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,
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  null,
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  null,
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  "T",
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  null,
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  null,
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  null,
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  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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  null,
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  null,
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  null,
  null,
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  "MUB",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  "HEFA",
  null,
  null,
  null,
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  null,
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  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  "EEM",
  null,
  "IWF",
  null,
  null,
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  null,
  null,
  "PANW",
  "PEP",
  null,
  null,
  "VGSH",
  null,
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  "GS",
  "HPE",
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  "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",
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  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
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  null,
  null,
  null,
  "IBM",
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  "CI",
  "TJX",
  "TFC",
  "UBER",
  "UPS",
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  "VNQ",
  "VO",
  "VXF",
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  null,
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  null,
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  "VWO",
  null,
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  null,
  null,
  "IWV",
  null,
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  "PRF",
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  "VCIT",
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  "VIG",
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  null,
  null,
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  "IWO",
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  null,
  "IWN",
  "IEF",
  null,
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  null,
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  "TT",
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  null,
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  null,
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  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
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  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  "WMT",
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "YUM",
  "IUSG",
  null,
  null,
  null,
  "DNN",
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  null,
  "DVY",
  "SCHG",
  null,
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  null,
  "SCHA",
  null,
  "JCI",
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  "SO",
  null,
  null,
  "PPL",
  null,
  "PSX",
  "CRM",
  null,
  null,
  null,
  "DIA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
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  null,
  "IUSV",
  null,
  "ZBH",
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  null,
  null,
  "SPYV",
  null,
  "ESGU",
  null,
  null,
  "FDX",
  null,
  null,
  "ADP",
  "BAC",
  "BK",
  "BRK-B",
  null,
  null,
  null,
  "BA",
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  "CDNS",
  "CTRE",
  "CVX",
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  "CB",
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  "CSCO",
  "C",
  "CME",
  "KO",
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  "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 23 of 27

Sort by:

81369Y308

Shares:317

Value:$25.9K

% of Portfolio:0.0% ($25.9K/$768.4M)

69374H204

Shares:748

Value:$25.9K

% of Portfolio:0.0% ($25.9K/$768.4M)

808524748

Shares:700

Value:$25.3K

% of Portfolio:0.0% ($25.3K/$768.4M)

46138G615

Shares:750

Value:$25.2K

% of Portfolio:0.0% ($25.2K/$768.4M)

46436E767

Shares:534

Value:$24.9K

% of Portfolio:0.0% ($24.9K/$768.4M)

33739Q200

Shares:505

Value:$24.8K

% of Portfolio:0.0% ($24.8K/$768.4M)

46138E743

PXF|46138E743

Shares:472

Value:$24.5K

% of Portfolio:0.0% ($24.5K/$768.4M)

46641Q373

Shares:383

Value:$23.6K

% of Portfolio:0.0% ($23.6K/$768.4M)

92189F791

GDXJ|92189F791

Shares:398

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$768.4M)

46435G342

Shares:1.0K

Value:$22.4K

% of Portfolio:0.0% ($22.4K/$768.4M)

72201R817

Shares:231

Value:$22.4K

% of Portfolio:0.0% ($22.4K/$768.4M)

46137V258

Shares:225

Value:$20.8K

% of Portfolio:0.0% ($20.8K/$768.4M)

45782C789

Shares:478

Value:$20.6K

% of Portfolio:0.0% ($20.6K/$768.4M)

46435G243

Shares:799

Value:$20.0K

% of Portfolio:0.0% ($20.0K/$768.4M)

81369Y407

Shares:101

Value:$19.9K

% of Portfolio:0.0% ($19.9K/$768.4M)

46137V621

Shares:1.3K

Value:$18.7K

% of Portfolio:0.0% ($18.7K/$768.4M)

032108607

Shares:500

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$768.4M)

46436E270

Shares:703

Value:$18.1K

% of Portfolio:0.0% ($18.1K/$768.4M)

92189F437

Shares:625

Value:$18.0K

% of Portfolio:0.0% ($18.0K/$768.4M)

