Wealth Shield Partners, LLC Portfolio Holdings

Wealth Shield Partners, LLC

  • $761 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.2B
$4.25 Million 0.56% of portfolio
16,009
Q1 2025 Added 4.65%
$0
$3.88 Million 0.51% of portfolio
70,394
Q1 2025 Reduced 21.19%
$0
$3.86 Million 0.51% of portfolio
52,548
Q1 2025 Added 3.54%
$0
$3.84 Million 0.51% of portfolio
27,373
Q1 2025 Added 2.15%
$57.1B
$3.81 Million 0.5% of portfolio
20,037
Q1 2025 Added 97.82%
$0
$3.73 Million 0.49% of portfolio
29,332
Q1 2025 Added 29.72%
$0
$3.71 Million 0.49% of portfolio
39,569
Q1 2025 Reduced 6.66%
$144B
$3.74 Million 0.49% of portfolio
30,688
Q1 2025 Added 14.21%
$0
$3.55 Million 0.47% of portfolio
9,827
Q1 2025 Added 3.15%
$178B
$3.47 Million 0.46% of portfolio
76,500
Q1 2025 Added 2.51%
$436B
$3.32 Million 0.44% of portfolio
3,511
Q1 2025 Reduced 15.96%
$0
$3.32 Million 0.44% of portfolio
16,404
Q1 2025 Added 11.52%
$151B
$3.34 Million 0.44% of portfolio
47,100
Q1 2025 Added 14.1%
$0
$3.38 Million 0.44% of portfolio
32,563
Q1 2025 Added 126.21%
$0
$3.26 Million 0.43% of portfolio
29,421
Q1 2025 Added 0.57%
$205B
$3.29 Million 0.43% of portfolio
36,678
Q1 2025 Added 81.3%
$0
$3.15 Million 0.41% of portfolio
19,622
Q1 2025 Added 6.49%
$102B
$3.13 Million 0.41% of portfolio
18,720
Q1 2025 Added 14.04%
$0
$3.08 Million 0.4% of portfolio
16,527
Q1 2025 Added 3.57%
$0
$3.04 Million 0.4% of portfolio
110,099
Q1 2025 Added 0.06%
$1.46B
$3.04 Million 0.4% of portfolio
60,580
Q1 2025 Added 22.9%
$0
$3 Million 0.39% of portfolio
32,942
Q1 2025 Reduced 13.06%
$49.2B
$2.87 Million 0.38% of portfolio
38,472
Q1 2025 Added 39.9%
$100B
$2.83 Million 0.37% of portfolio
12,996
Q1 2025 Added 23.09%
$0
$2.82 Million 0.37% of portfolio
10,616
Q1 2025 Added 373.08%
$264B
$2.8 Million 0.37% of portfolio
10,444
Q1 2025 Added 21.98%
$0
$2.79 Million 0.37% of portfolio
11,414
Q1 2025 Added 4.29%
$0
$2.79 Million 0.37% of portfolio
106,377
Q1 2025 Added 1.34%
$0
$2.79 Million 0.37% of portfolio
34,692
Q1 2025 Added 1.51%
$47.4B
$2.79 Million 0.37% of portfolio
13,324
Q1 2025 Reduced 29.38%
$0
$2.76 Million 0.36% of portfolio
27,936
Q1 2025 Added 3.73%
$2.73B
$2.72 Million 0.36% of portfolio
95,023
Q1 2025 Added 93.45%
$767B
$2.71 Million 0.36% of portfolio
3,287
Q1 2025 Added 10.27%
$0
$2.63 Million 0.35% of portfolio
32,238
Q1 2025 Added 0.0%
$0
$2.62 Million 0.34% of portfolio
118,866
Q1 2025 Added 0.36%
$0
$2.59 Million 0.34% of portfolio
37,098
Q1 2025 Added 0.83%
$0
$2.51 Million 0.33% of portfolio
107,285
Q1 2025 Added 2.08%
$165B
$2.54 Million 0.33% of portfolio
4,995
Q1 2025 Added 8.09%
$0
$2.49 Million 0.33% of portfolio
23,817
Q1 2025 Added 19.18%
$135B
$2.45 Million 0.32% of portfolio
9,011
Q1 2025 Reduced 0.06%
$0
$2.46 Million 0.32% of portfolio
35,773
Q1 2025 Reduced 4.42%
$50.6B
$2.35 Million 0.31% of portfolio
16,394
Q1 2025 Added 5.69%
$0
$2.31 Million 0.3% of portfolio
51,146
Q1 2025 Reduced 7.56%
$0
$2.21 Million 0.29% of portfolio
43,937
Q1 2025 Reduced 1.91%
$145B
$2.17 Million 0.29% of portfolio
30,680
Q1 2025 Added 9.04%
$40.5B
$2.2 Million 0.29% of portfolio
26,700
Q1 2025 Added 9.17%
$0
$2.06 Million 0.27% of portfolio
27,151
Q1 2025 Added 0.51%
$0
$2.06 Million 0.27% of portfolio
41,391
Q1 2025 Added 13.03%
$0
$2.03 Million 0.27% of portfolio
9,124
Q1 2025 Reduced 0.38%

Summary

  • Portfolio
  • No. of Stocks 533
  • Current Value $761 Million
  • Prior Value $690 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 63 stocks
  • Additional Purchases 261 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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