WEALTHSOURCE PARTNERS, LLC's shareholdings and portfolio as on Feb 2025

Stock Name	Holders Name	Current Price US$	Quantity Held	Holding Percent	Change from Previous Qtr	Holding Value US$
Frequency Therapeutics Inc	Wealthsource Partners, Llc	14.98	23,250	0.06%	0.00	348.3 K
Seagen Inc	Wealthsource Partners, Llc	228.88	1,049	0.00%	0.00	240.1 K
Activision Blizzard Inc	Wealthsource Partners, Llc	94.42	7,024	0.00%	0.00	663.2 K
Pacwest Bancorp	Wealthsource Partners, Llc	0.00	13,600	0.01%	0.00	-
Agilent Technologies Inc.	Wealthsource Partners, Llc	119.90	2,180	0.00%	0.00	261.4 K
Apple Inc	Wealthsource Partners, Llc	221.53	148,927	0.00%	0.00	33.0 M
Abbvie Inc	Wealthsource Partners, Llc	201.30	5,986	0.00%	0.00	1.2 M
Accenture plc - Ordinary Shares - Class A	Wealthsource Partners, Llc	311.16	1,338	0.00%	0.00	416.3 K
Automatic Data Processing Inc.	Wealthsource Partners, Llc	302.41	2,115	0.00%	0.00	639.6 K
ADT Inc	Wealthsource Partners, Llc	8.17	10,669	0.00%	0.00	87.2 K
Atlas Energy Solutions Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	18.29	10,000	0.01%	0.00	182.9 K
Alamos Gold Inc. - Ordinary Shares - Class A	Wealthsource Partners, Llc	25.83	194,157	0.05%	0.00	5.0 M
American Tower Corp.	Wealthsource Partners, Llc	210.02	1,528	0.00%	0.00	320.9 K
Amazon.com Inc.	Wealthsource Partners, Llc	201.13	42,275	0.00%	0.00	8.5 M
Autozone Inc.	Wealthsource Partners, Llc	3681.68	260	0.00%	0.00	957.2 K
Boeing Co.	Wealthsource Partners, Llc	178.55	3,681	0.00%	0.00	657.2 K
Allbirds Inc - Ordinary Shares Class A	Wealthsource Partners, Llc	6.04	14,901	0.01%	0.00	90.0 K
Bank Of New York Mellon Corp	Wealthsource Partners, Llc	85.09	6,504	0.00%	0.00	553.4 K
Booking Holdings Inc	Wealthsource Partners, Llc	4764.16	202	0.00%	0.00	962.4 K
Blackrock Inc.	Wealthsource Partners, Llc	968.24	402	0.00%	0.00	389.2 K
BP plc - ADR	Wealthsource Partners, Llc	34.42	18,877	0.00%	0.00	649.7 K
British American Tobacco Plc - ADR	Wealthsource Partners, Llc	40.82	8,488	0.00%	0.00	346.5 K
Blackstone Inc	Wealthsource Partners, Llc	146.66	1,903	0.00%	0.00	279.1 K
Cameco Corp.	Wealthsource Partners, Llc	43.25	19,816	0.00%	0.00	857.0 K
Carnival Corp. - Ordinary Shares (Paired Stock)	Wealthsource Partners, Llc	20.93	27,430	0.00%	0.00	574.1 K
Consol Energy Inc	Wealthsource Partners, Llc	77.33	2,277	0.01%	0.00	176.1 K
Chord Energy Corp - Ordinary Shares - New	Wealthsource Partners, Llc	113.68	4,501	0.01%	0.00	511.7 K
Chipotle Mexican Grill	Wealthsource Partners, Llc	50.07	106	0.00%	0.00	5.3 K
Cummins Inc.	Wealthsource Partners, Llc	328.02	3,144	0.00%	0.00	1.0 M
Canadian Natural Resources Ltd.	Wealthsource Partners, Llc	31.29	10,141	0.00%	0.00	317.3 K
Conoco Phillips	Wealthsource Partners, Llc	103.20	4,374	0.00%	0.00	451.4 K
Costco Wholesale Corp	Wealthsource Partners, Llc	929.75	6,262	0.00%	0.00	5.8 M
