| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PACER FDS TR | 24 | Q3 2023 | 20.7% |
| ISHARES TR | 24 | Q3 2023 | 6.8% |
| ISHARES TR | 24 | Q3 2023 | 5.5% |
| ISHARES TR | 24 | Q3 2023 | 4.8% |
| VANGUARD SPECIALIZED FUNDS | 24 | Q3 2023 | 3.4% |
| PROSHARES TR | 24 | Q3 2023 | 3.4% |
| ISHARES TR | 24 | Q3 2023 | 2.3% |
| ISHARES TR | 24 | Q3 2023 | 1.8% |
| APPLE INC | 24 | Q3 2023 | 2.9% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 3.5% |
View WealthShield Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-10 |
View WealthShield Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.