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 21 of 27

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45782C375

Shares:1.8K

Value:$64.0K

% of Portfolio:0.0% ($64.0K/$768.4M)

78464A847

Shares:1.2K

Value:$63.1K

% of Portfolio:0.0% ($63.1K/$768.4M)

674599162

Shares:2.3K

Value:$62.7K

% of Portfolio:0.0% ($62.7K/$768.4M)

26922A842

Shares:3.0K

Value:$62.3K

% of Portfolio:0.0% ($62.3K/$768.4M)

45782C821

Shares:1.8K

Value:$61.6K

% of Portfolio:0.0% ($61.6K/$768.4M)

92206C680

VONG|92206C680

Shares:653

Value:$60.6K

% of Portfolio:0.0% ($60.6K/$768.4M)

92206C706

VGIT|92206C706

Shares:980

Value:$58.2K

% of Portfolio:0.0% ($58.2K/$768.4M)

46137V274

Shares:790

Value:$55.0K

% of Portfolio:0.0% ($55.0K/$768.4M)

46429B655

Shares:1.0K

Value:$53.1K

% of Portfolio:0.0% ($53.1K/$768.4M)

464287622

IWB|464287622

Shares:167

Value:$51.2K

% of Portfolio:0.0% ($51.2K/$768.4M)

46435G417

Shares:1.1K

Value:$48.2K

% of Portfolio:0.0% ($48.2K/$768.4M)

025072604

AVEM|025072604

Shares:800

Value:$48.1K

% of Portfolio:0.0% ($48.1K/$768.4M)

92189F106

GDX|92189F106

Shares:1.0K

Value:$47.7K

% of Portfolio:0.0% ($47.7K/$768.4M)

808524771

FNDX|808524771

Shares:1.9K

Value:$44.4K

% of Portfolio:0.0% ($44.4K/$768.4M)

97717W877

Shares:781

Value:$43.8K

% of Portfolio:0.0% ($43.8K/$768.4M)

464288661

Shares:360

Value:$42.5K

% of Portfolio:0.0% ($42.5K/$768.4M)

464286806

Shares:1.1K

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$768.4M)

46137V407

Shares:1.0K

Value:$40.2K

% of Portfolio:0.0% ($40.2K/$768.4M)

46138G706

Shares:1.3K

Value:$39.7K

% of Portfolio:0.0% ($39.7K/$768.4M)

46641Q399

BBUS|46641Q399

Shares:388

Value:$39.1K

% of Portfolio:0.0% ($39.1K/$768.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C375)✕	1.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$64.0K	0.0% ($64.0K/$768.4M)	QoQ -0.39% (-$252) YoY +8.84% (+$5.2K)
(cusip78464A847)✕	1.2K	QoQ +0.32% (-4) YoY +1.48% (-18)	All Managers (Combined)	$63.1K	0.0% ($63.1K/$768.4M)	QoQ -6.10% (-$4.1K) YoY -2.61% (-$1.7K)
(cusip674599162)✕	2.3K	QoQ -0.30% (-7) YoY +193.14% (+1.5K)	All Managers (Combined)	$62.7K	0.0% ($62.7K/$768.4M)	QoQ +0.12% (-$79) YoY +88.19% (+$29.4K)
(cusip26922A842)✕	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$62.3K	0.0% ($62.3K/$768.4M)	QoQ NEW(+$62.3K) YoY NEW(+$62.3K)
(cusip45782C821)✕	1.8K	QoQ -12.08% (-245) YoY NEW(+1.8K)	All Managers (Combined)	$61.6K	0.0% ($61.6K/$768.4M)	QoQ -13.90% (-$9.9K) YoY NEW(+$61.6K)
(VONGcusip92206C680)	653	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$60.6K	0.0% ($60.6K/$768.4M)	QoQ -10.17% (-$6.9K) YoY +7.06% (+$4.0K)
(VGITcusip92206C706)	980	QoQ 0.00% (+0) YoY +424.06% (+793)	All Managers (Combined)	$58.2K	0.0% ($58.2K/$768.4M)	QoQ +2.41% (+$1.4K) YoY +431.66% (+$47.3K)
(cusip46137V274)✕	790	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$55.0K	0.0% ($55.0K/$768.4M)	QoQ +5.96% (+$3.1K) YoY +23.07% (+$10.3K)
(cusip46429B655)✕	1.0K	QoQ +62.50% (+400) YoY +62.50% (+400)	All Managers (Combined)	$53.1K	0.0% ($53.1K/$768.4M)	QoQ +63.04% (+$20.5K) YoY +62.47% (+$20.4K)
(IWBcusip464287622)	167	QoQ -90.54% (-1.6K) YoY +568.00% (+142)	All Managers (Combined)	$51.2K	0.0% ($51.2K/$768.4M)	QoQ -91.00% (-$518.0K) YoY +611.37% (+$44.0K)
(cusip46435G417)✕	1.1K	QoQ +100.00% (+555) YoY +100.00% (+555)	All Managers (Combined)	$48.2K	0.0% ($48.2K/$768.4M)	QoQ +104.50% (+$24.6K) YoY +102.36% (+$24.4K)
(AVEMcusip025072604)	800	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$48.1K	0.0% ($48.1K/$768.4M)	QoQ +2.34% (+$1.1K) YoY +3.81% (+$1.8K)
(GDXcusip92189F106)	1.0K	QoQ +73.86% (+441) YoY +74.16% (+442)	All Managers (Combined)	$47.7K	0.0% ($47.7K/$768.4M)	QoQ +135.69% (+$27.5K) YoY +153.24% (+$28.9K)
(FNDXcusip808524771)	1.9K	QoQ +40.37% (+541) YoY +326.53% (+1.4K)	All Managers (Combined)	$44.4K	0.0% ($44.4K/$768.4M)	QoQ +39.93% (+$12.7K) YoY +49.54% (+$14.7K)
(cusip97717W877)✕	781	QoQ -6.57% (-55) YoY -10.02% (-87)	All Managers (Combined)	$43.8K	0.0% ($43.8K/$768.4M)	QoQ +0.19% (-$85) YoY -0.72% (-$321)
(cusip464288661)✕	360	QoQ -9.31% (-37) YoY +21.21% (+63)	All Managers (Combined)	$42.5K	0.0% ($42.5K/$768.4M)	QoQ -7.28% (-$3.3K) YoY +23.64% (+$8.1K)
(cusip464286806)✕	1.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$41.0K	0.0% ($41.0K/$768.4M)	QoQ +16.52% (+$5.8K) YoY +16.78% (+$5.9K)
(cusip46137V407)✕	1.0K	QoQ -0.95% (-10) YoY -18.75% (-239)	All Managers (Combined)	$40.2K	0.0% ($40.2K/$768.4M)	QoQ -4.86% (-$2.1K) YoY -25.33% (-$13.6K)
(cusip46138G706)✕	1.3K	QoQ 0.00% (-0) YoY -12.71% (-190)	All Managers (Combined)	$39.7K	0.0% ($39.7K/$768.4M)	QoQ -8.03% (-$3.5K) YoY -41.40% (-$28.1K)
(BBUScusip46641Q399)	388	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$39.1K	0.0% ($39.1K/$768.4M)	QoQ -4.74% (-$2.0K) YoY +6.83% (+$2.5K)