$620 Million is the total value of WealthShield Partners, LLC's 484 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 75.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $28,246,679 | +14.3% | 68,713 | +6.8% | 4.55% | -3.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $19,522,782 | +7.6% | 141,357 | +9.3% | 3.15% | -9.5% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $19,061,174 | +8.4% | 547,735 | +0.3% | 3.07% | -8.8% |
| IUSB | Buy | ISHARES TRcore total usd | $14,496,334 | +37.4% | 314,113 | +33.7% | 2.34% | +15.6% |
| Buy | ISHARES TR20+ year tr bd | $12,984,745 | +23.2% | 375,716 | +15.6% | 2.09% | +3.7% | |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $11,819,076 | +21.1% | 181,358 | +3.2% | 1.90% | +1.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $11,540,625 | +30.7% | 46,266 | +11.7% | 1.86% | +10.1% |
| DGRO | Buy | ISHARES TRcore div grwth | $11,288,295 | +11.8% | 225,811 | +11.9% | 1.82% | -5.9% |
| XSOE | New | WISDOMTREE TRem ex st-owned | $10,619,429 | – | 381,445 | +100.0% | 1.71% | – |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $10,070,295 | +2418.3% | 101,597 | +2333.5% | 1.62% | +2007.8% |
| AAPL | Sell | APPLE INC | $9,999,174 | +25.6% | 60,638 | -1.0% | 1.61% | +5.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $9,761,703 | +12.6% | 146,024 | +3.8% | 1.57% | -5.3% |
| EFG | Buy | ISHARES TReafe grwth etf | $9,222,550 | +60.5% | 98,447 | +43.5% | 1.49% | +35.1% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $8,955,757 | +948.6% | 72,186 | +863.3% | 1.44% | +779.9% |
| ESGU | Sell | ISHARES TResg awr msci usa | $8,474,618 | -39.7% | 93,694 | -43.5% | 1.37% | -49.3% |
| MUB | Buy | ISHARES TRnational mun etf | $8,077,298 | +25.5% | 74,970 | +22.9% | 1.30% | +5.7% |
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $7,975,518 | – | 100,044 | +100.0% | 1.28% | – |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $7,751,080 | +13.7% | 165,233 | +10.7% | 1.25% | -4.3% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $7,733,750 | +20.0% | 37,816 | +0.9% | 1.25% | +0.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,606,538 | -12.9% | 49,390 | -14.1% | 1.23% | -26.6% |
| MSFT | Buy | MICROSOFT CORP | $7,244,159 | +24.1% | 25,127 | +3.2% | 1.17% | +4.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $7,134,008 | +201.0% | 146,219 | +188.1% | 1.15% | +153.3% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $6,665,682 | +1.1% | 101,642 | +1.8% | 1.07% | -14.9% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $6,262,836 | -0.9% | 61,996 | +0.9% | 1.01% | -16.6% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $6,119,406 | +309.3% | 135,475 | +280.3% | 0.99% | +244.8% |
| EFV | Sell | ISHARES TReafe value etf | $5,858,639 | -15.2% | 120,722 | -19.9% | 0.94% | -28.7% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $5,185,091 | +1.3% | 78,467 | -0.8% | 0.84% | -14.7% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $4,956,197 | +17.1% | 54,320 | +15.5% | 0.80% | -1.4% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $4,689,670 | -7.6% | 19,194 | -19.0% | 0.76% | -22.2% |
| Buy | ISHARES TRinvt grd corp bd | $4,662,508 | +11.3% | 135,106 | +9.7% | 0.75% | -6.4% | |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $4,465,075 | +7.4% | 65,241 | +2.5% | 0.72% | -9.5% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $4,358,450 | +2.1% | 57,213 | -0.5% | 0.70% | -14.1% |
| MBB | Buy | ISHARES TRmbs etf | $3,982,227 | +24.4% | 42,038 | +21.8% | 0.64% | +4.7% |
| GOVT | Buy | ISHARES TRus treas bd etf | $3,894,868 | +22.4% | 166,590 | +19.0% | 0.63% | +3.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,820,417 | -6.7% | 29,318 | -4.0% | 0.62% | -21.4% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $3,781,995 | +5.7% | 23,822 | +5.7% | 0.61% | -10.9% |
| SGOV | New | ISHARES TR0-3 mnth treasry | $3,782,009 | – | 37,602 | +100.0% | 0.61% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,742,621 | +18.4% | 7,919 | +32.8% | 0.60% | -0.3% |
| HD | Buy | HOME DEPOT INC | $3,682,496 | +11.7% | 12,478 | +19.6% | 0.59% | -5.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,594,141 | +26.2% | 34,649 | +7.3% | 0.58% | +6.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $3,586,741 | +7.6% | 35,997 | +4.7% | 0.58% | -9.5% |
| AMZN | Buy | AMAZON COM INC | $3,576,829 | +32.4% | 34,629 | +7.7% | 0.58% | +11.4% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $3,540,591 | +16.6% | 39,885 | +7.1% | 0.57% | -1.7% |
| IYW | Buy | ISHARES TRu.s. tech etf | $3,539,773 | +84.9% | 38,140 | +48.4% | 0.57% | +55.6% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $3,539,582 | +15.5% | 38,875 | +6.0% | 0.57% | -2.9% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $3,504,327 | +13.5% | 32,997 | +12.6% | 0.56% | -4.4% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $3,340,969 | +6.9% | 45,301 | +4.7% | 0.54% | -10.0% |
| IWC | Buy | ISHARES TRmicro-cap etf | $3,298,490 | -2.9% | 31,561 | +0.2% | 0.53% | -18.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $3,203,677 | +28.3% | 21,215 | +5.8% | 0.52% | +7.9% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,143,460 | +3.7% | 21,736 | +1.3% | 0.51% | -12.7% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $3,047,297 | +23.4% | 47,696 | +13.0% | 0.49% | +3.8% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $2,998,476 | -2.7% | 22,365 | -1.9% | 0.48% | -18.1% |
| USMV | Buy | ISHARES TRmsci usa min vol | $2,990,553 | +32.3% | 41,113 | +31.2% | 0.48% | +11.3% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $2,961,661 | +6.3% | 50,644 | +0.7% | 0.48% | -10.5% |
| IDEV | Sell | ISHARES TRcore msci intl | $2,885,991 | -0.1% | 47,726 | -7.5% | 0.46% | -15.9% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $2,869,009 | +86.2% | 111,245 | +81.5% | 0.46% | +56.6% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $2,846,174 | +10.7% | 14,604 | +2.1% | 0.46% | -6.7% |
