Wealthshield-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GDX",
  null,
  null,
  "FNDF",
  null,
  null,
  "MMM",
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  null,
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  "ADBE",
  "TGTX",
  null,
  null,
  null,
  null,
  null,
  "VONG",
  null,
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  "PXF",
  null,
  null,
  null,
  "AXP",
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  "GDXJ",
  "SCHH",
  null,
  "AIG",
  null,
  "BGY",
  "T",
  "ASGI",
  null,
  null,
  "CAT",
  "AVDE",
  "AVGO",
  null,
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  null,
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  "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 12 of 27

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922042866

VPL|922042866

Shares:6.6K

Value:$482.0K

% of Portfolio:0.1% ($482.0K/$768.4M)

464286681

Shares:5.1K

Value:$475.2K

% of Portfolio:0.1% ($475.2K/$768.4M)

922908629

VO|922908629

Shares:1.8K

Value:$473.6K

% of Portfolio:0.1% ($473.6K/$768.4M)

922908637

VV|922908637

Shares:1.8K

Value:$465.8K

% of Portfolio:0.1% ($465.8K/$768.4M)

45782C755

Shares:11.4K

Value:$463.8K

% of Portfolio:0.1% ($463.8K/$768.4M)

YUM BRANDS INC

YUM|988498101

Shares:2.9K

Value:$457.9K

% of Portfolio:0.1% ($457.9K/$768.4M)

78464A367

Shares:19.9K

Value:$448.6K

% of Portfolio:0.1% ($448.6K/$768.4M)

46654Q203

Shares:8.7K

Value:$447.9K

% of Portfolio:0.1% ($447.9K/$768.4M)

92206C409

Shares:5.6K

Value:$444.7K

% of Portfolio:0.1% ($444.7K/$768.4M)

46137V597

Shares:11.7K

Value:$441.3K

% of Portfolio:0.1% ($441.3K/$768.4M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:4.0K

Value:$434.5K

% of Portfolio:0.1% ($434.5K/$768.4M)

69374H840

Shares:13.9K

Value:$429.4K

% of Portfolio:0.1% ($429.4K/$768.4M)

09290C806

Shares:13.4K

Value:$424.9K

% of Portfolio:0.1% ($424.9K/$768.4M)

46435G250

Shares:8.8K

Value:$412.5K

% of Portfolio:0.1% ($412.5K/$768.4M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:748

Value:$408.8K

% of Portfolio:0.1% ($408.8K/$768.4M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.0K

Value:$408.6K

% of Portfolio:0.1% ($408.6K/$768.4M)

STARBUCKS CORP

SBUX|855244109

Shares:4.1K

Value:$402.6K

% of Portfolio:0.1% ($402.6K/$768.4M)

46137V738

Shares:6.7K

Value:$397.1K

% of Portfolio:0.1% ($397.1K/$768.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:4.7K

Value:$396.4K

% of Portfolio:0.1% ($396.4K/$768.4M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:2.3K

