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Emerald Investment Partners

Latest statistics and disclosures from WealthShield Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SCHF, SCHG, IVW, AAPL, and represent 13.79% of WealthShield Partners's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$12M), FLTR (+$8.2M), SCHF (+$6.7M), SCHV (+$6.2M), MTUM, BOND, PANW, VTV, SCHM, SCHZ.
Started 36 new stock positions in BDEC, NOCT, KOCT, DIS, ARKK, USHY, CDNS, PLTR, XMMO, POCT.
Reduced shares in these 10 stocks: VCLT, IVV, IEMG, AMGN, DGRO, XLK, MUB, IEF, , .
Sold out of its positions in ADBE, MO, AMGN, BP, BGY, MUI, CI, CVS, CMCSA, COP.
WealthShield Partners was a net buyer of stock by $13M.
WealthShield Partners has $705M in assets under management (AUM), dropping by -4.47%.
Central Index Key (CIK): 0001729303

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Portfolio Holdings for WealthShield Partners

WealthShield Partners holds 489 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.9	$35M	-8%	59k	588.68	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.3	$16M	+71%	863k	18.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.3	$16M	+282%	572k	27.87	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.2	$16M		154k	101.53	View chart
Apple (AAPL)	2.1	$15M	-6%	59k	250.42	View chart
Ishares Tr Core Total Usd (IUSB)	2.0	$14M	-4%	312k	45.20	View chart
Vanguard World Mega Grwth Ind (MGK)	1.9	$14M		39k	343.41	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$12M	+20%	69k	169.30	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$12M		223k	51.25	View chart
Ishares Tr Core Div Grwth (DGRO)	1.5	$10M	-20%	168k	61.34	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$10M		57k	178.08	View chart
Microsoft Corporation (MSFT)	1.4	$10M	-6%	24k	421.50	View chart
NVIDIA Corporation (NVDA)	1.4	$9.9M	-9%	74k	134.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$9.7M	-8%	50k	195.83	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	1.4	$9.7M	+558%	379k	25.45	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$9.2M	+10%	95k	96.83	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.3	$9.1M	+210%	349k	26.07	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$8.6M	-27%	165k	52.22	View chart
Amazon (AMZN)	1.2	$8.6M	-5%	39k	219.39	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.2	$8.3M	+39%	91k	90.81	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$8.1M		155k	52.47	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.1	$8.0M	-4%	64k	124.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$7.8M		42k	189.30	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	1.0	$7.3M	+29%	91k	80.20	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$7.3M	-18%	68k	106.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$7.2M	-2%	38k	190.88	View chart
JPMorgan Chase & Co. (JPM)	1.0	$7.0M	-8%	29k	239.71	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.0	$6.8M	+39%	301k	22.70	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$6.7M	-25%	29k	232.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$6.5M		16k	410.44	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.9	$6.5M	-17%	275k	23.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$6.4M	+11%	37k	175.23	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.9	$6.1M	+22%	70k	86.89	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.8	$5.8M	+9%	67k	87.25	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$5.6M	-3%	16k	342.16	View chart
Meta Platforms Cl A (META)	0.8	$5.5M		9.3k	585.51	View chart
Home Depot (HD)	0.7	$5.1M		13k	388.99	View chart
Ishares Msci Emrg Chn (EMXC)	0.7	$5.0M	+4%	89k	55.45	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.7	$4.8M	+4%	53k	90.35	View chart
Wal-Mart Stores (WMT)	0.7	$4.8M	-9%	53k	90.55	View chart
Netflix (NFLX)	0.6	$4.4M	-3%	4.9k	891.32	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$4.3M	-2%	27k	159.52	View chart
Visa Com Cl A (V)	0.6	$4.2M	-2%	13k	316.04	View chart
Palo Alto Networks (PANW)	0.6	$4.1M	+94%	23k	181.96	View chart
L3harris Technologies (LHX)	0.6	$4.0M	-2%	19k	210.27	View chart
UnitedHealth (UNH)	0.6	$3.9M		7.8k	505.84	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$3.9M	+7%	42k	91.68	View chart
Costco Wholesale Corporation (COST)	0.5	$3.8M		4.2k	916.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$3.8M	-5%	9.5k	401.59	View chart
Ishares Tr Micro-cap Etf (IWC)	0.5	$3.8M	-2%	29k	130.38	View chart
Broadcom (AVGO)	0.5	$3.8M	-7%	16k	231.85	View chart
Trane Technologies SHS (TT)	0.5	$3.7M	-4%	9.9k	370.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$3.6M	-3%	51k	71.91	View chart
Cme (CME)	0.5	$3.6M		15k	238.05	View chart
Intercontinental Exchange (ICE)	0.5	$3.6M	-2%	24k	149.01	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$3.3M		38k	87.33	View chart
TJX Companies (TJX)	0.5	$3.2M	+2%	27k	120.81	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$3.2M	-9%	16k	198.18	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$3.2M	-24%	23k	139.35	View chart
Advanced Micro Devices (AMD)	0.4	$3.1M	+18%	26k	120.79	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$3.0M	+425%	15k	206.92	View chart
Lockheed Martin Corporation (LMT)	0.4	$3.0M	-3%	6.2k	485.96	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$3.0M	+5%	34k	87.90	View chart