33733E104

Shares:200

Value:$17.9K

% of Portfolio:0.0% ($17.9K/$768.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y308)✕	317	QoQ NEW(+317) YoY NEW(+317)	All Managers (Combined)	$25.9K	0.0% ($25.9K/$768.4M)	QoQ NEW(+$25.9K) YoY NEW(+$25.9K)
(cusip69374H204)✕	748	QoQ -38.78% (-474) YoY -38.78% (-474)	All Managers (Combined)	$25.9K	0.0% ($25.9K/$768.4M)	QoQ -42.78% (-$19.4K) YoY -41.21% (-$18.1K)
(cusip808524748)✕	700	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$25.3K	0.0% ($25.3K/$768.4M)	QoQ +6.03% (+$1.4K) YoY +2.05% (+$511)
(cusip46138G615)✕	750	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$25.2K	0.0% ($25.2K/$768.4M)	QoQ -14.20% (-$4.2K) YoY -12.80% (-$3.7K)
(cusip46436E767)✕	534	QoQ -68.66% (-1.2K) YoY -64.04% (-951)	All Managers (Combined)	$24.9K	0.0% ($24.9K/$768.4M)	QoQ -70.58% (-$59.8K) YoY -62.82% (-$42.1K)
(cusip33739Q200)✕	505	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$24.8K	0.0% ($24.8K/$768.4M)	QoQ +1.00% (+$248) YoY +1.88% (+$460)
(PXFcusip46138E743)	472	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$24.5K	0.0% ($24.5K/$768.4M)	QoQ +8.56% (+$1.9K) YoY +4.71% (+$1.1K)
(cusip46641Q373)✕	383	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$23.6K	0.0% ($23.6K/$768.4M)	QoQ +7.71% (+$1.7K) YoY +2.27% (+$524)
(GDXJcusip92189F791)	398	QoQ NEW(+398) YoY -5.91% (-25)	All Managers (Combined)	$22.8K	0.0% ($22.8K/$768.4M)	QoQ NEW(+$22.8K) YoY +38.92% (-$6.4K)
(cusip46435G342)✕	1.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$22.4K	0.0% ($22.4K/$768.4M)	QoQ +5.10% (+$1.1K) YoY -3.44% (-$800)
(cusip72201R817)✕	231	QoQ 0.00% (+0) YoY -6.09% (-15)	All Managers (Combined)	$22.4K	0.0% ($22.4K/$768.4M)	QoQ +1.35% (+$299) YoY -5.37% (-$1.3K)
(cusip46137V258)✕	225	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$20.8K	0.0% ($20.8K/$768.4M)	QoQ +2.37% (+$482) YoY +4.42% (+$880)
(cusip45782C789)✕	478	QoQ NEW(+478) YoY NEW(+478)	All Managers (Combined)	$20.6K	0.0% ($20.6K/$768.4M)	QoQ NEW(+$20.6K) YoY NEW(+$20.6K)
(cusip46435G243)✕	799	QoQ 0.00% (+0) YoY -14.90% (-140)	All Managers (Combined)	$20.0K	0.0% ($20.0K/$768.4M)	QoQ +1.17% (+$232) YoY -13.13% (-$3.0K)
(cusip81369Y407)✕	101	QoQ +32.89% (+25) YoY +32.89% (+25)	All Managers (Combined)	$19.9K	0.0% ($19.9K/$768.4M)	QoQ +15.90% (+$2.7K) YoY +42.25% (+$5.9K)
(cusip46137V621)✕	1.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$18.7K	0.0% ($18.7K/$768.4M)	QoQ -1.85% (-$353) YoY -6.29% (-$1.3K)
(cusip032108607)✕	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$18.4K	0.0% ($18.4K/$768.4M)	QoQ NEW(+$18.4K) YoY NEW(+$18.4K)
(cusip46436E270)✕	703	QoQ 0.00% (+0) YoY NEW(+703)	All Managers (Combined)	$18.1K	0.0% ($18.1K/$768.4M)	QoQ +2.37% (+$420) YoY NEW(+$18.1K)
(cusip92189F437)✕	625	QoQ -10.71% (-75) YoY -19.35% (-150)	All Managers (Combined)	$18.0K	0.0% ($18.0K/$768.4M)	QoQ -10.12% (-$2.0K) YoY -19.79% (-$4.5K)
(cusip33733E104)✕	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$17.9K	0.0% ($17.9K/$768.4M)	QoQ +2.07% (+$364) YoY +4.65% (+$798)