WealthShield Partners, LLC Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$705.2M
Holdings
489
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (489 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 59,289 | $34.9M | 4.95% | |
| 2 | SCHFSCHWAB STRATEGIC TR | 863,406 | $16.0M | 2.27% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 571,497 | $15.9M | 2.26% | |
| 4 | IVWISHARES TR | 154,144 | $15.7M | 2.22% | |
| 5 | AAPLAPPLE INC | 59,115 | $14.8M | 2.10% | |
| 6 | IUSBISHARES TR | 311,579 | $14.1M | 2.00% | |
| 7 | MGKVANGUARD WORLD FD | 39,400 | $13.5M | 1.92% | |
| 8 | VTVVANGUARD INDEX FDS | 69,415 | $11.8M | 1.67% | |
| 9 | DYNFBLACKROCK ETF TRUST | 223,428 | $11.4M | 1.62% | |
| 10 | DGROISHARES TR | 167,884 | $10.3M | 1.46% | |
| 11 | QUALISHARES TR | 57,116 | $10.2M | 1.44% | |
| 12 | MSFTMICROSOFT CORP | 23,953 | $10.1M | 1.43% | |
| 13 | NVDANVIDIA CORPORATION | 74,008 | $9.9M | 1.41% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 49,592 | $9.7M | 1.38% | |
| 15 | FLTRVANECK ETF TRUST | 379,237 | $9.7M | 1.37% | |
| 16 | EFGISHARES TR | 94,540 | $9.2M | 1.30% | |
| 17 | SCHVSCHWAB STRATEGIC TR | 348,605 | $9.1M | 1.29% | |
| 18 | IEMGISHARES INC | 165,082 | $8.6M | 1.22% | |
| 19 | AMZNAMAZON COM INC | 39,034 | $8.6M | 1.21% | |
| 20 | BONDPIMCO ETF TR | 90,920 | $8.3M | 1.17% | |
| 21 | EFVISHARES TR | 154,725 | $8.1M | 1.15% | |
| 22 | MGVVANGUARD WORLD FD | 64,143 | $8.0M | 1.14% | |
| 23 | GOOGLALPHABET INC | 41,457 | $7.8M | 1.11% | |
| 24 | MDYVSPDR SER TR | 90,951 | $7.3M | 1.03% | |
| 25 | MUBISHARES TR | 68,047 | $7.3M | 1.03% | |
| 26 | IVEISHARES TR | 37,789 | $7.2M | 1.02% | |
| 27 | JPMJPMORGAN CHASE & CO. | 29,257 | $7.0M | 0.99% | |
| 28 | SCHZSCHWAB STRATEGIC TR | 300,686 | $6.8M | 0.97% | |
| 29 | XLKSELECT SECTOR SPDR TR | 28,877 | $6.7M | 0.95% | |
| 30 | VUGVANGUARD INDEX FDS | 15,943 | $6.5M | 0.93% | |
| 31 | TLTWISHARES TR | 274,709 | $6.5M | 0.92% | |
| 32 | RSPINVESCO EXCHANGE TRADED FD T | 36,673 | $6.4M | 0.91% | |
| 33 | MDYGSPDR SER TR | 70,045 | $6.1M | 0.86% | |
| 34 | SLYVSPDR SER TR | 66,864 | $5.8M | 0.83% | |
| 35 | CRWDCROWDSTRIKE HLDGS INC | 16,423 | $5.6M | 0.80% | |
| 36 | METAMETA PLATFORMS INC | 9,314 | $5.5M | 0.77% | |
| 37 | HDHOME DEPOT INC | 12,983 | $5.0M | 0.72% | |
| 38 | EMXCISHARES INC | 89,325 | $5.0M | 0.70% | |
| 39 | SLYGSPDR SER TR | 53,126 | $4.8M | 0.68% | |
| 40 | WMTWALMART INC | 52,830 | $4.8M | 0.68% | |
| 41 | NFLXNETFLIX INC | 4,892 | $4.4M | 0.62% | |
| 42 | IYWISHARES TR | 26,797 | $4.3M | 0.61% | |
| 43 | VVISA INC | 13,228 | $4.2M | 0.59% | |
| 44 | PANWPALO ALTO NETWORKS INC | 22,761 | $4.1M | 0.59% | |
| 45 | LHXL3HARRIS TECHNOLOGIES INC | 18,866 | $4.0M | 0.56% | |
| 46 | UNHUNITEDHEALTH GROUP INC | 7,788 | $3.9M | 0.56% | |
| 47 | MBBISHARES TR | 42,393 | $3.9M | 0.55% | |
| 48 | COSTCOSTCO WHSL CORP NEW | 4,178 | $3.8M | 0.54% | |
| 49 | IWFISHARES TR | 9,527 | $3.8M | 0.54% | |
| 50 | IWCISHARES TR | 29,253 | $3.8M | 0.54% | |
