Wealthshield-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
  null,
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  null,
  null,
  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,
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  null,
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  null,
  null,
  null,
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  null,
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  "IEFA",
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  null,
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  null,
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  "O",
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  null,
  null,
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  null,
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  null,
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  "YUM",
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  null,
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  null,
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  null,
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  "LLY",
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  "NFLX",
  "PM",
  null,
  null,
  null,
  "MO",
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  "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 25 of 27

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46641Q266

Shares:232

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$768.4M)

33734X127

Shares:508

Value:$8.4K

% of Portfolio:0.0% ($8.4K/$768.4M)

74915M100

Shares:40.0K

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$768.4M)

69374H642

Shares:374

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$768.4M)

46137V233

Shares:158

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$768.4M)

97717W406

Shares:58

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$768.4M)

45782C888

Shares:150

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$768.4M)

78464A474

Shares:200

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$768.4M)

78464A516

Shares:268

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$768.4M)

09290C608

Shares:125

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$768.4M)

67092P870

Shares:248

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$768.4M)

464287556

Shares:43

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$768.4M)

92189F536

Shares:307

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$768.4M)

78464A755

Shares:90

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$768.4M)

78468R663

Shares:54

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$768.4M)

92189F411

Shares:278

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$768.4M)

46435U549

Shares:98

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$768.4M)

46137V266

Shares:115

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$768.4M)

35473P850

Shares:180

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$768.4M)

46641Q878

Shares:85

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$768.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q266)✕	232	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.9K	0.0% ($8.9K/$768.4M)	QoQ +2.26% (+$197) YoY +4.38% (+$373)
(cusip33734X127)✕	508	QoQ NEW(+508) YoY 0.00% (-0)	All Managers (Combined)	$8.4K	0.0% ($8.4K/$768.4M)	QoQ NEW(+$8.4K) YoY -11.80% (-$1.1K)
(cusip74915M100)✕	40.0K	QoQ NEW(+40.0K) YoY NEW(+40.0K)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$768.4M)	QoQ NEW(+$8.0K) YoY NEW(+$8.0K)
(cusip69374H642)✕	374	QoQ 0.00% (+0) YoY -88.39% (-2.8K)	All Managers (Combined)	$7.5K	0.0% ($7.5K/$768.4M)	QoQ +0.29% (+$22) YoY -88.58% (-$58.2K)
(cusip46137V233)✕	158	QoQ 0.00% (-0) YoY -99.50% (-32.0K)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$768.4M)	QoQ -7.89% (-$623) YoY -99.46% (-$1.3M)
(cusip97717W406)✕	58	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$768.4M)	QoQ +3.07% (+$191) YoY +7.86% (+$467)
(cusip45782C888)✕	150	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$768.4M)	QoQ -4.15% (-$276) YoY +6.07% (+$365)
(cusip78464A474)✕	200	QoQ -42.02% (-145) YoY -97.54% (-7.9K)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$768.4M)	QoQ -41.56% (-$4.3K) YoY -97.51% (-$236.3K)
(cusip78464A516)✕	268	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$5.9K	0.0% ($5.9K/$768.4M)	QoQ +2.18% (+$125) YoY -1.71% (-$102)
(cusip09290C608)✕	125	QoQ -68.03% (-266) YoY -67.19% (-256)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$768.4M)	QoQ -66.06% (-$11.2K) YoY -66.81% (-$11.6K)
(cusip67092P870)✕	248	QoQ 0.00% (+0) YoY -12.36% (-35)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$768.4M)	QoQ +1.87% (+$101) YoY -11.51% (-$716)
(cusip464287556)✕	43	QoQ -77.12% (-145) YoY -83.65% (-220)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$768.4M)	QoQ -77.87% (-$19.4K) YoY -84.75% (-$30.6K)
(cusip92189F536)✕	307	QoQ 0.00% (-0) YoY -26.55% (-111)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$768.4M)	QoQ -2.73% (-$150) YoY -29.07% (-$2.2K)
(cusip78464A755)✕	90	QoQ NEW(+90) YoY NEW(+90)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$768.4M)	QoQ NEW(+$5.0K) YoY NEW(+$5.0K)
(cusip78468R663)✕	54	QoQ NEW(+54) YoY NEW(+54)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$768.4M)	QoQ NEW(+$5.0K) YoY NEW(+$5.0K)
(cusip92189F411)✕	278	QoQ +100.00% (+139) YoY NEW(+278)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$768.4M)	QoQ +101.55% (+$2.3K) YoY NEW(+$4.7K)
(cusip46435U549)✕	98	QoQ 0.00% (+0) YoY -87.32% (-675)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$768.4M)	QoQ +2.24% (+$102) YoY -87.20% (-$31.7K)
(cusip46137V266)✕	115	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.4K	0.0% ($4.4K/$768.4M)	QoQ -7.29% (-$346) YoY +4.16% (+$176)
(cusip35473P850)✕	180	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.2K	0.0% ($4.2K/$768.4M)	QoQ -1.62% (-$70) YoY -1.78% (-$77)
(cusip46641Q878)✕	85	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$768.4M)	QoQ -0.76% (-$30) YoY -0.30% (-$12)