Wealthshield-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GDX",
  null,
  null,
  "FNDF",
  null,
  null,
  "MMM",
  "ABT",
  null,
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  "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,
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  "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 3 of 27

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HOME DEPOT, INC.

HD|437076102

Shares:13.9K

Value:$5.1M

% of Portfolio:0.7% ($5.1M/$768.4M)

VISA INC.

V|92826C839

Shares:14.4K

Value:$5.1M

% of Portfolio:0.7% ($5.1M/$768.4M)

Motorola Solutions, Inc.

MSI|620076307

Shares:11.3K

Value:$4.9M

% of Portfolio:0.6% ($4.9M/$768.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:8.9K

Value:$4.7M

% of Portfolio:0.6% ($4.7M/$768.4M)

81369Y803

XLK|81369Y803

Shares:22.1K

Value:$4.6M

% of Portfolio:0.6% ($4.6M/$768.4M)

78464A201

Shares:53.7K

Value:$4.5M

% of Portfolio:0.6% ($4.5M/$768.4M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:25.7K

Value:$4.4M

% of Portfolio:0.6% ($4.4M/$768.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:25.3K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$768.4M)

Johnson Controls International plc

JCI|G51502105

Shares:53.6K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$768.4M)

CME GROUP INC.

CME|12572Q105

Shares:16.0K

Value:$4.2M

% of Portfolio:0.6% ($4.2M/$768.4M)

46434G764

EMXC|46434G764

Shares:70.4K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$768.4M)

921937835

BND|921937835

Shares:52.5K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$768.4M)

464287721

Shares:27.4K

Value:$3.8M

% of Portfolio:0.5% ($3.8M/$768.4M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:20.0K

Value:$3.8M

% of Portfolio:0.5% ($3.8M/$768.4M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:30.7K

Value:$3.7M

% of Portfolio:0.5% ($3.7M/$768.4M)

464287671

IUSG|464287671

Shares:29.3K

Value:$3.7M

% of Portfolio:0.5% ($3.7M/$768.4M)

464288588

Shares:39.6K

Value:$3.7M

% of Portfolio:0.5% ($3.7M/$768.4M)

464287614

IWF|464287614

Shares:9.8K

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$768.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:76.5K

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$768.4M)