Eaton Corp SHS (ETN)	0.4	$3.0M	-7%	9.0k	331.88	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$3.0M	-29%	30k	99.55	View chart
Verizon Communications (VZ)	0.4	$3.0M		75k	39.99	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$3.0M		18k	161.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$3.0M	-15%	5.1k	586.99	View chart
Chipotle Mexican Grill (CMG)	0.4	$3.0M	+4%	49k	60.30	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$2.9M	-5%	110k	26.63	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$2.9M	+210%	105k	27.71	View chart
Citigroup Com New (C)	0.4	$2.9M	+3%	41k	70.39	View chart
salesforce (CRM)	0.4	$2.9M	-6%	8.6k	334.73	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$2.8M	-2%	11k	253.75	View chart
Digital Realty Trust (DLR)	0.4	$2.8M	-3%	16k	178.55	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$2.7M	+194%	118k	23.18	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$2.7M	+101%	105k	25.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$2.6M	+15%	4.9k	538.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.6M	+4%	27k	96.90	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.4	$2.5M	+129%	55k	45.62	View chart
Motorola Solutions Com New (MSI)	0.4	$2.5M	-5%	5.4k	463.33	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$2.5M	-9%	32k	76.14	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$2.4M	-17%	37k	64.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$2.4M	-31%	37k	65.08	View chart
Fiserv (FI)	0.3	$2.4M	-4%	12k	205.42	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$2.4M	+4%	45k	52.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.3M	-16%	20k	115.22	View chart
S&p Global (SPGI)	0.3	$2.3M		4.6k	498.03	View chart
Eli Lilly & Co. (LLY)	0.3	$2.3M	-18%	3.0k	772.03	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$2.3M	+17%	45k	50.32	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$2.2M	+23%	9.2k	243.17	View chart
Fidelity National Information Services (FIS)	0.3	$2.2M	+27%	28k	80.77	View chart
Johnson Ctls Intl SHS (JCI)	0.3	$2.2M	-2%	28k	79.30	View chart
Nxp Semiconductors N V (NXPI)	0.3	$2.1M	+5%	10k	208.85	View chart
Duke Energy Corp Com New (DUK)	0.3	$2.1M		20k	107.74	View chart
Public Service Enterprise (PEG)	0.3	$2.1M	-5%	25k	84.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.1M	-8%	4.5k	453.28	View chart
Merck & Co (MRK)	0.3	$2.0M	-24%	20k	100.30	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.3	$2.0M	-68%	27k	74.78	View chart
Nextera Energy (NEE)	0.3	$2.0M		28k	71.69	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$2.0M	-23%	38k	53.46	View chart
American Tower Reit (AMT)	0.3	$2.0M	-20%	11k	185.01	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$1.9M		28k	68.94	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.3	$1.9M	-14%	53k	35.27	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$1.8M	+24%	35k	51.14	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$1.8M	+11%	37k	48.33	View chart
Analog Devices (ADI)	0.2	$1.7M	-25%	8.1k	212.47	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.2	$1.7M	-19%	48k	34.96	View chart
Procter & Gamble Company (PG)	0.2	$1.7M	-4%	9.9k	167.65	View chart
Cadence Design Systems (CDNS)	0.2	$1.6M	NEW	5.3k	300.46	View chart
Steris Shs Usd (STE)	0.2	$1.6M		7.7k	205.56	View chart
Synopsys (SNPS)	0.2	$1.6M	NEW	3.2k	485.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.5M	+232%	56k	27.32	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$1.5M	-6%	12k	128.82	View chart
Pepsi (PEP)	0.2	$1.5M		9.6k	152.84	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$1.5M	+16%	37k	39.37	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$1.4M	+3%	35k	41.88	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$1.4M	-15%	41k	35.51	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$1.4M	-8%	14k	99.54	View chart
Ishares Tr Ultra Short-term (ICSH)	0.2	$1.4M		28k	50.43	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.4M	-21%	17k	81.98	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.4M	+85%	26k	53.05	View chart
Union Pacific Corporation (UNP)	0.2	$1.3M	-6%	5.9k	228.03	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$1.3M	+3%	24k	57.27	View chart
Caretrust Reit (CTRE)	0.2	$1.3M		49k	27.34	View chart
McDonald's Corporation (MCD)	0.2	$1.3M	-14%	4.5k	289.92	View chart
Realty Income (O)	0.2	$1.3M	NEW	25k	53.41	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$1.3M	+21%	25k	50.97	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.2M	-19%	37k	33.41	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$1.2M	+20%	11k	106.84	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$1.2M		13k	90.93	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$1.2M		9.7k	124.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.2M	+9%	4.1k	289.79	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$1.2M	+3%	14k	85.84	View chart
Hewlett Packard Enterprise (HPE)	0.2	$1.1M	NEW	53k	21.48	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.1M	-30%	4.7k	242.13	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.1M		11k	105.48	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.1M		17k	66.14	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.2	$1.1M	-7%	59k	19.16	View chart