| PWS | Sell | PACER FDS TRwealthshield | $2,786,371 | -8.0% | 102,880 | -2.7% | 0.45% | -22.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,737,210 | -21.8% | 28,306 | -23.5% | 0.44% | -34.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,686,738 | +9.3% | 17,334 | +24.6% | 0.43% | -8.1% |
| V | New | VISA INC | $2,640,614 | – | 11,712 | +100.0% | 0.43% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $2,540,256 | – | 13,757 | +100.0% | 0.41% | – |
| CRM | Sell | SALESFORCE INC | $2,403,953 | +38.3% | 12,033 | -8.2% | 0.39% | +16.2% |
| FB | New | META PLATFORMS INCcl a | $2,389,624 | – | 11,275 | +100.0% | 0.38% | – |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $2,386,219 | +34.0% | 43,104 | +22.6% | 0.38% | +12.9% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,359,845 | +83.7% | 58,412 | +77.3% | 0.38% | +54.5% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $2,343,595 | +162.1% | 17,104 | +165.2% | 0.38% | +121.1% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $2,330,067 | +11.4% | 95,027 | +7.5% | 0.38% | -6.2% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $2,319,498 | +8.9% | 32,287 | -0.4% | 0.37% | -8.3% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $2,220,709 | +327.6% | 35,311 | +274.8% | 0.36% | +261.6% |
| CSCO | Buy | CISCO SYS INC | $2,192,517 | +44.5% | 41,942 | +31.6% | 0.35% | +21.3% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $2,180,962 | +10.3% | 23,513 | +7.9% | 0.35% | -7.1% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $2,180,181 | +5.7% | 32,132 | +2.2% | 0.35% | -11.1% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $2,114,904 | +15.2% | 13,097 | +22.1% | 0.34% | -2.8% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $2,096,915 | -2.8% | 7,307 | -12.4% | 0.34% | -18.2% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $2,094,279 | +27.4% | 41,340 | +24.5% | 0.34% | +7.3% |
| AVGO | Buy | BROADCOM INC | $2,088,470 | +17.3% | 3,255 | +2.3% | 0.34% | -1.2% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $2,051,801 | +6.1% | 48,934 | +2.5% | 0.33% | -10.5% |
| EW | New | EDWARDS LIFESCIENCES CORP | $2,028,622 | – | 24,521 | +100.0% | 0.33% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $2,017,989 | – | 10,771 | +100.0% | 0.32% | – |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,980,510 | +126.7% | 21,872 | +112.3% | 0.32% | +91.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,974,018 | -33.1% | 11,065 | -34.6% | 0.32% | -43.7% |
| TJX | Buy | TJX COS INC NEW | $1,957,931 | +2.7% | 24,986 | +4.4% | 0.32% | -13.4% |
| DWX | Sell | SPDR INDEX SHS FDSs&p intl etf | $1,955,468 | +2.3% | 57,044 | -3.5% | 0.32% | -13.9% |
| MRK | Sell | MERCK & CO INC | $1,943,195 | -18.6% | 18,117 | -15.2% | 0.31% | -31.5% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,942,686 | +11.4% | 60,426 | +18.5% | 0.31% | -6.3% |
| WMT | Buy | WALMART INC | $1,915,986 | +9.5% | 12,945 | +5.3% | 0.31% | -7.8% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $1,915,719 | -26.0% | 40,626 | -27.2% | 0.31% | -37.7% |
| EDIV | Sell | SPDR INDEX SHS FDSs&p em mkt div | $1,886,899 | +9.1% | 72,046 | -0.0% | 0.30% | -8.2% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $1,862,422 | -10.5% | 48,921 | -11.9% | 0.30% | -24.8% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,839,149 | -22.3% | 12,079 | -22.6% | 0.30% | -34.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,806,779 | -4.1% | 18,729 | +2.4% | 0.29% | -19.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,778,824 | +12.7% | 5,761 | +12.7% | 0.29% | -5.0% |
| VZ | New | VERIZON COMMUNICATIONS INC | $1,769,038 | – | 45,488 | +100.0% | 0.28% | – |
| UNP | Buy | UNION PAC CORP | $1,755,416 | +5.1% | 8,722 | +8.1% | 0.28% | -11.6% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $1,737,901 | +38.2% | 8,856 | +46.6% | 0.28% | +16.2% |
| IQV | Buy | IQVIA HLDGS INC | $1,718,211 | +8.0% | 8,639 | +11.2% | 0.28% | -9.2% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,691,165 | +11.6% | 34,963 | +4.2% | 0.27% | -5.9% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $1,690,163 | -2.9% | 16,146 | -3.3% | 0.27% | -18.3% |
| SPGI | Buy | S&P GLOBAL INC | $1,673,514 | +6.8% | 4,854 | +3.7% | 0.27% | -10.0% |
| TFI | Sell | SPDR SER TRnuveen blmbrg mu | $1,677,471 | -29.3% | 35,828 | -31.1% | 0.27% | -40.5% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $1,649,323 | -1.7% | 40,504 | -6.1% | 0.27% | -17.1% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $1,645,359 | +16.5% | 7,254 | +10.1% | 0.26% | -2.2% |
| CB | New | CHUBB LIMITED | $1,591,428 | – | 8,161 | +100.0% | 0.26% | – |
| HDV | Sell | ISHARES TRcore high dv etf | $1,584,110 | -7.7% | 15,582 | -5.4% | 0.26% | -22.5% |
| VOO | Buy | VANGUARD INDEX FDS | $1,580,026 | +8.5% | 4,201 | +1.3% | 0.26% | -8.6% |
| ETN | New | EATON CORP PLC | $1,574,922 | – | 9,192 | +100.0% | 0.25% | – |
| APD | Buy | AIR PRODS & CHEMS INC | $1,560,780 | +5.7% | 5,401 | +13.3% | 0.25% | -11.0% |
| KMLM | Buy | KRANESHARES TRkfa mount lucas | $1,542,659 | -1.5% | 52,329 | +2.0% | 0.25% | -17.0% |
| ALL | Buy | ALLSTATE CORP | $1,502,231 | +17.6% | 13,483 | +44.0% | 0.24% | -1.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,496,470 | +18.8% | 3,643 | +11.1% | 0.24% | 0.0% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,488,614 | +1.6% | 9,809 | -2.8% | 0.24% | -14.3% |
| STE | New | STERIS PLC | $1,466,352 | – | 7,666 | +100.0% | 0.24% | – |
| PG | Sell | PROCTER AND GAMBLE CO | $1,446,246 | -4.6% | 9,727 | -2.8% | 0.23% | -19.7% |
| CME | Buy | CME GROUP INC | $1,413,236 | +42.0% | 7,379 | +26.8% | 0.23% | +19.4% |
| NULV | Sell | NUSHARES ETF TRnuveen esg lrgvl | $1,414,212 | -0.5% | 41,509 | -0.1% | 0.23% | -16.2% |
| ESGE | Buy | ISHARES INCesg awr msci em | $1,395,412 | +75.8% | 44,327 | +67.9% | 0.22% | +48.0% |
| MDT | New | MEDTRONIC PLC | $1,359,879 | – | 16,727 | +100.0% | 0.22% | – |
