Wealthshield-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GDX",
  null,
  null,
  "FNDF",
  null,
  null,
  "MMM",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "TGTX",
  null,
  null,
  null,
  null,
  null,
  "VONG",
  null,
  "GOOGL",
  "PXF",
  null,
  null,
  null,
  "AXP",
  "QQQX",
  "GDXJ",
  "SCHH",
  null,
  "AIG",
  null,
  "BGY",
  "T",
  "ASGI",
  null,
  null,
  "CAT",
  "AVDE",
  "AVGO",
  null,
  "LOW",
  null,
  "AVEM",
  "BTZ",
  "BSX",
  null,
  null,
  null,
  null,
  "CMI",
  null,
  null,
  null,
  null,
  null,
  null,
  "USA",
  null,
  null,
  "DUK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FCX",
  null,
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "QCOM",
  null,
  null,
  "EMXC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DFPH",
  null,
  null,
  null,
  null,
  "RMT",
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  null,
  "PIM",
  null,
  null,
  "LHX",
  "ICF",
  "IWS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
  "PWR",
  "MA",
  null,
  "MSFT",
  "MS",
  "FCNCA",
  null,
  null,
  "FIS",
  "GE",
  "TEVA",
  "OXY",
  null,
  null,
  null,
  "BX",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  null,
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PEP",
  null,
  null,
  "VGSH",
  null,
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  "GS",
  "HPE",
  "WOLF",
  "PLTR",
  "PFE",
  null,
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  "VZ",
  null,
  null,
  null,
  null,
  "DGX",
  "FNDX",
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  "O",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "SNPS",
  "CI",
  "TJX",
  "TFC",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "SCHW",
  null,
  null,
  null,
  null,
  "VWO",
  null,
  "VSS",
  null,
  null,
  "IWV",
  null,
  null,
  null,
  "PRF",
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWO",
  "XLB",
  null,
  "IWN",
  "IEF",
  null,
  null,
  null,
  null,
  null,
  "TT",
  null,
  null,
  null,
  "AMD",
  null,
  "SDY",
  "FI",
  "IWP",
  "IWR",
  null,
  null,
  null,
  null,
  "IDXX",
  null,
  "PEG",
  null,
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  "IVE",
  null,
  "ESGD",
  null,
  null,
  null,
  null,
  "CEF",
  null,
  null,
  null,
  "HBAN",
  null,
  "VEU",
  "VPL",
  null,
  "VUG",
  "VEA",
  "VGK",
  null,
  "BLV",
  null,
  "MGK",
  "VONE",
  null,
  "VXUS",
  null,
  null,
  "VGLT",
  "VTWO",
  "VBK",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  "WMT",
  "WFC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "YUM",
  "IUSG",
  null,
  null,
  null,
  "DNN",
  "SCHD",
  null,
  "DVY",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  null,
  "JCI",
  "NXPI",
  "SO",
  null,
  null,
  "PPL",
  null,
  "PSX",
  "CRM",
  null,
  null,
  null,
  "DIA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  "ZBH",
  "DGRO",
  null,
  null,
  "SPYV",
  null,
  "ESGU",
  null,
  null,
  "FDX",
  null,
  null,
  "ADP",
  "BAC",
  "BK",
  "BRK-B",
  null,
  null,
  null,
  "BA",
  "BMY",
  "CDNS",
  "CTRE",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CSCO",
  "C",
  "CME",
  "KO",
  "COP",
  "COST",
  "CRWD",
  "CVS",
  "DFAC",
  "DLR",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 530
Total Value: 768416603
Accession Number: 0001398344-25-009105
Form Type: 13F-HR
CIK: wealthshield-partners
Manager Name: Wealthshield-Partners

Data Enrichment

45% identified

236 identified294 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

530 positions • $768.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 27

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464287200

IVV|464287200

Shares:64.7K

Value:$36.3M

% of Portfolio:4.7% ($36.3M/$768.4M)

808524805

SCHF|808524805

Shares:866.3K

Value:$17.1M

% of Portfolio:2.2% ($17.1M/$768.4M)

Apple Inc.