Salesforce Inc	Wealthsource Partners, Llc	280.99	4,249	0.00%	0.00	1.2 M
Corteva Inc	Wealthsource Partners, Llc	62.70	11,385	0.00%	0.00	713.8 K
Cenovus Energy Inc	Wealthsource Partners, Llc	14.24	23,643	0.00%	0.00	336.7 K
DuPont de Nemours Inc	Wealthsource Partners, Llc	76.49	6,370	0.00%	0.00	487.2 K
Deere & Co.	Wealthsource Partners, Llc	483.62	1,757	0.00%	0.00	849.7 K
Despegar.com Corp	Wealthsource Partners, Llc	19.15	59,799	0.08%	0.00	1.1 M
Discover Financial Services	Wealthsource Partners, Llc	166.14	2,861	0.00%	0.00	475.3 K
Dow Inc	Wealthsource Partners, Llc	35.58	6,899	0.00%	0.00	245.5 K
Dominos Pizza Inc	Wealthsource Partners, Llc	466.84	1,284	0.00%	0.00	599.4 K
Electronic Arts, Inc.	Wealthsource Partners, Llc	145.19	2,696	0.00%	0.00	391.4 K
Enovix Corporation	Wealthsource Partners, Llc	8.14	36,286	0.02%	0.00	295.4 K
Energy Transfer LP - Unit	Wealthsource Partners, Llc	18.93	12,578	0.00%	0.00	238.1 K
Eaton Corporation plc	Wealthsource Partners, Llc	285.52	1,654	0.00%	0.00	472.3 K
Diamondback Energy Inc	Wealthsource Partners, Llc	163.09	1,442	0.00%	0.00	235.2 K
Fastenal Co.	Wealthsource Partners, Llc	77.09	3,372	0.00%	0.00	259.9 K
Fedex Corp	Wealthsource Partners, Llc	243.67	1,423	0.00%	0.00	346.7 K
Fiserv, Inc.	Wealthsource Partners, Llc	221.69	4,006	0.00%	0.00	888.1 K
Fox Corporation - Ordinary Shares - Class A	Wealthsource Partners, Llc	55.21	12,474	0.00%	0.00	688.7 K
Alphabet Inc - Ordinary Shares - Class C	Wealthsource Partners, Llc	167.14	33,016	0.00%	0.00	5.5 M
Alphabet Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	165.06	17,278	0.00%	0.00	2.9 M
Global Payments, Inc.	Wealthsource Partners, Llc	99.92	3,047	0.00%	0.00	304.5 K
Goldman Sachs Group, Inc.	Wealthsource Partners, Llc	573.92	2,439	0.00%	0.00	1.4 M
Interactive Brokers Group Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	173.94	11,689	0.01%	0.00	2.0 M
Intercontinental Exchange Inc	Wealthsource Partners, Llc	175.76	2,903	0.00%	0.00	510.2 K
Intuitive Surgical Inc	Wealthsource Partners, Llc	509.03	613	0.00%	0.00	312.0 K
Korn Ferry	Wealthsource Partners, Llc	68.44	17,905	0.03%	0.00	1.2 M
Kimbell Royalty Partners LP - Units	Wealthsource Partners, Llc	14.15	15,197	0.02%	0.00	215.0 K
Kayne Anderson Energy Infrastructure Fund Inc	Wealthsource Partners, Llc	12.93	10,238	0.01%	0.00	132.4 K
L3Harris Technologies Inc	Wealthsource Partners, Llc	211.93	2,761	0.00%	0.00	585.1 K
Lilly(Eli) & Co	Wealthsource Partners, Llc	826.76	4,332	0.00%	0.00	3.6 M
Lululemon Athletica inc.	Wealthsource Partners, Llc	337.79	966	0.00%	0.00	326.3 K
Mastercard Incorporated - Ordinary Shares - Class A	Wealthsource Partners, Llc	549.07	4,914	0.00%	0.00	2.7 M
Moody`s Corp.	Wealthsource Partners, Llc	470.10	3,568	0.00%	0.00	1.7 M
Mondelez International Inc. - Ordinary Shares - Class A	Wealthsource Partners, Llc	66.33	5,858	0.00%	0.00	388.6 K
