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CIK: 0001729303
Total reported value
$653.8M
$653.8M
483 檔
15.9%
In Q3 2024, WealthShield Partners, LLC's U.S. equity holdings reached a combined market value of $653.8M, distributed across 483 disclosed stock positions.
During Q3 2024, WealthShield Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHF, SCHG) accounted for 15.9% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 483 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.08% | +4.25% | +0.96% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.81% | -2.28% | -2.78% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.11% | -1.63% | -5.41% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.09% | +0.51% | +14.53% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.02% | +0.76% | -3.58% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.00% | -0.25% | +7.48% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.80% | +0.85% | +28.35% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.78% | -0.82% | -10.72% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.72% | +0.75% | +10.93% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.52% | +0.62% | +0.75% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | +0.24% | +8.43% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.46% | +0.60% | +26.18% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.41% | -0.46% | +2.55% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.39% | -0.73% | +6.75% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.36% | -0.82% | +0.41% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.22% | +8.05% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.25% | +0.40% | -4.41% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.23% | +0.45% | +4.23% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.22% | -0.98% | EXIT | |
| 20 | TLTW | Ishares 20+ Bond Buywrite | ETF-Other | 1.22% | -0.94% | +3.56% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.21% | -0.41% | +137.69% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.19% | +0.58% | +40.11% | |
| 23 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.17% | +0.49% | +15.87% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.31% | -2.11% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.04% | +0.01% | +5.64% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.43% | +4.72% | |
| 27 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.93% | -0.25% | +3.89% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.30% | +6.32% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | +0.45% | +3.97% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.83% | -1.07% | EXIT | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.80% | +0.21% | +21.19% | |
| 32 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.75% | -0.83% | +5.27% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | +0.20% | +19.46% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.06% | -10.18% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.72% | -0.69% | +6.54% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.71% | — | +32.83% | |
| 37 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.68% | -0.75% | -5.72% | |
| 38 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.65% | +0.62% | +55.39% | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.64% | -0.58% | +6.82% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | +0.12% | +3.18% | |
| 41 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.62% | +0.09% | +6.16% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.61% | +0.24% | -16.00% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.15% | +3.89% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.57% | +0.04% | -10.35% | |
| 45 | TT | Trane Technologies plc | Stock-Industrials | 0.54% | +0.31% | +2.01% | |
| 46 | ICE | Intercontinental Exchange In | Stock-Financials | 0.54% | +0.09% | +2.12% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.54% | +0.50% | +7.40% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | -0.06% | +25.06% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.54% | +0.34% | +29.88% | |
| 50 | MBB | Ishares Mbs ETF | ETF-Other | 0.51% | +0.11% | +1.14% |
According to official SEC Form 13F filings, WealthShield Partners, LLC reported a total U.S. public equity portfolio value of $653.8M across 483 disclosed positions in Q3 2024.
During Q3 2024, WealthShield Partners, LLC's top holdings by market value included IVV (5.1%)、SCHF (2.8%)、SCHG (2.1%). The largest single position, IVV, represented 5.1% of total portfolio value.
In Q3 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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