Emerald Investment Partners

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for WealthShield Partners

Companies in the WealthShield Partners portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 3.6 $19M +34% 52k 375.39
Ishares Tr Esg Awr Msci Usa (ESGU) 3.3 $18M +124% 207k 86.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $15M +3519% 44k 343.71
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.8 $15M +182% 109k 138.14
Ishares Tr Us Treas Bd Etf (GOVT) 2.6 $14M +164% 521k 27.24
Ishares Tr Core Us Aggbd Et (AGG) 2.3 $12M +102% 104k 118.18
Pacer Fds Tr Trendpilot Us Bd (PTBD) 2.1 $12M +164% 416k 27.53
Ishares Tr Core Div Grwth (DGRO) 2.0 $11M +55% 244k 44.82
Apple (AAPL) 1.9 $10M +42% 78k 132.69
Tesla Motors (TSLA) 1.8 $10M +939% 14k 705.66
Kraneshares Tr Kya Dynmc Inc (KDFI) 1.8 $9.9M +241% 458k 21.66
Ishares Esg Awr Msci Em (ESGE) 1.7 $9.0M +123% 214k 41.98
Ishares Tr Eafe Grwth Etf (EFG) 1.6 $8.5M +49% 84k 100.92
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $8.3M +217% 151k 55.17

Setup an alert

Emerald Investment Partners will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

Vanguard World Mega Grwth Ind (MGK) 1.5 $7.9M 39k 203.73
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 1.4 $7.8M +993% 242k 32.10
Ishares Tr Msci Usa Min Vol (USMV) 1.4 $7.7M +301% 113k 67.88
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $7.5M +24% 53k 141.17
Ishares Tr Core Msci Eafe (IEFA) 1.3 $7.2M +132% 105k 69.09
Spdr Ser Tr S&p Biotech (XBI) 1.3 $6.8M +707% 48k 140.78
Ishares Tr National Mun Etf (MUB) 1.2 $6.6M +40% 56k 117.18
Spdr Ser Tr S&p Retail Etf (XRT) 1.1 $6.2M NEW 96k 64.32
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $6.1M +132% 38k 161.30
Vanguard World Mega Cap Val Etf (MGV) 1.1 $6.0M 70k 86.78
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 1.1 $6.0M +109396% 27k 218.42
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $5.9M +233% 47k 127.55
Pacer Fds Tr Wealthshield (PWS) 1.1 $5.8M 198k 29.17
Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $5.7M +1488% 67k 86.23
Ishares Tr Trans Avg Etf (IYT) 1.0 $5.7M NEW 26k 220.56
Ishares Core Msci Emkt (IEMG) 1.0 $5.7M +357% 91k 62.04
Ishares Tr Mbs Etf (MBB) 1.0 $5.6M +6392% 51k 110.12
Ishares Tr Msci Usa Value (VLUE) 1.0 $5.5M +97% 64k 86.91
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.0 $5.4M +178% 119k 45.44
Vanguard Index Fds Small Cp Etf (VB) 0.9 $4.8M +981% 25k 194.67
Vanguard World Fds Inf Tech Etf (VGT) 0.9 $4.7M +1300% 13k 353.78
Microsoft Corporation (MSFT) 0.9 $4.7M +21% 21k 222.41
Amazon (AMZN) 0.8 $4.6M +63% 1.4k 3257.26
Ishares Gold Trust Ishares (IAU) 0.8 $4.6M +182% 253k 18.13
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $4.6M +15% 50k 91.90
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.8 $4.5M +3073% 29k 158.28
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $4.4M +5669% 27k 160.79
Ishares Tr Core S&p Us Gwt (IUSG) 0.8 $4.2M -5% 47k 88.69
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $4.1M +324% 29k 142.20
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.7 $4.0M +843% 72k 56.23
Proshares Tr S&p 500 Dv Arist (NOBL) 0.7 $3.9M -7% 49k 79.87
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $3.9M 126k 30.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $3.8M +63% 17k 231.85
Ishares Tr Global Tech Etf (IXN) 0.7 $3.8M +62% 13k 300.06
Ishares Tr U.s. Med Dvc Etf (IHI) 0.6 $3.5M +78% 11k 327.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $3.3M +1307% 60k 56.04
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.6 $3.3M +57% 63k 51.64
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $3.2M -26% 37k 86.39
