Filer Name: WEALTHSHIELD PARTNERS, LLC
CIK: 1729303
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 489
Portfolio Value: $0.71B

Wealthshield Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 59,289 $35M 4.95% -8.9% -
SCHF US SCHWAB INTL EQUITY ETF 863,406 $16M 2.27% 71.4% -
SCHG US SCHWAB US LARGE-CAP GROWTH 571,497 $16M 2.26% 283.0% -
IVW US ISHARES S&P 500 GROWTH ETF 154,144 $16M 2.22% -0.9% -
AAPL US APPLE INC 59,115 $15M 2.10% -6.7% -
IUSB US ISHARES CORE TOTAL BOND ETF 311,579 $14M 2.00% -4.9% -
MGK US VANGUARD MEGA CAP GROWTH ETF 39,400 $14M 1.92% -0.4% -
VTV US VANGUARD VALUE ETF 69,415 $12M 1.67% 20.6% -
DYNF US ISHRS US E F R A ETF-USD INC 223,428 $11M 1.62% -1.2% -
DGRO US ISHARES CORE DIVIDEND GROWTH 167,884 $10M 1.46% -20.9% -
QUAL US ISHARES MSCI USA QUALITY FAC 57,116 $10M 1.44% -1.3% -
MSFT US MICROSOFT CORP 23,953 $10M 1.43% -6.8% -
NVDA US NVIDIA CORP 74,008 $10M 1.41% -9.2% -
VIG US VANGUARD DIVIDEND APPREC ETF 49,592 $10M 1.38% -8.7% -
FLTR US VANECK IG FLOATING RATE ETF 379,237 $10M 1.37% 558.5% -
EFG US ISHARES MSCI EAFE GROWTH ETF 94,540 $9M 1.30% 10.0% -
SCHV US SCHWAB US LARGE-CAP VALUE 348,605 $9M 1.29% 210.8% -
IEMG US ISHARES CORE MSCI EMERGING 165,082 $9M 1.22% -27.9% -
AMZN US AMAZON.COM INC 39,034 $9M 1.21% -5.6% -
BOND US PIMCO ACTIVE BOND EXCHANGE-T 90,920 $8M 1.17% 39.7% -
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