Meta Platforms Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	610.98	7,990	0.00%	0.00	4.9 M
Altria Group Inc.	Wealthsource Partners, Llc	57.75	5,489	0.00%	0.00	317.0 K
MP Materials Corporation	Wealthsource Partners, Llc	26.06	37,859	0.02%	0.00	986.6 K
Marathon Petroleum Corp	Wealthsource Partners, Llc	149.81	10,407	0.00%	0.00	1.6 M
Micron Technology Inc.	Wealthsource Partners, Llc	92.13	7,361	0.00%	0.00	678.2 K
Netflix Inc.	Wealthsource Partners, Llc	970.65	1,403	0.00%	0.00	1.4 M
Nikola Corp	Wealthsource Partners, Llc	0.10	10,200	0.00%	0.00	1.0 K
Novartis AG - ADR	Wealthsource Partners, Llc	110.14	4,936	0.00%	0.00	543.7 K
News Corp - Ordinary Shares - Class A	Wealthsource Partners, Llc	27.47	15,542	0.00%	0.00	426.9 K
Oneok Inc.	Wealthsource Partners, Llc	101.26	3,750	0.00%	0.00	379.7 K
OneMain Holdings Inc	Wealthsource Partners, Llc	51.12	6,274	0.01%	0.00	320.7 K
Oracle Corp.	Wealthsource Partners, Llc	147.80	17,473	0.00%	0.00	2.6 M
O`Reilly Automotive, Inc.	Wealthsource Partners, Llc	1380.98	568	0.00%	0.00	784.4 K
Palo Alto Networks Inc	Wealthsource Partners, Llc	184.96	714	0.00%	0.00	132.1 K
PureCycle Technologies Inc	Wealthsource Partners, Llc	7.52	89,282	0.05%	0.00	671.4 K
Public Service Enterprise Group Inc.	Wealthsource Partners, Llc	81.53	4,775	0.00%	0.00	389.3 K
PepsiCo Inc	Wealthsource Partners, Llc	148.64	7,460	0.00%	0.00	1.1 M
Polaris Inc	Wealthsource Partners, Llc	42.96	4,500	0.01%	0.00	193.3 K
Phillips 66	Wealthsource Partners, Llc	126.57	3,476	0.00%	0.00	440.0 K
Qualcomm, Inc.	Wealthsource Partners, Llc	158.39	3,883	0.00%	0.00	615.0 K
Ritchie Bros Auctioneers Inc	Wealthsource Partners, Llc	100.30	12,827	0.01%	0.00	1.3 M
Rockwell Automation Inc	Wealthsource Partners, Llc	269.28	1,225	0.00%	0.00	329.9 K
Spirit Airlines Inc	Wealthsource Partners, Llc	0.15	33,946	0.03%	0.00	5.1 K
Charles Schwab Corp.	Wealthsource Partners, Llc	80.14	5,516	0.00%	0.00	442.1 K
SEMrush Holdings Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	9.86	76,439	0.05%	0.00	753.7 K
Shell Plc - ADR (Representing - Ordinary Shares)	Wealthsource Partners, Llc	73.03	5,027	0.00%	0.00	367.1 K
Shopify Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	104.28	2,987	0.00%	0.00	311.5 K
Stellantis N.V	Wealthsource Partners, Llc	11.96	63,090	0.00%	0.00	754.6 K
Strategic Education Inc	Wealthsource Partners, Llc	84.49	5,074	0.02%	0.00	428.7 K
Teck Resources Ltd - Ordinary Shares - Class B	Wealthsource Partners, Llc	40.12	8,106	0.00%	0.00	325.2 K
Templeton Emerging Markets Income Fund Inc	Wealthsource Partners, Llc	5.39	15,241	0.03%	0.00	82.1 K
TJX Companies, Inc.	Wealthsource Partners, Llc	119.70	9,311	0.00%	0.00	1.1 M
TKO Group Holdings Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	154.61	4,008	0.00%	0.00	619.7 K
