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
48
3
11
1
4
2
32
6
3
WEALTHSOURCE PARTNERS LLC

Time Period2018-12-31

Total Holdings301

Total Value ($x1000)347,574
Activities
New44

Increased126

Unchanged11

Decreased120

Sold Out58

Top 10 Stock Holdingstotal 21.84%
IEFA3.71

LQD2.54

SCHO2.19

RAAX2.18

GSY2.11

 
MTUM2.01

IEMG1.86

AAPL1.84

MUB1.73

SCHZ1.67

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
3.71%
CORE MSCI EAFE
LQD
2.54%
IBOXX INV CP ETF
SCHO
2.19%
SHT TM US TRES
RAAX
2.18%
REAL ASSET ALC
GSY
2.11%
ULTRA SHRT DUR
MTUM
2.01%
MSCI USAMOMFCT
IEMG
1.86%
CORE MSCI EMKT
AAPL
1.84%
COM
MUB
1.73%
NAT AMT FREE BD
SCHZ
1.67%
US AGGREGATE B
SCHF
1.63%
INTL EQTY ETF
AGG
1.55%
CORE TOTUSBD ETF
IVW
1.39%
S&P 500 GRWT ETF
IVE
1.38%
S&P 500 VAL ETF
USMV
1.37%
USA MIN VOL ETF
SCHE
1.36%
EMRG MKTEQ ETF
NEAR
1.34%
SHT MAT BD ETF
SCHX
1.29%
US LRG CAP ETF
FXU
1.25%
UTILITIES ALPH
FXG
1.22%
CONSUMR STAPLE
CMF
1.2%
CALI AMT-FRE ETF
FXH
1.19%
HLTH CARE ALPH
FXD
1.18%
CONSUMR DISCRE
FLRN
1.17%
INV GRD FLT RT
IJH
1.14%
CORE S&P MCP ETF
GWL
1.06%
S&P WRLD EX US
IJR
1.03%
CORE S&P SCP ETF
JPST
0.98%
ULTRA SHRT INC
LAG
0.97%
BRCLYS AGG ETF
CORP
0.94%
INV GRD CRP BD
XOM
0.93%
COM
BRK.A
0.88%
CL A
SCHA
0.83%
US SML CAP ETF
VOO
0.82%
SHS
XLU
0.81%
SBI INT-UTILS
XLP
0.8%
SBI CONS STPLS
RSP
0.8%
S&P500 EQL WGT
XLV
0.79%
SBI HEALTHCARE
VNQ
0.79%
REIT ETF
XLY
0.75%
SBI CONS DISCR
SCHM
0.72%
US MID-CAP ETF
GMM
0.71%
EMERG MKTS ETF
AMZN
0.69%
COM
HYLS
0.67%
FIRST TR TA HIYL
VTV
0.65%
VALUE ETF
IVV
0.65%
CORE S&P500 ETF
LMBS
0.62%
FST LOW MTG ETF
FTSL
0.58%
SENIOR LN FD
HYGH
0.58%
IT RT HDG HGYL
SCHV
0.57%
US LCAP VA ETF
EMB
0.57%
JP MOR EM MK ETF
WFC
0.56%
COM
NOC
0.54%
COM
IDOG
0.53%
INTL SEC DV DOG
FPE
0.51%
PFD SECS INC ETF
JPM
0.5%
COM
CVX
0.48%
COM
VUG
0.46%
GROWTH ETF
MSFT
0.45%
COM
QTEC
0.44%
SHS
SCHP
0.44%
US TIPS ETF
PHB
0.44%
FNDMNTL HY CRP
SPY
0.43%
CALL
GSBC
0.42%
COM
PAF
0.39%
FTSE RAFI ASIA
CSCO
0.39%
COM
