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	116.69	2,180	0.00%	0.00	254.4 K
Apple Inc	Wealthsource Partners, Llc	217.90	148,927	0.00%	0.00	32.5 M
Abbvie Inc	Wealthsource Partners, Llc	205.29	5,986	0.00%	0.00	1.2 M
Accenture plc - Ordinary Shares - Class A	Wealthsource Partners, Llc	304.33	1,338	0.00%	0.00	407.2 K
Automatic Data Processing Inc.	Wealthsource Partners, Llc	300.83	2,115	0.00%	0.00	636.3 K
ADT Inc	Wealthsource Partners, Llc	8.10	10,669	0.00%	0.00	86.4 K
Atlas Energy Solutions Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	17.80	10,000	0.01%	0.00	178 K
Alamos Gold Inc. - Ordinary Shares - Class A	Wealthsource Partners, Llc	26.57	194,157	0.05%	0.00	5.2 M
American Tower Corp.	Wealthsource Partners, Llc	215.56	1,528	0.00%	0.00	329.4 K
Amazon.com Inc.	Wealthsource Partners, Llc	192.72	42,275	0.00%	0.00	8.1 M
Autozone Inc.	Wealthsource Partners, Llc	3771.00	260	0.00%	0.00	980.5 K
Boeing Co.	Wealthsource Partners, Llc	173.31	3,681	0.00%	0.00	638.0 K
Allbirds Inc - Ordinary Shares Class A	Wealthsource Partners, Llc	6.10	14,901	0.01%	0.00	90.9 K
Bank Of New York Mellon Corp	Wealthsource Partners, Llc	82.71	6,504	0.00%	0.00	537.9 K
Booking Holdings Inc	Wealthsource Partners, Llc	4634.24	202	0.00%	0.00	936.1 K
Blackrock Inc.	Wealthsource Partners, Llc	946.70	402	0.00%	0.00	380.6 K
BP plc - ADR	Wealthsource Partners, Llc	33.86	18,877	0.00%	0.00	639.2 K
British American Tobacco Plc - ADR	Wealthsource Partners, Llc	40.51	8,488	0.00%	0.00	343.8 K
Blackstone Inc	Wealthsource Partners, Llc	138.11	1,903	0.00%	0.00	262.8 K
Cameco Corp.	Wealthsource Partners, Llc	41.83	19,816	0.00%	0.00	828.9 K
Carnival Corp. - Ordinary Shares (Paired Stock)	Wealthsource Partners, Llc	19.87	27,430	0.00%	0.00	545.0 K
Consol Energy Inc	Wealthsource Partners, Llc	77.09	2,277	0.01%	0.00	175.5 K
Chord Energy Corp - Ordinary Shares - New	Wealthsource Partners, Llc	111.73	4,501	0.01%	0.00	502.9 K
Chipotle Mexican Grill	Wealthsource Partners, Llc	49.91	106	0.00%	0.00	5.3 K
Cummins Inc.	Wealthsource Partners, Llc	314.02	3,144	0.00%	0.00	987.3 K
Canadian Natural Resources Ltd.	Wealthsource Partners, Llc	30.56	10,141	0.00%	0.00	309.9 K
Conoco Phillips	Wealthsource Partners, Llc	102.37	4,374	0.00%	0.00	447.8 K
Costco Wholesale Corp	Wealthsource Partners, Llc	929.66	6,262	0.00%	0.00	5.8 M
Salesforce Inc	Wealthsource Partners, Llc	269.97	4,249	0.00%	0.00	1.1 M
Corteva Inc	Wealthsource Partners, Llc	61.06	11,385	0.00%	0.00	695.2 K
Cenovus Energy Inc	Wealthsource Partners, Llc	13.78	23,643	0.00%	0.00	325.8 K
DuPont de Nemours Inc	Wealthsource Partners, Llc	74.03	6,370	0.00%	0.00	471.6 K
Deere & Co.	Wealthsource Partners, Llc	465.31	1,757	0.00%	0.00	817.6 K
