WealthShield Partners, LLC Q3 2022 Filing
Filed November 4, 2022
Portfolio Value
$504.2M
Holdings
288
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (288 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 67,869 | $24.3M | 4.83% | |
| 2 | SCHFSCHWAB STRATEGIC TR | 558,149 | $15.7M | 3.11% | |
| 3 | ESGUISHARES TR | 190,413 | $15.1M | 3.00% | |
| 4 | VTVVANGUARD INDEX FDS | 116,949 | $14.4M | 2.86% | |
| 5 | IUSBISHARES TR | 220,934 | $9.8M | 1.95% | |
| 6 | XSOEWISDOMTREE TR | 379,446 | $9.3M | 1.85% | |
| 7 | TLTWISHARES TR | 255,516 | $9.3M | 1.84% | |
| 8 | SCHGSCHWAB STRATEGIC TR | 163,505 | $9.1M | 1.81% | |
| 9 | DGROISHARES TR | 204,889 | $9.1M | 1.81% | |
| 10 | AAPLAPPLE INC | 63,008 | $8.7M | 1.73% | |
| 11 | BILSPDR SER TR | 90,171 | $8.3M | 1.64% | |
| 12 | VUGVANGUARD INDEX FDS | 36,855 | $7.9M | 1.56% | |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 58,284 | $7.9M | 1.56% | |
| 14 | MUBISHARES TR | 64,304 | $6.6M | 1.31% | |
| 15 | MGKVANGUARD WORLD FD | 37,555 | $6.6M | 1.30% | |
| 16 | AQLTISHARES TR | 124,266 | $6.5M | 1.30% | |
| 17 | AQLTISHARES TR | 284,127 | $6.5M | 1.28% | |
| 18 | SCHVSCHWAB STRATEGIC TR | 100,987 | $5.9M | 1.17% | |
| 19 | VCLTVANGUARD SCOTTSDALE FDS | 77,133 | $5.6M | 1.12% | |
| 20 | MGVVANGUARD WORLD FD | 61,624 | $5.6M | 1.11% | |
| 21 | AGZDWISDOMTREE TR | 120,175 | $5.5M | 1.09% | |
| 22 | MSFTMICROSOFT CORP | 22,685 | $5.3M | 1.05% | |
| 23 | EFGISHARES TR | 72,351 | $5.3M | 1.04% | |
| 24 | EFVISHARES TR | 136,170 | $5.2M | 1.04% | |
| 25 | LQDWISHARES TR | 135,173 | $5.0M | 0.99% | |
| 26 | MDYVSPDR SER TR | 79,816 | $4.6M | 0.92% | |
| 27 | SPLVINVESCO EXCH TRADED FD TR II | 75,739 | $4.4M | 0.87% | |
| 28 | NOBLPROSHARES TR | 49,576 | $4.0M | 0.79% | |
| 29 | SLYVSPDR SER TR | 58,182 | $3.9M | 0.77% | |
| 30 | MDYGSPDR SER TR | 62,742 | $3.8M | 0.75% | |
| 31 | IJRISHARES TR | 41,815 | $3.6M | 0.72% | |
| 32 | XLKSELECT SECTOR SPDR TR | 29,666 | $3.5M | 0.70% | |
| 33 | VBRVANGUARD INDEX FDS | 22,737 | $3.3M | 0.65% | |
| 34 | IUSGISHARES TR | 40,577 | $3.3M | 0.65% | |
| 35 | PCEFINVESCO EXCH TRADED FD TR II | 181,004 | $3.2M | 0.63% | |
| 36 | IWCISHARES TR | 30,152 | $3.1M | 0.62% | |
| 37 | AGGISHARES TR | 31,769 | $3.1M | 0.61% | |
| 38 | AMZNAMAZON COM INC | 26,841 | $3.0M | 0.60% | |
| 39 | IEMGISHARES INC | 70,050 | $3.0M | 0.60% | |
| 40 | TFISPDR SER TR | 66,995 | $2.9M | 0.58% | |
| 41 | JPMJPMORGAN CHASE & CO | 28,129 | $2.9M | 0.58% | |
| 42 | HDVISHARES TR | 32,146 | $2.9M | 0.58% | |
| 43 | TBFPROSHARES TR | 130,522 | $2.9M | 0.58% | |
| 44 | SLYGSPDR SER TR | 42,247 | $2.9M | 0.57% | |
| 45 | IVWISHARES TR | 48,593 | $2.8M | 0.56% | |
| 46 | HDHOME DEPOT INC | 10,120 | $2.8M | 0.55% | |
| 47 | RSPINVESCO EXCHANGE TRADED FD T | 21,942 | $2.8M | 0.55% | |
| 48 | EEMVISHARES INC | 55,023 | $2.8M | 0.55% | |
| 49 | ISTBISHARES TR | 59,249 | $2.7M | 0.54% | |
