Emerald Investment Partners
Latest statistics and disclosures from WealthShield Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, LQDH, VTI, SCHF, ESGU, and represent 16.91% of WealthShield Partners's stock portfolio.
- Added to shares of these 10 stocks: LQDH (+$20M), SCHF (+$19M), VTI (+$19M), SCHG (+$12M), IVV (+$11M), XSOE (+$11M), VTV (+$10M), AGZD (+$8.4M), SCHV (+$7.7M), XLE (+$7.0M).
- Started 145 new stock positions in SHYF, EWZ, MGU, HYMB, NUSC, EFA, PID, ADP, WFC, TRTN.
- Reduced shares in these 10 stocks: PSI (-$8.8M), , , PTBD (-$7.1M), XLK (-$6.8M), RSP (-$6.0M), VNQ (-$5.1M), VB, REMX, VBND.
- Sold out of its positions in ALK, APH, AVLR, BSY, CI, CBRL, VBND, SATS, FSS, FTEC.
- WealthShield Partners was a net buyer of stock by $246M.
- WealthShield Partners has $624M in assets under management (AUM), dropping by 67.14%.
- Central Index Key (CIK): 0001729303
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Portfolio Holdings for WealthShield Partners
Companies in the WealthShield Partners portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 4.5 | $28M | +67% | 62k | 453.69 | |
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 3.2 | $20M | NEW | 215k | 93.53 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 3.2 | $20M | +1878% | 87k | 227.67 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.0 | $19M | NEW | 517k | 36.72 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 3.0 | $19M | +9% | 183k | 101.35 | |
Vanguard Index Fds Value Etf (VTV) | 2.0 | $13M | +389% | 86k | 147.78 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.9 | $12M | NEW | 156k | 74.82 | |
Apple (AAPL) | 1.8 | $11M | +113% | 65k | 174.62 | |
Ishares Tr Core Div Grwth (DGRO) | 1.7 | $11M | +11% | 201k | 53.41 | |
Wisdomtree Tr Em Ex St-owned (XSOE) | 1.7 | $11M | NEW | 325k | 32.66 | |
Ishares Tr Core Total Usd (IUSB) | 1.5 | $9.3M | +57% | 186k | 49.63 | |
Vanguard World Mega Grwth Ind (MGK) | 1.4 | $8.8M | 38k | 235.39 | ||
Wisdomtree Tr Intrst Rate Hdge (AGZD) | 1.3 | $8.4M | NEW | 180k | 46.44 | |
Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $7.7M | +50% | 48k | 162.17 | |
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Microsoft Corporation (MSFT) | 1.2 | $7.7M | +48% | 25k | 308.32 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.2 | $7.7M | NEW | 107k | 71.39 | |
Ishares Tr Eafe Value Etf (EFV) | 1.2 | $7.3M | +6% | 145k | 50.26 | |
Ishares Tr National Mun Etf (MUB) | 1.1 | $7.2M | +38% | 65k | 109.65 | |
Select Sector Spdr Tr Energy (XLE) | 1.1 | $7.0M | NEW | 92k | 76.44 | |
Vanguard World Mega Cap Val Etf (MGV) | 1.1 | $6.8M | 63k | 107.32 | ||
Vanguard Index Fds Growth Etf (VUG) | 1.1 | $6.8M | +114% | 24k | 287.58 | |
Spdr Gold Tr Gold Shs (GLD) | 1.1 | $6.6M | +1839% | 36k | 180.65 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $6.0M | +782% | 17k | 362.58 | |
Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.9 | $5.7M | NEW | 156k | 36.91 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.9 | $5.4M | +11% | 216k | 24.91 | |
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) | 0.9 | $5.3M | NEW | 242k | 22.07 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.9 | $5.3M | NEW | 76k | 70.37 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $5.0M | +12% | 47k | 107.88 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $4.8M | -22% | 50k | 96.27 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.8 | $4.8M | NEW | 81k | 59.26 | |
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.8 | $4.7M | NEW | 64k | 74.21 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.7 | $4.6M | 49k | 94.91 | ||
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.7 | $4.5M | NEW | 54k | 83.34 | |
Broadcom (AVGO) | 0.7 | $4.4M | +168% | 6.9k | 629.65 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $4.3M | +24% | 1.5k | 2781.31 | |