| LQDH | Sell | ISHARES U S ETF TRint rt hdg c b | $1,354,954 | -39.2% | 14,787 | -40.0% | 0.22% | -48.9% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,355,249 | +6.6% | 12,995 | +4.9% | 0.22% | -10.3% |
| MPC | Sell | MARATHON PETE CORP | $1,326,367 | +15.6% | 9,837 | -0.2% | 0.21% | -2.7% |
| PTBD | Buy | PACER FDS TRtrendpilot us bd | $1,312,479 | +68.3% | 65,233 | +68.2% | 0.21% | +42.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,305,835 | +3.6% | 5,220 | +0.1% | 0.21% | -12.9% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $1,299,337 | +40.2% | 5,272 | +41.1% | 0.21% | +17.4% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $1,293,153 | +2.4% | 22,090 | +1.2% | 0.21% | -14.0% |
| NVDA | Buy | NVIDIA CORPORATION | $1,245,769 | +113.3% | 4,485 | +12.2% | 0.20% | +79.5% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $1,240,168 | +37.6% | 11,659 | +28.8% | 0.20% | +15.6% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $1,209,664 | +183.7% | 8,707 | +146.1% | 0.20% | +137.8% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $1,207,676 | +20.4% | 23,109 | +18.7% | 0.20% | +1.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,192,645 | +9.4% | 31,460 | +0.9% | 0.19% | -8.1% |
| SUSC | Buy | ISHARES TResg awre usd etf | $1,180,785 | +28.9% | 51,305 | +24.9% | 0.19% | +8.6% |
| NULG | Sell | NUSHARES ETF TRnuveen esg lrgcp | $1,167,196 | +8.9% | 20,940 | -4.5% | 0.19% | -8.3% |
| PCEF | Buy | INVESCO EXCH TRADED FD TR II | $1,168,084 | +3.1% | 64,110 | +2.5% | 0.19% | -13.4% |
| FISV | Buy | FISERV INC | $1,157,314 | +35.9% | 10,239 | +21.5% | 0.19% | +14.7% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,154,551 | -5.8% | 15,781 | -2.8% | 0.19% | -20.9% |
| Buy | SIMPLIFY EXCHANGE TRADED FUNmanaged futures | $1,150,601 | +253.9% | 49,129 | +293.1% | 0.18% | +198.4% | |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,116,802 | +2.5% | 10,867 | +0.6% | 0.18% | -13.9% |
| NUSC | Sell | NUSHARES ETF TRnuveen esg smlcp | $1,108,050 | +2.0% | 31,292 | -1.6% | 0.18% | -13.9% |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $1,084,923 | -20.3% | 9,472 | -24.8% | 0.18% | -33.0% |
| DRI | Buy | DARDEN RESTAURANTS INC | $1,049,788 | +21.7% | 6,766 | +8.5% | 0.17% | +2.4% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,050,196 | +5.5% | 14,686 | +0.7% | 0.17% | -11.5% |
| DVN | Buy | DEVON ENERGY CORP NEW | $1,048,712 | +31.7% | 20,721 | +60.0% | 0.17% | +10.5% |
| HAL | Buy | HALLIBURTON CO | $1,021,782 | +126.5% | 32,294 | +181.7% | 0.16% | +91.9% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,022,630 | -74.7% | 16,388 | -74.1% | 0.16% | -78.7% |
| GLD | Sell | SPDR GOLD TR | $1,015,039 | +6.3% | 5,540 | -1.6% | 0.16% | -10.4% |
| Buy | DIMENSIONAL ETF TRUST | $1,016,073 | +14.0% | 23,908 | +12.0% | 0.16% | -4.1% | |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,014,574 | +156.5% | 31,587 | +137.1% | 0.16% | +115.8% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,008,828 | +1.7% | 13,234 | +0.3% | 0.16% | -14.2% |
| PEP | Sell | PEPSICO INC | $973,688 | -4.7% | 5,341 | -5.0% | 0.16% | -19.9% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $974,311 | +142.6% | 11,292 | +137.8% | 0.16% | +103.9% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $976,161 | -56.7% | 38,984 | -15.3% | 0.16% | -63.7% |
| PHB | Buy | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $958,235 | +7.3% | 54,725 | +4.9% | 0.15% | -9.9% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $905,650 | +33.3% | 11,023 | +31.6% | 0.15% | +12.3% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $900,079 | -8.5% | 8,187 | -10.1% | 0.14% | -22.9% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $899,051 | -58.6% | 6,466 | -56.5% | 0.14% | -65.1% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $890,115 | +7.2% | 16,647 | +0.6% | 0.14% | -10.1% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $881,356 | +3.0% | 9,417 | +0.5% | 0.14% | -13.4% |
| DON | New | WISDOMTREE TRus midcap divid | $881,972 | – | 21,522 | +100.0% | 0.14% | – |
| COWZ | Sell | PACER FDS TRus cash cows 100 | $884,044 | -38.6% | 18,829 | -39.5% | 0.14% | -48.6% |
| IFRA | Buy | ISHARES TRus infrastruc | $853,858 | +3.6% | 22,879 | +0.7% | 0.14% | -12.7% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $849,626 | +3.7% | 3,926 | -3.9% | 0.14% | -12.7% |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $849,931 | +2.8% | 11,512 | 0.0% | 0.14% | -13.3% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $846,511 | -7.2% | 11,836 | -14.8% | 0.14% | -22.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $833,040 | +15.6% | 8,010 | -1.4% | 0.13% | -2.9% |
| KO | Buy | COCA COLA CO | $833,400 | +4.5% | 13,337 | +6.4% | 0.13% | -12.4% |
| XOM | Sell | EXXON MOBIL CORP | $822,492 | -6.9% | 7,500 | -6.4% | 0.13% | -21.3% |
| PXD | Sell | PIONEER NAT RES CO | $817,698 | -52.6% | 4,004 | -47.0% | 0.13% | -60.0% |
| URA | Buy | GLOBAL X FDSglobal x uranium | $804,534 | +6.4% | 40,368 | +7.5% | 0.13% | -10.3% |
| ABBV | Sell | ABBVIE INC | $801,766 | -9.1% | 5,031 | -7.8% | 0.13% | -23.7% |
| PFE | Sell | PFIZER INC | $788,807 | -21.4% | 19,334 | -1.3% | 0.13% | -33.9% |
| CVX | Sell | CHEVRON CORP NEW | $780,855 | -11.1% | 4,786 | -2.2% | 0.13% | -25.0% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $766,495 | +8.1% | 8,733 | +1.4% | 0.12% | -8.8% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $761,643 | +15.3% | 9,172 | +14.5% | 0.12% | -3.1% |
| IWR | Buy | ISHARES TRrus mid cap etf | $757,723 | +36.5% | 10,837 | +31.6% | 0.12% | +15.1% |
| MCD | Sell | MCDONALDS CORP | $746,207 | -10.9% | 2,669 | -16.0% | 0.12% | -25.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $743,802 | -5.4% | 10,732 | -1.8% | 0.12% | -20.5% |
| WDIV | Buy | SPDR INDEX SHS FDSs&p glbdiv etf | $746,489 | +9.6% | 12,660 | +9.1% | 0.12% | -7.7% |
