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 288 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 4.8 $24M +6% 68k 358.65
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.1 $16M +6% 558k 28.13
Ishares Tr Esg Awr Msci Usa (ESGU) 3.0 $15M +3% 190k 79.41
Vanguard Index Fds Value Etf (VTV) 2.9 $14M +21% 117k 123.48
Ishares Tr Core Total Usd (IUSB) 1.9 $9.8M +6% 221k 44.50
Wisdomtree Tr Em Ex St-owned (XSOE) 1.9 $9.3M +8% 379k 24.62
Ishares Tr 20+ Year Tr Bd 1.8 $9.3M NEW 256k 36.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $9.1M 164k 55.81
Ishares Tr Core Div Grwth (DGRO) 1.8 $9.1M +10% 205k 44.47
Apple (AAPL) 1.7 $8.7M 63k 138.20
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.6 $8.3M NEW 90k 91.60
Vanguard Index Fds Growth Etf (VUG) 1.6 $7.9M +17% 37k 213.95
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $7.9M +14% 58k 135.17
Ishares Tr National Mun Etf (MUB) 1.3 $6.6M 64k 102.58

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Vanguard World Mega Grwth Ind (MGK) 1.3 $6.6M 38k 174.62
Ishares Tr Core Msci Eafe (IEFA) 1.3 $6.5M +27% 124k 52.67
Ishares Tr Us Treas Bd Etf (GOVT) 1.3 $6.5M +31% 284k 22.76
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.2 $5.9M -6% 101k 58.51
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.1 $5.6M -20% 77k 73.24
Vanguard World Mega Cap Val Etf (MGV) 1.1 $5.6M 62k 90.58
Wisdomtree Tr Intrst Rate Hdge (AGZD) 1.1 $5.5M -29% 120k 45.58
Microsoft Corporation (MSFT) 1.0 $5.3M +3% 23k 232.89
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $5.2M +39% 72k 72.56
Ishares Tr Eafe Value Etf (EFV) 1.0 $5.2M -12% 136k 38.53
Ishares Tr Invt Grd Corp Bd 1.0 $5.0M NEW 135k 36.80
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.9 $4.6M 80k 57.82
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.9 $4.4M +42% 76k 57.83
Proshares Tr S&p 500 Dv Arist (NOBL) 0.8 $4.0M -11% 50k 79.96
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.8 $3.9M 58k 67.13
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.8 $3.8M -2% 63k 60.34
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $3.6M +64% 42k 87.19
Select Sector Spdr Tr Technology (XLK) 0.7 $3.5M +84% 30k 118.79
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $3.3M +7% 23k 143.38
Ishares Tr Core S&p Us Gwt (IUSG) 0.6 $3.3M +11% 41k 80.17
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.6 $3.2M -11% 181k 17.45
Ishares Tr Micro-cap Etf (IWC) 0.6 $3.1M 30k 103.38
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $3.1M 32k 96.35
Amazon (AMZN) 0.6 $3.0M 27k 113.00
Ishares Core Msci Emkt (IEMG) 0.6 $3.0M +51% 70k 42.98
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.6 $2.9M +131% 67k 43.99
JPMorgan Chase & Co. (JPM) 0.6 $2.9M +12% 28k 104.48
Ishares Tr Core High Dv Etf (HDV) 0.6 $2.9M -2% 32k 91.30
Proshares Tr Shrt 20+yr Tre (TBF) 0.6 $2.9M NEW 131k 22.30
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.6 $2.9M 42k 68.12
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $2.8M +18% 49k 57.85
Home Depot (HD) 0.6 $2.8M +5% 10k 275.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $2.8M +153% 22k 127.29
Ishares Msci Emerg Mrkt (EEMV) 0.6 $2.8M +28% 55k 50.69
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $2.7M -7% 59k 46.09
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $2.7M 22k 121.77
Pacer Fds Tr Wealthshield (PWS) 0.5 $2.7M -9% 93k 28.97
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.7M +1957% 28k 95.65
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $2.6M +3% 44k 60.08
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $2.5M +27% 33k 78.44
UnitedHealth (UNH) 0.5 $2.5M +14% 5.0k 505.00
Ishares Tr Core Msci Intl (IDEV) 0.5 $2.5M +15% 52k 48.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.5M +364% 9.2k 267.79
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $2.4M +2% 14k 170.51
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $2.4M +24% 25k 96.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $2.4M +12% 11k 210.40
Broadcom (AVGO) 0.5 $2.3M 5.2k 444.13
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $2.3M NEW 48k 47.51
Ishares Tr Tips Bd Etf (TIP) 0.4 $2.3M -16% 22k 104.92
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.4 $2.3M -77% 25k 88.74
Johnson & Johnson (JNJ) 0.4 $2.2M +4% 13k 163.34
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $2.0M +36% 20k 102.68
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $2.0M +3% 90k 22.40
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.0M +54% 12k 164.91
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $1.9M NEW 20k 96.00
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.4 $1.9M 50k 37.66
