Wealthshield Partners, LLC Top Holdings and 13F Report (2023) About Wealthshield Partners, LLCInvestment ActivityWealthshield Partners, LLC has $897.63 million in total holdings as of December 31, 2022.Wealthshield Partners, LLC owns shares of 607 different stocks, but just 123 companies or ETFs make up 80% of its holdings.Approximately 8.01% of the portfolio was purchased this quarter.About 6.83% of the portfolio was sold this quarter.This quarter, Wealthshield Partners, LLC has purchased 565 new stocks and bought additional shares in 197 stocks.Wealthshield Partners, LLC sold shares of 198 stocks and completely divested from 18 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $35,246,340Schwab International Equity ETF $20,611,684iShares Core MSCI Emerging Markets ETF $20,118,699Apple $19,108,431iShares S&P 500 Growth ETF $17,522,052 Largest New Holdings this Quarter 09290C699 - BLACKROCK ETF TRUST $4,404,472 Holding09290C855 - BLACKROCK ETF TRUST $3,956,008 Holding25278X109 - Diamondback Energy $3,316,577 Holding032095101 - Amphenol $2,593,081 Holding46438G448 - ISHARES TR $2,563,256 Holding Largest Purchases this Quarter iShares MSCI EAFE Growth ETF 50,788 shares (about $5.66M)iShares Core S&P 500 ETF 7,441 shares (about $4.86M)BLACKROCK ETF TRUST 134,611 shares (about $4.40M)BLACKROCK ETF TRUST 96,347 shares (about $3.96M)GE VERNOVA INC 4,179 shares (about $3.65M) Largest Sales this Quarter iShares S&P 100 ETF 28,494 shares (about $9.06M)iShares U.S. Aerospace & Defense ETF 12,761 shares (about $2.79M)iShares U.S. Equity Factor Rotation Active ETF 41,554 shares (about $2.42M)L3Harris Technologies 6,139 shares (about $2.12M)Visa 6,256 shares (about $1.89M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealthshield Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$35,246,340$4,860,505 â–²16.0%53,9593.9%ETFSCHFSchwab International Equity ETF$20,611,684$665,157 â–²3.3%832,7952.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$20,118,699$1,281,727 â–¼-6.0%288,4402.2%ETFAAPLApple$19,108,431$104,054 â–¼-0.5%75,2922.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$17,522,052$871,058 â–²5.2%154,9122.0%ETFIVEiShares S&P 500 Value ETF$16,952,302$1,099,241 â–¼-6.1%80,2861.9%ETFMGKVanguard Mega Cap Growth ETF$16,133,189$253,997 â–¼-1.5%43,9541.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$14,921,358$172,887 â–¼-1.1%512,2331.7%ETFNVDANVIDIA$14,269,434$18,486 â–¼-0.1%81,8201.6%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$13,344,378$2,417,608 â–¼-15.3%229,3641.5%ETFIUSBiShares Core Total USD Bond Market ETF$13,223,678$426,010 â–²3.3%286,2891.5%ManufacturingDGROiShares Core Dividend Growth ETF$13,024,501$60,355 â–¼-0.5%185,5871.5%ETFMSFTMicrosoft$12,748,601$940,598 â–²8.0%34,4401.4%Computer and TechnologyVTVVanguard Value ETF$12,539,645$539,743 â–²4.5%63,9131.4%ETFVIGVanguard Dividend Appreciation ETF$11,838,390$45,593 â–²0.4%55,0471.3%ETFEFViShares MSCI EAFE Value ETF$10,662,527$1,613,171 â–¼-13.1%143,4101.2%ETFAMZNAmazon.com$10,498,474$498,807 â–²5.0%50,4081.2%Retail/WholesaleMGVVanguard Mega Cap Value ETF$10,260,283$51,571 â–¼-0.5%70,8281.1%ETFPIMCO ETF TR$9,589,508$780,408 â–²8.9%103,9181.1%ACTIVE BD ETFJPMJPMorgan Chase & Co.