| NUMV | Buy | NUSHARES ETF TRnuveen esg midvl | $739,740 | -3.5% | 25,775 | +0.0% | 0.12% | -19.0% |
| PTMC | Buy | PACER FDS TRtrendp us mid cp | $726,408 | +258.6% | 22,879 | +252.5% | 0.12% | +200.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $719,003 | +4.2% | 10,622 | +8.5% | 0.12% | -12.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $713,831 | -35.0% | 18,090 | -37.6% | 0.12% | -45.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $698,476 | +123.0% | 2,173 | +84.8% | 0.11% | +88.3% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $700,650 | -6.9% | 4,469 | -7.9% | 0.11% | -21.5% |
| NUMG | Sell | NUSHARES ETF TRnuveen esg midcp | $666,043 | +0.9% | 17,422 | -7.1% | 0.11% | -15.1% |
| IDXX | IDEXX LABS INC | $640,102 | +22.6% | 1,280 | 0.0% | 0.10% | +3.0% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $628,857 | +6.8% | 3,081 | +0.1% | 0.10% | -10.6% |
| PID | Buy | INVESCO EXCHANGE TRADED FD Tintl divi achi | $629,381 | +6.8% | 35,299 | +0.1% | 0.10% | -10.6% |
| Sell | SPDR INDEX SHS FDSspdr blmberg sas | $616,443 | -3.0% | 26,132 | -5.9% | 0.10% | -18.9% | |
| IGM | ISHARES TRexpnd tec sc etf | $610,776 | +21.2% | 1,800 | 0.0% | 0.10% | +1.0% | |
| QCOM | Sell | QUALCOMM INC | $601,624 | +15.3% | 4,716 | -0.7% | 0.10% | -3.0% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $576,241 | +17.9% | 18,428 | +9.6% | 0.09% | -1.1% |
| DES | New | WISDOMTREE TRus smallcap divd | $570,543 | – | 19,977 | +100.0% | 0.09% | – |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $570,473 | +14.5% | 29,255 | +13.3% | 0.09% | -3.2% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $565,978 | -75.6% | 6,164 | -75.7% | 0.09% | -79.6% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $564,570 | +7.8% | 7,239 | -0.8% | 0.09% | -9.0% |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $559,021 | +20.1% | 3,781 | 0.0% | 0.09% | +1.1% | |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $544,304 | +0.1% | 3,511 | -0.5% | 0.09% | -15.4% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $539,194 | +111.2% | 4,919 | +103.1% | 0.09% | +77.6% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $530,983 | +17.8% | 20,839 | +12.2% | 0.09% | 0.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $534,442 | +5.2% | 2,755 | -5.7% | 0.09% | -11.3% |
| DBP | New | INVESCO DB MULTI-SECTOR COMMprecious metal | $527,703 | – | 10,339 | +100.0% | 0.08% | – |
| ASGI | New | ABRDN GLOBAL INFRA INCOME FU | $528,868 | – | 29,447 | +100.0% | 0.08% | – |
| USCI | Buy | UNITED STS COMMODITY INDEX F | $526,427 | +10.9% | 9,702 | +15.0% | 0.08% | -6.6% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $526,683 | -3.6% | 23,778 | -2.5% | 0.08% | -19.0% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $508,989 | +3.7% | 7,505 | -1.6% | 0.08% | -12.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $489,637 | -2.4% | 5,911 | +3.1% | 0.08% | -17.7% |
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $489,094 | +2.5% | 8,157 | 0.0% | 0.08% | -13.2% | |
| TIP | Sell | ISHARES TRtips bd etf | $484,085 | -57.6% | 4,391 | -59.0% | 0.08% | -64.2% |
| NFJ | New | VIRTUS DIVIDEND INTEREST & P | $483,795 | – | 41,139 | +100.0% | 0.08% | – |
| AGZD | New | WISDOMTREE TRintrst rate hdge | $479,004 | – | 11,004 | +100.0% | 0.08% | – |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $480,285 | -0.8% | 1,045 | -4.0% | 0.08% | -17.2% |
| TSLA | Sell | TESLA INC | $469,897 | +63.6% | 2,265 | -2.9% | 0.08% | +38.2% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $470,883 | +6.9% | 5,113 | 0.0% | 0.08% | -9.5% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $458,032 | +3.3% | 2,172 | -0.2% | 0.07% | -12.9% |
| FALN | Sell | ISHARES TRfaln angls usd | $462,137 | -94.5% | 18,288 | -94.7% | 0.07% | -95.4% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $452,148 | +13.1% | 8,985 | +13.0% | 0.07% | -5.2% |
| T | Sell | AT&T INC | $439,182 | +1.4% | 22,815 | -3.0% | 0.07% | -14.5% |
| AGZ | Sell | ISHARES TRagency bond etf | $440,280 | -15.0% | 4,068 | -16.4% | 0.07% | -28.3% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $439,943 | -12.8% | 7,367 | -13.2% | 0.07% | -26.8% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $435,197 | -16.0% | 7,313 | -20.3% | 0.07% | -29.3% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $423,110 | +85.1% | 12,397 | +78.7% | 0.07% | +54.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $403,546 | -3.8% | 4,096 | +0.0% | 0.06% | -18.8% |
| UAUG | Sell | INNOVATOR ETFS TRus eqt ultra bf | $395,969 | -4.8% | 14,641 | -8.0% | 0.06% | -20.0% |
| BAC | Sell | BANK AMERICA CORP | $391,422 | -17.3% | 13,686 | -4.3% | 0.06% | -30.8% |
| PWV | Sell | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $382,390 | -5.4% | 8,445 | -1.7% | 0.06% | -19.5% |
| RMT | Sell | ROYCE MICRO-CAP TR INC | $381,723 | -20.7% | 43,526 | -21.5% | 0.06% | -32.6% |
| EUSA | Buy | ISHARES INCmsci equal weite | $387,118 | +9.1% | 5,124 | +5.4% | 0.06% | -8.8% |
| CVS | Sell | CVS HEALTH CORP | $380,409 | -24.0% | 5,119 | -4.7% | 0.06% | -36.5% |
| ILTB | ISHARES TRcore lt usdb etf | $367,728 | +5.5% | 6,844 | 0.0% | 0.06% | -11.9% | |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $367,373 | -3.0% | 2,233 | -6.6% | 0.06% | -19.2% |
| VONE | New | VANGUARD SCOTTSDALE FDSvng rus1000idx | $356,263 | – | 1,912 | +100.0% | 0.06% | – |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $345,693 | -0.6% | 8,338 | -1.9% | 0.06% | -16.4% |
| IYE | Sell | ISHARES TRu.s. energy etf | $344,511 | -64.8% | 7,875 | -62.6% | 0.06% | -70.1% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $344,149 | +0.4% | 1,032 | 0.0% | 0.06% | -16.7% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $336,659 | +0.9% | 1,776 | -2.3% | 0.05% | -15.6% |
| SO | Buy | SOUTHERN CO | $334,059 | +65.0% | 4,801 | +69.4% | 0.05% | +38.5% |
| WFC | Sell | WELLS FARGO CO NEW | $333,666 | -13.8% | 8,926 | -4.8% | 0.05% | -27.0% |
