG
0.12%
S&P 600 SMCP GRW
HII
0.12%
COM
GBIL
0.12%
TREASURYACCESS
CME
0.12%
COM
RMD
0.12%
COM
ABBV
0.12%
COM
FB
0.12%
CL A
GIS
0.12%
COM
BR
0.12%
COM
ON
0.12%
COM
VCSH
0.12%
SHRT TRM CORP BD
EFG
0.12%
EAFE GRWTH ETF
ENFR
0.12%
ALERIAN ENERGY
TMO
0.12%
COM
VEU
0.11%
ALLWRLD EX US
SDS
0.11%
ULTRASHRT S&P500
MINT
0.11%
ENHAN SHRT MAT
TAL
0.11%
ADS REPSTG COM
COST
0.11%
COM
QEP
0.11%
COM
CSJ
0.11%
1-3 YR CR BD ETF
MMM
0.11%
COM
IBM
0.11%
COM
BIL
0.11%
SPDR BLOOMBERG
KAR
0.11%
COM
VOE
0.11%
MCAP VL IDXVIP
BABA
0.11%
SPONSORED ADS
NOBL
0.11%
S&P 500 ARISTO
PIZ
0.1%
DWA DEV MKTS
FAST
0.1%
COM
KSS
0.1%
COM
VBR
0.1%
SM CP VAL ETF
DVY
0.1%
SELECT DIVID ETF
PDBC
0.1%
OPTIMUM YIELD
ADP
0.1%
COM
STIP
0.1%
0-5 YR TIPS ETF
TWM
0.1%
ULTSHT RUSS2000
ANGL
0.1%
FALLEN ANGEL HG
USFR
0.1%
BLMBRG FL TRFD
CELG
0.1%
COM
AMT
0.1%
COM
DVYE
0.09%
EM MKTS DIV ETF
ARCC
0.09%
COM
BKLN
0.09%
SR LN ETF
AAXJ
0.09%
MSCI AC ASIA ETF
DES
0.09%
SMALLCAP DIVID
SMB
0.09%
AMT FREE SHORT M
NVDA
0.09%
COM
WBA
0.09%
COM
NFLX
0.09%
COM
EFA
0.09%
MSCI EAFE ETF
FDN
0.09%
DJ INTERNT IDX
NKE
0.09%
CL B
REZ
0.09%
RESID RL EST CAP
SST
0.09%
SHRT TRSRY ETF
EEM
0.09%
MSCI EMG MKT ETF
GLD
0.09%
GOLD SHS
RWX
0.09%
DJ INTL RL ETF
VTI
0.09%
TOTAL STK MKT
PGR
0.09%
COM
XLK
0.09%
TECHNOLOGY
DDWM
0.09%
CURRNCY INT EQ
OHI
0.09%
COM
SJNK
0.09%
SHT TRM HGH YLD
HDV
0.09%
HIGH DIVIDND ETF
QID
0.09%
ULTSHRT QQQ
SUB
0.09%
SHT NTLAMTFR ETF
LMT
0.08%
COM
SPYV
0.08%
S&P 500 VALUE
F
0.08%
COM PAR $0.01
RSCO
0.08%
SM CAP COMPLETE
AWK
0.08%
COM
FTSL
0.08%
SENIOR LN FD
MBB
0.08%
MBS ETF
EWJ
0.08%
MSCI JPN ETF NEW
BSJL
0.08%
BULSHS 2021 HY
SHV
0.08%
SHRT TRS BD ETF
CAT
0.08%
COM
GILD
0.08%
COM
MXIM
0.08%
COM
BBRC
0.08%
BEYOND BRICS ETF
XLP
0.08%
SBI CONS STPLS
BIP
0.07%
LP INT UNIT
IDXX
0.07%
COM
JKD
0.07%
MRNGSTR LG-CP ET
MDLZ
0.07%
CL A
MDT
0.07%
SHS
MO
0.07%
COM
ENZL
0.07%
NW ZEALND CP ETF
INTC
0.07%
COM
ADBE
0.07%
COM
LNC
0.07%
COM
CVS
0.07%
COM
EPD
0.07%
COM
TCB
0.07%
COM
IEI
0.07%
3-7 YR TR BD ETF
VBK
0.07%
SML CP GRW ETF
XSW
0.07%
COMP SOFTWARE
PXQ
0.07%
DYNMC NETWRNG
ETN
0.07%
SHS
TLO
0.07%
BRCLYS LG TRS ET
CWI
0.07%
MSCI ACWI EXUS
HON
0.07%
COM
PEP
0.07%
COM
DIA
0.06%
UT SER 1
GMT
0.06%
COM
MYL
0.06%
SHS EURO
DHR
0.06%
COM
FLOT
0.06%
FLTG RATE BD ETF
ITW
0.06%
COM
EL
0.06%
CL A
