Wealthshield-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  "PANW",
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  null,
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  null,
  "IEMG",
  "IJK",
  null,
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  null,
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  null,
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  null,
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  "LMT",
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  null,
  null,
  "VZ",
  null,
  null,
  null,
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  "DGX",
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  null,
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  "IEFA",
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  null,
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  "SCHX",
  null,
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  "O",
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  null,
  null,
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  null,
  "BP",
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  null,
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  null,
  "IBM",
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  "CI",
  "TJX",
  "TFC",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
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  "VOE",
  "SCHW",
  null,
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  null,
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  "VWO",
  null,
  "VSS",
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  "IWV",
  null,
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  "PRF",
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  "VCIT",
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  "VIG",
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  "IWO",
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  null,
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  "TT",
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  "WMT",
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  null,
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  "YUM",
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  null,
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  "DNN",
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  null,
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  null,
  "JCI",
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  null,
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  "PPL",
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  "IXUS",
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  null,
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  null,
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  "ADP",
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  null,
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  "BA",
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  null,
  "IJT",
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  "IJJ",
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  "NEE",
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  "XOM",
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  "LLY",
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  "NFLX",
  "PM",
  null,
  null,
  null,
  "MO",
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  "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

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ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:2.4K

Value:$267.4K

% of Portfolio:0.0% ($267.4K/$768.4M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:4.4K

Value:$266.3K

% of Portfolio:0.0% ($266.3K/$768.4M)

ORACLE CORP

ORCL|68389X105

Shares:1.9K

Value:$262.1K

% of Portfolio:0.0% ($262.1K/$768.4M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:1.1K

Value:$258.5K

% of Portfolio:0.0% ($258.5K/$768.4M)

808524102

SCHB|808524102

Shares:12.0K

Value:$258.4K

% of Portfolio:0.0% ($258.4K/$768.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.1K

Value:$254.8K

% of Portfolio:0.0% ($254.8K/$768.4M)

464287473

IWS|464287473

Shares:2.0K

Value:$251.9K

% of Portfolio:0.0% ($251.9K/$768.4M)

MORGAN STANLEY

MS|617446448

Shares:2.2K

Value:$251.9K

% of Portfolio:0.0% ($251.9K/$768.4M)

78464A284

Shares:9.9K

Value:$248.7K

% of Portfolio:0.0% ($248.7K/$768.4M)

97717W778

Shares:3.7K

Value:$245.2K

% of Portfolio:0.0% ($245.2K/$768.4M)

TG THERAPEUTICS, INC.

TGTX|88322Q108

Shares:6.0K

Value:$238.6K

% of Portfolio:0.0% ($238.6K/$768.4M)

46435U713

Shares:5.3K

Value:$237.9K

% of Portfolio:0.0% ($237.9K/$768.4M)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:15.0K

Value:$230.6K

% of Portfolio:0.0% ($230.6K/$768.4M)

CVS HEALTH Corp

CVS|126650100

Shares:3.4K

Value:$227.4K

% of Portfolio:0.0% ($227.4K/$768.4M)

SOUTHERN CO

SO|842587107

Shares:2.5K

Value:$226.2K

% of Portfolio:0.0% ($226.2K/$768.4M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.2K

Value:$225.4K

% of Portfolio:0.0% ($225.4K/$768.4M)

BP PLC

BP|055622104

Shares:6.5K

Value:$221.1K

% of Portfolio:0.0% ($221.1K/$768.4M)

92206C870

VCIT|92206C870

Shares:2.7K

Value:$220.9K

% of Portfolio:0.0% ($220.9K/$768.4M)

33739P855

Shares:11.6K

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$768.4M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.1K

