$608 Million is the total value of WealthShield Partners, LLC's 474 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 32.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $43,464,011 | +15.4% | 90,999 | +4.2% | 7.15% | +26.0% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $14,695,477 | +19.2% | 177,087 | +4.5% | 2.42% | +30.3% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $8,550,742 | +14.2% | 58,075 | +2.7% | 1.41% | +24.7% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $7,316,688 | +10.4% | 104,375 | +1.5% | 1.20% | +20.6% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $5,953,252 | +17.6% | 81,129 | +3.9% | 0.98% | +28.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,748,347 | +18.6% | 33,794 | +1.1% | 0.95% | +29.6% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $5,396,213 | +19.0% | 64,773 | +3.3% | 0.89% | +29.8% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $5,300,230 | +13.9% | 70,044 | +4.1% | 0.87% | +24.4% |
| HD | Buy | HOME DEPOT INC | $5,282,111 | +36.6% | 15,242 | +19.1% | 0.87% | +49.1% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $4,529,435 | +15.6% | 54,160 | +1.3% | 0.74% | +26.3% |
| IWC | Buy | ISHARES TRmicro-cap etf | $4,238,098 | +19.6% | 36,526 | +3.6% | 0.70% | +30.7% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,684,314 | +16.5% | 23,348 | +4.6% | 0.61% | +27.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,556,112 | +39.0% | 6,755 | +33.2% | 0.58% | +51.9% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $3,371,816 | +76.7% | 16,009 | +46.1% | 0.56% | +93.4% |
| IYW | Buy | ISHARES TRu.s. tech etf | $3,334,381 | +48.6% | 27,164 | +27.1% | 0.55% | +62.4% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $3,234,795 | +9.0% | 51,765 | +0.9% | 0.53% | +19.0% |
| OEF | New | ISHARES TRs&p 100 etf | $3,153,373 | – | 14,116 | +100.0% | 0.52% | – |
| WMT | Buy | WALMART INC | $3,044,500 | +10.5% | 19,243 | +11.7% | 0.50% | +20.7% |
| V | Buy | VISA INC | $3,046,007 | +15.6% | 11,700 | +2.2% | 0.50% | +26.2% |
| PANW | New | PALO ALTO NETWORKS INC | $3,033,136 | – | 10,286 | +100.0% | 0.50% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,932,924 | +33.0% | 27,094 | +16.5% | 0.48% | +45.5% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $2,809,149 | +56.3% | 21,873 | +33.9% | 0.46% | +70.5% |
| AVGO | Buy | BROADCOM INC | $2,803,647 | +44.8% | 2,512 | +7.8% | 0.46% | +57.9% |
| IQV | Buy | IQVIA HLDGS INC | $2,791,368 | +60.4% | 12,064 | +36.4% | 0.46% | +75.2% |
| TJX | Buy | TJX COS INC NEW | $2,781,847 | +16.4% | 29,654 | +10.3% | 0.46% | +27.2% |
| CVX | Buy | CHEVRON CORP NEW | $2,747,986 | +75.1% | 18,423 | +97.9% | 0.45% | +90.7% |
| CME | Buy | CME GROUP INC | $2,624,214 | +25.9% | 12,159 | +16.8% | 0.43% | +37.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,596,190 | +110.1% | 3,846 | +75.9% | 0.43% | +129.6% |
| MRK | Buy | MERCK & CO INC | $2,515,638 | +16.0% | 22,913 | +9.5% | 0.41% | +26.6% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $2,471,147 | +11.4% | 32,809 | +0.1% | 0.41% | +21.9% |
| TFI | Buy | SPDR SER TRnuveen blmbrg mu | $2,466,705 | +108.4% | 52,483 | +93.8% | 0.41% | +128.1% |
| LLY | Buy | ELI LILLY & CO | $2,468,666 | +122.4% | 4,235 | +104.9% | 0.41% | +143.1% |