| QQQX | Sell | NUVEEN NASDAQ 100 DYNAMIC OV | $334,549 | +1.0% | 13,732 | -15.3% | 0.05% | -14.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $337,243 | -5.2% | 2,573 | +1.9% | 0.05% | -20.6% |
| DGX | QUEST DIAGNOSTICS INC | $325,828 | -9.6% | 2,303 | 0.0% | 0.05% | -23.2% | |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $324,879 | +8.8% | 1,739 | +1.5% | 0.05% | -8.8% |
| CAT | Buy | CATERPILLAR INC | $321,752 | +1.0% | 1,406 | +5.7% | 0.05% | -14.8% |
| PPL | Buy | PPL CORP | $324,253 | +14.2% | 11,568 | +20.0% | 0.05% | -3.7% |
| IYH | Sell | ISHARES TRus hlthcare etf | $324,668 | -14.2% | 1,189 | -10.9% | 0.05% | -27.8% |
| ABT | Sell | ABBOTT LABS | $323,695 | -25.2% | 3,197 | -18.9% | 0.05% | -37.3% |
| NUEM | Buy | NUSHARES ETF TRnuveen esg emrgn | $316,690 | +7.1% | 11,786 | +1.4% | 0.05% | -10.5% |
| WM | New | WASTE MGMT INC DEL | $319,336 | – | 1,957 | +100.0% | 0.05% | – |
| SMB | VANECK ETF TRUSTvaneck shrt muni | $309,485 | +0.7% | 18,205 | 0.0% | 0.05% | -15.3% | |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $308,489 | -6.4% | 6,447 | -12.4% | 0.05% | -20.6% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $313,284 | -82.4% | 4,346 | -82.8% | 0.05% | -85.3% |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $310,581 | – | 2,399 | +100.0% | 0.05% | – |
| TGT | New | TARGET CORP | $307,872 | – | 1,859 | +100.0% | 0.05% | – |
| DIS | Buy | DISNEY WALT CO | $311,212 | +55.3% | 3,108 | +34.8% | 0.05% | +31.6% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $303,787 | +2.4% | 4,021 | -0.2% | 0.05% | -14.0% |
| IXN | Sell | ISHARES TRglobal tech etf | $303,764 | +18.8% | 5,588 | -2.0% | 0.05% | 0.0% |
| NEE | Sell | NEXTERA ENERGY INC | $303,864 | -13.1% | 3,942 | -5.8% | 0.05% | -26.9% |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $296,384 | – | 6,367 | +100.0% | 0.05% | – |
| Sell | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $289,478 | -1.4% | 6,420 | -9.5% | 0.05% | -16.1% | |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $284,390 | +13.1% | 3,718 | +11.3% | 0.05% | -4.2% |
| Sell | AMERICAN CENTY ETF TRemerging mkt val | $283,419 | +0.2% | 6,639 | -3.8% | 0.05% | -14.8% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $277,018 | +9.9% | 4,545 | 0.0% | 0.04% | -6.2% | |
| XMPT | Sell | VANECK ETF TRUST | $272,227 | -15.3% | 12,545 | -16.2% | 0.04% | -29.0% |
| AADR | Sell | ADVISORSHARES TRdorsey wrigt adr | $266,366 | -8.5% | 5,576 | -8.5% | 0.04% | -23.2% |
| BJUN | INNOVATOR ETFS TRus eqty bufr jun | $265,600 | +4.7% | 8,300 | 0.0% | 0.04% | -12.2% | |
| RYLD | Sell | GLOBAL X FDSrussell 2000 | $260,276 | -6.3% | 14,492 | -0.9% | 0.04% | -20.8% |
| MO | Sell | ALTRIA GROUP INC | $262,128 | -3.8% | 5,753 | -1.5% | 0.04% | -19.2% |
| SIZE | Buy | ISHARES TRmsci usa sze ft | $263,181 | +4.9% | 2,233 | +1.2% | 0.04% | -12.5% |
| INTC | New | INTEL CORP | $251,752 | – | 7,706 | +100.0% | 0.04% | – |
| OXY | OCCIDENTAL PETE CORP | $254,867 | -0.8% | 4,071 | 0.0% | 0.04% | -16.3% | |
| BA | Sell | BOEING CO | $253,137 | +6.0% | 1,192 | -4.9% | 0.04% | -10.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $246,538 | +0.8% | 2,337 | +3.5% | 0.04% | -14.9% |
| BP | BP PLCsponsored adr | $242,512 | +8.6% | 6,392 | 0.0% | 0.04% | -9.3% | |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $239,129 | -58.5% | 5,029 | -59.0% | 0.04% | -64.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $238,481 | +14.9% | 480 | +5.5% | 0.04% | -5.0% |
| AVDE | New | AMERICAN CENTY ETF TRintl eqt etf | $233,823 | – | 4,100 | +100.0% | 0.04% | – |
| SBUX | Sell | STARBUCKS CORP | $234,961 | +1.7% | 2,256 | -3.2% | 0.04% | -13.6% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $237,773 | +18.0% | 617 | +3.0% | 0.04% | -2.6% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $228,215 | -0.1% | 14,299 | +5.1% | 0.04% | -15.9% |
| LLY | LILLY ELI & CO | $230,435 | -6.1% | 671 | 0.0% | 0.04% | -21.3% | |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $232,048 | +6.4% | 4,758 | -0.7% | 0.04% | -11.9% |
| FDX | New | FEDEX CORP | $222,398 | – | 968 | +100.0% | 0.04% | – |
| VONV | Sell | VANGUARD SCOTTSDALE FDSvng rus1000val | $222,095 | -91.0% | 3,324 | -91.1% | 0.04% | -92.4% |
| MDLZ | New | MONDELEZ INTL INCcl a | $219,008 | – | 3,124 | +100.0% | 0.04% | – |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $217,685 | -40.9% | 4,320 | -41.0% | 0.04% | -50.7% |
| ICSH | Sell | ISHARES TRblackrock ultra | $219,593 | -2.5% | 4,370 | -2.9% | 0.04% | -18.6% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $214,057 | +6.3% | 3,877 | -0.4% | 0.03% | -12.8% |
| HSY | Sell | HERSHEY CO | $211,160 | -11.5% | 830 | -19.4% | 0.03% | -26.1% |
| MMM | New | 3M CO | $211,002 | – | 2,007 | +100.0% | 0.03% | – |
| DIVO | New | AMPLIFY ETF TRcwp enhanced div | $202,782 | – | 5,717 | +100.0% | 0.03% | – |
| IMTB | Sell | ISHARES TRcr 5 10 yr etf | $202,400 | -17.4% | 4,621 | -19.4% | 0.03% | -29.8% |
| NUHY | New | NUSHARES ETF TResg hi tld crp | $198,546 | – | 9,567 | +100.0% | 0.03% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $200,863 | – | 3,765 | +100.0% | 0.03% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $196,901 | – | 1,728 | +100.0% | 0.03% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $198,912 | – | 3,130 | +100.0% | 0.03% | – |
| ITA | Sell | ISHARES TRus aer def etf | $192,759 | -48.1% | 1,675 | -49.6% | 0.03% | -56.3% |
| IGSB | Sell | ISHARES TR | $189,171 | -30.1% | 3,743 | -31.1% | 0.03% | -42.3% |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $185,404 | – | 2,416 | +100.0% | 0.03% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $185,108 | – | 3,154 | +100.0% | 0.03% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $180,084 | – | 3,691 | +100.0% | 0.03% | – |
| XBI | Sell | SPDR SER TRs&p biotech | $167,988 | -80.2% | 2,204 | -78.4% | 0.03% | -83.3% |