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $1.9M +11% 21k 89.72
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $1.9M -4% 76k 24.95
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $1.8M +29% 28k 66.11
Merck & Co (MRK) 0.4 $1.8M +9% 21k 86.81
Motorola Solutions Com New (MSI) 0.4 $1.8M +6% 8.0k 224.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.8M +5% 29k 60.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.8M -22% 48k 36.48
Kraneshares Tr Kfa Mount Lucas (KMLM) 0.3 $1.8M +16% 46k 38.36
Duke Energy Corp Com New (DUK) 0.3 $1.7M 18k 93.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.7M +7% 45k 37.80
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.7M +4% 30k 56.14
Ishares Esg Awr Msci Em (ESGE) 0.3 $1.7M -4% 61k 27.68
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.3 $1.7M +9% 58k 28.81
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.6M NEW 25k 66.67
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.3 $1.6M +7% 72k 22.12
Visa Com Cl A (V) 0.3 $1.6M +6% 8.9k 177.70
Trane Technologies SHS (TT) 0.3 $1.6M +2% 11k 145.33
salesforce (CRM) 0.3 $1.5M +12% 11k 143.89
Select Sector Spdr Tr Financial (XLF) 0.3 $1.5M -3% 50k 30.36
Wal-Mart Stores (WMT) 0.3 $1.5M +5% 12k 129.70
Pioneer Natural Resources (PXD) 0.3 $1.5M +19% 6.9k 216.51
Union Pacific Corporation (UNP) 0.3 $1.5M +9% 7.6k 194.88
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $1.5M +2% 43k 34.48
Verizon Communications (VZ) 0.3 $1.4M +10% 38k 37.98
Ishares Tr Faln Angls Usd (FALN) 0.3 $1.4M -11% 59k 23.91
TJX Companies (TJX) 0.3 $1.4M +7% 22k 62.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.4M 5.2k 266.99
Keysight Technologies (KEYS) 0.3 $1.4M 8.7k 157.38
Edwards Lifesciences (EW) 0.3 $1.3M +7% 16k 82.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.3M +9% 4.0k 329.69
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $1.3M +2% 26k 50.12
L3harris Technologies (LHX) 0.3 $1.3M NEW 6.2k 207.89
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.3M 9.9k 128.53
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.3M 9.3k 135.99
Chubb (CB) 0.2 $1.2M +7% 6.7k 182.71
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $1.2M +34% 5.9k 206.65
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $1.2M 39k 30.88
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $1.2M -83% 21k 57.80
S&p Global (SPGI) 0.2 $1.2M +4% 3.9k 305.46
Cisco Systems (CSCO) 0.2 $1.2M +8% 30k 40.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.2M +4% 28k 42.37
Ishares Tr Mbs Etf (MBB) 0.2 $1.2M 13k 91.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.2M 3.2k 358.78
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $1.2M 26k 45.31
Eaton Corp SHS (ETN) 0.2 $1.1M +8% 8.5k 133.33
Iqvia Holdings (IQV) 0.2 $1.1M +7% 6.1k 181.20
Allstate Corporation (ALL) 0.2 $1.1M +9% 8.8k 125.31
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $1.1M -12% 50k 21.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.1M 16k 66.44
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.1M -3% 15k 74.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.1M +22% 30k 36.37
Air Products & Chemicals (APD) 0.2 $1.0M +5% 4.4k 234.26
Intercontinental Exchange (ICE) 0.2 $1.0M +6% 11k 90.34
Cme (CME) 0.2 $1.0M +6% 5.7k 177.19
Medtronic SHS (MDT) 0.2 $992k +13% 12k 81.44
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $979k 31k 32.05
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $978k 11k 89.99
Ishares Tr Us Regnl Bks Etf (IAT) 0.2 $973k +92% 20k 47.74
Invesco Db Commdy Indx Trck Unit (DBC) 0.2 $972k NEW 41k 23.91
Comcast Corp Cl A (CMCSA) 0.2 $969k +22% 33k 29.34
Procter & Gamble Company (PG) 0.2 $966k 7.7k 126.21
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $951k 21k 46.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $946k 4.3k 219.24
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $944k 15k 63.00
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $936k +22% 19k 50.12
Marathon Petroleum Corp (MPC) 0.2 $928k +6% 9.3k 99.33
Pepsi (PEP) 0.2 $912k 5.6k 163.24
Ishares Tr U.s. Energy Etf (IYE) 0.2 $896k -35% 23k 39.30
Spdr Gold Tr Gold Shs (GLD) 0.2 $886k -80% 5.7k 154.60
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $874k 23k 37.68
Alphabet Cap Stk Cl C (GOOG) 0.2 $863k +1900% 9.0k 96.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $846k 4.3k 195.11
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $841k 8.3k 101.68
Nxp Semiconductors N V (NXPI) 0.2 $839k +10% 5.7k 148.34
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.2 $827k +6% 50k 16.44
Lauder Estee Cos Cl A (EL) 0.2 $826k +8% 3.8k 215.83
