Wealthshield-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GDX",
  null,
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  "FNDF",
  null,
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  null,
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  null,
  null,
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  null,
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  "PXF",
  null,
  null,
  null,
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  "GDXJ",
  "SCHH",
  null,
  "AIG",
  null,
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  "T",
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  "CMI",
  null,
  null,
  null,
  null,
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  null,
  "USA",
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "FCX",
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
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  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,
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  "BBUS",
  null,
  null,
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  null,
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  "ICF",
  "IWS",
  null,
  null,
  null,
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  null,
  null,
  null,
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  "MA",
  null,
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  "MS",
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  null,
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  "FIS",
  "GE",
  "TEVA",
  "OXY",
  null,
  null,
  null,
  "BX",
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  "IWD",
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  null,
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  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,
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  "IVE",
  null,
  "ESGD",
  null,
  null,
  null,
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  "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 20 of 27

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WOLFSPEED, INC.

WOLF|977852102

Shares:28.4K

Value:$86.9K

% of Portfolio:0.0% ($86.9K/$768.4M)

33734X176

Shares:655

Value:$86.7K

% of Portfolio:0.0% ($86.7K/$768.4M)

464288752

Shares:900

Value:$85.7K

% of Portfolio:0.0% ($85.7K/$768.4M)

92189F429

Shares:5.1K

Value:$85.3K

% of Portfolio:0.0% ($85.3K/$768.4M)

72201R866

Shares:1.6K

Value:$82.6K

% of Portfolio:0.0% ($82.6K/$768.4M)

81369Y506

Shares:876

Value:$81.8K

% of Portfolio:0.0% ($81.8K/$768.4M)

45782C276

Shares:1.3K

Value:$80.2K

% of Portfolio:0.0% ($80.2K/$768.4M)

46138E297

Shares:3.3K

Value:$80.1K

% of Portfolio:0.0% ($80.1K/$768.4M)

Oncology Institute, Inc.

DFPH|68236X100

Shares:70.2K

Value:$80.0K

% of Portfolio:0.0% ($80.0K/$768.4M)

464287796

Shares:1.6K

Value:$77.3K

% of Portfolio:0.0% ($77.3K/$768.4M)

464287739

IYR|464287739

Shares:790

Value:$75.6K

% of Portfolio:0.0% ($75.6K/$768.4M)

97717W760

Shares:1.1K

Value:$73.7K

% of Portfolio:0.0% ($73.7K/$768.4M)

46138G508

Shares:3.5K

Value:$73.5K

% of Portfolio:0.0% ($73.5K/$768.4M)

33738R118

Shares:993

Value:$73.1K

% of Portfolio:0.0% ($73.1K/$768.4M)

25434V872

Shares:1.7K

Value:$71.9K

% of Portfolio:0.0% ($71.9K/$768.4M)

808524870

Shares:2.6K

Value:$70.8K

% of Portfolio:0.0% ($70.8K/$768.4M)

46137V837

Shares:700

Value:$70.0K

% of Portfolio:0.0% ($70.0K/$768.4M)

464287291

Shares:890

Value:$67.4K

% of Portfolio:0.0% ($67.4K/$768.4M)

45782C433

Shares:1.6K

Value:$66.4K

% of Portfolio:0.0% ($66.4K/$768.4M)

