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CIK: 0001729303
Total reported value
$653.8M
$653.8M
530 檔
15.1%
As reported in its official Q1 2025 Form 13F filing, WealthShield Partners, LLC's tracked investment portfolio stood at $653.8M with 530 total positions.
In Q1 2025, WealthShield Partners, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 530 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.66% | +4.25% | +9.05% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.20% | -2.28% | +0.34% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.02% | -0.25% | +19.82% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.91% | +0.76% | +3.93% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.87% | -1.63% | +1.71% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.86% | +0.51% | +0.76% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.22% | +73.69% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.79% | +0.75% | +14.48% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.58% | -0.82% | +2.89% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.51% | +0.85% | +13.58% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | +0.24% | +30.26% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.49% | -0.46% | +18.92% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.40% | +0.62% | +0.18% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.37% | +0.60% | +11.19% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.35% | +0.01% | +45.95% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.34% | -0.82% | +17.38% | |
| 17 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.27% | -0.59% | EXIT | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.21% | -0.98% | EXIT | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | -0.03% | +228.81% | |
| 20 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.14% | +0.49% | +7.33% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.31% | +17.32% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.12% | +0.12% | +87.32% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.09% | -0.41% | -6.90% | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.07% | -1.07% | EXIT | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | +0.30% | +9.45% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.96% | +0.45% | +3.77% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.43% | +14.44% | |
| 28 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.91% | -0.83% | +0.66% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.90% | -0.73% | +0.54% | |
| 30 | TLTW | Ishares 20+ Bond Buywrite | ETF-Other | 0.87% | -0.94% | +3.10% | |
| 31 | TT | Trane Technologies plc | Stock-Industrials | 0.83% | +0.31% | +94.06% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | +0.45% | +7.21% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.78% | +0.21% | -3.78% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | +0.20% | +11.31% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.76% | +0.62% | +2.72% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.76% | +0.40% | -37.58% | |
| 37 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.73% | +0.24% | +85.16% | |
| 38 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.72% | -0.75% | +1.31% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.68% | +0.06% | +15.45% | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.67% | -0.69% | +0.25% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | +0.10% | +116.85% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.06% | +6.99% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.17% | +9.03% | |
| 44 | MSI | Motorola Solutions Inc | Stock-Tech | 0.63% | +0.09% | +109.86% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.15% | +14.69% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | +0.58% | -23.32% | |
| 47 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.57% | -0.58% | +1.13% | |
| 48 | ICE | Intercontinental Exchange In | Stock-Financials | 0.57% | +0.09% | +6.32% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.55% | +0.50% | +11.27% | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.55% | +0.23% | — |
According to official SEC Form 13F filings, WealthShield Partners, LLC reported a total U.S. public equity portfolio value of $653.8M across 530 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHF, AAPL) accounted for 15.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $36.3M
During Q1 2025, WealthShield Partners, LLC's top holdings by market value included IVV (4.7%)、SCHF (2.2%)、AAPL (2.0%). The largest single position, IVV, represented 4.7% of total portfolio value.
In Q1 2025, WealthShield Partners, LLC made 200 total portfolio adjustments, initiating 200 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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