WealthShield Partners, LLC Q4 2022 Filing
Filed February 13, 2023
Portfolio Value
$522.2B
Holdings
288
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (288 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 64,323 | $24.7B | 4.73% | |
| 2 | VTVVANGUARD INDEX FDS | 129,308 | $18.2B | 3.48% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 545,864 | $17.6B | 3.37% | |
| 4 | ESGUISHARES TR | 165,967 | $14.1B | 2.69% | |
| 5 | IUSBISHARES TR | 234,891 | $10.6B | 2.02% | |
| 6 | TLTWISHARES TR | 325,070 | $10.5B | 2.02% | |
| 7 | DGROISHARES TR | 201,848 | $10.1B | 1.93% | |
| 8 | SCHGSCHWAB STRATEGIC TR | 175,677 | $9.8B | 1.87% | |
| 9 | VUGVANGUARD INDEX FDS | 41,422 | $8.8B | 1.69% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 57,481 | $8.7B | 1.67% | |
| 11 | AQLTISHARES TR | 140,683 | $8.7B | 1.66% | |
| 12 | FALNISHARES TR | 344,159 | $8.5B | 1.62% | |
| 13 | AAPLAPPLE INC | 61,273 | $8.0B | 1.52% | |
| 14 | EFVISHARES TR | 150,645 | $6.9B | 1.32% | |
| 15 | SCHZSCHWAB STRATEGIC TR | 149,329 | $6.8B | 1.31% | |
| 16 | SCHVSCHWAB STRATEGIC TR | 99,843 | $6.6B | 1.26% | |
| 17 | MGKVANGUARD WORLD FD | 37,466 | $6.4B | 1.23% | |
| 18 | MUBISHARES TR | 60,982 | $6.4B | 1.23% | |
| 19 | MGVVANGUARD WORLD FD | 61,446 | $6.3B | 1.21% | |
| 20 | MSFTMICROSOFT CORP | 24,350 | $5.8B | 1.12% | |
| 21 | EFGISHARES TR | 68,582 | $5.7B | 1.10% | |
| 22 | MDYVSPDR SER TR | 79,066 | $5.1B | 0.98% | |
| 23 | IWFISHARES TR | 23,684 | $5.1B | 0.97% | |
| 24 | SLYVSPDR SER TR | 57,514 | $4.3B | 0.82% | |
| 25 | NOBLPROSHARES TR | 47,016 | $4.2B | 0.81% | |
| 26 | LQDWISHARES TR | 123,139 | $4.2B | 0.80% | |
| 27 | MDYGSPDR SER TR | 63,649 | $4.2B | 0.80% | |
| 28 | JPMJPMORGAN CHASE & CO | 30,546 | $4.1B | 0.78% | |
| 29 | SPLVINVESCO EXCH TRADED FD TR II | 63,176 | $4.0B | 0.77% | |
| 30 | EEMVISHARES INC | 74,561 | $4.0B | 0.76% | |
| 31 | VBRVANGUARD INDEX FDS | 22,537 | $3.6B | 0.69% | |
| 32 | IJRISHARES TR | 37,003 | $3.5B | 0.67% | |
| 33 | IWCISHARES TR | 31,489 | $3.4B | 0.65% | |
| 34 | AGGISHARES TR | 34,382 | $3.3B | 0.64% | |
| 35 | HDHOME DEPOT INC | 10,437 | $3.3B | 0.63% | |
| 36 | MBBISHARES TR | 34,500 | $3.2B | 0.61% | |
| 37 | AQLTISHARES TR | 140,005 | $3.2B | 0.61% | |
| 38 | UNHUNITEDHEALTH GROUP INC | 5,963 | $3.2B | 0.61% | |
| 39 | SLYGSPDR SER TR | 43,255 | $3.1B | 0.60% | |
| 40 | IWSISHARES TR | 29,301 | $3.1B | 0.59% | |
| 41 | VOEVANGUARD INDEX FDS | 22,793 | $3.1B | 0.59% | |
| 42 | IWPISHARES TR | 36,658 | $3.1B | 0.59% | |
| 43 | IUSGISHARES TR | 37,224 | $3.0B | 0.58% | |
| 44 | RSPINVESCO EXCHANGE TRADED FD T | 21,467 | $3.0B | 0.58% | |
| 45 | PWSPACER FDS TR | 105,688 | $3.0B | 0.58% | |
| 46 | IWMISHARES TR | 16,914 | $2.9B | 0.56% | |
| 47 | IDEVISHARES TR | 51,619 | $2.9B | 0.55% | |
| 48 | GOOGLALPHABET INC | 32,278 | $2.8B | 0.55% | |
| 49 | AVDVAMERICAN CENTY ETF TR | 50,316 | $2.8B | 0.53% | |
