Wealth Shield Partners, LLC Portfolio Holdings

Wealth Shield Partners, LLC

  • $796 Million
  • Q2 2025

Wealth Shield Partners, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $796 Million distributed in 555 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 $28.8M, Schwab Strategic Tr Intl Eqty with a value of $18.7M, Schwab Strategic Tr Us Large C with a value of $17M, Vanguard Mega Cap Growth ETF with a value of $16.7M, and Ishares S&P 500 Growth ETF with a value of $16.1M.

Examining the 13F form we can see an increase of $35M in the current position value, from $761M to 796M.

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 $796 Million
ETFs: $526 Million
Technology: $90.2 Million
Financial Services: $45.1 Million
Consumer Cyclical: $31.4 Million
Communication Services: $27.8 Million
Industrials: $22.6 Million
Healthcare: $17 Million
Consumer Defensive: $13.9 Million
Other: $21.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.8 Million 3.62% of portfolio
46,361
Q2 2025 Reduced 28.3%
$0
$18.7 Million 2.35% of portfolio
846,559
Q2 2025 Reduced 2.28%
$0
$17 Million 2.13% of portfolio
580,655
Q2 2025 Reduced 0.11%
$0
$16.7 Million 2.09% of portfolio
45,473
Q2 2025 Added 0.81%
$0
$16.1 Million 2.02% of portfolio
146,208
Q2 2025 Reduced 8.74%
$3.95T
$15.5 Million 1.95% of portfolio
31,161
Q2 2025 Reduced 0.13%
$3.69T
$15.2 Million 1.91% of portfolio
74,221
Q2 2025 Added 4.78%
$456B
$14.4 Million 1.81% of portfolio
91,442
Q2 2025 Reduced 28.86%
$0
$14.3 Million 1.8% of portfolio
267,453
Q2 2025 Added 38.02%
$0
$13.5 Million 1.7% of portfolio
213,301
Q2 2025 Added 48.08%
$0
$13.6 Million 1.7% of portfolio
293,148
Q2 2025 Reduced 6.62%
$0
$13.3 Million 1.66% of portfolio
72,480
Q2 2025 Added 6.71%
$0
$12.5 Million 1.57% of portfolio
229,496
Q2 2025 Added 2.54%
$0
$12.4 Million 1.56% of portfolio
63,358
Q2 2025 Added 14.88%
$0
$11.9 Million 1.5% of portfolio
186,622
Q2 2025 Reduced 2.13%
$0
$11.8 Million 1.49% of portfolio
66,900
Q2 2025 Reduced 6.33%
$2.26T
$10.2 Million 1.28% of portfolio
46,419
Q2 2025 Added 1.36%
$0
$9.64 Million 1.21% of portfolio
348,502
Q2 2025 Reduced 1.48%
$0
$9.17 Million 1.15% of portfolio
69,930
Q2 2025 Added 1.58%
$859B
$9.13 Million 1.15% of portfolio
31,485
Q2 2025 Reduced 1.68%
$0
$8.58 Million 1.08% of portfolio
336,565
Q2 2025 Reduced 13.0%
$1.78T
$7.91 Million 0.99% of portfolio
10,719
Q2 2025 Added 3.4%
$0
$7.84 Million 0.98% of portfolio
17,880
Q2 2025 Added 4.6%
$93.6B
$7.72 Million 0.97% of portfolio
15,154
Q2 2025 Reduced 10.17%
$0
$7.27 Million 0.91% of portfolio
69,603
Q2 2025 Reduced 1.43%
$0
$7.22 Million 0.91% of portfolio
90,842
Q2 2025 Reduced 0.78%
$545B
$7.06 Million 0.89% of portfolio
5,274
Q2 2025 Reduced 6.62%
$0
$6.96 Million 0.87% of portfolio
75,465
Q2 2025 Reduced 16.04%
$1.21T
$6.5 Million 0.82% of portfolio
36,885
Q2 2025 Reduced 22.25%
$0
$6.35 Million 0.8% of portfolio
73,154
Q2 2025 Added 3.08%
$0
$6.22 Million 0.78% of portfolio
34,220
Q2 2025 Reduced 3.03%
$0
$6.22 Million 0.78% of portfolio
55,512
Q2 2025 Reduced 5.93%
$0
$5.91 Million 0.74% of portfolio
74,089
Q2 2025 Added 10.52%
$0
$5.77 Million 0.72% of portfolio
9,342
Q2 2025 Reduced 16.57%
$0
$5.54 Million 0.7% of portfolio
21,888
Q2 2025 Reduced 1.16%
$281B
$5.34 Million 0.67% of portfolio
54,642
Q2 2025 Reduced 44.78%
$127B
$5.37 Million 0.67% of portfolio
19,481
Q2 2025 Added 4.07%
$0
$5.36 Million 0.67% of portfolio
230,787
Q2 2025 Reduced 23.66%
$0
$5.35 Million 0.67% of portfolio
60,301
Q2 2025 Added 12.24%
$182B
$5.34 Million 0.67% of portfolio
57,244
Q2 2025 Reduced 2.37%
$405B
$5.31 Million 0.67% of portfolio
14,481
Q2 2025 Added 4.25%
$621B
$5.23 Million 0.66% of portfolio
10,767
Q2 2025 Added 9.78%
$551B
$5.05 Million 0.63% of portfolio
14,236
Q2 2025 Reduced 1.3%
$0
$4.89 Million 0.61% of portfolio
18,375
Q2 2025 Added 73.09%
$0
$4.62 Million 0.58% of portfolio
62,703
Q2 2025 Added 19.33%
$102B
$4.48 Million 0.56% of portfolio
10,235
Q2 2025 Reduced 46.54%
$0
$4.42 Million 0.56% of portfolio
29,392
Q2 2025 Added 0.2%
$185B
$4.38 Million 0.55% of portfolio
51,488
Q2 2025 Added 9.32%
$0
$4.32 Million 0.54% of portfolio
42,558
Q2 2025 Added 30.69%

Summary

  • Portfolio
  • No. of Stocks 555
  • Current Value $796 Million
  • Prior Value $761 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 45 stocks
  • Additional Purchases 169 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 210 stocks
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