PCY
0.38%
EMRNG MKT SVRG
VZ
0.37%
COM
VEA
0.36%
FTSE DEV MKT ETF
ORCL
0.35%
COM
EWJ
0.34%
MSCI JPN ETF NEW
VB
0.34%
SMALL CP ETF
THRK
0.33%
RUSSELL 3000 ETF
FTSM
0.33%
FIRST TR ENH NEW
BDX
0.32%
COM
TLO
0.32%
BRCLYS LG TRS ET
BRK.B
0.32%
CL B NEW
ISTB
0.31%
CORE STRM USBD
JPN
0.31%
JAP NIKKEI 400
IGHG
0.3%
INVT INT RT HG
DJP
0.3%
DJUBS CMDT ETN36
JNJ
0.29%
COM
HYG
0.29%
IBOXX HI YD ETF
EFAV
0.29%
EAFE MIN VOL ETF
AMGN
0.28%
COM
SHYG
0.28%
0-5YR HI YL CP
WMT
0.27%
COM
XLNX
0.27%
COM
TWOK
0.26%
SPDR RUSSEL 2000
T
0.26%
COM
CRM
0.25%
COM
TIP
0.25%
TIPS BD ETF
SCHR
0.25%
INTRM TRM TRES
V
0.24%
COM CL A
HD
0.24%
COM
INTU
0.24%
COM
EFV
0.23%
EAFE VALUE ETF
AAXJ
0.23%
MSCI AC ASIA ETF
IAU
0.23%
ISHARES
GLD
0.22%
GOLD SHS
SJNK
0.22%
SHT TRM HGH YLD
SLB
0.22%
COM
IEUR
0.22%
CORE MSCI EURO
GOOGL
0.22%
CAP STK CL A
DIS
0.22%
COM DISNEY
ONEK
0.21%
RUSSELL 1000 ETF
SPLV
0.21%
S&P500 LOW VOL
PFE
0.21%
COM
IWM
0.21%
RUSSELL 2000 ETF
FTEC
0.21%
MSCI INFO TECH I
BA
0.2%
COM
BIL
0.2%
SPDR BLOOMBERG
MCD
0.2%
COM
BND
0.2%
TOTAL BND MRKT
GOVT
0.2%
U.S. TRS BD ETF
ABBV
0.2%
COM
OUNZ
0.2%
SHS
ITR
0.2%
INTR TRM CORP BD
SGDM
0.19%
SPROTT GL MINE
FLOT
0.19%
FLTG RATE BD ETF
AMLP
0.19%
ALERIAN MLP
SJT
0.18%
UNIT BEN INT
BWX
0.18%
BRCLYS INTL ETF
WWE
0.18%
CL A
SHY
0.18%
1-3 YR TR BD ETF
SPY
0.17%
TR UNIT
SST
0.17%
SHRT TRSRY ETF
RMD
0.17%
COM
AIG
0.17%
CALL
MRK
0.17%
COM
QQQ
0.17%
UNIT SER 1
SLYV
0.17%
S&P 600 SMCP VAL
ALL
0.17%
COM
BX
0.17%
COM UNIT LTD
FEU
0.16%
STOXX EUR 50 ETF
MINT
0.16%
ENHAN SHRT MAT
VWO
0.16%
FTSE EMR MKT ETF
HYD
0.16%
HIGH YLD MUN ETF
IWR
0.16%
RUS MID-CAP ETF
PG
0.15%
COM
VTI
0.15%
TOTAL STK MKT
UNH
0.15%
COM
RSCO
0.15%
SM CAP COMPLETE
LMT
0.15%
COM
BAC
0.15%
COM
QCOM
0.15%
COM
TSM
0.15%
SPONSORED ADR
BR
0.14%
COM
SLV
0.14%
ISHARES
HII
0.14%
COM
KO
0.14%
COM
RDS/A
0.14%
SPONS ADR A
ON
0.14%
COM
UNP
0.14%
COM
KMI
0.13%
COM
EFG
0.13%
EAFE GRWTH ETF
VEU
0.13%
ALLWRLD EX US
CSJ
0.13%
1-3 YR CR BD ETF
ENFR
0.13%
ALERIAN ENERGY
