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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, IVW, MGK, DGRO, DYNF, and represent 17.85% of WealthShield Partners's stock portfolio.
Added to shares of these 10 stocks: IVV (+$13M), MGK (+$13M), VUG (+$7.1M), CORO, NOBL, IALT, AMAT, IWF, GGOV, DGRO.
Started 17 new stock positions in CORO, SJNK, NOW, ARW, SNPS, GGOV, XRT, IALT, PAVE, SARK. PFFD, HEWJ, SMCO, MCHI, SPHQ, Blackrock Etf Trust, PNC.
Reduced shares in these 10 stocks: SCHF (-$23M), SCHG (-$17M), IEMG (-$15M), VTV (-$10M), , AAPL (-$9.5M), SCHV (-$8.8M), BWX (-$8.4M), TLTW (-$8.4M), MDYV (-$8.3M).
Sold out of its positions in T, ARKK, ARKF, ABT, ASGI, AVSE, AVES, AVEM, AVSF, AVDE.
WealthShield Partners was a net seller of stock by $-317M.
WealthShield Partners has $654M in assets under management (AUM), dropping by -27.16%.
Central Index Key (CIK): 0001729303

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Portfolio Holdings for WealthShield Partners

WealthShield Partners holds 379 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.2	$54M	+32%	71k	748.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.7	$18M	-16%	129k	137.53	View chart
Vanguard World Mega Grwth Ind (MGK)	2.5	$17M	+330%	189k	87.91	View chart
Ishares Tr Core Div Grwth (DGRO)	2.3	$15M	+6%	199k	75.79	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.1	$14M	-11%	203k	68.01	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.0	$13M	-2%	280k	46.15	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$13M	-3%	53k	236.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.9	$12M	-32%	55k	227.06	View chart
Apple (AAPL)	1.9	$12M	-43%	43k	289.36	View chart
NVIDIA Corporation (NVDA)	1.8	$12M	-27%	59k	200.09	View chart
Microsoft Corporation (MSFT)	1.7	$11M	-15%	29k	373.02	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.6	$11M	-7%	65k	163.45	View chart
Amazon (AMZN)	1.5	$9.7M	-19%	41k	238.34	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$9.3M	-61%	112k	82.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$9.0M	-14%	25k	357.37	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$8.8M	+8%	82k	107.62	View chart
JPMorgan Chase & Co. (JPM)	1.3	$8.7M	-15%	27k	327.33	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$8.7M	+458%	101k	86.14	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.2	$8.1M	-5%	42k	190.52	View chart
Applied Materials (AMAT)	1.2	$8.0M	+36%	11k	723.00	View chart
Lam Research Corp Com New (LRCX)	1.2	$7.8M	-21%	18k	433.60	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.2	$7.6M		61k	124.42	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.1	$7.3M	-24%	139k	52.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.1	$7.1M	-12%	9.3k	763.14	View chart
Citigroup Com New (C)	1.1	$6.9M	-5%	49k	139.96	View chart
Broadcom (AVGO)	1.0	$6.4M	-22%	17k	377.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.9	$6.1M	-32%	18k	342.83	View chart
Ge Vernova (GEV)	0.9	$6.1M	+8%	5.2k	1175.36	View chart
Meta Platforms Cl A (META)	0.9	$6.0M	-5%	11k	563.30	View chart
Wal-Mart Stores (WMT)	0.9	$5.6M	-6%	50k	113.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$5.6M	-13%	26k	212.77	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.8	$5.4M	+2%	29k	188.09	View chart
Trane Technologies SHS (TT)	0.8	$5.4M	-2%	11k	491.17	View chart
Palo Alto Networks (PANW)	0.8	$5.3M	-13%	16k	341.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$5.3M	-21%	11k	500.39	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.8	$5.1M	+5%	102k	50.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$5.1M	-53%	67k	76.55	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.8	$5.1M	+99%	91k	56.16	View chart
Uber Technologies (UBER)	0.7	$4.9M	+5%	68k	72.16	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.7	$4.8M	+11%	150k	31.78	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$4.7M	+3%	206k	22.78	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.7	$4.6M	NEW	125k	36.60	View chart
Netflix (NFLX)	0.7	$4.6M	+6%	64k	71.40	View chart
Johnson Controls Internation SHS (JCI)	0.7	$4.5M		31k	146.51	View chart
Eli Lilly & Co. (LLY)	0.6	$4.2M	+15%	3.5k	1199.46	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.6	$4.2M	-41%	97k	43.11	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$4.1M	-39%	5.5k	748.69	View chart
Hewlett Packard Enterprise (HPE)	0.6	$4.0M	-8%	89k	45.25	View chart
TJX Companies (TJX)	0.6	$4.0M	+5%	27k	151.50	View chart
Cummins (CMI)	0.6	$3.9M	-3%	5.4k	713.24	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$3.8M	-9%	40k	94.52	View chart
Eaton Corp SHS (ETN)	0.6	$3.8M	-4%	8.9k	426.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$3.8M	-72%	17k	217.93	View chart
Amphenol Corp Cl A (APH)	0.6	$3.7M		21k	176.57	View chart
