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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, IEMG, AAPL, SCHF, MGK, and represent 12.23% of WealthShield Partners's stock portfolio.
Added to shares of these 10 stocks: BWX (+$7.8M), NFLX (+$5.1M), IVE, XLK, MTUM, UPS, ISRG, WFC, GILD, IEMG.
Started 32 new stock positions in ETR, WELL, NYF, AEP, FEZ, UNOV, VSGX, JGRO, AVSE, DE.
Reduced shares in these 10 stocks: QUAL (-$5.0M), FLTR, BNDX, , PEG, SNPS, NKE, NVDA, , EFV.
Sold out of its positions in ARKG, AMT, BP, COP, DASH, JETS, FIS, LMBS, FTSM, FLGB.
WealthShield Partners was a net buyer of stock by $20M.
WealthShield Partners has $907M in assets under management (AUM), dropping by 2.83%.
Central Index Key (CIK): 0001729303

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Portfolio Holdings for WealthShield Partners

WealthShield Partners holds 565 positions in its portfolio as reported in the December 2025 quarterly 13F filing

WealthShield Partners has 565 total positions. Only the first 250 positions are shown.

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Download the WealthShield Partners December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.5	$32M	+3%	47k	684.94	View chart
Ishares Core Msci Emkt (IEMG)	2.3	$21M	+8%	307k	67.22	View chart
Apple (AAPL)	2.3	$21M		76k	271.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.1	$19M		806k	24.04	View chart
Vanguard World Mega Grwth Ind (MGK)	2.0	$18M	-2%	45k	412.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.0	$18M	+2%	147k	123.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.0	$18M	+31%	86k	212.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$17M	-5%	518k	32.63	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.8	$17M	+2%	271k	60.81	View chart
Microsoft Corporation (MSFT)	1.7	$15M	+2%	32k	483.62	View chart
NVIDIA Corporation (NVDA)	1.7	$15M	-9%	82k	186.50	View chart
Ishares Tr Core Div Grwth (DGRO)	1.4	$13M		186k	69.42	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.4	$13M		277k	46.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$12M		55k	219.78	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$12M	-10%	165k	71.41	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$12M	-3%	61k	190.99	View chart
Ishares Tr S&p 100 Etf (OEF)	1.3	$11M	+6%	33k	342.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$11M	-2%	36k	313.00	View chart
Amazon (AMZN)	1.2	$11M	+4%	48k	230.82	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.1	$10M	-2%	341k	29.61	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.1	$10M		71k	141.20	View chart
JPMorgan Chase & Co. (JPM)	1.1	$10M		31k	322.22	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.0	$8.9M	+22%	96k	93.08	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$8.6M		18k	487.87	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.9	$8.0M	+3709%	354k	22.53	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.9	$7.9M	+8%	347k	22.67	View chart
Meta Platforms Cl A (META)	0.9	$7.8M	+10%	12k	660.07	View chart
Spdr Series Trust State Street Spd (MDYV)	0.8	$7.4M		87k	84.65	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$7.2M		16k	468.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$7.1M	-41%	36k	198.62	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$6.7M	+23%	285k	23.37	View chart
Spdr Series Trust State Street Spd (MDYG)	0.7	$6.5M		71k	92.43	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$6.5M	+106%	45k	143.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$6.5M		13k	502.65	View chart
Broadcom (AVGO)	0.7	$6.5M		19k	346.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$6.5M	+54%	26k	250.31	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$6.3M	-14%	59k	107.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$6.3M		9.2k	681.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$6.3M	-2%	33k	191.56	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.7	$6.1M	+2%	158k	38.56	View chart
Wal-Mart Stores (WMT)	0.7	$6.1M		55k	111.41	View chart
Spdr Series Trust State Street Spd (SLYV)	0.7	$6.1M	-4%	67k	90.97	View chart
Citigroup Com New (C)	0.7	$6.0M		51k	116.69	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$5.8M	+11%	173k	33.30	View chart
Netflix (NFLX)	0.6	$5.6M	+1016%	60k	93.76	View chart
Visa Com Cl A (V)	0.6	$5.4M	+3%	15k	350.71	View chart
Uber Technologies (UBER)	0.6	$5.3M	+11%	65k	81.71	View chart
TJX Companies (TJX)	0.6	$5.2M		34k	153.61	View chart
Spdr Series Trust State Street Spd (SLYG)	0.6	$5.2M	-2%	55k	94.19	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$5.2M	-4%	51k	101.67	View chart
