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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, AAPL, IEMG, MGK, and represent 11.95% of WealthShield Partners's stock portfolio.
Added to shares of these 10 stocks: OEF, BAI, ITA, DYNF, MCD, IAU, DIM, TLH, BRK.B, IEMG.
Started 24 new stock positions in BITO, Blackrock Etf Trust, MSOS, CVS, YOLO, NUDM, BP, UJUL, TSM, SDOW. SPHQ, OXY, OXY.WS, OKLO, COP, SQQQ, WMB, MU, BAB, NOC, DASH, AADR, EVUS, UP.
Reduced shares in these 10 stocks: CMG, EFG, IYW, QUAL, FI, EFV, SCHG, SPLV, IVV, IUSB.
Sold out of its positions in ADBE, CMG, FI, COPX, SPLV, EEMV, DMXF, PTBD, COWZ, XSD. SCMB, WIW.
WealthShield Partners was a net buyer of stock by $2.3M.
WealthShield Partners has $882M in assets under management (AUM), dropping by 6.60%.
Central Index Key (CIK): 0001729303

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Positions held by Emerald Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WealthShield Partners

WealthShield Partners holds 566 positions in its portfolio as reported in the September 2025 quarterly 13F filing

WealthShield Partners has 566 total positions. Only the first 250 positions are shown.

