Emerald Investment Partners

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

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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 530 positions in its portfolio as reported in the March 2025 quarterly 13F filing

WealthShield Partners has 530 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 4.7 $36M +9% 65k 561.90
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.2 $17M 866k 19.78
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Apple (AAPL) 2.0 $16M +19% 71k 222.13
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.9 $15M +3% 160k 92.83
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $15M 581k 25.04
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Ishares Tr Core Total Usd (IUSB) 1.9 $15M 314k 46.08
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NVIDIA Corporation (NVDA) 1.8 $14M +73% 129k 108.38
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Vanguard World Mega Grwth Ind (MGK) 1.8 $14M +14% 45k 308.87
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Vanguard Index Fds Value Etf (VTV) 1.6 $12M +2% 71k 172.74
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Ishares Tr Core Div Grwth (DGRO) 1.5 $12M +13% 191k 61.78
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Microsoft Corporation (MSFT) 1.5 $12M +30% 31k 375.40
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $12M +18% 68k 170.89
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Blackrock Etf Trust Ishares Us Equit (DYNF) 1.4 $11M 224k 48.76
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Vanguard Specialized Funds Div App Etf (VIG) 1.4 $11M +11% 55k 193.99
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Ishares Tr S&p 500 Val Etf (IVE) 1.3 $11M +45% 55k 190.58
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Ishares Core Msci Emkt (IEMG) 1.3 $11M +17% 194k 53.97
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Vaneck Etf Trust Ig Floating Rate (FLTR) 1.3 $9.9M +2% 387k 25.55
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.2 $9.4M 354k 26.58
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $9.3M +228% 17k 559.77
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Vanguard World Mega Cap Val Etf (MGV) 1.1 $8.9M +7% 69k 128.78
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Amazon (AMZN) 1.1 $8.7M +17% 46k 190.26
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Wal-Mart Stores (WMT) 1.1 $8.7M +87% 99k 87.90
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Ishares Tr Eafe Value Etf (EFV) 1.1 $8.5M -6% 144k 58.94
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Pimco Etf Tr Active Bd Etf (BOND) 1.1 $8.3M 90k 92.47
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JPMorgan Chase & Co. (JPM) 1.0 $7.9M +9% 32k 245.30
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Ishares Tr National Mun Etf (MUB) 1.0 $7.4M +3% 71k 105.44
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $7.3M +14% 47k 154.64
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.9 $7.1M 92k 77.05
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $7.0M 302k 23.16
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Ishares Tr 20+ Year Tr Bd (TLTW) 0.9 $6.8M +3% 283k 24.06
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Trane Technologies SHS (TT) 0.8 $6.5M +94% 19k 337.33
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Vanguard Index Fds Growth Etf (VUG) 0.8 $6.3M +7% 17k 370.82
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $6.1M -3% 35k 173.23
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Meta Platforms Cl A (META) 0.8 $6.0M +11% 10k 576.36
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Crowdstrike Hldgs Cl A (CRWD) 0.8 $5.9M +2% 17k 352.58
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Ishares Tr Eafe Grwth Etf (EFG) 0.8 $5.9M -37% 59k 100.00
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.7 $5.7M +85% 56k 102.33
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.7 $5.6M 71k 79.46
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Netflix (NFLX) 0.7 $5.3M +15% 5.6k 932.53
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.7 $5.3M 67k 78.40
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $5.2M +116% 9.8k 532.58
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Home Depot (HD) 0.7 $5.1M +6% 14k 366.49
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Visa Com Cl A (V) 0.6 $5.1M +9% 14k 350.47
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Motorola Solutions Com New (MSI) 0.6 $4.9M +109% 11k 438.31
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UnitedHealth (UNH) 0.6 $4.7M +14% 8.9k 523.74
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Select Sector Spdr Tr Technology (XLK) 0.6 $4.6M -23% 22k 206.48
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.6 $4.5M 54k 83.00
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Intercontinental Exchange (ICE) 0.6 $4.4M +6% 26k 172.50
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Palo Alto Networks (PANW) 0.6 $4.3M +11% 25k 170.64
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Uber Technologies (UBER) 0.6 $4.3M NEW 59k 72.86
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Johnson Ctls Intl SHS (JCI) 0.6 $4.3M +92% 54k 80.28
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Cme (CME) 0.5 $4.2M +4% 16k 265.29
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Ishares Msci Emrg Chn (EMXC) 0.5 $3.9M -21% 70k 55.09
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $3.9M +3% 53k 73.45
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Ishares Tr U.s. Tech Etf (IYW) 0.5 $3.8M +2% 27k 140.44
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Nxp Semiconductors N V (NXPI) 0.5 $3.8M +97% 20k 190.53
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TJX Companies (TJX) 0.5 $3.7M +14% 31k 121.80
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Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $3.7M +29% 29k 127.08
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Ishares Tr Mbs Etf (MBB) 0.5 $3.7M -6% 40k 93.78
