S&P 500   5,083.63 (+0.27%)
DOW   38,979.33 (+0.08%)
QQQ   437.63 (+0.54%)
AAPL   180.68 (-0.41%)
MSFT   408.68 (+0.24%)
META   488.28 (+0.88%)
GOOGL   136.99 (+0.45%)
AMZN   174.87 (+0.99%)
TSLA   199.99 (-1.01%)
NVDA   792.25 (+2.01%)
NIO   5.68 (+4.60%)
AMD   186.78 (+5.80%)
BABA   74.22 (-0.50%)
T   17.00 (+0.24%)
F   12.44 (+1.14%)
MU   89.66 (-0.06%)
CGC   3.32 (-1.19%)
GE   156.05 (+0.28%)
DIS   111.26 (+0.42%)
AMC   4.44 (-11.02%)
PFE   26.86 (-0.67%)
PYPL   60.76 (+0.85%)
XOM   104.72 (+0.38%)
S&P 500   5,083.63 (+0.27%)
DOW   38,979.33 (+0.08%)
QQQ   437.63 (+0.54%)
AAPL   180.68 (-0.41%)
MSFT   408.68 (+0.24%)
META   488.28 (+0.88%)
GOOGL   136.99 (+0.45%)
AMZN   174.87 (+0.99%)
TSLA   199.99 (-1.01%)
NVDA   792.25 (+2.01%)
NIO   5.68 (+4.60%)
AMD   186.78 (+5.80%)
BABA   74.22 (-0.50%)
T   17.00 (+0.24%)
F   12.44 (+1.14%)
MU   89.66 (-0.06%)
CGC   3.32 (-1.19%)
GE   156.05 (+0.28%)
DIS   111.26 (+0.42%)
AMC   4.44 (-11.02%)
PFE   26.86 (-0.67%)
PYPL   60.76 (+0.85%)
XOM   104.72 (+0.38%)
S&P 500   5,083.63 (+0.27%)
DOW   38,979.33 (+0.08%)
QQQ   437.63 (+0.54%)
AAPL   180.68 (-0.41%)
MSFT   408.68 (+0.24%)
META   488.28 (+0.88%)
GOOGL   136.99 (+0.45%)
AMZN   174.87 (+0.99%)
TSLA   199.99 (-1.01%)
NVDA   792.25 (+2.01%)
NIO   5.68 (+4.60%)
AMD   186.78 (+5.80%)
BABA   74.22 (-0.50%)
T   17.00 (+0.24%)
F   12.44 (+1.14%)
MU   89.66 (-0.06%)
CGC   3.32 (-1.19%)
GE   156.05 (+0.28%)
DIS   111.26 (+0.42%)
AMC   4.44 (-11.02%)
PFE   26.86 (-0.67%)
PYPL   60.76 (+0.85%)
XOM   104.72 (+0.38%)
S&P 500   5,083.63 (+0.27%)
DOW   38,979.33 (+0.08%)
QQQ   437.63 (+0.54%)
AAPL   180.68 (-0.41%)
MSFT   408.68 (+0.24%)
META   488.28 (+0.88%)
GOOGL   136.99 (+0.45%)
AMZN   174.87 (+0.99%)
TSLA   199.99 (-1.01%)
NVDA   792.25 (+2.01%)
NIO   5.68 (+4.60%)
AMD   186.78 (+5.80%)
BABA   74.22 (-0.50%)
T   17.00 (+0.24%)
F   12.44 (+1.14%)
MU   89.66 (-0.06%)
CGC   3.32 (-1.19%)
GE   156.05 (+0.28%)
DIS   111.26 (+0.42%)
AMC   4.44 (-11.02%)
PFE   26.86 (-0.67%)
PYPL   60.76 (+0.85%)
XOM   104.72 (+0.38%)

Wealthshield Partners, LLC Top Holdings and 13F Report (2023)

About Wealthshield Partners, LLC

Investment Activity

  • Wealthshield Partners, LLC has $607.57 million in total holdings as of December 31, 2022.
  • Wealthshield Partners, LLC owns shares of 474 different stocks, but just 108 companies or ETFs make up 80% of its holdings.
  • Approximately 8.41% of the portfolio was purchased this quarter.
  • About 27.64% of the portfolio was sold this quarter.
  • This quarter, Wealthshield Partners, LLC has purchased 478 new stocks and bought additional shares in 120 stocks.
  • Wealthshield Partners, LLC sold shares of 211 stocks and completely divested from 43 stocks this quarter.