DVY
0.13%
SELECT DIVID ETF
INTC
0.13%
COM
GMF
0.13%
ASIA PACIF ETF
KHC
0.13%
COM
CAT
0.13%
COM
BSJJ
0.13%
BULSHS 2019 HY
KSS
0.13%
COM
BSCL
0.13%
BULSHS 2021 CB
NFLX
0.12%
COM
KAR
0.12%
COM
IPE
0.12%
BARCLYS TIPS ETF
GOOG
0.12%
CAP STK CL C
VOE
0.12%
MCAP VL IDXVIP
NOBL
0.12%
S&P 500 ARISTO
FB
0.12%
CL A
PIZ
0.12%
DWA DEV MKTS
IBM
0.12%
COM
SMB
0.12%
AMT FREE SHORT M
ABT
0.11%
COM
CVS
0.11%
COM
CWI
0.11%
MSCI ACWI EXUS
ANGL
0.11%
FALLEN ANGEL HG
F
0.11%
COM PAR $0.01
TAL
0.11%
ADS REPSTG COM
ARCC
0.11%
COM
FAST
0.11%
COM
FDN
0.11%
DJ INTERNT IDX
DVYE
0.11%
EM MKTS DIV ETF
DES
0.11%
SMALLCAP DIVID
COST
0.11%
COM
LGLV
0.1%
RUSS1000LOWVOL
EEM
0.1%
MSCI EMG MKT ETF
SPYV
0.1%
S&P 500 VALUE
OHI
0.1%
COM
HDV
0.1%
HIGH DIVIDND ETF
IWF
0.1%
RUS 1000 GRW ETF
VBR
0.1%
SM CP VAL ETF
PEP
0.1%
COM
MXIM
0.09%
COM
CTL
0.09%
COM
VGK
0.09%
FTSE EUROPE ETF
CELG
0.09%
COM
BBRC
0.09%
BEYOND BRICS ETF
SUB
0.09%
SHT NTLAMTFR ETF
NVDA
0.09%
COM
VCSH
0.09%
SHRT TRM CORP BD
MDT
0.09%
SHS
ENZL
0.09%
NW ZEALND CP ETF
MMM
0.09%
COM
AWK
0.09%
COM
DIA
0.09%
UT SER 1
WBA
0.09%
COM
LNC
0.09%
COM
ITE
0.09%
BRCLYS INTER ETF
GIS
0.09%
COM
AVGO
0.09%
COM
PGR
0.09%
COM
VIRT
0.08%
CL A
COP
0.08%
COM
TCB
0.08%
COM
JKD
0.08%
MRNGSTR LG-CP ET
BSJK
0.08%
BULSHS 2020 HY
BABA
0.08%
SPONSORED ADS
IDXX
0.08%
COM
ABMD
0.08%
COM
XOP
0.08%
S&P OILGAS EXP
EIX
0.08%
COM
ADP
0.08%
COM
TMO
0.08%
COM
SHV
0.08%
SHRT TRS BD ETF
BIP
0.08%
LP INT UNIT
XLE
0.08%
SBI INT-ENERGY
ADBE
0.08%
COM
GMT
0.08%
COM
STIP
0.08%
0-5 YR TIPS ETF
MS
0.07%
COM NEW
XLK
0.07%
TECHNOLOGY
SDY
0.07%
S&P DIVID ETF
IYLD
0.07%
MRNGSTR INC ETF
IBND
0.07%
BRCLY INTL CRP
MO
0.07%
COM
QJPN
0.07%
MSCI JAP QUAL
CME
0.07%
COM
TROW
0.07%
COM
VYM
0.07%
HIGH DIV YLD
GSK
0.07%
SPONSORED ADR
QUAL
0.07%
MSCI USA QLT FAC
HON
0.07%
COM
JOBS
0.07%
SP ADR REP COM
MYL
0.07%
SHS EURO
BGCP
0.07%
CL A
MPC
0.07%
COM
SHYD
0.07%
SHORT HIGH YIELD
FMB
0.07%
MANAGD MUN ETF
VYMI
0.07%
INTL HIGH ETF
AFL
0.07%
COM
VBK
0.06%
