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 2021 quarterly 13F filing

WealthShield Partners has 1176 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Esg Awr Msci Usa (ESGU) 3.8 $21M +13% 235k 90.87
Ishares Tr Core S&p500 Etf (IVV) 3.6 $20M -3% 50k 397.82
Pacer Fds Tr Trendpilot Us Bd (PTBD) 3.4 $19M +66% 695k 27.27
Ishares Tr Us Treas Bd Etf (GOVT) 2.2 $13M -8% 477k 26.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $12M -22% 34k 364.29
Kraneshares Tr Kya Dynmc Inc (KDFI) 2.1 $12M +18% 541k 21.51
Ishares Tr Core Div Grwth (DGRO) 2.1 $12M 240k 48.27
Ishares Tr Eafe Value Etf (EFV) 1.9 $11M NEW 211k 50.97
Ishares Tr Msci Usa Mmentm (MTUM) 1.9 $11M +74% 67k 160.87
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 1.7 $9.7M +25% 305k 31.93
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.7 $9.5M +14% 173k 54.68
Ishares Tr Core Total Usd (IUSB) 1.7 $9.4M +2804% 178k 52.75
Ishares Tr Eafe Grwth Etf (EFG) 1.7 $9.2M +9% 92k 100.46
Ishares Esg Awr Msci Em (ESGE) 1.6 $8.9M -4% 205k 43.31

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Ishares Tr Core S&p Scp Etf (IJR) 1.6 $8.7M +60% 80k 108.53
Vanguard World Mega Grwth Ind (MGK) 1.4 $8.1M 39k 207.07
Ishares Tr Msci Usa Value (VLUE) 1.4 $7.7M +18% 75k 102.46
Spdr Ser Tr S&p Regl Bkg (KRE) 1.4 $7.5M NEW 113k 66.34
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 1.3 $7.0M +4% 29k 243.55
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $6.9M +12% 75k 91.59
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.2 $6.6M 46k 141.66
Vanguard World Mega Cap Val Etf (MGV) 1.1 $6.4M -3% 67k 95.20
Apple (AAPL) 1.1 $6.1M -35% 50k 122.16
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.1 $5.8M +14% 33k 178.27
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $5.7M -27% 39k 147.08
Etf Ser Solutions Vident Core Us (VBND) 1.0 $5.6M NEW 112k 50.36
Pacer Fds Tr Wealthshield (PWS) 1.0 $5.6M -8% 181k 31.16
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.0 $5.4M +30% 94k 58.15
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.0 $5.4M -61% 42k 130.05
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.0 $5.3M NEW 40k 132.93
Vanguard Index Fds Small Cp Etf (VB) 0.9 $5.1M -2% 24k 214.09
Ishares Tr Core S&p Us Gwt (IUSG) 0.9 $4.8M +12% 53k 90.79
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $4.7M +2% 28k 168.07
Ishares Tr Global Tech Etf (IXN) 0.8 $4.7M +18% 15k 307.69
Proshares Tr S&p 500 Dv Arist (NOBL) 0.8 $4.6M +8% 53k 86.26
Ishares Tr National Mun Etf (MUB) 0.8 $4.6M -30% 39k 116.05
Vanguard World Fds Inf Tech Etf (VGT) 0.8 $4.5M -5% 13k 358.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $4.5M -7% 27k 165.62
Tesla Motors (TSLA) 0.8 $4.5M -53% 6.7k 667.97
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $4.2M +983% 58k 72.92
Ishares Tr Mbs Etf (MBB) 0.8 $4.2M -24% 39k 108.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $4.0M -4% 16k 255.47
Microsoft Corporation (MSFT) 0.7 $4.0M -19% 17k 235.77
Ishares Tr Core Msci Eafe (IEFA) 0.7 $3.8M -49% 53k 72.05
Ishares Tr Faln Angls Usd (FALN) 0.7 $3.8M NEW 131k 29.24
