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 Market Cap. of $10 Billions to $200 Billions
