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 18 of 27

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808524649

Shares:5.7K

Value:$145.2K

% of Portfolio:0.0% ($145.2K/$768.4M)

45782C664

Shares:3.3K

Value:$138.0K

% of Portfolio:0.0% ($138.0K/$768.4M)

78464A870

Shares:1.7K

Value:$135.8K

% of Portfolio:0.0% ($135.8K/$768.4M)

464287648

IWO|464287648

Shares:531

Value:$135.6K

% of Portfolio:0.0% ($135.6K/$768.4M)

45782C300

Shares:3.5K

Value:$134.9K

% of Portfolio:0.0% ($134.9K/$768.4M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:3.5K

Value:$132.5K

% of Portfolio:0.0% ($132.5K/$768.4M)

45782C540

Shares:3.5K

Value:$131.6K

% of Portfolio:0.0% ($131.6K/$768.4M)

464288448

Shares:4.1K

Value:$127.2K

% of Portfolio:0.0% ($127.2K/$768.4M)

25434V831

Shares:3.8K

Value:$125.2K

% of Portfolio:0.0% ($125.2K/$768.4M)

921937819

BIV|921937819

Shares:1.6K

Value:$123.8K

% of Portfolio:0.0% ($123.8K/$768.4M)

464287168

DVY|464287168

Shares:894

Value:$120.1K

% of Portfolio:0.0% ($120.1K/$768.4M)

92189F171

Shares:5.0K

Value:$119.8K

% of Portfolio:0.0% ($119.8K/$768.4M)

46138E651

Shares:3.0K

Value:$119.6K

% of Portfolio:0.0% ($119.6K/$768.4M)

33738R605

Shares:2.2K

Value:$118.7K

% of Portfolio:0.0% ($118.7K/$768.4M)

464287630

IWN|464287630

Shares:772

Value:$116.6K

% of Portfolio:0.0% ($116.6K/$768.4M)

33734X846

Shares:1.8K

Value:$115.6K

% of Portfolio:0.0% ($115.6K/$768.4M)

35473P678

Shares:4.0K

Value:$115.2K

% of Portfolio:0.0% ($115.2K/$768.4M)

025072703

AVDE|025072703

Shares:1.7K

Value:$112.7K

% of Portfolio:0.0% ($112.7K/$768.4M)

46435U440

Shares:2.4K

Value:$112.2K

% of Portfolio:0.0% ($112.2K/$768.4M)