Sign up to view all of the WealthShield Partners Sept. 30, 2025 positions
Download the WealthShield Partners September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.4	$30M	-2%	45k	669.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.2	$19M	-2%	822k	23.28	View chart
Apple (AAPL)	2.2	$19M		75k	254.63	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$19M	+5%	282k	65.92	View chart
Vanguard World Mega Grwth Ind (MGK)	2.1	$18M		46k	402.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.0	$17M		144k	120.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$17M	-5%	546k	31.91	View chart
NVIDIA Corporation (NVDA)	1.9	$17M		91k	186.58	View chart
Microsoft Corporation (MSFT)	1.8	$16M		31k	517.94	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.8	$16M	+15%	264k	59.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$14M	+2%	65k	206.51	View chart
Ishares Tr Core Total Usd (IUSB)	1.5	$13M	-5%	276k	46.71	View chart
Ishares Tr Core Div Grwth (DGRO)	1.4	$13M		187k	68.08	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$13M	-13%	185k	67.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$12M	-15%	61k	194.50	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$12M	-5%	64k	186.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$12M	-2%	55k	215.79	View chart
Ishares Tr S&p 100 Etf (OEF)	1.2	$10M	+68%	31k	332.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.2	$10M		349k	29.11	View chart
Amazon (AMZN)	1.1	$10M		46k	219.57	View chart
JPMorgan Chase & Co. (JPM)	1.1	$9.9M		31k	315.43	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.1	$9.8M		71k	137.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$8.9M		37k	243.10	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$8.7M		18k	479.61	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	1.0	$8.5M		331k	25.57	View chart
Meta Platforms Cl A (META)	0.9	$7.8M		11k	734.37	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.9	$7.5M		15k	490.38	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.8	$7.5M	+12%	320k	23.38	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$7.4M		69k	106.49	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.8	$7.3M	-3%	87k	83.41	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.8	$7.3M	+3%	78k	93.35	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.7	$6.6M		72k	91.56	View chart
Netflix (NFLX)	0.7	$6.5M	+2%	5.4k	1198.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$6.4M	+18%	13k	502.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$6.3M	-2%	33k	189.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$6.2M		9.4k	666.20	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$6.2M		22k	281.87	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.7	$6.2M	-5%	70k	88.65	View chart
Broadcom (AVGO)	0.7	$6.1M	-4%	19k	329.91	View chart
Home Depot (HD)	0.7	$5.9M		15k	405.20	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.7	$5.8M	+2%	154k	37.86	View chart
Uber Technologies (UBER)	0.6	$5.7M		58k	97.97	View chart
Wal-Mart Stores (WMT)	0.6	$5.6M		55k	103.06	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$5.4M	+24%	53k	102.99	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.6	$5.4M		231k	23.47	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$5.3M	+134%	156k	34.16	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.6	$5.3M	-6%	56k	94.31	View chart
Citigroup Com New (C)	0.6	$5.2M		51k	101.50	View chart
Visa Com Cl A (V)	0.6	$5.1M	+4%	15k	341.37	View chart
McDonald's Corporation (MCD)	0.6	$4.9M	+66%	16k	303.89	View chart
TJX Companies (TJX)	0.6	$4.9M	+2%	34k	144.54	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$4.8M		29k	164.54	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$4.6M		9.9k	468.42	View chart
Trane Technologies SHS (TT)	0.5	$4.4M	+2%	11k	421.97	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$4.3M		17k	256.45	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.5	$4.2M	+22%	40k	104.51	View chart
Ishares Tr Micro-cap Etf (IWC)	0.5	$4.2M	-7%	28k	149.09	View chart
L3harris Technologies (LHX)	0.5	$4.1M		13k	305.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$4.0M	-14%	54k	74.37	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$3.9M	+2%	42k	95.15	View chart
UnitedHealth (UNH)	0.4	$3.8M	+10%	11k	345.31	View chart
Lam Research Corp Com New (LRCX)	0.4	$3.7M		28k	133.90	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$3.7M	-3%	36k	103.07	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$3.7M		111k	33.37	View chart
Nxp Semiconductors N V (NXPI)	0.4	$3.7M	+23%	16k	227.73	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$3.6M	+4%	17k	208.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$3.6M	+8%	40k	89.37	View chart
Verizon Communications (VZ)	0.4	$3.5M	+2%	81k	43.95	View chart
Eaton Corp SHS (ETN)	0.4	$3.5M		9.2k	374.26	View chart
salesforce (CRM)	0.4	$3.4M	+32%	14k	236.99	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$3.3M	-4%	37k	89.03	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$3.3M		41k	80.17	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$3.3M	+15%	66k	49.46	View chart
S&p Global (SPGI)	0.4	$3.2M	+30%	6.7k	486.72	View chart
Costco Wholesale Corporation (COST)	0.4	$3.2M		3.4k	925.61	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$3.2M		18k	174.55	View chart
Duke Energy Corp Com New (DUK)	0.4	$3.2M		26k	123.75	View chart
Intercontinental Exchange (ICE)	0.3	$3.1M	+3%	18k	168.48	View chart
Johnson Ctls Intl SHS (JCI)	0.3	$3.1M		28k	109.95	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$3.1M	-4%	10k	293.77	View chart
Cme (CME)	0.3	$3.1M	+3%	11k	270.20	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$3.1M		103k	29.64	View chart
Digital Realty Trust (DLR)	0.3	$3.0M		18k	172.88	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$3.0M	+78%	41k	72.77	View chart