Pacer Fds Tr Trendpilot Us Bd (PTBD) | 0.7 | $4.3M | -62% | 176k | 24.31 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $4.1M | +13% | 38k | 107.10 | |
Amazon (AMZN) | 0.6 | $3.9M | +22% | 1.2k | 3260.33 | |
Ishares Esg Awr Msci Em (ESGE) | 0.6 | $3.7M | +15% | 101k | 36.73 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $3.7M | -14% | 21k | 175.93 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.6 | $3.6M | NEW | 43k | 83.83 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.6 | $3.5M | 33k | 105.65 | ||
Ishares Tr Micro-cap Etf (IWC) | 0.5 | $3.4M | NEW | 27k | 128.85 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $3.4M | +101% | 23k | 149.65 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $3.3M | NEW | 50k | 66.34 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $3.3M | +79% | 25k | 136.33 | |
Invesco Exchange Traded Fd T S&p500 Eql Enr (RYE) | 0.5 | $3.3M | NEW | 49k | 67.34 | |
Pacer Fds Tr Wealthshield (PWS) | 0.5 | $3.3M | -46% | 106k | 30.79 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $3.3M | +40% | 47k | 69.51 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.5 | $3.1M | 63k | 48.46 | ||
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.5 | $3.0M | +141% | 14k | 222.80 | |
First Tr Exchange-traded Nat Gas Etf (FCG) | 0.5 | $3.0M | NEW | 124k | 24.39 | |
Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.5 | $2.9M | NEW | 40k | 72.79 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $2.8M | +127% | 37k | 76.39 | |
salesforce (CRM) | 0.4 | $2.7M | +110% | 13k | 212.35 | |
Ishares Tr Core Msci Intl (IDEV) | 0.4 | $2.7M | NEW | 43k | 63.64 | |
Ishares Tr Tips Bd Etf (TIP) | 0.4 | $2.7M | +18% | 22k | 124.59 | |
Select Sector Spdr Tr Technology (XLK) | 0.4 | $2.6M | -72% | 16k | 158.96 | |
Northern Oil And Gas Inc Mn (NOG) | 0.4 | $2.6M | +79% | 90k | 28.31 | |
Home Depot (HD) | 0.4 | $2.5M | +68% | 8.5k | 299.39 | |
Select Sector Spdr Tr Financial (XLF) | 0.4 | $2.5M | +101% | 66k | 38.31 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $2.5M | NEW | 91k | 27.77 | |
Ishares Tr U.s. Energy Etf (IYE) | 0.4 | $2.4M | +4% | 60k | 40.92 | |
Duke Energy Corp Com New (DUK) | 0.4 | $2.4M | 21k | 111.64 | ||
NVIDIA Corporation (NVDA) | 0.4 | $2.3M | +30% | 8.5k | 272.82 | |
Ishares Tr Faln Angls Usd (FALN) | 0.4 | $2.3M | -58% | 82k | 27.76 | |
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.4 | $2.2M | -35% | 79k | 27.79 | |
UnitedHealth (UNH) | 0.3 | $2.2M | +16% | 4.3k | 509.99 | |
Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $2.1M | NEW | 19k | 110.79 | |
Johnson & Johnson (JNJ) | 0.3 | $2.1M | +175% | 12k | 177.27 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $2.1M | NEW | 28k | 73.74 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.1M | +139% | 7.4k | 277.57 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $2.0M | NEW | 27k | 75.87 | |
Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.3 | $2.0M | NEW | 52k | 38.78 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.3 | $2.0M | 51k | 38.84 | ||
Ishares Tr Global Tech Etf (IXN) | 0.3 | $1.9M | -34% | 33k | 58.01 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.9M | NEW | 40k | 47.37 | |
Ishares Tr Msci Usa Value (VLUE) | 0.3 | $1.8M | -54% | 18k | 104.56 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.8M | +17% | 5.2k | 352.88 | |
Qualcomm (QCOM) | 0.3 | $1.8M | +192% | 12k | 152.87 | |
IDEXX Laboratories (IDXX) | 0.3 | $1.8M | NEW | 3.3k | 547.06 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $1.8M | NEW | 43k | 41.76 | |
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 0.3 | $1.8M | NEW | 61k | 29.20 | |
Verizon Communications (VZ) | 0.3 | $1.8M | +93% | 35k | 50.93 | |
Ishares Msci Brazil Etf (EWZ) | 0.3 | $1.7M | NEW | 46k | 37.81 | |
