WealthShield Partners, LLC Q1 2024 Filing
Filed April 29, 2024
Portfolio Value
$618.2B
Holdings
475
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (475 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 74,587 | $39.2B | 6.34% | |
| 2 | SCHFSCHWAB STRATEGIC TR | 513,132 | $20.0B | 3.24% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 159,371 | $14.8B | 2.39% | |
| 4 | IUSBISHARES TR | 284,811 | $13.0B | 2.10% | |
| 5 | IEMGISHARES INC | 212,903 | $11.0B | 1.78% | |
| 6 | AAPLAPPLE INC | 59,665 | $10.2B | 1.65% | |
| 7 | MSFTMICROSOFT CORP | 23,815 | $10.0B | 1.62% | |
| 8 | TLTWISHARES TR | 371,532 | $9.9B | 1.60% | |
| 9 | VTVVANGUARD INDEX FDS | 56,346 | $9.2B | 1.48% | |
| 10 | QUALISHARES TR | 55,685 | $9.2B | 1.48% | |
| 11 | SCHZSCHWAB STRATEGIC TR | 196,122 | $9.0B | 1.46% | |
| 12 | IVWISHARES TR | 105,638 | $8.9B | 1.44% | |
| 13 | SCHVSCHWAB STRATEGIC TR | 112,509 | $8.5B | 1.38% | |
| 14 | MUBISHARES TR | 78,122 | $8.4B | 1.36% | |
| 15 | DGROISHARES TR | 143,159 | $8.3B | 1.34% | |
| 16 | DYNFBLACKROCK ETF TRUST | 185,445 | $8.2B | 1.33% | |
| 17 | MGKVANGUARD WORLD FD | 28,265 | $8.1B | 1.31% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 42,338 | $7.7B | 1.25% | |
| 19 | AMZNAMAZON COM INC | 41,083 | $7.4B | 1.20% | |
| 20 | VCLTVANGUARD SCOTTSDALE FDS | 93,553 | $7.3B | 1.18% | |
| 21 | NVDANVIDIA CORPORATION | 7,488 | $6.8B | 1.09% | |
| 22 | IVEISHARES TR | 35,734 | $6.7B | 1.08% | |
| 23 | EFGISHARES TR | 59,133 | $6.1B | 0.99% | |
| 24 | HDHOME DEPOT INC | 15,992 | $6.1B | 0.99% | |
| 25 | GOOGLALPHABET INC | 39,080 | $5.9B | 0.95% | |
| 26 | JPMJPMORGAN CHASE & CO | 29,382 | $5.9B | 0.95% | |
| 27 | EFVISHARES TR | 105,669 | $5.7B | 0.93% | |
| 28 | METAMETA PLATFORMS INC | 11,523 | $5.6B | 0.91% | |
| 29 | MDYGSPDR SER TR | 60,214 | $5.3B | 0.85% | |
| 30 | VUGVANGUARD INDEX FDS | 15,143 | $5.2B | 0.84% | |
| 31 | MDYVSPDR SER TR | 66,771 | $5.1B | 0.82% | |
| 32 | MGVVANGUARD WORLD FD | 41,922 | $5.0B | 0.81% | |
| 33 | SLYVSPDR SER TR | 56,939 | $4.7B | 0.76% | |
| 34 | XLKSELECT SECTOR SPDR TR | 22,621 | $4.7B | 0.76% | |
| 35 | LQDWISHARES TR | 153,614 | $4.5B | 0.73% | |
| 36 | NOBLPROSHARES TR | 41,883 | $4.2B | 0.69% | |
| 37 | IYWISHARES TR | 30,375 | $4.1B | 0.66% | |
| 38 | SLYGSPDR SER TR | 45,963 | $4.0B | 0.65% | |
| 39 | LHXL3HARRIS TECHNOLOGIES INC | 17,331 | $3.7B | 0.60% | |
| 40 | IWCISHARES TR | 30,418 | $3.7B | 0.60% | |
| 41 | WMTWALMART INC | 58,981 | $3.6B | 0.58% | |
| 42 | AVDVAMERICAN CENTY ETF TR | 53,484 | $3.5B | 0.57% | |
| 43 | MBBISHARES TR | 38,078 | $3.5B | 0.57% | |
| 44 | IWFISHARES TR | 10,347 | $3.5B | 0.56% | |
| 45 | ETNEATON CORP PLC | 10,915 | $3.4B | 0.55% | |
| 46 | EMXCISHARES INC | 58,567 | $3.4B | 0.55% | |
| 47 | UNHUNITEDHEALTH GROUP INC | 6,791 | $3.4B | 0.54% | |
| 48 | VVISA INC | 11,636 | $3.2B | 0.53% | |
| 49 | TJXTJX COS INC NEW | 31,703 | $3.2B | 0.52% | |
