WealthShield Partners, LLC Q1 2023 Filing
Filed May 8, 2023
Portfolio Value
$620.5B
Holdings
484
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (484 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 68,713 | $28.2B | 4.55% | |
| 2 | VTVVANGUARD INDEX FDS | 141,357 | $19.5B | 3.15% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 547,735 | $19.1B | 3.07% | |
| 4 | IUSBISHARES TR | 314,113 | $14.5B | 2.34% | |
| 5 | TLTWISHARES TR | 375,716 | $13.0B | 2.09% | |
| 6 | SCHGSCHWAB STRATEGIC TR | 181,358 | $11.8B | 1.90% | |
| 7 | VUGVANGUARD INDEX FDS | 46,266 | $11.5B | 1.86% | |
| 8 | DGROISHARES TR | 225,811 | $11.3B | 1.82% | |
| 9 | XSOEWISDOMTREE TR | 381,445 | $10.6B | 1.71% | |
| 10 | IEFISHARES TR | 101,597 | $10.1B | 1.62% | |
| 11 | AAPLAPPLE INC | 60,638 | $10.0B | 1.61% | |
| 12 | AQLTISHARES TR | 146,024 | $9.8B | 1.57% | |
| 13 | EFGISHARES TR | 98,447 | $9.2B | 1.49% | |
| 14 | QUALISHARES TR | 72,186 | $9.0B | 1.44% | |
| 15 | ESGUISHARES TR | 93,694 | $8.5B | 1.37% | |
| 16 | MUBISHARES TR | 74,970 | $8.1B | 1.30% | |
| 17 | VCLTVANGUARD SCOTTSDALE FDS | 100,044 | $8.0B | 1.29% | |
| 18 | SCHZSCHWAB STRATEGIC TR | 165,233 | $7.8B | 1.25% | |
| 19 | MGKVANGUARD WORLD FD | 37,816 | $7.7B | 1.25% | |
| 20 | VIGVANGUARD SPECIALIZED FUNDS | 49,390 | $7.6B | 1.23% | |
| 21 | MSFTMICROSOFT CORP | 25,127 | $7.2B | 1.17% | |
| 22 | IEMGISHARES INC | 146,219 | $7.1B | 1.15% | |
| 23 | SCHVSCHWAB STRATEGIC TR | 101,642 | $6.7B | 1.07% | |
| 24 | MGVVANGUARD WORLD FD | 61,996 | $6.3B | 1.01% | |
| 25 | VEAVANGUARD TAX-MANAGED FDS | 135,475 | $6.1B | 0.99% | |
| 26 | EFVISHARES TR | 120,722 | $5.9B | 0.94% | |
| 27 | MDYVSPDR SER TR | 78,467 | $5.2B | 0.84% | |
| 28 | NOBLPROSHARES TR | 54,320 | $5.0B | 0.80% | |
| 29 | IWFISHARES TR | 19,194 | $4.7B | 0.76% | |
| 30 | LQDWISHARES TR | 135,106 | $4.7B | 0.75% | |
| 31 | MDYGSPDR SER TR | 65,241 | $4.5B | 0.72% | |
| 32 | SLYVSPDR SER TR | 57,213 | $4.4B | 0.70% | |
| 33 | MBBISHARES TR | 42,038 | $4.0B | 0.64% | |
| 34 | AQLTISHARES TR | 166,590 | $3.9B | 0.63% | |
| 35 | JPMJPMORGAN CHASE & CO | 29,318 | $3.8B | 0.62% | |
| 36 | SGOVISHARES TR | 37,602 | $3.8B | 0.61% | |
| 37 | VBRVANGUARD INDEX FDS | 23,822 | $3.8B | 0.61% | |
| 38 | UNHUNITEDHEALTH GROUP INC | 7,919 | $3.7B | 0.60% | |
| 39 | HDHOME DEPOT INC | 12,478 | $3.7B | 0.59% | |
| 40 | GOOGLALPHABET INC | 34,649 | $3.6B | 0.58% | |
| 41 | AGGISHARES TR | 35,997 | $3.6B | 0.58% | |
| 42 | AMZNAMAZON COM INC | 34,629 | $3.6B | 0.58% | |
| 43 | IUSGISHARES TR | 39,885 | $3.5B | 0.57% | |
| 44 | IYWISHARES TR | 38,140 | $3.5B | 0.57% | |
| 45 | IWPISHARES TR | 38,875 | $3.5B | 0.57% | |
| 46 | IWSISHARES TR | 32,997 | $3.5B | 0.56% | |
| 47 | SLYGSPDR SER TR | 45,301 | $3.3B | 0.54% | |
| 48 | IWCISHARES TR | 31,561 | $3.3B | 0.53% | |
| 49 | XLKSELECT SECTOR SPDR TR | 21,215 | $3.2B | 0.52% | |
| 50 | RSPINVESCO EXCHANGE TRADED FD T | 21,736 | $3.1B | 0.51% | |
