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 26 of 27

Sort by:

46137V118

Shares:61

Value:$3.9K

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

464287523

Shares:20

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$768.4M)

464286533

Shares:60

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$768.4M)

46138E511

Shares:307

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$768.4M)

45782C102

Shares:128

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$768.4M)

26922A388

Shares:124

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$768.4M)

00214Q708

Shares:100

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$768.4M)

97717W315

Shares:78

Value:$3.3K

% of Portfolio:0.0% ($3.3K/$768.4M)

78464A672

Shares:112

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$768.4M)

46432F388

Shares:29

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$768.4M)

032108474

Shares:157

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$768.4M)

97717X669

Shares:38

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$768.4M)

33734X143

Shares:29

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$768.4M)

46641Q332

Shares:49

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$768.4M)

69374H766

Shares:75

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$768.4M)

46435U366

Shares:89

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$768.4M)

92206C599

Shares:10

Value:$2.5K

% of Portfolio:0.0% ($2.5K/$768.4M)

46641Q159

Shares:53

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$768.4M)

46137V282

Shares:70

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$768.4M)

46138G599

Shares:100

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$768.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V118)✕	61	QoQ NEW(+61) YoY +144.00% (+36)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$768.4M)	QoQ NEW(+$3.9K) YoY +139.75% (+$2.3K)
(cusip464287523)✕	20	QoQ NEW(+20) YoY NEW(+20)	All Managers (Combined)	$3.8K	0.0% ($3.8K/$768.4M)	QoQ NEW(+$3.8K) YoY NEW(+$3.8K)
(cusip464286533)✕	60	QoQ 0.00% (+0) YoY -4.76% (-3)	All Managers (Combined)	$3.5K	0.0% ($3.5K/$768.4M)	QoQ +0.60% (+$21) YoY -1.21% (-$43)
(cusip46138E511)✕	307	QoQ 0.00% (-0) YoY -58.56% (-434)	All Managers (Combined)	$3.4K	0.0% ($3.4K/$768.4M)	QoQ -2.68% (-$95) YoY -60.86% (-$5.4K)
(cusip45782C102)✕	128	QoQ NEW(+128) YoY NEW(+128)	All Managers (Combined)	$3.4K	0.0% ($3.4K/$768.4M)	QoQ NEW(+$3.4K) YoY NEW(+$3.4K)
(cusip26922A388)✕	124	QoQ NEW(+124) YoY NEW(+124)	All Managers (Combined)	$3.4K	0.0% ($3.4K/$768.4M)	QoQ NEW(+$3.4K) YoY NEW(+$3.4K)
(cusip00214Q708)✕	100	QoQ 0.00% (-0) YoY NEW(+100)	All Managers (Combined)	$3.3K	0.0% ($3.3K/$768.4M)	QoQ -10.22% (-$379) YoY NEW(+$3.3K)
(cusip97717W315)✕	78	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.3K	0.0% ($3.3K/$768.4M)	QoQ +3.92% (+$124) YoY +0.55% (+$18)
(cusip78464A672)✕	112	QoQ NEW(+112) YoY NEW(+112)	All Managers (Combined)	$3.2K	0.0% ($3.2K/$768.4M)	QoQ NEW(+$3.2K) YoY NEW(+$3.2K)
(cusip46432F388)✕	29	QoQ -19.44% (-7) YoY -19.44% (-7)	All Managers (Combined)	$3.1K	0.0% ($3.1K/$768.4M)	QoQ -18.64% (-$709) YoY -20.67% (-$806)
(cusip032108474)✕	157	QoQ NEW(+157) YoY NEW(+157)	All Managers (Combined)	$3.1K	0.0% ($3.1K/$768.4M)	QoQ NEW(+$3.1K) YoY NEW(+$3.1K)
(cusip97717X669)✕	38	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$768.4M)	QoQ -1.36% (-$42) YoY +4.81% (+$139)
(cusip33734X143)✕	29	QoQ NEW(+29) YoY NEW(+29)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$768.4M)	QoQ NEW(+$3.0K) YoY NEW(+$3.0K)
(cusip46641Q332)✕	49	QoQ -87.65% (-348) YoY -87.65% (-348)	All Managers (Combined)	$2.8K	0.0% ($2.8K/$768.4M)	QoQ -87.82% (-$20.2K) YoY -87.81% (-$20.2K)
(cusip69374H766)✕	75	QoQ 0.00% (+0) YoY NEW(+75)	All Managers (Combined)	$2.8K	0.0% ($2.8K/$768.4M)	QoQ +3.47% (+$93) YoY NEW(+$2.8K)
(cusip46435U366)✕	89	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2.6K	0.0% ($2.6K/$768.4M)	QoQ 0.00% (+$0) YoY -7.00% (-$196)
(cusip92206C599)✕	10	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.5K	0.0% ($2.5K/$768.4M)	QoQ -4.96% (-$129) YoY +5.92% (+$138)
(cusip46641Q159)✕	53	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.4K	0.0% ($2.4K/$768.4M)	QoQ +0.49% (+$12) YoY +1.11% (+$27)
(cusip46137V282)✕	70	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.4K	0.0% ($2.4K/$768.4M)	QoQ -8.59% (-$225) YoY -2.80% (-$69)
(cusip46138G599)✕	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$768.4M)	QoQ -1.53% (-$33) YoY -4.46% (-$99)