Truist Financial Corp equities (TFC)	0.2	$1.1M	-4%	26k	43.38	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.1M	+11%	5.9k	185.13	View chart
Coca-Cola Company (KO)	0.2	$1.1M	-4%	17k	62.26	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.2	$1.1M	+2%	17k	62.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.1M	-27%	5.6k	190.44	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$1.1M		14k	75.69	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.1M	NEW	5.6k	187.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.0M	-30%	4.7k	220.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.0M	-30%	21k	50.13	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$1.0M	+20%	30k	34.81	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$1.0M	-11%	22k	46.29	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.0M		7.5k	135.37	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$974k		54k	18.08	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$970k	+3%	29k	33.21	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$960k	+114%	9.7k	98.89	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$948k		28k	34.38	View chart
Nfj Dividend Interest (NFJ)	0.1	$938k	+52%	74k	12.63	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$935k		11k	89.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$897k	+24%	20k	44.04	View chart
Tesla Motors (TSLA)	0.1	$894k	-12%	2.2k	403.84	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$893k	+4%	6.9k	128.62	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$893k	-6%	7.3k	121.59	View chart
Marathon Petroleum Corp (MPC)	0.1	$888k	-59%	6.4k	139.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$888k	-7%	16k	57.41	View chart
Exxon Mobil Corporation (XOM)	0.1	$877k	-8%	8.2k	107.57	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$873k	-28%	38k	22.72	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$866k	+4%	18k	47.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$865k	-31%	14k	62.31	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$864k		8.0k	108.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$855k		11k	75.61	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$849k	+3%	37k	22.98	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$839k		3.0k	280.06	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$835k		21k	40.67	View chart
Abbvie (ABBV)	0.1	$816k	-4%	4.6k	177.69	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.1	$813k	+8%	12k	65.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$804k	+12%	17k	47.82	View chart
Johnson & Johnson (JNJ)	0.1	$792k	-14%	5.5k	144.61	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$770k		19k	40.34	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$764k	+10%	4.6k	166.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$763k	-2%	3.2k	240.31	View chart
At&t (T)	0.1	$748k		33k	22.77	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.1	$735k		348.00	2113.02	View chart
Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI)	0.1	$725k	+13%	41k	17.73	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$718k		39k	18.31	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$703k	+2870%	20k	35.09	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$692k		6.3k	110.25	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$668k	+8%	7.5k	89.08	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$662k	+5%	31k	21.06	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$654k	+41%	7.7k	84.97	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$652k	-2%	19k	34.13	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$648k		2.2k	288.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$644k	NEW	13k	49.51	View chart
Chevron Corporation (CVX)	0.1	$641k	-7%	4.4k	144.84	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$631k		1.1k	571.56	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$616k	+3%	14k	45.19	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$613k	-72%	6.6k	92.45	View chart
Pfizer (PFE)	0.1	$609k	+5%	23k	26.53	View chart
Bristol Myers Squibb (BMY)	0.1	$604k		11k	56.56	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$588k		12k	50.58	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$578k	-5%	3.1k	184.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$575k	-14%	14k	41.82	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$570k	+478%	5.0k	114.73	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$569k	+958%	1.8k	322.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$563k		8.0k	70.28	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$548k		2.1k	266.72	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$541k		52k	10.46	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$538k	+8%	16k	32.76	View chart
IDEXX Laboratories (IDXX)	0.1	$530k		1.3k	413.44	View chart
Wells Fargo & Company (WFC)	0.1	$528k	-23%	7.5k	70.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$527k	+47%	6.0k	88.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$526k	-30%	1.0k	511.20	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.1	$525k	NEW	20k	26.27	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$516k	-3%	17k	30.51	View chart