| 51 | IVWISHARES TR | 47,696 | $3.0B | 0.49% | |
| 52 | VOEVANGUARD INDEX FDS | 22,365 | $3.0B | 0.48% | |
| 53 | USMVISHARES TR | 41,113 | $3.0B | 0.48% | |
| 54 | AVDVAMERICAN CENTY ETF TR | 50,644 | $3.0B | 0.48% | |
| 55 | IDEVISHARES TR | 47,726 | $2.9B | 0.47% | |
| 56 | SPABSPDR SER TR | 111,245 | $2.9B | 0.46% | |
| 57 | VOTVANGUARD INDEX FDS | 14,604 | $2.8B | 0.46% | |
| 58 | PWSPACER FDS TR | 102,880 | $2.8B | 0.45% | |
| 59 | IJRISHARES TR | 28,306 | $2.7B | 0.44% | |
| 60 | JNJJOHNSON & JOHNSON | 17,334 | $2.7B | 0.43% | |
| 61 | VVISA INC | 11,712 | $2.6B | 0.43% | |
| 62 | TTTRANE TECHNOLOGIES PLC | 13,757 | $2.5B | 0.41% | |
| 63 | CRMSALESFORCE INC | 12,033 | $2.4B | 0.39% | |
| 64 | METAMETA PLATFORMS INC | 11,275 | $2.4B | 0.39% | |
| 65 | SPYGSPDR SER TR | 43,104 | $2.4B | 0.38% | |
| 66 | VWOVANGUARD INTL EQUITY INDEX F | 58,412 | $2.4B | 0.38% | |
| 67 | IWNISHARES TR | 17,104 | $2.3B | 0.38% | |
| 68 | SCHESCHWAB STRATEGIC TR | 95,027 | $2.3B | 0.38% | |
| 69 | ESGDISHARES TR | 32,287 | $2.3B | 0.37% | |
| 70 | VONGVANGUARD SCOTTSDALE FDS | 35,311 | $2.2B | 0.36% | |
| 71 | CSCOCISCO SYS INC | 41,942 | $2.2B | 0.35% | |
| 72 | BONDPIMCO ETF TR | 23,513 | $2.2B | 0.35% | |
| 73 | SCHMSCHWAB STRATEGIC TR | 32,132 | $2.2B | 0.35% | |
| 74 | KEYSKEYSIGHT TECHNOLOGIES INC | 13,097 | $2.1B | 0.34% | |
| 75 | MSIMOTOROLA SOLUTIONS INC | 7,307 | $2.1B | 0.34% | |
| 76 | VTEBVANGUARD MUN BD FDS | 41,340 | $2.1B | 0.34% | |
| 77 | AVGOBROADCOM INC | 3,255 | $2.1B | 0.34% | |
| 78 | SCHASCHWAB STRATEGIC TR | 48,934 | $2.1B | 0.33% | |
| 79 | EWEDWARDS LIFESCIENCES CORP | 24,521 | $2.0B | 0.33% | |
| 80 | NXPINXP SEMICONDUCTORS N V | 10,771 | $2.0B | 0.33% | |
| 81 | ITOTISHARES TR | 21,872 | $2.0B | 0.32% | |
| 82 | IWMISHARES TR | 11,065 | $2.0B | 0.32% | |
| 83 | TJXTJX COS INC NEW | 24,986 | $2.0B | 0.32% | |
| 84 | DWXSPDR INDEX SHS FDS | 57,044 | $2.0B | 0.32% | |
| 85 | MRKMERCK & CO INC | 18,117 | $1.9B | 0.31% | |
| 86 | XLFSELECT SECTOR SPDR TR | 60,426 | $1.9B | 0.31% | |
| 87 | WMTWALMART INC | 12,945 | $1.9B | 0.31% | |
| 88 | ISTBISHARES TR | 40,626 | $1.9B | 0.31% | |
| 89 | EDIVSPDR INDEX SHS FDS | 72,046 | $1.9B | 0.30% | |
| 90 | PTLCPACER FDS TR | 48,921 | $1.9B | 0.30% | |
| 91 | IWDISHARES TR | 12,079 | $1.8B | 0.30% | |
| 92 | DUKDUKE ENERGY CORP NEW | 18,729 | $1.8B | 0.29% | |
| 93 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,761 | $1.8B | 0.29% | |
| 94 | BACVERIZON COMMUNICATIONS INC | 45,488 | $1.8B | 0.29% | |
| 95 | UNPUNION PAC CORP | 8,722 | $1.8B | 0.28% | |
| 96 | LHXL3HARRIS TECHNOLOGIES INC | 8,856 | $1.7B | 0.28% | |
| 97 | IQVIQVIA HLDGS INC | 8,639 | $1.7B | 0.28% | |
| 98 | SCHXSCHWAB STRATEGIC TR | 34,963 | $1.7B | 0.27% | |
| 99 | SUBISHARES TR | 16,146 | $1.7B | 0.27% | |
| 100 | TFISPDR SER TR | 35,828 | $1.7B | 0.27% |
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