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CIK: 0001729303
Total reported value
$653.8M
$653.8M
466 檔
15.3%
According to the latest 13F quarterly dataset, WealthShield Partners, LLC managed an equity portfolio of $653.8M at the end of Q2 2024, spanning 466 distinct U.S. exchange-listed positions.
During Q2 2024, WealthShield Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 466 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.37% | +4.25% | -13.62% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.06% | -2.28% | +1.00% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.43% | -1.63% | -1.01% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.28% | +0.76% | +52.72% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.09% | -0.82% | +20.45% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.97% | +0.51% | +0.41% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.89% | -0.25% | -1.21% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.71% | +0.75% | +26.11% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | +0.24% | -0.47% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.61% | +0.62% | +21.01% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.47% | -0.46% | +1.34% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.45% | +0.85% | +15.54% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.22% | +907.36% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.41% | -0.82% | +1.77% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.41% | -0.73% | +3.26% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.40% | +0.40% | +52.04% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.30% | +0.45% | +2.52% | |
| 18 | TLTW | Ishares 20+ Bond Buywrite | ETF-Other | 1.26% | -0.94% | -13.29% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.31% | +2.79% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.24% | -0.98% | EXIT | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.20% | +0.60% | +1.63% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.43% | +2.28% | |
| 23 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.05% | +0.49% | +38.16% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.02% | +0.01% | +2.77% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.95% | +0.58% | +22.43% | |
| 26 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.94% | -0.25% | -12.72% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | +0.30% | +2.84% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.89% | +0.45% | +2.88% | |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.78% | -0.75% | +0.63% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.06% | -8.17% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.74% | +0.24% | +20.43% | |
| 32 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.74% | -0.83% | -0.42% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.70% | +0.04% | +1.06% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.68% | +0.21% | +88.27% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.68% | -0.69% | +0.27% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.64% | +0.62% | — | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.62% | -0.58% | +3.85% | |
| 38 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.62% | +0.09% | +4.85% | |
| 39 | LQDW | Ishares Ingr CORP Bd B/w ETF | ETF-Other | 0.62% | -0.07% | -5.80% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | +0.20% | -31.60% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | +0.12% | -4.09% | |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.58% | — | +10.01% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.15% | +8.56% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.22% | +3.26% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.56% | +0.50% | +0.25% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.56% | +0.17% | +5.08% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | +0.03% | -3.07% | |
| 48 | MBB | Ishares Mbs ETF | ETF-Other | 0.55% | +0.11% | +2.56% | |
| 49 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.54% | -0.41% | +1.37% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.53% | -0.41% | -38.21% |
According to official SEC Form 13F filings, WealthShield Partners, LLC reported a total U.S. public equity portfolio value of $653.8M across 466 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHF, SCHG) accounted for 15.3% of total reported equity market value during Q2 2024.
During Q2 2024, WealthShield Partners, LLC's top holdings by market value included IVV (5.4%)、SCHF (3.1%)、SCHG (2.4%). The largest single position, IVV, represented 5.4% of total portfolio value.
In Q2 2024, WealthShield Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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