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.2 $825k +10% 23k 35.71
Steris Shs Usd (STE) 0.2 $810k +14% 4.9k 166.29
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $809k 11k 71.36
Spdr Ser Tr S&p Biotech (XBI) 0.2 $800k NEW 10k 79.30
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $777k -63% 9.4k 82.46
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $777k +46% 7.6k 102.47
Devon Energy Corporation (DVN) 0.2 $771k +6% 13k 60.10
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $763k -5% 5.9k 128.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $761k -45% 16k 48.16
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.2 $759k 36k 21.19
Global X Fds Global X Uranium (URA) 0.1 $756k NEW 38k 19.82
Exxon Mobil Corporation (XOM) 0.1 $755k 8.6k 87.34
Pfizer (PFE) 0.1 $753k -9% 17k 43.77
Abbvie (ABBV) 0.1 $749k 5.6k 134.18
Ishares Tr Us Infrastruc (IFRA) 0.1 $741k -19% 23k 32.23
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $736k 15k 48.23
Darden Restaurants (DRI) 0.1 $732k +5% 5.8k 126.29
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $731k +2% 6.7k 109.01
McDonald's Corporation (MCD) 0.1 $725k -10% 3.1k 230.60
Chevron Corporation (CVX) 0.1 $702k 4.9k 143.62
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $702k -6% 5.1k 138.84
Bristol Myers Squibb (BMY) 0.1 $702k 9.9k 71.12
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $701k 25k 28.39
Coca-Cola Company (KO) 0.1 $695k 12k 56.48
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $645k +3% 8.0k 80.14
Ishares Tr Conv Bd Etf (ICVT) 0.1 $644k -23% 9.3k 68.90
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $641k -3% 8.4k 75.90
Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.1 $641k -85% 33k 19.62
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $640k -6% 9.8k 65.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $621k -24% 3.5k 179.48
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $609k -10% 14k 44.36
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $609k +8% 5.9k 102.47
Ishares Tr Msci Eafe Etf (EFA) 0.1 $595k +4% 11k 56.00
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $593k -24% 4.7k 126.17
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $589k +2% 27k 21.90
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $579k 18k 32.95
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $573k +3% 22k 25.74
Tesla Motors (TSLA) 0.1 $572k +187% 2.2k 265.18
Spdr Index Shs Fds Spdr Blmberg Sas (REMG) 0.1 $562k +11% 26k 21.34
NVIDIA Corporation (NVDA) 0.1 $543k -14% 4.5k 121.50
Ishares Tr Agency Bond Etf (AGZ) 0.1 $540k 5.1k 106.55
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $539k -80% 11k 48.80
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.1 $538k 35k 15.26
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.1 $536k +13% 10k 53.39
Ishares Tr Global Tech Etf (IXN) 0.1 $536k -36% 13k 42.20
Qualcomm (QCOM) 0.1 $519k 4.6k 112.92
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $513k +14% 11k 46.05
CVS Caremark Corporation (CVS) 0.1 $512k 5.4k 95.42
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $504k 8.5k 59.40
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $498k 1.8k 276.67
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $497k 7.4k 67.00
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $484k -12% 8.3k 58.35
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $473k +6% 19k 25.13
United Parcel Service CL B (UPS) 0.1 $470k 2.9k 161.62
Nfj Dividend Interest (NFJ) 0.1 $461k 43k 10.69
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $460k 3.5k 132.07
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $457k -7% 11k 42.03
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.1 $446k +4% 21k 21.00
International Business Machines (IBM) 0.1 $445k 3.7k 118.89
Ishares Tr Core Lt Usdb Etf (ILTB) 0.1 $445k 8.9k 50.23
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $439k -4% 1.1k 403.12
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $439k 7.6k 57.41
Royce Micro Capital Trust (RMT) 0.1 $439k +12% 55k 7.93
United Sts Commodity Index F Comm Idx Fnd (USCI) 0.1 $438k +2% 8.5k 51.30
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $433k +3% 23k 18.71
Bank of America Corporation (BAC) 0.1 $432k 14k 30.22
United Bankshares (UBSI) 0.1 $428k 12k 36.09
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $427k NEW 5.3k 81.21
IDEXX Laboratories (IDXX) 0.1 $417k 1.3k 325.78
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) 0.1 $417k NEW 17k 25.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $413k 6.6k 62.15
