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,
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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,
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  null,
  null,
  null,
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  "USA",
  null,
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  null,
  null,
  null,
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  null,
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  "FCX",
  null,
  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,
  null,
  null,
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  null,
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  "ICE",
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  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,
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  null,
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  "IWS",
  null,
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  null,
  "MSFT",
  "MS",
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  null,
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  "FIS",
  "GE",
  "TEVA",
  "OXY",
  null,
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  "BX",
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  null,
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  null,
  null,
  null,
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  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",
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  "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,
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  "VCIT",
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  null,
  null,
  "VIG",
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  null,
  null,
  null,
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  null,
  null,
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  "IWO",
  "XLB",
  null,
  "IWN",
  "IEF",
  null,
  null,
  null,
  null,
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  "TT",
  null,
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  "AMD",
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  null,
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  "IDXX",
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  null,
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  "IVE",
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  "HBAN",
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  "VEU",
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  null,
  "VUG",
  "VEA",
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  null,
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  null,
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  null,
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  "VGLT",
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  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  "WMT",
  "WFC",
  null,
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  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 24 of 27

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464287184

Shares:500

Value:$17.9K

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

46138G649

Shares:92

Value:$17.8K

% of Portfolio:0.0% ($17.8K/$768.4M)

922908652

VXF|922908652

Shares:98

Value:$16.9K

% of Portfolio:0.0% ($16.9K/$768.4M)

DENISON MINES CORP.

DNN|248356107

Shares:12.0K

Value:$15.6K

% of Portfolio:0.0% ($15.6K/$768.4M)

316092881

Shares:320

Value:$15.5K

% of Portfolio:0.0% ($15.5K/$768.4M)

69374H709

Shares:390

Value:$14.4K

% of Portfolio:0.0% ($14.4K/$768.4M)

464287564

ICF|464287564

Shares:228

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$768.4M)

92206C623

Shares:74

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$768.4M)

46436E569

Shares:319

Value:$13.6K

% of Portfolio:0.0% ($13.6K/$768.4M)

33738R860

Shares:440

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$768.4M)

69374H857

Shares:329

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$768.4M)

45782C748

Shares:330

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$768.4M)

025072760

Shares:211

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$768.4M)

26922A446

Shares:324

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$768.4M)

92206C771

Shares:239

Value:$11.1K

% of Portfolio:0.0% ($11.1K/$768.4M)

921937793

BLV|921937793

Shares:151

Value:$10.6K

% of Portfolio:0.0% ($10.6K/$768.4M)

46436E759

Shares:156

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$768.4M)

26922A784

Shares:236

Value:$10.5K

% of Portfolio:0.0% ($10.5K/$768.4M)

46641Q167

Shares:159

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$768.4M)

46429B598

Shares:183

Value:$9.4K

% of Portfolio:0.0% ($9.4K/$768.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287184)✕	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$17.9K	0.0% ($17.9K/$768.4M)	QoQ NEW(+$17.9K) YoY NEW(+$17.9K)
(cusip46138G649)✕	92	QoQ 0.00% (-0) YoY NEW(+92)	All Managers (Combined)	$17.8K	0.0% ($17.8K/$768.4M)	QoQ -8.27% (-$1.6K) YoY NEW(+$17.8K)
(VXFcusip922908652)	98	QoQ -81.61% (-435) YoY 0.00% (-0)	All Managers (Combined)	$16.9K	0.0% ($16.9K/$768.4M)	QoQ -83.32% (-$84.4K) YoY -1.71% (-$295)
DENISON MINES CORP.(DNNcusip248356107)	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$15.6K	0.0% ($15.6K/$768.4M)	QoQ NEW(+$15.6K) YoY NEW(+$15.6K)
(cusip316092881)✕	320	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$15.5K	0.0% ($15.5K/$768.4M)	QoQ +0.26% (+$41) YoY -7.73% (-$1.3K)
(cusip69374H709)✕	390	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.4K	0.0% ($14.4K/$768.4M)	QoQ +8.46% (+$1.1K) YoY +6.56% (+$889)
(ICFcusip464287564)	228	QoQ 0.00% (+0) YoY -32.74% (-111)	All Managers (Combined)	$14.0K	0.0% ($14.0K/$768.4M)	QoQ +2.11% (+$290) YoY -28.27% (-$5.5K)
(cusip92206C623)✕	74	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$768.4M)	QoQ -11.25% (-$1.8K) YoY -5.09% (-$743)
(cusip46436E569)✕	319	QoQ 0.00% (-0) YoY NEW(+319)	All Managers (Combined)	$13.6K	0.0% ($13.6K/$768.4M)	QoQ -5.55% (-$802) YoY NEW(+$13.6K)
(cusip33738R860)✕	440	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.4K	0.0% ($13.4K/$768.4M)	QoQ -4.42% (-$620) YoY +12.00% (+$1.4K)
(cusip69374H857)✕	329	QoQ +250.00% (+235) YoY +253.76% (+236)	All Managers (Combined)	$12.3K	0.0% ($12.3K/$768.4M)	QoQ +197.87% (+$8.2K) YoY +168.99% (+$7.7K)
(cusip45782C748)✕	330	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$12.2K	0.0% ($12.2K/$768.4M)	QoQ -1.35% (-$168) YoY +7.20% (+$821)
(cusip025072760)✕	211	QoQ 0.00% (-0) YoY +75.83% (+91)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$768.4M)	QoQ -6.08% (-$775) YoY +72.40% (+$5.0K)
(cusip26922A446)✕	324	QoQ NEW(+324) YoY NEW(+324)	All Managers (Combined)	$11.3K	0.0% ($11.3K/$768.4M)	QoQ NEW(+$11.3K) YoY NEW(+$11.3K)
(cusip92206C771)✕	239	QoQ +14.35% (+30) YoY -54.47% (-286)	All Managers (Combined)	$11.1K	0.0% ($11.1K/$768.4M)	QoQ +16.80% (+$1.6K) YoY -53.77% (-$12.9K)
(BLVcusip921937793)	151	QoQ +22.76% (+28) YoY +22.76% (+28)	All Managers (Combined)	$10.6K	0.0% ($10.6K/$768.4M)	QoQ +26.32% (+$2.2K) YoY +19.51% (+$1.7K)
(cusip46436E759)✕	156	QoQ -80.05% (-626) YoY -71.48% (-391)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$768.4M)	QoQ -79.21% (-$40.0K) YoY -71.81% (-$26.8K)
(cusip26922A784)✕	236	QoQ NEW(+236) YoY NEW(+236)	All Managers (Combined)	$10.5K	0.0% ($10.5K/$768.4M)	QoQ NEW(+$10.5K) YoY NEW(+$10.5K)
(cusip46641Q167)✕	159	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$768.4M)	QoQ +0.37% (+$38) YoY +6.09% (+$580)
(cusip46429B598)✕	183	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$9.4K	0.0% ($9.4K/$768.4M)	QoQ -2.20% (-$212) YoY -0.21% (-$20)