COP
0.06%
COM
MS
0.06%
COM NEW
CMCSA
0.06%
CL A
JOBS
0.06%
SP ADR REP COM
VIRT
0.06%
CL A
SHY
0.06%
1-3 YR TR BD ETF
GDXJ
0.06%
JR GOLD MINERS E
IMKTA
0.06%
CL A
MAN
0.06%
COM
UNM
0.06%
COM
IGV
0.06%
NA TEC-SFTWR ETF
FMB
0.06%
MANAGD MUN ETF
VYM
0.06%
HIGH DIV YLD
IBND
0.06%
BRCLY INTL CRP
QJPN
0.06%
MSCI JAP QUAL
LULU
0.06%
COM
IXJ
0.06%
GLOB HLTHCRE ETF
OXY
0.06%
COM
BAC
0.06%
COM
BGCP
0.06%
CL A
PANW
0.06%
COM
SBUX
0.06%
COM
SHOP
0.06%
CL A
SO
0.06%
COM
VYMI
0.06%
INTL HIGH ETF
IWD
0.06%
RUS 1000 VAL ETF
SDY
0.06%
S&P DIVID ETF
SLV
0.06%
ISHARES
TJX
0.06%
COM
XLF
0.06%
SBI INT-FINL
IPE
0.06%
BARCLYS TIPS ETF
MA
0.05%
CL A
MPC
0.05%
COM
ROP
0.05%
COM
GSK
0.05%
SPONSORED ADR
IHI
0.05%
U.S. MED DVC ETF
ABMD
0.05%
COM
IYLD
0.05%
MRNGSTR INC ETF
AFL
0.05%
COM
ADI
0.05%
COM
SHYD
0.05%
SHORT HIGH YIELD
TOT
0.05%
SPONSORED ADR
HYMB
0.05%
NUV HGHYLD MUN
SPLK
0.05%
COM
IYR
0.05%
U.S. REAL ES ETF
LARE
0.05%
TIERRA XP LATIN
WABC
0.05%
COM
IBB
0.05%
NASDQ BIOTEC ETF
DEO
0.05%
SPON ADR NEW
SGDJ
0.05%
SPROTT JR GLD
KHC
0.05%
COM
UTX
0.05%
COM
PXLG
0.05%
RUSSEL 200 GWT
MSI
0.05%
COM NEW
SCHC
0.05%
INTL SCEQT ETF
TROW
0.05%
COM
DAN
0.05%
COM
CE
0.05%
COM SER A
PUI
0.05%
DWA UTILS MUMT
CTSH
0.05%
CL A
APD
0.05%
COM
PIE
0.05%
DWA EMERG MKTS
ALSN
0.05%
COM
SDOG
0.05%
SECTR DIV DOGS
MKC
0.05%
COM NON VTG
BSCM
0.05%
BULSHS 2022 CB
AGZD
0.05%
BARCLAYS ZERO
PSX
0.05%
COM
DCUD
0.05%
UNIT 08/15/2019
RDS/A
0.05%
SPONS ADR A
AMJ
0.05%
ALERIAN ML ETN
PTEN
0.04%
COM
JPZ
0.04%
COM
FSIC
0.04%
COM
TEI
0.03%
COM
CORN
0.03%
CORN FD SHS
GE
0.03%
COM
CTL
0.03%
COM
CUE
0.02%
COM
JFR
0.02%
COM
TTI
0.01%
COM
SDLP
0.01%
COMUNIT REP LB
IMI
0.01%
COM
IDXG
0.01%
COM NEW
FXU
1.25%
UTILITIES ALPH
FXG
1.22%
CONSUMR STAPLE
XLU
0.81%
SBI INT-UTILS
XLY
0.75%
SBI CONS DISCR
SPY
0.43%
CALL
PAF
0.39%
FTSE RAFI ASIA
JPN
0.31%
JAP NIKKEI 400
DJP
0.3%
DJUBS CMDT ETN36
BWX
0.18%
BRCLYS INTL ETF
AIG
0.17%
CALL
QCOM
0.15%
COM
KMI
0.13%
COM
VGK
0.09%
FTSE EUROPE ETF
ITE
0.09%
BRCLYS INTER ETF
XOP
0.08%
S&P OILGAS EXP
EIX
0.08%
COM
TFLO
0.06%
TRS FLT RT BD
MDY
0.06%
UTSER1 S&PDCRP
BIIB
0.06%
COM
SCHB
0.06%
US BRD MKT ETF
MIN
0.06%
SH BEN INT
TTWO
0.06%
COM
WYDE
0.06%
CDS SH NA HYCR
VFC
0.06%
COM
SRE
0.06%
COM
SNCR
0.05%
COM
FCX
0.04%
COM
SNAP
0.02%
CL A
TNP
0.01%
SHS