Wealthsource Partners, LLC Q3-Q4 2022 13F Holdings: Which Stocks Saw the Biggest Changes?

Wealthsource Partners, LLC recently released its Q3 and Q4 2022 13F holdings, generating buzz among investors and financial analysts. The report highlighted some interesting changes in the firm's portfolio, with some holdings seeing significant increases or decreases in shares and values.

One of the biggest changes was in the holdings of the Schwab Strategic TR (SCHX), which saw an increase in shares from 3,489,673 in Q3 to 3,536,853 in Q4, resulting in a 8.1% increase in value. On the other hand, the iShares TR (ESGU) saw a decrease of 13.5% in shares and 8% in value from Q3 to Q4.

In addition, the First Trust Exchange-Traded FD (FTSM) had a notable increase of 140.8% in shares, while the iShares TR (BIV) saw a substantial increase in value by 415.5%. Furthermore, the iShares TR (SHYG) saw a remarkable increase of 555.7% in value, while the iShares TR (IYW) had an impressive increase of 2252.7% in value.

On the other hand, some holdings saw significant decreases in value. The iShares TR (GOVT) saw a decrease of 59.6%, and the iShares TR (TIP) saw a decrease of 65.3%. Amazon.com Inc (AMZN), a popular holding among many funds, also saw a decrease of 36.2% in value.

Overall, the report shows that Wealthsource Partners, LLC made some interesting moves in its portfolio between Q3 and Q4 2022. While some holdings saw significant increases in shares and values, others experienced substantial decreases. As always, investors and analysts will be closely monitoring these changes to gain insights into the firm's investment strategy and performance.