AAPL|037833100

Shares:70.8K

Value:$15.7M

% of Portfolio:2.0% ($15.7M/$768.4M)

464287309

IVW|464287309

Shares:160.2K

Value:$14.9M

% of Portfolio:1.9% ($14.9M/$768.4M)

808524300

SCHG|808524300

Shares:581.3K

Value:$14.6M

% of Portfolio:1.9% ($14.6M/$768.4M)

46434V613

Shares:313.9K

Value:$14.5M

% of Portfolio:1.9% ($14.5M/$768.4M)

NVIDIA CORP

NVDA|67066G104

Shares:128.5K

Value:$13.9M

% of Portfolio:1.8% ($13.9M/$768.4M)

921910816

MGK|921910816

Shares:45.1K

Value:$13.9M

% of Portfolio:1.8% ($13.9M/$768.4M)

922908744

VTV|922908744

Shares:71.4K

Value:$12.3M

% of Portfolio:1.6% ($12.3M/$768.4M)

46434V621

DGRO|46434V621

Shares:190.7K

Value:$11.8M

% of Portfolio:1.5% ($11.8M/$768.4M)

MICROSOFT CORP

MSFT|594918104

Shares:31.2K

Value:$11.7M

% of Portfolio:1.5% ($11.7M/$768.4M)

46432F339

QUAL|46432F339

Shares:67.9K

Value:$11.6M

% of Portfolio:1.5% ($11.6M/$768.4M)

09290C103

Shares:223.8K

Value:$10.9M

% of Portfolio:1.4% ($10.9M/$768.4M)

921908844

VIG|921908844

Shares:55.1K

Value:$10.7M

% of Portfolio:1.4% ($10.7M/$768.4M)

464287408

IVE|464287408

Shares:55.2K

Value:$10.5M

% of Portfolio:1.4% ($10.5M/$768.4M)

46434G103

IEMG|46434G103

Shares:193.8K

Value:$10.5M

% of Portfolio:1.4% ($10.5M/$768.4M)

92189F486

Shares:386.8K

Value:$9.9M

% of Portfolio:1.3% ($9.9M/$768.4M)

808524409

Shares:353.7K

Value:$9.4M

% of Portfolio:1.2% ($9.4M/$768.4M)

921910840

MGV|921910840

Shares:68.8K

Value:$8.9M

% of Portfolio:1.2% ($8.9M/$768.4M)

