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Wealthsource Partners, Llc Buys SPDR Bloomberg Barclays Investment Grade Floating , SPDR Portfolio Short Term Corporate Bond, SPDR S&P Bank, Sells SPDR Select Sector Fund - Technology, SPDR Select Sector Fund - Consumer Discretionary, Schwab International

Investment company Wealthsource Partners, Llc buys SPDR Bloomberg Barclays Investment Grade Floating , SPDR Portfolio Short Term Corporate Bond, SPDR S&P Bank, Vanguard Total Stock Market, iShares Latin America 40, iShares Intermediate Credit Bond ETF, Vanguard Value, SPDR MSCI ACWI ex-US, Hercules Capital Inc, SPDR Bloomberg Barclays Convertible Securities, sells SPDR Select Sector Fund - Technology, SPDR Select Sector Fund - Consumer Discretionary, Schwab International Equity, Schwab U.S. TIPs, SPDR Select Sector Fund - Energy Select Sector during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Wealthsource Partners, Llc. As of 2018-03-31, Wealthsource Partners, Llc owns 252 stocks with a total value of $244 million. These are the details of the buys and sells.

For the details of WEALTHSOURCE PARTNERS, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=WEALTHSOURCE+PARTNERS%2C+LLC

These are the top 5 holdings of WEALTHSOURCE PARTNERS, LLC
  1. iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 72,627 shares, 3.51% of the total portfolio. Shares reduced by 17.75%
  2. iShares Core MSCI EAFE (IEFA) - 146,719 shares, 3.48% of the total portfolio. Shares reduced by 8.73%
  3. iShares Core U.S. Aggregate Bond (AGG) - 73,833 shares, 3.28% of the total portfolio. Shares reduced by 25.71%
  4. iShares National Muni Bond (MUB) - 54,041 shares, 2.41% of the total portfolio. Shares added by 0.63%
  5. iShares Core S&P 500 (IVV) - 24,121 shares, 2.34% of the total portfolio. Shares reduced by 28.97%
New Purchase: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)

Wealthsource Partners, Llc initiated holding in SPDR Bloomberg Barclays Investment Grade Floating . The purchase prices were between $30.66 and $30.79, with an estimated average price of $30.73. The stock is now traded at around $30.72. The impact to a portfolio due to this purchase was 1.33%. The holding were 105,692 shares as of 2018-03-31.

New Purchase: SPDR Portfolio Short Term Corporate Bond (SPSB)

Wealthsource Partners, Llc initiated holding in SPDR Portfolio Short Term Corporate Bond. The purchase prices were between $30.12 and $30.43, with an estimated average price of $30.27. The stock is now traded at around $30.16. The impact to a portfolio due to this purchase was 1.31%. The holding were 104,356 shares as of 2018-03-31.

New Purchase: SPDR S&P Bank (KBE)

Wealthsource Partners, Llc initiated holding in SPDR S&P Bank. The purchase prices were between $46.75 and $51.86, with an estimated average price of $49.69. The stock is now traded at around $47.47. The impact to a portfolio due to this purchase was 0.87%. The holding were 49,285 shares as of 2018-03-31.

New Purchase: iShares Latin America 40 (ILF)

Wealthsource Partners, Llc initiated holding in iShares Latin America 40. The purchase prices were between $35.21 and $39.5, with an estimated average price of $37.43. The stock is now traded at around $37.12. The impact to a portfolio due to this purchase was 0.75%. The holding were 57,375 shares as of 2018-03-31.

New Purchase: Hercules Capital Inc (HTGC)

Wealthsource Partners, Llc initiated holding in Hercules Capital Inc. The purchase prices were between $11.89 and $13.25, with an estimated average price of $12.54. The stock is now traded at around $12.06. The impact to a portfolio due to this purchase was 0.23%. The holding were 37,703 shares as of 2018-03-31.

New Purchase: SPDR Bloomberg Barclays Convertible Securities (CWB)

Wealthsource Partners, Llc initiated holding in SPDR Bloomberg Barclays Convertible Securities. The purchase prices were between $49.67 and $53.7, with an estimated average price of $52.11. The stock is now traded at around $51.55. The impact to a portfolio due to this purchase was 0.21%. The holding were 10,468 shares as of 2018-03-31.

Added: Vanguard Total Stock Market (VTI)

Wealthsource Partners, Llc added to a holding in Vanguard Total Stock Market by 129.85%. The purchase prices were between $132.41 and $146.86, with an estimated average price of $140.18. The stock is now traded at around $136.58. The impact to a portfolio due to this purchase was 0.79%. The holding were 28,104 shares as of 2018-03-31.

Added: iShares Intermediate Credit Bond ETF (CIU)

Wealthsource Partners, Llc added to a holding in iShares Intermediate Credit Bond ETF by 278.45%. The purchase prices were between $106.7 and $109.1, with an estimated average price of $107.74. The stock is now traded at around $106.90. The impact to a portfolio due to this purchase was 0.5%. The holding were 15,244 shares as of 2018-03-31.

Added: Vanguard Value (VTV)

Wealthsource Partners, Llc added to a holding in Vanguard Value by 37.23%. The purchase prices were between $100.47 and $113.26, with an estimated average price of $107.33. The stock is now traded at around $103.96. The impact to a portfolio due to this purchase was 0.36%. The holding were 34,310 shares as of 2018-03-31.