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 0.6 $3.1M +22% 113k 27.62
Select Sector Spdr Tr Technology (XLK) 0.5 $2.6M +30% 20k 130.03
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $2.6M NEW 54k 47.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.5M +838% 50k 50.12
JPMorgan Chase & Co. (JPM) 0.5 $2.4M +6% 19k 127.09
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $2.4M NEW 40k 60.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $2.3M +376% 10k 229.80
Procter & Gamble Company (PG) 0.4 $2.3M +4% 17k 139.11
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.4 $2.1M -10% 64k 32.71
Vanguard Index Fds Value Etf (VTV) 0.4 $2.1M +243% 17k 118.93
Vanguard Index Fds Growth Etf (VUG) 0.4 $2.0M +25% 8.0k 253.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $2.0M 22k 88.15
Ishares Tr Barclays 7 10 Yr (IEF) 0.4 $1.9M +23% 16k 119.95
Johnson & Johnson (JNJ) 0.4 $1.9M 12k 157.42
Truist Financial Corp equities (TFC) 0.3 $1.8M +14% 39k 47.95
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $1.8M +32% 8.5k 212.23
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.8M +170% 32k 55.19
Northrop Grumman Corporation (NOC) 0.3 $1.8M -32% 5.9k 304.67
Duke Energy Corp Com New (DUK) 0.3 $1.7M 19k 91.58
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.7M +17% 15k 116.19
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $1.7M +65% 11k 157.73
Coca-Cola Company (KO) 0.3 $1.6M +9% 30k 54.84
Ishares Tr Tips Bd Etf (TIP) 0.3 $1.6M -66% 13k 127.64
Union Pacific Corporation (UNP) 0.3 $1.6M +111% 7.7k 208.32
Valmont Industries (VMI) 0.3 $1.6M NEW 9.1k 174.92
Pepsi (PEP) 0.3 $1.6M +5% 11k 148.33
CSX Corporation (CSX) 0.3 $1.6M 17k 90.77
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $1.5M +143% 30k 51.67
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.5M +33% 871.00 1752.01
Osi Etf Tr Oshares Us Qualt (OUSA) 0.3 $1.5M -22% 39k 38.30
Tivity Health (TVTY) 0.3 $1.5M 76k 19.59
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.3 $1.5M -48% 27k 54.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.5M +14% 3.9k 373.81
Visa Com Cl A (V) 0.3 $1.4M 6.6k 218.67
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.3M 11k 118.93
Proshares Tr Pshs Short Dow30 (DOG) 0.2 $1.3M -12% 34k 39.19
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.3M +3% 7.2k 178.45
Walt Disney Company (DIS) 0.2 $1.2M +10% 6.8k 181.06
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.2M 5.8k 211.99
Proshares Tr Short S&p 500 Ne (SH) 0.2 $1.2M -13% 66k 17.97
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $1.2M +163% 6.6k 175.30
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.2 $1.1M NEW 19k 58.54
Floor & Decor Hldgs Cl A (FND) 0.2 $1.1M NEW 12k 92.86
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $1.1M NEW 15k 73.39
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $1.1M +67% 12k 87.32
Bank of America Corporation (BAC) 0.2 $1.1M +19% 35k 30.29
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.0M NEW 11k 91.52
Boeing Company (BA) 0.2 $1.0M -7% 4.7k 213.97
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $987k +10864% 9.3k 105.90
Alphabet Cap Stk Cl C (GOOG) 0.2 $981k +14% 560.00 1751.79
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $974k +4% 4.0k 241.21
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $970k -27% 31k 31.18
UnitedHealth (UNH) 0.2 $957k +24% 2.7k 350.81
Home Depot (HD) 0.2 $955k +26% 3.6k 265.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $954k 4.9k 194.57
Wal-Mart Stores (WMT) 0.2 $940k +21% 6.5k 144.19
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $924k +368% 15k 63.83
Monolithic Power Systems (MPWR) 0.2 $914k NEW 2.5k 366.33