Largest New Holdings this Quarter

iShares S&P 100 ETF
$3,153,373 Holding
Palo Alto Networks
$3,033,136 Holding
Advanced Micro Devices
$1,963,943 Holding
Lockheed Martin
$1,561,941 Holding

Largest Purchases this Quarter

iShares S&P 100 ETF
14,116 shares (about $3.15M)
Palo Alto Networks
10,286 shares (about $3.03M)
iShares 7-10 Year Treasury Bond ETF
20,556 shares (about $1.98M)
Advanced Micro Devices
13,323 shares (about $1.96M)
iShares MSCI Emerging Markets ex China ETF
35,440 shares (about $1.96M)

Largest Sales this Quarter

Vanguard Value ETF
102,288 shares (about $15.29M)
Vanguard Growth ETF
45,253 shares (about $14.07M)
iShares Core MSCI EAFE ETF
154,538 shares (about $10.87M)
Vanguard Russell 1000 Growth ETF
83,564 shares (about $6.52M)
iShares Core Total USD Bond Market ETF
128,160 shares (about $5.90M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealthshield Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$43,464,011$1,750,998 4.2%90,9997.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$19,790,459$485,544 -2.4%535,4563.3%ETF
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF stock logo
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
$14,871,901$1,110,722 -6.9%541,3872.4%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$14,695,477$631,761 4.5%177,0872.4%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$10,952,360$96,278 -0.9%42,2041.8%ETF
Apple Inc. stock logo
AAPL
Apple
$10,684,616$788,408 -6.9%55,4961.8%Computer and Technology
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$10,323,512$1,198,461 -10.4%191,8161.7%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$9,908,862$5,904,324 -37.3%215,0831.6%Manufacturing
Microsoft Co. stock logo
MSFT
Microsoft
$9,567,636$1,001,400 -9.5%25,4431.6%Computer and Technology
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock logo
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
$9,161,949$461,445 -4.8%317,2421.5%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$8,931,878$15,292,057 -63.1%59,7451.5%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$8,550,742$221,296 2.7%58,0751.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,957,136$284,567 -3.5%46,6971.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$7,630,735$3,717,474 -32.8%70,3881.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$7,579,612$1,387,840 -15.5%145,4821.2%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$7,316,688$111,669 1.5%104,3751.2%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$7,224,763$234,052 -3.1%66,0581.2%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$6,473,073$758,890 -10.5%61,6951.1%Manufacturing
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$6,211,785$739,384 -10.6%77,5021.0%Manufacturing
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$5,953,252$223,589 3.9%81,1291.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,840,270$1,226,460 -17.4%38,4381.0%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,748,347$64,468 1.1%33,7940.9%Finance
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$5,587,593$781,771 -12.3%119,8540.9%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$5,416,901$3,464,411 -39.0%55,9310.9%ETF
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$5,396,213$174,284 3.3%64,7730.9%ETF
SPDR S&P 400 Mid CapGrowth ETF stock logo
MDYG
SPDR S&P 400 Mid CapGrowth ETF
$5,300,230$208,774 4.1%70,0440.9%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$5,299,552$319,324 -5.7%27,5330.9%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$5,282,111$848,354 19.1%15,2420.9%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,220,215$605,556 -10.4%37,3700.9%Computer and Technology
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$5,030,339$557,583 -10.0%52,8400.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$5,024,637$868,080 -14.7%66,9060.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$4,912,116$2,792,617 -36.2%97,1160.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$4,578,641$14,068,254 -75.4%14,7280.8%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$4,529,435$56,702 1.3%54,1600.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,273,005$436,433 -9.3%12,0720.7%Computer and Technology
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$4,238,098$146,894 3.6%36,5260.7%ETF
LQDW
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
$4,234,143$678,710 -13.8%142,7560.7%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$4,020,126$495 0.0%8,1180.7%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,684,314$162,218 4.6%23,3480.6%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,556,112$885,475 33.2%6,7550.6%Medical
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$3,395,047$299,267 -8.1%36,0870.6%ETF
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$3,371,816$1,064,052 46.1%16,0090.6%Aerospace
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$3,334,381$710,723 27.1%27,1640.5%Manufacturing
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$3,234,795$28,683 0.9%51,7650.5%ETF
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$3,222,970$920,914 -22.2%13,9710.5%Computer and Technology