Despegar.com Corp	Wealthsource Partners, Llc	18.51	59,799	0.08%	0.00	1.1 M
Discover Financial Services	Wealthsource Partners, Llc	158.73	2,861	0.00%	0.00	454.1 K
Dow Inc	Wealthsource Partners, Llc	34.36	6,899	0.00%	0.00	237.1 K
Dominos Pizza Inc	Wealthsource Partners, Llc	447.12	1,284	0.00%	0.00	574.1 K
Electronic Arts, Inc.	Wealthsource Partners, Llc	144.25	2,696	0.00%	0.00	388.9 K
Enovix Corporation	Wealthsource Partners, Llc	7.48	36,286	0.02%	0.00	271.4 K
Energy Transfer LP - Unit	Wealthsource Partners, Llc	18.71	12,578	0.00%	0.00	235.3 K
Eaton Corporation plc	Wealthsource Partners, Llc	274.17	1,654	0.00%	0.00	453.5 K
Diamondback Energy Inc	Wealthsource Partners, Llc	157.54	1,442	0.00%	0.00	227.2 K
Fastenal Co.	Wealthsource Partners, Llc	76.17	3,372	0.00%	0.00	256.8 K
Fedex Corp	Wealthsource Partners, Llc	241.71	1,423	0.00%	0.00	344.0 K
Fiserv, Inc.	Wealthsource Partners, Llc	216.13	4,006	0.00%	0.00	865.8 K
Fox Corporation - Ordinary Shares - Class A	Wealthsource Partners, Llc	54.73	12,474	0.00%	0.00	682.7 K
Alphabet Inc - Ordinary Shares - Class C	Wealthsource Partners, Llc	156.06	33,016	0.00%	0.00	5.2 M
Alphabet Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	154.33	17,278	0.00%	0.00	2.7 M
Global Payments, Inc.	Wealthsource Partners, Llc	97.52	3,047	0.00%	0.00	297.1 K
Goldman Sachs Group, Inc.	Wealthsource Partners, Llc	543.12	2,439	0.00%	0.00	1.3 M
Interactive Brokers Group Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	164.72	11,689	0.01%	0.00	1.9 M
Intercontinental Exchange Inc	Wealthsource Partners, Llc	174.71	2,903	0.00%	0.00	507.2 K
Intuitive Surgical Inc	Wealthsource Partners, Llc	491.84	613	0.00%	0.00	301.5 K
Korn Ferry	Wealthsource Partners, Llc	68.08	17,905	0.03%	0.00	1.2 M
Kimbell Royalty Partners LP - Units	Wealthsource Partners, Llc	14.07	15,197	0.02%	0.00	213.8 K
Kayne Anderson Energy Infrastructure Fund Inc	Wealthsource Partners, Llc	12.92	10,238	0.01%	0.00	132.3 K
L3Harris Technologies Inc	Wealthsource Partners, Llc	207.75	2,761	0.00%	0.00	573.6 K
Lilly(Eli) & Co	Wealthsource Partners, Llc	822.51	4,332	0.00%	0.00	3.6 M
Lululemon Athletica inc.	Wealthsource Partners, Llc	293.06	966	0.00%	0.00	283.1 K
Mastercard Incorporated - Ordinary Shares - Class A	Wealthsource Partners, Llc	540.61	4,914	0.00%	0.00	2.7 M
Moody`s Corp.	Wealthsource Partners, Llc	461.38	3,568	0.00%	0.00	1.6 M
Mondelez International Inc. - Ordinary Shares - Class A	Wealthsource Partners, Llc	67.72	5,858	0.00%	0.00	396.7 K
Meta Platforms Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	576.74	7,990	0.00%	0.00	4.6 M
Altria Group Inc.	Wealthsource Partners, Llc	58.15	5,489	0.00%	0.00	319.2 K