Nxp Semiconductors N V (NXPI)	0.5	$3.5M	-7%	13k	282.04	View chart
Home Depot (HD)	0.5	$3.5M	-38%	9.8k	352.68	View chart
McDonald's Corporation (MCD)	0.5	$3.3M	-27%	12k	270.32	View chart
Johnson & Johnson (JNJ)	0.5	$3.2M	-2%	13k	253.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$3.2M	+169%	26k	124.17	View chart
Visa Com Cl A (V)	0.5	$3.2M		9.2k	343.10	View chart
Diamondback Energy (FANG)	0.5	$3.1M	+5%	18k	175.78	View chart
Parker-Hannifin Corporation (PH)	0.5	$3.1M	+3%	3.2k	978.19	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.5	$3.0M	-7%	34k	88.54	View chart
Chubb (CB)	0.5	$3.0M	+2%	8.7k	341.76	View chart
Intercontinental Exchange (ICE)	0.5	$3.0M	+17%	24k	123.11	View chart
Ishares Tr Long Term Muni (LMUB)	0.4	$2.9M	+11%	57k	51.22	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.4	$2.8M	-37%	24k	118.99	View chart
Intuitive Surgical Com New (ISRG)	0.4	$2.8M	-13%	7.0k	397.68	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$2.8M	-22%	27k	100.35	View chart
Cme (CME)	0.4	$2.7M	+4%	12k	220.83	View chart
Cadence Design Systems (CDNS)	0.4	$2.7M	-3%	7.2k	375.32	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$2.6M	-30%	11k	242.99	View chart
Analog Devices (ADI)	0.4	$2.6M	-6%	6.6k	397.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$2.6M	-19%	3.8k	686.82	View chart
Edwards Lifesciences (EW)	0.4	$2.5M	+3%	28k	90.46	View chart
S&p Global (SPGI)	0.4	$2.5M	+6%	6.1k	407.27	View chart
Duke Energy Corp Com New (DUK)	0.4	$2.4M	-22%	19k	126.58	View chart
Lockheed Martin Corporation (LMT)	0.4	$2.4M	+8%	4.7k	509.51	View chart
L3harris Technologies (LHX)	0.4	$2.4M	+11%	8.2k	290.60	View chart
Costco Wholesale Corporation (COST)	0.4	$2.4M	-13%	2.5k	935.56	View chart
Constellation Energy (CEG)	0.4	$2.3M	+2%	9.4k	248.37	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$2.3M	-7%	27k	87.88	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$2.2M	-3%	8.5k	264.72	View chart
UnitedHealth (UNH)	0.3	$2.2M	-16%	5.4k	415.63	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.3	$2.2M	NEW	78k	28.05	View chart
Motorola Solutions Com New (MSI)	0.3	$2.2M	+3%	5.2k	416.48	View chart
Iqvia Holdings (IQV)	0.3	$2.2M	+9%	11k	193.22	View chart
Wells Fargo & Company (WFC)	0.3	$2.1M	-16%	26k	82.64	View chart
salesforce (CRM)	0.3	$2.1M		14k	157.09	View chart
United Parcel Svcs CL B (UPS)	0.3	$2.1M	-21%	20k	107.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.1M	-35%	5.9k	353.34	View chart
Union Pacific Corporation (UNP)	0.3	$2.1M		7.5k	272.01	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$2.0M	-6%	6.7k	300.44	View chart
Nextera Energy (NEE)	0.3	$2.0M	-11%	23k	87.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.9M	-75%	8.9k	219.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.9M	-28%	5.3k	368.38	View chart
Realty Income (O)	0.3	$1.9M	-4%	31k	62.23	View chart
Caretrust Reit (CTRE)	0.3	$1.9M	-3%	47k	40.74	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.3	$1.9M	NEW	38k	50.29	View chart
Marathon Petroleum Corp (MPC)	0.3	$1.9M	-3%	7.3k	255.66	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$1.8M		31k	58.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.8M	-42%	2.4k	737.23	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.8M	-46%	9.0k	197.60	View chart
Digital Realty Trust (DLR)	0.3	$1.8M		9.8k	179.57	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$1.8M		11k	163.58	View chart
Entergy Corporation (ETR)	0.3	$1.8M	+2%	15k	114.86	View chart
Gilead Sciences (GILD)	0.3	$1.7M	-2%	14k	126.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.6M	-41%	17k	98.98	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$1.6M	-23%	18k	86.42	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$1.5M	-34%	11k	136.68	View chart
Tesla Motors (TSLA)	0.2	$1.5M	-55%	3.6k	420.60	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.5M	-21%	20k	75.51	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.5M	-12%	15k	95.44	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.4M	-54%	4.6k	306.30	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.3M	+2%	16k	82.11	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$1.3M	-2%	28k	45.34	View chart
Medtronic SHS (MDT)	0.2	$1.3M		16k	78.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.2M	+15%	13k	96.58	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$1.2M	-51%	22k	52.34	View chart
Truist Financial Corp equities (TFC)	0.2	$1.1M		23k	49.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.1M	-17%	16k	71.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.1M	-52%	7.6k	148.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.1M	-10%	22k	50.58	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$1.1M	+438%	39k	27.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.0M	-12%	6.4k	164.27	View chart
