Wealth Shield Partners, LLC Portfolio Holdings

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

Wealth Shield Partners, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $721 Million distributed in 485 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 $37.5M, Schwab Strategic Tr Intl Eqty with a value of $20.7M, Schwab Strategic Tr Us Large C with a value of $15.5M, Ishares Core Total Usd Bond Ma with a value of $15.4M, and Ishares S&P 500 Growth ETF with a value of $14.9M.

Examining the 13F form we can see an increase of $81.6M in the current position value, from $640M to 721M.

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 $721 Million
ETFs: $497 Million
Technology: $65.6 Million
Financial Services: $32.3 Million
Industrials: $22.5 Million
Consumer Cyclical: $22 Million
Communication Services: $21.6 Million
Healthcare: $21.2 Million
Consumer Defensive: $14.3 Million
Other: $22.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.5 Million 5.2% of portfolio
65,048
Q3 2024 Added 0.96%
$0
$20.7 Million 2.87% of portfolio
503,833
Q3 2024 Reduced 2.78%
$0
$15.5 Million 2.16% of portfolio
149,229
Q3 2024 Reduced 5.41%
$0
$15.4 Million 2.14% of portfolio
327,554
Q3 2024 Added 14.53%
$0
$14.9 Million 2.07% of portfolio
155,553
Q3 2024 Reduced 3.58%
$0
$13.3 Million 1.85% of portfolio
212,304
Q3 2024 Added 28.35%
$0
$12.7 Million 1.77% of portfolio
39,539
Q3 2024 Added 10.93%
$0
$12.3 Million 1.7% of portfolio
228,943
Q3 2024 Reduced 10.72%
$0
$11.2 Million 1.55% of portfolio
226,107
Q3 2024 Added 0.75%
$0
$10.4 Million 1.44% of portfolio
57,866
Q3 2024 Added 2.55%
$0
$10.3 Million 1.42% of portfolio
216,183
Q3 2024 Added 6.75%
$0
$10.1 Million 1.39% of portfolio
57,577
Q3 2024 Added 0.41%
$0
$9.89 Million 1.37% of portfolio
54,291
Q3 2024 Added 26.18%
$0
$9.25 Million 1.28% of portfolio
85,937
Q3 2024 Reduced 4.41%
$0
$9.07 Million 1.26% of portfolio
83,476
Q3 2024 Added 4.23%
$0
$9.02 Million 1.25% of portfolio
112,173
Q3 2024 Added 2.51%
$0
$8.76 Million 1.21% of portfolio
38,802
Q3 2024 Added 40.11%
$0
$8.61 Million 1.19% of portfolio
67,111
Q3 2024 Added 15.87%
$0
$7.65 Million 1.06% of portfolio
38,797
Q3 2024 Added 5.64%
$0
$6.89 Million 0.96% of portfolio
84,829
Q3 2024 Added 3.89%
$0
$6.22 Million 0.86% of portfolio
16,198
Q3 2024 Added 3.97%
$0
$6.16 Million 0.85% of portfolio
65,103
Q3 2024 Added 281.61%
$0
$5.91 Million 0.82% of portfolio
32,993
Q3 2024 Added 21.19%
$0
$5.56 Million 0.77% of portfolio
69,998
Q3 2024 Added 5.27%
$0
$5.23 Million 0.73% of portfolio
85,585
Q3 2024 Added 32.83%
$0
$5.28 Million 0.73% of portfolio
60,825
Q3 2024 Added 6.54%
$0
$5.01 Million 0.69% of portfolio
57,131
Q3 2024 Reduced 5.72%
$0
$4.75 Million 0.66% of portfolio
50,985
Q3 2024 Added 6.82%
$0
$4.52 Million 0.63% of portfolio
42,370
Q3 2024 Reduced 16.0%
$0
$4.17 Million 0.58% of portfolio
27,519
Q3 2024 Reduced 10.35%
$0
$3.96 Million 0.55% of portfolio
30,030
Q3 2024 Added 29.88%
$0
$3.97 Million 0.55% of portfolio
52,849
Q3 2024 Added 25.06%
$0
$3.78 Million 0.52% of portfolio
39,497
Q3 2024 Added 1.14%
$0
$3.77 Million 0.52% of portfolio
53,330
Q3 2024 Added 1.43%
$0
$3.77 Million 0.52% of portfolio
10,052
Q3 2024 Added 0.23%
$0
$3.7 Million 0.51% of portfolio
29,991
Q3 2024 Reduced 2.73%
$0
$3.68 Million 0.51% of portfolio
37,480
Q3 2024 Added 2.0%
$0
$3.53 Million 0.49% of portfolio
17,581
Q3 2024 Added 14.65%
$0
$3.45 Million 0.48% of portfolio
6,016
Q3 2024 Added 45.17%
$0
$3.39 Million 0.47% of portfolio
116,123
Q3 2024 Reduced 4.99%
$0
$3.23 Million 0.45% of portfolio
45,565
Q3 2024 Reduced 1.21%
$0
$3.04 Million 0.42% of portfolio
18,159
Q3 2024 Added 3.04%
$0
$3 Million 0.42% of portfolio
35,640
Q3 2024 Reduced 1.15%
$0
$2.81 Million 0.39% of portfolio
33,826
Q3 2024 Added 0.21%
$0
$2.79 Million 0.39% of portfolio
23,897
Q3 2024 Added 12.68%
$0
$2.72 Million 0.38% of portfolio
11,177
Q3 2024 Added 5.52%
$0
$2.72 Million 0.38% of portfolio
40,160
Q3 2024 Added 0.14%
$0
$2.68 Million 0.37% of portfolio
32,337
Q3 2024 Reduced 2.23%
$0
$2.69 Million 0.37% of portfolio
52,181
Q3 2024 Added 0.13%

Summary

  • Portfolio
  • No. of Stocks 485
  • Current Value $721 Million
  • Prior Value $640 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 41 stocks
  • Additional Purchases 221 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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