MP Materials Corporation	Wealthsource Partners, Llc	25.97	37,859	0.02%	0.00	983.2 K
Marathon Petroleum Corp	Wealthsource Partners, Llc	144.10	10,407	0.00%	0.00	1.5 M
Micron Technology Inc.	Wealthsource Partners, Llc	88.44	7,361	0.00%	0.00	651.0 K
Netflix Inc.	Wealthsource Partners, Llc	933.85	1,403	0.00%	0.00	1.3 M
Nikola Corp	Wealthsource Partners, Llc	0.24	10,200	0.00%	0.00	2.4 K
Novartis AG - ADR	Wealthsource Partners, Llc	112.57	4,936	0.00%	0.00	555.6 K
News Corp - Ordinary Shares - Class A	Wealthsource Partners, Llc	26.59	15,542	0.00%	0.00	413.3 K
Oneok Inc.	Wealthsource Partners, Llc	98.48	3,750	0.00%	0.00	369.3 K
OneMain Holdings Inc	Wealthsource Partners, Llc	48.40	6,274	0.01%	0.00	303.7 K
Oracle Corp.	Wealthsource Partners, Llc	140.87	17,473	0.00%	0.00	2.5 M
O`Reilly Automotive, Inc.	Wealthsource Partners, Llc	1408.55	568	0.00%	0.00	800.1 K
Palo Alto Networks Inc	Wealthsource Partners, Llc	172.76	714	0.00%	0.00	123.4 K
PureCycle Technologies Inc	Wealthsource Partners, Llc	7.02	89,282	0.05%	0.00	626.8 K
Public Service Enterprise Group Inc.	Wealthsource Partners, Llc	81.63	4,775	0.00%	0.00	389.8 K
PepsiCo Inc	Wealthsource Partners, Llc	149.27	7,460	0.00%	0.00	1.1 M
Polaris Inc	Wealthsource Partners, Llc	41.38	4,500	0.01%	0.00	186.2 K
Phillips 66	Wealthsource Partners, Llc	121.76	3,476	0.00%	0.00	423.2 K
Qualcomm, Inc.	Wealthsource Partners, Llc	152.72	3,883	0.00%	0.00	593.0 K
Ritchie Bros Auctioneers Inc	Wealthsource Partners, Llc	97.89	12,827	0.01%	0.00	1.3 M
Rockwell Automation Inc	Wealthsource Partners, Llc	258.63	1,225	0.00%	0.00	316.8 K
Spirit Airlines Inc	Wealthsource Partners, Llc	0.15	33,946	0.03%	0.00	5.1 K
Charles Schwab Corp.	Wealthsource Partners, Llc	77.81	5,516	0.00%	0.00	429.2 K
SEMrush Holdings Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	9.57	76,439	0.05%	0.00	731.5 K
Shell Plc - ADR (Representing - Ordinary Shares)	Wealthsource Partners, Llc	72.73	5,027	0.00%	0.00	365.6 K
Shopify Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	96.68	2,987	0.00%	0.00	288.8 K
Stellantis N.V	Wealthsource Partners, Llc	11.33	63,090	0.00%	0.00	714.8 K
Strategic Education Inc	Wealthsource Partners, Llc	85.66	5,074	0.02%	0.00	434.6 K
Teck Resources Ltd - Ordinary Shares - Class B	Wealthsource Partners, Llc	37.45	8,106	0.00%	0.00	303.6 K
Templeton Emerging Markets Income Fund Inc	Wealthsource Partners, Llc	5.08	15,241	0.03%	0.00	77.4 K
TJX Companies, Inc.	Wealthsource Partners, Llc	118.21	9,311	0.00%	0.00	1.1 M
TKO Group Holdings Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	149.70	4,008	0.00%	0.00	600.0 K
Texas Pacific Land Corporation	Wealthsource Partners, Llc	1305.71	565	0.00%	0.00	737.7 K
