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Emerald Investment Partners

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

Top 5 stock holdings are IVV, SCHF, IEMG, AAPL, IVW, and represent 12.54% of WealthShield Partners's stock portfolio.
Added to shares of these 10 stocks: EFG (+$5.7M), IVV, IDEF, BLCR, GEV, GOVT, FANG, APH, LMUB, PH.
Started 60 new stock positions in FLCB, FLQM, VLO, FID, FREL, MDT, XLB, MCK, HURA, SGOV.
Reduced shares in these 10 stocks: OEF (-$9.1M), ITA, DYNF, LHX, V, CRWD, UNH, GOOGL, SCHV, EFV.
Sold out of its positions in OKLO, MO, AstraZeneca, BX, BSX, CI, DRSK, SIL, SARK, KNO. FXI, USRT, IGSB, BBHY, PYPL, SJNK, SCHO, YUM.
WealthShield Partners was a net buyer of stock by $11M.
WealthShield Partners has $898M in assets under management (AUM), dropping by -1.01%.
Central Index Key (CIK): 0001729303

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Portfolio Holdings for WealthShield Partners

WealthShield Partners holds 607 positions in its portfolio as reported in the March 2026 quarterly 13F filing

WealthShield Partners has 607 total positions. Only the first 250 positions are shown.

