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Showing Q4 2023 data
WEALTHSOURCE PARTNERS, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
WEALTHSOURCE PARTNERS, LLC
•CIK: 1674623•Filing: Q4 2023
**WEALTHSOURCE PARTNERS, LLC** manages $1.5B across a diversified portfolio of 500 positions. The firm exhibits significant concentration in sector-specific equities, notably maintaining a substantial allocation to SCHX at $178.9M. Further top holdings include SPAB ($104.3M) and QUAL ($92.0M), indicating a focused, large-cap growth mandate. This structure suggests tactical overweighting within specific market segments.
Total AUM
$1.5B
+ $469.5K in options
QoQ Performance
N/A
Positions
275
+ 1 option
Top 10 Concentration
44.5%
Latest Filing
Q4 2023
Top Holdings Allocation
SCHX
SPAB
QUAL
SCHX11.7%
SPAB6.8%
QUAL6.0%
ESGU3.3%
EFV2.5%
EFG2.5%
EMXC2.0%
IYW1.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other89.4%
Technology5.3%
Financial1.7%
Consumer1.2%
ETF1.0%
Healthcare0.7%
Energy0.3%
Industrial0.3%