TransUnion	Wealthsource Partners, Llc	82.25	3,154	0.00%	0.00	259.4 K
Travelers Companies Inc.	Wealthsource Partners, Llc	261.79	3,963	0.00%	0.00	1.0 M
Tesla Inc	Wealthsource Partners, Llc	263.55	8,902	0.00%	0.00	2.3 M
Texas Instruments Inc.	Wealthsource Partners, Llc	176.33	1,947	0.00%	0.00	343.3 K
Uber Technologies Inc	Wealthsource Partners, Llc	72.75	12,926	0.00%	0.00	940.4 K
Ulta Beauty Inc	Wealthsource Partners, Llc	359.47	750	0.00%	0.00	269.6 K
Upwork Inc	Wealthsource Partners, Llc	13.21	63,802	0.05%	0.00	842.8 K
Vital Energy Inc.	Wealthsource Partners, Llc	21.56	5,881	0.02%	0.00	126.8 K
Verizon Communications Inc	Wealthsource Partners, Llc	44.93	29,205	0.00%	0.00	1.3 M
Wells Fargo & Co.	Wealthsource Partners, Llc	70.69	149,605	0.00%	0.00	10.6 M
Walmart Inc	Wealthsource Partners, Llc	85.15	7,373	0.00%	0.00	627.8 K
Wheaton Precious Metals Corp	Wealthsource Partners, Llc	76.84	6,326	0.00%	0.00	486.1 K
Zillow Group Inc - Ordinary Shares - Class C	Wealthsource Partners, Llc	68.74	8,111	0.00%	0.00	557.6 K
Adobe Inc	Wealthsource Partners, Llc	385.71	1,859	0.00%	0.00	717.0 K
Advanced Micro Devices Inc.	Wealthsource Partners, Llc	103.22	8,493	0.00%	0.00	876.6 K
Broadcom Inc	Wealthsource Partners, Llc	169.12	2,071	0.00%	0.00	350.2 K
American Express Co.	Wealthsource Partners, Llc	265.48	3,746	0.00%	0.00	994.5 K
Bank Of America Corp.	Wealthsource Partners, Llc	41.25	41,701	0.00%	0.00	1.7 M
Ball Corp.	Wealthsource Partners, Llc	51.46	5,001	0.00%	0.00	257.4 K
Baxter International Inc.	Wealthsource Partners, Llc	33.75	5,273	0.00%	0.00	178.0 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B	Wealthsource Partners, Llc	526.31	9,172	0.64%	0.00	4.8 M
Canadian National Railway Co.	Wealthsource Partners, Llc	97.45	19,085	0.00%	0.00	1.9 M
Canadian Pacific Railway Ltd	Wealthsource Partners, Llc	69.42	31,724	0.00%	0.00	2.2 M
Comstock Resources, Inc.	Wealthsource Partners, Llc	19.84	15,124	0.01%	0.00	300.1 K
Danaher Corp.	Wealthsource Partners, Llc	205.85	1,334	0.00%	0.00	274.6 K
Duke Energy Corp.	Wealthsource Partners, Llc	119.41	2,880	0.00%	0.00	343.9 K
First Citizens Bancshares, Inc (NC) - Ordinary Shares - Class A	Wealthsource Partners, Llc	1835.10	429	0.00%	0.00	787.3 K
General Electric Co.	Wealthsource Partners, Llc	199.88	7,216	0.00%	0.00	1.4 M
Keurig Dr Pepper Inc	Wealthsource Partners, Llc	33.74	30,446	0.00%	0.00	1.0 M
Coca-Cola Co	Wealthsource Partners, Llc	70.37	14,817	0.00%	0.00	1.0 M
Lowe`s Cos., Inc.	Wealthsource Partners, Llc	228.42	2,889	0.00%	0.00	659.9 K
Procter & Gamble Co.	Wealthsource Partners, Llc	168.03	8,243	0.00%	0.00	1.4 M
Progressive Corp.	Wealthsource Partners, Llc	278.86	4,891	0.00%	0.00	1.4 M
