Wealth Shield Partners, LLC Portfolio Holdings

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

Wealth Shield Partners, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $690 Million distributed in 489 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 $34.9M, Schwab Strategic Tr Intl Eqty with a value of $16M, Schwab Strategic Tr Us Large C with a value of $15.9M, Ishares S&P 500 Growth ETF with a value of $15.7M, and Apple Inc. with a value of $14.8M.

Examining the 13F form we can see an decrease of $31.7M in the current position value, from $721M to 690M.

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 $690 Million
ETFs: $476 Million
Technology: $71 Million
Financial Services: $32.4 Million
Consumer Cyclical: $22.9 Million
Communication Services: $22.7 Million
Industrials: $19.7 Million
Healthcare: $14.3 Million
Consumer Defensive: $13.2 Million
Other: $16.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.9B
$3.64 Million 0.53% of portfolio
9,865
Q4 2024 Reduced 4.35%
$0
$3.65 Million 0.53% of portfolio
50,753
Q4 2024 Reduced 3.97%
$94.3B
$3.55 Million 0.52% of portfolio
15,298
Q4 2024 Added 1.27%
$97.6B
$3.61 Million 0.52% of portfolio
24,210
Q4 2024 Reduced 2.68%
$0
$3.31 Million 0.48% of portfolio
37,891
Q4 2024 Added 1.1%
$137B
$3.25 Million 0.47% of portfolio
26,870
Q4 2024 Added 2.6%
$0
$3.15 Million 0.46% of portfolio
22,611
Q4 2024 Reduced 24.71%
$0
$3.16 Million 0.46% of portfolio
15,957
Q4 2024 Reduced 9.24%
$167B
$3.12 Million 0.45% of portfolio
25,797
Q4 2024 Added 18.87%
$0
$3 Million 0.44% of portfolio
34,177
Q4 2024 Added 5.69%
$116B
$3.02 Million 0.44% of portfolio
6,222
Q4 2024 Reduced 3.2%
$0
$3.04 Million 0.44% of portfolio
14,709
Q4 2024 Added 425.13%
$0
$2.99 Million 0.43% of portfolio
30,030
Q4 2024 Reduced 29.12%
$189B
$2.98 Million 0.43% of portfolio
74,624
Q4 2024 Reduced 0.77%
$0
$2.98 Million 0.43% of portfolio
18,426
Q4 2024 Added 1.47%
$0
$2.98 Million 0.43% of portfolio
5,078
Q4 2024 Reduced 15.59%
$1.38B
$2.97 Million 0.43% of portfolio
49,291
Q4 2024 Added 4.22%
$0
$2.91 Million 0.42% of portfolio
104,969
Q4 2024 Added 210.32%
$0
$2.93 Million 0.42% of portfolio
110,031
Q4 2024 Reduced 5.25%
$268B
$2.86 Million 0.42% of portfolio
8,562
Q4 2024 Reduced 6.98%
$136B
$2.91 Million 0.42% of portfolio
41,281
Q4 2024 Added 3.41%
$40.9B
$2.75 Million 0.4% of portfolio
15,512
Q4 2024 Reduced 3.0%
$0
$2.78 Million 0.4% of portfolio
10,945
Q4 2024 Reduced 2.08%
$0
$2.75 Million 0.4% of portfolio
118,438
Q4 2024 Added 194.92%
$0
$2.72 Million 0.39% of portfolio
105,102
Q4 2024 Added 101.42%
$0
$2.65 Million 0.38% of portfolio
4,911
Q4 2024 Added 15.72%
$0
$2.61 Million 0.38% of portfolio
26,932
Q4 2024 Added 4.7%
$0
$2.52 Million 0.37% of portfolio
55,329
Q4 2024 Added 129.45%
$72.3B
$2.48 Million 0.36% of portfolio
5,365
Q4 2024 Reduced 5.84%
$0
$2.45 Million 0.36% of portfolio
32,237
Q4 2024 Reduced 9.55%
$0
$2.39 Million 0.35% of portfolio
36,794
Q4 2024 Reduced 31.01%
$0
$2.41 Million 0.35% of portfolio
37,429
Q4 2024 Reduced 17.86%
$0
$2.3 Million 0.33% of portfolio
19,984
Q4 2024 Reduced 16.37%
$0
$2.25 Million 0.33% of portfolio
44,792
Q4 2024 Added 17.81%
$782B
$2.3 Million 0.33% of portfolio
2,981
Q4 2024 Reduced 18.51%
$164B
$2.3 Million 0.33% of portfolio
4,621
Q4 2024 Reduced 0.65%
$0
$2.23 Million 0.32% of portfolio
9,159
Q4 2024 Added 23.52%
$54.9B
$2.2 Million 0.32% of portfolio
27,879
Q4 2024 Reduced 2.86%
$44.8B
$2.22 Million 0.32% of portfolio
27,500
Q4 2024 Added 27.39%
$49.9B
$2.11 Million 0.31% of portfolio
10,129
Q4 2024 Added 5.29%
$91.9B
$2.1 Million 0.31% of portfolio
19,536
Q4 2024 Reduced 0.95%
$683B
$2.05 Million 0.3% of portfolio
4,523
Q4 2024 Reduced 8.74%
$40.7B
$2.07 Million 0.3% of portfolio
24,458
Q4 2024 Reduced 5.58%
$0
$2.02 Million 0.29% of portfolio
27,013
Q4 2024 Reduced 68.16%
$226B
$2.01 Million 0.29% of portfolio
20,231
Q4 2024 Reduced 24.14%
$138B
$2.02 Million 0.29% of portfolio
28,136
Q4 2024 Added 0.62%
$0
$2.01 Million 0.29% of portfolio
37,631
Q4 2024 Reduced 23.24%
$100B
$1.94 Million 0.28% of portfolio
10,558
Q4 2024 Reduced 20.02%
$0
$1.91 Million 0.28% of portfolio
27,755
Q4 2024 Reduced 0.5%

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $690 Million
  • Prior Value $721 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 36 stocks
  • Additional Purchases 138 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 215 stocks
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