Visa Com Cl A (V) | 0.3 | $1.7M | -4% | 7.8k | 221.81 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $1.7M | +675% | 26k | 66.22 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.6M | +315% | 21k | 77.59 | |
Union Pacific Corporation (UNP) | 0.3 | $1.6M | +92% | 6.0k | 273.18 | |
Edwards Lifesciences (EW) | 0.3 | $1.6M | +40% | 14k | 117.75 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $1.6M | +44% | 12k | 134.61 | |
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.3 | $1.6M | -17% | 40k | 40.06 | |
Motorola Solutions Com New (MSI) | 0.3 | $1.6M | +69% | 6.5k | 242.92 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $1.6M | -37% | 9.4k | 168.22 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $1.6M | NEW | 10k | 155.70 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $1.6M | -11% | 15k | 104.60 | |
CSX Corporation (CSX) | 0.2 | $1.5M | +21% | 41k | 37.44 | |
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $1.5M | NEW | 40k | 38.02 | |
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $1.5M | +606% | 32k | 47.89 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.5M | +478% | 30k | 50.57 | |
Cisco Systems (CSCO) | 0.2 | $1.5M | -21% | 27k | 55.76 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.5M | -80% | 9.4k | 157.69 | |
Invesco Db Multi-sector Comm Oil Fd (DBO) | 0.2 | $1.5M | +8% | 85k | 17.32 | |
Invesco Db Multi-sector Comm Base Metals Fd (DBB) | 0.2 | $1.5M | NEW | 57k | 25.84 | |
Pioneer Natural Resources (PXD) | 0.2 | $1.5M | +14% | 5.8k | 250.04 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.5M | +146% | 28k | 51.57 | |
Merck & Co (MRK) | 0.2 | $1.5M | +59% | 18k | 82.72 | |
Trane Technologies SHS (TT) | 0.2 | $1.4M | +39% | 9.3k | 153.21 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.4M | -7% | 3.1k | 452.93 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.4M | NEW | 26k | 53.86 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $1.4M | NEW | 2.0k | 698.21 | |
Wal-Mart Stores (WMT) | 0.2 | $1.4M | +53% | 9.1k | 149.46 | |
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $1.3M | NEW | 22k | 60.74 | |
S&p Global (SPGI) | 0.2 | $1.3M | +226% | 3.2k | 410.29 | |
Iqvia Holdings (IQV) | 0.2 | $1.3M | +39% | 5.6k | 231.27 | |
Ishares Tr Mbs Etf (MBB) | 0.2 | $1.3M | 13k | 101.89 | ||
Keysight Technologies (KEYS) | 0.2 | $1.3M | +31% | 8.2k | 157.93 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.3M | NEW | 16k | 78.88 | |
Intercontinental Exchange (ICE) | 0.2 | $1.2M | +28% | 9.4k | 132.07 | |
Equinix (EQIX) | 0.2 | $1.2M | +44% | 1.7k | 741.36 | |
Roper Industries (ROP) | 0.2 | $1.2M | +31% | 2.6k | 472.22 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.2M | +19% | 441.00 | 2793.65 | |
Vy Global Growth Com Cl A (VYGG) | 0.2 | $1.2M | 122k | 9.90 | ||
Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $1.2M | NEW | 12k | 101.81 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $1.2M | -27% | 6.3k | 187.89 | |
Chubb (CB) | 0.2 | $1.2M | +40% | 5.5k | 214.72 | |
TJX Companies (TJX) | 0.2 | $1.2M | +50% | 19k | 60.59 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $1.2M | NEW | 11k | 109.65 | |
Procter & Gamble Company (PG) | 0.2 | $1.2M | +72% | 7.6k | 152.79 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.1M | NEW | 15k | 77.24 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.1M | +116% | 4.3k | 268.37 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.1M | 15k | 78.10 | ||
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.1M | NEW | 6.9k | 165.92 | |
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $1.1M | NEW | 28k | 39.84 | |
Nxp Semiconductors N V (NXPI) | 0.2 | $1.1M | +30% | 6.1k | 185.86 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $1.1M | NEW | 9.3k | 119.62 | |
Cme (CME) | 0.2 | $1.1M | +22% | 4.7k | 237.82 | |
Allstate Corporation (ALL) | 0.2 | $1.1M | +45% | 7.9k | 139.34 | |
