IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wealthsource Partners, LLC

Q4 2018 Holdings

Filed 2019-02-06 | 301 holdings | $4.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Qualcomm Inc COM(QCOM)Stock747525103$5088,9190.0%
Bank Amer Corp COM(BAC)Stock060505104$51020,7000.0%
Lockheed Martin Corp(LMT)Stock539830109$5121,9550.0%
Spdr Portfolio Mid Cap ETF(SPMD)ETF78464A847$51617,5240.0%
Unitedhealth Group(UNH)Stock91324P102$5262,1100.0%
Vanguard Total STK MKT(VTI)ETF922908769$5364,2030.0%
Procter and Gamble Co COM(PG)Stock742718109$5385,8510.0%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$54611,7570.0%
Market Vectors ETF High Yield Muni Index(HYD)ETF92189H409$5519,0290.0%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$55514,5620.0%
Pimco Enhanced Short Maturity ETF(MINT)ETF72201R833$5555,5000.0%
Spdr Index SHS FDS DJ Stoxx 50 ETF(SPEU)ETF78463X103$56118,7540.0%
Blackstone Group LP(BXUSD)Stock09253U108$57519,3020.0%
Allstate Corp(ALL)Stock020002101$5797,0100.0%
Spdr S&P 600 Small Cap Value ETF(SLYV)ETF78464A300$58510,8730.0%
Powershares QQQ TR(QQQ)ETF46090E103$5863,8020.0%
Merck & Co Inc(MRK)Stock58933Y105$5887,6990.0%
American Intl Group 01/18/2019 @ $62.5CallCall026874904$59115,0000.0%
Resmed Inc COM(RMD)Stock761152107$5915,1900.0%
Spdr Portfolio Short Term Treasury ETF(SPTS)ETF78468R101$59320,0530.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$5942,3770.0%
Ishares 1-3 YR Treasury Bond ETF(SHY)ETF464287457$6217,4250.0%
World Wrestling Entmt Inc CL A(WWEUSD)Stock98156Q108$6228,3260.0%
Spdr Barclays Capital Intl Treasury Bond ETF(BWX)ETF78464A516$62322,5590.0%
SAN Juan Basin RTY TR Unit BEN INT(SJT)Stock798241105$627130,6660.0%
Alps Trust ETF Alerian MLP(AMLPUSD)ETF00162Q866$65374,7850.0%
Ishares Floating Rate Bond ETF(FLOT)ETF46429B655$65813,0700.0%
Sprott Gold Miners ETF(SGDMUSD)ETF00162Q643$66638,1010.0%
Spdr Portfolio Intermediate Term Corporate Bond ETF(SPIB)ETF78464A375$68120,6000.0%
VAN ECK Merk Gold Trust(OUNZ)ETF921078101$68554,4010.0%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$68727,8650.0%
Vanguard Total Bond Market ETF(BND)ETF921937835$6988,8090.0%
Mcdonalds Corp COM(MCD)Stock580135101$7003,9430.0%
Spdr SER TR Lehman 1-3 Month T-Bill ETF(BIL)ETF78468R663$7037,6840.0%
Boeing Co COM(BA)Stock097023105$7122,2090.0%
Fidelity Msci Information Technology Index ETF(FTEC)ETF316092808$72014,6150.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$7205,3790.0%
Pfizer Inc COM(PFE)Stock717081103$72216,5340.0%
Powershares Sp500 LOW Volatility ETF(SPLV)ETF46138E354$73315,7170.0%
Spdr Portfolio Large Cap ETF(SPYM)ETF78464A854$74625,5230.0%
Disney Walt Co COM Disney(DIS)Stock254687106$7496,8330.0%
Google Inc(GOOGL)Stock02079K305$7577240.0%
Ishares Core Msci Europe ETF(IEUR)ETF46434V738$75918,3660.0%
Schlumberger LTD COM(SLB)Stock806857108$76021,0530.0%
Spdr Barclays Capital Short Term High Yield Bond ETF(SJNK)ETF78468R408$76029,1940.0%
Spdr Gold ETF(GLD)ETF78463V107$7726,3640.0%
Ishares Gold Trust ETF(IAUUSD)ETF464285105$78864,0860.0%
Ishares Msci Asia EX Japan(AAXJ)ETF464288182$79312,4770.0%
Ishares Msci Eafe Value Index ETF(EFV)ETF464288877$79617,5940.0%
Intuit Inc(INTU)Stock461202103$8234,1830.0%
PreviousPage 4 of 7Next