Advanced Micro Devices (AMD)	0.2	$1.0M	-36%	1.8k	580.91	View chart
Quanta Services (PWR)	0.2	$1.0M	-11%	1.4k	720.04	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.2	$1.0M		11k	88.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$980k	-40%	12k	83.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$964k	-16%	2.6k	370.04	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.1	$959k	-42%	21k	45.80	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$959k		19k	50.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$941k	-45%	16k	59.69	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$938k	-47%	13k	73.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$887k		13k	68.41	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$817k	+167%	8.0k	102.16	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$776k		2.3k	338.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$767k	-56%	10k	77.11	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$754k		4.3k	176.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$751k	-38%	2.5k	303.12	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$738k	-2%	18k	41.68	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.1	$732k		352.00	2080.79	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$714k	-65%	13k	53.61	View chart
Raytheon Technologies Corp (RTX)	0.1	$699k	-15%	3.7k	189.75	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$693k	-14%	4.2k	163.67	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.1	$641k	-10%	35k	18.44	View chart
Procter & Gamble Company (PG)	0.1	$640k	-55%	4.4k	146.63	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$633k		12k	53.61	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$620k	-33%	19k	33.29	View chart
Exxon Mobil Corporation (XOM)	0.1	$577k	-61%	4.2k	136.72	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$559k		17k	33.46	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$558k	-3%	2.2k	252.23	View chart
Investment Managers Ser Tr I Tradr 1x Short (SARK)	0.1	$539k	NEW	20k	26.95	View chart
Caterpillar (CAT)	0.1	$518k	-57%	486.00	1064.90	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$514k	-3%	15k	35.11	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$513k	+33%	1.1k	478.15	View chart
International Business Machines (IBM)	0.1	$510k	-58%	1.8k	281.25	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$509k	-4%	1.8k	287.68	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$498k	-27%	4.3k	115.69	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$496k	-4%	5.2k	94.57	View chart
Goldman Sachs (GS)	0.1	$493k	-49%	487.00	1012.35	View chart
Mastercard Incorporated Cl A (MA)	0.1	$479k	-78%	932.00	513.60	View chart
Liquidia Corporation Com New (LQDA)	0.1	$469k		5.9k	79.73	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$466k	-34%	4.8k	96.43	View chart
Bank of America Corporation (BAC)	0.1	$457k	-60%	8.0k	56.98	View chart
Advisorshares Tr Dorsey Wrigt Adr (AADR)	0.1	$452k	+23%	5.5k	82.11	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$450k	-53%	11k	42.08	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$445k	-26%	1.3k	343.91	View chart
Morgan Stanley Com New (MS)	0.1	$431k	-25%	2.1k	209.06	View chart
Micron Technology (MU)	0.1	$425k	-75%	368.00	1154.29	View chart
Abbvie (ABBV)	0.1	$419k	-69%	1.7k	251.64	View chart
Deere & Company (DE)	0.1	$418k	+12%	657.00	635.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$406k	-60%	3.7k	109.07	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$399k	-94%	17k	23.13	View chart
Chevron Corporation (CVX)	0.1	$398k	-59%	2.4k	165.76	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$388k	-18%	2.5k	156.95	View chart
Pepsi (PEP)	0.1	$384k	-57%	2.8k	135.40	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.1	$384k		13k	28.62	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$379k	-2%	4.1k	93.27	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$379k	-17%	2.5k	154.29	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$377k	-16%	9.4k	40.16	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$372k	+15%	3.7k	100.67	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$368k	-29%	7.6k	48.68	View chart
Welltower Inc Com reit (WELL)	0.1	$328k	-14%	1.4k	226.97	View chart
Rbc Cad (RY)	0.0	$326k		1.6k	206.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$324k	-71%	1.3k	242.43	View chart
Boeing Company (BA)	0.0	$323k	-59%	1.5k	216.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$322k		7.5k	43.06	View chart
Merck & Co (MRK)	0.0	$320k	-58%	2.5k	129.33	View chart
Tg Therapeutics (TGTX)	0.0	$316k	-4%	5.8k	54.94	View chart
McKesson Corporation (MCK)	0.0	$306k	-6%	405.00	756.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$306k	-10%	3.9k	79.03	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$303k	-4%	7.9k	38.65	View chart