Micron Technology (MU) | 0.2 | $1.1M | +89% | 14k | 77.88 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $1.1M | +63% | 23k | 46.80 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $1.1M | NEW | 11k | 100.49 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.0M | +72% | 2.5k | 415.05 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.0M | +130% | 23k | 46.13 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.2 | $1.0M | +34% | 22k | 48.04 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $1.0M | NEW | 23k | 44.41 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $1.0M | NEW | 8.1k | 125.14 | |
Medtronic SHS (MDT) | 0.2 | $1.0M | +64% | 9.1k | 111.61 | |
Eaton Corp SHS (ETN) | 0.2 | $1.0M | +51% | 6.6k | 151.76 | |
Ishares Core Msci Emkt (IEMG) | 0.2 | $993k | +51% | 18k | 55.53 | |
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $980k | NEW | 5.7k | 170.82 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $966k | NEW | 14k | 67.12 | |
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.2 | $951k | NEW | 31k | 30.46 | |
Wisdomtree Tr Enhncd Cmmdty St (GCC) | 0.1 | $936k | -20% | 37k | 25.26 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $935k | NEW | 3.8k | 248.01 | |
Signature Bank (SBNY) | 0.1 | $934k | +102% | 3.2k | 293.43 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $933k | NEW | 9.1k | 102.44 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $932k | -84% | 8.6k | 108.37 | |
Pfizer (PFE) | 0.1 | $906k | +204% | 18k | 51.75 | |
Pepsi (PEP) | 0.1 | $902k | +237% | 5.4k | 167.41 | |
Air Products & Chemicals (APD) | 0.1 | $890k | +72% | 3.5k | 251.55 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $876k | 11k | 79.53 | ||
Abbvie (ABBV) | 0.1 | $871k | +77% | 5.4k | 162.14 | |
Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $868k | NEW | 24k | 36.00 | |
Juniper Networks (JNPR) | 0.1 | $868k | NEW | 23k | 37.16 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $862k | +40% | 3.2k | 272.27 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $858k | +52% | 10k | 82.33 | |
McDonald's Corporation (MCD) | 0.1 | $854k | +22% | 3.5k | 247.18 | |
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.1 | $850k | NEW | 40k | 21.26 | |
Jackson Financial Com Cl A (JXN) | 0.1 | $847k | NEW | 19k | 44.23 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $838k | -2% | 19k | 45.14 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $837k | NEW | 8.6k | 96.82 | |
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.1 | $835k | NEW | 46k | 18.37 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $830k | +80% | 14k | 57.56 | |
Exxon Mobil Corporation (XOM) | 0.1 | $815k | +14% | 9.9k | 82.60 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $794k | NEW | 10k | 78.03 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $785k | NEW | 16k | 49.53 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $781k | -4% | 11k | 74.44 | |
Best Buy (BBY) | 0.1 | $771k | +119% | 8.4k | 91.68 | |
Chevron Corporation (CVX) | 0.1 | $765k | +120% | 4.7k | 162.87 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $761k | NEW | 14k | 53.36 | |
Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $741k | NEW | 17k | 43.85 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $740k | NEW | 14k | 53.08 | |
Devon Energy Corporation (DVN) | 0.1 | $736k | -26% | 13k | 59.12 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $726k | NEW | 9.9k | 73.64 | |
Bank of America Corporation (BAC) | 0.1 | $724k | +30% | 18k | 41.23 | |
Bristol Myers Squibb (BMY) | 0.1 | $724k | NEW | 9.8k | 73.55 | |
Marathon Petroleum Corp (MPC) | 0.1 | $719k | +47% | 8.4k | 85.45 | |
Coca-Cola Company (KO) | 0.1 | $717k | +16% | 12k | 62.43 | |
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $700k | NEW | 1.8k | 388.89 | |
Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $696k | NEW | 36k | 19.62 | |
International Business Machines (IBM) | 0.1 | $691k | +31% | 5.3k | 130.06 | |
Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $680k | NEW | 13k | 52.99 | |
Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $677k | NEW | 21k | 31.87 | |
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $671k | NEW | 5.0k | 134.66 | |
Tesla Motors (TSLA) | 0.1 | $669k | +14% | 621.00 | 1077.29 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $667k | +90% | 6.8k | 97.80 | |
Synchrony Financial (SYF) | 0.1 | $664k | +39% | 19k | 34.82 | |
Suncor Energy (SU) | 0.1 | $663k | NEW | 20k | 32.58 | |
At&t (T) | 0.1 | $658k | +49% | 28k | 23.63 | |
Darden Restaurants (DRI) | 0.1 | $655k | +86% | 4.9k | 132.86 | |
Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $649k | 23k | 28.29 | ||
Triton Intl Cl A (TRTN) | 0.1 | $647k | NEW | 9.2k | 70.17 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $637k | NEW | 3.1k | 205.42 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $626k | NEW | 7.2k | 86.62 | |
Ishares Tr Expanded Tech (IGV) | 0.1 | $624k | NEW | 1.8k | 344.94 | |
United Parcel Service CL B (UPS) | 0.1 | $622k | +54% | 2.9k | 214.33 | |
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $619k | NEW | 25k | 24.43 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $615k | +6% | 4.7k | 132.14 | |
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $612k | NEW | 24k | 25.12 | |
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.1 | $612k | NEW | 21k | 28.96 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $597k | +12% | 9.5k | 62.90 | |
Anthem (ANTM) | 0.1 | $594k | NEW | 1.2k | 491.32 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $593k | NEW | 3.7k | 161.40 | |
Apa Corporation (APA) | 0.1 | $593k | NEW | 14k | 41.30 | |
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $585k | +27% | 7.9k | 74.05 | |
Dollar Tree (DLTR) | 0.1 | $584k | NEW | 3.6k | 160.13 | |
Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $569k | 5.1k | 112.27 | ||
Ishares Tr Core Lt Usdb Etf (ILTB) | 0.1 | $567k | 8.9k | 64.00 | ||
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $563k | NEW | 1.1k | 491.70 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $563k | -11% | 5.6k | 101.28 | |
CVS Caremark Corporation (CVS) | 0.1 | $560k | NEW | 5.5k | 101.14 | |
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) | 0.1 | $560k | NEW | 8.3k | 67.45 | |
Natural Resource Partners L Com Unit Ltd Par (NRP) | 0.1 | $555k | NEW | 13k | 42.75 | |
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $530k | +48% | 8.9k | 59.54 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $524k | NEW | 21k | 24.87 | |
Macquarie Global Infr Total Rtrn Fnd (MGU) | 0.1 | $523k | NEW | 20k | 25.70 | |
Nfj Dividend Interest (NFJ) | 0.1 | $513k | NEW | 36k | 14.40 | |
Primo Water (PRMW) | 0.1 | $511k | NEW | 36k | 14.26 | |
Tractor Supply Company (TSCO) | 0.1 | $511k | NEW | 2.2k | 233.44 | |
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $510k | +78% | 16k | 32.23 | |
First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $509k | NEW | 3.4k | 149.14 | |
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $500k | NEW | 2.7k | 182.75 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $495k | +82% | 6.9k | 71.31 | |
New Relic (NEWR) | 0.1 | $494k | NEW | 7.4k | 66.92 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $490k | +114% | 10k | 47.37 | |
United Bankshares (UBSI) | 0.1 | $484k | -5% | 14k | 35.24 | |
Abbott Laboratories (ABT) | 0.1 | $483k | +72% | 4.1k | 118.27 | |
Shyft Group (SHYF) | 0.1 | $476k | NEW | 13k | 36.12 | |
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) | 0.1 | $475k | NEW | 9.7k | 48.92 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $471k | NEW | 1.3k | 357.63 | |