45782C870

Shares:3.1K

Value:$111.2K

% of Portfolio:0.0% ($111.2K/$768.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524649)✕	5.7K	QoQ 0.00% (-0) YoY +100.00% (-2.9K)	All Managers (Combined)	$145.2K	0.0% ($145.2K/$768.4M)	QoQ -1.20% (-$1.8K) YoY -2.51% (-$3.7K)
(cusip45782C664)✕	3.3K	QoQ +448.83% (+2.7K) YoY NEW(+3.3K)	All Managers (Combined)	$138.0K	0.0% ($138.0K/$768.4M)	QoQ +434.42% (+$112.2K) YoY NEW(+$138.0K)
(cusip78464A870)✕	1.7K	QoQ -10.38% (-194) YoY +33.59% (+421)	All Managers (Combined)	$135.8K	0.0% ($135.8K/$768.4M)	QoQ -19.29% (-$32.5K) YoY +14.17% (+$16.9K)
(IWOcusip464287648)	531	QoQ -0.18% (-1) YoY -0.18% (-1)	All Managers (Combined)	$135.6K	0.0% ($135.6K/$768.4M)	QoQ -11.50% (-$17.6K) YoY -5.90% (-$8.5K)
(cusip45782C300)✕	3.5K	QoQ +1245.24% (+3.3K) YoY +1245.24% (+3.3K)	All Managers (Combined)	$134.9K	0.0% ($134.9K/$768.4M)	QoQ +1217.30% (+$124.7K) YoY +1321.22% (+$125.5K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$132.5K	0.0% ($132.5K/$768.4M)	QoQ NEW(+$132.5K) YoY NEW(+$132.5K)
(cusip45782C540)✕	3.5K	QoQ 0.00% (-0) YoY +147.17% (+2.1K)	All Managers (Combined)	$131.6K	0.0% ($131.6K/$768.4M)	QoQ -2.13% (-$2.9K) YoY +153.94% (+$79.8K)
(cusip464288448)✕	4.1K	QoQ 0.00% (+0) YoY +925.00% (+3.7K)	All Managers (Combined)	$127.2K	0.0% ($127.2K/$768.4M)	QoQ +13.29% (+$14.9K) YoY +1033.93% (+$116.0K)
(cusip25434V831)✕	3.8K	QoQ +0.23% (-9) YoY -3.54% (-139)	All Managers (Combined)	$125.2K	0.0% ($125.2K/$768.4M)	QoQ -1.68% (-$2.1K) YoY +1.10% (-$1.4K)
(BIVcusip921937819)	1.6K	QoQ +1183.33% (+1.5K) YoY +1183.33% (+1.5K)	All Managers (Combined)	$123.8K	0.0% ($123.8K/$768.4M)	QoQ +1214.93% (+$114.4K) YoY +1203.30% (+$114.3K)
(DVYcusip464287168)	894	QoQ +8.75% (+72) YoY +10.78% (+87)	All Managers (Combined)	$120.1K	0.0% ($120.1K/$768.4M)	QoQ +11.24% (+$12.1K) YoY +20.77% (+$20.6K)
(cusip92189F171)✕	5.0K	QoQ 0.00% (+0) YoY -1.58% (-80)	All Managers (Combined)	$119.8K	0.0% ($119.8K/$768.4M)	QoQ +1.52% (+$1.8K) YoY -0.20% (-$248)
(cusip46138E651)✕	3.0K	QoQ 0.00% (+0) YoY -7.79% (-252)	All Managers (Combined)	$119.6K	0.0% ($119.6K/$768.4M)	QoQ +2.73% (+$3.2K) YoY -14.17% (-$19.7K)
(cusip33738R605)✕	2.2K	QoQ +0.09% (-2) YoY +0.18% (-4)	All Managers (Combined)	$118.7K	0.0% ($118.7K/$768.4M)	QoQ -7.03% (-$9.0K) YoY -3.97% (-$4.9K)
(IWNcusip464287630)	772	QoQ -1.65% (-13) YoY -5.62% (-46)	All Managers (Combined)	$116.6K	0.0% ($116.6K/$768.4M)	QoQ -9.55% (-$12.3K) YoY -10.27% (-$13.3K)
(cusip33734X846)✕	1.8K	QoQ 0.00% (-0) YoY -5.06% (-98)	All Managers (Combined)	$115.6K	0.0% ($115.6K/$768.4M)	QoQ -0.70% (-$822) YoY +6.09% (-$6.6K)
(cusip35473P678)✕	4.0K	QoQ 0.00% (+0) YoY NEW(+4.0K)	All Managers (Combined)	$115.2K	0.0% ($115.2K/$768.4M)	QoQ +9.43% (+$9.9K) YoY NEW(+$115.2K)
(AVDEcusip025072703)	1.7K	QoQ +21.42% (+300) YoY -29.16% (-700)	All Managers (Combined)	$112.7K	0.0% ($112.7K/$768.4M)	QoQ +31.12% (+$26.7K) YoY -26.35% (-$40.3K)
(cusip46435U440)✕	2.4K	QoQ 0.00% (+0) YoY -4.62% (-115)	All Managers (Combined)	$112.2K	0.0% ($112.2K/$768.4M)	QoQ +1.58% (+$1.8K) YoY -3.67% (-$4.3K)
(cusip45782C870)✕	3.1K	QoQ +136.67% (+1.8K) YoY +206.48% (+2.1K)	All Managers (Combined)	$111.2K	0.0% ($111.2K/$768.4M)	QoQ +129.94% (+$62.8K) YoY +225.37% (+$77.0K)