| PNOV | New | INNOVATOR ETFS TRus eqty pwr buf | $159,763 | – | 5,024 | +100.0% | 0.03% | – |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $159,607 | – | 3,528 | +100.0% | 0.03% | – |
| VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $163,253 | – | 2,492 | +100.0% | 0.03% | – |
| New | AMERICAN CENTY ETF TRavantis responsi | $156,752 | – | 3,100 | +100.0% | 0.02% | – | |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $149,808 | -37.1% | 2,794 | -39.3% | 0.02% | -47.8% |
| EWC | New | ISHARES INCmsci cda etf | $136,720 | – | 4,000 | +100.0% | 0.02% | – |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $136,294 | -23.0% | 12,003 | -3.4% | 0.02% | -35.3% |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $135,445 | – | 3,623 | +100.0% | 0.02% | – |
| FDRR | New | FIDELITY COVINGTON TRUSTdivid etf risi | $130,356 | – | 3,206 | +100.0% | 0.02% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $132,066 | – | 1,790 | +100.0% | 0.02% | – |
| SDY | New | SPDR SER TRs&p divid etf | $132,122 | – | 1,068 | +100.0% | 0.02% | – |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $127,421 | -65.9% | 6,126 | -66.3% | 0.02% | -70.8% |
| EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $124,390 | – | 5,355 | +100.0% | 0.02% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $125,671 | – | 3,728 | +100.0% | 0.02% | – |
| PFF | New | ISHARES TRpfd and incm sec | $125,099 | – | 4,007 | +100.0% | 0.02% | – |
| New | SPDR INDEX SHS FDSspdr bloomberg s | $122,653 | – | 4,734 | +100.0% | 0.02% | – | |
| GRNB | New | VANECK ETF TRUSTgreen bond etf | $119,853 | – | 5,098 | +100.0% | 0.02% | – |
| BOE | Buy | BLACKROCK ENHANCED GLOBAL DI | $118,783 | +9.1% | 11,962 | +5.0% | 0.02% | -9.5% |
| BGY | Sell | BLACKROCK ENHANCED INTL DIV | $114,928 | +5.7% | 21,283 | -1.7% | 0.02% | -9.5% |
| DVY | New | ISHARES TRselect divid etf | $118,469 | – | 1,011 | +100.0% | 0.02% | – |
| New | DIMENSIONAL ETF TRUSTus small cap val | $120,376 | – | 4,829 | +100.0% | 0.02% | – | |
| BGRN | New | ISHARES TRusd grn bond etf | $117,915 | – | 2,504 | +100.0% | 0.02% | – |
| VSGX | New | VANGUARD WORLD FDesg intl stk etf | $117,810 | – | 2,250 | +100.0% | 0.02% | – |
| GAL | New | SSGA ACTIVE ETF TRglobl allo etf | $117,141 | – | 2,997 | +100.0% | 0.02% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $109,363 | – | 1,356 | +100.0% | 0.02% | – |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $111,554 | – | 1,437 | +100.0% | 0.02% | – |
| NYCB | Sell | NEW YORK CMNTY BANCORP INC | $110,586 | -2.8% | 12,233 | -7.6% | 0.02% | -18.2% |
| PIO | New | INVESCO EXCH TRADED FD TR IIglobal water | $113,055 | – | 3,232 | +100.0% | 0.02% | – |
| NUBD | New | NUSHARES ETF TRnuveen esg us | $112,664 | – | 5,041 | +100.0% | 0.02% | – |
| BAUG | New | INNOVATOR ETFS TRus equt bufr aug | $113,624 | – | 3,600 | +100.0% | 0.02% | – |
| PAUG | New | INNOVATOR ETFS TRus eqty pwr bf | $113,575 | – | 3,850 | +100.0% | 0.02% | – |
| New | DIMENSIONAL ETF TRUSTshort duration f | $113,057 | – | 2,423 | +100.0% | 0.02% | – | |
| New | DIMENSIONAL ETF TRUSTus high profitab | $110,044 | – | 4,377 | +100.0% | 0.02% | – | |
| IGA | New | VOYA GLBL ADV & PREM OPP FD | $111,105 | – | 13,010 | +100.0% | 0.02% | – |
| IGD | New | VOYA GLBL EQTY DIV & PREM OP | $108,992 | – | 21,371 | +100.0% | 0.02% | – |
| UDEC | New | INNOVATOR ETFS TRus eqty ultra b | $103,112 | – | 3,617 | +100.0% | 0.02% | – |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $104,613 | -73.5% | 1,938 | -74.2% | 0.02% | -77.6% |
| FV | New | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $97,223 | – | 2,157 | +100.0% | 0.02% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $100,991 | – | 675 | +100.0% | 0.02% | – |
| ISCG | New | ISHARES TRmrgstr sm cp gr | $97,456 | – | 2,500 | +100.0% | 0.02% | – |
| SPIP | New | SPDR SER TRportfli tips etf | $99,719 | – | 3,739 | +100.0% | 0.02% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $95,886 | – | 1,991 | +100.0% | 0.02% | – |
| CALF | New | PACER FDS TRpacer us small | $95,150 | – | 2,500 | +100.0% | 0.02% | – |
| PFEB | New | INNOVATOR ETFS TRus eqty pwr buf | $95,085 | – | 3,253 | +100.0% | 0.02% | – |
| FVC | New | FIRST TR EXCHANGE-TRADED FDdorsey wright | $95,576 | – | 2,898 | +100.0% | 0.02% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $86,866 | – | 369 | +100.0% | 0.01% | – |
| SPSB | New | SPDR SER TRportfolio short | $87,468 | – | 2,952 | +100.0% | 0.01% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $87,388 | – | 2,300 | +100.0% | 0.01% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $87,720 | – | 2,000 | +100.0% | 0.01% | – |
| IBB | New | ISHARES TRishares biotech | $82,533 | – | 639 | +100.0% | 0.01% | – |
| VTHR | New | VANGUARD SCOTTSDALE FDSvng rus3000idx | $83,218 | – | 454 | +100.0% | 0.01% | – |
| ANGL | New | VANECK ETF TRUSTfallen angel hg | $82,491 | – | 2,944 | +100.0% | 0.01% | – |
| IYR | New | ISHARES TRu.s. real es etf | $72,165 | – | 850 | +100.0% | 0.01% | – |
| BNOV | New | INNOVATOR ETFS TRus eqty buf nov | $72,692 | – | 2,300 | +100.0% | 0.01% | – |
| NYF | New | ISHARES TRnew york mun etf | $71,917 | – | 1,344 | +100.0% | 0.01% | – |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $74,526 | -98.1% | 1,366 | -98.2% | 0.01% | -98.4% |
| SUSB | New | ISHARES TResg awre 1 5 yr | $72,589 | – | 3,017 | +100.0% | 0.01% | – |
| UNOV | New | INNOVATOR ETFS TRus eqty ultra bu | $69,506 | – | 2,400 | +100.0% | 0.01% | – |
| URTH | New | ISHARES INCmsci world etf | $70,602 | – | 600 | +100.0% | 0.01% | – |
| KWEB | New | KRANESHARES TRcsi chi internet | $69,600 | – | 2,231 | +100.0% | 0.01% | – |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $68,915 | -95.7% | 1,653 | -95.8% | 0.01% | -96.4% |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $67,928 | – | 1,419 | +100.0% | 0.01% | – |
| EMLP | New | FIRST TR EXCHANGE-TRADED FDno amer energy | $68,892 | – | 2,587 | +100.0% | 0.01% | – |
