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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$15.7 Million 2.07% of portfolio
70,833
Q1 2025 Added 19.82%
$431B
$13.9 Million 1.83% of portfolio
128,543
Q1 2025 Added 73.69%
$3.81T
$11.7 Million 1.54% of portfolio
31,200
Q1 2025 Added 30.26%
$258B
$8.69 Million 1.14% of portfolio
98,960
Q1 2025 Added 87.32%
$2.28T
$8.71 Million 1.14% of portfolio
45,795
Q1 2025 Added 17.32%
$850B
$7.85 Million 1.03% of portfolio
32,022
Q1 2025 Added 9.45%
$1.07T
$7.34 Million 0.96% of portfolio
47,443
Q1 2025 Added 14.44%
$104B
$6.45 Million 0.85% of portfolio
19,144
Q1 2025 Added 94.06%
$1.62T
$5.98 Million 0.78% of portfolio
10,367
Q1 2025 Added 11.31%
$101B
$5.95 Million 0.78% of portfolio
16,870
Q1 2025 Added 2.72%
$631B
$5.22 Million 0.69% of portfolio
9,808
Q1 2025 Added 116.85%
$567B
$5.27 Million 0.69% of portfolio
5,648
Q1 2025 Added 15.45%
$368B
$5.09 Million 0.67% of portfolio
13,891
Q1 2025 Added 6.99%
$572B
$5.05 Million 0.66% of portfolio
14,423
Q1 2025 Added 9.03%
$70.3B
$4.93 Million 0.65% of portfolio
11,259
Q1 2025 Added 109.86%
$269B
$4.68 Million 0.61% of portfolio
8,932
Q1 2025 Added 14.69%
$58.7B
$4.32 Million 0.57% of portfolio
25,326
Q1 2025 Added 11.27%
$179B
$4.27 Million 0.56% of portfolio
58,636
Q1 2025 New
$75B
$4.3 Million 0.56% of portfolio
53,642
Q1 2025 Added 92.41%
$99.9B
$4.25 Million 0.56% of portfolio
16,009
Q1 2025 Added 4.65%
$59B
$3.81 Million 0.5% of portfolio
20,037
Q1 2025 Added 97.82%
$142B
$3.74 Million 0.49% of portfolio
30,688
Q1 2025 Added 14.21%
$172B
$3.47 Million 0.46% of portfolio
76,500
Q1 2025 Added 2.51%
$422B
$3.32 Million 0.44% of portfolio
3,511
Q1 2025 Reduced 15.96%
$180B
$3.34 Million 0.44% of portfolio
47,100
Q1 2025 Added 14.1%
$207B
$3.29 Million 0.43% of portfolio
36,678
Q1 2025 Added 81.3%
$90.4B
$3.09 Million 0.41% of portfolio
25,373
Q1 2025 Added 29.88%
$116B
$3.13 Million 0.41% of portfolio
18,720
Q1 2025 Added 14.04%
$1.48B
$3.04 Million 0.4% of portfolio
60,580
Q1 2025 Added 22.9%
$49.1B
$2.87 Million 0.38% of portfolio
38,472
Q1 2025 Added 39.9%
$104B
$2.83 Million 0.37% of portfolio
12,996
Q1 2025 Added 23.09%
$260B
$2.8 Million 0.37% of portfolio
10,444
Q1 2025 Added 21.98%
$50.8B
$2.79 Million 0.37% of portfolio
13,324
Q1 2025 Reduced 29.38%
$2.94B
$2.72 Million 0.36% of portfolio
95,023
Q1 2025 Added 93.45%
$724B
$2.71 Million 0.36% of portfolio
3,287
Q1 2025 Added 10.27%
$171B
$2.54 Million 0.33% of portfolio
4,995
Q1 2025 Added 8.09%
$152B
$2.45 Million 0.32% of portfolio
9,011
Q1 2025 Reduced 0.06%
$50.8B
$2.35 Million 0.31% of portfolio
16,394
Q1 2025 Added 5.69%
$148B
$2.17 Million 0.29% of portfolio
30,680
Q1 2025 Added 9.04%
$41.3B
$2.2 Million 0.29% of portfolio
26,700
Q1 2025 Added 9.17%
$124B
$2.03 Million 0.27% of portfolio
10,051
Q1 2025 Added 24.03%
$530B
$2 Million 0.26% of portfolio
3,641
Q1 2025 New
$221B
$1.87 Million 0.25% of portfolio
6,002
Q1 2025 Added 32.17%
$26.8B
$1.8 Million 0.24% of portfolio
116,969
Q1 2025 Added 119.8%
$369B
$1.81 Million 0.24% of portfolio
10,626
Q1 2025 Added 7.44%
$90.1B
$1.66 Million 0.22% of portfolio
3,869
Q1 2025 Added 20.08%
$34.8B
$1.71 Million 0.22% of portfolio
29,513
Q1 2025 Added 19.94%
$88B
$1.67 Million 0.22% of portfolio
6,585
Q1 2025 Added 23.11%
$200B
$1.57 Million 0.21% of portfolio
10,447
Q1 2025 Added 8.55%

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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