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Size ($ in 1000's)
At 12/31/2023: $607,577
At 09/30/2023: $663,681
WealthShield Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WealthShield Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the WealthShield Partners LLC top holdings by largest position size, as per the latest 13f filing made by WealthShield Partners LLC.
In the WealthShield Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by WealthShield Partners LLC in that top holding, then the share count change between reporting periods, and finally the WealthShield Partners LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
90,999 |
+3,666 |
$43,464 | | IVV | 90,999 | +3,666 | $43,464 | | SCHWAB STRATEGIC TR |
535,456 |
-13,137 |
$19,790 | | SCHF | 535,456 | -13,137 | $19,790 | | ISHARES TR (TLTW) |
541,387 |
-40,434 |
$14,872 | | TLTW | 541,387 | -40,434 | $14,872 | | SCHWAB STRATEGIC TR |
177,087 |
+7,613 |
$14,695 | | SCHG | 177,087 | +7,613 | $14,695 | | VANGUARD WORLD FD (MGK) |
42,204 |
-371 |
$10,952 | | MGK | 42,204 | -371 | $10,952 | | APPLE INC |
55,496 |
-4,095 |
$10,685 | | AAPL | 55,496 | -4,095 | $10,685 | | ISHARES TR (DGRO) |
191,816 |
-22,268 |
$10,324 | | DGRO | 191,816 | -22,268 | $10,324 | | ISHARES TR (IUSB) |
215,083 |
-128,160 |
$9,909 | | IUSB | 215,083 | -128,160 | $9,909 | | MICROSOFT CORP |
25,443 |
-2,663 |
$9,568 | | MSFT | 25,443 | -2,663 | $9,568 | | WISDOMTREE TR |
317,242 |
-15,978 |
$9,162 | | XSOE | 317,242 | -15,978 | $9,162 | | VANGUARD INDEX FDS (VTV) |
59,745 |
-102,288 |
$8,932 | | VTV | 59,745 | -102,288 | $8,932 | | ISHARES TR (QUAL) |
58,075 |
+1,503 |
$8,551 | | QUAL | 58,075 | +1,503 | $8,551 | | VANGUARD SPECIALIZED FUNDS (VIG) |
46,697 |
-1,670 |
$7,957 | | VIG | 46,697 | -1,670 | $7,957 | | ISHARES TR (MUB) |
70,388 |
-34,291 |
$7,631 | | MUB | 70,388 | -34,291 | $7,631 | | ISHARES TR (EFV) |
145,482 |
-26,638 |
$7,580 | | EFV | 145,482 | -26,638 | $7,580 | | SCHWAB STRATEGIC TR |
104,375 |
+1,593 |
$7,317 | | SCHV | 104,375 | +1,593 | $7,317 | | VANGUARD WORLD FD (MGV) |
66,058 |
-2,140 |
$7,225 | | MGV | 66,058 | -2,140 | $7,225 | | ISHARES TR (ESGU) |
61,695 |
-7,233 |
$6,473 | | ESGU | 61,695 | -7,233 | $6,473 | | VANGUARD SCOTTSDALE FDS (VCLT) |
77,502 |
-9,225 |
$6,212 | | VCLT | 77,502 | -9,225 | $6,212 | | SPDR SER TR (MDYV) |
81,129 |
+3,047 |
$5,953 | | MDYV | 81,129 | +3,047 | $5,953 | | AMAZON COM INC |
38,438 |
-8,072 |
$5,840 | | AMZN | 38,438 | -8,072 | $5,840 | | JPMORGAN CHASE & CO |
33,794 |
+379 |
$5,748 | | JPM | 33,794 | +379 | $5,748 | | SCHWAB STRATEGIC TR |
