WealthShield Partners, LLC Q3 2023 Filing
Filed October 25, 2023
Portfolio Value
$663.6B
Holdings
478
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (478 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 87,333 | $37.7B | 5.68% | |
| 2 | VTVVANGUARD INDEX FDS | 162,033 | $22.3B | 3.37% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 548,593 | $18.6B | 2.81% | |
| 4 | TLTWISHARES TR | 581,821 | $16.8B | 2.53% | |
| 5 | VUGVANGUARD INDEX FDS | 59,981 | $16.3B | 2.46% | |
| 6 | IUSBISHARES TR | 343,243 | $15.0B | 2.26% | |
| 7 | SCHGSCHWAB STRATEGIC TR | 169,474 | $12.3B | 1.86% | |
| 8 | MUBISHARES TR | 104,679 | $10.7B | 1.62% | |
| 9 | DGROISHARES TR | 214,084 | $10.7B | 1.61% | |
| 10 | AQLTISHARES TR | 162,946 | $10.5B | 1.58% | |
| 11 | AAPLAPPLE INC | 59,591 | $10.2B | 1.54% | |
| 12 | MGKVANGUARD WORLD FD | 42,575 | $9.7B | 1.46% | |
| 13 | XSOEWISDOMTREE TR | 333,220 | $8.9B | 1.34% | |
| 14 | MSFTMICROSOFT CORP | 28,106 | $8.9B | 1.34% | |
| 15 | EFVISHARES TR | 172,120 | $8.4B | 1.27% | |
| 16 | EFGISHARES TR | 91,702 | $7.9B | 1.19% | |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 48,367 | $7.6B | 1.14% | |
| 18 | QUALISHARES TR | 56,572 | $7.5B | 1.13% | |
| 19 | IEMGISHARES INC | 152,328 | $7.2B | 1.09% | |
| 20 | MGVVANGUARD WORLD FD | 68,198 | $6.9B | 1.04% | |
| 21 | SCHVSCHWAB STRATEGIC TR | 102,782 | $6.6B | 1.00% | |
| 22 | ESGUISHARES TR | 68,928 | $6.5B | 0.98% | |
| 23 | VCLTVANGUARD SCOTTSDALE FDS | 86,727 | $6.2B | 0.94% | |
| 24 | SCHZSCHWAB STRATEGIC TR | 136,623 | $6.0B | 0.91% | |
| 25 | AMZNAMAZON COM INC | 46,510 | $5.9B | 0.89% | |
| 26 | VONGVANGUARD SCOTTSDALE FDS | 84,217 | $5.8B | 0.87% | |
| 27 | IWFISHARES TR | 20,707 | $5.5B | 0.83% | |
| 28 | GOOGLALPHABET INC | 41,705 | $5.5B | 0.82% | |
| 29 | IVWISHARES TR | 78,465 | $5.4B | 0.81% | |
| 30 | LQDWISHARES TR | 165,639 | $5.2B | 0.79% | |
| 31 | NOBLPROSHARES TR | 58,697 | $5.2B | 0.78% | |
| 32 | MDYVSPDR SER TR | 78,082 | $5.1B | 0.76% | |
| 33 | JPMJPMORGAN CHASE & CO | 33,415 | $4.8B | 0.73% | |
| 34 | XLKSELECT SECTOR SPDR TR | 29,192 | $4.8B | 0.72% | |
| 35 | MDYGSPDR SER TR | 67,285 | $4.7B | 0.70% | |
| 36 | SLYVSPDR SER TR | 62,681 | $4.5B | 0.68% | |
| 37 | VBRVANGUARD INDEX FDS | 27,609 | $4.4B | 0.66% | |
| 38 | VGSHVANGUARD SCOTTSDALE FDS | 76,333 | $4.4B | 0.66% | |
| 39 | IWSISHARES TR | 41,720 | $4.4B | 0.66% | |
| 40 | IWPISHARES TR | 45,649 | $4.2B | 0.63% | |
| 41 | METAMETA PLATFORMS INC | 13,305 | $4.0B | 0.60% | |
| 42 | SLYGSPDR SER TR | 53,482 | $3.9B | 0.59% | |
| 43 | HDHOME DEPOT INC | 12,794 | $3.9B | 0.58% | |
| 44 | IUSGISHARES TR | 39,226 | $3.7B | 0.56% | |
| 45 | CRMSALESFORCE INC | 18,256 | $3.7B | 0.56% | |
| 46 | NXPINXP SEMICONDUCTORS N V | 17,963 | $3.6B | 0.54% | |
| 47 | IWCISHARES TR | 35,260 | $3.5B | 0.53% | |
| 48 | NVDANVIDIA CORPORATION | 8,119 | $3.5B | 0.53% | |