| 50 | IDEVISHARES TR | 47,345 | $3.2B | 0.51% | |
| 51 | ICEINTERCONTINENTAL EXCHANGE IN | 22,817 | $3.1B | 0.51% | |
| 52 | MRKMERCK & CO INC | 23,594 | $3.1B | 0.51% | |
| 53 | PANWPALO ALTO NETWORKS INC | 10,857 | $3.1B | 0.50% | |
| 54 | TTTRANE TECHNOLOGIES PLC | 10,128 | $3.0B | 0.49% | |
| 55 | AVGOBROADCOM INC | 2,239 | $3.0B | 0.48% | |
| 56 | AGGISHARES TR | 30,038 | $2.9B | 0.48% | |
| 57 | BNDVANGUARD BD INDEX FDS | 40,122 | $2.9B | 0.47% | |
| 58 | CMECME GROUP INC | 13,205 | $2.8B | 0.46% | |
| 59 | ESGDISHARES TR | 35,567 | $2.8B | 0.46% | |
| 60 | COSTCOSTCO WHSL CORP NEW | 3,829 | $2.8B | 0.45% | |
| 61 | VBRVANGUARD INDEX FDS | 14,527 | $2.8B | 0.45% | |
| 62 | MPCMARATHON PETE CORP | 13,815 | $2.8B | 0.45% | |
| 63 | BACVERIZON COMMUNICATIONS INC | 65,866 | $2.8B | 0.45% | |
| 64 | IUSGISHARES TR | 23,318 | $2.7B | 0.44% | |
| 65 | SCHMSCHWAB STRATEGIC TR | 33,505 | $2.7B | 0.44% | |
| 66 | CRMSALESFORCE INC | 8,995 | $2.7B | 0.44% | |
| 67 | IJRISHARES TR | 24,401 | $2.7B | 0.44% | |
| 68 | LLYELI LILLY & CO | 3,465 | $2.7B | 0.44% | |
| 69 | ESGUISHARES TR | 23,353 | $2.7B | 0.43% | |
| 70 | SPYGSPDR SER TR | 36,584 | $2.7B | 0.43% | |
| 71 | SCHESCHWAB STRATEGIC TR | 103,457 | $2.6B | 0.42% | |
| 72 | SCHASCHWAB STRATEGIC TR | 51,573 | $2.5B | 0.41% | |
| 73 | FANGDIAMONDBACK ENERGY INC | 12,562 | $2.5B | 0.40% | |
| 74 | LMTLOCKHEED MARTIN CORP | 5,388 | $2.5B | 0.40% | |
| 75 | RSPINVESCO EXCHANGE TRADED FD T | 14,460 | $2.4B | 0.40% | |
| 76 | USFRWISDOMTREE TR | 48,638 | $2.4B | 0.40% | |
| 77 | SCHXSCHWAB STRATEGIC TR | 39,021 | $2.4B | 0.39% | |
| 78 | AMGNAMGEN INC | 8,291 | $2.4B | 0.38% | |
| 79 | VOEVANGUARD INDEX FDS | 15,072 | $2.3B | 0.38% | |
| 80 | HEFAISHARES TR | 66,245 | $2.3B | 0.37% | |
| 81 | NXPINXP SEMICONDUCTORS N V | 9,020 | $2.2B | 0.36% | |
| 82 | DWXSPDR INDEX SHS FDS | 61,796 | $2.2B | 0.35% | |
| 83 | AMDADVANCED MICRO DEVICES INC | 12,014 | $2.2B | 0.35% | |
| 84 | VOTVANGUARD INDEX FDS | 9,159 | $2.2B | 0.35% | |
| 85 | DC4DEXCOM INC | 15,451 | $2.1B | 0.35% | |
| 86 | CVXCHEVRON CORP NEW | 12,891 | $2.0B | 0.33% | |
| 87 | JNJJOHNSON & JOHNSON | 12,807 | $2.0B | 0.33% | |
| 88 | UNPUNION PAC CORP | 8,122 | $2.0B | 0.32% | |
| 89 | TLTISHARES TR | 21,112 | $2.0B | 0.32% | |
| 90 | EDIVSPDR INDEX SHS FDS | 58,057 | $1.9B | 0.31% | |
| 91 | SPYMSPDR SER TR | 31,192 | $1.9B | 0.31% | |
| 92 | VOOVANGUARD INDEX FDS | 3,870 | $1.9B | 0.30% | |
| 93 | MSIMOTOROLA SOLUTIONS INC | 5,178 | $1.8B | 0.30% | |
| 94 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,378 | $1.8B | 0.30% | |
| 95 | SCHWSCHWAB CHARLES CORP | 25,369 | $1.8B | 0.30% | |
| 96 | MCDMCDONALDS CORP | 6,447 | $1.8B | 0.29% | |
| 97 | PTLCPACER FDS TR | 37,904 | $1.8B | 0.29% | |
| 98 | CSCOCISCO SYS INC | 36,162 | $1.8B | 0.29% | |
| 99 | IQVIQVIA HLDGS INC | 7,100 | $1.8B | 0.29% | |
| 100 | STESTERIS PLC | 7,972 | $1.8B | 0.29% |
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