AMAZON COM INC

AMZN|023135106

Shares:45.8K

Value:$8.7M

% of Portfolio:1.1% ($8.7M/$768.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	64.7K	QoQ +9.05% (+5.4K) YoY -13.31% (-9.9K)	All Managers (Combined)	$36.3M	4.7% ($36.3M/$768.4M)	QoQ +4.09% (+$1.4M) YoY -7.35% (-$2.9M)
(SCHFcusip808524805)	866.3K	QoQ +0.33% (+2.9K) YoY +68.82% (-353.2K)	All Managers (Combined)	$17.1M	2.2% ($17.1M/$768.4M)	QoQ +7.27% (+$1.2M) YoY -14.41% (-$2.9M)
Apple Inc.(AAPLcusip037833100)	70.8K	QoQ +19.82% (+11.7K) YoY +18.71% (+11.2K)	All Managers (Combined)	$15.7M	2.0% ($15.7M/$768.4M)	QoQ +6.28% (+$930.5K) YoY +53.78% (+$5.5M)
(IVWcusip464287309)	160.2K	QoQ +3.93% (-6.1K) YoY +51.65% (+54.6K)	All Managers (Combined)	$14.9M	1.9% ($14.9M/$768.4M)	QoQ -4.97% (-$778.0K) YoY +66.72% (+$6.0M)
(SCHGcusip808524300)	581.3K	QoQ +1.71% (-9.8K) YoY +264.73% (-421.9K)	All Managers (Combined)	$14.6M	1.9% ($14.6M/$768.4M)	QoQ -8.61% (-$1.4M) YoY -1.50% (-$221.7K)
(cusip46434V613)✕	313.9K	QoQ +0.75% (+2.4K) YoY +10.22% (+29.1K)	All Managers (Combined)	$14.5M	1.9% ($14.5M/$768.4M)	QoQ +2.71% (+$382.9K) YoY +11.41% (+$1.5M)
NVIDIA CORP(NVDAcusip67066G104)	128.5K	QoQ +73.68% (+54.5K) YoY +1616.65% (+121.1K)	All Managers (Combined)	$13.9M	1.8% ($13.9M/$768.4M)	QoQ +40.18% (+$4.0M) YoY +105.91% (+$7.2M)
(MGKcusip921910816)	45.1K	QoQ +14.48% (+5.7K) YoY +59.58% (+16.8K)	All Managers (Combined)	$13.9M	1.8% ($13.9M/$768.4M)	QoQ +2.96% (+$401.6K) YoY +71.97% (+$5.8M)
(VTVcusip922908744)	71.4K	QoQ +2.88% (+2.0K) YoY +26.75% (+15.1K)	All Managers (Combined)	$12.3M	1.6% ($12.3M/$768.4M)	QoQ +4.97% (+$585.2K) YoY +34.44% (+$3.2M)
(DGROcusip46434V621)	190.7K	QoQ +13.57% (+22.8K) YoY +33.19% (+47.5K)	All Managers (Combined)	$11.8M	1.5% ($11.8M/$768.4M)	QoQ +14.39% (+$1.5M) YoY +41.72% (+$3.5M)
MICROSOFT CORP(MSFTcusip594918104)	31.2K	QoQ +30.25% (+7.2K) YoY +31.00% (+7.4K)	All Managers (Combined)	$11.7M	1.5% ($11.7M/$768.4M)	QoQ +16.00% (+$1.6M) YoY +16.89% (+$1.7M)
(QUALcusip46432F339)	67.9K	QoQ +18.92% (+10.8K) YoY +21.97% (+12.2K)	All Managers (Combined)	$11.6M	1.5% ($11.6M/$768.4M)	QoQ +14.12% (+$1.4M) YoY +26.83% (+$2.5M)
(cusip09290C103)✕	223.8K	QoQ +0.17% (-394) YoY +20.69% (+38.4K)	All Managers (Combined)	$10.9M	1.4% ($10.9M/$768.4M)	QoQ -4.69% (-$537.1K) YoY +32.54% (+$2.7M)
(VIGcusip921908844)	55.1K	QoQ +11.18% (+5.5K) YoY +30.23% (+12.8K)	All Managers (Combined)	$10.7M	1.4% ($10.7M/$768.4M)	QoQ +10.14% (+$985.3K) YoY +38.35% (+$3.0M)
(IVEcusip464287408)	55.2K	QoQ +45.94% (+17.4K) YoY +54.34% (+19.4K)	All Managers (Combined)	$10.5M	1.4% ($10.5M/$768.4M)	QoQ +45.72% (+$3.3M) YoY +57.46% (+$3.8M)
(IEMGcusip46434G103)	193.8K	QoQ +17.38% (+28.7K) YoY -8.98% (-19.1K)	All Managers (Combined)	$10.5M	1.4% ($10.5M/$768.4M)	QoQ +21.31% (+$1.8M) YoY -4.80% (-$527.5K)
(cusip92189F486)✕	386.8K	QoQ +2.00% (+7.6K) YoY +7794.83% (+381.9K)	All Managers (Combined)	$9.9M	1.3% ($9.9M/$768.4M)	QoQ +2.40% (+$232.4K) YoY +7807.21% (+$9.8M)
(cusip808524409)✕	353.7K	QoQ +1.46% (+5.1K) YoY +214.39% (+241.2K)	All Managers (Combined)	$9.4M	1.2% ($9.4M/$768.4M)	QoQ +3.45% (+$313.9K) YoY +9.98% (+$853.6K)
(MGVcusip921910840)	68.8K	QoQ +7.33% (+4.7K) YoY +64.22% (+26.9K)	All Managers (Combined)	$8.9M	1.2% ($8.9M/$768.4M)	QoQ +10.65% (+$853.7K) YoY +76.95% (+$3.9M)
AMAZON COM INC(AMZNcusip023135106)	45.8K	QoQ +17.32% (+6.8K) YoY +11.46% (+4.7K)	All Managers (Combined)	$8.7M	1.1% ($8.7M/$768.4M)	QoQ +1.74% (+$149.3K) YoY +17.57% (+$1.3M)