Texas Pacific Land Corporation	Wealthsource Partners, Llc	1358.75	565	0.00%	0.00	767.7 K
TransUnion	Wealthsource Partners, Llc	85.70	3,154	0.00%	0.00	270.3 K
Travelers Companies Inc.	Wealthsource Partners, Llc	262.26	3,963	0.00%	0.00	1.0 M
Tesla Inc	Wealthsource Partners, Llc	272.06	8,902	0.00%	0.00	2.4 M
Texas Instruments Inc.	Wealthsource Partners, Llc	184.49	1,947	0.00%	0.00	359.2 K
Uber Technologies Inc	Wealthsource Partners, Llc	74.18	12,926	0.00%	0.00	958.9 K
Ulta Beauty Inc	Wealthsource Partners, Llc	371.90	750	0.00%	0.00	278.9 K
Upwork Inc	Wealthsource Partners, Llc	13.73	63,802	0.05%	0.00	876.0 K
Vital Energy Inc.	Wealthsource Partners, Llc	22.46	5,881	0.02%	0.00	132.1 K
Verizon Communications Inc	Wealthsource Partners, Llc	44.18	29,205	0.00%	0.00	1.3 M
Wells Fargo & Co.	Wealthsource Partners, Llc	73.47	149,605	0.00%	0.00	11.0 M
Walmart Inc	Wealthsource Partners, Llc	85.21	7,373	0.00%	0.00	628.3 K
Wheaton Precious Metals Corp	Wealthsource Partners, Llc	75.26	6,326	0.00%	0.00	476.1 K
Zillow Group Inc - Ordinary Shares - Class C	Wealthsource Partners, Llc	71.52	8,111	0.00%	0.00	580.1 K
Adobe Inc	Wealthsource Partners, Llc	397.81	1,859	0.00%	0.00	739.5 K
Advanced Micro Devices Inc.	Wealthsource Partners, Llc	110.19	8,493	0.00%	0.00	935.8 K
Broadcom Inc	Wealthsource Partners, Llc	179.27	2,071	0.00%	0.00	371.3 K
American Express Co.	Wealthsource Partners, Llc	276.00	3,746	0.00%	0.00	1.0 M
Bank Of America Corp.	Wealthsource Partners, Llc	42.82	41,701	0.00%	0.00	1.8 M
Ball Corp.	Wealthsource Partners, Llc	51.31	5,001	0.00%	0.00	256.6 K
Baxter International Inc.	Wealthsource Partners, Llc	33.36	5,273	0.00%	0.00	175.9 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B	Wealthsource Partners, Llc	533.21	9,172	0.64%	0.00	4.9 M
Canadian National Railway Co.	Wealthsource Partners, Llc	100.07	19,085	0.00%	0.00	1.9 M
Canadian Pacific Railway Ltd	Wealthsource Partners, Llc	73.28	31,724	0.00%	0.00	2.3 M
Comstock Resources, Inc.	Wealthsource Partners, Llc	19.92	15,124	0.01%	0.00	301.3 K
Danaher Corp.	Wealthsource Partners, Llc	210.41	1,334	0.00%	0.00	280.7 K
Duke Energy Corp.	Wealthsource Partners, Llc	117.11	2,880	0.00%	0.00	337.3 K
First Citizens Bancshares, Inc (NC) - Ordinary Shares - Class A	Wealthsource Partners, Llc	1877.75	429	0.00%	0.00	805.6 K
General Electric Co.	Wealthsource Partners, Llc	207.37	7,216	0.00%	0.00	1.5 M
Keurig Dr Pepper Inc	Wealthsource Partners, Llc	34.06	30,446	0.00%	0.00	1.0 M
Coca-Cola Co	Wealthsource Partners, Llc	70.02	14,817	0.00%	0.00	1.0 M
Lowe`s Cos., Inc.	Wealthsource Partners, Llc	232.05	2,889	0.00%	0.00	670.4 K
Procter & Gamble Co.	Wealthsource Partners, Llc	166.58	8,243	0.00%	0.00	1.4 M
Progressive Corp.	Wealthsource Partners, Llc	272.54	4,891	0.00%	0.00	1.3 M
PLBY Group Inc	Wealthsource Partners, Llc	1.06	17,024	0.02%	0.00	18.0 K