Added: SPDR MSCI ACWI ex-US (CWI)

Wealthsource Partners, Llc added to a holding in SPDR MSCI ACWI ex-US by 21.23%. The purchase prices were between $37.82 and $42.01, with an estimated average price of $39.72. The stock is now traded at around $39.15. The impact to a portfolio due to this purchase was 0.29%. The holding were 117,674 shares as of 2018-03-31.

Added: Intel Corp (INTC)

Wealthsource Partners, Llc added to a holding in Intel Corp by 128.23%. The purchase prices were between $42.5 and $52.48, with an estimated average price of $47.52. The stock is now traded at around $51.86. The impact to a portfolio due to this purchase was 0.21%. The holding were 25,103 shares as of 2018-03-31.

Added: Target Corp (TGT)

Wealthsource Partners, Llc added to a holding in Target Corp by 237.21%. The purchase prices were between $65.85 and $78.58, with an estimated average price of $72.79. The stock is now traded at around $71.52. The impact to a portfolio due to this purchase was 0.2%. The holding were 12,234 shares as of 2018-03-31.

Sold Out: SPDR Select Sector Fund - Technology (XLK)

Wealthsource Partners, Llc sold out a holding in SPDR Select Sector Fund - Technology. The sale prices were between $62.01 and $70.73, with an estimated average price of $67.13.

Sold Out: SPDR Select Sector Fund - Consumer Discretionary (XLY)

Wealthsource Partners, Llc sold out a holding in SPDR Select Sector Fund - Consumer Discretionary. The sale prices were between $99.89 and $109, with an estimated average price of $104.24.

Sold Out: Schwab International Equity (SCHF)

Wealthsource Partners, Llc sold out a holding in Schwab International Equity. The sale prices were between $32.83 and $36.35, with an estimated average price of $34.45.

Sold Out: PowerShares S&P 500 Equal Weight Portfolio (RSP)

Wealthsource Partners, Llc sold out a holding in PowerShares S&P 500 Equal Weight Portfolio. The sale prices were between $96.79 and $107.43, with an estimated average price of $102.32.

Sold Out: iShares U.S. Technology (IYW)

Wealthsource Partners, Llc sold out a holding in iShares U.S. Technology. The sale prices were between $157.97 and $182.95, with an estimated average price of $172.14.

Sold Out: iShares Nasdaq Biotechnology Index Fund (IBB)

Wealthsource Partners, Llc sold out a holding in iShares Nasdaq Biotechnology Index Fund. The sale prices were between $104.86 and $118.5, with an estimated average price of $110.79.

Reduced: Schwab U.S. TIPs (SCHP)

Wealthsource Partners, Llc reduced to a holding in Schwab U.S. TIPs by 65.02%. The sale prices were between $54.14 and $55.36, with an estimated average price of $54.69. The stock is now traded at around $54.88. The impact to a portfolio due to this sale was -1.08%. Wealthsource Partners, Llc still held 31,447 shares as of 2018-03-31.

Reduced: SPDR Select Sector Fund - Energy Select Sector (XLE)

Wealthsource Partners, Llc reduced to a holding in SPDR Select Sector Fund - Energy Select Sector by 91.4%. The sale prices were between $66.02 and $78.03, with an estimated average price of $70.79. The stock is now traded at around $71.41. The impact to a portfolio due to this sale was -1.03%. Wealthsource Partners, Llc still held 4,023 shares as of 2018-03-31.

Reduced: iShares Core U.S. Aggregate Bond (AGG)

Wealthsource Partners, Llc reduced to a holding in iShares Core U.S. Aggregate Bond by 25.71%. The sale prices were between $106.35 and $108.94, with an estimated average price of $107.28. The stock is now traded at around $106.80. The impact to a portfolio due to this sale was -0.93%. Wealthsource Partners, Llc still held 73,833 shares as of 2018-03-31.

Reduced: iShares Core S&P 500 (IVV)

Wealthsource Partners, Llc reduced to a holding in iShares Core S&P 500 by 28.97%. The sale prices were between $259.62 and $288.66, with an estimated average price of $274.94. The stock is now traded at around $266.97. The impact to a portfolio due to this sale was -0.88%. Wealthsource Partners, Llc still held 24,121 shares as of 2018-03-31.

Reduced: iShares California Muni Bond (CMF)

Wealthsource Partners, Llc reduced to a holding in iShares California Muni Bond by 53.36%. The sale prices were between $58 and $59.3, with an estimated average price of $58.47. The stock is now traded at around $58.21. The impact to a portfolio due to this sale was -0.69%. Wealthsource Partners, Llc still held 30,396 shares as of 2018-03-31.

Reduced: Vanguard FTSE Emerging Markets (VWO)

Wealthsource Partners, Llc reduced to a holding in Vanguard FTSE Emerging Markets by 79.34%. The sale prices were between $44.96 and $50.98, with an estimated average price of $47.95. The stock is now traded at around $46.54. The impact to a portfolio due to this sale was -0.6%. Wealthsource Partners, Llc still held 10,128 shares as of 2018-03-31.



Here is the complete portfolio of WEALTHSOURCE PARTNERS, LLC. Also check out:

1. WEALTHSOURCE PARTNERS, LLC's Undervalued Stocks
2. WEALTHSOURCE PARTNERS, LLC's Top Growth Companies, and
3. WEALTHSOURCE PARTNERS, LLC's High Yield stocks
4. Stocks that WEALTHSOURCE PARTNERS, LLC keeps buying

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