WealthShield Partners, LLC
Q1 2025 13F Holdings
- Locationcary, NC
- Num holdings
533
- Value ($000)
$779,025
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001729303
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $36.33M | 5 % | 64,657 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $17.14M | 2 % | 866,312 | ||
AAPL APPLE INC | COM | 037833100 | $15.73M | 2 % | 70,833 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $14.87M | 2 % | 160,209 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $14.56M | 2 % | 581,279 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $14.47M | 2 % | 313,938 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $13.93M | 2 % | 128,543 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $13.93M | 2 % | 45,106 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $12.34M | 2 % | 71,420 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $11.78M | 2 % | 190,676 |
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