Raytheon Technologies Corporation	Wealthsource Partners, Llc	134.33	7,198	0.00%	0.00	966.9 K
Simon Property Group, Inc.	Wealthsource Partners, Llc	168.45	2,093	0.00%	0.00	352.6 K
S&P Global Inc	Wealthsource Partners, Llc	507.80	3,583	0.00%	0.00	1.8 M
Sempra Energy	Wealthsource Partners, Llc	70.77	4,124	0.00%	0.00	291.9 K
Target Corp	Wealthsource Partners, Llc	106.09	4,134	0.00%	0.00	438.6 K
Union Pacific Corp.	Wealthsource Partners, Llc	238.03	2,516	0.00%	0.00	598.9 K
Valero Energy Corp.	Wealthsource Partners, Llc	134.52	1,952	0.00%	0.00	262.6 K
Arch Capital Group Ltd	Wealthsource Partners, Llc	95.93	11,795	0.00%	0.00	1.1 M
Bristol-Myers Squibb Co.	Wealthsource Partners, Llc	59.21	19,428	0.00%	0.00	1.2 M
Chubb Limited	Wealthsource Partners, Llc	295.32	2,758	0.00%	0.00	814.5 K
EOG Resources, Inc.	Wealthsource Partners, Llc	129.18	3,980	0.00%	0.00	514.1 K
Gilead Sciences, Inc.	Wealthsource Partners, Llc	109.27	6,872	0.00%	0.00	750.9 K
Home Depot, Inc.	Wealthsource Partners, Llc	362.13	6,218	0.00%	0.00	2.3 M
Philip Morris International Inc	Wealthsource Partners, Llc	154.33	6,984	0.00%	0.00	1.1 M
Abbott Laboratories	Wealthsource Partners, Llc	126.61	7,128	0.00%	0.00	902.5 K
Analog Devices Inc.	Wealthsource Partners, Llc	210.53	2,414	0.00%	0.00	508.2 K
Allstate Corp (The)	Wealthsource Partners, Llc	209.28	1,906	0.00%	0.00	398.9 K
Applied Materials Inc.	Wealthsource Partners, Llc	150.68	2,426	0.00%	0.00	365.6 K
AMGEN Inc.	Wealthsource Partners, Llc	305.71	4,735	0.00%	0.00	1.4 M
Aon plc. - Ordinary Shares - Class A	Wealthsource Partners, Llc	396.73	1,168	0.00%	0.00	463.4 K
Air Products & Chemicals Inc.	Wealthsource Partners, Llc	295.26	1,023	0.00%	0.00	302.1 K
Avis Budget Group Inc	Wealthsource Partners, Llc	61.55	3,000	0.01%	0.00	184.7 K
Caterpillar Inc.	Wealthsource Partners, Llc	341.11	1,586	0.00%	0.00	541 K
Comcast Corp - Ordinary Shares - Class A	Wealthsource Partners, Llc	37.37	12,546	0.00%	0.00	468.8 K
Cisco Systems, Inc.	Wealthsource Partners, Llc	61.80	36,018	0.00%	0.00	2.2 M
Chevron Corp.	Wealthsource Partners, Llc	167.97	17,025	0.00%	0.00	2.9 M
D.R. Horton Inc.	Wealthsource Partners, Llc	129.38	2,926	0.00%	0.00	378.6 K
Walt Disney Co (The)	Wealthsource Partners, Llc	100.78	11,622	0.00%	0.00	1.2 M
Devon Energy Corp.	Wealthsource Partners, Llc	37.47	4,999	0.00%	0.00	187.3 K
EBay Inc.	Wealthsource Partners, Llc	65.58	7,854	0.00%	0.00	515.1 K
Enterprise Products Partners L P - Unit	Wealthsource Partners, Llc	33.84	11,525	0.00%	0.00	390.0 K
Ford Motor Co.	Wealthsource Partners, Llc	10.30	14,297	0.00%	0.00	147.3 K
Honeywell International Inc	Wealthsource Partners, Llc	213.12	7,726	0.00%	0.00	1.6 M
International Business Machines Corp.	Wealthsource Partners, Llc	250.34	3,507	0.00%	0.00	877.9 K
Intel Corp.	Wealthsource Partners, Llc	23.42	31,251	0.00%	0.00	731.9 K