$9,230,194$62,951 â–²0.7%31,3781.0%FinanceSCHVSchwab U.S. Large-Cap Value ETF$8,761,987$1,651,485 â–¼-15.9%287,2781.0%ETFBWXSPDR Bloomberg International Treasury Bond ETF$8,528,694$767,240 â–²9.9%388,5511.0%FinanceGOOGLAlphabet$8,510,149$1,852,195 â–¼-17.9%29,5940.9%Computer and TechnologyTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$8,500,763$641,640 â–²8.2%375,8070.9%ETFMUBiShares National Muni Bond ETF$8,046,811$1,775,973 â–²28.3%75,8070.9%ETFVUGVanguard Growth ETF$7,878,497$134,970 â–²1.7%18,0370.9%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$7,507,970$100,733 â–²1.4%88,1730.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$7,075,548$459,733 â–²6.9%304,7180.8%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$6,850,469$59,207 â–²0.9%71,3890.8%ETFEFGiShares MSCI EAFE Growth ETF$6,830,840$5,656,227 â–²481.5%61,3350.8%ETFQUALiShares MSCI USA Quality Factor ETF$6,808,645$30,498 â–¼-0.4%35,4970.8%ETFAVGOBroadcom$6,693,789$876,534 â–²15.1%21,6270.7%Computer and TechnologyWALMART INC$6,617,746$162,806 â–¼-2.4%53,2490.7%COMBRK.BBerkshire Hathaway$6,475,430$257,810 â–²4.1%13,5130.7%FinanceMETAMeta Platforms$6,470,324$263,184 â–¼-3.9%11,3090.7%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$6,371,754$159,834 â–²2.6%26,5500.7%ETFSLYVSPDR S&P 600 Small Cap Value ETF$6,291,020$8,134 â–¼-0.1%66,5150.7%ETFBLACKROCK ETF TRUST$6,062,731$352,433 â–²6.2%183,9980.7%ISHARES A I INNOXLKTechnology Select Sector SPDR Fund$5,960,464$76,817 â–¼-1.3%44,8490.7%ETFBTHMBlackRock Future U.S. Themes ETF$5,951,562$231,192 â–²4.0%164,3170.7%ETFSPYSPDR S&P 500 ETF Trust$5,938,788$51,376 â–¼-0.9%9,1320.7%FinanceCCitigroup$5,894,238$91,975 â–²1.6%51,9730.7%Financial ServicesRSPInvesco S&P 500 Equal Weight ETF$5,786,477$484,989 â–¼-7.7%30,1500.6%ETFNFLXNetflix$5,741,309$38,075 â–¼-0.7%59,7120.6%Consumer DiscretionaryFLTRVanEck IG Floating Rate ETF$5,328,851$259,309 â–²5.1%209,1390.6%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$5,313,363$676 â–¼0.0%54,9920.6%ETFHDHome Depot$5,300,053$414,730 â–²8.5%16,1150.6%Retail/WholesaleMCDMcDonald's$5,224,593$387,859 â–²8.0%16,8110.6%Retail/WholesaleLAM RESEARCH CORP$4,869,176$945,461 â–¼-16.3%22,7890.5%COM NEWNOBLProShares S&P 500 Aristocrats ETF$4,824,049$96,144 â–²2.0%45,5090.5%ETFTTTrane Technologies$4,687,610$77,516 â–²1.7%11,2480.5%ConstructionUBERUber Technologies$4,588,990$52,869 â–¼-1.1%63,7980.5%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$4,570,385$3,556,503 â–²350.8%199,4930.5%ETFBLACKROCK ETF TRUST$4,404,472$4,404,472 â–²New Holding134,6110.5%ISHARES DEFENSEIUSGiShares Core S&P U.S. Growth ETF$4,382,013$132,929 â–¼-2.9%28,2510.5%ManufacturingMBBiShares MBS ETF$4,250,518$181,829 â–²4.5%44,7660.5%ETFGE VERNOVA INC$4,174,208$3,647,849 â–²693.0%4,7820.5%COMCRWDCrowdStrike$4,146,154$1,888,803 â–¼-31.3%10,6200.5%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$4,117,687$177,549 