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 27 of 27

Sort by:

92206C565

Shares:30

Value:$2.1K

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

46137V134

Shares:124

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$768.4M)

00214Q302

Shares:91

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$768.4M)

46435U556

Shares:58

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$768.4M)

46641Q845

Shares:32

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$768.4M)

46641Q340

Shares:14

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$768.4M)

46138E727

Shares:57

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$768.4M)

46435U853

Shares:27

Value:$994

% of Portfolio:0.0% ($994/$768.4M)

46435U663

Shares:21

Value:$807

% of Portfolio:0.0% ($807/$768.4M)

69374H881

Shares:2

Value:$110

% of Portfolio:0.0% ($110/$768.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C565)✕	30	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$768.4M)	QoQ +0.87% (+$18) YoY +0.29% (+$6)
(cusip46137V134)✕	124	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$768.4M)	QoQ -21.32% (-$529) YoY -31.70% (-$906)
(cusip00214Q302)✕	91	QoQ 0.00% (-0) YoY NEW(+91)	All Managers (Combined)	$1.9K	0.0% ($1.9K/$768.4M)	QoQ -11.85% (-$254) YoY NEW(+$1.9K)
(cusip46435U556)✕	58	QoQ NEW(+58) YoY NEW(+58)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$768.4M)	QoQ NEW(+$1.8K) YoY NEW(+$1.8K)
(cusip46641Q845)✕	32	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$768.4M)	QoQ -6.87% (-$103) YoY -3.52% (-$51)
(cusip46641Q340)✕	14	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$768.4M)	QoQ -6.31% (-$85) YoY -2.47% (-$32)
(cusip46138E727)✕	57	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$768.4M)	QoQ +6.16% (+$72) YoY +11.72% (+$130)
(cusip46435U853)✕	27	QoQ -15.62% (-5) YoY -41.30% (-19)	All Managers (Combined)	$994	0.0% ($994/$768.4M)	QoQ -15.54% (-$183) YoY -41.00% (-$691)
(cusip46435U663)✕	21	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$807	0.0% ($807/$768.4M)	QoQ -8.60% (-$76) YoY -4.60% (-$39)
(cusip69374H881)✕	2	QoQ -99.37% (-316) YoY -99.58% (-485)	All Managers (Combined)	$110	0.0% ($110/$768.4M)	QoQ -99.39% (-$17.9K) YoY -99.61% (-$28.2K)