Palo Alto Networks (PANW)	0.3	$3.0M	+4%	15k	203.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$2.9M		111k	26.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$2.9M		105k	27.90	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$2.9M	+25600%	14k	209.26	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$2.9M	+4%	54k	53.24	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.8M	+12%	7.9k	355.47	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$2.6M	+2%	51k	51.23	View chart
Cadence Design Systems (CDNS)	0.3	$2.6M		7.4k	351.26	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$2.6M		9.1k	279.84	View chart
American Tower Reit (AMT)	0.3	$2.5M	+4%	13k	192.31	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$2.5M	-2%	32k	79.80	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$2.5M	-60%	22k	113.88	View chart
Nextera Energy (NEE)	0.3	$2.4M		32k	75.49	View chart
Eli Lilly & Co. (LLY)	0.3	$2.4M	-2%	3.2k	763.02	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$2.4M	+4%	26k	92.98	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$2.4M	+10%	37k	65.00	View chart
Public Service Enterprise (PEG)	0.3	$2.3M	+2%	28k	83.46	View chart
Cummins (CMI)	0.3	$2.3M	+20%	5.5k	422.38	View chart
Motorola Solutions Com New (MSI)	0.3	$2.3M		5.0k	457.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.3M	+3%	3.8k	612.34	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$2.3M	+6%	45k	50.27	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$2.2M		29k	78.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$2.2M	-23%	22k	100.25	View chart
Synopsys (SNPS)	0.3	$2.2M	+2%	4.5k	493.39	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.2M	+2%	3.9k	568.81	View chart
Nike CL B (NKE)	0.2	$2.2M	-7%	32k	69.73	View chart
Chubb (CB)	0.2	$2.2M		7.8k	282.25	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.2	$2.1M		55k	38.85	View chart
Hewlett Packard Enterprise (HPE)	0.2	$2.1M		85k	24.56	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$2.1M		27k	77.65	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.2	$2.0M	-6%	45k	45.57	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$2.0M	-3%	38k	53.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.0M	-6%	3.4k	600.40	View chart
Edwards Lifesciences (EW)	0.2	$2.0M		26k	77.77	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.2	$2.0M	-2%	47k	42.70	View chart
Intuitive Surgical Com New (ISRG)	0.2	$2.0M	+5%	4.4k	447.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.0M		8.1k	243.55	View chart
Tesla Motors (TSLA)	0.2	$1.9M		4.4k	444.72	View chart
Realty Income (O)	0.2	$1.9M		31k	60.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.9M		16k	118.83	View chart
Analog Devices (ADI)	0.2	$1.8M		7.2k	245.71	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$1.8M		28k	62.91	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$1.7M	-6%	32k	54.76	View chart
Union Pacific Corporation (UNP)	0.2	$1.7M	+4%	7.3k	236.36	View chart
IDEXX Laboratories (IDXX)	0.2	$1.7M	-3%	2.6k	638.89	View chart
Wisdomtree Tr Intl Midcap Dv (DIM)	0.2	$1.7M	+257%	22k	77.29	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$1.7M	-7%	30k	55.33	View chart
Caretrust Reit (CTRE)	0.2	$1.7M		48k	34.68	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.6M	+2%	38k	42.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.6M		60k	27.30	View chart
Fidelity National Information Services (FIS)	0.2	$1.6M	-7%	24k	65.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.5M		28k	54.18	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.5M		3.1k	499.21	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.5M	-4%	6.3k	241.97	View chart
Procter & Gamble Company (PG)	0.2	$1.5M	-5%	9.8k	153.65	View chart
Pepsi (PEP)	0.2	$1.5M		11k	140.45	View chart
Marathon Petroleum Corp (MPC)	0.2	$1.5M		7.7k	192.75	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.4M		18k	82.58	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.4M	+4%	15k	95.19	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.4M	-3%	28k	50.07	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.4M	-5%	17k	82.96	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.4M	-7%	19k	71.37	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$1.4M		11k	125.95	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.2	$1.3M		18k	72.70	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$1.3M		30k	44.10	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.3M	-7%	12k	112.75	View chart
Coca-Cola Company (KO)	0.1	$1.3M		20k	66.32	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$1.3M	-6%	25k	50.75	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$1.3M	-5%	25k	52.30	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.3M	+3%	12k	103.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.3M		20k	65.26	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.3M		14k	87.21	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$1.2M		62k	19.97	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$1.2M	-2%	27k	43.83	View chart
Truist Financial Corp equities (TFC)	0.1	$1.2M		26k	45.72	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M		6.4k	185.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.2M	+2%	13k	93.37	View chart
International Business Machines (IBM)	0.1	$1.2M	+6%	4.2k	282.19	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.2M	+70%	11k	110.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.2M	+4%	20k	59.92	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$1.2M	-5%	12k	99.45	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$1.1M		26k	43.43	View chart
Abbvie (ABBV)	0.1	$1.1M		4.8k	231.53	View chart