Sprott Physical Gold Tr Unit (PHYS) 0.2 $913k -47% 61k 15.09
Workday Cl A (WDAY) 0.2 $911k NEW 3.8k 239.67
Verizon Communications (VZ) 0.2 $905k +5% 15k 58.77
Ishares Tr Msci Eafe Etf (EFA) 0.2 $905k +94% 12k 72.98
Cathay General Ban (CATY) 0.2 $904k 28k 32.17
Philip Morris International (PM) 0.2 $896k +12% 11k 82.82
salesforce (CRM) 0.2 $877k +12% 3.9k 222.25
Graniteshares Etf Tr Bbg Commd K 1 (COMB) 0.2 $876k +5% 37k 23.50
Oracle Corporation (ORCL) 0.2 $871k +51% 14k 64.69
Cisco Systems (CSCO) 0.2 $840k +23% 19k 44.72
Broadcom (AVGO) 0.1 $801k +16% 1.8k 437.70
McDonald's Corporation (MCD) 0.1 $775k +8% 3.6k 214.62
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $771k +13% 7.1k 108.06
Facebook Cl A (FB) 0.1 $770k +19% 2.8k 273.15
Kraneshares Tr Lrg Cap Qty Divd (KLCD) 0.1 $756k +29% 26k 28.69
Ishares Tr Core Lt Usdb Etf (ILTB) 0.1 $748k 9.8k 76.38
Chevron Corporation (CVX) 0.1 $724k -2% 8.6k 84.48
Mastercard Incorporated Cl A (MA) 0.1 $708k +6% 2.0k 357.03
Micron Technology (MU) 0.1 $703k NEW 9.4k 75.19
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $702k 10k 69.42
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $692k +279% 11k 62.19
Abbvie (ABBV) 0.1 $688k -8% 6.4k 107.12
Medtronic SHS (MDT) 0.1 $685k +13% 5.8k 117.23
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $685k +31300% 7.5k 90.90
Ishares Tr Broad Usd High (USHY) 0.1 $682k NEW 17k 41.28
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $681k -5% 11k 60.08
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $669k +246% 13k 49.77
Exxon Mobil Corporation (XOM) 0.1 $664k +12% 16k 41.19
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $653k +6% 10k 62.64
NVIDIA Corporation (NVDA) 0.1 $643k +24% 1.2k 521.92
American Tower Reit (AMT) 0.1 $635k +3% 2.8k 224.38
Qualcomm (QCOM) 0.1 $633k +14% 4.2k 152.13
Trane Technologies SHS (TT) 0.1 $633k +9% 4.4k 145.25
Ishares Tr Agency Bond Etf (AGZ) 0.1 $625k 5.2k 119.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $623k 11k 58.37
Ishares Msci Gbl Min Vol (ACWV) 0.1 $605k -11% 6.2k 96.82
Align Technology (ALGN) 0.1 $605k +3% 1.1k 533.98
Kraneshares Tr Sml Cap Qty Divd (KSCD) 0.1 $594k +30% 23k 25.54
Barclays Bank Ipath Shilr Cape (CAPE) 0.1 $590k -14% 3.3k 177.98
Caterpillar (CAT) 0.1 $582k +95% 3.2k 181.99
Lauder Estee Cos Cl A (EL) 0.1 $577k +6% 2.2k 265.90
United Bankshares (UBSI) 0.1 $577k NEW 18k 32.41
Comcast Corp Cl A (CMCSA) 0.1 $567k +55% 11k 52.42
International Business Machines (IBM) 0.1 $561k +86% 4.5k 125.84
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $560k 6.6k 84.96
TJX Companies (TJX) 0.1 $558k +18% 8.2k 68.21
Intuit (INTU) 0.1 $557k +9% 1.5k 380.20
Merck & Co (MRK) 0.1 $552k +23% 6.7k 81.94
Calamos Strategic Totl Retn Com Sh Ben Int (CSQ) 0.1 $548k NEW 35k 15.78
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $543k -52% 14k 38.54
Altria (MO) 0.1 $539k +12% 13k 40.98
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $538k +139% 5.8k 92.61
Air Products & Chemicals (APD) 0.1 $538k +18% 2.0k 273.24
At&t (T) 0.1 $538k -37% 19k 28.74
Intel Corporation (INTC) 0.1 $535k 11k 49.87
Roku Com Cl A (ROKU) 0.1 $532k 1.6k 332.29
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $518k NEW 15k 33.89
Keysight Technologies (KEYS) 0.1 $518k NEW 3.9k 131.91
Nike CL B (NKE) 0.1 $517k +7% 3.7k 141.22
Sherwin-Williams Company (SHW) 0.1 $512k +18% 698.00 733.52
Nio Spon Ads (NIO) 0.1 $508k +4% 10k 48.68
S&p Global (SPGI) 0.1 $505k 1.5k 328.78
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $496k 9.8k 50.67
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $493k 6.2k 79.63
First Tr Value Line Divid In SHS (FVD) 0.1 $487k NEW 14k 35.01