Home Depot (HD)	0.6	$5.1M		15k	344.09	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.6	$5.1M	-39%	199k	25.48	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$4.9M		29k	167.94	View chart
McDonald's Corporation (MCD)	0.5	$4.8M	-2%	16k	305.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$4.7M		10k	473.32	View chart
Lam Research Corp Com New (LRCX)	0.5	$4.7M	-2%	27k	171.18	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$4.6M	+23%	45k	104.08	View chart
Intuitive Surgical Com New (ISRG)	0.5	$4.4M	+77%	7.8k	566.36	View chart
UnitedHealth (UNH)	0.5	$4.4M	+20%	13k	330.12	View chart
Trane Technologies SHS (TT)	0.5	$4.3M	+5%	11k	389.21	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$4.1M	+3%	43k	95.22	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$4.1M	-5%	38k	106.70	View chart
L3harris Technologies (LHX)	0.4	$4.0M		14k	293.56	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$3.9M	+8%	120k	32.75	View chart
salesforce (CRM)	0.4	$3.9M		15k	264.91	View chart
Johnson Ctls Intl SHS (JCI)	0.4	$3.8M	+12%	32k	119.75	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$3.7M	+7%	40k	93.97	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$3.6M	-19%	23k	157.70	View chart
Nxp Semiconductors N V (NXPI)	0.4	$3.6M		16k	217.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$3.5M	+3%	43k	81.17	View chart
S&p Global (SPGI)	0.4	$3.4M		6.5k	522.60	View chart
Eli Lilly & Co. (LLY)	0.4	$3.4M		3.1k	1074.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$3.3M	-9%	16k	211.85	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$3.3M	+9%	15k	214.69	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$3.2M	-18%	44k	74.07	View chart
Cme (CME)	0.4	$3.2M	+3%	12k	273.08	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$3.2M	+21%	38k	83.61	View chart
Intercontinental Exchange (ICE)	0.3	$3.1M	+4%	19k	161.96	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$3.1M		102k	30.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.1M	+30%	4.9k	627.09	View chart
Palo Alto Networks (PANW)	0.3	$3.1M	+12%	17k	184.20	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$3.0M	-6%	17k	177.44	View chart
Duke Energy Corp Com New (DUK)	0.3	$3.0M		26k	117.21	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$3.0M	-10%	36k	82.48	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$3.0M		110k	26.95	View chart
Eaton Corp SHS (ETN)	0.3	$3.0M		9.3k	318.52	View chart
Spdr Series Trust State Street Spd (TFI)	0.3	$3.0M	+43%	65k	45.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.0M	-5%	7.4k	396.31	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$2.9M	+2%	56k	52.77	View chart
Cummins (CMI)	0.3	$2.9M	+4%	5.7k	510.47	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$2.9M	-16%	33k	87.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$2.9M	-3%	101k	28.56	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.8M	-3%	10k	279.26	View chart
Digital Realty Trust (DLR)	0.3	$2.8M	+3%	18k	154.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.8M	+9%	8.8k	313.79	View chart
Wells Fargo & Company (WFC)	0.3	$2.8M	+204%	30k	93.20	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$2.6M	+4%	53k	50.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$2.6M	+18%	26k	99.83	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$2.6M	+4%	27k	95.09	View chart
Chubb (CB)	0.3	$2.5M	+4%	8.1k	312.12	View chart
Costco Wholesale Corporation (COST)	0.3	$2.5M	-15%	2.9k	862.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.4M	+17%	4.0k	614.32	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$2.4M		9.0k	269.18	View chart
United Parcel Service CL B (UPS)	0.3	$2.4M	+595%	24k	99.19	View chart
Wisdomtree Tr Intl Midcap Dv (DIM)	0.3	$2.3M	+30%	29k	80.56	View chart
Cadence Design Systems (CDNS)	0.3	$2.3M		7.3k	312.58	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$2.3M		29k	80.22	View chart
Edwards Lifesciences (EW)	0.3	$2.3M	+3%	27k	85.25	View chart
Hewlett Packard Enterprise (HPE)	0.3	$2.3M	+10%	95k	24.02	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.2	$2.2M		56k	39.15	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$2.2M	+7%	29k	75.85	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$2.1M		38k	54.77	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.2	$2.1M		47k	43.94	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.1M	-6%	3.6k	570.88	View chart
Nextera Energy (NEE)	0.2	$2.0M	-21%	26k	80.28	View chart
Verizon Communications (VZ)	0.2	$2.0M	-38%	50k	41.22	View chart
Tesla Motors (TSLA)	0.2	$2.0M		4.4k	449.72	View chart
Analog Devices (ADI)	0.2	$2.0M		7.2k	271.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.0M	+3%	16k	120.18	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.9M	+30%	4.0k	483.70	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$1.9M	+56%	17k	113.72	View chart