International Business Machines (IBM)	0.1	$504k	-8%	2.3k	219.87	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$503k		21k	24.19	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$498k		12k	41.61	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$480k	+9%	8.4k	56.84	View chart
Ishares Msci Equal Weite (EUSA)	0.1	$477k	+19%	5.0k	95.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$471k	-14%	1.8k	264.13	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$467k		6.6k	71.04	View chart
Quanta Services (PWR)	0.1	$457k		1.4k	316.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$425k	-16%	5.5k	78.01	View chart
Pacer Fds Tr Wealthshield (PWS)	0.1	$424k	-49%	14k	30.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$416k	+377%	11k	37.87	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$402k	-2%	7.1k	56.88	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$390k	NEW	8.3k	47.01	View chart
Yum! Brands (YUM)	0.1	$374k		2.8k	134.16	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$366k	-53%	3.3k	112.26	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$366k	+18%	8.8k	41.73	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$358k	-6%	10k	34.59	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$357k	-30%	8.2k	43.58	View chart
Royce Micro Capital Trust (RMT)	0.1	$354k	-11%	36k	9.75	View chart
Boeing Company (BA)	0.0	$352k		2.0k	176.97	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$349k		2.3k	150.86	View chart
Goldman Sachs (GS)	0.0	$345k	-6%	603.00	572.33	View chart
United Parcel Service CL B (UPS)	0.0	$337k	-23%	2.7k	126.09	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.0	$337k		13k	25.14	View chart
Philip Morris International (PM)	0.0	$335k	-29%	2.8k	121.45	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.0	$331k		15k	22.04	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$329k	+299%	15k	22.70	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$324k	+3%	5.9k	55.35	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$323k		2.8k	114.50	View chart
Caterpillar (CAT)	0.0	$318k	-21%	877.00	362.76	View chart
Bank of America Corporation (BAC)	0.0	$318k	-14%	7.2k	43.95	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$297k		9.6k	30.84	View chart
PPL Corporation (PPL)	0.0	$297k	-3%	9.1k	32.72	View chart
Raytheon Technologies Corp (RTX)	0.0	$295k	-6%	2.6k	115.72	View chart
Ge Aerospace Com New (GE)	0.0	$295k	-6%	1.8k	167.06	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$294k		2.3k	126.75	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$290k	-18%	5.2k	55.68	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$287k	-10%	4.8k	59.77	View chart
Palantir Technologies Cl A (PLTR)	0.0	$283k	NEW	3.7k	75.63	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$281k		1.6k	172.37	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$280k	-20%	2.4k	117.48	View chart
Starbucks Corporation (SBUX)	0.0	$280k	+15%	3.1k	91.25	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$277k	-40%	651.00	425.88	View chart
3M Company (MMM)	0.0	$273k	-9%	2.1k	129.09	View chart
Innovator Etfs Trust Equity Def Pro 2	0.0	$263k	NEW	11k	24.86	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$260k		7.8k	33.27	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$259k		2.0k	129.34	View chart
Automatic Data Processing (ADP)	0.0	$252k	-12%	858.00	294.17	View chart
Zimmer Holdings (ZBH)	0.0	$251k	-19%	2.4k	105.88	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$250k	-8%	9.8k	25.58	View chart
Oracle Corporation (ORCL)	0.0	$246k		1.5k	166.64	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$236k		7.5k	31.44	View chart
Cisco Systems (CSCO)	0.0	$236k		4.0k	59.20	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$233k	-7%	8.6k	27.05	View chart
American Express Company (AXP)	0.0	$232k	-14%	783.00	296.87	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.0	$225k		10k	22.23	View chart
Bank of New York Mellon Corporation (BK)	0.0	$221k		2.9k	76.83	View chart
Rbc Cad (RY)	0.0	$218k		1.8k	120.48	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$217k	-2%	4.8k	45.11	View chart
Lowe's Companies (LOW)	0.0	$215k	-10%	873.00	246.73	View chart
Cheniere Energy Com New (LNG)	0.0	$215k	-14%	1.0k	214.87	View chart
Walt Disney Company (DIS)	0.0	$213k	NEW	1.9k	111.72	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$211k		4.6k	46.20	View chart
Cava Group Ord (CAVA)	0.0	$210k		1.9k	112.80	View chart
Abbott Laboratories (ABT)	0.0	$207k	-28%	1.8k	113.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$207k	+5%	3.5k	58.93	View chart
Wisdomtree Tr Intl Midcap Dv (DIM)	0.0	$207k	-19%	3.4k	60.83	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$207k		2.6k	78.66	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$204k	-14%	1.9k	106.55	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$203k	NEW	3.6k	56.78	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$201k	-5%	5.8k	34.75	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$200k		12k	16.43	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$199k		3.0k	65.79	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$194k		6.7k	29.02	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.0	$191k		10k	18.61	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$188k	-35%	3.9k	47.77	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.0	$187k		5.3k	35.20	View chart
Occidental Petroleum Corporation (OXY)	0.0	$183k	-33%	3.7k	49.63	View chart