Intuit Inc	Wealthsource Partners, Llc	614.86	4,054	0.00%	0.00	2.5 M
Johnson & Johnson	Wealthsource Partners, Llc	161.72	12,969	0.00%	0.00	2.1 M
JPMorgan Chase & Co.	Wealthsource Partners, Llc	251.03	22,301	0.00%	0.00	5.6 M
Lockheed Martin Corp.	Wealthsource Partners, Llc	445.17	4,336	0.00%	0.00	1.9 M
Lam Research Corp.	Wealthsource Partners, Llc	76.14	303	0.00%	0.00	23.1 K
McDonald`s Corp	Wealthsource Partners, Llc	313.58	2,619	0.00%	0.00	821.3 K
Mckesson Corporation	Wealthsource Partners, Llc	663.02	459	0.00%	0.00	304.3 K
Merck & Co Inc	Wealthsource Partners, Llc	88.11	17,055	0.00%	0.00	1.5 M
Morgan Stanley	Wealthsource Partners, Llc	122.20	4,893	0.00%	0.00	597.9 K
Microsoft Corporation	Wealthsource Partners, Llc	389.97	47,813	0.00%	0.00	18.6 M
NextEra Energy Inc	Wealthsource Partners, Llc	69.73	6,469	0.00%	0.00	451.1 K
Nike, Inc. - Ordinary Shares - Class B	Wealthsource Partners, Llc	65.74	6,248	0.00%	0.00	410.7 K
NVIDIA Corp	Wealthsource Partners, Llc	113.76	7,869	0.00%	0.00	895.2 K
Paychex Inc.	Wealthsource Partners, Llc	150.19	1,712	0.00%	0.00	257.1 K
Pfizer Inc.	Wealthsource Partners, Llc	25.21	22,386	0.00%	0.00	564.4 K
Royal Caribbean Group	Wealthsource Partners, Llc	219.86	6,000	0.00%	0.00	1.3 M
Ross Stores, Inc.	Wealthsource Partners, Llc	127.70	9,076	0.00%	0.00	1.2 M
Range Resources Corp	Wealthsource Partners, Llc	39.84	51,788	0.02%	0.00	2.1 M
San Juan Basin Royalty Trust - Unit	Wealthsource Partners, Llc	5.63	513,588	1.10%	0.00	2.9 M
SLB	Wealthsource Partners, Llc	42.42	18,331	0.00%	0.00	777.6 K
Southwestern Energy Company	Wealthsource Partners, Llc	7.11	27,700	0.00%	0.00	196.9 K
Sysco Corp.	Wealthsource Partners, Llc	72.75	6,202	0.00%	0.00	451.2 K
AT&T, Inc.	Wealthsource Partners, Llc	27.65	16,108	0.00%	0.00	445.4 K
Thermo Fisher Scientific Inc.	Wealthsource Partners, Llc	513.67	1,206	0.00%	0.00	619.5 K
Trinity Biotech Plc - ADR	Wealthsource Partners, Llc	0.64	30,200	0.06%	0.00	19.3 K
Frontier Group Holdings Inc	Wealthsource Partners, Llc	5.26	113,711	0.05%	0.00	598.1 K
Unitedhealth Group Inc	Wealthsource Partners, Llc	518.20	2,963	0.00%	0.00	1.5 M
Visa Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	344.18	15,795	0.00%	0.00	5.4 M
Waste Management, Inc.	Wealthsource Partners, Llc	228.93	2,112	0.00%	0.00	483.5 K
Exxon Mobil Corp.	Wealthsource Partners, Llc	118.27	31,157	0.00%	0.00	3.7 M
Expeditors International Of Washington, Inc.		119.17	-	Investor holds below 1%

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WEALTHSOURCE PARTNERS, LLC's portfolio and holdings

As per corporate shareholdings filed for Jan-2025, people matching WEALTHSOURCE PARTNERS, LLC publicly holds 199 stocks with a net worth of over US$ 255.9 M.

These are shares held by WEALTHSOURCE PARTNERS, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.