PLBY Group Inc	Wealthsource Partners, Llc	1.06	17,024	0.02%	0.00	18.0 K
Raytheon Technologies Corporation	Wealthsource Partners, Llc	131.72	7,198	0.00%	0.00	948.1 K
Simon Property Group, Inc.	Wealthsource Partners, Llc	164.28	2,093	0.00%	0.00	343.8 K
S&P Global Inc	Wealthsource Partners, Llc	502.51	3,583	0.00%	0.00	1.8 M
Sempra Energy	Wealthsource Partners, Llc	69.73	4,124	0.00%	0.00	287.6 K
Target Corp	Wealthsource Partners, Llc	103.65	4,134	0.00%	0.00	428.5 K
Union Pacific Corp.	Wealthsource Partners, Llc	232.15	2,516	0.00%	0.00	584.1 K
Valero Energy Corp.	Wealthsource Partners, Llc	131.48	1,952	0.00%	0.00	256.6 K
Arch Capital Group Ltd	Wealthsource Partners, Llc	95.06	11,795	0.00%	0.00	1.1 M
Bristol-Myers Squibb Co.	Wealthsource Partners, Llc	60.02	19,428	0.00%	0.00	1.2 M
Chubb Limited	Wealthsource Partners, Llc	296.44	2,758	0.00%	0.00	817.6 K
EOG Resources, Inc.	Wealthsource Partners, Llc	126.59	3,980	0.00%	0.00	503.8 K
Gilead Sciences, Inc.	Wealthsource Partners, Llc	111.79	6,872	0.00%	0.00	768.2 K
Home Depot, Inc.	Wealthsource Partners, Llc	358.15	6,218	0.00%	0.00	2.2 M
Philip Morris International Inc	Wealthsource Partners, Llc	155.16	6,984	0.00%	0.00	1.1 M
Abbott Laboratories	Wealthsource Partners, Llc	130.82	7,128	0.00%	0.00	932.5 K
Analog Devices Inc.	Wealthsource Partners, Llc	201.56	2,414	0.00%	0.00	486.6 K
Allstate Corp (The)	Wealthsource Partners, Llc	206.45	1,906	0.00%	0.00	393.5 K
Applied Materials Inc.	Wealthsource Partners, Llc	145.06	2,426	0.00%	0.00	351.9 K
AMGEN Inc.	Wealthsource Partners, Llc	306.95	4,735	0.00%	0.00	1.5 M
Aon plc. - Ordinary Shares - Class A	Wealthsource Partners, Llc	394.55	1,168	0.00%	0.00	460.8 K
Air Products & Chemicals Inc.	Wealthsource Partners, Llc	292.27	1,023	0.00%	0.00	299.0 K
Avis Budget Group Inc	Wealthsource Partners, Llc	74.66	3,000	0.01%	0.00	224.0 K
Caterpillar Inc.	Wealthsource Partners, Llc	329.69	1,586	0.00%	0.00	522.9 K
Comcast Corp - Ordinary Shares - Class A	Wealthsource Partners, Llc	36.62	12,546	0.00%	0.00	459.4 K
Cisco Systems, Inc.	Wealthsource Partners, Llc	60.86	36,018	0.00%	0.00	2.2 M
Chevron Corp.	Wealthsource Partners, Llc	166.09	17,025	0.00%	0.00	2.8 M
D.R. Horton Inc.	Wealthsource Partners, Llc	125.99	2,926	0.00%	0.00	368.6 K
Walt Disney Co (The)	Wealthsource Partners, Llc	98.07	11,622	0.00%	0.00	1.1 M
Devon Energy Corp.	Wealthsource Partners, Llc	36.76	4,999	0.00%	0.00	183.8 K
EBay Inc.	Wealthsource Partners, Llc	67.16	7,854	0.00%	0.00	527.5 K
Enterprise Products Partners L P - Unit	Wealthsource Partners, Llc	34.08	11,525	0.00%	0.00	392.8 K
Ford Motor Co.	Wealthsource Partners, Llc	9.72	14,297	0.00%	0.00	139.0 K