| 51 | AVGOBROADCOM INC | 16,416 | $3.8M | 0.54% | |
| 52 | TTTRANE TECHNOLOGIES PLC | 9,865 | $3.7M | 0.52% | |
| 53 | BNDVANGUARD BD INDEX FDS | 50,753 | $3.6M | 0.52% | |
| 54 | CMECME GROUP INC | 15,298 | $3.6M | 0.52% | |
| 55 | ICEINTERCONTINENTAL EXCHANGE IN | 24,210 | $3.6M | 0.51% | |
| 56 | TLTISHARES TR | 37,891 | $3.3M | 0.47% | |
| 57 | TJXTJX COS INC NEW | 26,870 | $3.2M | 0.46% | |
| 58 | VBRVANGUARD INDEX FDS | 15,957 | $3.2M | 0.45% | |
| 59 | IUSGISHARES TR | 22,611 | $3.1M | 0.45% | |
| 60 | AMDADVANCED MICRO DEVICES INC | 25,797 | $3.1M | 0.44% | |
| 61 | MTUMISHARES TR | 14,709 | $3.0M | 0.43% | |
| 62 | LMTLOCKHEED MARTIN CORP | 6,222 | $3.0M | 0.43% | |
| 63 | SPYGSPDR SER TR | 34,177 | $3.0M | 0.43% | |
| 64 | ETNEATON CORP PLC | 9,016 | $3.0M | 0.42% | |
| 65 | NOBLPROSHARES TR | 30,030 | $3.0M | 0.42% | |
| 66 | BACVERIZON COMMUNICATIONS INC | 74,624 | $3.0M | 0.42% | |
| 67 | SPYSPDR S&P 500 ETF TR | 5,078 | $3.0M | 0.42% | |
| 68 | VOEVANGUARD INDEX FDS | 18,426 | $3.0M | 0.42% | |
| 69 | CMGCHIPOTLE MEXICAN GRILL INC | 49,291 | $3.0M | 0.42% | |
| 70 | SCHESCHWAB STRATEGIC TR | 110,031 | $2.9M | 0.42% | |
| 71 | SCHMSCHWAB STRATEGIC TR | 104,969 | $2.9M | 0.41% | |
| 72 | TRVCCITIGROUP INC | 41,281 | $2.9M | 0.41% | |
| 73 | CRMSALESFORCE INC | 8,562 | $2.9M | 0.41% | |
| 74 | VOTVANGUARD INDEX FDS | 10,945 | $2.8M | 0.39% | |
| 75 | FQIDIGITAL RLTY TR INC | 15,512 | $2.8M | 0.39% | |
| 76 | SCHXSCHWAB STRATEGIC TR | 118,438 | $2.7M | 0.39% | |
| 77 | SCHASCHWAB STRATEGIC TR | 105,102 | $2.7M | 0.39% | |
| 78 | VOOVANGUARD INDEX FDS | 4,911 | $2.6M | 0.38% | |
| 79 | AGGISHARES TR | 26,932 | $2.6M | 0.37% | |
| 80 | TFISPDR SER TR | 55,329 | $2.5M | 0.36% | |
| 81 | MSIMOTOROLA SOLUTIONS INC | 5,365 | $2.5M | 0.35% | |
| 82 | ESGDISHARES TR | 32,237 | $2.5M | 0.35% | |
| 83 | IDEVISHARES TR | 37,429 | $2.4M | 0.34% | |
| 84 | AVDVAMERICAN CENTY ETF TR | 36,794 | $2.4M | 0.34% | |
| 85 | FISVFISERV INC | 11,456 | $2.4M | 0.33% | |
| 86 | BINCBLACKROCK ETF TRUST II | 45,225 | $2.4M | 0.33% | |
| 87 | IJRISHARES TR | 19,984 | $2.3M | 0.33% | |
| 88 | SPGIS&P GLOBAL INC | 4,621 | $2.3M | 0.33% | |
| 89 | LLYELI LILLY & CO | 2,981 | $2.3M | 0.33% | |
| 90 | USFRWISDOMTREE TR | 44,792 | $2.3M | 0.32% | |
| 91 | FDNFIRST TR EXCHANGE-TRADED FD | 9,159 | $2.2M | 0.32% | |
| 92 | FISFIDELITY NATL INFORMATION SV | 27,500 | $2.2M | 0.31% | |
| 93 | JCIJOHNSON CTLS INTL PLC | 27,879 | $2.2M | 0.31% | |
| 94 | NXPINXP SEMICONDUCTORS N V | 10,129 | $2.1M | 0.30% | |
| 95 | DUKDUKE ENERGY CORP NEW | 19,536 | $2.1M | 0.30% | |
| 96 | PEGPUBLIC SVC ENTERPRISE GRP IN | 24,458 | $2.1M | 0.29% | |
| 97 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,523 | $2.0M | 0.29% | |
| 98 | MRKMERCK & CO INC | 20,231 | $2.0M | 0.29% | |
| 99 | VCLTVANGUARD SCOTTSDALE FDS | 27,013 | $2.0M | 0.29% | |
| 100 | NEENEXTERA ENERGY INC | 28,136 | $2.0M | 0.29% |
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