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
$0
$205,000 0.03% of portfolio
10,814
Q2 2025 Added 5.05%
$147B
$241,000 0.03% of portfolio
2,247
Q2 2025 Added 0.58%
$57.4B
$273,000 0.03% of portfolio
1,123
Q2 2025 Added 0.54%
$38.3B
$230,000 0.03% of portfolio
1,370
Q2 2025 New
$0
$226,000 0.03% of portfolio
2,730
Q2 2025 Added 1.04%
$0
$220,000 0.03% of portfolio
2,006
Q2 2025 Added 5.19%
$0
$218,000 0.03% of portfolio
8,263
Q2 2025 Reduced 6.02%
$0
$273,000 0.03% of portfolio
11,477
Q2 2025 Reduced 4.37%
$179B
$258,000 0.03% of portfolio
2,837
Q2 2025 Reduced 18.97%
$146B
$273,000 0.03% of portfolio
1,174
Q2 2025 Added 17.05%
$123B
$223,000 0.03% of portfolio
1,491
Q2 2025 Reduced 0.73%
$0
$218,000 0.03% of portfolio
2,510
Q2 2025 Added 3.51%
$188B
$205,000 0.03% of portfolio
1,564
Q2 2025 New
$0
$196,000 0.02% of portfolio
4,183
Q2 2025 Reduced 3.19%
$0
$168,000 0.02% of portfolio
3,951
Q2 2025 Reduced 0.25%
$0
$179,000 0.02% of portfolio
1,524
Q2 2025 New
$302M
$143,000 0.02% of portfolio
70,154
Q1 2025 New
$0
$125,000 0.02% of portfolio
1,621
Q2 2025 Added 0.25%
$0
$120,000 0.02% of portfolio
3,630
Q2 2025 Reduced 50.86%
$0
$120,000 0.02% of portfolio
4,963
Q2 2025 Reduced 0.3%
$0
$188,000 0.02% of portfolio
1,387
Q2 2025 Added 1.31%
$0
$141,000 0.02% of portfolio
4,100
Q4 2024 Added 925.0%
$0
$127,000 0.02% of portfolio
2,154
Q2 2025 Reduced 0.46%
$0
$161,000 0.02% of portfolio
3,912
Q4 2024 New
$0
$138,000 0.02% of portfolio
1,836
Q2 2025 Added 0.05%
$0
$165,000 0.02% of portfolio
1,750
Q2 2023 Reduced 2.23%
$0
$183,000 0.02% of portfolio
4,822
Q2 2025 Reduced 88.52%
$0
$156,000 0.02% of portfolio
1,179
Q2 2025 Added 31.88%
$0
$189,000 0.02% of portfolio
3,901
Q2 2025 Added 18.97%
$0
$173,000 0.02% of portfolio
3,206
Q1 2023 New
$0
$172,000 0.02% of portfolio
8,212
Q2 2025 Reduced 2.86%
$0
$198,000 0.02% of portfolio
3,255
Q3 2024 Reduced 10.63%
$0
$143,000 0.02% of portfolio
502
Q2 2025 Reduced 5.46%
$0
$186,000 0.02% of portfolio
532
Q2 2025 Reduced 5.17%
$0
$133,000 0.02% of portfolio
2,980
Q3 2024 Reduced 4.55%
$0
$155,000 0.02% of portfolio
3,850
Q1 2025 Added 1,000.0%
$0
$123,000 0.02% of portfolio
4,020
Q2 2024 New
$0
$125,000 0.02% of portfolio
1,700
Q1 2025 Added 21.43%
$0
$122,000 0.02% of portfolio
2,702
Q2 2025 Reduced 18.22%
$0
$121,000 0.02% of portfolio
772
Q1 2025 Reduced 1.66%
$0
$134,000 0.02% of portfolio
3,790
Q2 2025 Added 0.32%
$0
$147,000 0.02% of portfolio
9,901
Q2 2025 New
$0
$99,000 0.01% of portfolio
1,691
Q2 2024 Reduced 24.64%
$0
$88,000 0.01% of portfolio
2,488
Q1 2025 Added 2.09%
$0
$68,000 0.01% of portfolio
3,000
Q1 2025 New
$0
$113,000 0.01% of portfolio
333
Q2 2025 Added 99.4%
$0
$51,000 0.01% of portfolio
988
Q2 2025 Reduced 4.82%
$0
$79,000 0.01% of portfolio
1,554
Q2 2025 Reduced 3.18%
$0
$96,000 0.01% of portfolio
1,229
Q2 2025 Added 2.67%

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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