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Download the WealthShield Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.9	$35M	+15%	54k	653.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.3	$21M	+3%	833k	24.75	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$20M	-5%	288k	69.75	View chart
Apple (AAPL)	2.1	$19M		75k	253.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.0	$18M	+5%	155k	113.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.9	$17M	-6%	80k	211.15	View chart
Vanguard World Mega Grwth Ind (MGK)	1.8	$16M		44k	367.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$15M		512k	29.13	View chart
NVIDIA Corporation (NVDA)	1.6	$14M		82k	174.40	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.5	$13M	-15%	229k	58.18	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.5	$13M	+3%	286k	46.19	View chart
Ishares Tr Core Div Grwth (DGRO)	1.5	$13M		186k	70.18	View chart
Microsoft Corporation (MSFT)	1.4	$13M	+7%	34k	370.17	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$13M	+4%	64k	196.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$12M		55k	215.06	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$11M	-13%	143k	74.35	View chart
Amazon (AMZN)	1.2	$11M	+4%	50k	208.27	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.1	$10M		71k	144.86	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.1	$9.6M	+8%	104k	92.28	View chart
JPMorgan Chase & Co. (JPM)	1.0	$9.2M		31k	294.16	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$8.8M	-15%	287k	30.50	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	1.0	$8.5M	+9%	389k	21.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$8.5M	-17%	30k	287.56	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.9	$8.5M	+8%	376k	22.62	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$8.0M	+28%	76k	106.15	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$7.9M		18k	436.80	View chart
Spdr Series Trust State Street Spd (MDYV)	0.8	$7.5M		88k	85.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$7.1M	+6%	305k	23.22	View chart
Spdr Series Trust State Street Spd (MDYG)	0.8	$6.9M		71k	95.96	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$6.8M	+481%	61k	111.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$6.8M		36k	191.81	View chart
Broadcom (AVGO)	0.7	$6.7M	+15%	22k	309.51	View chart
Wal-Mart Stores (WMT)	0.7	$6.6M	-2%	53k	124.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$6.5M	+4%	14k	479.20	View chart
Meta Platforms Cl A (META)	0.7	$6.5M	-3%	11k	572.14	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$6.4M	+2%	27k	239.99	View chart
Spdr Series Trust State Street Spd (SLYV)	0.7	$6.3M		67k	94.58	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.7	$6.1M	+6%	184k	32.95	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$6.0M		45k	132.90	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.7	$6.0M	+4%	164k	36.22	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$5.9M		9.1k	650.33	View chart
Citigroup Com New (C)	0.7	$5.9M		52k	113.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$5.8M	-7%	30k	191.92	View chart
Netflix (NFLX)	0.6	$5.7M		60k	96.15	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.6	$5.3M	+5%	209k	25.48	View chart
Spdr Series Trust State Street Spd (SLYG)	0.6	$5.3M		55k	96.62	View chart
Home Depot (HD)	0.6	$5.3M	+8%	16k	328.89	View chart
McDonald's Corporation (MCD)	0.6	$5.2M	+8%	17k	310.78	View chart
Lam Research Corp Com New (LRCX)	0.5	$4.9M	-16%	23k	213.66	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$4.8M	+2%	46k	106.00	View chart
Trane Technologies SHS (TT)	0.5	$4.7M		11k	416.75	View chart
Uber Technologies (UBER)	0.5	$4.6M		64k	71.93	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$4.6M	+350%	200k	22.91	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.5	$4.4M	NEW	135k	32.72	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$4.4M	-2%	28k	155.11	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$4.3M	+4%	45k	94.95	View chart
Ge Vernova (GEV)	0.5	$4.2M	+693%	4.8k	872.90	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$4.1M	-31%	11k	390.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$4.1M	+4%	41k	99.86	View chart
Johnson Controls Internation SHS (JCI)	0.5	$4.1M		31k	130.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$4.0M	-5%	9.5k	426.42	View chart
TJX Companies (TJX)	0.4	$4.0M	-25%	25k	159.70	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.4	$4.0M	NEW	96k	41.06	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$3.8M	-3%	116k	32.95	View chart
Intuitive Surgical Com New (ISRG)	0.4	$3.7M	+3%	8.1k	460.99	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$3.7M		23k	159.61	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$3.7M		38k	97.91	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$3.6M	-30%	35k	100.72	View chart
Cme (CME)	0.4	$3.5M		12k	295.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$3.4M		16k	217.11	View chart
Eaton Corp SHS (ETN)	0.4	$3.3M		9.3k	357.68	View chart
Diamondback Energy (FANG)	0.4	$3.3M	NEW	17k	197.79	View chart
Duke Energy Corp Com New (DUK)	0.4	$3.3M	-2%	25k	130.94	View chart
Johnson & Johnson (JNJ)	0.4	$3.2M	+85%	13k	244.44	View chart
Intercontinental Exchange (ICE)	0.4	$3.2M	+6%	20k	157.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$3.2M		7.3k	430.29	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$3.1M	-2%	100k	30.96	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$3.1M		17k	184.14	View chart
Cummins (CMI)	0.3	$3.0M		5.7k	538.04	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$3.0M	-3%	37k	82.43	View chart
Tesla Motors (TSLA)	0.3	$3.0M	+84%	8.1k	371.75	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$3.0M		36k	83.57	View chart
Palo Alto Networks (PANW)	0.3	$2.9M	+9%	18k	160.32	View chart
Costco Wholesale Corporation (COST)	0.3	$2.9M		2.9k	996.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$2.9M	-2%	99k	29.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$2.8M	+7%	28k	99.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.8M	-4%	4.7k	597.60	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$2.8M	+8%	29k	95.62	View chart