At&t (T)	0.1	$1.1M		39k	28.24	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$1.1M	+15%	46k	23.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.1M	-28%	7.4k	145.65	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$1.1M		58k	18.58	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$1.1M	-9%	27k	39.31	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.1	$1.0M		13k	77.90	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.0M	+4%	43k	23.12	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$995k	+70%	20k	49.19	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$994k	-10%	8.9k	111.47	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$992k	-2%	7.6k	129.72	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$980k	-9%	23k	43.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$971k		3.8k	254.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$965k	-14%	4.7k	203.59	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$958k		28k	33.68	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$936k		9.8k	95.89	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$914k	-6%	6.3k	145.59	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$901k	-5%	6.6k	135.65	View chart
Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI)	0.1	$899k		43k	21.13	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$885k	-80%	4.5k	195.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$867k	-4%	2.9k	297.62	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$858k		40k	21.27	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$858k		4.8k	179.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$858k	-5%	2.6k	328.19	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$846k	-2%	22k	38.69	View chart
Bank of America Corporation (BAC)	0.1	$826k		16k	51.59	View chart
Wells Fargo & Company (WFC)	0.1	$813k		9.7k	83.82	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$811k		19k	42.79	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$807k	-2%	5.7k	141.50	View chart
Boeing Company (BA)	0.1	$796k	+32%	3.7k	215.81	View chart
Palantir Technologies Cl A (PLTR)	0.1	$792k		4.3k	182.42	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$792k		6.5k	122.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$786k	+3%	9.0k	87.31	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$779k		16k	48.68	View chart
Qualcomm (QCOM)	0.1	$771k		4.6k	166.38	View chart
Chevron Corporation (CVX)	0.1	$760k		4.9k	155.30	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$754k	+3%	35k	21.57	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$748k	+13%	18k	42.37	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$747k		14k	53.40	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$742k	-5%	16k	45.21	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$723k		2.4k	302.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$703k		7.7k	91.40	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$679k		18k	38.37	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$678k		5.4k	125.95	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$677k	+30%	6.8k	100.05	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$667k		3.0k	222.15	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$666k	-3%	4.3k	155.45	View chart
Ge Aerospace Com New (GE)	0.1	$660k		2.2k	300.80	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$656k	+4%	12k	56.86	View chart
Oklo Com Cl A (OKLO)	0.1	$651k	NEW	5.8k	111.63	View chart
Pfizer (PFE)	0.1	$643k	+2%	25k	25.48	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.1	$642k		359.00	1789.16	View chart
Nfj Dividend Interest (NFJ)	0.1	$627k	-8%	48k	13.01	View chart
Quanta Services (PWR)	0.1	$608k		1.5k	414.42	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$593k		6.1k	96.46	View chart
Goldman Sachs (GS)	0.1	$589k		740.00	796.04	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$578k		12k	48.99	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$578k		15k	37.94	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$562k	-2%	12k	45.31	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$557k		16k	33.89	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$556k		1.8k	307.89	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$556k		50k	11.05	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$547k		11k	50.73	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$542k	+2%	13k	42.13	View chart
Caterpillar (CAT)	0.1	$535k		1.1k	477.15	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$532k	-35%	5.4k	98.88	View chart
Oracle Corporation (ORCL)	0.1	$528k		1.9k	281.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$521k	+21%	5.4k	96.55	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$515k	-10%	5.9k	87.85	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$503k		20k	24.70	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$494k	-38%	4.6k	106.78	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$489k		11k	45.74	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$488k		15k	32.14	View chart
Raytheon Technologies Corp (RTX)	0.1	$484k		2.9k	167.34	View chart
Ishares Msci Equal Weite (EUSA)	0.1	$479k	-2%	4.7k	102.97	View chart
Philip Morris International (PM)	0.1	$477k	-5%	2.9k	162.18	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$477k	-5%	11k	45.42	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$458k	+5%	5.3k	86.31	View chart
Bristol Myers Squibb (BMY)	0.1	$458k		10k	45.10	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$453k	-3%	5.7k	79.93	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.1	$444k	-10%	18k	25.27	View chart
Yum! Brands (YUM)	0.1	$443k		2.9k	152.00	View chart
American Express Company (AXP)	0.1	$441k		1.3k	332.25	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$440k		2.3k	190.58	View chart

Past Filings by WealthShield Partners

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

WealthShield Partners 2025 Q3 filed Oct. 31, 2025
WealthShield Partners 2025 Q2 filed Aug. 8, 2025
WealthShield Partners 2025 Q1 filed May 9, 2025
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

View all past filings

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