WealthShield Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WP WealthShield Partners, LLC | Institutional Filer | ▼ 1.01% | $897.6M | 607 |
Current Portfolio Holdings
Showing all 607 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 54K | $35.2M | 3.93% |
| 2 | SCHF | SCHWAB STRATEGIC TR | — | 833K | $20.6M | 2.30% |
| 3 | IEMG | ISHARES INC | — | 288K | $20.1M | 2.24% |
| 4 | AAPL | Apple Inc. | Technology | 75K | $19.1M | 2.13% |
| 5 | IVW | ISHARES TR | — | 155K | $17.5M | 1.95% |
| 6 | IVE | ISHARES TR | — | 80K | $17.0M | 1.89% |
| 7 | MGK | VANGUARD WORLD FD | — | 44K | $16.1M | 1.80% |
| 8 | SCHG | SCHWAB STRATEGIC TR | — | 512K | $14.9M | 1.66% |
| 9 | NVDA | NVIDIA Corporation | Technology | 82K | $14.3M | 1.59% |
| 10 | DYNF | BLACKROCK ETF TRUST | — | 229K | $13.3M | 1.49% |
| 11 | IUSB | ISHARES TR | — | 286K | $13.2M | 1.47% |
| 12 | DGRO | ISHARES TR | — | 186K | $13.0M | 1.45% |
| 13 | MSFT | Microsoft Corporation | Technology | 34K | $12.7M | 1.42% |
| 14 | VTV | VANGUARD INDEX FDS | — | 64K | $12.5M | 1.40% |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | — | 55K | $11.8M | 1.32% |
Showing 1 to 15 of 607 holdings