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$768.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	2.4K	QoQ -0.59% (-14) YoY +0.08% (-2)	All Managers (Combined)	$267.4K	0.0% ($267.4K/$768.4M)	QoQ +6.48% (-$16.3K) YoY -14.14% (-$44.1K)
ALTRIA GROUP, INC.(MOcusip02209S103)	4.4K	QoQ NEW(+4.4K) YoY -4.22% (-194)	All Managers (Combined)	$266.3K	0.0% ($266.3K/$768.4M)	QoQ NEW(+$266.3K) YoY +30.13% (-$61.7K)
ORACLE CORP(ORCLcusip68389X105)	1.9K	QoQ +27.20% (+401) YoY NEW(+1.9K)	All Managers (Combined)	$262.1K	0.0% ($262.1K/$768.4M)	QoQ +6.72% (+$16.5K) YoY NEW(+$262.1K)
Cheniere Energy, Inc.(LNGcusip16411R208)	1.1K	QoQ +11.70% (+117) YoY NEW(+1.1K)	All Managers (Combined)	$258.5K	0.0% ($258.5K/$768.4M)	QoQ +20.29% (+$43.6K) YoY NEW(+$258.5K)
(SCHBcusip808524102)	12.0K	QoQ -17.07% (-2.5K) YoY +158.21% (-7.4K)	All Managers (Combined)	$258.4K	0.0% ($258.4K/$768.4M)	QoQ -21.35% (-$70.2K) YoY -8.93% (-$25.4K)
LOWES COMPANIES INC(LOWcusip548661107)	1.1K	QoQ +25.20% (+220) YoY +24.34% (+214)	All Managers (Combined)	$254.8K	0.0% ($254.8K/$768.4M)	QoQ +18.30% (+$39.4K) YoY +13.77% (+$30.9K)
(IWScusip464287473)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$251.9K	0.0% ($251.9K/$768.4M)	QoQ -2.60% (-$6.7K) YoY +0.51% (+$1.3K)
MORGAN STANLEY(MScusip617446448)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$251.9K	0.0% ($251.9K/$768.4M)	QoQ NEW(+$251.9K) YoY NEW(+$251.9K)
(cusip78464A284)✕	9.9K	QoQ +0.97% (-95) YoY -8.27% (-890)	All Managers (Combined)	$248.7K	0.0% ($248.7K/$768.4M)	QoQ -0.44% (-$1.1K) YoY -9.95% (-$27.5K)
(cusip97717W778)✕	3.7K	QoQ +8.68% (+296) YoY +14.32% (+464)	All Managers (Combined)	$245.2K	0.0% ($245.2K/$768.4M)	QoQ +18.26% (+$37.9K) YoY +20.28% (+$41.3K)
TG THERAPEUTICS, INC.(TGTXcusip88322Q108)	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$238.6K	0.0% ($238.6K/$768.4M)	QoQ NEW(+$238.6K) YoY NEW(+$238.6K)
(cusip46435U713)✕	5.3K	QoQ -75.88% (-16.6K) YoY -76.35% (-17.1K)	All Managers (Combined)	$237.9K	0.0% ($237.9K/$768.4M)	QoQ -76.52% (-$775.5K) YoY -75.42% (-$730.3K)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	15.0K	QoQ 0.00% (-0) YoY NEW(+15.0K)	All Managers (Combined)	$230.6K	0.0% ($230.6K/$768.4M)	QoQ -30.26% (-$100.0K) YoY NEW(+$230.6K)
CVS HEALTH Corp(CVScusip126650100)	3.4K	QoQ NEW(+3.4K) YoY -22.35% (-966)	All Managers (Combined)	$227.4K	0.0% ($227.4K/$768.4M)	QoQ NEW(+$227.4K) YoY -34.04% (-$117.4K)
SOUTHERN CO(SOcusip842587107)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$226.2K	0.0% ($226.2K/$768.4M)	QoQ NEW(+$226.2K) YoY NEW(+$226.2K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$225.4K	0.0% ($225.4K/$768.4M)	QoQ NEW(+$225.4K) YoY NEW(+$225.4K)
BP PLC(BPcusip055622104)	6.5K	QoQ NEW(+6.5K) YoY 0.00% (-0)	All Managers (Combined)	$221.1K	0.0% ($221.1K/$768.4M)	QoQ NEW(+$221.1K) YoY -10.32% (-$25.4K)
(VCITcusip92206C870)	2.7K	QoQ +88.55% (+1.3K) YoY +24.00% (+523)	All Managers (Combined)	$220.9K	0.0% ($220.9K/$768.4M)	QoQ +92.05% (+$105.9K) YoY +25.92% (+$45.5K)
(cusip33739P855)✕	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$768.4M)	QoQ NEW(+$216.8K) YoY NEW(+$216.8K)
CONOCOPHILLIPS(COPcusip20825C104)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$768.4M)	QoQ NEW(+$216.8K) YoY NEW(+$216.8K)