Vaneck Etf Trust Cef Muni Income (XMPT) | 0.1 | $462k | NEW | 18k | 25.28 | |
Wells Fargo & Company (WFC) | 0.1 | $459k | NEW | 9.5k | 48.41 | |
Walt Disney Company (DIS) | 0.1 | $454k | +16% | 3.3k | 137.04 | |
United Sts Commodity Index F Comm Idx Fnd (USCI) | 0.1 | $454k | NEW | 8.2k | 55.16 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $449k | -3% | 9.0k | 50.09 | |
Redwood Trust (RWT) | 0.1 | $449k | +50% | 43k | 10.54 | |
Pimco Etf Tr Enhancd Short (EMNT) | 0.1 | $448k | NEW | 4.5k | 99.18 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $440k | NEW | 1.7k | 255.67 | |
Halliburton Company (HAL) | 0.1 | $423k | +14% | 11k | 37.88 | |
Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $423k | NEW | 8.4k | 50.18 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $423k | 3.5k | 120.86 | ||
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $417k | -80% | 8.1k | 51.67 | |
Meta Platforms Cl A (FB) | 0.1 | $416k | -38% | 1.9k | 222.10 | |
Royce Micro Capital Trust (RMT) | 0.1 | $414k | NEW | 39k | 10.52 | |
Ishares Msci Equal Weite (EUSA) | 0.1 | $414k | NEW | 4.9k | 84.73 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $412k | -6% | 6.6k | 62.31 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $412k | 8.2k | 50.55 | ||
Caterpillar (CAT) | 0.1 | $407k | NEW | 1.8k | 222.77 | |
Ishares Tr Core High Dv Etf (HDV) | 0.1 | $399k | +51% | 3.7k | 106.83 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $390k | -10% | 6.4k | 60.95 | |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $388k | +51% | 18k | 21.78 | |
Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $386k | NEW | 4.6k | 83.28 | |
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $375k | -29% | 7.7k | 48.98 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $374k | +48% | 3.7k | 100.86 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $364k | -92% | 1.7k | 212.37 | |
Truist Financial Corp equities (TFC) | 0.1 | $363k | -79% | 6.4k | 56.64 | |
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $361k | NEW | 8.0k | 45.01 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $359k | +13% | 1.0k | 347.87 | |
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $357k | -20% | 1.7k | 207.20 | |
Intel Corporation (INTC) | 0.1 | $356k | +20% | 7.2k | 49.55 | |
Philip Morris International (PM) | 0.1 | $356k | +60% | 3.7k | 95.26 | |
Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $341k | NEW | 6.2k | 55.08 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $338k | NEW | 1.6k | 208.64 | |
Advisorshares Tr Dorsey Wrigt Adr (AADR) | 0.1 | $334k | 5.6k | 59.92 | ||
Spdr Ser Tr Bloomberg Conv (CWB) | 0.1 | $332k | 4.3k | 76.92 | ||
Hawks Acquisition Corp Cl A (HWKZ) | 0.1 | $331k | NEW | 34k | 9.72 | |
Boeing Company (BA) | 0.1 | $320k | -42% | 1.7k | 191.62 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $315k | NEW | 2.3k | 136.78 | |
Proshares Tr Msci Eafe Divd (EFAD) | 0.1 | $313k | NEW | 7.7k | 40.42 | |
Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $312k | +46% | 18k | 17.13 | |
Target Corporation (TGT) | 0.0 | $310k | +28% | 1.5k | 212.33 | |
Advanced Micro Devices (AMD) | 0.0 | $309k | NEW | 2.8k | 109.46 | |
Altria (MO) | 0.0 | $303k | +18% | 5.7k | 53.22 | |
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $298k | -79% | 9.8k | 30.40 | |
Zimmer Holdings (ZBH) | 0.0 | $294k | -15% | 2.3k | 127.94 | |
Global X Fds Russell 2000 (RYLD) | 0.0 | $292k | NEW | 12k | 23.81 | |
General Motors Company (GM) | 0.0 | $285k | NEW | 6.5k | 43.81 | |
Ishares Msci Jpn Etf New (EWJ) | 0.0 | $284k | 4.6k | 61.67 | ||
Norfolk Southern (NSC) | 0.0 | $281k | +6% | 986.00 | 284.99 | |
PPL Corporation (PPL) | 0.0 | $275k | NEW | 9.6k | 28.72 | |
Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.0 | $271k | 5.7k | 47.29 | ||