| EDIV | Buy | SPDR INDEX SHS FDSs&p em mkt div | $2,292,400 | +9.9% | 70,492 | +0.6% | 0.38% | +20.1% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $2,251,108 | +23.9% | 20,343 | +14.3% | 0.37% | +35.4% |
| BA | Buy | BOEING CO | $2,220,205 | +973.9% | 8,518 | +689.4% | 0.36% | +1077.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,139,843 | +24.5% | 56,760 | +7.1% | 0.35% | +35.9% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $2,115,382 | +11.6% | 37,507 | +0.1% | 0.35% | +21.7% |
| SCHW | Buy | SCHWAB CHARLES CORP | $2,093,025 | +36.4% | 30,422 | +8.9% | 0.34% | +48.9% |
| MPC | Buy | MARATHON PETE CORP | $2,089,420 | +1.9% | 14,083 | +3.9% | 0.34% | +11.3% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $2,004,044 | +9210.7% | 20,791 | +8747.2% | 0.33% | +10900.0% |
| UNP | Buy | UNION PAC CORP | $1,959,438 | +35.1% | 7,978 | +12.0% | 0.32% | +47.5% |
| AMD | New | ADVANCED MICRO DEVICES INC | $1,963,943 | – | 13,323 | +100.0% | 0.32% | – |
| EMXC | New | ISHARES INCmsci emrg chn | $1,963,730 | – | 35,440 | +100.0% | 0.32% | – |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $1,916,852 | +1186.6% | 17,706 | +1070.3% | 0.32% | +1331.8% |
| AMGN | Buy | AMGEN INC | $1,802,141 | +127.3% | 6,257 | +112.1% | 0.30% | +149.6% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $1,764,961 | +2143.3% | 31,574 | +1917.5% | 0.29% | +2316.7% |
| Buy | WISDOMTREE TRfloatng rat trea | $1,720,638 | +323.1% | 34,248 | +323.8% | 0.28% | +363.9% | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,713,789 | +723.3% | 23,301 | +681.1% | 0.28% | +809.7% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,667,849 | +68.1% | 32,671 | +58.4% | 0.28% | +84.6% |
| STE | Buy | STERIS PLC | $1,664,484 | +3.8% | 7,571 | +3.6% | 0.27% | +13.2% |
| HAL | Buy | HALLIBURTON CO | $1,610,049 | -6.4% | 44,538 | +4.8% | 0.26% | +2.3% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,567,966 | +14.4% | 9,017 | +1.8% | 0.26% | +25.2% |
| LMT | New | LOCKHEED MARTIN CORP | $1,561,941 | – | 3,446 | +100.0% | 0.26% | – |
| PG | Buy | PROCTER AND GAMBLE CO | $1,493,889 | +1.9% | 10,194 | +1.5% | 0.25% | +11.3% |
| DRI | Buy | DARDEN RESTAURANTS INC | $1,477,097 | +32.0% | 8,990 | +15.0% | 0.24% | +43.8% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,450,267 | +14.7% | 31,102 | +1.5% | 0.24% | +25.1% |
| ICSH | Buy | ISHARES TRblackrock ultra | $1,307,648 | +262.8% | 25,966 | +263.0% | 0.22% | +298.1% |
| IXUS | New | ISHARES TRcore msci total | $1,295,522 | – | 19,953 | +100.0% | 0.21% | – |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $1,285,256 | +18.8% | 32,871 | +5.8% | 0.21% | +30.1% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $1,234,462 | +23.7% | 21,281 | +14.2% | 0.20% | +35.3% |
| UAUG | Buy | INNOVATOR ETFS TRus eqt ultra bf | $1,192,804 | +74.9% | 38,803 | +63.1% | 0.20% | +90.3% |
| SUSC | Buy | ISHARES TResg awre usd etf | $1,161,033 | +14.9% | 49,894 | +7.4% | 0.19% | +25.7% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,145,646 | +14.1% | 10,046 | +1.5% | 0.19% | +25.2% |
| DVN | Buy | DEVON ENERGY CORP NEW | $1,135,501 | +1.2% | 25,066 | +6.6% | 0.19% | +10.7% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,138,788 | +11.8% | 14,375 | +2.3% | 0.19% | +21.4% |
