$189 Million is the total value of WealthShield Partners, LLC's 259 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 118.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FGD | Exit | FIRST TR EXCHANGE TRADED FDdj glbl divid | $0 | – | -18 | -100.0% | 0.00% | – |
| SEA | Exit | INVESCO EXCHNG TRADED FD TRshipping etf | $0 | – | -24 | -100.0% | 0.00% | – |
| HKRSQ | Exit | HALCON RES CORP | $0 | – | -13,750 | -100.0% | -0.00% | – |
| EWZ | Exit | ISHARES INCmsci brazil etf | $0 | – | -114 | -100.0% | -0.00% | – |
| FXN | Exit | FIRST TR EXCHANGE TRADED FDenergy alphadx | $0 | – | -508 | -100.0% | -0.00% | – |
| FIW | Exit | FIRST TR EXCHANGE TRADED FDwtr etf | $0 | – | -400 | -100.0% | -0.01% | – |
| IGLB | Exit | ISHARES TRlng tr crprt bd | $0 | – | -341 | -100.0% | -0.01% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -60 | -100.0% | -0.02% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -662 | -100.0% | -0.02% | – |
| EEMV | Exit | ISHARES INCmin vol emrg mkt | $0 | – | -1,143 | -100.0% | -0.04% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -134 | -100.0% | -0.08% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -7,000 | -100.0% | -0.12% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -1,160 | -100.0% | -0.13% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-13
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.