Eli Lilly & Co. (LLY)	0.3	$2.8M	-2%	3.0k	919.80	View chart
Chubb (CB)	0.3	$2.8M	+4%	8.5k	325.93	View chart
Applied Materials (AMAT)	0.3	$2.8M	+492%	8.1k	341.79	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$2.8M	+5%	56k	50.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$2.8M		108k	25.64	View chart
Visa Com Cl A (V)	0.3	$2.8M	-40%	9.1k	302.25	View chart
Parker-Hannifin Corporation (PH)	0.3	$2.7M	+683%	3.0k	895.30	View chart
Nxp Semiconductors N V (NXPI)	0.3	$2.7M	-17%	14k	196.85	View chart
Wisdomtree Tr Intl Midcap Dv (DIM)	0.3	$2.7M	+12%	32k	82.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.6M	+4%	9.2k	286.87	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.6M	+9%	4.4k	604.43	View chart
Amphenol Corp Cl A (APH)	0.3	$2.6M	NEW	21k	126.35	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.6M		10k	257.06	View chart
Constellation Energy (CEG)	0.3	$2.6M	+977%	9.2k	279.25	View chart
Ishares Tr Long Term Muni (LMUB)	0.3	$2.6M	NEW	51k	49.93	View chart
L3harris Technologies (LHX)	0.3	$2.5M	-45%	7.4k	345.13	View chart
salesforce (CRM)	0.3	$2.5M	-7%	13k	186.67	View chart
Wells Fargo & Company (WFC)	0.3	$2.5M	+5%	31k	79.61	View chart
United Parcel Svcs CL B (UPS)	0.3	$2.5M	+5%	25k	98.38	View chart
S&p Global (SPGI)	0.3	$2.4M	-12%	5.7k	425.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.4M	+4%	4.2k	577.12	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$2.4M	-17%	46k	51.93	View chart
Nextera Energy (NEE)	0.3	$2.4M		26k	92.88	View chart
Hewlett Packard Enterprise (HPE)	0.3	$2.3M	+3%	98k	23.81	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.3	$2.3M	+6%	31k	74.72	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$2.2M	-40%	26k	88.16	View chart
Analog Devices (ADI)	0.2	$2.2M	-2%	7.0k	318.15	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$2.2M		29k	76.54	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.2	$2.2M		55k	39.48	View chart
Edwards Lifesciences (EW)	0.2	$2.2M	+2%	27k	80.08	View chart
Motorola Solutions Com New (MSI)	0.2	$2.2M		5.0k	433.96	View chart
Spdr Index Shs Fds State Street Spd (DWX)	0.2	$2.2M		47k	45.60	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.1M	+17%	4.3k	499.66	View chart
Cadence Design Systems (CDNS)	0.2	$2.1M	+2%	7.5k	277.87	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.1M	-28%	24k	86.69	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$2.0M	-2%	8.8k	234.03	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$2.0M	+4%	17k	118.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$2.0M		67k	30.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.0M		16k	124.31	View chart
Realty Income (O)	0.2	$2.0M	+19%	32k	61.18	View chart
Gilead Sciences (GILD)	0.2	$1.9M		14k	139.37	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$1.9M		38k	49.37	View chart
Union Pacific Corporation (UNP)	0.2	$1.9M		7.7k	242.62	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.8M	-9%	11k	169.67	View chart
Marathon Petroleum Corp (MPC)	0.2	$1.8M	-2%	7.5k	244.17	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.8M	-44%	24k	73.64	View chart
Digital Realty Trust (DLR)	0.2	$1.8M	-44%	9.9k	180.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.8M	-3%	7.2k	248.00	View chart
Caretrust Reit (CTRE)	0.2	$1.8M		48k	36.65	View chart
Iqvia Holdings (IQV)	0.2	$1.7M	NEW	10k	170.54	View chart
UnitedHealth (UNH)	0.2	$1.7M	-51%	6.4k	270.58	View chart
Entergy Corporation (ETR)	0.2	$1.7M	+29%	15k	112.36	View chart
Spdr Series Trust State Street Spd (TFI)	0.2	$1.6M	-44%	36k	45.33	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$1.6M		31k	52.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.6M		29k	54.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.6M		23k	67.53	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$1.5M	-2%	27k	56.58	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.5M		18k	86.64	View chart
Spdr Index Shs Fds State Street Spd (WDIV)	0.2	$1.5M		19k	77.15	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.5M		20k	75.10	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$1.5M	+7%	33k	45.06	View chart
IDEXX Laboratories (IDXX)	0.2	$1.5M		2.6k	561.89	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$1.5M	-86%	4.6k	318.07	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.4M	-2%	30k	48.93	View chart
Procter & Gamble Company (PG)	0.2	$1.4M		9.9k	144.44	View chart
Medtronic SHS (MDT)	0.2	$1.4M	NEW	16k	86.65	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$1.4M	+8%	30k	45.50	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$1.3M		29k	45.89	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$1.3M		25k	52.54	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.1	$1.3M		13k	95.32	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$1.3M		11k	118.51	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.3M	+4%	15k	82.57	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$1.3M	+9%	55k	23.14	View chart
At&t (T)	0.1	$1.3M		44k	28.99	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$1.3M	+16%	28k	45.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.2M		19k	64.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.2M	+6%	25k	49.88	View chart
Chevron Corporation (CVX)	0.1	$1.2M		5.9k	206.91	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$1.2M	+2%	65k	18.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.2M	-3%	12k	97.13	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$1.2M	+8%	13k	90.94	View chart
Abbvie (ABBV)	0.1	$1.2M		5.4k	217.48	View chart
Schwab Strategic Tr Government Money (SGVT)	0.1	$1.2M	+100%	12k	100.72	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.1M	+6%	25k	45.47	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.1M		8.4k	132.50	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.1M	-15%	28k	38.42	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$1.1M		26k	41.96	View chart
Verizon Communications (VZ)	0.1	$1.1M	-57%	21k	50.20	View chart
Truist Financial Corp equities (TFC)	0.1	$1.1M	-11%	23k	45.97	View chart