Value:$390.2K

% of Portfolio:0.1% ($390.2K/$768.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VPLcusip922042866)	6.6K	QoQ +1.04% (+69) YoY +9.70% (+588)	All Managers (Combined)	$482.0K	0.1% ($482.0K/$768.4M)	QoQ +3.10% (+$14.5K) YoY +4.58% (+$21.1K)
(cusip464286681)✕	5.1K	QoQ +1.54% (-77) YoY +9.30% (+432)	All Managers (Combined)	$475.2K	0.1% ($475.2K/$768.4M)	QoQ -0.34% (-$1.6K) YoY +12.42% (+$52.5K)
(VOcusip922908629)	1.8K	QoQ +2.63% (+47) YoY +112.41% (+969)	All Managers (Combined)	$473.6K	0.1% ($473.6K/$768.4M)	QoQ +0.50% (+$2.4K) YoY +119.80% (+$258.1K)
(VVcusip922908637)	1.8K	QoQ +203.51% (+1.2K) YoY +186.70% (+1.2K)	All Managers (Combined)	$465.8K	0.1% ($465.8K/$768.4M)	QoQ +189.20% (+$304.7K) YoY +207.30% (+$314.2K)
(cusip45782C755)✕	11.4K	QoQ +263.49% (+8.3K) YoY +263.49% (+8.3K)	All Managers (Combined)	$463.8K	0.1% ($463.8K/$768.4M)	QoQ +254.58% (+$333.0K) YoY +291.56% (+$345.3K)
YUM BRANDS INC(YUMcusip988498101)	2.9K	QoQ +4.33% (+121) YoY +4.48% (+125)	All Managers (Combined)	$457.9K	0.1% ($457.9K/$768.4M)	QoQ +22.38% (+$83.7K) YoY +18.58% (+$71.8K)
(cusip78464A367)✕	19.9K	QoQ +96.48% (+9.8K) YoY +249.68% (+14.2K)	All Managers (Combined)	$448.6K	0.1% ($448.6K/$768.4M)	QoQ +99.48% (+$223.7K) YoY +239.59% (+$316.5K)
(cusip46654Q203)✕	8.7K	QoQ +2.45% (-207) YoY +9.60% (+758)	All Managers (Combined)	$447.9K	0.1% ($447.9K/$768.4M)	QoQ -6.66% (-$32.0K) YoY +4.63% (+$19.8K)
(cusip92206C409)✕	5.6K	QoQ +3.31% (+181) YoY -17.75% (-1.2K)	All Managers (Combined)	$444.7K	0.1% ($444.7K/$768.4M)	QoQ +4.55% (+$19.4K) YoY -16.01% (-$84.8K)
(cusip46137V597)✕	11.7K	QoQ -2.61% (-313) YoY +0.83% (-96)	All Managers (Combined)	$441.3K	0.1% ($441.3K/$768.4M)	QoQ -11.39% (-$56.7K) YoY -2.81% (-$12.8K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	4.0K	QoQ +47.75% (+1.3K) YoY +91.05% (+1.9K)	All Managers (Combined)	$434.5K	0.1% ($434.5K/$768.4M)	QoQ +28.88% (+$97.4K) YoY +41.37% (+$127.2K)
(cusip69374H840)✕	13.9K	QoQ -0.10% (-15) YoY -13.00% (-2.1K)	All Managers (Combined)	$429.4K	0.1% ($429.4K/$768.4M)	QoQ +1.24% (-$5.3K) YoY -9.17% (-$43.4K)
(cusip09290C806)✕	13.4K	QoQ NEW(+13.4K) YoY NEW(+13.4K)	All Managers (Combined)	$424.9K	0.1% ($424.9K/$768.4M)	QoQ NEW(+$424.9K) YoY NEW(+$424.9K)
(cusip46435G250)✕	8.8K	QoQ +5.61% (+466) YoY NEW(+8.8K)	All Managers (Combined)	$412.5K	0.1% ($412.5K/$768.4M)	QoQ +5.79% (+$22.6K) YoY NEW(+$412.5K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	748	QoQ +24.04% (+145) YoY +30.31% (+174)	All Managers (Combined)	$408.8K	0.1% ($408.8K/$768.4M)	QoQ +18.46% (+$63.7K) YoY +70.67% (+$169.3K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.0K	QoQ +15.40% (+272) YoY +8.46% (+159)	All Managers (Combined)	$408.6K	0.1% ($408.6K/$768.4M)	QoQ +38.49% (+$113.6K) YoY +23.89% (+$78.8K)
STARBUCKS CORP(SBUXcusip855244109)	4.1K	QoQ +33.89% (+1.0K) YoY +77.81% (+1.8K)	All Managers (Combined)	$402.6K	0.1% ($402.6K/$768.4M)	QoQ +43.93% (+$122.9K) YoY +90.86% (+$191.7K)
(cusip46137V738)✕	6.7K	QoQ -5.58% (-395) YoY -11.00% (-825)	All Managers (Combined)	$397.1K	0.1% ($397.1K/$768.4M)	QoQ -1.21% (-$4.9K) YoY -6.55% (-$27.9K)
Palantir Technologies Inc.(PLTRcusip69608A108)	4.7K	QoQ +25.52% (+955) YoY NEW(+4.7K)	All Managers (Combined)	$396.4K	0.1% ($396.4K/$768.4M)	QoQ +40.07% (+$113.4K) YoY NEW(+$396.4K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	2.3K	QoQ -0.43% (-10) YoY +0.13% (+3)	All Managers (Combined)	$390.2K	0.1% ($390.2K/$768.4M)	QoQ +11.67% (-$40.8K) YoY +27.27% (+$83.6K)