Wealth Shield Partners, LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $640 Million distributed in 466 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 $35.3M, Schwab Strategic Tr Intl Eqty with a value of $19.9M, Schwab Strategic Tr Us Large C with a value of $15.9M, Ishares S&P 500 Growth ETF with a value of $14.9M, and Ishares Inc with a value of $13.7M.
Examining the 13F form we can see an increase of $39.5M in the current position value, from $600M to 640M.
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.