| DTD | New | WISDOMTREE TRus total dividnd | $63,559 | – | 1,049 | +100.0% | 0.01% | – |
| NUDM | New | NUSHARES ETF TRnuveen esg intl | $61,948 | – | 2,203 | +100.0% | 0.01% | – |
| SHV | New | ISHARES TRshort treas bd | $60,112 | – | 544 | +100.0% | 0.01% | – |
| HYLS | New | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $62,503 | – | 1,572 | +100.0% | 0.01% | – |
| SPMD | New | SPDR SER TRportfolio s&p400 | $64,245 | – | 1,462 | +100.0% | 0.01% | – |
| PDP | New | INVESCO EXCHANGE TRADED FD Tdwa momentum | $53,179 | – | 700 | +100.0% | 0.01% | – |
| PIZ | New | INVESCO EXCH TRADED FD TR IIdwa dev mkts | $53,928 | – | 1,800 | +100.0% | 0.01% | – |
| TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $53,711 | – | 993 | +100.0% | 0.01% | – |
| BFEB | New | INNOVATOR ETFS TRus eqty bufr feb | $51,177 | – | 1,600 | +100.0% | 0.01% | – |
| UMAR | New | INNOVATOR ETFS TRus eqt ultra bf | $51,696 | – | 1,800 | +100.0% | 0.01% | – |
| SPSM | New | SPDR SER TRportfolio s&p600 | $50,658 | – | 1,341 | +100.0% | 0.01% | – |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $47,562 | – | 1,060 | +100.0% | 0.01% | – |
| PSEP | New | INNOVATOR ETFS TRus eqty pwr buf | $52,156 | – | 1,700 | +100.0% | 0.01% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $48,562 | – | 650 | +100.0% | 0.01% | – |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $49,394 | – | 677 | +100.0% | 0.01% | – |
| BSEP | New | INNOVATOR ETFS TRus eqty buf sep | $51,387 | – | 1,600 | +100.0% | 0.01% | – |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $52,638 | – | 200 | +100.0% | 0.01% | – |
| USXF | New | ISHARES TResg msci usa etf | $49,969 | – | 1,511 | +100.0% | 0.01% | – |
| New | DIMENSIONAL ETF TRUSTintl high profit | $44,263 | – | 1,831 | +100.0% | 0.01% | – | |
| IXG | New | ISHARES TRglobal finls etf | $43,918 | – | 636 | +100.0% | 0.01% | – |
| DIM | New | WISDOMTREE TRintl midcap dv | $44,780 | – | 766 | +100.0% | 0.01% | – |
| IYT | New | ISHARES TRus trsprtion | $40,556 | – | 178 | +100.0% | 0.01% | – |
| New | DIMENSIONAL ETF TRUSTintl small cap v | $44,476 | – | 1,868 | +100.0% | 0.01% | – | |
| RYU | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $44,793 | – | 395 | +100.0% | 0.01% | – |
| ERTH | New | INVESCO EXCHANGE TRADED FD Tinvesco msci | $35,261 | – | 718 | +100.0% | 0.01% | – |
| SUSL | Sell | ISHARES TResg msci leadr | $38,409 | -95.5% | 539 | -95.8% | 0.01% | -96.3% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $38,450 | – | 297 | +100.0% | 0.01% | – |
| IWB | Sell | ISHARES TRrus 1000 etf | $37,839 | -95.8% | 168 | -96.0% | 0.01% | -96.5% |
| EAGG | New | ISHARES TResg awr us agrgt | $36,093 | – | 751 | +100.0% | 0.01% | – |
| AAXJ | New | ISHARES TRmsci ac asia etf | $37,261 | – | 549 | +100.0% | 0.01% | – |
| IGRO | New | ISHARES TRintl div grwth | $38,857 | – | 641 | +100.0% | 0.01% | – |
| SMOG | New | VANECK ETF TRUSTlow carbn energy | $39,005 | – | 321 | +100.0% | 0.01% | – |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $28,829 | – | 528 | +100.0% | 0.01% | – |
| PGF | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $29,171 | – | 2,009 | +100.0% | 0.01% | – |
| DMXF | New | ISHARES TResg eafe etf | $31,344 | – | 526 | +100.0% | 0.01% | – |
| ICOW | New | PACER FDS TRdeveloped mrkt | $29,610 | – | 1,000 | +100.0% | 0.01% | – |
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $31,488 | – | 768 | +100.0% | 0.01% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $29,760 | – | 362 | +100.0% | 0.01% | – |
| EWG | New | ISHARES INCmsci germany etf | $31,448 | – | 1,105 | +100.0% | 0.01% | – |
| XSD | New | SPDR SER TRs&p semicndctr | $33,588 | – | 161 | +100.0% | 0.01% | – |
| DBO | New | INVESCO DB MULTI-SECTOR COMMoil fd | $26,226 | – | 1,800 | +100.0% | 0.00% | – |
| ICVT | Sell | ISHARES TRconv bd etf | $25,691 | -95.8% | 354 | -96.0% | 0.00% | -96.6% |
| ACWI | New | ISHARES TRmsci acwi etf | $26,072 | – | 286 | +100.0% | 0.00% | – |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $23,221 | – | 1,354 | +100.0% | 0.00% | – |
| DEW | New | WISDOMTREE TRglb high div fd | $22,181 | – | 474 | +100.0% | 0.00% | – |
| MLN | New | VANECK ETF TRUSTlong muni etf | $26,187 | – | 1,454 | +100.0% | 0.00% | – |
| AVEM | New | AMERICAN CENTY ETF TRavantis emgmkt | $26,445 | – | 500 | +100.0% | 0.00% | – |
| ESML | New | ISHARES TResg aware msci | $25,459 | – | 749 | +100.0% | 0.00% | – |
| ICF | New | ISHARES TRcohen steer reit | $19,772 | – | 356 | +100.0% | 0.00% | – |
| GDXJ | New | VANECK ETF TRUSTjunior gold mine | $17,736 | – | 449 | +100.0% | 0.00% | – |
| AOM | New | ISHARES TRmodert alloc etf | $18,814 | – | 472 | +100.0% | 0.00% | – |
| SOXQ | New | INVESCO EXCH TRADED FD TR IIinvesco phlx sm | $19,088 | – | 750 | +100.0% | 0.00% | – |
| CORP | New | PIMCO ETF TRinv grd crp bd | $17,158 | – | 178 | +100.0% | 0.00% | – |
| XJR | New | ISHARES TResg scrnd s&p sm | $19,972 | – | 589 | +100.0% | 0.00% | – |
| PXF | New | INVESCO EXCH TRADED FD TR IIftse rafi dev | $19,915 | – | 452 | +100.0% | 0.00% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $15,567 | – | 1,356 | +100.0% | 0.00% | – |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $17,078 | – | 225 | +100.0% | 0.00% | – |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $16,254 | – | 689 | +100.0% | 0.00% | – | |
| GDX | New | VANECK ETF TRUSTgold miners etf | $17,178 | – | 531 | +100.0% | 0.00% | – |
| SMLV | New | SPDR SER TRssga us smal etf | $21,026 | – | 200 | +100.0% | 0.00% | – |
| NLR | New | VANECK ETF TRUSTuranium pls nucl | $18,779 | – | 338 | +100.0% | 0.00% | – |
| IVLU | New | ISHARES TRmsci intl vlu ft | $12,990 | – | 524 | +100.0% | 0.00% | – |
| PJUN | New | INNOVATOR ETFS TRus eqty pwr buf | $10,156 | – | 330 | +100.0% | 0.00% | – |
| HYHG | New | PROSHARES TRhgh yld int rate | $15,290 | – | 256 | +100.0% | 0.00% | – |
| PJUL | New | INNOVATOR ETFS TRus eqty pwr buf | $10,789 | – | 341 | +100.0% | 0.00% | – |
