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

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

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