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
$0
$1.06 Million 0.14% of portfolio
5,630
Q1 2025 Reduced 5.31%
$0
$1.03 Million 0.14% of portfolio
30,223
Q1 2025 Added 2.29%
$337B
$1.04 Million 0.14% of portfolio
4,964
Q1 2025 Added 8.12%
$0
$1.09 Million 0.14% of portfolio
58,042
Q1 2025 Reduced 0.73%
$83.2B
$1.03 Million 0.13% of portfolio
7,055
Q1 2025 Added 10.82%
$0
$970,000 0.13% of portfolio
53,727
Q1 2025 Reduced 0.21%
$0
$1.02 Million 0.13% of portfolio
13,003
Q1 2025 Reduced 4.85%
$0
$995,000 0.13% of portfolio
29,954
Q1 2025 Added 82.45%
$199B
$972,000 0.13% of portfolio
34,401
Q1 2025 Added 4.72%
$0
$1.03 Million 0.13% of portfolio
20,168
Q1 2025 Added 19.99%
$0
$979,000 0.13% of portfolio
10,800
Q1 2025 New
$406B
$991,000 0.13% of portfolio
5,980
Q1 2025 Added 9.22%
$0
$963,000 0.13% of portfolio
9,756
Q1 2025 Added 0.52%
$0
$978,000 0.13% of portfolio
11,974
Q1 2025 Added 5.87%
$1.04T
$895,000 0.12% of portfolio
3,455
Q1 2025 Added 56.12%
$0
$931,000 0.12% of portfolio
40,375
Q1 2025 Added 5.13%
$0
$925,000 0.12% of portfolio
3,369
Q1 2025 Reduced 17.45%
$0
$889,000 0.12% of portfolio
14,660
Q1 2025 Reduced 5.21%
$0
$917,000 0.12% of portfolio
23,705
Q1 2025 New
$397M
$893,000 0.12% of portfolio
12,391
Q1 2025 Added 0.51%
$0
$933,000 0.12% of portfolio
29,199
Q1 2025 Added 5.84%
$0
$943,000 0.12% of portfolio
4,255
Q1 2025 Added 34.06%
$0
$823,000 0.11% of portfolio
19,179
Q1 2025 Added 4.99%
$0
$840,000 0.11% of portfolio
7,320
Q1 2025 Reduced 0.35%
$0
$813,000 0.11% of portfolio
67,093
Q1 2025 Reduced 9.63%
$0
$852,000 0.11% of portfolio
6,989
Q1 2025 Reduced 40.1%
$0
$741,000 0.1% of portfolio
18,355
Q1 2025 Reduced 3.82%
$0
$795,000 0.1% of portfolio
4,678
Q1 2025 Added 1.72%
$0
$759,000 0.1% of portfolio
3,018
Q1 2025 Added 0.7%
$278B
$762,000 0.1% of portfolio
10,621
Q1 2025 Added 41.39%
$0
$791,000 0.1% of portfolio
6,532
Q1 2025 Added 100.18%
$0
$770,000 0.1% of portfolio
41,918
Q1 2025 Added 2.53%
$0
$730,000 0.1% of portfolio
5,984
Q1 2025 Reduced 13.85%
$0
$733,000 0.1% of portfolio
41,090
Q1 2025 Added 4.77%
$0
$775,000 0.1% of portfolio
7,959
Q4 2024 Reduced 1.63%
$0
$751,000 0.1% of portfolio
7,117
Q1 2025 Reduced 34.08%
$286B
$762,000 0.1% of portfolio
4,555
Q1 2025 Added 2.94%
$27.2B
$665,000 0.09% of portfolio
359
Q1 2025 Added 3.16%
$356B
$665,000 0.09% of portfolio
15,959
Q1 2025 Added 120.89%
$0
$677,000 0.09% of portfolio
8,099
Q1 2025 Added 5.28%
$176B
$710,000 0.09% of portfolio
4,625
Q1 2025 New
$0
$687,000 0.09% of portfolio
7,598
Q1 2025 Added 1.31%
$103B
$656,000 0.09% of portfolio
10,763
Q1 2025 Added 0.77%
$0
$648,000 0.09% of portfolio
8,568
Q1 2025 Added 6.89%
$0
$714,000 0.09% of portfolio
33,222
Q1 2025 Added 5.76%
$0
$689,000 0.09% of portfolio
18,924
Q1 2025 Reduced 0.89%
$0
$686,000 0.09% of portfolio
20,019
Q4 2024 Added 2,870.18%
$0
$594,000 0.08% of portfolio
6,236
Q1 2025 Reduced 5.89%
$137B
$618,000 0.08% of portfolio
24,403
Q1 2025 Added 6.36%

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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