Ssga Active Etf Tr Globl Allo Etf (GAL)	0.0	$182k	+3%	4.1k	44.18	View chart
Vaneck Etf Trust Cef Muni Income (XMPT)	0.0	$180k	+2%	8.4k	21.51	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$178k		1.3k	132.15	View chart
BlackRock Global Opportunities Equity Tr (BOE)	0.0	$176k	+56%	16k	10.77	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$175k	-20%	5.2k	33.81	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$175k		2.5k	70.00	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$170k		3.3k	52.16	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$168k	-11%	1.9k	90.07	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$165k		1.5k	108.24	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.0	$165k		3.2k	51.38	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.0	$164k	NEW	3.8k	43.11	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$162k		1.8k	92.59	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$161k		597.00	269.78	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.0	$161k	-5%	7.6k	21.13	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.0	$157k	-2%	5.2k	30.01	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$155k	NEW	3.9k	39.57	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$154k	-2%	4.0k	38.37	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$153k		532.00	287.97	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$150k		1.7k	88.81	View chart
Gabelli mutual funds - (GGZ)	0.0	$147k	NEW	13k	11.70	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.0	$147k	+100%	5.7k	25.68	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$136k	-7%	3.6k	38.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$135k	NEW	3.5k	38.42	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$131k	-62%	3.2k	41.52	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$129k		785.00	164.17	View chart
Ing Global Advantage And Premium Opportunity Fund (IGA)	0.0	$129k	+14%	14k	9.29	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$128k		2.2k	59.06	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$127k	-4%	3.8k	33.79	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$127k	-26%	2.0k	63.47	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$123k	-20%	1.2k	100.32	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$121k	NEW	4.5k	27.11	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$120k	-3%	3.9k	30.78	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$120k	-9%	359.00	334.25	View chart
Vaneck Etf Trust Green Bond Etf (GRNB)	0.0	$118k		5.0k	23.70	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$116k	-5%	1.8k	63.46	View chart
Invesco Exch Traded Fd Tr Ii Global Water (PIO)	0.0	$116k		3.0k	39.06	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$116k		1.3k	89.33	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$115k		1.4k	80.27	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.0	$113k		4.7k	24.26	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$112k	+925%	4.1k	27.38	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$110k	-3%	2.4k	46.62	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$108k		822.00	131.29	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	0.0	$106k	NEW	4.0k	26.39	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.0	$105k		4.0k	26.19	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$103k		1.6k	64.05	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$102k		14k	7.13	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$102k	NEW	2.0k	51.34	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$101k	+443%	533.00	189.98	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.0	$101k	NEW	3.4k	29.76	View chart
Innovator Etfs Trust Us Small Cap 10 (RBUF)	0.0	$100k	NEW	3.8k	26.20	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.0	$99k	NEW	3.3k	30.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$98k		1.7k	58.18	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$97k		655.00	148.66	View chart
Innovator Etfs Trust Us Small Cap Pwr	0.0	$96k	NEW	4.0k	23.98	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$96k	-20%	2.8k	34.49	View chart
Ishares Msci World Etf (URTH)	0.0	$93k		600.00	155.50	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$92k	-30%	667.00	137.57	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.0	$91k		1.2k	75.87	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$90k		2.3k	39.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$90k		1.2k	77.27	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$89k	-5%	1.8k	50.47	View chart
First Tr Exchange-traded Dorsey Wright (FVC)	0.0	$89k	-50%	2.4k	36.55	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.0	$88k		5.1k	17.25	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$86k	-41%	1.4k	61.37	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.0	$85k	-41%	5.0k	17.09	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$85k	+14%	1.7k	49.72	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$84k	+757%	3.2k	25.83	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$83k		1.3k	62.95	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$81k		1.7k	47.39	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$79k		3.7k	21.07	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.0	$78k		993.00	78.46	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.0	$76k	NEW	3.3k	23.41	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$76k		896.00	84.75	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$74k		791.00	93.06	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$72k	NEW	2.0k	35.28	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$70k	-28%	1.7k	41.28	View chart