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $3.5M +3% 9.8k 361.10
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Verizon Communications (VZ) 0.4 $3.5M +2% 77k 45.36
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.4 $3.4M +126% 33k 103.75
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Citigroup Com New (C) 0.4 $3.3M +14% 47k 70.99
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Costco Wholesale Corporation (COST) 0.4 $3.3M -15% 3.5k 945.87
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Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $3.3M +11% 16k 202.13
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Merck & Co (MRK) 0.4 $3.3M +81% 37k 90.18
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Ishares Tr Micro-cap Etf (IWC) 0.4 $3.3M 29k 110.91
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $3.1M +6% 20k 160.48
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Broadcom (AVGO) 0.4 $3.1M +14% 19k 167.43
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Duke Energy Corp Com New (DUK) 0.4 $3.1M +29% 25k 121.97
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $3.1M +3% 17k 186.27
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Chipotle Mexican Grill (CMG) 0.4 $3.0M +22% 61k 50.21
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $3.0M 110k 27.57
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $3.0M -13% 33k 91.03
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Ishares Tr S&p 100 Etf (OEF) 0.4 $2.9M +373% 11k 270.83
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Fidelity National Information Services (FIS) 0.4 $2.9M +39% 39k 74.68
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American Tower Reit (AMT) 0.4 $2.8M +23% 13k 217.60
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salesforce (CRM) 0.4 $2.8M +21% 10k 268.37
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $2.8M +4% 11k 244.62
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L3harris Technologies (LHX) 0.4 $2.8M -29% 13k 209.30
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $2.8M 35k 80.37
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $2.8M 106k 26.20
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.8M +3% 28k 98.92
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Caretrust Reit (CTRE) 0.4 $2.7M +93% 95k 28.74
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Eli Lilly & Co. (LLY) 0.3 $2.7M +10% 3.3k 825.97
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $2.6M 32k 81.69
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $2.6M 119k 22.08
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Fiserv (FI) 0.3 $2.6M +3% 12k 220.83
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $2.6M 37k 69.74
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S&p Global (SPGI) 0.3 $2.5M +8% 5.0k 508.11
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $2.5M +2% 107k 23.43
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $2.5M +5% 48k 52.38
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.5M +19% 24k 104.57
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Ishares Tr Core Msci Intl (IDEV) 0.3 $2.5M -4% 36k 68.89
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Eaton Corp SHS (ETN) 0.3 $2.4M 9.0k 271.84
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Digital Realty Trust (DLR) 0.3 $2.3M +5% 16k 143.29
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.3 $2.3M -7% 51k 45.06
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $2.2M 44k 50.33
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Public Service Enterprise (PEG) 0.3 $2.2M +9% 27k 82.30
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Nextera Energy (NEE) 0.3 $2.2M +9% 31k 70.89
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Select Sector Spdr Tr Financial (XLF) 0.3 $2.1M +13% 41k 49.81
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $2.1M 27k 75.91
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Spdr Gold Tr Gold Shs (GLD) 0.3 $2.0M +50% 7.1k 288.14
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Analog Devices (ADI) 0.3 $2.0M +24% 10k 201.67
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $2.0M 9.1k 222.15
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Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.3 $2.0M +5% 56k 35.70
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Mastercard Incorporated Cl A (MA) 0.3 $2.0M NEW 3.6k 548.12
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $1.9M 37k 51.45
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.9M -24% 3.7k 513.87
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $1.9M +4% 29k 65.76
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Spdr Index Shs Fds S&p Intl Etf (DWX) 0.2 $1.9M +3% 49k 38.36
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McDonald's Corporation (MCD) 0.2 $1.9M +32% 6.0k 312.35
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.9M +286% 4.0k 469.13
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $1.8M +2% 36k 51.07
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Hewlett Packard Enterprise (HPE) 0.2 $1.8M +119% 117k 15.49
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Procter & Gamble Company (PG) 0.2 $1.8M +7% 11k 170.43
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Realty Income (O) 0.2 $1.7M +19% 30k 58.01
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.7M +7% 60k 27.96
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Cadence Design Systems (CDNS) 0.2 $1.7M +23% 6.6k 254.33
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Synopsys (SNPS) 0.2 $1.7M +20% 3.9k 428.85
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Union Pacific Corporation (UNP) 0.2 $1.6M +14% 6.8k 236.24
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Ishares Gold Tr Ishares New (IAU) 0.2 $1.6M +109% 27k 58.96
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Pepsi (PEP) 0.2 $1.6M +8% 10k 149.93
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Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $1.5M +624% 42k 36.29
