Wealth Shield Partners, LLC Portfolio Holdings by Sector

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV SCHF SCHG IUSB IVW DGRO MGK IEMG 338 stocks	$494,903 68.78% of portfolio	158	73	15	-	1 Calls 0 Puts
Semiconductors \| Technology NVDA AMD AVGO ADI NXPI 5 stocks	$21,317 2.96% of portfolio	5	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD PANW ADBE ORCL 5 stocks	$20,366 2.83% of portfolio	4	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$14,753 2.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$13,623 1.89% of portfolio	3	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY AMGN MRK JNJ ABBV PFE BMY 7 stocks	$12,464 1.73% of portfolio	6	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM C WFC BAC RY 5 stocks	$10,376 1.44% of portfolio	4	1	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE CME SPGI 3 stocks	$9,730 1.35% of portfolio	3	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LHX LMT RTX BA 4 stocks	$8,978 1.25% of portfolio	3	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST TGT 3 stocks	$8,735 1.21% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$7,702 1.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE PEG DUK PPL SO 5 stocks	$7,460 1.04% of portfolio	4	1	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT JCI 2 stocks	$6,236 0.87% of portfolio	2	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT DLR 2 stocks	$5,656 0.79% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$5,608 0.78% of portfolio	1	1	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CI CVS 3 stocks	$5,058 0.7% of portfolio	3	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG MCD YUM SBUX 4 stocks	$4,993 0.69% of portfolio	3	-	2	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T CMCSA 3 stocks	$4,353 0.6% of portfolio	3	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP 3 stocks	$4,240 0.59% of portfolio	3	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS FISV IBM 3 stocks	$3,861 0.54% of portfolio	2	1	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$3,612 0.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN GE 2 stocks	$3,590 0.5% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy FANG DVN OXY COP 4 stocks	$3,449 0.48% of portfolio	3	1	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$3,078 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$2,940 0.41% of portfolio	2	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NFJ BTZ RMT BX QQQX BK MUI BOE 12 stocks	$2,932 0.41% of portfolio	5	5	1	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$2,772 0.39% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$2,533 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$2,519 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare STE ZBH ABT 3 stocks	$2,476 0.34% of portfolio	3	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,281 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC FCNCA HBAN 3 stocks	$1,962 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX BP 3 stocks	$1,957 0.27% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG COTY 2 stocks	$1,877 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$1,556 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate CTRE 1 stocks	$1,500 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM VPL 2 stocks	$1,251 0.17% of portfolio	2	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYR 2 stocks	$1,137 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX DGX 2 stocks	$961 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS FDX 2 stocks	$732 0.1% of portfolio	2	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$708 0.1% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$659 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW 2 stocks	$524 0.07% of portfolio	1	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$437 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$425 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$320 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$270 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare TEVA 1 stocks	$270 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$239 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy LNG 1 stocks	$209 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

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Wealth Shield Partners, LLC Portfolio Holdings by Sector

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