Motorola Solutions Com New (MSI)	0.2	$1.9M	-2%	4.9k	383.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.8M	+19%	7.5k	246.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.8M	+10%	67k	27.39	View chart
IDEXX Laboratories (IDXX)	0.2	$1.8M		2.6k	676.53	View chart
Union Pacific Corporation (UNP)	0.2	$1.8M	+5%	7.6k	231.31	View chart
Caretrust Reit (CTRE)	0.2	$1.7M		48k	36.16	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$1.7M		31k	55.58	View chart
Gilead Sciences (GILD)	0.2	$1.7M	NEW	14k	122.74	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$1.7M	-26%	33k	50.32	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.7M	-9%	33k	49.65	View chart
Pepsi (PEP)	0.2	$1.6M	+4%	11k	143.53	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$1.6M	-8%	28k	56.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.5M	+19%	23k	66.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.5M		29k	53.76	View chart
Realty Income (O)	0.2	$1.5M	-11%	27k	56.37	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.5M		18k	84.64	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M	+9%	7.1k	206.96	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.4M	+3%	12k	120.34	View chart
Procter & Gamble Company (PG)	0.2	$1.4M		10k	143.31	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.2	$1.4M	+3%	19k	75.45	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.4M		15k	96.28	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.4M		19k	73.56	View chart
Coca-Cola Company (KO)	0.2	$1.4M	+2%	20k	69.91	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$1.4M		11k	129.16	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.4M	-20%	30k	45.21	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$1.4M		30k	44.65	View chart
Paypal Holdings (PYPL)	0.1	$1.4M	NEW	23k	58.38	View chart
Truist Financial Corp equities (TFC)	0.1	$1.3M		26k	49.21	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$1.3M		25k	51.60	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.3M		7.7k	162.62	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$1.3M	+2%	28k	45.05	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$1.2M		63k	19.68	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M	+24%	5.9k	210.34	View chart
International Business Machines (IBM)	0.1	$1.2M		4.2k	296.24	View chart
Abbvie (ABBV)	0.1	$1.2M	+13%	5.4k	228.49	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$1.2M	+100%	29k	42.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.2M		13k	96.03	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.2M	-12%	15k	82.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.2M		19k	62.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.2M	-52%	11k	113.92	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.2M	-16%	23k	50.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.2M	+515%	3.2k	373.44	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$1.2M	+9%	50k	23.38	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$1.2M	+2%	12k	97.80	View chart
Bank of America Corporation (BAC)	0.1	$1.1M	+26%	20k	55.00	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$1.1M	-2%	25k	43.70	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.1M	+10%	8.4k	131.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.1M		7.3k	148.69	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$1.1M	+91%	24k	45.32	View chart
At&t (T)	0.1	$1.1M	+11%	43k	24.84	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$1.1M		58k	18.43	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$1.1M	-39%	17k	63.18	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$1.1M		27k	39.92	View chart
Entergy Corporation (ETR)	0.1	$1.1M	NEW	11k	92.43	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.1	$1.0M	+2%	13k	77.61	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.0M	+2%	44k	23.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.0M	+16%	3.0k	335.30	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.0M	+2%	23k	44.17	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$995k		4.8k	206.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$992k		3.8k	257.94	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$987k		9.0k	110.01	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$971k	-24%	19k	50.58	View chart
Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI)	0.1	$958k		43k	22.36	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$950k	NEW	11k	89.76	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$949k		28k	33.45	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$946k		9.8k	96.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$930k	+79%	9.7k	96.27	View chart