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $3.7M -41% 66k 55.89
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $3.6M -2% 123k 29.65
Amazon (AMZN) 0.7 $3.6M -16% 1.2k 3094.47
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $3.6M +10% 66k 53.95
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.6 $3.4M +208% 59k 57.12
Royal Dutch Shell Spon Adr B (RDS.B) 0.6 $3.4M NEW 1.2k 2734.53
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $3.1M +17% 64k 49.12
Ishares Tr Asia 50 Etf (AIA) 0.5 $3.0M NEW 33k 92.19
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $3.0M -5% 35k 86.25
Spdr Ser Tr S&p Biotech (XBI) 0.5 $3.0M -54% 22k 135.67
Royal Dutch Shell Spons Adr A (RDS.A) 0.5 $2.9M NEW 1.1k 2734.88
Ishares Tr U.s. Med Dvc Etf (IHI) 0.5 $2.9M -18% 8.7k 330.35
Vanguard Index Fds Growth Etf (VUG) 0.5 $2.8M +37% 11k 257.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $2.7M +9% 44k 62.70
Ishares Tr Rus 1000 Etf (IWB) 0.5 $2.7M NEW 12k 223.81
Select Sector Spdr Tr Technology (XLK) 0.5 $2.7M +2% 20k 132.79
Ishares Tr U.s. Energy Etf (IYE) 0.5 $2.5M NEW 95k 26.23
Vanguard Index Fds Value Etf (VTV) 0.4 $2.5M +8% 19k 131.45
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.3M -80% 20k 113.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.2M -14% 43k 52.04
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.4 $2.1M -6% 60k 34.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.1M +34% 5.2k 396.40
Ishares Core Msci Emkt (IEMG) 0.4 $2.1M -64% 32k 64.36
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $2.0M -25% 7.6k 260.26
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.0M +10% 962.00 2062.37
Valmont Industries (VMI) 0.4 $1.9M -9% 8.2k 237.68
Duke Energy Corp Com New (DUK) 0.3 $1.9M 19k 96.53
Truist Financial Corp equities (TFC) 0.3 $1.8M -18% 31k 58.32
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $1.8M -45% 35k 51.28
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.7M +70% 8.4k 206.75
Ishares Tr Gl Timb Fore Etf (WOOD) 0.3 $1.7M NEW 20k 85.25
Tivity Health (TVTY) 0.3 $1.7M 76k 22.32
JPMorgan Chase & Co. (JPM) 0.3 $1.6M -44% 11k 152.18
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.5M 11k 134.88
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $1.5M +21% 8.0k 185.20
West Fraser Timb (WFG) 0.3 $1.5M NEW 5.2k 281.74
Home Depot (HD) 0.3 $1.4M +28% 4.6k 305.15
Global X Fds Global X Copper (COPX) 0.3 $1.4M NEW 39k 35.56
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $1.3M NEW 58k 22.81
Union Pacific Corporation (UNP) 0.2 $1.3M -24% 5.8k 220.44
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.2M 5.8k 214.60
CSX Corporation (CSX) 0.2 $1.1M -30% 12k 96.44
Osi Etf Tr Oshares Us Qualt (OUSA) 0.2 $1.1M -28% 28k 39.88
Vaneck Vectors Etf Tr Rare Earth Strat (REMX) 0.2 $1.1M NEW 15k 75.01
Floor & Decor Hldgs Cl A (FND) 0.2 $1.1M 12k 95.44
Visa Com Cl A (V) 0.2 $1.1M -20% 5.3k 211.66
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.1M +16% 17k 65.09
UnitedHealth (UNH) 0.2 $1.1M +7% 2.9k 372.16