SML CP GRW ETF
MA
0.06%
CL A
PANW
0.06%
COM
TFLO
0.06%
TRS FLT RT BD
IWD
0.06%
RUS 1000 VAL ETF
EL
0.06%
CL A
LULU
0.06%
COM
OXY
0.06%
COM
MDY
0.06%
UTSER1 S&PDCRP
BNDX
0.06%
INTL BD IDX ETF
AMJ
0.06%
ALERIAN ML ETN
UNM
0.06%
COM
BIIB
0.06%
COM
IYR
0.06%
U.S. REAL ES ETF
MSI
0.06%
COM NEW
BSCJ
0.06%
BULSHS 2019 CB
SCHB
0.06%
US BRD MKT ETF
PSX
0.06%
COM
MIN
0.06%
SH BEN INT
EPD
0.06%
COM
TTWO
0.06%
COM
SDOG
0.06%
SECTR DIV DOGS
BSCM
0.06%
BULSHS 2022 CB
WABC
0.06%
COM
FSIC
0.06%
COM
IMKTA
0.06%
CL A
GE
0.06%
COM
WYDE
0.06%
CDS SH NA HYCR
VFC
0.06%
COM
IBB
0.06%
NASDQ BIOTEC ETF
SPLK
0.06%
COM
USFR
0.06%
BLMBRG FL TRFD
SRE
0.06%
COM
PIE
0.05%
DWA EMERG MKTS
JPZ
0.05%
COM
SNCR
0.05%
COM
PTEN
0.04%
COM
JFR
0.04%
COM
FCX
0.04%
COM
CUE
0.03%
COM
SDLP
0.02%
COMUNIT REP LB
SNAP
0.02%
CL A
TNP
0.01%
SHS
TTI
0.01%
COM
IMI
0.01%
COM
IDXG
0.01%
COM NEW
SPY
0.53%
PUT
BIS
0.27%
ULTSH NASD BIOT
DOG
0.22%
PSHS SHORT DOW30
TWM
0.2%
ULTSHT RUSS2000
BSJI
0.16%
BULSHS 2018 HY
SODA
0.15%
USD SHS
CIU
0.14%
INTERM CR BD ETF
SDS
0.13%
ULTRASHRT S&P500
PSCH
0.12%
S&P SMLCP HELT
SRLN
0.11%
BLKSTN GSOSRLN
EA
0.11%
COM
EBAY
0.1%
COM
MC
0.1%
CL A
HTUS
0.08%
HULL TACTIC US
CORN
0.08%
CORN FD SHS
FDX
0.08%
COM
NEM
0.08%
COM
ALGN
0.08%
COM
ES
0.08%
COM
CTAS
0.08%
COM
PDBC
0.07%
OPTIMUM YIELD
STX
0.07%
SHS
EXR
0.07%
COM
SH
0.06%
SHORT S&P 500 NE
PKX
0.06%
SPONSORED ADR
IJS
0.06%
SP SMCP600VL ETF
APD
0.06%
COM
LOW
0.06%
COM
ROP
0.06%
COM
GS
0.06%
COM
IGV
0.06%
NA TEC-SFTWR ETF
JNK
0.06%
BRC HGH YLD BD
XHE
0.06%
HLTH CR EQUIP
IEF
0.06%
7-10 Y TR BD ETF
XSLV
0.06%
S&P SMLCP LOW
EXC
0.06%
COM
ECOL
0.06%
COM
KMI/PA
0.06%
PFD SER A
ESRX
0.06%
COM
LLL
0.06%
COM
ONEQ
0.06%
NDQ CP IDX TRK
HPQ
0.06%
COM
GWW
0.06%
COM
SXT
0.05%
COM
INBK
0.05%
COM
SHW
0.05%
COM
CCL
0.05%
PAIRED CTF
CI
0.05%
COM
SPGI
0.05%
COM
NRG
0.05%
COM NEW
THD
0.05%
MSCI THI CAP ETF
ETN
0.05%
SHS
CCT
0.04%
COM
URA
0.04%
GLOBAL X URANIUM
JMF
0.04%
COM
NOG
0.02%
COM
AMKR
0.02%
COM
FAX
0.01%
COM