WealthShield Partners, LLC — Q2 2025 13F Holdings

Name: WealthShield Partners, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001729303

Total reported value

$897.6M

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Full holdings list this quarter

Showing top 200 holdings (of 554 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.09%	—	+1.25%
2	SCHH	Schwab US Reit ETF	ETF-Other	0.09%	—	+1.90%
3	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	0.09%	—	-83.95%
4	FCNCA	First Citizens Bcshs -cl A	Stock-Financials	0.08%	—	—
5	CVX	Chevron CORP	Stock-Energy	0.08%	—	+7.16%
6	VNQ	Vanguard Real Estate ETF	ETF-Other	0.08%	—	+1.45%
7	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.08%	—	+3.11%
8	VONE	Vanguard Russell 1000	ETF-Other	0.08%	—	+6.71%
9	NFJ	Virtus Dvd Intrst & Prm Str	Stock-Other	0.08%	—	-21.18%
10	UDEC	Innovator U.s. Equity Ultra	ETF-Other	0.08%	—	-11.29%
11	PPA	Invesco Aerospace & Defense	ETF-Other	0.08%	—	+0.02%
12	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	0.08%	—	-2.60%
13	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	0.08%	—	-21.54%
14	VGLT	Vanguard Long-term Treasury	ETF-Gov Bonds	0.07%	—	+81.90%
15	PFE	Pfizer INC	Stock-Healthcare	0.07%	—	+0.64%
16	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.07%	—	-7.35%
17	FTEC	Fidelity Msci Info Tech Indx	ETF-Tech	0.07%	—	-7.30%
18	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.07%	—	-2.13%
19	BA	Boeing Co/the	Stock-Industrials	0.07%	—	+52.47%
20	HIMU	Ishares High Yild Muni A ETF	ETF-Other	0.07%	—	+1.79%
21	PM	Philip Morris International	Stock-Consumer Staples	0.07%	—	-2.08%
22	MINO	Pimco Municipal Income Oppor	ETF-Other	0.07%	—	-7.22%
23	MDY	State Street Spdr S&p Midcap	ETF-Other	0.07%	—	-7.66%
24	GE	General Electric	Stock-Industrials	0.07%	—	+6.43%
25	BTZ	Blackrock Credit Allocation	Stock-Other	0.07%	—	-11.32%
26	PWR	Quanta Services INC	Stock-Industrials	0.07%	—	+0.41%
27	SPIB	Ss Spdr P Int C CORP ETF	ETF-Other	0.07%	—	-45.67%
28	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.07%	—	-4.32%
29	BAUG	Innovator U.s. Equity Buffer	ETF-Other	0.07%	—	—
30	VPL	Vanguard Ftse Pacific ETF	ETF-Other	0.07%	—	-1.13%
31	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	ETF-Other	0.06%	—	-8.52%
32	GS	Goldman Sachs Group INC	Stock-Financials	0.06%	—	-1.34%
33	XLRE	Ss Real Estate Select Sector	ETF-Other	0.06%	—	+0.96%
34	VV	Vanguard Large-cap ETF	ETF-Other	0.06%	—	—
35	SLV	Ishares Silver Trust	ETF-Commodities	0.06%	—	+37.42%
36	LQDW	Ishares Ingr CORP Bd B/w ETF	ETF-Other	0.06%	—	-3.77%
37	VRP	Invesco Variable Rate Prefer	ETF-Other	0.06%	—	-1.57%
38	UAPR	Innovator U.s. Equity Ultra	ETF-Other	0.06%	—	+57.24%
39	EUSA	Ishares Msci USA Equal Weigh	ETF-Other	0.06%	—	-6.22%
40	BMY	Bristol-myers Squibb Co	Stock-Healthcare	0.06%	—	-5.39%
41	BJUN	Innovator U.s. Equity Buffer	ETF-Other	0.06%	—	-6.55%
42	ICVT	Ishares Convertible Bond ETF	ETF-Other	0.06%	—	-35.89%
43	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.06%	—	+3.66%
44	DIM	Wisdomtree Intl M/c Dvd Fund	ETF-Other	0.06%	—	+64.79%
45	AMD	Advanced Micro Devices	Stock-Tech	0.06%	—	+3.28%
46	PRFZ	Inv Rafi US 1500 Sm-usd INC	ETF-Other	0.05%	—	-4.92%
47	YUM	Yum! Brands INC	Stock-Consumer Disc	0.05%	—	—
48	CAT	Caterpillar INC	Stock-Industrials	0.05%	—	-5.64%
49	AXP	American Express Co	Stock-Financials	0.05%	—	-1.42%
50	SBUX	Starbucks CORP	Stock-Consumer Disc	0.05%	—	+11.38%

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