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.1M +15% 14k 75.88
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.1M -39% 20k 54.62
Cisco Systems (CSCO) 0.2 $1.1M +9% 21k 51.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.1M -41% 8.7k 121.79
Walt Disney Company (DIS) 0.2 $1.0M -17% 5.6k 184.57
Workday Cl A (WDAY) 0.2 $980k +3% 3.9k 248.42
salesforce (CRM) 0.2 $971k +16% 4.6k 211.87
Invesco Db Multi-sector Comm Oil Fd (DBO) 0.2 $966k NEW 92k 10.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $963k 4.0k 243.06
Wal-Mart Stores (WMT) 0.2 $947k +6% 7.0k 135.79
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.2 $897k NEW 6.5k 138.75
Invesco Db Multi-sector Comm Energy Fd (DBE) 0.2 $881k NEW 68k 13.05
Trane Technologies SHS (TT) 0.2 $877k +21% 5.3k 165.53
Broadcom (AVGO) 0.2 $874k +3% 1.9k 463.41
Philip Morris International (PM) 0.2 $871k -9% 9.8k 88.77
Verizon Communications (VZ) 0.2 $861k -3% 15k 58.13
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $845k -20% 12k 73.02
Exxon Mobil Corporation (XOM) 0.2 $839k -6% 15k 55.85
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.1 $830k NEW 14k 59.36
Johnson & Johnson (JNJ) 0.1 $815k -58% 5.0k 164.35
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 0.1 $788k -74% 29k 27.20
Kraneshares Tr Lrg Cap Qty Divd (KLCD) 0.1 $782k -3% 25k 30.73
Procter & Gamble Company (PG) 0.1 $782k -65% 5.8k 135.46
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $767k 11k 68.86
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.1 $745k +222% 37k 20.06
Nxp Semiconductors N V (NXPI) 0.1 $721k +21% 3.6k 201.28
Boeing Company (BA) 0.1 $705k -41% 2.8k 254.70
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $698k +4% 11k 64.02
Alphabet Cap Stk Cl C (GOOG) 0.1 $691k -40% 334.00 2068.86
McDonald's Corporation (MCD) 0.1 $680k -15% 3.0k 224.13
TJX Companies (TJX) 0.1 $680k +25% 10k 66.19
Keysight Technologies (KEYS) 0.1 $663k +17% 4.6k 143.32
Iqvia Holdings (IQV) 0.1 $657k +29% 3.4k 193.18
Medtronic SHS (MDT) 0.1 $643k -6% 5.4k 118.09
Chevron Corporation (CVX) 0.1 $640k -28% 6.1k 104.85
Merck & Co (MRK) 0.1 $639k +23% 8.3k 77.11
United Bankshares (UBSI) 0.1 $636k -7% 17k 38.59
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.1 $634k +6% 37k 17.22
Bank of America Corporation (BAC) 0.1 $629k -53% 16k 38.69
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $628k -18% 5.8k 107.87
Caterpillar (CAT) 0.1 $623k -16% 2.7k 231.94
Altria (MO) 0.1 $605k -10% 12k 51.18
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $605k +7% 6.2k 97.25
NVIDIA Corporation (NVDA) 0.1 $604k -8% 1.1k 533.57
Allstate Corporation (ALL) 0.1 $585k +24% 5.1k 114.93
International Business Machines (IBM) 0.1 $584k 4.4k 133.00
Pioneer Natural Resources (PXD) 0.1 $572k +68% 3.6k 158.89
Chubb (CB) 0.1 $571k +88% 3.6k 158.08
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $568k -21% 5.9k 96.08
Equinix (EQIX) 0.1 $568k +50% 836.00 679.43
Intercontinental Exchange (ICE) 0.1 $565k +26% 5.1k 111.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $557k -47% 6.4k 87.24
Air Products & Chemicals (APD) 0.1 $555k 2.0k 281.58
Facebook Cl A (FB) 0.1 $553k -33% 1.9k 294.62
First Tr Value Line Divid In SHS (FVD) 0.1 $544k +2% 14k 37.99
Ihs Markit SHS (INFO) 0.1 $540k +27% 5.6k 96.83
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $532k NEW 16k 34.03
Lauder Estee Cos Cl A (EL) 0.1 $527k -16% 1.8k 291.00
Eaton Corp SHS (ETN) 0.1 $526k +25% 3.8k 138.28
Motorola Solutions Com New (MSI) 0.1 $525k +34% 2.8k 188.17
CVS Caremark Corporation (CVS) 0.1 $521k +13% 6.9k 75.18
Ishares Tr Tips Bd Etf (TIP) 0.1 $515k -67% 4.1k 125.40
Coca-Cola Company (KO) 0.1 $514k -67% 9.8k 52.67
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $506k 6.2k 81.73
Qualcomm (QCOM) 0.1 $503k -8% 3.8k 132.54
Micron Technology (MU) 0.1 $498k -39% 5.6k 88.27
Cme (CME) 0.1 $493k +16% 2.4k 204.06
Abbvie (ABBV) 0.1 $493k -29% 4.6k 108.19
Becton, Dickinson and (BDX) 0.1 $490k +27% 2.0k 242.94
Kraneshares Tr Sml Cap Qty Divd (KSCD) 0.1 $486k -27% 17k 28.75
Nike CL B (NKE) 0.1 $462k -5% 3.5k 132.87
Synchrony Financial (SYF) 0.1 $452k +13% 11k 40.68
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $446k 7.1k 63.06
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $436k +7% 8.5k 51.08
Intel Corporation (INTC) 0.1 $436k -36% 6.8k 63.95
Zimmer Holdings (ZBH) 0.1 $434k -13% 2.7k 160.21
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $429k -35% 8.7k 49.56
S&p Global (SPGI) 0.1 $420k -22% 1.2k 353.24
Park Hotels & Resorts Inc-wi (PK) 0.1 $406k NEW 3.0k 134.48
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $404k -63% 3.4k 117.96
Norfolk Southern (NSC) 0.1 $401k 1.5k 268.41
Oracle Corporation (ORCL) 0.1 $398k -57% 5.7k 70.08
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $396k -3% 7.5k 52.79
Lowe's Companies (LOW) 0.1 $390k -7% 2.0k 190.34
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.1 $384k NEW 5.6k 68.04
Signature Bank (SBNY) 0.1 $382k NEW 1.7k 225.37
Evoqua Water Technologies Corp (AQUA) 0.1 $378k NEW 14k 26.29
SYSCO Corporation (SYY) 0.1 $365k -22% 4.6k 78.78
I3 Verticals Com Cl A (IIIV) 0.1 $363k +66% 12k 31.15
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $360k -6% 4.3k 83.41
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.1 $359k +67% 17k 21.63
Amgen (AMGN) 0.1 $353k 1.4k 248.59
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.1 $349k +70% 16k 21.78
United Parcel Service CL B (UPS) 0.1 $349k -12% 2.1k 170.08
Ping Identity Hldg Corp (PING) 0.1 $345k NEW 16k 21.93
Emerson Electric (EMR) 0.1 $342k -22% 3.8k 90.17
Pure Storage Cl A (PSTG) 0.1 $338k NEW 16k 21.53
Abbott Laboratories (ABT) 0.1 $338k -11% 2.8k 119.82
Echostar Corp Cl A (SATS) 0.1 $333k +21% 14k 23.97
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.1 $331k -6% 32k 10.31
T. Rowe Price (TROW) 0.1 $327k +41% 1.9k 171.56
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $326k NEW 3.3k 98.46
Diamondback Energy (FANG) 0.1 $323k NEW 4.4k 73.03
Redwood Trust (RWT) 0.1 $323k +31% 31k 10.40
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $321k -7% 15k 20.97
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $321k -72% 3.2k 101.13
Nucor Corporation (NUE) 0.1 $318k NEW 4.0k 80.20
Ringcentral Cl A (RNG) 0.1 $315k NEW 1.1k 298.30
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $307k NEW 1.7k 177.15
Pfizer (PFE) 0.1 $307k -13% 8.5k 36.19
Pepsi (PEP) 0.1 $306k -79% 2.2k 141.54
Rbc Cad (RY) 0.1 $306k 3.3k 92.22
At&t (T) 0.1 $302k -46% 10k 30.25
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $301k 911.00 330.41
Spdr Gold Tr Gold Shs (GLD) 0.1 $300k -73% 1.9k 159.83
Invesco Exch Traded Fd Tr Ii Purbta Ftse Dv (PBDM) 0.1 $298k NEW 11k 28.17
Chemocentryx (CCXI) 0.1 $291k +60% 5.7k 51.27
Osi Etf Tr Oshares Us Smlcp (OUSM) 0.1 $286k -27% 8.4k 34.13
Advisorshares Tr Advisorshs Etf (AADR) 0.1 $286k -3% 4.6k 62.28
Best Buy (BBY) 0.0 $277k -3% 2.4k 114.70
Ishares Silver Tr Ishares (SLV) 0.0 $273k +11% 12k 22.72
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $272k -81% 2.0k 135.53
Pentair SHS (PNR) 0.0 $272k NEW 4.4k 62.21
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $270k -30% 1.2k 221.67
Dover Corporation (DOV) 0.0 $269k NEW 2.0k 137.04
Nextera Energy (NEE) 0.0 $268k -34% 3.6k 75.49
Ishares Tr Russell 2000 Etf (IWM) 0.0 $268k NEW 1.2k 221.30
ConocoPhillips (COP) 0.0 $268k 5.1k 52.96
Uniti Group Inc Com reit (UNIT) 0.0 $267k +36% 24k 11.05
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $265k -51% 6.9k 38.41
AFLAC Incorporated (AFL) 0.0 $255k -46% 5.0k 51.20
Archer Daniels Midland Company (ADM) 0.0 $253k NEW 4.4k 56.97
Adobe Systems Incorporated (ADBE) 0.0 $252k -41% 531.00 474.58
Albemarle Corporation (ALB) 0.0 $251k NEW 1.7k 146.10
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $249k -3% 4.4k 56.28
Paypal Holdings (PYPL) 0.0 $249k -26% 1.0k 242.93
Dominion Resources (D) 0.0 $248k -2% 3.3k 75.82
PPG Industries (PPG) 0.0 $247k NEW 1.6k 150.43
Automatic Data Processing (ADP) 0.0 $245k NEW 1.3k 188.75
Ishares U S Etf Tr Blackrock Short (MEAR) 0.0 $245k -45% 4.9k 50.15
Cintas Corporation (CTAS) 0.0 $244k -31% 714.00 341.74
Ishares Msci Emerg Mrkt (EEMV) 0.0 $243k -13% 3.9k 63.12
Mastercard Incorporated Cl A (MA) 0.0 $243k -65% 683.00 355.78
Generac Holdings (GNRC) 0.0 $233k NEW 711.00 327.71
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.0 $232k -58% 6.3k 36.80
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $222k NEW 10k 22.14
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $222k NEW 10k 22.19
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $221k NEW 10k 21.34
General Dynamics Corporation (GD) 0.0 $221k NEW 1.2k 181.30
People's United Financial (PBCT) 0.0 $221k NEW 12k 17.91
M.D.C. Holdings (MDC) 0.0 $220k -20% 3.7k 59.08
Franklin Resources (BEN) 0.0 $219k NEW 7.4k 29.59
Tg Therapeutics (TGTX) 0.0 $217k 4.5k 48.22
Amphenol Corp Cl A (APH) 0.0 $216k +98% 3.3k 65.85
Ishares Msci Jpn Etf New (EWJ) 0.0 $216k 3.2k 68.48
A. O. Smith Corporation (AOS) 0.0 $213k NEW 3.1k 67.70
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.0 $209k -2% 4.1k 50.84

Past Filings by WealthShield Partners

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