Nextera Energy (NEE) | 0.0 | $270k | -18% | 3.2k | 84.59 | |
ConocoPhillips (COP) | 0.0 | $268k | NEW | 2.7k | 100.30 | |
Lowe's Companies (LOW) | 0.0 | $267k | NEW | 1.3k | 202.27 | |
Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $266k | NEW | 13k | 20.95 | |
Hershey Company (HSY) | 0.0 | $264k | NEW | 1.2k | 216.75 | |
Dominion Resources (D) | 0.0 | $262k | NEW | 3.1k | 85.04 | |
Wisdomtree Tr Chinadiv Ex Fi (CXSE) | 0.0 | $259k | NEW | 6.5k | 40.06 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $255k | NEW | 1.1k | 237.87 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $249k | NEW | 4.8k | 52.30 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $248k | -3% | 2.0k | 126.92 | |
Costco Wholesale Corporation (COST) | 0.0 | $247k | -4% | 428.00 | 577.10 | |
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $235k | -7% | 5.3k | 43.93 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $227k | NEW | 12k | 19.05 | |
FedEx Corporation (FDX) | 0.0 | $225k | -56% | 967.00 | 232.68 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $221k | NEW | 3.6k | 60.71 | |
Southern Company (SO) | 0.0 | $216k | NEW | 3.0k | 72.43 | |
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.0 | $214k | -38% | 4.3k | 49.55 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $214k | NEW | 3.8k | 56.76 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $214k | NEW | 3.6k | 59.61 | |
Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $214k | NEW | 3.7k | 57.40 | |
Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.0 | $213k | NEW | 9.2k | 23.12 | |
Wec Energy Group (WEC) | 0.0 | $208k | NEW | 2.1k | 99.95 | |
Ishares Silver Tr Ishares (SLV) | 0.0 | $206k | NEW | 9.0k | 22.86 | |
Rbc Cad (RY) | 0.0 | $205k | -24% | 1.9k | 110.27 | |
Oracle Corporation (ORCL) | 0.0 | $204k | NEW | 2.5k | 82.86 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $202k | -6% | 15k | 13.18 | |
Nucor Corporation (NUE) | 0.0 | $202k | NEW | 1.4k | 148.97 | |
Automatic Data Processing (ADP) | 0.0 | $201k | NEW | 880.00 | 228.41 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $201k | +8% | 442.00 | 454.75 | |
Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $169k | NEW | 18k | 9.39 | |
Schultze Spl Purp Acq Corp I Class A Com (SAMA) | 0.0 | $166k | NEW | 17k | 9.82 | |
Sumo Logic Ord (SUMO) | 0.0 | $147k | NEW | 13k | 11.68 | |
Cue Biopharma (CUE) | 0.0 | $146k | +60% | 30k | 4.87 | |
Aptose Biosciences Com New (APTO) | 0.0 | $143k | +40% | 105k | 1.36 | |
Ing Global Advantage And Premium Opportunity Fund (IGA) | 0.0 | $120k | NEW | 12k | 9.71 | |
Svf Investment Corp Cl A Shs (SVFA) | 0.0 | $120k | NEW | 12k | 9.81 | |
BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $116k | NEW | 10k | 11.33 | |
Blackrock Enhanced Intl Div Com Bene Inter (BGY) | 0.0 | $115k | NEW | 20k | 5.75 | |
Coty Com Cl A (COTY) | 0.0 | $92k | NEW | 10k | 8.96 | |
Hawks Acquisition Corp W Exp 99/99/999 (HWKZ.WS) | 0.0 | $4.0k | NEW | 17k | 0.23 |
Past Filings by WealthShield Partners
SEC 13F filings are viewable for WealthShield Partners going back to 2017
- WealthShield Partners 2022 Q1 filed May 9, 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
- WealthShield Partners 2020 Q4 filed Feb. 16, 2021
- WealthShield Partners 2020 Q3 filed Oct. 30, 2020
- WealthShield Partners 2020 Q2 filed Aug. 13, 2020
- Emerald Investment Partners 2020 Q1 filed May 12, 2020
- Emerald Investment Partners 2019 Q4 filed Feb. 13, 2020
- Emerald Investment Partners 2019 Q3 filed Nov. 13, 2019
- Emerald Investment Partners 2019 Q2 filed Aug. 12, 2019
- Emerald Investment Partners 2019 Q1 filed May 14, 2019
- Emerald Investment Partners 2018 Q4 filed Feb. 14, 2019
- Emerald Investment Partners 2018 Q3 filed Nov. 5, 2018
- Emerald Investment Partners 2018 Q2 filed Aug. 2, 2018
- Emerald Investment Partners 2018 Q1 filed May 11, 2018