WealthShield Partners, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$827.3M
Holdings
554
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (554 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 46,361 | $28.8M | 3.48% | |
| 2 | SCHFSCHWAB STRATEGIC TR | 846,559 | $18.7M | 2.26% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 580,655 | $17.0M | 2.05% | |
| 4 | MGKVANGUARD WORLD FD | 45,473 | $16.6M | 2.01% | |
| 5 | IVWISHARES TR | 146,208 | $16.1M | 1.95% | |
| 6 | IEMGISHARES INC | 267,453 | $16.1M | 1.94% | |
| 7 | MSFTMICROSOFT CORP | 31,161 | $15.5M | 1.87% | |
| 8 | AAPLAPPLE INC | 74,221 | $15.2M | 1.84% | |
| 9 | NVDANVIDIA CORPORATION | 91,442 | $14.4M | 1.75% | |
| 10 | IUSBISHARES TR | 293,148 | $13.6M | 1.64% | |
| 11 | EFVISHARES TR | 213,301 | $13.5M | 1.64% | |
| 12 | QUALISHARES TR | 72,480 | $13.3M | 1.60% | |
| 13 | DYNFBLACKROCK ETF TRUST | 229,496 | $12.5M | 1.51% | |
| 14 | IVEISHARES TR | 63,358 | $12.4M | 1.50% | |
| 15 | DGROISHARES TR | 186,622 | $11.9M | 1.44% | |
| 16 | VTVVANGUARD INDEX FDS | 66,900 | $11.8M | 1.43% | |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 55,764 | $11.4M | 1.38% | |
| 18 | AMZNAMAZON COM INC | 46,419 | $10.2M | 1.23% | |
| 19 | SCHVSCHWAB STRATEGIC TR | 348,502 | $9.6M | 1.17% | |
| 20 | MGVVANGUARD WORLD FD | 69,930 | $9.2M | 1.11% | |
| 21 | JPMJPMORGAN CHASE & CO. | 31,485 | $9.1M | 1.10% | |
| 22 | FLTRVANECK ETF TRUST | 336,565 | $8.6M | 1.04% | |
| 23 | METAMETA PLATFORMS INC | 10,719 | $7.9M | 0.96% | |
| 24 | VUGVANGUARD INDEX FDS | 17,880 | $7.8M | 0.95% | |
| 25 | CRWDCROWDSTRIKE HLDGS INC | 15,154 | $7.7M | 0.93% | |
| 26 | MUBISHARES TR | 69,603 | $7.3M | 0.88% | |
| 27 | MDYVSPDR SERIES TRUST | 90,842 | $7.2M | 0.87% | |
| 28 | NFLXNETFLIX INC | 5,274 | $7.1M | 0.85% | |
| 29 | BONDPIMCO ETF TR | 75,465 | $7.0M | 0.84% | |
| 30 | TLTWISHARES TR | 285,415 | $6.6M | 0.80% | |
| 31 | GOOGLALPHABET INC | 36,885 | $6.5M | 0.79% | |
| 32 | MDYGSPDR SERIES TRUST | 73,154 | $6.4M | 0.77% | |
| 33 | RSPINVESCO EXCHANGE TRADED FD T | 34,220 | $6.2M | 0.75% | |
| 34 | EFGISHARES TR | 55,512 | $6.2M | 0.75% | |
| 35 | SLYVSPDR SERIES TRUST | 74,089 | $5.9M | 0.71% | |
| 36 | SPYSPDR S&P 500 ETF TR | 9,342 | $5.8M | 0.70% | |
| 37 | OEFISHARES TR | 18,375 | $5.6M | 0.68% | |
| 38 | XLKSELECT SECTOR SPDR TR | 21,888 | $5.5M | 0.67% | |
| 39 | UBERUBER TECHNOLOGIES INC | 57,744 | $5.4M | 0.65% | Call |
| 40 | AVGOBROADCOM INC | 19,481 | $5.4M | 0.65% | |
| 41 | SCHZSCHWAB STRATEGIC TR | 230,787 | $5.4M | 0.65% | |
| 42 | SLYGSPDR SERIES TRUST | 60,301 | $5.4M | 0.65% | |
| 43 | THROBLACKROCK ETF TRUST | 150,259 | $5.3M | 0.65% | |
| 44 | WMTWALMART INC | 54,642 | $5.3M | 0.65% | |
| 45 | HDHOME DEPOT INC | 14,481 | $5.3M | 0.64% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,767 | $5.2M | 0.63% | |
| 47 | VVISA INC | 14,236 | $5.1M | 0.61% | |
| 48 | BNDVANGUARD BD INDEX FDS | 62,703 | $4.6M | 0.56% | |
| 49 | TTTRANE TECHNOLOGIES PLC | 10,235 | $4.5M | 0.54% | |