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $1.5M +25% 32k 46.81
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Alphabet Cap Stk Cl C (GOOG) 0.2 $1.5M +69% 9.5k 156.24
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.5M +2% 18k 82.73
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $1.4M -3% 36k 40.49
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Coca-Cola Company (KO) 0.2 $1.4M +16% 20k 71.79
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.4M +50% 7.1k 199.49
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Ishares Tr Ultra Short-term (ICSH) 0.2 $1.4M 28k 50.70
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Lockheed Martin Corporation (LMT) 0.2 $1.4M -49% 3.1k 446.74
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $1.4M +3% 24k 56.47
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $1.4M +874% 20k 70.21
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.4M +31% 27k 49.62
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $1.3M 35k 38.34
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Wisdomtree Tr Us Midcap Divid (DON) 0.2 $1.3M +6% 27k 49.52
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Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $1.3M +51% 56k 22.98
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.3M +39% 28k 45.26
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Ishares Esg Awr Msci Em (ESGE) 0.2 $1.3M 36k 34.95
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Cummins (CMI) 0.2 $1.3M NEW 4.0k 313.45
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Ishares Tr Core Msci Total (IXUS) 0.2 $1.2M +3% 18k 69.81
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Exxon Mobil Corporation (XOM) 0.2 $1.2M +24% 10k 118.94
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $1.2M +26% 13k 90.59
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.2M -4% 11k 108.69
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.2M +45% 20k 58.35
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Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.1 $1.2M -17% 34k 34.62
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.2M 9.7k 119.73
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Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.1 $1.2M +2% 18k 65.11
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $1.1M +7% 32k 36.14
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.1M +2% 14k 78.85
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.1M 13k 83.28
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Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.1 $1.1M 58k 18.85
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Truist Financial Corp equities (TFC) 0.1 $1.1M +2% 26k 41.15
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.1M -5% 5.6k 188.16
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Abbvie (ABBV) 0.1 $1.0M +8% 5.0k 209.53
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $1.0M +2% 30k 34.21
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Marathon Petroleum Corp (MPC) 0.1 $1.0M +10% 7.1k 145.69
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.0M +19% 20k 50.83
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $1.0M -4% 13k 78.28
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $996k +82% 30k 33.24
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Johnson & Johnson (JNJ) 0.1 $992k +9% 6.0k 165.83
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $979k NEW 11k 90.67
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $979k +5% 12k 81.73
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At&t (T) 0.1 $973k +4% 34k 28.28
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $970k 54k 18.06
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Pimco Etf Tr Enhancd Short (EMNT) 0.1 $963k 9.8k 98.75
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $944k +34% 4.3k 221.76
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Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $933k +5% 29k 31.96
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $931k +5% 40k 23.06
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $930k 7.5k 124.50
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $926k -17% 3.4k 274.85
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Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.1 $917k NEW 24k 38.69
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Tesla Motors (TSLA) 0.1 $895k +56% 3.5k 259.16
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United Sts Commodity Index F Comm Idx Fnd (USCI) 0.1 $894k 12k 72.12
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $889k -5% 15k 60.66
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $852k -40% 7.0k 121.90
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $841k 7.3k 114.87
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $823k +4% 19k 42.92
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Nfj Dividend Interest (NFJ) 0.1 $814k -9% 67k 12.13
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $796k 4.7k 170.12
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Ishares Tr Core High Dv Etf (HDV) 0.1 $791k +100% 6.5k 121.12
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Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.1 $784k +4% 41k 19.07
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $776k 8.0k 97.48
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Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) 0.1 $771k +2% 42k 18.39
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Wells Fargo & Company (WFC) 0.1 $763k +41% 11k 71.79
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Chevron Corporation (CVX) 0.1 $762k +2% 4.6k 167.30
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $760k 3.0k 251.77
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $752k -34% 7.1k 105.59
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $742k -3% 18k 40.41
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $730k -13% 6.0k 122.01