Martin Marietta Materials (MLM)	0.0	$299k	+5%	519.00	576.70	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$298k	-11%	2.8k	106.47	View chart
Automatic Data Processing (ADP)	0.0	$283k	-33%	1.3k	225.65	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$280k	-33%	535.00	523.80	View chart
Coca-Cola Company (KO)	0.0	$279k	-68%	3.4k	81.80	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$274k	-43%	6.0k	45.70	View chart
Cheniere Energy Com New (LNG)	0.0	$267k		1.1k	239.01	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.0	$261k	-77%	5.6k	46.14	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$261k	-34%	5.9k	44.35	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.0	$260k	+1343%	6.8k	38.00	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$257k	-7%	364.00	705.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$256k		5.6k	45.89	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$254k	-50%	2.1k	121.74	View chart
Franklin Templeton Etf Tr Ftse Latn Amrc (FLLA)	0.0	$253k	+10%	9.4k	26.88	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.0	$247k	+153%	2.2k	112.10	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$245k		6.1k	40.23	View chart
Oracle Corporation (ORCL)	0.0	$240k	-17%	1.6k	146.55	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$240k	-59%	989.00	242.42	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.0	$230k		10k	22.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$230k		5.0k	46.05	View chart
Servicenow (NOW)	0.0	$228k	NEW	2.3k	99.28	View chart
Cisco Systems (CSCO)	0.0	$227k	-57%	1.9k	117.48	View chart
Phillips 66 (PSX)	0.0	$226k	-51%	1.3k	169.05	View chart
Electrocore Com New (ECOR)	0.0	$224k		26k	8.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$221k	-53%	2.0k	110.32	View chart
Tidal Trust Ii Hilt Smal Mi Etf (SMCO)	0.0	$218k	NEW	7.0k	31.00	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$218k	-86%	596.00	365.87	View chart
Synopsys (SNPS)	0.0	$217k	NEW	487.00	446.07	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$217k	-56%	4.1k	53.47	View chart
PNC Financial Services (PNC)	0.0	$215k	NEW	874.00	246.22	View chart
Tuhura Biosciences (HURA)	0.0	$214k		92k	2.34	View chart
Innovator Etfs Trust Equit Protn May (ZMAY)	0.0	$214k		8.2k	25.97	View chart
Arrow Electronics (ARW)	0.0	$213k	NEW	1.0k	213.41	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.0	$212k		7.7k	27.36	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$205k	-31%	2.0k	102.30	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$202k	-95%	5.6k	36.26	View chart
Palantir Technologies Cl A (PLTR)	0.0	$202k	-57%	1.7k	116.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$200k	+73%	2.5k	80.57	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$200k	-8%	5.2k	38.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$195k	-98%	5.7k	33.84	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$194k		3.7k	51.78	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.0	$192k		3.6k	53.20	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$190k	-38%	1.6k	121.42	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$188k	-39%	1.9k	96.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$182k	-17%	3.7k	48.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$182k		3.9k	46.41	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$176k		3.9k	45.64	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$154k	NEW	8.2k	18.69	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$145k	-12%	915.00	158.66	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$144k		2.7k	52.73	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$130k	-18%	11k	11.89	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$125k	-11%	2.9k	42.25	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$124k		2.0k	62.53	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.0	$124k	-63%	4.9k	25.44	View chart
Innovator Etfs Trust Nasd 100 10 Buff (QBUF)	0.0	$123k		4.0k	30.77	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.0	$122k	-10%	3.0k	41.33	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$122k	+5%	1.1k	110.35	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.0	$121k		3.3k	37.36	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$119k		2.8k	42.20	View chart
