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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$14.8 Million 2.15% of portfolio
59,115
Q4 2024 Reduced 6.68%
$3.1T
$10.1 Million 1.46% of portfolio
23,953
Q4 2024 Reduced 6.8%
$349B
$9.94 Million 1.44% of portfolio
74,008
Q4 2024 Reduced 9.19%
$2.27T
$8.56 Million 1.24% of portfolio
39,034
Q4 2024 Reduced 5.58%
$1.1T
$7.85 Million 1.14% of portfolio
41,457
Q4 2024 Reduced 0.96%
$783B
$7.01 Million 1.02% of portfolio
29,257
Q4 2024 Reduced 8.92%
$93.7B
$5.62 Million 0.81% of portfolio
16,423
Q4 2024 Reduced 3.64%
$1.56T
$5.49 Million 0.8% of portfolio
9,314
Q4 2024 Reduced 1.08%
$404B
$5.05 Million 0.73% of portfolio
12,983
Q4 2024 Reduced 1.57%
$264B
$4.77 Million 0.69% of portfolio
52,830
Q4 2024 Reduced 9.48%
$456B
$4.36 Million 0.63% of portfolio
4,892
Q4 2024 Reduced 3.95%
$573B
$4.18 Million 0.61% of portfolio
13,228
Q4 2024 Reduced 2.52%
$59.5B
$4.14 Million 0.6% of portfolio
22,761
Q4 2024 Added 94.72%
$37.7B
$3.97 Million 0.58% of portfolio
18,866
Q4 2024 Reduced 2.21%
$470B
$3.94 Million 0.57% of portfolio
7,788
Q4 2024 Added 1.68%
$458B
$3.83 Million 0.56% of portfolio
4,178
Q4 2024 Reduced 1.88%
$85B
$3.64 Million 0.53% of portfolio
9,865
Q4 2024 Reduced 4.35%
$89.3B
$3.55 Million 0.52% of portfolio
15,298
Q4 2024 Added 1.27%
$93.1B
$3.61 Million 0.52% of portfolio
24,210
Q4 2024 Reduced 2.68%
$143B
$3.25 Million 0.47% of portfolio
26,870
Q4 2024 Added 2.6%
$184B
$3.12 Million 0.45% of portfolio
25,797
Q4 2024 Added 18.87%
$114B
$3.02 Million 0.44% of portfolio
6,222
Q4 2024 Reduced 3.2%
$178B
$2.98 Million 0.43% of portfolio
74,624
Q4 2024 Reduced 0.77%
$123B
$2.99 Million 0.43% of portfolio
9,016
Q4 2024 Reduced 7.61%
$1.47B
$2.97 Million 0.43% of portfolio
49,291
Q4 2024 Added 4.22%
$318B
$2.86 Million 0.42% of portfolio
8,562
Q4 2024 Reduced 6.98%
$158B
$2.91 Million 0.42% of portfolio
41,281
Q4 2024 Added 3.41%
$49.5B
$2.75 Million 0.4% of portfolio
15,512
Q4 2024 Reduced 3.0%
$72.5B
$2.48 Million 0.36% of portfolio
5,365
Q4 2024 Reduced 5.84%
$830B
$2.3 Million 0.33% of portfolio
2,981
Q4 2024 Reduced 18.51%
$174B
$2.3 Million 0.33% of portfolio
4,621
Q4 2024 Reduced 0.65%
$61.2B
$2.2 Million 0.32% of portfolio
27,879
Q4 2024 Reduced 2.86%
$42.5B
$2.22 Million 0.32% of portfolio
27,500
Q4 2024 Added 27.39%
$64.6B
$2.11 Million 0.31% of portfolio
10,129
Q4 2024 Added 5.29%
$87.1B
$2.1 Million 0.31% of portfolio
19,536
Q4 2024 Reduced 0.95%
$627B
$2.05 Million 0.3% of portfolio
4,523
Q4 2024 Reduced 8.74%
$42.2B
$2.07 Million 0.3% of portfolio
24,458
Q4 2024 Reduced 5.58%
$222B
$2.01 Million 0.29% of portfolio
20,231
Q4 2024 Reduced 24.14%
$138B
$2.02 Million 0.29% of portfolio
28,136
Q4 2024 Added 0.62%
$89.6B
$1.94 Million 0.28% of portfolio
10,558
Q4 2024 Reduced 20.02%
$125B
$1.72 Million 0.25% of portfolio
8,104
Q4 2024 Reduced 25.29%
$396B
$1.66 Million 0.24% of portfolio
9,890
Q4 2024 Reduced 4.07%
$75.5B
$1.56 Million 0.23% of portfolio
3,222
Q4 2024 New
$22.1B
$1.59 Million 0.23% of portfolio
7,728
Q4 2024 Added 0.49%
$74.1B
$1.61 Million 0.23% of portfolio
5,349
Q4 2024 New
$205B
$1.46 Million 0.21% of portfolio
9,624
Q4 2024 Reduced 0.65%
$79.5B
$1.43 Million 0.21% of portfolio
11,456
Q4 2024 Reduced 4.55%
$152B
$1.35 Million 0.2% of portfolio
5,920
Q4 2024 Reduced 6.34%
$2.49B
$1.33 Million 0.19% of portfolio
49,119
Q4 2024 Added 1.01%

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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