| TFC | Buy | TRUIST FINL CORP | $1,138,882 | +29.2% | 30,847 | +0.1% | 0.19% | +40.6% |
| GLD | Buy | SPDR GOLD TR | $1,130,579 | +13.8% | 5,914 | +2.1% | 0.19% | +24.0% |
| DON | Buy | WISDOMTREE TRus midcap divid | $1,112,301 | +12.5% | 24,334 | +0.8% | 0.18% | +22.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,094,603 | +8.2% | 7,767 | +1.3% | 0.18% | +18.4% |
| IFRA | Buy | ISHARES TRus infrastruc | $1,071,601 | +12.5% | 26,610 | +2.8% | 0.18% | +22.2% |
| JQUA | Buy | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $999,039 | +72.1% | 20,870 | +55.5% | 0.16% | +88.5% |
| DLR | New | DIGITAL RLTY TR INC | $965,906 | – | 7,113 | +100.0% | 0.16% | – |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $953,313 | +18.1% | 16,981 | +9.1% | 0.16% | +28.7% |
| CTRE | Buy | CARETRUST REIT INC | $937,368 | +22.4% | 41,367 | +12.2% | 0.15% | +33.9% |
| WDIV | Buy | SPDR INDEX SHS FDSs&p glbdiv etf | $926,884 | +13.1% | 15,328 | +2.1% | 0.15% | +24.4% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $904,084 | +16.6% | 8,772 | +1.5% | 0.15% | +27.4% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $862,338 | +17.9% | 25,566 | +10.7% | 0.14% | +29.1% |
| IXC | New | ISHARES TRglobal energ etf | $835,937 | – | 21,374 | +100.0% | 0.14% | – |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $769,366 | +17.8% | 15,245 | +17.2% | 0.13% | +29.6% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $740,722 | +14.8% | 23,013 | +0.6% | 0.12% | +25.8% |
| URA | Buy | GLOBAL X FDSglobal x uranium | $715,960 | +55.3% | 24,416 | +43.2% | 0.12% | +71.0% |
| PID | Buy | INVESCO EXCHANGE TRADED FD Tintl divi achi | $664,249 | +12.5% | 35,988 | +1.8% | 0.11% | +22.5% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $555,090 | +8.7% | 3,512 | +0.7% | 0.09% | +18.2% |
| ASGI | Buy | ABRDN GLOBAL INFRA INCOME FU | $544,563 | +14.2% | 30,153 | +1.8% | 0.09% | +25.0% |
| BAC | Buy | BANK AMERICA CORP | $511,004 | +36.8% | 15,177 | +11.2% | 0.08% | +50.0% |
| Buy | PIMCO ETF TR | $506,807 | +39.7% | 11,122 | +31.6% | 0.08% | +50.9% | |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $495,564 | +29.8% | 3,450 | +11.0% | 0.08% | +41.4% |
| WFC | Buy | WELLS FARGO CO NEW | $487,822 | +21.7% | 9,911 | +1.0% | 0.08% | +33.3% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $459,583 | +7.7% | 2,923 | +6.8% | 0.08% | +18.8% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $446,520 | +57.2% | 5,770 | +49.8% | 0.07% | +69.8% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $431,510 | +16.4% | 11,510 | +2.4% | 0.07% | +26.8% |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $433,025 | +8.6% | 8,605 | +1.3% | 0.07% | +18.3% | |
| BTZ | New | BLACKROCK CR ALLOCATION INCO | $418,786 | – | 40,580 | +100.0% | 0.07% | – |
| RMT | Buy | ROYCE MICRO-CAP TR INC | $408,667 | +15.0% | 44,228 | +3.0% | 0.07% | +24.1% |
| EUSA | Buy | ISHARES INCmsci equal weite | $393,322 | +27.0% | 4,658 | +13.6% | 0.06% | +38.3% |
| PWV | Buy | INVESCO EXCHANGE TRADED FD Tlarge cap value | $394,656 | +8.7% | 7,778 | +0.3% | 0.06% | +18.2% |
| PWR | New | QUANTA SVCS INC | $375,217 | – | 1,738 | +100.0% | 0.06% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $379,485 | – | 3,299 | +100.0% | 0.06% | – |