Coty Com Cl A (COTY)	0.0	$70k		10k	6.96	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$68k		653.00	103.30	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$67k		1.2k	54.67	View chart
Proshares Tr Pshs Ultra Dow30 (DDM)	0.0	$67k		702.00	95.30	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$66k	-20%	2.1k	31.42	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$64k		1.8k	35.69	View chart
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)	0.0	$63k		2.3k	27.55	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$58k	-38%	678.00	85.62	View chart
Ishares Tr Europe Etf (IEV)	0.0	$58k	NEW	1.1k	52.06	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$57k		980.00	58.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$52k		790.00	65.73	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$51k	+6%	782.00	64.62	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$50k	+835%	346.00	145.35	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$48k	-57%	1.3k	36.70	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$47k		800.00	58.79	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$46k	+33%	397.00	115.55	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.0	$45k	-37%	1.2k	37.01	View chart
Wisdomtree Tr Glb High Div Fd (DEW)	0.0	$44k		836.00	52.32	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.0	$43k	-10%	1.3k	33.12	View chart
Invesco Exchange Traded Fd T Invesco Msci (ERTH)	0.0	$42k	-5%	1.0k	40.44	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$41k		918.00	44.90	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.0	$41k		388.00	105.92	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$40k		712.00	55.66	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$36k		600.00	59.14	View chart
Ishares Msci Germany Etf (EWG)	0.0	$35k		1.1k	31.82	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$34k		663.00	51.87	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$34k	-11%	1.3k	26.71	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.0	$33k		10k	3.28	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$33k		640.00	50.88	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$32k	+201%	1.3k	23.69	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.0	$32k		724.00	43.74	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$31k	-7%	1.2k	26.58	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$31k		368.00	84.23	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$31k		717.00	43.22	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$30k	-70%	518.00	58.35	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$29k		306.00	96.21	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.0	$29k	-50%	750.00	39.22	View chart
Ishares Tr Us Trsprtion (IYT)	0.0	$29k	-39%	432.00	67.57	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$27k		638.00	42.61	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$27k	-8%	1.1k	25.24	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$26k	-63%	577.00	45.57	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$26k	-77%	602.00	42.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$26k	-86%	655.00	39.09	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$25k	-28%	188.00	132.21	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$25k		505.00	48.67	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$24k		700.00	34.14	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.0	$24k		555.00	42.45	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$23k	NEW	186.00	123.67	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$23k		397.00	57.92	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$23k		472.00	47.89	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.0	$22k		231.00	95.64	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.0	$22k		383.00	57.10	View chart
Ishares Tr Mortge Rel Etf (REM)	0.0	$21k		1.0k	21.35	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$20k	-50%	225.00	90.21	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$20k		597.00	33.91	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$20k		700.00	28.67	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$20k		799.00	24.70	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$19k	-29%	92.00	210.45	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$19k	-31%	203.00	95.01	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$19k		1.3k	14.55	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$18k		318.00	56.73	View chart
Ishares Tr Envir Awr Rl Est (ERET)	0.0	$18k		703.00	25.15	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$18k		200.00	87.82	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$17k		76.00	225.50	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.0	$17k	+2%	391.00	43.52	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.0	$16k		74.00	210.77	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.0	$15k		320.00	48.19	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.0	$14k	NEW	319.00	45.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$14k	-81%	341.00	41.17	View chart