| 50 | IUSGISHARES TR | 29,392 | $4.4M | 0.53% | |
| 51 | TRVCCITIGROUP INC | 51,488 | $4.4M | 0.53% | |
| 52 | TLHISHARES TR | 42,558 | $4.3M | 0.52% | |
| 53 | IWFISHARES TR | 9,977 | $4.2M | 0.51% | |
| 54 | CMGCHIPOTLE MEXICAN GRILL INC | 73,140 | $4.1M | 0.50% | |
| 55 | TJXTJX COS INC NEW | 32,764 | $4.0M | 0.49% | |
| 56 | MTUMISHARES TR | 16,572 | $4.0M | 0.48% | |
| 57 | IYWISHARES TR | 22,808 | $4.0M | 0.48% | |
| 58 | IWCISHARES TR | 30,111 | $3.8M | 0.46% | |
| 59 | MBBISHARES TR | 40,420 | $3.8M | 0.46% | |
| 60 | NOBLPROSHARES TR | 37,497 | $3.8M | 0.46% | |
| 61 | BACVERIZON COMMUNICATIONS INC | 78,887 | $3.4M | 0.41% | |
| 62 | COSTCOSTCO WHSL CORP NEW | 3,419 | $3.4M | 0.41% | |
| 63 | SCHESCHWAB STRATEGIC TR | 111,902 | $3.4M | 0.41% | |
| 64 | LHXL3HARRIS TECHNOLOGIES INC | 13,305 | $3.3M | 0.40% | |
| 65 | ETNEATON CORP PLC | 9,170 | $3.3M | 0.40% | |
| 66 | TLTISHARES TR | 36,911 | $3.3M | 0.39% | |
| 67 | ICEINTERCONTINENTAL EXCHANGE IN | 17,652 | $3.2M | 0.39% | |
| 68 | VBRVANGUARD INDEX FDS | 16,566 | $3.2M | 0.39% | |
| 69 | SPYGSPDR SERIES TRUST | 33,042 | $3.1M | 0.38% | |
| 70 | UNHUNITEDHEALTH GROUP INC | 10,003 | $3.1M | 0.38% | |
| 71 | VOTVANGUARD INDEX FDS | 10,928 | $3.1M | 0.38% | |
| 72 | IDEVISHARES TR | 40,686 | $3.1M | 0.37% | |
| 73 | VOEVANGUARD INDEX FDS | 18,466 | $3.0M | 0.37% | |
| 74 | AVDVAMERICAN CENTY ETF TR | 38,164 | $3.0M | 0.37% | |
| 75 | CMECME GROUP INC | 10,964 | $3.0M | 0.37% | |
| 76 | DUKDUKE ENERGY CORP NEW | 25,453 | $3.0M | 0.36% | |
| 77 | FQIDIGITAL RLTY TR INC | 17,129 | $3.0M | 0.36% | |
| 78 | JCIJOHNSON CTLS INTL PLC | 28,080 | $3.0M | 0.36% | |
| 79 | CRMSALESFORCE INC | 10,859 | $3.0M | 0.36% | |
| 80 | SCHMSCHWAB STRATEGIC TR | 104,038 | $2.9M | 0.35% | |
| 81 | PANWPALO ALTO NETWORKS INC | 14,092 | $2.9M | 0.35% | |
| 82 | AGGISHARES TR | 28,921 | $2.9M | 0.35% | |
| 83 | NXPINXP SEMICONDUCTORS N V | 13,094 | $2.9M | 0.35% | |
| 84 | BNDXVANGUARD CHARLOTTE FDS | 56,949 | $2.8M | 0.34% | |
| 85 | MCDMCDONALDS CORP | 9,616 | $2.8M | 0.34% | |
| 86 | AMTAMERICAN TOWER CORP NEW | 12,567 | $2.8M | 0.34% | |
| 87 | BINCBLACKROCK ETF TRUST II | 51,869 | $2.7M | 0.33% | |
| 88 | SCHXSCHWAB STRATEGIC TR | 111,557 | $2.7M | 0.33% | |
| 89 | SPGIS&P GLOBAL INC | 5,119 | $2.7M | 0.33% | |
| 90 | SCHASCHWAB STRATEGIC TR | 106,246 | $2.7M | 0.32% | |
| 91 | LRCXLAM RESEARCH CORP | 27,458 | $2.7M | 0.32% | |
| 92 | IAGGISHARES TR | 49,501 | $2.5M | 0.31% | |
| 93 | LLYELI LILLY & CO | 3,235 | $2.5M | 0.30% | |
| 94 | VGKVANGUARD INTL EQUITY INDEX F | 32,240 | $2.5M | 0.30% | |
| 95 | FDNFIRST TR EXCHANGE-TRADED FD | 9,124 | $2.5M | 0.30% | |
| 96 | NKENIKE INC | 34,220 | $2.4M | 0.29% | |
| 97 | PEGPUBLIC SVC ENTERPRISE GRP IN | 27,177 | $2.3M | 0.28% | |
| 98 | ISRGINTUITIVE SURGICAL INC | 4,161 | $2.3M | 0.27% | |
| 99 | CDNSCADENCE DESIGN SYSTEM INC | 7,320 | $2.3M | 0.27% | |
| 100 | SNPSSYNOPSYS INC | 4,399 | $2.3M | 0.27% |
Page 1 of 6Next