WealthShield Partners, LLC Q3 2024 Filing
Filed November 4, 2024
Portfolio Value
$738.2B
Holdings
483
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (483 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 65,048 | $37.5B | 5.08% | |
| 2 | SCHFSCHWAB STRATEGIC TR | 503,833 | $20.7B | 2.81% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 149,229 | $15.5B | 2.11% | |
| 4 | IUSBISHARES TR | 327,554 | $15.4B | 2.09% | |
| 5 | IVWISHARES TR | 155,553 | $14.9B | 2.02% | |
| 6 | AAPLAPPLE INC | 63,349 | $14.8B | 2.00% | |
| 7 | DGROISHARES TR | 212,304 | $13.3B | 1.80% | |
| 8 | IEMGISHARES INC | 228,943 | $13.1B | 1.78% | |
| 9 | MGKVANGUARD WORLD FD | 39,539 | $12.7B | 1.72% | |
| 10 | DYNFBLACKROCK ETF TRUST | 226,107 | $11.2B | 1.52% | |
| 11 | MSFTMICROSOFT CORP | 25,701 | $11.1B | 1.50% | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 54,291 | $10.8B | 1.46% | |
| 13 | QUALISHARES TR | 57,866 | $10.4B | 1.41% | |
| 14 | SCHZSCHWAB STRATEGIC TR | 216,183 | $10.3B | 1.39% | |
| 15 | VTVVANGUARD INDEX FDS | 57,577 | $10.1B | 1.36% | |
| 16 | NVDANVIDIA CORPORATION | 81,501 | $9.9B | 1.34% | |
| 17 | EFGISHARES TR | 85,937 | $9.3B | 1.25% | |
| 18 | MUBISHARES TR | 83,476 | $9.1B | 1.23% | |
| 19 | SCHVSCHWAB STRATEGIC TR | 112,173 | $9.0B | 1.22% | |
| 20 | TLTWISHARES TR | 333,629 | $9.0B | 1.22% | |
| 21 | EFVISHARES TR | 155,187 | $8.9B | 1.21% | |
| 22 | XLKSELECT SECTOR SPDR TR | 38,802 | $8.8B | 1.19% | |
| 23 | MGVVANGUARD WORLD FD | 67,111 | $8.6B | 1.17% | |
| 24 | AMZNAMAZON COM INC | 41,339 | $7.7B | 1.04% | |
| 25 | IVEISHARES TR | 38,797 | $7.6B | 1.04% | |
| 26 | GOOGLALPHABET INC | 41,858 | $6.9B | 0.94% | |
| 27 | VCLTVANGUARD SCOTTSDALE FDS | 84,829 | $6.9B | 0.93% | |
| 28 | JPMJPMORGAN CHASE & CO. | 32,124 | $6.8B | 0.92% | |
| 29 | VUGVANGUARD INDEX FDS | 16,198 | $6.2B | 0.84% | |
| 30 | BONDPIMCO ETF TR | 65,103 | $6.2B | 0.83% | |
| 31 | RSPINVESCO EXCHANGE TRADED FD T | 32,993 | $5.9B | 0.80% | |
| 32 | MDYVSPDR SER TR | 69,998 | $5.6B | 0.75% | |
| 33 | METAMETA PLATFORMS INC | 9,416 | $5.4B | 0.73% | |
| 34 | HDHOME DEPOT INC | 13,190 | $5.3B | 0.72% | |
| 35 | SLYVSPDR SER TR | 60,825 | $5.3B | 0.72% | |
| 36 | EMXCISHARES INC | 85,585 | $5.2B | 0.71% | |
| 37 | MDYGSPDR SER TR | 57,131 | $5.0B | 0.68% | |
| 38 | CRWDCROWDSTRIKE HLDGS INC | 17,043 | $4.8B | 0.65% | |
| 39 | SLYGSPDR SER TR | 50,985 | $4.7B | 0.64% | |
| 40 | WMTWALMART INC | 58,364 | $4.7B | 0.64% | |
| 41 | LHXL3HARRIS TECHNOLOGIES INC | 19,292 | $4.6B | 0.62% | |
| 42 | NOBLPROSHARES TR | 42,370 | $4.5B | 0.61% | |
| 43 | UNHUNITEDHEALTH GROUP INC | 7,659 | $4.5B | 0.61% | |
| 44 | IYWISHARES TR | 27,519 | $4.2B | 0.57% | |
| 45 | TTTRANE TECHNOLOGIES PLC | 10,314 | $4.0B | 0.54% | |
| 46 | ICEINTERCONTINENTAL EXCHANGE IN | 24,877 | $4.0B | 0.54% | |
| 47 | PANWPALO ALTO NETWORKS INC | 11,689 | $4.0B | 0.54% | |
| 48 | BNDVANGUARD BD INDEX FDS | 52,849 | $4.0B | 0.54% | |
| 49 | IUSGISHARES TR | 30,030 | $4.0B | 0.54% | |