| 49 | MBBISHARES TR | 39,268 | $3.5B | 0.53% | |
| 50 | VEAVANGUARD TAX-MANAGED FDS | 74,131 | $3.2B | 0.49% | |
| 51 | AGGISHARES TR | 34,052 | $3.2B | 0.48% | |
| 52 | BONDPIMCO ETF TR | 36,032 | $3.2B | 0.48% | |
| 53 | TLTISHARES TR | 35,689 | $3.2B | 0.48% | |
| 54 | RSPINVESCO EXCHANGE TRADED FD T | 22,320 | $3.2B | 0.48% | |
| 55 | VOEVANGUARD INDEX FDS | 24,055 | $3.2B | 0.47% | |
| 56 | TFLOISHARES TR | 60,020 | $3.0B | 0.46% | |
| 57 | FALNISHARES TR | 122,336 | $3.0B | 0.46% | |
| 58 | SGOVISHARES TR | 29,591 | $3.0B | 0.45% | |
| 59 | AVDVAMERICAN CENTY ETF TR | 51,306 | $3.0B | 0.45% | |
| 60 | IDEVISHARES TR | 49,483 | $2.9B | 0.43% | |
| 61 | USMVISHARES TR | 38,980 | $2.8B | 0.43% | |
| 62 | VOTVANGUARD INDEX FDS | 14,376 | $2.8B | 0.42% | |
| 63 | TTTRANE TECHNOLOGIES PLC | 13,783 | $2.8B | 0.42% | |
| 64 | ESGDISHARES TR | 40,314 | $2.8B | 0.42% | |
| 65 | WMTWALMART INC | 17,230 | $2.8B | 0.42% | |
| 66 | JNJJOHNSON & JOHNSON | 17,524 | $2.7B | 0.41% | |
| 67 | VVISA INC | 11,451 | $2.6B | 0.40% | |
| 68 | CSCOCISCO SYS INC | 48,730 | $2.6B | 0.39% | |
| 69 | UNHUNITEDHEALTH GROUP INC | 5,073 | $2.6B | 0.39% | |
| 70 | SUBISHARES TR | 24,529 | $2.5B | 0.38% | |
| 71 | SCHESCHWAB STRATEGIC TR | 102,456 | $2.5B | 0.37% | |
| 72 | IWMISHARES TR | 13,659 | $2.4B | 0.37% | |
| 73 | IJHISHARES TR | 9,572 | $2.4B | 0.36% | |
| 74 | SPABSPDR SER TR | 98,195 | $2.4B | 0.36% | |
| 75 | TJXTJX COS INC NEW | 26,887 | $2.4B | 0.36% | |
| 76 | SHYISHARES TR | 28,770 | $2.3B | 0.35% | |
| 77 | SPYGSPDR SER TR | 38,668 | $2.3B | 0.35% | |
| 78 | IYWISHARES TR | 21,374 | $2.2B | 0.34% | |
| 79 | SCHMSCHWAB STRATEGIC TR | 32,779 | $2.2B | 0.33% | |
| 80 | SPYSPDR S&P 500 ETF TR | 5,152 | $2.2B | 0.33% | |
| 81 | IJRISHARES TR | 23,262 | $2.2B | 0.33% | |
| 82 | DWXSPDR INDEX SHS FDS | 66,214 | $2.2B | 0.33% | |
| 83 | MRKMERCK & CO INC | 20,926 | $2.2B | 0.33% | |
| 84 | SPGIS&P GLOBAL INC | 5,846 | $2.1B | 0.32% | |
| 85 | ETNEATON CORP PLC | 10,013 | $2.1B | 0.32% | |
| 86 | PWSPACER FDS TR | 79,570 | $2.1B | 0.32% | |
| 87 | EDIVSPDR INDEX SHS FDS | 70,046 | $2.1B | 0.31% | |
| 88 | CMECME GROUP INC | 10,410 | $2.1B | 0.31% | |
| 89 | SCHASCHWAB STRATEGIC TR | 50,076 | $2.1B | 0.31% | |
| 90 | ESGEISHARES INC | 67,915 | $2.1B | 0.31% | |
| 91 | MPCMARATHON PETE CORP | 13,553 | $2.1B | 0.31% | |
| 92 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,830 | $2.0B | 0.31% | |
| 93 | IWDISHARES TR | 13,003 | $2.0B | 0.30% | |
| 94 | IWOISHARES TR | 8,756 | $2.0B | 0.30% | |
| 95 | AVGOBROADCOM INC | 2,331 | $1.9B | 0.29% | |
| 96 | LHXL3HARRIS TECHNOLOGIES INC | 10,957 | $1.9B | 0.29% | |
| 97 | AQLTISHARES TR | 86,308 | $1.9B | 0.29% | |
| 98 | SCHXSCHWAB STRATEGIC TR | 37,466 | $1.9B | 0.29% | |
| 99 | LQDISHARES TR | 17,802 | $1.8B | 0.27% | |
| 100 | VTCVANGUARD SCOTTSDALE FDS | 24,812 | $1.8B | 0.27% |
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