Wealth Shield Partners, LLC Portfolio Holdings

Wealth Shield Partners, LLC

  • $796 Million
  • Q2 2025

Wealth Shield Partners, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $796 Million distributed in 555 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 $28.8M, Schwab Strategic Tr Intl Eqty with a value of $18.7M, Schwab Strategic Tr Us Large C with a value of $17M, Vanguard Mega Cap Growth ETF with a value of $16.7M, and Ishares S&P 500 Growth ETF with a value of $16.1M.

Examining the 13F form we can see an increase of $35M in the current position value, from $761M to 796M.

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 $796 Million
ETFs: $526 Million
Technology: $90.2 Million
Financial Services: $45.1 Million
Consumer Cyclical: $31.4 Million
Communication Services: $27.8 Million
Industrials: $22.6 Million
Healthcare: $17 Million
Consumer Defensive: $13.9 Million
Other: $21.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$15.5 Million 1.95% of portfolio
31,161
Q2 2025 Reduced 0.13%
$3.69T
$15.2 Million 1.91% of portfolio
74,221
Q2 2025 Added 4.78%
$456B
$14.4 Million 1.81% of portfolio
91,442
Q2 2025 Reduced 28.86%
$2.26T
$10.2 Million 1.28% of portfolio
46,419
Q2 2025 Added 1.36%
$859B
$9.13 Million 1.15% of portfolio
31,485
Q2 2025 Reduced 1.68%
$1.78T
$7.91 Million 0.99% of portfolio
10,719
Q2 2025 Added 3.4%
$93.6B
$7.72 Million 0.97% of portfolio
15,154
Q2 2025 Reduced 10.17%
$545B
$7.06 Million 0.89% of portfolio
5,274
Q2 2025 Reduced 6.62%
$1.21T
$6.5 Million 0.82% of portfolio
36,885
Q2 2025 Reduced 22.25%
$281B
$5.34 Million 0.67% of portfolio
54,642
Q2 2025 Reduced 44.78%
$127B
$5.37 Million 0.67% of portfolio
19,481
Q2 2025 Added 4.07%
$182B
$5.34 Million 0.67% of portfolio
57,244
Q2 2025 Reduced 2.37%
$405B
$5.31 Million 0.67% of portfolio
14,481
Q2 2025 Added 4.25%
$621B
$5.23 Million 0.66% of portfolio
10,767
Q2 2025 Added 9.78%
$551B
$5.05 Million 0.63% of portfolio
14,236
Q2 2025 Reduced 1.3%
$102B
$4.48 Million 0.56% of portfolio
10,235
Q2 2025 Reduced 46.54%
$1.19B
$4.11 Million 0.52% of portfolio
73,140
Q2 2025 Added 20.73%
$155B
$4.05 Million 0.51% of portfolio
32,764
Q2 2025 Added 6.76%
$439B
$3.38 Million 0.43% of portfolio
3,419
Q2 2025 Reduced 2.62%
$182B
$3.41 Million 0.43% of portfolio
78,887
Q2 2025 Added 3.12%
$51.7B
$3.34 Million 0.42% of portfolio
13,305
Q2 2025 Reduced 0.14%
$145B
$3.27 Million 0.41% of portfolio
9,170
Q2 2025 Added 1.76%
$102B
$3.24 Million 0.41% of portfolio
17,652
Q2 2025 Reduced 31.42%
$245B
$3.12 Million 0.39% of portfolio
10,003
Q2 2025 Added 11.99%
$99.2B
$3.02 Million 0.38% of portfolio
10,964
Q2 2025 Reduced 31.51%
$48.7B
$2.99 Million 0.38% of portfolio
17,129
Q2 2025 Added 4.48%
$95.8B
$3 Million 0.38% of portfolio
25,453
Q2 2025 Added 0.32%
$73.5B
$2.97 Million 0.37% of portfolio
28,080
Q2 2025 Reduced 47.65%
$232B
$2.96 Million 0.37% of portfolio
10,859
Q2 2025 Added 3.97%
$52.5B
$2.88 Million 0.36% of portfolio
14,092
Q2 2025 Reduced 44.36%
$57.8B
$2.86 Million 0.36% of portfolio
13,094
Q2 2025 Reduced 34.65%
$95.3B
$2.78 Million 0.35% of portfolio
12,567
Q2 2025 Reduced 3.3%
$222B
$2.81 Million 0.35% of portfolio
9,616
Q2 2025 Added 60.21%
$182B
$2.7 Million 0.34% of portfolio
5,119
Q2 2025 Added 2.48%
$608B
$2.52 Million 0.32% of portfolio
3,235
Q2 2025 Reduced 1.58%
$94.4B
$2.43 Million 0.31% of portfolio
34,220
Q2 2025 New
$43.8B
$2.29 Million 0.29% of portfolio
27,177
Q2 2025 Added 1.79%
$112B
$2.21 Million 0.28% of portfolio
7,645
Q2 2025 Added 676.93%
$141B
$2.24 Million 0.28% of portfolio
32,248
Q2 2025 Added 5.11%
$97B
$2.26 Million 0.28% of portfolio
7,320
Q2 2025 Added 11.16%
$169B
$2.26 Million 0.28% of portfolio
4,161
Q2 2025 New
$95.7B
$2.26 Million 0.28% of portfolio
4,399
Q2 2025 Added 13.7%
$548B
$2.13 Million 0.27% of portfolio
3,797
Q2 2025 Added 4.28%
$78.6B
$2.14 Million 0.27% of portfolio
5,082
Q2 2025 Reduced 54.86%
$43.6B
$2.14 Million 0.27% of portfolio
26,316
Q2 2025 Reduced 31.6%
$47.6B
$1.98 Million 0.25% of portfolio
25,342
Q2 2025 New
$35.6B
$1.78 Million 0.22% of portfolio
30,958
Q2 2025 Added 4.9%
$27.4B
$1.72 Million 0.22% of portfolio
84,206
Q2 2025 Reduced 28.01%
$119B
$1.7 Million 0.21% of portfolio
7,125
Q2 2025 Reduced 29.11%

Summary

  • Portfolio
  • No. of Stocks 555
  • Current Value $796 Million
  • Prior Value $761 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 45 stocks
  • Additional Purchases 169 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 210 stocks
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