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $715k +5% 33k 21.51
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Qualcomm (QCOM) 0.1 $711k NEW 4.6k 153.62
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $689k 19k 36.41
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $688k 7.6k 90.50
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Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.1 $687k 20k 34.30
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Ishares Tr Conv Bd Etf (ICVT) 0.1 $677k +5% 8.1k 83.61
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Bank of America Corporation (BAC) 0.1 $666k +120% 16k 41.73
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.1 $666k +3% 359.00 1854.12
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Bristol Myers Squibb (BMY) 0.1 $657k 11k 60.99
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $648k +6% 8.6k 75.65
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Pfizer (PFE) 0.1 $618k +6% 24k 25.34
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BlackRock Credit All Inc Trust IV (BTZ) 0.1 $616k +11% 57k 10.72
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International Business Machines (IBM) 0.1 $613k +7% 2.5k 248.70
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Pimco Etf Tr Muni Income Opp (MINO) 0.1 $612k 14k 44.73
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $595k -5% 6.2k 95.36
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $593k 14k 43.70
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Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $576k NEW 12k 49.53
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $573k -2% 1.1k 534.71
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Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $570k -11% 5.6k 102.41
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $568k -3% 11k 50.63
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $564k +8% 2.2k 253.86
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IDEXX Laboratories (IDXX) 0.1 $537k 1.3k 419.95
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Ishares Tr Invt Grd Corp Bd (LQDW) 0.1 $537k +2% 20k 26.29
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $519k +2% 3.2k 161.29
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $519k -10% 4.5k 116.55
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $518k -39% 12k 41.85
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $515k 17k 30.87
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Philip Morris International (PM) 0.1 $505k +14% 3.2k 159.57
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $503k 21k 24.24
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Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $501k +43% 12k 42.45
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $482k 6.6k 72.49
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Ishares Msci Equal Weite (EUSA) 0.1 $475k 5.1k 93.59
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $474k +2% 1.8k 258.64
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $466k +203% 1.8k 257.05
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Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.1 $464k +263% 12k 40.50
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Yum! Brands (YUM) 0.1 $458k +4% 2.9k 157.36
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Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.1 $449k +96% 20k 22.57
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $448k +2% 8.7k 51.78
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $445k +3% 5.6k 78.94
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Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $441k -2% 12k 37.86
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United Parcel Service CL B (UPS) 0.1 $435k +47% 4.0k 109.98
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Pacer Fds Tr Wealthshield (PWS) 0.1 $429k 14k 30.82
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Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $425k NEW 13k 31.69
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Ishares Tr High Yld Systm B (HYDB) 0.1 $413k +5% 8.8k 47.09
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Goldman Sachs (GS) 0.1 $409k +24% 748.00 546.58
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Ge Aerospace Com New (GE) 0.1 $409k +15% 2.0k 200.49
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Starbucks Corporation (SBUX) 0.1 $403k +33% 4.1k 98.09
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Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $397k -5% 6.7k 59.51
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Palantir Technologies Cl A (PLTR) 0.1 $396k +25% 4.7k 84.40
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Quest Diagnostics Incorporated (DGX) 0.1 $390k 2.3k 169.20
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Caterpillar (CAT) 0.0 $386k +33% 1.2k 329.80
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $372k +36% 886.00 420.06
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American Centy Etf Tr Avantis Responsi (AVSD) 0.0 $372k +19% 6.2k 59.98
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Quanta Services (PWR) 0.0 $371k 1.5k 254.18
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Automatic Data Processing (ADP) 0.0 $368k +39% 1.2k 306.57
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Raytheon Technologies Corp (RTX) 0.0 $365k +8% 2.8k 132.46
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American Express Company (AXP) 0.0 $360k +71% 1.3k 268.95
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Abbott Laboratories (ABT) 0.0 $354k +45% 2.7k 132.63
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Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) 0.0 $350k +38% 11k 32.39
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Past Filings by WealthShield Partners

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

View all past filings