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 Market Cap. of $10 Billions to $200 Billions
