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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.7B
$320,000 0.04% of portfolio
2,342
Q3 2024 Reduced 1.64%
$167B
$264,000 0.04% of portfolio
977
Q3 2024 New
$113B
$259,000 0.04% of portfolio
2,661
Q3 2024 New
$23.6B
$319,000 0.04% of portfolio
2,957
Q3 2024 Added 25.51%
$124B
$270,000 0.04% of portfolio
976
Q3 2024 Added 14.02%
$83.6B
$302,000 0.04% of portfolio
1,992
Q3 2024 Reduced 8.54%
$69.8B
$245,000 0.03% of portfolio
3,905
Q3 2024 Added 2.9%
$100B
$235,000 0.03% of portfolio
4,614
Q3 2024 Added 0.26%
$88.8B
$205,000 0.03% of portfolio
6,542
Q4 2023 Added 1.47%
$129B
$249,000 0.03% of portfolio
1,630
Q2 2024 Reduced 5.78%
$63.3B
$205,000 0.03% of portfolio
2,866
Q3 2024 New
$53B
$209,000 0.03% of portfolio
1,164
Q3 2024 New
$120B
$239,000 0.03% of portfolio
829
Q3 2024 New
$143B
$210,000 0.03% of portfolio
1,998
Q3 2024 New
$147B
$205,000 0.03% of portfolio
3,174
Q3 2024 Reduced 88.12%
$95.7B
$203,000 0.03% of portfolio
2,254
Q3 2024 New
$169B
$223,000 0.03% of portfolio
1,794
Q3 2024 New
$25.5B
$180,000 0.02% of portfolio
12,273
Q3 2024 Added 0.29%

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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