Chevron Corporation (CVX)	0.1	$916k	+22%	6.0k	152.42	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$910k	-2%	6.1k	148.97	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$892k	-3%	6.4k	139.34	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$884k		40k	22.00	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$870k	+10%	7.2k	121.61	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$868k	-3%	4.3k	199.68	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$844k		22k	39.10	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$837k		19k	44.41	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$835k	-15%	17k	48.68	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$830k	+29%	15k	55.80	View chart
Boeing Company (BA)	0.1	$813k		3.7k	217.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$808k		9.0k	89.46	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$806k	+20%	8.2k	98.50	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$806k		5.7k	141.16	View chart
Goldman Sachs (GS)	0.1	$805k	+23%	916.00	879.02	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$802k	+4%	17k	47.74	View chart
Raytheon Technologies Corp (RTX)	0.1	$799k	+50%	4.4k	183.41	View chart
Palantir Technologies Cl A (PLTR)	0.1	$796k	+3%	4.5k	177.75	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$774k	-12%	2.6k	302.11	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.1	$756k		352.00	2146.18	View chart
Qualcomm (QCOM)	0.1	$746k	-5%	4.4k	171.06	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$736k	-4%	16k	47.22	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$729k		35k	20.89	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$717k	+2%	18k	39.64	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$715k	-6%	13k	54.71	View chart
Pfizer (PFE)	0.1	$711k	+5%	27k	26.78	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$698k	-38%	11k	64.42	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$690k	-6%	2.2k	309.04	View chart
Ge Aerospace Com New (GE)	0.1	$680k		2.2k	308.03	View chart
Quanta Services (PWR)	0.1	$679k	+9%	1.6k	422.06	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$671k		4.3k	156.63	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$668k	-3%	5.2k	128.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$653k	-4%	7.4k	88.53	View chart
Caterpillar (CAT)	0.1	$650k		1.1k	572.87	View chart
Nfj Dividend Interest (NFJ)	0.1	$630k		49k	12.89	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.1	$618k	+43%	25k	24.55	View chart
Merck & Co (MRK)	0.1	$618k	+30%	5.9k	105.27	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$591k		12k	50.04	View chart
Bristol Myers Squibb (BMY)	0.1	$588k	+7%	11k	53.94	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$580k	+6%	12k	50.59	View chart
Schwab Strategic Tr Government Money (SGVT)	0.1	$576k	+261%	5.7k	100.48	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$572k	+682%	3.7k	154.80	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$570k	+7%	5.8k	98.58	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$563k		17k	33.81	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$558k	+140%	4.0k	141.05	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$557k	-5%	5.8k	96.17	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$552k	-3%	1.8k	314.83	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$537k		5.9k	90.43	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$535k		49k	10.83	View chart
Advanced Micro Devices (AMD)	0.1	$533k	-3%	2.5k	214.16	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$517k	+27%	2.2k	235.94	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$511k	-13%	13k	39.02	View chart
Oracle Corporation (ORCL)	0.1	$501k	+37%	2.6k	194.91	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$500k		11k	46.74	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$499k		16k	31.21	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$497k		15k	32.77	View chart
American Express Company (AXP)	0.1	$492k		1.3k	370.06	View chart
Morgan Stanley Com New (MS)	0.1	$491k	+29%	2.8k	177.53	View chart
Automatic Data Processing (ADP)	0.1	$484k	+85%	1.9k	257.23	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$476k	-2%	10k	46.34	View chart
Philip Morris International (PM)	0.1	$470k		2.9k	160.39	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$467k	NEW	12k	38.06	View chart

Past Filings by WealthShield Partners

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

WealthShield Partners 2025 Q4 filed Feb. 3, 2026
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

View all past filings

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