Honeywell International Inc	Wealthsource Partners, Llc	210.34	7,726	0.00%	0.00	1.6 M
International Business Machines Corp.	Wealthsource Partners, Llc	244.00	3,507	0.00%	0.00	855.7 K
Intel Corp.	Wealthsource Partners, Llc	22.71	31,251	0.00%	0.00	709.7 K
Intuit Inc	Wealthsource Partners, Llc	598.92	4,054	0.00%	0.00	2.4 M
Johnson & Johnson	Wealthsource Partners, Llc	163.71	12,969	0.00%	0.00	2.1 M
JPMorgan Chase & Co.	Wealthsource Partners, Llc	242.85	22,301	0.00%	0.00	5.4 M
Lockheed Martin Corp.	Wealthsource Partners, Llc	441.49	4,336	0.00%	0.00	1.9 M
Lam Research Corp.	Wealthsource Partners, Llc	72.61	303	0.00%	0.00	22.0 K
McDonald`s Corp	Wealthsource Partners, Llc	307.09	2,619	0.00%	0.00	804.3 K
Mckesson Corporation	Wealthsource Partners, Llc	668.06	459	0.00%	0.00	306.6 K
Merck & Co Inc	Wealthsource Partners, Llc	89.23	17,055	0.00%	0.00	1.5 M
Morgan Stanley	Wealthsource Partners, Llc	115.33	4,893	0.00%	0.00	564.3 K
Microsoft Corporation	Wealthsource Partners, Llc	378.80	47,813	0.00%	0.00	18.1 M
NextEra Energy Inc	Wealthsource Partners, Llc	70.45	6,469	0.00%	0.00	455.7 K
Nike, Inc. - Ordinary Shares - Class B	Wealthsource Partners, Llc	63.29	6,248	0.00%	0.00	395.4 K
NVIDIA Corp	Wealthsource Partners, Llc	109.67	7,869	0.00%	0.00	863.0 K
Paychex Inc.	Wealthsource Partners, Llc	151.03	1,712	0.00%	0.00	258.6 K
Pfizer Inc.	Wealthsource Partners, Llc	25.21	22,386	0.00%	0.00	564.4 K
Royal Caribbean Group	Wealthsource Partners, Llc	207.58	6,000	0.00%	0.00	1.2 M
Ross Stores, Inc.	Wealthsource Partners, Llc	125.42	9,076	0.00%	0.00	1.1 M
Range Resources Corp	Wealthsource Partners, Llc	39.19	51,788	0.02%	0.00	2.0 M
San Juan Basin Royalty Trust - Unit	Wealthsource Partners, Llc	5.54	513,588	1.10%	0.00	2.8 M
SLB	Wealthsource Partners, Llc	41.88	18,331	0.00%	0.00	767.7 K
Southwestern Energy Company	Wealthsource Partners, Llc	7.11	27,700	0.00%	0.00	196.9 K
Sysco Corp.	Wealthsource Partners, Llc	74.10	6,202	0.00%	0.00	459.6 K
AT&T, Inc.	Wealthsource Partners, Llc	28.18	16,108	0.00%	0.00	453.9 K
Thermo Fisher Scientific Inc.	Wealthsource Partners, Llc	500.16	1,206	0.00%	0.00	603.2 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	4.80	113,711	0.05%	0.00	545.8 K
Unitedhealth Group Inc	Wealthsource Partners, Llc	516.04	2,963	0.00%	0.00	1.5 M
Visa Inc - Ordinary Shares - Class A	Wealthsource Partners, Llc	342.85	15,795	0.00%	0.00	5.4 M
Waste Management, Inc.	Wealthsource Partners, Llc	227.92	2,112	0.00%	0.00	481.4 K
Exxon Mobil Corp.	Wealthsource Partners, Llc	117.73	31,157	0.00%	0.00	3.7 M
Expeditors International Of Washington, Inc.		119.73	-	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$ 250.5 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.