| CVS | Buy | CVS HEALTH CORP | $355,167 | +16.8% | 4,498 | +3.2% | 0.06% | +26.1% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $339,622 | +48.9% | 5,520 | +34.4% | 0.06% | +64.7% |
| RYLD | Buy | GLOBAL X FDSrussell 2000 | $320,517 | +1.2% | 18,958 | +2.1% | 0.05% | +10.4% |
| EMNT | Buy | PIMCO ETF TRenhancd short | $314,980 | +9.5% | 3,200 | +9.1% | 0.05% | +20.9% |
| FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $295,146 | – | 208 | +100.0% | 0.05% | – |
| IYR | Buy | ISHARES TRu.s. real es etf | $281,908 | +69.1% | 3,084 | +46.2% | 0.05% | +84.0% |
| OXY | Buy | OCCIDENTAL PETE CORP | $266,113 | -4.4% | 4,444 | +3.8% | 0.04% | +4.8% |
| ITA | Buy | ISHARES TRus aer def etf | $256,618 | +51.0% | 2,027 | +26.7% | 0.04% | +61.5% |
| SBUX | Buy | STARBUCKS CORP | $246,985 | +19.7% | 2,572 | +13.8% | 0.04% | +32.3% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $241,208 | +47.9% | 3,778 | +33.1% | 0.04% | +60.0% |
| TGT | New | TARGET CORP | $235,218 | – | 1,652 | +100.0% | 0.04% | – |
| BX | New | BLACKSTONE INC | $231,010 | – | 1,765 | +100.0% | 0.04% | – |
| DIS | New | DISNEY WALT CO | $230,015 | – | 2,539 | +100.0% | 0.04% | – |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $231,138 | +142.2% | 2,844 | +126.4% | 0.04% | +171.4% |
| BP | Buy | BP PLCsponsored adr | $231,587 | -7.2% | 6,542 | +1.5% | 0.04% | 0.0% |
| DIM | Buy | WISDOMTREE TRintl midcap dv | $223,211 | +50.6% | 3,673 | +39.2% | 0.04% | +68.2% |
| QQQX | Buy | NUVEEN NASDAQ 100 DYNAMIC OV | $224,925 | +2.3% | 9,716 | +1.2% | 0.04% | +12.1% |
| XMPT | Buy | VANECK ETF TRUST | $204,417 | +18.2% | 9,651 | +5.5% | 0.03% | +30.8% |
| Buy | AMERICAN CENTY ETF TRavantis responsi | $202,065 | +14.5% | 3,750 | +4.2% | 0.03% | +22.2% | |
| CI | New | THE CIGNA GROUP | $200,931 | – | 671 | +100.0% | 0.03% | – |
| FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $203,390 | – | 4,400 | +100.0% | 0.03% | – |
| SDY | Buy | SPDR SER TRs&p divid etf | $166,210 | +14.2% | 1,330 | +5.1% | 0.03% | +22.7% |
| GAL | Buy | SSGA ACTIVE ETF TRglobl allo etf | $156,602 | +20.0% | 3,779 | +10.6% | 0.03% | +30.0% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $145,032 | +551.5% | 2,400 | +500.0% | 0.02% | +700.0% |
| HYDB | New | ISHARES TRhigh yld bd fctr | $140,679 | – | 3,045 | +100.0% | 0.02% | – |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $119,878 | +35.1% | 879 | +27.6% | 0.02% | +53.8% |
| UNG | New | UNITED STS NAT GAS FD LPunit par | $124,215 | – | 24,500 | +100.0% | 0.02% | – |
| IWB | Buy | ISHARES TRrus 1000 etf | $116,181 | +324.5% | 443 | +281.9% | 0.02% | +375.0% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $110,692 | +29.2% | 2,051 | +16.4% | 0.02% | +38.5% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $101,679 | +846.2% | 892 | +741.5% | 0.02% | +750.0% |
| IBB | Buy | ISHARES TRishares biotech | $90,069 | +15.1% | 663 | +3.8% | 0.02% | +25.0% |
| PFXF | Buy | VANECK ETF TRUSTpreferred securt | $82,206 | +102.1% | 4,785 | +97.7% | 0.01% | +133.3% |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $79,258 | – | 860 | +100.0% | 0.01% | – |
| TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $76,130 | +3.4% | 1,427 | +0.4% | 0.01% | +18.2% |
| KWEB | Buy | KRANESHARES TRcsi chi internet | $59,895 | -0.9% | 2,218 | +0.5% | 0.01% | +11.1% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $62,205 | +11.7% | 1,277 | +0.4% | 0.01% | +25.0% |
| FLTR | New | VANECK ETF TRUSTig floating rate | $60,360 | – | 2,400 | +100.0% | 0.01% | – |
| JNK | New | SPDR SER TRbloomberg high y | $54,597 | – | 576 | +100.0% | 0.01% | – |
| PDEC | New | INNOVATOR ETFS TRus eqty pwr buf | $49,702 | – | 1,416 | +100.0% | 0.01% | – |
| New | THE ONCOLOGY INSTITUTE INC | $49,217 | – | 24,126 | +100.0% | 0.01% | – | |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $48,508 | +14.8% | 1,150 | +0.4% | 0.01% | +33.3% |
| ERTH | Buy | INVESCO EXCHANGE TRADED FD Tinvesco msci | $47,628 | +15.0% | 1,005 | +7.5% | 0.01% | +33.3% |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $44,152 | – | 713 | +100.0% | 0.01% | – |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $34,788 | +5023.4% | 297 | +4850.0% | 0.01% | – |
| UDEC | New | INNOVATOR ETFS TRus eqty ultra b | $35,435 | – | 1,106 | +100.0% | 0.01% | – |
| CMF | New | ISHARES TRcalif mun bd etf | $34,764 | – | 600 | +100.0% | 0.01% | – |
| PIM | New | PUTNAM MASTER INTER INCOME Tsh ben int | $31,900 | – | 10,000 | +100.0% | 0.01% | – |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $19,128 | +42.2% | 617 | +23.4% | 0.00% | +50.0% |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $15,908 | – | 304 | +100.0% | 0.00% | – |
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $17,077 | +124.4% | 686 | +111.7% | 0.00% | +200.0% |
| SJNK | New | SPDR SER TRbloomberg sht te | $13,225 | – | 526 | +100.0% | 0.00% | – |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $12,163 | – | 72 | +100.0% | 0.00% | – |
| IDV | New | ISHARES TRintl sel div etf | $11,196 | – | 400 | +100.0% | 0.00% | – |
| MID | Buy | AMERICAN CENTY ETF TRmid cap grw imp | $6,123 | +24.5% | 121 | +10.0% | 0.00% | 0.0% |
| SIL | New | GLOBAL X FDSglobal x silver | $1,653 | – | 58 | +100.0% | 0.00% | – |
| EMGF | New | ISHARES INCemng mkts eqt | $2,229 | – | 52 | +100.0% | 0.00% | – |
| New | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $1,027 | – | 17 | +100.0% | 0.00% | – | |
| USRT | New | ISHARES TRcre u s reit etf | $2,413 | – | 44 | +100.0% | 0.00% | – |
| SPLB | New | SPDR SER TRportfolio ln cor | $1,727 | – | 73 | +100.0% | 0.00% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $1,696 | – | 49 | +100.0% | 0.00% | – |
| COPX | New | GLOBAL X FDSglobal x copper | $2,236 | – | 59 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PACER FDS TR | 27 | Q2 2024 | 20.7% |
| ISHARES TR | 27 | Q2 2024 | 7.2% |
| ISHARES TR | 27 | Q2 2024 | 5.5% |
| VANGUARD SPECIALIZED FUNDS | 27 | Q2 2024 | 3.4% |
| ISHARES TR | 27 | Q2 2024 | 4.8% |
| PROSHARES TR | 27 | Q2 2024 | 3.4% |
| ISHARES TR | 27 | Q2 2024 | 1.8% |
| APPLE INC | 27 | Q2 2024 | 2.9% |
| ISHARES TR | 27 | Q2 2024 | 2.3% |
| ISHARES TR | 27 | Q2 2024 | 2.9% |
View WealthShield Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-26 |
| N-PX | 2024-07-19 |
| 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 |
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.