119,854 |
-16,769 |
$5,588 | | SCHZ | 119,854 | -16,769 | $5,588 | | ISHARES TR (EFG) |
55,931 |
-35,771 |
$5,417 | | EFG | 55,931 | -35,771 | $5,417 | | SPDR SER TR (SLYV) |
64,773 |
+2,092 |
$5,396 | | SLYV | 64,773 | +2,092 | $5,396 | | SPDR SER TR (MDYG) |
70,044 |
+2,759 |
$5,300 | | MDYG | 70,044 | +2,759 | $5,300 | | SELECT SECTOR SPDR TR (XLK) |
27,533 |
-1,659 |
$5,300 | | XLK | 27,533 | -1,659 | $5,300 | | HOME DEPOT INC |
15,242 |
+2,448 |
$5,282 | | HD | 15,242 | +2,448 | $5,282 | | ALPHABET INC |
37,370 |
-4,335 |
$5,220 | | GOOGL | 37,370 | -4,335 | $5,220 | | PROSHARES TR (NOBL) |
52,840 |
-5,857 |
$5,030 | | NOBL | 52,840 | -5,857 | $5,030 | | ISHARES TR (IVW) |
66,906 |
-11,559 |
$5,025 | | IVW | 66,906 | -11,559 | $5,025 | | ISHARES INC (IEMG) |
97,116 |
-55,212 |
$4,912 | | IEMG | 97,116 | -55,212 | $4,912 | | VANGUARD INDEX FDS (VUG) |
14,728 |
-45,253 |
$4,579 | | VUG | 14,728 | -45,253 | $4,579 | | SPDR SER TR (SLYG) |
54,160 |
+678 |
$4,529 | | SLYG | 54,160 | +678 | $4,529 | | META PLATFORMS INC |
12,072 |
-1,233 |
$4,273 | | META | 12,072 | -1,233 | $4,273 | | ISHARES TR (IWC) |
36,526 |
+1,266 |
$4,238 | | IWC | 36,526 | +1,266 | $4,238 | | ISHARES TR (LQDW) |
142,756 |
-22,883 |
$4,234 | | LQDW | 142,756 | -22,883 | $4,234 | | NVIDIA CORPORATION |
8,118 |
-1 |
$4,020 | | NVDA | 8,118 | -1 | $4,020 | | INVESCO EXCHANGE TRADED FD T (RSP) |
23,348 |
+1,028 |
$3,684 | | RSP | 23,348 | +1,028 | $3,684 | | UNITEDHEALTH GROUP INC |
6,755 |
+1,682 |
$3,556 | | UNH | 6,755 | +1,682 | $3,556 | | ISHARES TR (MBB) |
36,087 |
-3,181 |
$3,395 | | MBB | 36,087 | -3,181 | $3,395 | | L3HARRIS TECHNOLOGIES INC |
16,009 |
+5,052 |
$3,372 | | LHX | 16,009 | +5,052 | $3,372 | | ISHARES TR (IYW) |
27,164 |
+5,790 |
$3,334 | | IYW | 27,164 | +5,790 | $3,334 | | AMERICAN CENTY ETF TR (AVDV) |
51,765 |
+459 |
$3,235 | | AVDV | 51,765 | +459 | $3,235 | | NXP SEMICONDUCTORS N V |
13,971 |
-3,992 |
$3,223 | | NXPI | 13,971 | -3,992 | $3,223 | | ISHARES TR (IUSG) |
30,706 |
-8,520 |
$3,196 | | IUSG | 30,706 | -8,520 | $3,196 | | ISHARES TR (IWF) |
10,509 |
-10,198 |
$3,186 | | IWF | 10,509 | -10,198 | $3,186 | | ISHARES TR (OEF) |
14,116 |
+14,116 |
$3,153 | | OEF | 14,116 | +14,116 | $3,153 | | VANGUARD INDEX FDS (VBR) |
17,165 |
-10,444 |
$3,089 | | VBR | 17,165 | -10,444 | $3,089 | | VISA INC |
11,700 |
+249 |
$3,046 | | V | 11,700 | +249 | $3,046 |
See Full List: All Stocks Held By WealthShield Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By WealthShield Partners LLC
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