| UOCT | New | INNOVATOR ETFS TRus eqty ultra b | $12,551 | – | 440 | +100.0% | 0.00% | – |
| EMNT | Sell | PIMCO ETF TRenhancd short | $14,459 | -94.2% | 148 | -94.1% | 0.00% | -95.7% |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $13,943 | – | 349 | +100.0% | 0.00% | – |
| FTXO | New | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $9,354 | – | 440 | +100.0% | 0.00% | – |
| GCOW | New | PACER FDS TRglobl cash etf | $13,116 | – | 390 | +100.0% | 0.00% | – |
| RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $9,659 | – | 35 | +100.0% | 0.00% | – |
| FMAT | New | FIDELITY COVINGTON TRUSTmsci matls index | $14,589 | – | 320 | +100.0% | 0.00% | – |
| JQUA | New | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $14,802 | – | 359 | +100.0% | 0.00% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $11,335 | – | 414 | +100.0% | 0.00% | – |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $9,427 | – | 123 | +100.0% | 0.00% | – |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $10,542 | -98.3% | 390 | -98.2% | 0.00% | -98.3% |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $13,740 | – | 98 | +100.0% | 0.00% | – |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $9,675 | – | 500 | +100.0% | 0.00% | – |
| AOK | New | ISHARES TRconser alloc etf | $10,138 | – | 290 | +100.0% | 0.00% | – |
| DLS | New | WISDOMTREE TRintl smcap div | $14,077 | – | 231 | +100.0% | 0.00% | – |
| DFE | New | WISDOMTREE TReurope smcp dv | $13,586 | – | 233 | +100.0% | 0.00% | – |
| MID | New | AMERICAN CENTY ETF TRmid cap grw imp | $6,050 | – | 133 | +100.0% | 0.00% | – |
| IDRV | New | ISHARES TRself drivng ev | $3,414 | – | 89 | +100.0% | 0.00% | – |
| VLUE | Sell | ISHARES TRmsci usa value | $6,574 | -97.3% | 71 | -97.3% | 0.00% | -97.8% |
| USHY | New | ISHARES TRbroad usd high | $3,128 | – | 88 | +100.0% | 0.00% | – |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $4,861 | – | 98 | +100.0% | 0.00% | – |
| XNTK | New | SPDR SER TRnyse tech etf | $6,787 | – | 56 | +100.0% | 0.00% | – |
| IYG | New | ISHARES TRu.s. fin svc etf | $4,076 | – | 27 | +100.0% | 0.00% | – |
| New | DIMENSIONAL ETF TRUSTus real estate e | $4,384 | – | 204 | +100.0% | 0.00% | – | |
| INDA | New | ISHARES TRmsci india etf | $7,203 | – | 183 | +100.0% | 0.00% | – |
| LDEM | New | ISHARES TResg msci em ldrs | $5,373 | – | 118 | +100.0% | 0.00% | – |
| AOA | New | ISHARES TRaggres alloc etf | $6,232 | – | 98 | +100.0% | 0.00% | – |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $4,828 | – | 114 | +100.0% | 0.00% | – |
| ISHG | New | ISHARES TR3yrtb etf | $5,618 | – | 80 | +100.0% | 0.00% | – |
| DTN | New | WISDOMTREE TRus ai enhanced | $5,346 | – | 58 | +100.0% | 0.00% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $8,901 | – | 450 | +100.0% | 0.00% | – |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $6,529 | – | 125 | +100.0% | 0.00% | – |
| BWX | New | SPDR SER TRbloomberg intl t | $6,196 | – | 268 | +100.0% | 0.00% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $5,767 | – | 57 | +100.0% | 0.00% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $3,476 | – | 23 | +100.0% | 0.00% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $9,166 | – | 67 | +100.0% | 0.00% | – |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $7,724 | – | 324 | +100.0% | 0.00% | – |
| PBW | New | INVESCO EXCHANGE TRADED FD Twilderhil clan | $5,011 | – | 124 | +100.0% | 0.00% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $8,343 | – | 104 | +100.0% | 0.00% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $2,283 | – | 23 | +100.0% | 0.00% | – |
| PXH | New | INVESCO EXCH TRADED FD TR IIftse rafi emng | $1,047 | – | 57 | +100.0% | 0.00% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $2,481 | – | 25 | +100.0% | 0.00% | – |
| VTWG | New | VANGUARD SCOTTSDALE FDSvng rus2000grw | $1,651 | – | 10 | +100.0% | 0.00% | – |
| YOLO | New | ADVISORSHARES TRpure cannabis | $26 | – | 9 | +100.0% | 0.00% | – |
| MSOS | New | ADVISORSHARES TRpure us cannabis | $40 | – | 7 | +100.0% | 0.00% | – |
| XHB | New | SPDR SER TRs&p homebuild | $1,762 | – | 26 | +100.0% | 0.00% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $706 | – | 6 | +100.0% | 0.00% | – |
| KRBN | New | KRANESHARES TRglobal carb stra | $595 | – | 15 | +100.0% | 0.00% | – |
| CWB | New | SPDR SER TRbbg conv sec etf | $1,073 | – | 16 | +100.0% | 0.00% | – |
| FLRN | New | SPDR SER TRbloomberg invt | $396 | – | 13 | +100.0% | 0.00% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $2,953 | – | 78 | +100.0% | 0.00% | – |
| SPTL | New | SPDR SER TRportfolio ln tsr | $1,235 | – | 40 | +100.0% | 0.00% | – |
| IEUR | New | ISHARES TRcore msci euro | $2,881 | – | 55 | +100.0% | 0.00% | – |
| IPAC | New | ISHARES TRcore msci pac | $2,546 | – | 45 | +100.0% | 0.00% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $2,346 | – | 38 | +100.0% | 0.00% | – |
| IQLT | New | ISHARES TRmsci intl qualty | $2,859 | – | 81 | +100.0% | 0.00% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -388 | -100.0% | -0.04% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -906 | -100.0% | -0.04% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -677 | -100.0% | -0.04% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -931 | -100.0% | -0.04% | – |
| CSX | Exit | CSX CORP | $0 | – | -7,470 | -100.0% | -0.04% | – |
| MGU | Exit | MACQUARIE GLOBAL INFRASTRUCT | $0 | – | -21,948 | -100.0% | -0.10% | – |
| IAT | Exit | ISHARES TRus regnl bks etf | $0 | – | -14,940 | -100.0% | -0.14% | – |
| DBE | Exit | INVESCO DB MULTI-SECTOR COMMenergy fd | $0 | – | -36,327 | -100.0% | -0.16% | – |
| DBC | Exit | INVESCO DB COMMDY INDX TRCKunit | $0 | – | -40,716 | -100.0% | -0.19% | – |
| OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -8,473 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-08
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.