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
$271,000 0.04% of portfolio
15,813
Q1 2025 Added 218.68%
$0
$271,000 0.04% of portfolio
2,626
Q1 2025 New
$59B
$285,000 0.04% of portfolio
1,171
Q1 2025 New
$80.2B
$312,000 0.04% of portfolio
2,125
Q1 2025 Added 0.62%
$0
$269,000 0.04% of portfolio
6,613
Q1 2025 New
$0
$342,000 0.04% of portfolio
2,967
Q1 2025 Added 5.14%
$120B
$310,000 0.04% of portfolio
1,822
Q1 2025 Reduced 8.3%
$0
$341,000 0.04% of portfolio
10,360
Q1 2025 Added 0.14%
$269B
$284,000 0.04% of portfolio
4,617
Q1 2025 Added 15.92%
$0
$301,000 0.04% of portfolio
7,329
Q1 2025 Reduced 16.44%
$15.6B
$316,000 0.04% of portfolio
2,306
Q1 2025 Reduced 0.43%
$24.8B
$327,000 0.04% of portfolio
9,073
Q1 2025 Added 0.07%
$119B
$297,000 0.04% of portfolio
984
Q1 2025 New
$162B
$274,000 0.04% of portfolio
3,501
Q1 2025 New
$0
$287,000 0.04% of portfolio
9,631
Q2 2024 Added 4,715.5%
$0
$277,000 0.04% of portfolio
4,054
Q1 2025 New
$0
$325,000 0.04% of portfolio
10,603
Q1 2025 Added 41.09%
$0
$271,000 0.04% of portfolio
7,566
Q1 2025 New
$0
$318,000 0.04% of portfolio
11,210
Q1 2025 New
$0
$315,000 0.04% of portfolio
37,443
Q1 2025 Added 3.15%
$0
$220,000 0.03% of portfolio
2,702
Q1 2025 Added 88.56%
$0
$216,000 0.03% of portfolio
7,387
Q1 2025 Added 10.27%
$0
$206,000 0.03% of portfolio
3,324
Q1 2025 Reduced 5.54%
$59.5B
$213,000 0.03% of portfolio
1,725
Q1 2025 New
$42.2B
$202,000 0.03% of portfolio
4,108
Q1 2025 Added 11.51%
$0
$245,000 0.03% of portfolio
3,704
Q1 2025 Added 8.69%
$0
$195,000 0.03% of portfolio
2,425
Q1 2025 Added 86.11%
$0
$192,000 0.03% of portfolio
10,294
Q1 2025 Added 0.11%
$0
$204,000 0.03% of portfolio
4,296
Q1 2025 Added 150.93%
$19.4B
$230,000 0.03% of portfolio
15,000
Q2 2024 New
$5.18B
$238,000 0.03% of portfolio
6,050
Q1 2025 New
$134B
$254,000 0.03% of portfolio
1,093
Q1 2025 Added 25.2%
$569B
$262,000 0.03% of portfolio
1,875
Q1 2025 Added 27.2%
$0
$248,000 0.03% of portfolio
9,860
Q1 2025 Added 0.97%
$222B
$251,000 0.03% of portfolio
2,159
Q1 2025 New
$0
$258,000 0.03% of portfolio
12,002
Q1 2025 Reduced 17.08%
$0
$208,000 0.03% of portfolio
8,792
Q1 2025 Added 2.03%
$0
$193,000 0.03% of portfolio
4,321
Q1 2025 Added 4.9%
$96.8B
$226,000 0.03% of portfolio
2,460
Q1 2025 New
$0
$237,000 0.03% of portfolio
5,279
Q1 2025 Reduced 75.89%
$65B
$200,000 0.03% of portfolio
2,308
Q1 2025 New
$58.4B
$258,000 0.03% of portfolio
1,117
Q1 2025 Added 11.7%
$0
$216,000 0.03% of portfolio
11,595
Q1 2025 New
$95.5B
$221,000 0.03% of portfolio
6,542
Q1 2025 New
$98B
$209,000 0.03% of portfolio
1,502
Q1 2025 Reduced 7.85%
$145B
$225,000 0.03% of portfolio
2,234
Q1 2025 New
$0
$251,000 0.03% of portfolio
2,000
Q3 2024 Reduced 16.84%
$0
$205,000 0.03% of portfolio
3,432
Q1 2025 Reduced 28.49%
$0
$216,000 0.03% of portfolio
4,543
Q1 2025 Added 27.22%

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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