Wealth Shield Partners, LLC Portfolio Holdings

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

Wealth Shield Partners, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $690 Million distributed in 489 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $34.9M, Schwab Strategic Tr Intl Eqty with a value of $16M, Schwab Strategic Tr Us Large C with a value of $15.9M, Ishares S&P 500 Growth ETF with a value of $15.7M, and Apple Inc. with a value of $14.8M.

Examining the 13F form we can see an decrease of $31.7M in the current position value, from $721M to 690M.

Wealth Shield Partners, LLC is based out at Cary, NC

Below you can find more details about Wealth Shield Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $690 Million
ETFs: $476 Million
Technology: $71 Million
Financial Services: $32.4 Million
Consumer Cyclical: $22.9 Million
Communication Services: $22.7 Million
Industrials: $19.7 Million
Healthcare: $14.3 Million
Consumer Defensive: $13.2 Million
Other: $16.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.9 Million 5.06% of portfolio
59,289
Q4 2024 Reduced 8.85%
$0
$16 Million 2.32% of portfolio
863,406
Q4 2024 Added 71.37%
$0
$15.9 Million 2.31% of portfolio
571,497
Q4 2024 Added 282.97%
$0
$15.7 Million 2.27% of portfolio
154,144
Q4 2024 Reduced 0.91%
$3.93T
$14.8 Million 2.15% of portfolio
59,115
Q4 2024 Reduced 6.68%
$0
$14.1 Million 2.04% of portfolio
311,579
Q4 2024 Reduced 4.88%
$0
$13.5 Million 1.96% of portfolio
39,400
Q4 2024 Reduced 0.35%
$0
$11.8 Million 1.7% of portfolio
69,415
Q4 2024 Added 20.56%
$0
$11.5 Million 1.66% of portfolio
223,428
Q4 2024 Reduced 1.18%
$0
$10.3 Million 1.49% of portfolio
167,884
Q4 2024 Reduced 20.92%
$0
$10.2 Million 1.48% of portfolio
57,116
Q4 2024 Reduced 1.3%
$3.05T
$10.1 Million 1.46% of portfolio
23,953
Q4 2024 Reduced 6.8%
$347B
$9.94 Million 1.44% of portfolio
74,008
Q4 2024 Reduced 9.19%
$0
$9.65 Million 1.4% of portfolio
379,237
Q4 2024 Added 558.53%
$0
$9.15 Million 1.33% of portfolio
94,540
Q4 2024 Added 10.01%
$0
$9.09 Million 1.32% of portfolio
348,605
Q4 2024 Added 210.77%
$0
$8.85 Million 1.28% of portfolio
165,082
Q4 2024 Reduced 27.89%
$2.31T
$8.56 Million 1.24% of portfolio
39,034
Q4 2024 Reduced 5.58%
$0
$8.22 Million 1.19% of portfolio
90,920
Q4 2024 Added 39.66%
$0
$8.12 Million 1.18% of portfolio
154,725
Q4 2024 Reduced 0.3%
$0
$8.01 Million 1.16% of portfolio
64,143
Q4 2024 Reduced 4.42%
$1.1T
$7.85 Million 1.14% of portfolio
41,457
Q4 2024 Reduced 0.96%
$0
$7.29 Million 1.06% of portfolio
90,951
Q4 2024 Added 29.93%
$0
$7.25 Million 1.05% of portfolio
68,047
Q4 2024 Reduced 18.48%
$0
$7.21 Million 1.05% of portfolio
37,789
Q4 2024 Reduced 2.6%
$821B
$7.01 Million 1.02% of portfolio
29,257
Q4 2024 Reduced 8.92%
$0
$6.83 Million 0.99% of portfolio
300,686
Q4 2024 Added 39.09%
$0
$6.71 Million 0.97% of portfolio
28,877
Q4 2024 Reduced 25.58%
$0
$6.54 Million 0.95% of portfolio
15,943
Q4 2024 Reduced 1.57%
$0
$6.43 Million 0.93% of portfolio
36,673
Q4 2024 Added 11.15%
$0
$6.09 Million 0.88% of portfolio
70,045
Q4 2024 Added 22.6%
$0
$5.83 Million 0.85% of portfolio
66,864
Q4 2024 Added 9.93%
$97.8B
$5.62 Million 0.81% of portfolio
16,423
Q4 2024 Reduced 3.64%
$1.61T
$5.49 Million 0.8% of portfolio
9,314
Q4 2024 Reduced 1.08%
$413B
$5.05 Million 0.73% of portfolio
12,983
Q4 2024 Reduced 1.57%
$0
$4.95 Million 0.72% of portfolio
89,325
Q4 2024 Added 4.37%
$0
$4.8 Million 0.7% of portfolio
53,126
Q4 2024 Added 4.2%
$282B
$4.77 Million 0.69% of portfolio
52,830
Q4 2024 Reduced 9.48%
$461B
$4.36 Million 0.63% of portfolio
4,892
Q4 2024 Reduced 3.95%
$0
$4.27 Million 0.62% of portfolio
26,797
Q4 2024 Reduced 2.62%
$583B
$4.18 Million 0.61% of portfolio
13,228
Q4 2024 Reduced 2.52%
$62.3B
$4.14 Million 0.6% of portfolio
22,761
Q4 2024 Added 94.72%
$37.4B
$3.97 Million 0.58% of portfolio
18,866
Q4 2024 Reduced 2.21%
$468B
$3.94 Million 0.57% of portfolio
7,788
Q4 2024 Added 1.68%
$467B
$3.83 Million 0.56% of portfolio
4,178
Q4 2024 Reduced 1.88%
$0
$3.89 Million 0.56% of portfolio
42,393
Q4 2024 Added 7.33%
$0
$3.81 Million 0.55% of portfolio
29,253
Q4 2024 Reduced 2.46%
$0
$3.83 Million 0.55% of portfolio
9,527
Q4 2024 Reduced 5.22%
$92.6B
$3.81 Million 0.55% of portfolio
16,416
Q4 2024 Reduced 7.35%

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $690 Million
  • Prior Value $721 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 36 stocks
  • Additional Purchases 138 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 215 stocks
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