Zimmer Holdings (ZBH) 0.1 $481k 3.1k 154.31
Yum! Brands (YUM) 0.1 $477k -9% 4.4k 108.61
Edwards Lifesciences (EW) 0.1 $474k +21% 5.2k 91.07
Iqvia Holdings (IQV) 0.1 $472k +20% 2.6k 179.40
Kansas City Southern Com New (KSU) 0.1 $470k -5% 2.3k 203.82
Nxp Semiconductors N V (NXPI) 0.1 $469k +10% 2.9k 159.31
Intercontinental Exchange (ICE) 0.1 $462k +30% 4.0k 115.15
Adobe Systems Incorporated (ADBE) 0.1 $453k +7% 905.00 500.55
Ishares U S Etf Tr Blackrock Short (MEAR) 0.1 $452k NEW 9.0k 50.16
Allstate Corporation (ALL) 0.1 $451k +28% 4.1k 109.97
Bristol Myers Squibb (BMY) 0.1 $450k +49% 7.2k 62.08
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $446k -20% 10k 43.91
SYSCO Corporation (SYY) 0.1 $444k +40% 6.0k 74.19
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $438k +22% 3.8k 115.97
Proshares Tr Short Qqq New (PSQ) 0.1 $432k 30k 14.40
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $428k 5.1k 83.24
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $427k 7.1k 60.37
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $426k +29% 7.8k 54.73
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $421k +59% 8.2k 51.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $421k -11% 1.3k 313.48
CVS Caremark Corporation (CVS) 0.1 $417k NEW 6.1k 68.39
Nextera Energy (NEE) 0.1 $416k +313% 5.4k 77.24
AFLAC Incorporated (AFL) 0.1 $416k +27% 9.3k 44.53
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $409k +22% 8.0k 51.44
Equinix (EQIX) 0.1 $398k +26% 557.00 714.54
Becton, Dickinson and (BDX) 0.1 $395k +22% 1.6k 250.63
Ihs Markit SHS (INFO) 0.1 $394k +23% 4.4k 89.87
United Parcel Service CL B (UPS) 0.1 $394k +21% 2.3k 168.81
Cigna Corp (CI) 0.1 $394k -32% 1.9k 208.25
Emerson Electric (EMR) 0.1 $393k -18% 4.9k 80.32
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.1 $392k -62% 11k 36.05
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $382k 4.6k 82.76
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $381k -31% 4.2k 90.71
Spdr Ser Tr S&p1500momtilt (MMTM) 0.1 $380k +557% 2.3k 161.91
Cme (CME) 0.1 $376k +29% 2.1k 181.99
First Tr Exchange Traded Wtr Etf (FIW) 0.1 $371k -27% 5.1k 72.18
Cintas Corporation (CTAS) 0.1 $367k +27% 1.0k 352.55
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $365k +10% 1.8k 206.92
Eaton Corp SHS (ETN) 0.1 $363k +40% 3.0k 119.76
Pfizer (PFE) 0.1 $360k -24% 9.8k 36.81
Osi Etf Tr Oshares Us Smlcp (OUSM) 0.1 $358k -16% 12k 31.08
Lowe's Companies (LOW) 0.1 $356k +83% 2.2k 160.65
Norfolk Southern (NSC) 0.1 $355k NEW 1.5k 237.62
Motorola Solutions Com New (MSI) 0.1 $354k +16% 2.1k 170.11
Abbott Laboratories (ABT) 0.1 $351k -3% 3.2k 109.82
Veeva Sys Cl A Com (VEEV) 0.1 $347k -25% 1.3k 272.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $344k +22% 5.4k 64.06
Synchrony Financial (SYF) 0.1 $339k +11% 9.8k 34.75
Ishares Tr Core Total Usd (IUSB) 0.1 $335k +3% 6.1k 54.58
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.1 $331k NEW 34k 9.68
Paypal Holdings (PYPL) 0.1 $329k NEW 1.4k 234.66
Amgen (AMGN) 0.1 $326k +49% 1.4k 229.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $320k +5% 3.9k 82.94
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $320k NEW 17k 19.41
American Electric Power Company (AEP) 0.1 $319k -18% 3.8k 83.22
Global X Fds Glb X Superdiv (SDIV) 0.1 $317k 25k 12.85
Netflix (NFLX) 0.1 $314k +17% 580.00 541.38
Amplify Etf Tr High Income (YYY) 0.1 $311k -14% 20k 15.96
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $305k -3% 1.3k 232.82
Constellation Brands Cl A (STZ) 0.1 $301k -2% 1.4k 219.07
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.1 $300k -12% 5.7k 52.36