Innovator Etfs Trust Us Small Cap 10 (RBUF)	0.0	$118k		3.8k	31.08	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.0	$115k		3.4k	33.87	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$115k	-90%	778.00	147.73	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$115k	-39%	3.8k	30.49	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.0	$114k		4.0k	28.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$113k	-99%	4.1k	27.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$113k	-43%	1.4k	82.65	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.0	$103k		1.3k	77.43	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$103k		1.3k	76.70	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$99k	-96%	1.9k	50.60	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$90k		1.7k	53.91	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$90k	-22%	1.4k	63.04	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$88k		1.6k	56.59	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$86k	-62%	202.00	426.40	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.0	$84k		1.6k	52.64	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$84k		653.00	127.81	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.0	$82k	-59%	1.7k	47.97	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$82k	-22%	1.7k	48.25	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$80k		2.6k	31.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$80k	-96%	2.5k	31.72	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$76k	-92%	207.00	365.70	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$73k	-64%	1.1k	69.08	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$72k	-95%	1.2k	60.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$72k	-73%	2.5k	28.96	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$68k	-55%	167.00	409.50	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$65k	-32%	11k	5.81	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$64k	-27%	825.00	77.91	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$64k	+208%	694.00	91.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$62k	+179%	1.4k	43.23	View chart
Spdr Series Trust St Intl Bbg Etf (BWX)	0.0	$54k	-99%	2.5k	21.68	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$52k	-23%	1.0k	50.63	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.0	$51k	-99%	536.00	94.85	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.0	$48k		1.0k	47.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$47k	-96%	448.00	103.88	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.0	$45k	-99%	397.00	112.09	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.0	$44k	-99%	2.0k	22.34	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$43k		781.00	55.33	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$42k		355.00	117.45	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.0	$42k	-10%	723.00	57.63	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$41k	-43%	1.2k	34.27	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$40k	-96%	343.00	117.50	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.0	$38k	+2%	478.00	80.16	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$38k	-99%	345.00	109.11	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$38k	-29%	911.00	41.11	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$37k	-69%	360.00	102.25	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.0	$36k	-99%	300.00	119.13	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$35k	-79%	442.00	79.97	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$35k		306.00	114.61	View chart
Global X Fds Global X Uranium (URA)	0.0	$33k	-65%	762.00	43.70	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$32k		744.00	42.41	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$28k	-44%	534.00	53.11	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.0	$26k		478.00	54.31	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$26k	-94%	268.00	96.44	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$26k		349.00	73.66	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$26k		225.00	113.82	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.0	$25k		247.00	100.97	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.0	$24k		555.00	43.61	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$23k	-50%	165.00	141.66	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$23k	-96%	164.00	142.39	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.0	$22k	+21%	132.00	165.05	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$22k	+4%	313.00	69.45	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$21k	-99%	103.00	200.04	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.0	$21k		300.00	68.68	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.0	$17k		390.00	43.30	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$15k	-74%	185.00	82.34	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.0	$15k	-4%	372.00	40.16	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$13k	-99%	175.00	75.43	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$13k	-99%	236.00	54.69	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$13k	-93%	32.00	393.97	