WealthShield Partners, LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$779.0M
Holdings
530
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (530 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 64,657 | $36.3M | 4.66% | |
| 2 | SCHFSCHWAB STRATEGIC TR | 866,312 | $17.1M | 2.20% | |
| 3 | AAPLAPPLE INC | 70,833 | $15.7M | 2.02% | |
| 4 | IVWISHARES TR | 160,209 | $14.9M | 1.91% | |
| 5 | SCHGSCHWAB STRATEGIC TR | 581,279 | $14.6M | 1.87% | |
| 6 | IUSBISHARES TR | 313,938 | $14.5M | 1.86% | |
| 7 | NVDANVIDIA CORPORATION | 128,543 | $13.9M | 1.79% | |
| 8 | MGKVANGUARD WORLD FD | 45,106 | $13.9M | 1.79% | |
| 9 | VTVVANGUARD INDEX FDS | 71,420 | $12.3M | 1.58% | |
| 10 | DGROISHARES TR | 190,676 | $11.8M | 1.51% | |
| 11 | MSFTMICROSOFT CORP | 31,200 | $11.7M | 1.50% | |
| 12 | QUALISHARES TR | 67,924 | $11.6M | 1.49% | |
| 13 | DYNFBLACKROCK ETF TRUST | 223,822 | $10.9M | 1.40% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 55,141 | $10.7M | 1.37% | |
| 15 | IVEISHARES TR | 55,153 | $10.5M | 1.35% | |
| 16 | IEMGISHARES INC | 193,779 | $10.5M | 1.34% | |
| 17 | FLTRVANECK ETF TRUST | 386,847 | $9.9M | 1.27% | |
| 18 | SCHVSCHWAB STRATEGIC TR | 353,726 | $9.4M | 1.21% | |
| 19 | SPYSPDR S&P 500 ETF TR | 16,697 | $9.3M | 1.20% | Call |
| 20 | MGVVANGUARD WORLD FD | 68,845 | $8.9M | 1.14% | |
| 21 | AMZNAMAZON COM INC | 45,795 | $8.7M | 1.12% | |
| 22 | WMTWALMART INC | 98,960 | $8.7M | 1.12% | |
| 23 | EFVISHARES TR | 144,043 | $8.5M | 1.09% | |
| 24 | BONDPIMCO ETF TR | 89,882 | $8.3M | 1.07% | |
| 25 | JPMJPMORGAN CHASE & CO. | 32,022 | $7.9M | 1.01% | |
| 26 | MUBISHARES TR | 70,611 | $7.4M | 0.96% | |
| 27 | GOOGLALPHABET INC | 47,443 | $7.3M | 0.94% | |
| 28 | MDYVSPDR SER TR | 91,552 | $7.1M | 0.91% | |
| 29 | SCHZSCHWAB STRATEGIC TR | 302,295 | $7.0M | 0.90% | |
| 30 | TLTWISHARES TR | 283,231 | $6.8M | 0.87% | |
| 31 | TTTRANE TECHNOLOGIES PLC | 19,144 | $6.5M | 0.83% | |
| 32 | VUGVANGUARD INDEX FDS | 17,093 | $6.3M | 0.81% | |
| 33 | RSPINVESCO EXCHANGE TRADED FD T | 35,288 | $6.1M | 0.78% | |
| 34 | METAMETA PLATFORMS INC | 10,367 | $6.0M | 0.77% | |
| 35 | CRWDCROWDSTRIKE HLDGS INC | 16,870 | $5.9M | 0.76% | |
| 36 | EFGISHARES TR | 59,011 | $5.9M | 0.76% | |
| 37 | NOBLPROSHARES TR | 55,604 | $5.7M | 0.73% | |
| 38 | MDYGSPDR SER TR | 70,965 | $5.6M | 0.72% | |
| 39 | NFLXNETFLIX INC | 5,648 | $5.3M | 0.68% | |
| 40 | SLYVSPDR SER TR | 67,034 | $5.3M | 0.67% | |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,808 | $5.2M | 0.67% | |
| 42 | HDHOME DEPOT INC | 13,891 | $5.1M | 0.65% | |
| 43 | VVISA INC | 14,423 | $5.1M | 0.65% | |
| 44 | MSIMOTOROLA SOLUTIONS INC | 11,259 | $4.9M | 0.63% | |
| 45 | UNHUNITEDHEALTH GROUP INC | 8,932 | $4.7M | 0.60% | |
| 46 | XLKSELECT SECTOR SPDR TR | 22,144 | $4.6M | 0.59% | |
| 47 | SLYGSPDR SER TR | 53,726 | $4.5M | 0.57% | |
| 48 | ICEINTERCONTINENTAL EXCHANGE IN | 25,739 | $4.4M | 0.57% | |
| 49 | PANWPALO ALTO NETWORKS INC | 25,326 | $4.3M | 0.55% | |