Progressive Corporation (PGR) 0.1 $295k +2% 3.0k 98.99
Chubb (CB) 0.1 $295k NEW 1.9k 153.73
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.1 $294k +21% 5.6k 52.33
Advisorshares Tr Advisorshs Etf (AADR) 0.1 $289k -81% 4.7k 60.96
Eli Lilly & Co. (LLY) 0.1 $281k 1.7k 168.77
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $278k 911.00 305.16
Mainstay Definedterm Mn Opp (MMD) 0.1 $278k 13k 21.76
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $277k 18k 15.11
Ishares Msci Emerg Mrkt (EEMV) 0.1 $273k +1093% 4.5k 61.16
Rbc Cad (RY) 0.0 $270k +3% 3.3k 82.14
Ishares Silver Tr Ishares (SLV) 0.0 $264k NEW 11k 24.57
Kimberly-Clark Corporation (KMB) 0.0 $263k -8% 2.0k 134.73
Enterprise Products Partners (EPD) 0.0 $263k +32% 14k 19.55
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $260k 13k 20.16
Exelon Corporation (EXC) 0.0 $257k -6% 6.1k 42.16
AutoZone (AZO) 0.0 $256k NEW 216.00 1185.19
Dominion Resources (D) 0.0 $254k +7% 3.4k 75.42
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $254k +23% 4.6k 55.46
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $250k -49% 2.7k 92.90
Best Buy (BBY) 0.0 $249k +18% 2.5k 99.52
Wintrust Financial Corporation (WTFC) 0.0 $246k NEW 4.0k 61.03
Echostar Corp Cl A (SATS) 0.0 $243k NEW 12k 21.18
Pioneer Natural Resources (PXD) 0.0 $243k NEW 2.1k 113.60
Dave & Buster's Entertainmnt (PLAY) 0.0 $242k NEW 8.1k 30.01
Starbucks Corporation (SBUX) 0.0 $241k NEW 2.3k 106.83
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $235k -60% 5.0k 46.83
Tg Therapeutics (TGTX) 0.0 $234k NEW 4.5k 52.00
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 0.0 $233k -21% 8.6k 26.95
I3 Verticals Com Cl A (IIIV) 0.0 $232k NEW 7.0k 33.14
Target Corporation (TGT) 0.0 $231k -16% 1.3k 177.15
Polaris Industries (PII) 0.0 $231k NEW 2.4k 95.45
Yum China Holdings (YUMC) 0.0 $229k -8% 4.0k 57.25
Maximus (MMS) 0.0 $229k NEW 3.1k 73.12
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $228k -28% 2.4k 96.77
M.D.C. Holdings (MDC) 0.0 $227k NEW 4.7k 48.49
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.0 $220k NEW 12k 19.08
Alaska Air (ALK) 0.0 $220k NEW 4.2k 52.03
Deere & Company (DE) 0.0 $220k NEW 817.00 269.28
Chemocentryx (CCXI) 0.0 $219k NEW 3.5k 61.88
Linde SHS (LIN) 0.0 $219k NEW 835.00 262.28
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.0 $216k NEW 9.9k 21.80
Amphenol Corp Cl A (APH) 0.0 $216k NEW 1.7k 130.91
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.0 $214k NEW 4.2k 50.82
Ishares Msci Jpn Etf New (EWJ) 0.0 $213k +17% 3.2k 67.53
Northern Trust Corporation (NTRS) 0.0 $213k NEW 2.3k 93.22
General Mills (GIS) 0.0 $213k +9% 3.6k 59.15
FedEx Corporation (FDX) 0.0 $212k NEW 814.00 260.44
Uniti Group Inc Com reit (UNIT) 0.0 $208k +28% 18k 11.76
Vaneck Vectors Etf Tr Short Muni Etf (SMB) 0.0 $208k 12k 18.10
Redwood Trust (RWT) 0.0 $207k +13% 24k 8.77
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.0 $206k NEW 9.4k 21.89
T. Rowe Price (TROW) 0.0 $204k NEW 1.3k 151.56
Direxion Shs Etf Tr Dly Aerospc 3x (DFEN) 0.0 $203k -3% 12k 16.92
General Electric Company (GE) 0.0 $202k -54% 19k 10.82
ConocoPhillips (COP) 0.0 $202k NEW 5.1k 39.94
Aberdeen Total Dynamic Divd Com Sh Ben Int (AOD) 0.0 $175k 20k 8.88
Proshares Tr Ultrashrt S&p500 (SDS) 0.0 $158k 13k 12.40
Annaly Capital Management (NLY) 0.0 $141k 17k 8.42
Western Asset High Incm Fd I (HIX) 0.0 $102k 15k 6.91
Liberty All Star Equity Sh Ben Int (USA) 0.0 $99k 14k 6.89
Nuveen Senior Income Fund (NSL) 0.0 $74k 14k 5.17
Direxion Shs Etf Tr Dly S&p500 Br 3x 0.0 $39k +13% 10k 3.90
Athersys (ATHX) 0.0 $18k 10k 1.76

Past Filings by WealthShield Partners

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