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)

#StockSharesValue% PortfolioType
101
NEENEXTERA ENERGY INC
32,248$2.2M0.27%
102
CBCHUBB LIMITED
7,645$2.2M0.27%
103
ESGDISHARES TR
24,736$2.2M0.27%
104
TFISPDR SERIES TRUST
48,320$2.2M0.26%
105
FISFIDELITY NATL INFORMATION SV
26,316$2.1M0.26%
106
USFRWISDOMTREE TR
42,472$2.1M0.26%
107
MSIMOTOROLA SOLUTIONS INC
5,082$2.1M0.26%
108
MAMASTERCARD INCORPORATED
3,797$2.1M0.26%
109
GQ9SPDR GOLD TR
6,981$2.1M0.26%
110
FISVFISERV INC
12,138$2.1M0.25%
111
EDIVSPDR INDEX SHS FDS
54,740$2.1M0.25%
112
SPYMSPDR SERIES TRUST
28,455$2.1M0.25%
113
XLFSELECT SECTOR SPDR TR
39,476$2.1M0.25%
114
VOOVANGUARD INDEX FDS
3,626$2.1M0.25%
115
IBITISHARES BITCOIN TRUST ETF
33,209$2.0M0.25%
116
DWXSPDR INDEX SHS FDS
47,790$2.0M0.24%
117
VCLTVANGUARD SCOTTSDALE FDS
26,487$2.0M0.24%
118
NDQINVESCO QQQ TR
3,606$2.0M0.24%
119
EWEDWARDS LIFESCIENCES CORP
25,342$2.0M0.24%
120
BAIBLACKROCK ETF TRUST
66,507$1.9M0.23%
121
OREALTY INCOME CORP
30,958$1.8M0.22%
122
PTLCPACER FDS TR
34,206$1.7M0.21%
123
IJRISHARES TR
15,765$1.7M0.21%
124
HPEHEWLETT PACKARD ENTERPRISE C
84,206$1.7M0.21%
125
SPYVSPDR SERIES TRUST
32,714$1.7M0.21%
126
ADIANALOG DEVICES INC
7,125$1.7M0.20%
127
PGPROCTER AND GAMBLE CO
10,420$1.7M0.20%
128
JQUAJ P MORGAN EXCHANGE TRADED F
27,633$1.7M0.20%
129
UNPUNION PAC CORP
6,970$1.6M0.19%
130
SCHDSCHWAB STRATEGIC TR
59,907$1.6M0.19%
131
FNDFSCHWAB STRATEGIC TR
37,438$1.5M0.18%
132
CMICUMMINS INC
4,534$1.5M0.18%
133
IDXXIDEXX LABS INC
2,746$1.5M0.18%
134
SHYISHARES TR
17,752$1.5M0.18%
135
CTRECARETRUST REIT INC
47,995$1.5M0.18%
136
GOOGALPHABET INC
8,191$1.5M0.18%
137
IAU*ISHARES GOLD TR
23,108$1.4M0.17%
138
VTEBVANGUARD MUN BD FDS
29,280$1.4M0.17%
139
TSLATESLA INC
4,463$1.4M0.17%
140
IWMISHARES TR
6,558$1.4M0.17%
141
LMTLOCKHEED MARTIN CORP
3,045$1.4M0.17%
142
VEUVANGUARD INTL EQUITY INDEX F
20,899$1.4M0.17%
143
PEPPEPSICO INC
10,570$1.4M0.17%
144
VWOVANGUARD INTL EQUITY INDEX F
28,134$1.4M0.17%
145
ITOTISHARES TR
10,236$1.4M0.17%
146
KOCOCA COLA CO
19,426$1.4M0.17%
147
ICSHISHARES TR
27,004$1.4M0.17%
148
XOMEXXON MOBIL CORP
12,562$1.4M0.16%
149
IXUSISHARES TR
17,473$1.4M0.16%
150
EMBISHARES TR
14,223$1.3M0.16%
151
DONWISDOMTREE TR
25,923$1.3M0.16%
152
WDIVSPDR INDEX SHS FDS
18,196$1.3M0.16%
153
MPCMARATHON PETE CORP
7,695$1.3M0.15%
154
NUSCNUSHARES ETF TR
30,177$1.2M0.15%
155
STIPISHARES TR
11,858$1.2M0.15%
156
PCEFINVESCO EXCH TRADED FD TR II
62,100$1.2M0.15%
157
IGMISHARES TR
10,800$1.2M0.15%
158
IJHISHARES TR
19,484$1.2M0.15%
159
NULVNUSHARES ETF TR
28,015$1.2M0.14%
160
XLUSELECT SECTOR SPDR TR
14,356$1.2M0.14%
161
NULGNUSHARES ETF TR
12,298$1.2M0.14%
162
IBMINTERNATIONAL BUSINESS MACHS
3,906$1.2M0.14%
163
TFCTRUIST FINL CORP
26,260$1.1M0.14%
164
UAUGINNOVATOR ETFS TRUST
30,055$1.1M0.14%
165
TAT&T INC
38,726$1.1M0.14%
166
EFAISHARES TR
12,330$1.1M0.13%
167
LQDISHARES TR
9,930$1.1M0.13%
168
ACIOETF SER SOLUTIONS
26,065$1.1M0.13%
169
IWDISHARES TR
5,517$1.1M0.13%
170
VEAVANGUARD TAX-MANAGED FDS
18,692$1.1M0.13%
171
PHBINVESCO EXCH TRADED FD TR II
57,177$1.1M0.13%
172
ESGEISHARES INC
24,919$976K0.12%
173
JNJJOHNSON & JOHNSON
6,346$969K0.12%
174
IJJISHARES TR
7,826$967K0.12%
175
AQLTISHARES TR
41,366$950K0.11%
176
USCIUNITED STS COMMODITY INDEX F
12,914$946K0.11%
177
SUSCISHARES TR
39,723$922K0.11%
178
ESGUISHARES TR
6,732$910K0.11%
179
VBVANGUARD INDEX FDS
3,802$901K0.11%
180
ABBVABBVIE INC
4,845$899K0.11%
181
IJKISHARES TR
9,833$894K0.11%
182
DESWISDOMTREE TR
28,063$891K0.11%
183
SUSAISHARES TR
7,025$890K0.11%
184
ASGIABRDN GLOBAL INFRA INCOME FU
42,824$872K0.11%
185
SPLVINVESCO EXCH TRADED FD TR II
11,911$867K0.10%
186
VBKVANGUARD INDEX FDS
3,056$846K0.10%
187
VTIVANGUARD INDEX FDS
2,753$836K0.10%
188
PIDINVESCO EXCHANGE TRADED FD T
40,425$828K0.10%
189
EMNTPIMCO ETF TR
8,339$823K0.10%
190
NUMVNUSHARES ETF TR
22,427$808K0.10%
191
SUBISHARES TR
7,505$798K0.10%
192
NUMGNUSHARES ETF TR
16,299$789K0.10%
193
IJTISHARES TR
5,842$777K0.09%
194
WFCWELLS FARGO CO NEW
9,704$777K0.09%
195
FBTFIRST TR EXCHANGE-TRADED FD
4,781$771K0.09%
196
SPDWSPDR INDEX SHS FDS
18,963$767K0.09%
197
HDVISHARES TR
6,467$757K0.09%
198
BACBANK AMERICA CORP
15,994$756K0.09%
199
QCOMQUALCOMM INC
4,629$737K0.09%
200
PRFINVESCO EXCHANGE TRADED FD T
17,400$735K0.09%
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