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)	0.0	$14k		440.00	31.81	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$14k	-32%	228.00	60.26	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$14k	-90%	350.00	38.50	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.0	$13k		390.00	34.09	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$13k	-83%	253.00	51.70	View chart
American Centy Etf Tr Mid Cap Grw Imp (MID)	0.0	$13k	+43%	211.00	60.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$12k		330.00	37.52	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$11k	NEW	45.00	242.18	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$10k	NEW	345.00	29.86	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$10k		263.00	38.95	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.0	$10k		159.00	63.30	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$9.6k		183.00	52.64	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$9.5k		209.00	45.34	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$9.4k		126.00	74.73	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.0	$8.7k		232.00	37.41	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$8.4k		123.00	68.43	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$7.9k	NEW	158.00	49.96	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.0	$7.5k	-49%	374.00	20.00	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$7.3k	+71%	72.00	100.81	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$6.6k		150.00	44.31	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$6.2k		58.00	107.12	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.0	$5.7k		268.00	21.39	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$5.5k		307.00	17.88	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$5.4k	-12%	248.00	21.78	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$4.7k		115.00	41.26	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$4.7k	-57%	410.00	11.38	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$4.6k	-86%	98.00	46.44	View chart
Franklin Templeton Etf Tr Municipal Grn Bd (FLMB)	0.0	$4.3k		180.00	23.88	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$4.1k		94.00	44.00	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.0	$3.9k		85.00	46.40	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$3.8k		36.00	105.61	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.0	$3.7k	NEW	100.00	37.05	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$3.5k		307.00	11.53	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$3.5k		60.00	57.98	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$3.2k		78.00	40.49	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$3.1k		38.00	80.74	View chart
Pacer Fds Tr Industrial Relet (INDS)	0.0	$2.7k	NEW	75.00	35.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$2.6k		70.00	37.41	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$2.6k	-99%	59.00	44.36	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.0	$2.6k		89.00	29.22	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$2.6k		10.00	259.70	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$2.5k		124.00	20.01	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$2.4k		53.00	45.85	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$2.3k	+6%	139.00	16.61	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq Biotech (IBBQ)	0.0	$2.2k		100.00	21.52	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$2.1k	NEW	91.00	23.55	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$2.0k		30.00	68.20	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.0	$1.5k		32.00	46.81	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.0	$1.4k	NEW	56.00	25.25	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.0	$1.3k		14.00	96.21	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$1.2k	NEW	32.00	36.78	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)	0.0	$1.2k		57.00	20.47	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$882.999600		21.00	42.05	View chart
Ishares Tr Global Finls Etf (IXG)	0.0	$576.000000		6.00	96.00	View chart

Past Filings by WealthShield Partners

SEC 13F filings are viewable for WealthShield Partners going back to 2017

WealthShield Partners 2024 Q4 filed Feb. 4, 2025
WealthShield Partners 2024 Q3 filed Nov. 4, 2024
WealthShield Partners 2024 Q2 filed July 26, 2024
WealthShield Partners 2024 Q1 filed April 29, 2024
WealthShield Partners 2023 Q4 filed Jan. 23, 2024
WealthShield Partners 2023 Q3 filed Oct. 25, 2023
WealthShield Partners 2023 Q2 filed Aug. 3, 2023
WealthShield Partners 2023 Q1 filed May 8, 2023
WealthShield Partners 2022 Q4 filed Feb. 13, 2023
WealthShield Partners 2022 Q3 filed Nov. 4, 2022
WealthShield Partners 2022 Q2 filed Aug. 11, 2022
WealthShield Partners 2022 Q1 filed May 9, 2022
WealthShield Partners 2021 Q4 filed Feb. 10, 2022
WealthShield Partners 2021 Q3 filed Nov. 12, 2021
WealthShield Partners 2021 Q2 filed Aug. 6, 2021
WealthShield Partners 2021 Q1 filed May 17, 2021

View all past filings

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