â–²4.5%41,2350.5%ETFJCIJohnson Controls International$4,087,425$39,415 â–¼-1.0%31,2140.5%ConstructionIWFiShares Russell 1000 Growth ETF$4,035,188$215,767 â–¼-5.1%9,4630.4%ETFTJXTJX Companies$4,033,140$1,378,876 â–¼-25.5%25,2540.4%Retail/WholesaleBLACKROCK ETF TRUST$3,956,008$3,956,008 â–²New Holding96,3470.4%ISHARES LARGE CASCHESchwab Emerging Markets Equity ETF$3,821,853$125,672 â–¼-3.2%115,9890.4%ETFISRGIntuitive Surgical$3,713,274$115,708 â–²3.2%8,0550.4%MedicalIWCiShares Micro-Cap ETF$3,683,118$70,547 â–²2.0%23,0760.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,675,639$40,731 â–¼-1.1%37,5410.4%ETFTLHiShares 10-20 Year Treasury Bond ETF$3,555,719$1,550,786 â–¼-30.4%35,3030.4%ETFCMECME Group$3,494,446$20,969 â–²0.6%11,8320.4%FinanceVBRVanguard Small-Cap Value ETF$3,390,009$10,204 â–²0.3%15,6140.4%ETFETNEaton$3,333,619$7,154 â–²0.2%9,3200.4%IndustrialsFANGDiamondback Energy$3,316,577$3,316,577 â–²New Holding16,7680.4%EnergyDUKDuke Energy$3,269,444$71,100 â–¼-2.1%24,9690.4%UtilitiesJNJJohnson & Johnson$3,207,263$1,482,757 â–²86.0%13,1210.4%MedicalICEIntercontinental Exchange$3,206,772$202,419 â–²6.7%20,3890.4%FinanceGLDSPDR Gold Shares$3,150,583$54,647 â–¼-1.7%7,3220.4%FinanceSCHMSchwab U.S. Mid-Cap ETF$3,097,526$68,205 â–¼-2.2%100,0490.3%ETFVOEVanguard Mid-Cap Value ETF$3,087,984$41,799 â–¼-1.3%16,7700.3%ETFCMICummins$3,039,949$28,516 â–¼-0.9%5,6500.3%Auto/Tires/TrucksVGKVanguard FTSE Europe ETF$3,032,984$118,204 â–¼-3.8%36,7950.3%ETFTSLATesla$3,008,573$1,381,795 â–²84.9%8,0930.3%Auto/Tires/TrucksIDEViShares Core MSCI International Developed Markets ETF$3,007,183$14,959 â–¼-0.5%35,9840.3%ETFPANWPalo Alto Networks$2,915,740$249,939 â–²9.4%18,1870.3%Computer and TechnologyCOSTCostco Wholesale$2,906,138$28,892 â–²1.0%2,9170.3%Retail/WholesaleSCHASchwab US Small-Cap ETF$2,870,660$75,782 â–¼-2.6%98,7160.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,812,236$206,376 â–²7.9%28,3300.3%FinanceVOOVanguard S&P 500 ETF$2,806,933$120,118 â–¼-4.1%4,6970.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,797,076$226,428 â–²8.8%29,2520.3%ManufacturingLLYEli Lilly and Company$2,788,829$82,782 â–¼-2.9%3,0320.3%MedicalCBChubb$2,784,117$130,373 â–²4.9%8,5420.3%FinanceAMATApplied Materials$2,776,702$2,307,766 â–²492.1%8,1240.3%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$2,775,919$136,659 â–²5.2%55,4740.3%ETFSCHXSchwab US Large-Cap ETF$2,768,259$52,716 â–¼-1.9%107,9660.3%ETFVVisa$2,764,370$1,890,870 â–¼-40.6%9,1460.3%Business ServicesPHParker-Hannifin$2,728,888$2,380,615 â–²683.5%3,0480.3%IndustrialsNXPINXP Semiconductors$2,666,989$561,627 â–¼-17.4%13,5480.3%Computer and TechnologyDIMWisdomTree International MidCap Dividend Fund$2,659,506$302,827 â–²12.8%32,1080.3%FinanceGOOGAlphabet$2,648,080$111,879 â–²4.4%9,2310.3%Computer and TechnologyLMTLockheed Martin$2,637,138$223,036 â–²9.2%4,3630.3%AerospaceAPHAmphenol$2,593,081$2,593,081 â–²New Holding20,5230.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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