| 50 | AMZNAMAZON COM INC | 32,164 | $2.7B | 0.52% | |
| 51 | ISTBISHARES TR | 55,780 | $2.6B | 0.50% | |
| 52 | VOTVANGUARD INDEX FDS | 14,303 | $2.6B | 0.49% | |
| 53 | XLKSELECT SECTOR SPDR TR | 20,059 | $2.5B | 0.48% | |
| 54 | VONVVANGUARD SCOTTSDALE FDS | 37,149 | $2.5B | 0.47% | |
| 55 | IVWISHARES TR | 42,206 | $2.5B | 0.47% | |
| 56 | JNJJOHNSON & JOHNSON | 13,910 | $2.5B | 0.47% | |
| 57 | MRKMERCK & CO INC | 21,375 | $2.4B | 0.46% | |
| 58 | TFISPDR SER TR | 51,977 | $2.4B | 0.45% | |
| 59 | IEMGISHARES INC | 50,753 | $2.4B | 0.45% | |
| 60 | IWDISHARES TR | 15,610 | $2.4B | 0.45% | |
| 61 | BILSPDR SER TR | 25,387 | $2.3B | 0.44% | |
| 62 | USMVISHARES TR | 31,348 | $2.3B | 0.43% | |
| 63 | HYMBSPDR SER TR | 46,031 | $2.3B | 0.43% | |
| 64 | LQDHISHARES U S ETF TR | 24,629 | $2.2B | 0.43% | |
| 65 | MTUMISHARES TR | 14,881 | $2.2B | 0.42% | |
| 66 | MSIMOTOROLA SOLUTIONS INC | 8,344 | $2.2B | 0.41% | |
| 67 | ESGDISHARES TR | 32,410 | $2.1B | 0.41% | |
| 68 | SCHESCHWAB STRATEGIC TR | 88,357 | $2.1B | 0.40% | |
| 69 | PTLCPACER FDS TR | 55,531 | $2.1B | 0.40% | |
| 70 | SCHMSCHWAB STRATEGIC TR | 31,429 | $2.1B | 0.39% | |
| 71 | BONDPIMCO ETF TR | 21,788 | $2.0B | 0.38% | |
| 72 | SCHASCHWAB STRATEGIC TR | 47,755 | $1.9B | 0.37% | |
| 73 | IYWISHARES TR | 25,699 | $1.9B | 0.37% | |
| 74 | DWXSPDR INDEX SHS FDS | 59,119 | $1.9B | 0.37% | |
| 75 | TJXTJX COS INC NEW | 23,940 | $1.9B | 0.36% | |
| 76 | DUKDUKE ENERGY CORP NEW | 18,287 | $1.9B | 0.36% | |
| 77 | KEYSKEYSIGHT TECHNOLOGIES INC | 10,729 | $1.8B | 0.35% | |
| 78 | SPYGSPDR SER TR | 35,149 | $1.8B | 0.34% | |
| 79 | AVGOBROADCOM INC | 3,183 | $1.8B | 0.34% | |
| 80 | VTWOVANGUARD SCOTTSDALE FDS | 25,277 | $1.8B | 0.34% | |
| 81 | WMTWALMART INC | 12,290 | $1.7B | 0.34% | |
| 82 | XLFSELECT SECTOR SPDR TR | 50,974 | $1.7B | 0.33% | |
| 83 | SUBISHARES TR | 16,694 | $1.7B | 0.33% | |
| 84 | CRMSALESFORCE INC | 13,114 | $1.7B | 0.33% | |
| 85 | EDIVSPDR INDEX SHS FDS | 72,047 | $1.7B | 0.33% | |
| 86 | PXDEURPIONEER NAT RES CO | 7,550 | $1.7B | 0.33% | |
| 87 | HDVISHARES TR | 16,472 | $1.7B | 0.33% | |
| 88 | SPYVSPDR SER TR | 43,158 | $1.7B | 0.32% | |
| 89 | UNPUNION PAC CORP | 8,069 | $1.7B | 0.32% | |
| 90 | VTEBVANGUARD MUN BD FDS | 33,214 | $1.6B | 0.31% | |
| 91 | SHYGISHARES TR | 39,497 | $1.6B | 0.31% | |
| 92 | IQVIQVIA HLDGS INC | 7,766 | $1.6B | 0.30% | |
| 93 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,111 | $1.6B | 0.30% | |
| 94 | SPGIS&P GLOBAL INC | 4,680 | $1.6B | 0.30% | |
| 95 | KMLMKRANESHARES TR | 51,280 | $1.6B | 0.30% | |
| 96 | SPABSPDR SER TR | 61,304 | $1.5B | 0.30% | |
| 97 | CSCOCISCO SYS INC | 31,860 | $1.5B | 0.29% | |
| 98 | PGPROCTER AND GAMBLE CO | 10,004 | $1.5B | 0.29% | |
| 99 | SCHXSCHWAB STRATEGIC TR | 33,556 | $1.5B | 0.29% | |
| 100 | VEAVANGUARD TAX-MANAGED FDS | 35,624 | $1.5B | 0.29% |
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