| 50 | MBBISHARES TR | 39,497 | $3.8B | 0.51% | |
| 51 | COSTCOSTCO WHSL CORP NEW | 4,258 | $3.8B | 0.51% | |
| 52 | IWFISHARES TR | 10,052 | $3.8B | 0.51% | |
| 53 | AVDVAMERICAN CENTY ETF TR | 53,330 | $3.8B | 0.51% | |
| 54 | LMTLOCKHEED MARTIN CORP | 6,428 | $3.8B | 0.51% | |
| 55 | VVISA INC | 13,570 | $3.7B | 0.51% | |
| 56 | IWCISHARES TR | 29,991 | $3.7B | 0.50% | |
| 57 | TLTISHARES TR | 37,580 | $3.7B | 0.50% | Call |
| 58 | NFLXNETFLIX INC | 5,093 | $3.6B | 0.49% | |
| 59 | AMDADVANCED MICRO DEVICES INC | 21,702 | $3.6B | 0.48% | |
| 60 | VBRVANGUARD INDEX FDS | 17,581 | $3.5B | 0.48% | |
| 61 | SPYSPDR S&P 500 ETF TR | 6,016 | $3.5B | 0.47% | |
| 62 | SCHESCHWAB STRATEGIC TR | 116,123 | $3.4B | 0.46% | |
| 63 | BACVERIZON COMMUNICATIONS INC | 75,205 | $3.4B | 0.46% | |
| 64 | CMECME GROUP INC | 15,106 | $3.3B | 0.45% | |
| 65 | LLYELI LILLY & CO | 3,658 | $3.2B | 0.44% | |
| 66 | ETNEATON CORP PLC | 9,759 | $3.2B | 0.44% | |
| 67 | IDEVISHARES TR | 45,565 | $3.2B | 0.44% | |
| 68 | TJXTJX COS INC NEW | 26,190 | $3.1B | 0.42% | |
| 69 | AMTAMERICAN TOWER CORP NEW | 13,201 | $3.1B | 0.42% | |
| 70 | AVGOBROADCOM INC | 17,718 | $3.1B | 0.41% | |
| 71 | MRKMERCK & CO INC | 26,670 | $3.0B | 0.41% | |
| 72 | VOEVANGUARD INDEX FDS | 18,159 | $3.0B | 0.41% | |
| 73 | AMGNAMGEN INC | 9,421 | $3.0B | 0.41% | |
| 74 | ESGDISHARES TR | 35,640 | $3.0B | 0.41% | |
| 75 | SCHMSCHWAB STRATEGIC TR | 33,826 | $2.8B | 0.38% | |
| 76 | IJRISHARES TR | 23,897 | $2.8B | 0.38% | |
| 77 | CMGCHIPOTLE MEXICAN GRILL INC | 47,293 | $2.7B | 0.37% | |
| 78 | SCHXSCHWAB STRATEGIC TR | 40,160 | $2.7B | 0.37% | |
| 79 | VOTVANGUARD INDEX FDS | 11,177 | $2.7B | 0.37% | |
| 80 | SCHASCHWAB STRATEGIC TR | 52,181 | $2.7B | 0.36% | |
| 81 | SPYGSPDR SER TR | 32,337 | $2.7B | 0.36% | |
| 82 | AGGISHARES TR | 25,722 | $2.6B | 0.35% | |
| 83 | FQIDIGITAL RLTY TR INC | 15,992 | $2.6B | 0.35% | |
| 84 | PTLCPACER FDS TR | 49,023 | $2.6B | 0.35% | |
| 85 | MSIMOTOROLA SOLUTIONS INC | 5,698 | $2.6B | 0.35% | |
| 86 | MPCMARATHON PETE CORP | 15,553 | $2.5B | 0.34% | |
| 87 | CRMSALESFORCE INC | 9,204 | $2.5B | 0.34% | |
| 88 | TRVCCITIGROUP INC | 39,919 | $2.5B | 0.34% | |
| 89 | ADIANALOG DEVICES INC | 10,848 | $2.5B | 0.34% | |
| 90 | SPGIS&P GLOBAL INC | 4,651 | $2.4B | 0.33% | |
| 91 | IEFISHARES TR | 24,169 | $2.4B | 0.32% | |
| 92 | NEENEXTERA ENERGY INC | 27,963 | $2.4B | 0.32% | |
| 93 | EDIVSPDR INDEX SHS FDS | 62,678 | $2.4B | 0.32% | |
| 94 | NXPINXP SEMICONDUCTORS N V | 9,620 | $2.3B | 0.31% | |
| 95 | BINCBLACKROCK ETF TRUST II | 43,297 | $2.3B | 0.31% | |
| 96 | PEGPUBLIC SVC ENTERPRISE GRP IN | 25,904 | $2.3B | 0.31% | |
| 97 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,956 | $2.3B | 0.31% | |
| 98 | DWXSPDR INDEX SHS FDS | 59,291 | $2.3B | 0.31% | |
| 99 | DUKDUKE ENERGY CORP NEW | 19,723 | $2.3B | 0.31% | |
| 100 | VOOVANGUARD INDEX FDS | 4,244 | $2.2B | 0.30% |
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