| 50 | UBERUBER TECHNOLOGIES INC | 59,136 | $4.3M | 0.55% | Call |
| 51 | JCIJOHNSON CTLS INTL PLC | 53,642 | $4.3M | 0.55% | |
| 52 | CMECME GROUP INC | 16,009 | $4.2M | 0.55% | |
| 53 | EMXCISHARES INC | 70,394 | $3.9M | 0.50% | |
| 54 | BNDVANGUARD BD INDEX FDS | 52,548 | $3.9M | 0.50% | |
| 55 | IYWISHARES TR | 27,373 | $3.8M | 0.49% | |
| 56 | NXPINXP SEMICONDUCTORS N V | 20,037 | $3.8M | 0.49% | |
| 57 | TJXTJX COS INC NEW | 30,688 | $3.7M | 0.48% | |
| 58 | IUSGISHARES TR | 29,332 | $3.7M | 0.48% | |
| 59 | MBBISHARES TR | 39,569 | $3.7M | 0.48% | |
| 60 | IWFISHARES TR | 9,827 | $3.5M | 0.46% | |
| 61 | BACVERIZON COMMUNICATIONS INC | 76,500 | $3.5M | 0.45% | |
| 62 | TLHISHARES TR | 32,563 | $3.4M | 0.43% | |
| 63 | TRVCCITIGROUP INC | 47,100 | $3.3M | 0.43% | |
| 64 | COSTCOSTCO WHSL CORP NEW | 3,511 | $3.3M | 0.43% | |
| 65 | MTUMISHARES TR | 16,404 | $3.3M | 0.43% | |
| 66 | MRKMERCK & CO INC | 36,678 | $3.3M | 0.42% | |
| 67 | IWCISHARES TR | 29,421 | $3.3M | 0.42% | |
| 68 | VOEVANGUARD INDEX FDS | 19,622 | $3.1M | 0.40% | |
| 69 | AVGOBROADCOM INC | 18,720 | $3.1M | 0.40% | |
| 70 | DUKDUKE ENERGY CORP NEW | 25,373 | $3.1M | 0.40% | |
| 71 | VBRVANGUARD INDEX FDS | 16,527 | $3.1M | 0.40% | |
| 72 | CMGCHIPOTLE MEXICAN GRILL INC | 60,580 | $3.0M | 0.39% | |
| 73 | SCHESCHWAB STRATEGIC TR | 110,099 | $3.0M | 0.39% | |
| 74 | TLTISHARES TR | 32,942 | $3.0M | 0.38% | |
| 75 | OEFISHARES TR | 10,616 | $2.9M | 0.37% | |
| 76 | FISFIDELITY NATL INFORMATION SV | 38,472 | $2.9M | 0.37% | |
| 77 | AMTAMERICAN TOWER CORP NEW | 12,996 | $2.8M | 0.36% | |
| 78 | CRMSALESFORCE INC | 10,444 | $2.8M | 0.36% | |
| 79 | VOTVANGUARD INDEX FDS | 11,414 | $2.8M | 0.36% | |
| 80 | SPYGSPDR SER TR | 34,692 | $2.8M | 0.36% | |
| 81 | LHXL3HARRIS TECHNOLOGIES INC | 13,324 | $2.8M | 0.36% | |
| 82 | SCHMSCHWAB STRATEGIC TR | 106,377 | $2.8M | 0.36% | |
| 83 | AGGISHARES TR | 27,936 | $2.8M | 0.35% | |
| 84 | CTRECARETRUST REIT INC | 95,023 | $2.7M | 0.35% | |
| 85 | LLYELI LILLY & CO | 3,287 | $2.7M | 0.35% | |
| 86 | ESGDISHARES TR | 32,238 | $2.6M | 0.34% | |
| 87 | SCHXSCHWAB STRATEGIC TR | 118,866 | $2.6M | 0.34% | |
| 88 | FISVFISERV INC | 11,823 | $2.6M | 0.34% | |
| 89 | AVDVAMERICAN CENTY ETF TR | 37,098 | $2.6M | 0.33% | |
| 90 | SPGIS&P GLOBAL INC | 4,995 | $2.5M | 0.33% | |
| 91 | SCHASCHWAB STRATEGIC TR | 107,285 | $2.5M | 0.32% | |
| 92 | BINCBLACKROCK ETF TRUST II | 47,825 | $2.5M | 0.32% | |
| 93 | IJRISHARES TR | 23,817 | $2.5M | 0.32% | |
| 94 | IDEVISHARES TR | 35,773 | $2.5M | 0.32% | |
| 95 | ETNEATON CORP PLC | 9,011 | $2.4M | 0.31% | |
| 96 | FQIDIGITAL RLTY TR INC | 16,394 | $2.3M | 0.30% | |
| 97 | TFISPDR SER TR | 51,146 | $2.3M | 0.30% | |
| 98 | USFRWISDOMTREE TR | 43,937 | $2.2M | 0.28% | |
| 99 | PEGPUBLIC SVC ENTERPRISE GRP IN | 26,700 | $2.2M | 0.28% | |
| 100 | NEENEXTERA ENERGY INC | 30,680 | $2.2M | 0.28% |
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