45783Y855

Shares:2.1K

Value:$65.6K

% of Portfolio:0.0% ($65.6K/$768.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WOLFSPEED, INC.(WOLFcusip977852102)	28.4K	QoQ NEW(+28.4K) YoY NEW(+28.4K)	All Managers (Combined)	$86.9K	0.0% ($86.9K/$768.4M)	QoQ NEW(+$86.9K) YoY NEW(+$86.9K)
(cusip33734X176)✕	655	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$86.7K	0.0% ($86.7K/$768.4M)	QoQ -10.97% (-$10.7K) YoY -1.88% (-$1.7K)
(cusip464288752)✕	900	QoQ NEW(+900) YoY NEW(+900)	All Managers (Combined)	$85.7K	0.0% ($85.7K/$768.4M)	QoQ NEW(+$85.7K) YoY NEW(+$85.7K)
(cusip92189F429)✕	5.1K	QoQ +0.17% (-9) YoY +2.14% (-107)	All Managers (Combined)	$85.3K	0.0% ($85.3K/$768.4M)	QoQ -2.66% (-$2.3K) YoY -3.21% (-$2.8K)
(cusip72201R866)✕	1.6K	QoQ +142.08% (+942) YoY -3.48% (-58)	All Managers (Combined)	$82.6K	0.0% ($82.6K/$768.4M)	QoQ +140.29% (+$48.2K) YoY -5.29% (-$4.6K)
(cusip81369Y506)✕	876	QoQ +29.20% (+198) YoY +29.20% (+198)	All Managers (Combined)	$81.8K	0.0% ($81.8K/$768.4M)	QoQ +40.96% (+$23.8K) YoY +27.90% (+$17.9K)
(cusip45782C276)✕	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$80.2K	0.0% ($80.2K/$768.4M)	QoQ NEW(+$80.2K) YoY NEW(+$80.2K)
(cusip46138E297)✕	3.3K	QoQ +1.10% (+36) YoY -0.42% (-14)	All Managers (Combined)	$80.1K	0.0% ($80.1K/$768.4M)	QoQ +4.88% (+$3.7K) YoY +1.20% (-$955)
Oncology Institute, Inc.(DFPHcusip68236X100)	70.2K	QoQ NEW(+70.2K) YoY +190.78% (+46.0K)	All Managers (Combined)	$80.0K	0.0% ($80.0K/$768.4M)	QoQ NEW(+$80.0K) YoY +109.80% (+$41.9K)
(cusip464287796)✕	1.6K	QoQ +171.57% (+990) YoY +140.33% (+915)	All Managers (Combined)	$77.3K	0.0% ($77.3K/$768.4M)	QoQ +193.80% (+$51.0K) YoY +139.91% (+$45.1K)
(IYRcusip464287739)	790	QoQ -0.12% (-1) YoY -7.05% (-60)	All Managers (Combined)	$75.6K	0.0% ($75.6K/$768.4M)	QoQ +2.76% (-$2.0K) YoY -1.01% (-$772)
(cusip97717W760)✕	1.1K	QoQ -15.12% (-199) YoY -68.84% (-2.5K)	All Managers (Combined)	$73.7K	0.0% ($73.7K/$768.4M)	QoQ -11.00% (-$9.1K) YoY -68.46% (-$160.1K)
(cusip46138G508)✕	3.5K	QoQ -4.80% (-179) YoY -9.32% (-365)	All Managers (Combined)	$73.5K	0.0% ($73.5K/$768.4M)	QoQ -6.46% (-$5.1K) YoY -11.25% (-$9.3K)
(cusip33738R118)✕	993	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$73.1K	0.0% ($73.1K/$768.4M)	QoQ -6.18% (-$4.8K) YoY +5.65% (+$3.9K)
(cusip25434V872)✕	1.7K	QoQ +0.76% (+13) YoY -53.88% (-2.0K)	All Managers (Combined)	$71.9K	0.0% ($71.9K/$768.4M)	QoQ +2.65% (+$1.9K) YoY -53.77% (-$83.7K)
(cusip808524870)✕	2.6K	QoQ -18.55% (-600) YoY +532.93% (+2.2K)	All Managers (Combined)	$70.8K	0.0% ($70.8K/$768.4M)	QoQ -15.21% (-$12.7K) YoY +226.63% (+$49.1K)
(cusip46137V837)✕	700	QoQ NEW(+700) YoY 0.00% (+0)	All Managers (Combined)	$70.0K	0.0% ($70.0K/$768.4M)	QoQ NEW(+$70.0K) YoY +1.21% (+$840)
(cusip464287291)✕	890	QoQ -0.66% (-6) YoY -0.66% (-6)	All Managers (Combined)	$67.4K	0.0% ($67.4K/$768.4M)	QoQ -11.22% (-$8.5K) YoY +0.56% (-$379)
(cusip45782C433)✕	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$66.4K	0.0% ($66.4K/$768.4M)	QoQ NEW(+$66.4K) YoY NEW(+$66.4K)
(cusip45783Y855)✕	2.1K	QoQ 0.00% (-0) YoY NEW(+2.1K)	All Managers (Combined)	$65.6K	0.0% ($65.6K/$768.4M)	QoQ -0.12% (-$84) YoY NEW(+$65.6K)