| 50 | VOEVANGUARD INDEX FDS | 22,321 | $2.7M | 0.54% | |
| 51 | PWSPACER FDS TR | 92,575 | $2.7M | 0.53% | |
| 52 | GOOGLALPHABET INC | 28,009 | $2.7M | 0.53% | |
| 53 | VONVVANGUARD SCOTTSDALE FDS | 43,727 | $2.6M | 0.52% | |
| 54 | IWPISHARES TR | 32,510 | $2.5M | 0.51% | |
| 55 | UNHUNITEDHEALTH GROUP INC | 5,000 | $2.5M | 0.50% | |
| 56 | IDEVISHARES TR | 51,774 | $2.5M | 0.50% | |
| 57 | NDQINVESCO QQQ TR | 9,231 | $2.5M | 0.49% | |
| 58 | VOTVANGUARD INDEX FDS | 14,275 | $2.4M | 0.48% | |
| 59 | IWSISHARES TR | 25,156 | $2.4M | 0.48% | |
| 60 | IWFISHARES TR | 11,426 | $2.4M | 0.48% | |
| 61 | AVGOBROADCOM INC | 5,226 | $2.3M | 0.46% | |
| 62 | AVDVAMERICAN CENTY ETF TR | 48,014 | $2.3M | 0.45% | |
| 63 | TIPISHARES TR | 21,559 | $2.3M | 0.45% | |
| 64 | LQDHISHARES U S ETF TR | 25,388 | $2.3M | 0.45% | |
| 65 | JNJJOHNSON & JOHNSON | 13,242 | $2.2M | 0.43% | |
| 66 | SUBISHARES TR | 19,780 | $2.0M | 0.40% | |
| 67 | SCHESCHWAB STRATEGIC TR | 90,357 | $2.0M | 0.40% | |
| 68 | IWMISHARES TR | 12,267 | $2.0M | 0.40% | |
| 69 | IEFISHARES TR | 20,020 | $1.9M | 0.38% | |
| 70 | PTLCPACER FDS TR | 50,370 | $1.9M | 0.38% | |
| 71 | BONDPIMCO ETF TR | 21,076 | $1.9M | 0.38% | |
| 72 | SPABSPDR SER TR | 75,581 | $1.9M | 0.37% | |
| 73 | USMVISHARES TR | 27,864 | $1.8M | 0.37% | |
| 74 | MRKMERCK & CO INC | 21,172 | $1.8M | 0.36% | |
| 75 | MSIMOTOROLA SOLUTIONS INC | 7,973 | $1.8M | 0.36% | |
| 76 | SCHMSCHWAB STRATEGIC TR | 29,315 | $1.8M | 0.35% | |
| 77 | VWOVANGUARD INTL EQUITY INDEX F | 48,297 | $1.8M | 0.35% | |
| 78 | KMLMKRANESHARES TR | 45,805 | $1.8M | 0.35% | |
| 79 | DUKDUKE ENERGY CORP NEW | 18,322 | $1.7M | 0.34% | |
| 80 | SCHASCHWAB STRATEGIC TR | 44,950 | $1.7M | 0.34% | |
| 81 | ESGDISHARES TR | 30,226 | $1.7M | 0.34% | |
| 82 | ESGEISHARES INC | 60,879 | $1.7M | 0.33% | |
| 83 | DWXSPDR INDEX SHS FDS | 58,179 | $1.7M | 0.33% | |
| 84 | VTWOVANGUARD SCOTTSDALE FDS | 24,525 | $1.6M | 0.32% | |
| 85 | EDIVSPDR INDEX SHS FDS | 72,187 | $1.6M | 0.32% | |
| 86 | VVISA INC | 8,931 | $1.6M | 0.31% | |
| 87 | TTTRANE TECHNOLOGIES PLC | 10,872 | $1.6M | 0.31% | |
| 88 | CRMSALESFORCE INC | 10,696 | $1.5M | 0.31% | |
| 89 | XLFSELECT SECTOR SPDR TR | 50,061 | $1.5M | 0.30% | |
| 90 | WMTWALMART INC | 11,565 | $1.5M | 0.30% | |
| 91 | PXDEURPIONEER NAT RES CO | 6,919 | $1.5M | 0.30% | |
| 92 | UNPUNION PAC CORP | 7,620 | $1.5M | 0.29% | |
| 93 | SPYVSPDR SER TR | 42,865 | $1.5M | 0.29% | |
| 94 | BACVERIZON COMMUNICATIONS INC | 37,940 | $1.4M | 0.29% | |
| 95 | FALNISHARES TR | 59,107 | $1.4M | 0.28% | |
| 96 | TJXTJX COS INC NEW | 22,202 | $1.4M | 0.27% | |
| 97 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,150 | $1.4M | 0.27% | |
| 98 | KEYSKEYSIGHT TECHNOLOGIES INC | 8,718 | $1.4M | 0.27% | |
| 99 | EWEDWARDS LIFESCIENCES CORP | 16,191 | $1.3M | 0.27% | |
| 100 | VOOVANGUARD INDEX FDS | 4,022 | $1.3M | 0.26% |
Page 1 of 3Next