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
$106B
$2.13 Million 0.27% of portfolio
6,981
Q2 2025 Reduced 1.43%
$78.6B
$2.14 Million 0.27% of portfolio
5,082
Q2 2025 Reduced 54.86%
$0
$2.16 Million 0.27% of portfolio
48,320
Q2 2025 Reduced 5.53%
$43.6B
$2.14 Million 0.27% of portfolio
26,316
Q2 2025 Reduced 31.6%
$0
$2.14 Million 0.27% of portfolio
42,472
Q2 2025 Reduced 3.33%
$0
$2.09 Million 0.26% of portfolio
54,740
Q2 2025 Reduced 2.46%
$0
$2.07 Million 0.26% of portfolio
28,455
Q2 2025 Reduced 1.7%
$0
$2.07 Million 0.26% of portfolio
39,476
Q2 2025 Reduced 4.63%
$0
$2.06 Million 0.26% of portfolio
3,626
Q2 2025 Reduced 2.26%
$0
$2.01 Million 0.25% of portfolio
47,790
Q2 2025 Reduced 3.12%
$0
$1.99 Million 0.25% of portfolio
3,606
Q2 2025 Reduced 9.21%
$0
$2.01 Million 0.25% of portfolio
26,487
Q2 2025 Reduced 2.45%
$47.6B
$1.98 Million 0.25% of portfolio
25,342
Q2 2025 New
$35.6B
$1.78 Million 0.22% of portfolio
30,958
Q2 2025 Added 4.9%
$0
$1.71 Million 0.22% of portfolio
32,714
Q2 2025 Reduced 8.44%
$27.4B
$1.72 Million 0.22% of portfolio
84,206
Q2 2025 Reduced 28.01%
$0
$1.74 Million 0.22% of portfolio
34,206
Q2 2025 Reduced 8.55%
$119B
$1.7 Million 0.21% of portfolio
7,125
Q2 2025 Reduced 29.11%
$0
$1.66 Million 0.21% of portfolio
27,633
Q2 2025 Added 13.82%
$368B
$1.66 Million 0.21% of portfolio
10,420
Q2 2025 Reduced 1.94%
$0
$1.59 Million 0.2% of portfolio
59,907
Q2 2025 Reduced 0.8%
$135B
$1.6 Million 0.2% of portfolio
6,970
Q2 2025 Added 2.44%
$56.3B
$1.48 Million 0.19% of portfolio
4,534
Q2 2025 Added 12.2%
$0
$1.5 Million 0.19% of portfolio
37,438
Q2 2025 Added 18.86%
$79.5B
$1.52 Million 0.19% of portfolio
12,138
Q2 2025 Added 2.66%
$0
$1.42 Million 0.18% of portfolio
6,558
Q2 2025 Reduced 7.79%
$113B
$1.41 Million 0.18% of portfolio
3,045
Q2 2025 Reduced 2.62%
$0
$1.47 Million 0.18% of portfolio
17,752
Q2 2025 Added 1.04%
$53.5B
$1.44 Million 0.18% of portfolio
23,108
Q2 2025 Reduced 14.99%
$202B
$1.4 Million 0.18% of portfolio
10,570
Q2 2025 Added 1.18%
$1.08T
$1.42 Million 0.18% of portfolio
4,463
Q2 2025 Added 29.18%
$54.3B
$1.47 Million 0.18% of portfolio
2,746
Q2 2025 Added 114.87%
$3.2B
$1.47 Million 0.18% of portfolio
47,995
Q2 2025 Reduced 49.49%
$0
$1.4 Million 0.18% of portfolio
20,899
Q2 2025 Added 42.56%
$0
$1.44 Million 0.18% of portfolio
29,280
Q2 2025 Added 7.23%
$1.24T
$1.45 Million 0.18% of portfolio
8,191
Q2 2025 Reduced 14.06%
$0
$1.37 Million 0.17% of portfolio
27,004
Q2 2025 Reduced 2.28%
$306B
$1.37 Million 0.17% of portfolio
19,426
Q2 2025 Reduced 3.01%
$0
$1.38 Million 0.17% of portfolio
10,236
Q2 2025 Added 71.06%
$442B
$1.35 Million 0.17% of portfolio
12,562
Q2 2025 Added 24.04%
$0
$1.39 Million 0.17% of portfolio
28,134
Q2 2025 Reduced 0.74%
$0
$1.35 Million 0.17% of portfolio
17,473
Q2 2025 Reduced 1.57%
$0
$1.32 Million 0.17% of portfolio
14,223
Q2 2025 Added 7.27%
$79.3B
$1.28 Million 0.16% of portfolio
7,695
Q2 2025 Added 9.07%
$0
$1.28 Million 0.16% of portfolio
18,196
Q2 2025 Added 2.79%
$0
$1.3 Million 0.16% of portfolio
25,923
Q2 2025 Reduced 3.54%
$0
$1.22 Million 0.15% of portfolio
11,858
Q2 2025 Added 351.56%
$0
$1.21 Million 0.15% of portfolio
10,800
Q1 2025 New
$0
$1.21 Million 0.15% of portfolio
62,100
Q2 2025 Added 6.99%

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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