Macquarie Global Infr Total Rtrn Fnd (MGU) 0.1 $409k 22k 19.05
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $407k +10% 7.5k 54.35
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $407k -7% 5.2k 78.85
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $406k -24% 5.1k 79.33
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $398k -23% 4.1k 98.27
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $397k 7.9k 50.25
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $393k +16% 11k 34.87
Abbott Laboratories (ABT) 0.1 $391k 4.0k 96.78
Select Sector Spdr Tr Energy (XLE) 0.1 $390k NEW 5.4k 71.97
Wells Fargo & Company (WFC) 0.1 $380k 9.5k 40.19
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.1 $378k -5% 9.1k 41.68
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $367k +2% 18k 20.17
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $360k -6% 2.5k 145.57
Nextera Energy (NEE) 0.1 $358k 4.6k 78.47
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $351k 8.6k 40.92
Ishares Tr Blackrock Ultra (ICSH) 0.1 $350k 7.0k 49.94
Ishares Msci Equal Weite (EUSA) 0.1 $342k -2% 5.1k 66.72
Target Corporation (TGT) 0.1 $335k +4% 2.3k 148.56
Vaneck Etf Trust Cef Muni Income (XMPT) 0.1 $335k +12% 16k 20.61
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $333k NEW 1.3k 253.04
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $324k +5% 4.1k 79.61
Halliburton Company (HAL) 0.1 $322k +15% 13k 24.64
Philip Morris International (PM) 0.1 $319k 3.8k 84.17
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $317k -37% 4.4k 71.28
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $311k 6.5k 47.99
Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.1 $303k 18k 16.63
At&t (T) 0.1 $302k 20k 15.33
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $297k 1.0k 287.79
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $294k -14% 6.5k 45.11
Caterpillar (CAT) 0.1 $286k +4% 1.7k 163.80
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $285k -9% 2.2k 131.40
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $285k 1.7k 164.08
Quest Diagnostics Incorporated (DGX) 0.1 $283k 2.3k 122.88
Vanguard Index Fds Large Cap Etf (VV) 0.1 $277k 1.7k 163.81
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $276k -2% 6.0k 46.17
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $273k -9% 6.8k 39.88
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $272k -4% 12k 23.40
Truist Financial Corp equities (TFC) 0.1 $268k -2% 6.1k 43.61
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $268k +7% 1.4k 187.94
Advisorshares Tr Dorsey Wrigt Adr (AADR) 0.1 $267k +6% 6.1k 44.00
Global X Fds Russell 2000 (RYLD) 0.1 $261k +9% 14k 18.42
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $260k -73% 2.5k 103.96
Walt Disney Company (DIS) 0.1 $259k -5% 2.7k 94.39
Hershey Company (HSY) 0.1 $254k 1.2k 220.87
Occidental Petroleum Corporation (OXY) 0.0 $251k NEW 4.1k 61.67
Zimmer Holdings (ZBH) 0.0 $251k 2.4k 104.63
Altria (MO) 0.0 $249k 6.0k 41.30
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $247k -7% 5.2k 47.35
Ishares Tr Msci Usa Value (VLUE) 0.0 $247k -37% 3.0k 81.92
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $247k 3.9k 63.24
PPL Corporation (PPL) 0.0 $246k 9.6k 25.53
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.0 $242k 5.7k 42.23
Proshares Tr Msci Eafe Divd (EFAD) 0.0 $242k 7.7k 31.25
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $241k +4% 14k 16.73
Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.0 $240k 8.3k 28.92
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $238k +17% 4.6k 51.81
Vanguard Index Fds Small Cp Etf (VB) 0.0 $237k 1.4k 171.24
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $229k +3% 5.5k 41.62
Ishares Msci Jpn Etf New (EWJ) 0.0 $225k 4.6k 48.86
Dominion Resources (D) 0.0 $218k +7% 3.1k 69.25
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $218k -40% 4.4k 49.37
Costco Wholesale Corporation (COST) 0.0 $215k -6% 455.00 472.53
Eli Lilly & Co. (LLY) 0.0 $211k 653.00 323.12
Automatic Data Processing (ADP) 0.0 $210k NEW 925.00 227.03
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $201k NEW 2.7k 74.86
Huntington Bancshares Incorporated (HBAN) 0.0 $165k +5% 12k 13.31
New York Community Ban (NYCB) 0.0 $114k 13k 8.55
Ing Global Advantage And Premium Opportunity Fund (IGA) 0.0 $108k 13k 8.43
Voya Global Eq Div & Pr Opp (IGD) 0.0 $106k NEW 21k 4.98
Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.0 $104k +3% 23k 4.49
BlackRock Global Opportunities Equity Tr (BOE) 0.0 $103k +2% 12k 8.84

Past Filings by WealthShield Partners

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

View all past filings