Wealth Shield Partners, LLC Portfolio Holdings

Wealth Shield Partners, LLC

  • $761 Million
  • Q1 2025

Wealth Shield Partners, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $761 Million distributed in 533 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 $36.3M, Schwab Strategic Tr Intl Eqty with a value of $17.1M, Apple Inc. with a value of $15.7M, Ishares S&P 500 Growth ETF with a value of $14.9M, and Schwab Strategic Tr Us Large C with a value of $14.6M.

Examining the 13F form we can see an increase of $71.6M in the current position value, from $690M to 761M.

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 $761 Million
ETFs: $503 Million
Technology: $85 Million
Financial Services: $42.8 Million
Communication Services: $24.7 Million
Consumer Cyclical: $24.5 Million
Industrials: $23.7 Million
Consumer Defensive: $17.6 Million
Healthcare: $16.8 Million
Other: $21.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.3 Million 4.77% of portfolio
64,657
Q1 2025 Added 9.05%
$0
$17.1 Million 2.25% of portfolio
866,312
Q1 2025 Added 0.34%
$3.19T
$15.7 Million 2.07% of portfolio
70,833
Q1 2025 Added 19.82%
$0
$14.9 Million 1.95% of portfolio
160,209
Q1 2025 Added 3.93%
$0
$14.6 Million 1.91% of portfolio
581,279
Q1 2025 Added 1.71%
$0
$14.5 Million 1.9% of portfolio
313,938
Q1 2025 Added 0.76%
$0
$13.9 Million 1.83% of portfolio
45,106
Q1 2025 Added 14.48%
$361B
$13.9 Million 1.83% of portfolio
128,543
Q1 2025 Added 73.69%
$0
$12.3 Million 1.62% of portfolio
71,420
Q1 2025 Added 2.89%
$0
$11.8 Million 1.55% of portfolio
190,676
Q1 2025 Added 13.58%
$3.57T
$11.7 Million 1.54% of portfolio
31,200
Q1 2025 Added 30.26%
$0
$11.6 Million 1.52% of portfolio
67,924
Q1 2025 Added 18.92%
$0
$10.9 Million 1.43% of portfolio
223,822
Q1 2025 Added 0.18%
$0
$10.5 Million 1.38% of portfolio
55,153
Q1 2025 Added 45.95%
$0
$10.4 Million 1.37% of portfolio
193,779
Q1 2025 Added 17.38%
$0
$10 Million 1.32% of portfolio
55,141
Q1 2025 Added 11.19%
$0
$9.4 Million 1.24% of portfolio
353,726
Q1 2025 Added 1.47%
$0
$8.87 Million 1.17% of portfolio
68,845
Q1 2025 Added 7.33%
$256B
$8.69 Million 1.14% of portfolio
98,960
Q1 2025 Added 87.32%
$2.2T
$8.71 Million 1.14% of portfolio
45,795
Q1 2025 Added 17.32%
$0
$8.49 Million 1.12% of portfolio
144,043
Q1 2025 Reduced 6.9%
$0
$8.31 Million 1.09% of portfolio
89,882
Q1 2025 Reduced 1.14%
$793B
$7.85 Million 1.03% of portfolio
32,022
Q1 2025 Added 9.45%
$0
$7.45 Million 0.98% of portfolio
70,611
Q1 2025 Added 3.77%
$993B
$7.34 Million 0.96% of portfolio
47,443
Q1 2025 Added 14.44%
$0
$7.05 Million 0.93% of portfolio
91,552
Q1 2025 Added 0.66%
$0
$7 Million 0.92% of portfolio
302,295
Q1 2025 Added 0.54%
$98.9B
$6.45 Million 0.85% of portfolio
19,144
Q1 2025 Added 94.06%
$0
$6.34 Million 0.83% of portfolio
17,093
Q1 2025 Added 7.21%
$0
$6.26 Million 0.82% of portfolio
11,197
Q1 2025 Added 120.5%
$0
$6.11 Million 0.8% of portfolio
35,288
Q1 2025 Reduced 3.78%
$0
$5.9 Million 0.78% of portfolio
59,011
Q1 2025 Reduced 37.58%
$1.5T
$5.98 Million 0.78% of portfolio
10,367
Q1 2025 Added 11.31%
$103B
$5.95 Million 0.78% of portfolio
16,870
Q1 2025 Added 2.72%
$0
$5.68 Million 0.75% of portfolio
55,604
Q1 2025 Added 85.16%
$0
$5.64 Million 0.74% of portfolio
70,965
Q1 2025 Added 1.31%
$648B
$5.22 Million 0.69% of portfolio
9,808
Q1 2025 Added 116.85%
$545B
$5.27 Million 0.69% of portfolio
5,648
Q1 2025 Added 15.45%
$0
$5.26 Million 0.69% of portfolio
67,034
Q1 2025 Added 0.25%
$362B
$5.09 Million 0.67% of portfolio
13,891
Q1 2025 Added 6.99%
$581B
$5.05 Million 0.66% of portfolio
14,423
Q1 2025 Added 9.03%
$68B
$4.93 Million 0.65% of portfolio
11,259
Q1 2025 Added 109.86%
$288B
$4.68 Million 0.61% of portfolio
8,932
Q1 2025 Added 14.69%
$0
$4.57 Million 0.6% of portfolio
22,144
Q1 2025 Reduced 23.32%
$0
$4.46 Million 0.59% of portfolio
53,726
Q1 2025 Added 1.13%
$100B
$4.44 Million 0.58% of portfolio
25,739
Q1 2025 Added 6.32%
$59.3B
$4.32 Million 0.57% of portfolio
25,326
Q1 2025 Added 11.27%
$169B
$4.27 Million 0.56% of portfolio
58,636
Q1 2025 New
$72B
$4.3 Million 0.56% of portfolio
53,642
Q1 2025 Added 92.41%

Summary

  • Portfolio
  • No. of Stocks 533
  • Current Value $761 Million
  • Prior Value $690 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 63 stocks
  • Additional Purchases 261 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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