International Business Machines (IBM)	0.1	$1.1M	+5%	4.4k	242.39	View chart
Invesco Exch Traded Fd Tr Ii Bloomberg Enhanc (IFLN)	0.1	$1.1M		59k	17.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.0M	+4%	4.0k	261.91	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$1.0M		17k	61.32	View chart
Pepsi (PEP)	0.1	$1.0M	-40%	6.7k	155.29	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.0M		7.3k	142.43	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.0M	+5%	9.5k	108.99	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$1.0M		28k	35.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.0M	-19%	4.7k	213.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.0M	+3%	3.1k	320.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.0M	+22%	11k	90.53	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$995k	+5%	11k	89.00	View chart
Bank of America Corporation (BAC)	0.1	$985k		20k	48.75	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$973k		7.2k	135.72	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$972k		9.7k	100.62	View chart
Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI)	0.1	$956k		43k	22.36	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$942k	-2%	4.7k	200.82	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$911k	+8%	24k	38.77	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$897k	-14%	23k	39.34	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$883k	-47%	18k	50.34	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$879k		40k	22.25	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$872k		19k	45.65	View chart
Quanta Services (PWR)	0.1	$869k		1.6k	549.02	View chart
Raytheon Technologies Corp (RTX)	0.1	$839k		4.3k	192.92	View chart
Coca-Cola Company (KO)	0.1	$835k	-45%	11k	76.05	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$835k		15k	55.36	View chart
Pfizer (PFE)	0.1	$819k	+9%	29k	28.08	View chart
Caterpillar (CAT)	0.1	$818k		1.2k	708.46	View chart
Goldman Sachs (GS)	0.1	$813k	+4%	961.00	846.30	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$810k	-2%	5.6k	144.71	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$808k	+4%	2.7k	302.25	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$762k		35k	21.49	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$760k	+10%	19k	41.08	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$742k		13k	56.79	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$738k	-12%	5.6k	132.10	View chart
Boeing Company (BA)	0.1	$738k		3.7k	199.01	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$725k	-2%	15k	47.53	View chart
Merck & Co (MRK)	0.1	$713k		5.9k	120.28	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$710k		4.3k	165.70	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$703k		18k	38.84	View chart
Bristol Myers Squibb (BMY)	0.1	$701k	+6%	12k	60.65	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$699k	-19%	4.9k	141.41	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.1	$697k	NEW	39k	18.02	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$682k	+3%	2.3k	295.12	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.1	$663k		352.00	1884.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$650k		7.3k	88.62	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$633k	-14%	9.3k	68.14	View chart
Ge Aerospace Com New (GE)	0.1	$629k		2.2k	283.80	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.1	$622k	+2%	26k	24.18	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$603k	-4%	5.0k	121.19	View chart
Palantir Technologies Cl A (PLTR)	0.1	$593k	-9%	4.1k	146.28	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$591k	+3%	6.0k	98.93	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$579k		5.9k	97.55	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$577k		12k	48.85	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$565k	-2%	11k	50.61	View chart
Advanced Micro Devices (AMD)	0.1	$564k	+11%	2.8k	203.43	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$562k		17k	33.54	View chart
Qualcomm (QCOM)	0.1	$561k		4.4k	128.78	View chart
Nfj Dividend Interest (NFJ)	0.1	$561k	-9%	44k	12.61	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$535k	-83%	2.4k	218.75	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$526k		13k	40.10	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$524k		1.8k	298.88	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$522k	-5%	5.5k	95.43	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$507k		15k	33.37	View chart
Phillips 66 (PSX)	0.1	$506k	-6%	2.8k	182.16	View chart
Micron Technology (MU)	0.1	$498k	+6%	1.5k	337.84	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$497k	-64%	5.3k	93.94	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$495k		11k	46.25	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$477k		16k	30.12	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$474k	+22%	11k	44.85	View chart
Morgan Stanley Com New (MS)	0.1	$455k		2.8k	164.59	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$448k	-4%	9.8k	45.87	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$448k		4.4k	101.77	View chart

Past Filings by WealthShield Partners

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

WealthShield Partners 2026 Q1 filed May 1, 2026
WealthShield Partners 2025 Q4 filed Feb. 3, 2026
WealthShield Partners 2025 Q3 filed Oct. 31, 2025
WealthShield Partners 2025 Q2 filed Aug. 8, 2025
WealthShield Partners 2025 Q1 filed May 9, 2025
WealthShield Partners 2024 Q4 filed Feb. 4, 2025
WealthShield Partners 2024 Q3 filed Nov. 4, 2024
WealthShield Partners 2024 Q2 filed July 26, 2024
WealthShield Partners 2024 Q1 filed April 29, 2024
WealthShield Partners 2023 Q4 filed Jan. 23, 2024
WealthShield Partners 2023 Q3 filed Oct. 25, 2023
WealthShield Partners 2023 Q2 filed Aug. 3, 2023
WealthShield Partners 2023 Q1 filed May 8, 2023
WealthShield Partners 2022 Q4 filed Feb. 13, 2023
WealthShield Partners 2022 Q3 filed Nov. 4, 2022
WealthShield Partners 2022 Q2 filed Aug. 11, 2022

View all past filings

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