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$12k		177.00	68.93	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$12k	-58%	263.00	45.33	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$12k		254.00	46.81	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.0	$12k	+6%	333.00	35.11	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.0	$12k	-25%	386.00	30.01	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.0	$12k	-93%	261.00	44.03	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$11k	-94%	71.00	156.30	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.0	$11k		263.00	42.19	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	0.0	$10k	-99%	226.00	45.96	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$10k	+3%	119.00	84.60	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$9.8k	-99%	55.00	178.60	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.0	$9.3k	+3%	335.00	27.74	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$9.2k	-61%	197.00	46.92	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$9.1k	-80%	158.00	57.67	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$9.0k		183.00	49.39	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$8.9k	-63%	36.00	246.22	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$8.0k		150.00	53.26	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$7.5k		44.00	170.14	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$7.2k	-94%	50.00	144.48	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$6.8k	-2%	34.00	199.82	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$6.3k	-78%	54.00	117.28	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$6.3k		107.00	58.98	View chart
Blackrock Etf Trust Isha Worl Ex Etf (LCTD)	0.0	$5.8k	+8%	100.00	57.66	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$5.6k	-91%	273.00	20.37	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.0	$5.2k		93.00	55.65	View chart
Ishares Msci Gbl Etf New (PICK)	0.0	$4.9k	-11%	84.00	58.15	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$4.9k	-97%	22.00	221.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$4.5k	-58%	70.00	64.50	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.0	$4.4k	-99%	108.00	41.10	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.0	$4.4k	-81%	89.00	49.80	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$4.1k	-99%	40.00	102.80	View chart
Blackrock Etf Trust Isha Flex Eq Etf	0.0	$3.9k	NEW	152.00	25.62	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.0	$3.4k	-99%	141.00	24.08	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$3.3k		37.00	90.49	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.0	$3.3k	NEW	51.00	64.53	View chart
Spdr Index Shs Fds St Str Infra Etf (GII)	0.0	$3.3k	+10%	43.00	76.14	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$3.0k	+131%	148.00	20.49	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$3.0k	NEW	33.00	90.09	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$2.9k	-40%	74.00	39.01	View chart
Pacer Fds Tr Industrial Relet (INDS)	0.0	$2.7k	+42%	67.00	40.22	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$2.4k	-99%	65.00	36.88	View chart
Amplify Etf Tr Altrntv Harv Etf (MJ)	0.0	$2.2k	-44%	87.00	25.75	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$2.1k		42.00	49.40	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$2.0k	-15%	11.00	185.27	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$2.0k	-29%	19.00	107.11	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$1.9k	-28%	25.00	75.16	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$1.6k	-98%	10.00	158.30	View chart
Spdr Series Trust St Str Sp Retail (XRT)	0.0	$1.4k	NEW	16.00	87.75	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$1.4k	NEW	23.00	59.04	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.0	$1.3k	NEW	53.00	25.04	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.0	$1.3k	-98%	55.00	22.93	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$909.000000		3.00	303.00	View chart
Ishares Tr Msci China Etf (MCHI)	0.0	$867.000000	NEW	17.00	51.00	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$851.000100	+50%	3.00	283.67	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$762.000000	+400%	15.00	50.80	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.0	$42.000000		1.00	42.00	View chart
Advisorshares Tr Pure Us Cann Etf (MSOS)	0.0	$36.000300	-36%	7.00	5.14	View chart
Advisorshares Tr Pure Cannabis (YOLO)	0.0	$26.000100		9.00	2.89	View chart

Past Filings by WealthShield Partners

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

WealthShield Partners 2026 Q2 filed Aug. 12, 2026
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

View all past filings

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