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WealthShield Partners, LLC

13F
WealthShield Partners, LLC
Last update 2024-11-04 480 Stocks (38 new)
Value $738.00 Mil Turnover 16 %
Countries:
Top Holdings: IVV(5.09%)SCHF(2.81%)SCHG(2.11%)IUSB(2.09%)IVW(2.02%)
Portfolio Report
Summary Stock Picks Current Portfolio
WealthShield Partners, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
65,048
37521.140
+0.96%
5.090
+0.05%
0.010
+11.87%
+25.57%
565718.602
 
SCHF 		Schwab International Equity ETF
1,007,666
20717.620
+94.44%
2.810
+1.36%
0.020
+1.21%
+4.11%
39903.760
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
596,916
15546.640
+278.37%
2.110
+1.55%
0.010
+15.36%
+33.99%
35821.310
 
IUSB 		iShares Core Total USD Bond Market ETF
327,554
15434.360
+14.53%
2.090
+0.27%
0.050
-1.70%
-1.11%
33248.374
 
IVW 		iShares S&P 500 Growth ETF
155,553
14894.240
-3.58%
2.020
-0.08%
0.030
+14.36%
+34.59%
56202.005
 
AAPL 		Apple Inc
63,349
14760.230
+7.48%
2.000
+0.14%
0.000
+3.19%
+17.04%
3389420.991
Hardware
DGRO 		iShares Core Dividend Growth ETF
212,304
13309.360
+28.35%
1.800
+0.40%
0.040
+8.31%
+18.36%
30895.718
 
IEMG 		iShares Core MSCI Emerging Markets ETF
228,943
13143.600
-10.72%
1.780
-0.22%
0.020
+2.89%
+7.63%
80840.058
 
MGK 		Vanguard Mega Cap Growth ETF
39,539
12729.580
+10.93%
1.730
+0.17%
0.060
+14.09%
+31.23%
21446.601
 
DYNF 		iShares U.S. Equity Factor Rotation Active ETF
226,107
11185.510
+0.75%
1.520
+0.01%
0.090
+14.26%
+32.12%
13337.003
 

WealthShield Partners, LLC's Historical Top Holdings Breakdowns

WealthShield Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+1.55%
●
23.16 ($25.16) 26.42
$27.79
10.45%
Add 278.37%
596,916
109,790
SCHF 		Schwab International Equity ETF2024-09-30Add
+1.36%
●
18.49 ($19.77) 20.77
$19.24
-2.68%
Add 94.44%
1,007,666
244,712
SCHV 		Schwab U.S. Large-Cap Value ETF2024-09-30Add
+0.82%
●
24.48 ($25.69) 26.79
$27.36
6.50%
Add 207.53%
336,519
75,697
SCHZ 		Schwab US Aggregate Bond ETF2024-09-30Add
+0.74%
●
22.6 ($23.41) 23.93
$22.91
-2.14%
Add 113.5%
432,366
114,925
EFV 		iShares MSCI EAFE Value ETF2024-09-30Add
+0.70%
●
51.72 ($55.22) 57.96
$53.76
-2.64%
Add 137.69%
155,187
89,898
LQDW 		iShares Investment Grade Corporate Bond BuyWrite Strategy ETF2024-09-30Sold Out
-0.62%
●
27.92 ($28.32) 28.52
$27.20
-3.97%
Sold Out
0
-144,700
BOND 		PIMCO Active Bond ETF2024-09-30Add
+0.61%
●
90.01 ($93.33) 95.32
$91.24
-2.24%
Add 281.61%
65,103
48,043
NFLX 		Netflix Inc2024-09-30New Buy
+0.49%
●
598.55 ($668.77) 722.26
$819.50
22.54%
New holding
5,093
5,093
DGRO 		iShares Core Dividend Growth ETF2024-09-30Add
+0.40%
●
57.47 ($60.28) 62.76
$63.70
5.67%
Add 28.35%
212,304
46,898
CMG 		Chipotle Mexican Grill Inc2024-09-30New Buy
+0.37%
●
49.83 ($55.35) 62.75
$60.49
9.29%
New holding
47,293
47,293

WealthShield Partners, LLC Total Holding History ($B)

To

WealthShield Partners, LLC's Asset Allocation

To

WealthShield Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WealthShield Partners, LLC's Hypothetical Growth since 2024-09-30

WealthShield Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WealthShield Partners, LLC's Holdings Heat Map

Size field:

WealthShield Partners, LLC's Holdings Bubble Chart

WealthShield Partners, LLC News

  • 1

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