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$3,196,495$886,932 -21.7%30,7060.5%Manufacturing
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$3,186,014$3,091,728 -49.2%10,5090.5%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$3,153,373$3,153,373 New Holding14,1160.5%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$3,089,185$1,879,607 -37.8%17,1650.5%ETF
Visa Inc. stock logo
V
Visa
$3,046,007$64,825 2.2%11,7000.5%Business Services
Walmart Inc. stock logo
WMT
Walmart
$3,044,500$318,484 11.7%19,2430.5%Retail/Wholesale
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$3,034,354$115,734 -3.7%47,6650.5%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,033,136$3,033,136 New Holding10,2860.5%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,932,924$414,814 16.5%27,0940.5%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$2,881,639$606,577 -17.4%19,8720.5%ETF
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$2,809,149$710,732 33.9%21,8730.5%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$2,803,647$202,014 7.8%2,5120.5%Computer and Technology
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$2,791,368$744,581 36.4%12,0640.5%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$2,781,847$259,573 10.3%29,6540.5%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$2,747,986$1,359,599 97.9%18,4230.5%Oils/Energy
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$2,713,974$315,236 -10.4%53,7740.4%ETF
CME Group Inc. stock logo
CME
CME Group
$2,624,214$377,478 16.8%12,1590.4%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,596,190$1,119,885 75.9%3,8460.4%Retail/Wholesale
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$2,592,533$452,787 -14.9%34,3200.4%Manufacturing
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,579,289$577,250 -18.3%11,7470.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,533,555$846,106 -25.0%25,5270.4%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,515,638$218,154 9.5%22,9130.4%Medical
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,474,297$41,443 -1.6%38,0310.4%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$2,471,147$2,260 0.1%32,8090.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,468,666$1,263,770 104.9%4,2350.4%Medical
SPDR Nuveen Barclays Municipal Bond ETF stock logo
TFI
SPDR Nuveen Barclays Municipal Bond ETF
$2,466,705$1,193,708 93.8%52,4830.4%Finance
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$2,460,701$79,179 -3.1%99,2620.4%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$2,406,152$2,397,732 -49.9%9,1440.4%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$2,403,474$967,896 -28.7%9,8260.4%Business Services
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,338,538$27,069 -1.1%49,5030.4%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$2,308,354$1,220,575 -34.6%23,3450.4%ETF
EDIV
SPDR S&P Emerging Markets Dividend ETF
$2,292,400$14,504 0.6%70,4920.4%ETF
SPDR S&P International Dividend ETF stock logo
DWX
SPDR S&P International Dividend ETF
$2,264,677$89,230 -3.8%63,7040.4%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$2,251,108$281,181 14.3%20,3430.4%Finance
Eaton Co. plc stock logo
ETN
Eaton
$2,244,585$166,640 -6.9%9,3210.4%Industrial Products
The Boeing Company stock logo
BA
Boeing
$2,220,205$1,938,965 689.4%8,5180.4%Aerospace
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,202,586$255,760 -10.4%4,6160.4%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,139,843$141,111 7.1%56,7600.4%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,124,663$622,116 -22.6%13,5550.3%Medical
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,115,382$2,312 0.1%37,5070.3%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$2,093,025$170,417 8.9%30,4220.3%Finance
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$2,089,420$78,633 3.9%14,0830.3%Oils/Energy
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$2,004,044$1,981,392 8,747.2%20,7910.3%ETF
McDonald's Co. stock logo
MCD
McDonald's
$1,979,505$27,872 -1.4%6,6760.3%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,963,943$1,963,943 New Holding13,3230.3%Computer and Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,963,730$1,963,730 New Holding35,4400.3%Manufacturing
Union Pacific Co. stock logo
UNP
Union Pacific
$1,959,438$209,992 12.0%7,9780.3%Transportation
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$1,916,852$1,753,055 1,070.3%17,7060.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,870,756$591,084 -24.0%37,0300.3%Computer and Technology
Duke Energy Co. stock logo
DUK
Duke Energy
$1,825,070$30,568 -1.6%18,8070.3%Utilities
Amgen Inc. stock logo
AMGN
Amgen
$1,802,141$952,482 112.1%6,2570.3%Medical
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,784,994$575,254 -24.4%21,7580.3%Manufacturing
S&P Global Inc. stock logo
SPGI
S&P Global
$1,771,331$803,949 -31.2%4,0210.3%Business Services
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,764,961$1,677,479 1,917.5%31,5740.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,742,641$336,687 -16.2%4,8860.3%Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: