Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Emerald Investment Partners

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

Top 5 stock holdings are IVV, SCHF, AAPL, IVW, SCHG, and represent 12.66% of WealthShield Partners's stock portfolio.
Added to shares of these 10 stocks: SPY (+$6.5M), NVDA (+$5.9M), UBER, WMT, IVE, TT, IVV, BRK.B, MSFT, NOBL.
Started 63 new stock positions in PDP, MA, ACIO, IGM, BJUL, SO, IAGG, XLP, CB, TGTX.
Reduced shares in these 10 stocks: EFG, AMD, STE, XLK, LMT, LHX, TXN, EMXC, IFRA, COST.
Sold out of its positions in BOE, CAVA, COTY, FBND, GGZ, UJUL, XMMO, IXG, IEV, ICLN. ITA, IGEB, IVLU, MINT, QLD, DDM, RY, SJNK, TXN, SMH, IGA, STE.
WealthShield Partners was a net buyer of stock by $92M.
WealthShield Partners has $779M in assets under management (AUM), dropping by 10.47%.
Central Index Key (CIK): 0001729303

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 csv

Download as Excel

Portfolio Holdings for WealthShield Partners

WealthShield Partners holds 530 positions in its portfolio as reported in the March 2025 quarterly 13F filing

WealthShield Partners has 530 total positions. Only the first 250 positions are shown.

Sign up to view all of the WealthShield Partners March 31, 2025 positions
Download the WealthShield Partners March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.7	$36M	+9%	65k	561.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.2	$17M		866k	19.78	View chart
Apple (AAPL)	2.0	$16M	+19%	71k	222.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.9	$15M	+3%	160k	92.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.9	$15M		581k	25.04	View chart
Ishares Tr Core Total Usd (IUSB)	1.9	$15M		314k	46.08	View chart
NVIDIA Corporation (NVDA)	1.8	$14M	+73%	129k	108.38	View chart
Vanguard World Mega Grwth Ind (MGK)	1.8	$14M	+14%	45k	308.87	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$12M	+2%	71k	172.74	View chart
Ishares Tr Core Div Grwth (DGRO)	1.5	$12M	+13%	191k	61.78	View chart
Microsoft Corporation (MSFT)	1.5	$12M	+30%	31k	375.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.5	$12M	+18%	68k	170.89	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$11M		224k	48.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$11M	+11%	55k	193.99	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$11M	+45%	55k	190.58	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$11M	+17%	194k	53.97	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	1.3	$9.9M	+2%	387k	25.55	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.2	$9.4M		354k	26.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$9.3M	+228%	17k	559.77	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.1	$8.9M	+7%	69k	128.78	View chart
Amazon (AMZN)	1.1	$8.7M	+17%	46k	190.26	View chart
Wal-Mart Stores (WMT)	1.1	$8.7M	+87%	99k	87.90	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$8.5M	-6%	144k	58.94	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.1	$8.3M		90k	92.47	View chart
JPMorgan Chase & Co. (JPM)	1.0	$7.9M	+9%	32k	245.30	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$7.4M	+3%	71k	105.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$7.3M	+14%	47k	154.64	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.9	$7.1M		92k	77.05	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.9	$7.0M		302k	23.16	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.9	$6.8M	+3%	283k	24.06	View chart
Trane Technologies SHS (TT)	0.8	$6.5M	+94%	19k	337.33	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$6.3M	+7%	17k	370.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$6.1M	-3%	35k	173.23	View chart
Meta Platforms Cl A (META)	0.8	$6.0M	+11%	10k	576.36	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$5.9M	+2%	17k	352.58	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$5.9M	-37%	59k	100.00	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$5.7M	+85%	56k	102.33	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.7	$5.6M		71k	79.46	View chart
Netflix (NFLX)	0.7	$5.3M	+15%	5.6k	932.53	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.7	$5.3M		67k	78.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$5.2M	+116%	9.8k	532.58	View chart
Home Depot (HD)	0.7	$5.1M	+6%	14k	366.49	View chart
Visa Com Cl A (V)	0.6	$5.1M	+9%	14k	350.47	View chart
Motorola Solutions Com New (MSI)	0.6	$4.9M	+109%	11k	438.31	View chart
UnitedHealth (UNH)	0.6	$4.7M	+14%	8.9k	523.74	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$4.6M	-23%	22k	206.48	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.6	$4.5M		54k	83.00	View chart
Intercontinental Exchange (ICE)	0.6	$4.4M	+6%	26k	172.50	View chart
Palo Alto Networks (PANW)	0.6	$4.3M	+11%	25k	170.64	View chart
Uber Technologies (UBER)	0.6	$4.3M	NEW	59k	72.86	View chart
Johnson Ctls Intl SHS (JCI)	0.6	$4.3M	+92%	54k	80.28	View chart
Cme (CME)	0.5	$4.2M	+4%	16k	265.29	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$3.9M	-21%	70k	55.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$3.9M	+3%	53k	73.45	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$3.8M	+2%	27k	140.44	View chart
Nxp Semiconductors N V (NXPI)	0.5	$3.8M	+97%	20k	190.53	View chart
TJX Companies (TJX)	0.5	$3.7M	+14%	31k	121.80	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$3.7M	+29%	29k	127.08	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$3.7M	-6%	40k	93.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$3.5M	+3%	9.8k	361.10	View chart
Verizon Communications (VZ)	0.4	$3.5M	+2%	77k	45.36	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$3.4M	+126%	33k	103.75	View chart
Citigroup Com New (C)	0.4	$3.3M	+14%	47k	70.99	View chart
Costco Wholesale Corporation (COST)	0.4	$3.3M	-15%	3.5k	945.87	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$3.3M	+11%	16k	202.13	View chart
Merck & Co (MRK)	0.4	$3.3M	+81%	37k	90.18	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$3.3M		29k	110.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$3.1M	+6%	20k	160.48	View chart
Broadcom (AVGO)	0.4	$3.1M	+14%	19k	167.43	View chart
Duke Energy Corp Com New (DUK)	0.4	$3.1M	+29%	25k	121.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$3.1M	+3%	17k	186.27	View chart
Chipotle Mexican Grill (CMG)	0.4	$3.0M	+22%	61k	50.21	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$3.0M		110k	27.57	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$3.0M	-13%	33k	91.03	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$2.9M	+373%	11k	270.83	View chart
Fidelity National Information Services (FIS)	0.4	$2.9M	+39%	39k	74.68	View chart
American Tower Reit (AMT)	0.4	$2.8M	+23%	13k	217.60	View chart
salesforce (CRM)	0.4	$2.8M	+21%	10k	268.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$2.8M	+4%	11k	244.62	View chart
L3harris Technologies (LHX)	0.4	$2.8M	-29%	13k	209.30	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$2.8M		35k	80.37	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$2.8M		106k	26.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.8M	+3%	28k	98.92	View chart
Caretrust Reit (CTRE)	0.4	$2.7M	+93%	95k	28.74	View chart
Eli Lilly & Co. (LLY)	0.3	$2.7M	+10%	3.3k	825.97	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$2.6M		32k	81.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$2.6M		119k	22.08	View chart
Fiserv (FI)	0.3	$2.6M	+3%	12k	220.83	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$2.6M		37k	69.74	View chart
S&p Global (SPGI)	0.3	$2.5M	+8%	5.0k	508.11	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$2.5M	+2%	107k	23.43	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$2.5M	+5%	48k	52.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.5M	+19%	24k	104.57	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$2.5M	-4%	36k	68.89	View chart
Eaton Corp SHS (ETN)	0.3	$2.4M		9.0k	271.84	View chart
Digital Realty Trust (DLR)	0.3	$2.3M	+5%	16k	143.29	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.3	$2.3M	-7%	51k	45.06	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$2.2M		44k	50.33	View chart
Public Service Enterprise (PEG)	0.3	$2.2M	+9%	27k	82.30	View chart
Nextera Energy (NEE)	0.3	$2.2M	+9%	31k	70.89	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$2.1M	+13%	41k	49.81	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.3	$2.1M		27k	75.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.0M	+50%	7.1k	288.14	View chart
Analog Devices (ADI)	0.3	$2.0M	+24%	10k	201.67	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$2.0M		9.1k	222.15	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.3	$2.0M	+5%	56k	35.70	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.0M	NEW	3.6k	548.12	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$1.9M		37k	51.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.9M	-24%	3.7k	513.87	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$1.9M	+4%	29k	65.76	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.2	$1.9M	+3%	49k	38.36	View chart
McDonald's Corporation (MCD)	0.2	$1.9M	+32%	6.0k	312.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.9M	+286%	4.0k	469.13	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$1.8M	+2%	36k	51.07	View chart
Hewlett Packard Enterprise (HPE)	0.2	$1.8M	+119%	117k	15.49	View chart
Procter & Gamble Company (PG)	0.2	$1.8M	+7%	11k	170.43	View chart
Realty Income (O)	0.2	$1.7M	+19%	30k	58.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.7M	+7%	60k	27.96	View chart
Cadence Design Systems (CDNS)	0.2	$1.7M	+23%	6.6k	254.33	View chart
Synopsys (SNPS)	0.2	$1.7M	+20%	3.9k	428.85	View chart
Union Pacific Corporation (UNP)	0.2	$1.6M	+14%	6.8k	236.24	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.6M	+109%	27k	58.96	View chart
Pepsi (PEP)	0.2	$1.6M	+8%	10k	149.93	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$1.5M	+624%	42k	36.29	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.5M	+25%	32k	46.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.5M	+69%	9.5k	156.24	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.5M	+2%	18k	82.73	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$1.4M	-3%	36k	40.49	View chart
Coca-Cola Company (KO)	0.2	$1.4M	+16%	20k	71.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.4M	+50%	7.1k	199.49	View chart
Ishares Tr Ultra Short-term (ICSH)	0.2	$1.4M		28k	50.70	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.4M	-49%	3.1k	446.74	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$1.4M	+3%	24k	56.47	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$1.4M	+874%	20k	70.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.4M	+31%	27k	49.62	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$1.3M		35k	38.34	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$1.3M	+6%	27k	49.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$1.3M	+51%	56k	22.98	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.3M	+39%	28k	45.26	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.3M		36k	34.95	View chart
Cummins (CMI)	0.2	$1.3M	NEW	4.0k	313.45	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.2M	+3%	18k	69.81	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.2M	+24%	10k	118.94	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.2M	+26%	13k	90.59	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$1.2M	-4%	11k	108.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.2M	+45%	20k	58.35	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$1.2M	-17%	34k	34.62	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.2M		9.7k	119.73	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.1	$1.2M	+2%	18k	65.11	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.1M	+7%	32k	36.14	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.1M	+2%	14k	78.85	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.1M		13k	83.28	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$1.1M		58k	18.85	View chart
Truist Financial Corp equities (TFC)	0.1	$1.1M	+2%	26k	41.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.1M	-5%	5.6k	188.16	View chart
Abbvie (ABBV)	0.1	$1.0M	+8%	5.0k	209.53	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$1.0M	+2%	30k	34.21	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.0M	+10%	7.1k	145.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.0M	+19%	20k	50.83	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$1.0M	-4%	13k	78.28	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$996k	+82%	30k	33.24	View chart
Johnson & Johnson (JNJ)	0.1	$992k	+9%	6.0k	165.83	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$979k	NEW	11k	90.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$979k	+5%	12k	81.73	View chart
At&t (T)	0.1	$973k	+4%	34k	28.28	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$970k		54k	18.06	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$963k		9.8k	98.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$944k	+34%	4.3k	221.76	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$933k	+5%	29k	31.96	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$931k	+5%	40k	23.06	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$930k		7.5k	124.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$926k	-17%	3.4k	274.85	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$917k	NEW	24k	38.69	View chart
Tesla Motors (TSLA)	0.1	$895k	+56%	3.5k	259.16	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.1	$894k		12k	72.12	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$889k	-5%	15k	60.66	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$852k	-40%	7.0k	121.90	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$841k		7.3k	114.87	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$823k	+4%	19k	42.92	View chart
Nfj Dividend Interest (NFJ)	0.1	$814k	-9%	67k	12.13	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$796k		4.7k	170.12	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$791k	+100%	6.5k	121.12	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$784k	+4%	41k	19.07	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$776k		8.0k	97.48	View chart
Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI)	0.1	$771k	+2%	42k	18.39	View chart
Wells Fargo & Company (WFC)	0.1	$763k	+41%	11k	71.79	View chart
Chevron Corporation (CVX)	0.1	$762k	+2%	4.6k	167.30	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$760k		3.0k	251.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$752k	-34%	7.1k	105.59	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$742k	-3%	18k	40.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$730k	-13%	6.0k	122.01	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$715k	+5%	33k	21.51	View chart
Qualcomm (QCOM)	0.1	$711k	NEW	4.6k	153.62	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$689k		19k	36.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$688k		7.6k	90.50	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$687k		20k	34.30	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$677k	+5%	8.1k	83.61	View chart
Bank of America Corporation (BAC)	0.1	$666k	+120%	16k	41.73	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.1	$666k	+3%	359.00	1854.12	View chart
Bristol Myers Squibb (BMY)	0.1	$657k		11k	60.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$648k	+6%	8.6k	75.65	View chart
Pfizer (PFE)	0.1	$618k	+6%	24k	25.34	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$616k	+11%	57k	10.72	View chart
International Business Machines (IBM)	0.1	$613k	+7%	2.5k	248.70	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$612k		14k	44.73	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$595k	-5%	6.2k	95.36	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$593k		14k	43.70	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$576k	NEW	12k	49.53	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$573k	-2%	1.1k	534.71	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$570k	-11%	5.6k	102.41	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$568k	-3%	11k	50.63	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$564k	+8%	2.2k	253.86	View chart
IDEXX Laboratories (IDXX)	0.1	$537k		1.3k	419.95	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.1	$537k	+2%	20k	26.29	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$519k	+2%	3.2k	161.29	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$519k	-10%	4.5k	116.55	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$518k	-39%	12k	41.85	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$515k		17k	30.87	View chart
Philip Morris International (PM)	0.1	$505k	+14%	3.2k	159.57	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$503k		21k	24.24	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$501k	+43%	12k	42.45	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$482k		6.6k	72.49	View chart
Ishares Msci Equal Weite (EUSA)	0.1	$475k		5.1k	93.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$474k	+2%	1.8k	258.64	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$466k	+203%	1.8k	257.05	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$464k	+263%	12k	40.50	View chart
Yum! Brands (YUM)	0.1	$458k	+4%	2.9k	157.36	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.1	$449k	+96%	20k	22.57	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$448k	+2%	8.7k	51.78	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$445k	+3%	5.6k	78.94	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$441k	-2%	12k	37.86	View chart
United Parcel Service CL B (UPS)	0.1	$435k	+47%	4.0k	109.98	View chart
Pacer Fds Tr Wealthshield (PWS)	0.1	$429k		14k	30.82	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$425k	NEW	13k	31.69	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$413k	+5%	8.8k	47.09	View chart
Goldman Sachs (GS)	0.1	$409k	+24%	748.00	546.58	View chart
Ge Aerospace Com New (GE)	0.1	$409k	+15%	2.0k	200.49	View chart
Starbucks Corporation (SBUX)	0.1	$403k	+33%	4.1k	98.09	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$397k	-5%	6.7k	59.51	View chart
Palantir Technologies Cl A (PLTR)	0.1	$396k	+25%	4.7k	84.40	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$390k		2.3k	169.20	View chart
Caterpillar (CAT)	0.0	$386k	+33%	1.2k	329.80	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$372k	+36%	886.00	420.06	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$372k	+19%	6.2k	59.98	View chart
Quanta Services (PWR)	0.0	$371k		1.5k	254.18	View chart
Automatic Data Processing (ADP)	0.0	$368k	+39%	1.2k	306.57	View chart
Raytheon Technologies Corp (RTX)	0.0	$365k	+8%	2.8k	132.46	View chart
American Express Company (AXP)	0.0	$360k	+71%	1.3k	268.95	View chart
Abbott Laboratories (ABT)	0.0	$354k	+45%	2.7k	132.63	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$350k	+38%	11k	32.39	View chart

Past Filings by WealthShield Partners

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

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
WealthShield Partners 2022 Q1 filed May 9, 2022
WealthShield Partners 2021 Q4 filed Feb. 10, 2022
WealthShield Partners 2021 Q3 filed Nov. 12, 2021
WealthShield Partners 2021 Q2 filed Aug. 6, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z