Wealth Shield Partners, LLC Portfolio Holdings
Wealth Shield Partners, LLC
- $600 Million
- Q1 2024
Wealth Shield Partners, LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $600 Million distributed in 475 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 $39.2M, Schwab Strategic Tr Intl Eqty with a value of $20M, Schwab Strategic Tr Us Large C with a value of $14.8M, Ishares Core Total Usd Bond Ma with a value of $13M, and Ishares Inc with a value of $11M.
Examining the 13F form we can see an increase of $12.9M in the current position value, from $587M to 600M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 475
- Current Value $600 Million
- Prior Value $587 Million
- Filing
- Period Q1 2024
- Filing Date April 29, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 42 stocks
- Additional Purchases 123 stocks
- Sold out of 0 stocks
- Reduced holdings in 215 stocks