WealthShield Partners, LLC Q3 2024 Filing

Filed November 4, 2024

Portfolio Value

$738.2M

Holdings

483

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (483 positions)

#StockSharesValue% PortfolioType
1
EMBISHARES TR
10,387$971K0.13%
2
IGEBISHARES TR
20,875$970K0.13%
3
EFAISHARES TR
11,509$962K0.13%
4
DESWISDOMTREE TR
27,586$951K0.13%
5
SUSAISHARES TR
7,886$949K0.13%
6
ABBVABBVIE INC
4,793$946K0.13%
7
XLRESELECT SECTOR SPDR TR
20,851$931K0.13%
8
NUMVNUSHARES ETF TR
24,450$900K0.12%
9
PWSPACER FDS TR
27,801$880K0.12%
10
IJSISHARES TR
8,091$871K0.12%
11
ITOTISHARES TR
6,676$838K0.11%
12
AQLTISHARES TR
35,690$836K0.11%
13
HDVISHARES TR
7,010$824K0.11%
14
VBKVANGUARD INDEX FDS
3,039$812K0.11%
15
VEAVANGUARD TAX-MANAGED FDS
14,963$790K0.11%
16
PRFINVESCO EXCHANGE TRADED FD T
19,455$790K0.11%
17
VWOVANGUARD INTL EQUITY INDEX F
16,423$785K0.11%
18
NUMGNUSHARES ETF TR
17,478$783K0.11%
19
PIDINVESCO EXCHANGE TRADED FD T
39,210$775K0.10%
20
VBVANGUARD INDEX FDS
3,250$772K0.10%
21
SPDWSPDR INDEX SHS FDS
19,608$736K0.10%
22
EEMISHARES TR
16,029$735K0.10%
23
ASGIABRDN GLOBAL INFRA INCOME FU
35,919$725K0.10%
24
TAT&T INC
32,798$721K0.10%
25
NDQINVESCO QQQ TR
1,475$720K0.10%
26
FBTFIRST TR EXCHANGE-TRADED FD
4,172$717K0.10%
27
USCIUNITED STS COMMODITY INDEX F
11,373$709K0.10%
28
CVXCHEVRON CORP NEW
4,789$705K0.10%
29
DSIISHARES TR
6,404$696K0.09%
30
SCHHSCHWAB STRATEGIC TR
29,887$692K0.09%
31
IBMSISHARES TR
23,983$681K0.09%
32
VNQVANGUARD INDEX FDS
6,926$676K0.09%
33
TSLATESLA INC
2,520$659K0.09%
34
IDXXIDEXX LABS INC
1,280$646K0.09%
35
FCNCAFIRST CTZNS BANCSHARES INC N
348$640K0.09%
36
NFJVIRTUS DIVIDEND INTEREST & P
48,747$635K0.09%
37
OEFISHARES TR
2,289$633K0.09%
38
PFEPFIZER INC
21,693$627K0.08%
39
MDYSPDR S&P MIDCAP 400 ETF TR
1,091$623K0.08%
40
AQLTISHARES TR
7,958$621K0.08%
41
MINOPIMCO ETF TR
13,120$605K0.08%
42
JPSTJ P MORGAN EXCHANGE TRADED F
11,662$591K0.08%
43
BTZBLACKROCK CR ALLOCATION INCO
51,346$579K0.08%
44
FTECFIDELITY COVINGTON TRUST
3,320$579K0.08%
45
XSOEWISDOMTREE TR
17,560$579K0.08%
46
MTUMISHARES TR
2,801$567K0.08%
47
IBMINTERNATIONAL BUSINESS MACHS
2,501$552K0.07%
48
VOVANGUARD INDEX FDS
2,092$552K0.07%
49
WFCWELLS FARGO CO NEW
9,763$551K0.07%
50
BMYBRISTOL-MYERS SQUIBB CO
10,628$549K0.07%
51
VONEVANGUARD SCOTTSDALE FDS
2,018$524K0.07%
52
VCSHVANGUARD SCOTTSDALE FDS
6,531$518K0.07%
53
VPLVANGUARD INTL EQUITY INDEX F
6,590$516K0.07%
54
SPIBSPDR SER TR
15,174$511K0.07%
55
VRPINVESCO EXCH TRADED FD TR II
20,825$509K0.07%
56
BAUGINNOVATOR ETFS TRUST
11,801$504K0.07%
57
IBITISHARES BITCOIN TRUST ETF
13,926$503K0.07%
58
PRFZINVESCO EXCHANGE TRADED FD T
11,771$489K0.07%
59
UPSUNITED PARCEL SERVICE INC
3,513$479K0.06%
60
4I1PHILIP MORRIS INTL INC
3,898$476K0.06%
61
DONSPDR DOW JONES INDL AVERAGE
1,101$466K0.06%
62
ICVTISHARES TR
5,431$454K0.06%
63
EMNTPIMCO ETF TR
4,535$448K0.06%
64
CATCATERPILLAR INC
1,119$437K0.06%
65
PWRQUANTA SVCS INC
1,427$425K0.06%
66
JEPQJ P MORGAN EXCHANGE TRADED F
7,710$423K0.06%
67
PWVINVESCO EXCHANGE TRADED FD T
7,233$421K0.06%
68
EUSAISHARES INC
4,169$399K0.05%
69
RMTROYCE MICRO-CAP TR INC
40,790$391K0.05%
70
YUMYUM BRANDS INC
2,785$389K0.05%
71
AVSDAMERICAN CENTY ETF TR
6,350$384K0.05%
72
DFACDIMENSIONAL ETF TRUST
11,090$380K0.05%
73
VTVANGUARD INTL EQUITY INDEX F
3,014$360K0.05%
74
GEGE AEROSPACE
1,897$358K0.05%
75
VSSVANGUARD INTL EQUITY INDEX F
2,850$358K0.05%
76
DGXQUEST DIAGNOSTICS INC
2,303$357K0.05%
77
IWRISHARES TR
4,035$355K0.05%
78
VGLTVANGUARD SCOTTSDALE FDS
5,680$349K0.05%
79
BJUNINNOVATOR ETFS TRUST
8,300$337K0.05%
80
KAUGINNOVATOR ETFS TRUST
13,400$335K0.05%
81
CITHE CIGNA GROUP
968$335K0.05%
82
BACBANK AMERICA CORP
8,408$333K0.05%
83
RTXRTX CORPORATION
2,719$329K0.04%
84
MMM3M CO
2,342$320K0.04%
85
FTSMFIRST TR EXCHANGE-TRADED FD
5,341$320K0.04%
86
GSGOLDMAN SACHS GROUP INC
645$319K0.04%
87
ZBHZIMMER BIOMET HOLDINGS INC
2,957$319K0.04%
88
PPLPPL CORP
9,383$312K0.04%
89
SRLNSSGA ACTIVE ETF TR
7,378$308K0.04%
90
BABOEING CO
1,992$302K0.04%
91
ISTBISHARES TR
6,101$296K0.04%
92
ABTABBOTT LABS
2,562$292K0.04%
93
UAPRINNOVATOR ETFS TRUST
9,631$290K0.04%
94
OXYOCCIDENTAL PETE CORP
5,561$287K0.04%
95
ADBEADOBE INC
556$287K0.04%
96
HYMBSPDR SER TR
10,730$281K0.04%
97
DIMWISDOMTREE TR
4,220$279K0.04%
98
IWPISHARES TR
2,320$272K0.04%
99
ADPAUTOMATIC DATA PROCESSING IN
976$271K0.04%
100
TEVATEVA PHARMACEUTICAL INDS LTD
15,000$270K0.04%
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