464288653

Shares:32.6K

Value:$3.4M

% of Portfolio:0.4% ($3.4M/$768.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	13.9K	QoQ +6.99% (+908) YoY -13.13% (-2.1K)	All Managers (Combined)	$5.1M	0.7% ($5.1M/$768.4M)	QoQ +0.80% (+$40.7K) YoY -17.01% (-$1.0M)
VISA INC.(Vcusip92826C839)	14.4K	QoQ +9.03% (+1.2K) YoY +23.95% (+2.8K)	All Managers (Combined)	$5.1M	0.7% ($5.1M/$768.4M)	QoQ +20.91% (+$874.3K) YoY +55.66% (+$1.8M)
Motorola Solutions, Inc.(MSIcusip620076307)	11.3K	QoQ +109.86% (+5.9K) YoY +117.43% (+6.1K)	All Managers (Combined)	$4.9M	0.6% ($4.9M/$768.4M)	QoQ +98.52% (+$2.4M) YoY +167.76% (+$3.1M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	8.9K	QoQ +14.68% (+1.1K) YoY +31.52% (+2.1K)	All Managers (Combined)	$4.7M	0.6% ($4.7M/$768.4M)	QoQ +18.74% (+$738.6K) YoY +39.25% (+$1.3M)
(XLKcusip81369Y803)	22.1K	QoQ -23.31% (-6.7K) YoY -2.10% (-477)	All Managers (Combined)	$4.6M	0.6% ($4.6M/$768.4M)	QoQ -31.90% (-$2.1M) YoY -2.94% (-$138.9K)
(cusip78464A201)✕	53.7K	QoQ +1.12% (-600) YoY +16.88% (+7.8K)	All Managers (Combined)	$4.5M	0.6% ($4.5M/$768.4M)	QoQ -7.09% (-$340.6K) YoY +11.22% (+$449.9K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	25.7K	QoQ +6.31% (+1.5K) YoY +12.80% (+2.9K)	All Managers (Combined)	$4.4M	0.6% ($4.4M/$768.4M)	QoQ +23.07% (+$832.4K) YoY +41.14% (+$1.3M)
Palo Alto Networks Inc(PANWcusip697435105)	25.3K	QoQ +11.26% (+2.6K) YoY +133.26% (+14.5K)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$768.4M)	QoQ +4.34% (+$180.0K) YoY +40.09% (+$1.2M)
Johnson Controls International plc(JCIcusipG51502105)	53.6K	QoQ +92.41% (+25.8K) YoY +111.87% (+28.3K)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$768.4M)	QoQ +94.78% (+$2.1M) YoY +158.95% (+$2.6M)
CME GROUP INC.(CMEcusip12572Q105)	16.0K	QoQ +4.64% (+711) YoY +21.23% (+2.8K)	All Managers (Combined)	$4.2M	0.6% ($4.2M/$768.4M)	QoQ +16.61% (+$605.2K) YoY +49.38% (+$1.4M)
(EMXCcusip46434G764)	70.4K	QoQ -21.19% (-18.9K) YoY +20.19% (+11.8K)	All Managers (Combined)	$3.9M	0.5% ($3.9M/$768.4M)	QoQ -21.70% (-$1.1M) YoY +15.01% (+$506.3K)
(BNDcusip921937835)	52.5K	QoQ +3.53% (+1.8K) YoY +30.97% (+12.4K)	All Managers (Combined)	$3.9M	0.5% ($3.9M/$768.4M)	QoQ +5.75% (+$210.0K) YoY +32.44% (+$945.6K)
(cusip464287721)✕	27.4K	QoQ +2.14% (-576) YoY -9.88% (-3.0K)	All Managers (Combined)	$3.8M	0.5% ($3.8M/$768.4M)	QoQ -10.06% (-$430.4K) YoY -6.29% (-$258.2K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	20.0K	QoQ +97.81% (+9.9K) YoY +122.13% (+11.0K)	All Managers (Combined)	$3.8M	0.5% ($3.8M/$768.4M)	QoQ +80.46% (+$1.7M) YoY +70.12% (+$1.6M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	30.7K	QoQ +14.20% (+3.8K) YoY -3.20% (-1.0K)	All Managers (Combined)	$3.7M	0.5% ($3.7M/$768.4M)	QoQ +15.14% (+$491.8K) YoY +16.25% (-$522.5K)
(IUSGcusip464287671)	29.3K	QoQ +29.72% (+6.7K) YoY +25.79% (+6.0K)	All Managers (Combined)	$3.7M	0.5% ($3.7M/$768.4M)	QoQ +18.30% (+$576.7K) YoY +36.38% (+$994.4K)
(cusip464288588)✕	39.6K	QoQ -6.66% (-2.8K) YoY +3.91% (+1.5K)	All Managers (Combined)	$3.7M	0.5% ($3.7M/$768.4M)	QoQ -4.52% (-$175.8K) YoY +5.44% (+$191.7K)
(IWFcusip464287614)	9.8K	QoQ +3.14% (-300) YoY -5.02% (-520)	All Managers (Combined)	$3.5M	0.5% ($3.5M/$768.4M)	QoQ -7.25% (-$277.4K) YoY +1.75% (-$61.1K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	76.5K	QoQ +2.51% (+1.9K) YoY +16.14% (+10.6K)	All Managers (Combined)	$3.5M	0.5% ($3.5M/$768.4M)	QoQ +16.27% (+$485.8K) YoY +25.55% (+$706.3K)
(cusip464288653)✕	32.6K	QoQ +126.21% (+18.2K) YoY +102.21% (+16.5K)	All Managers (Combined)	$3.4M	0.4% ($3.4M/$768.4M)	QoQ +135.77% (+$1.9M) YoY +99.75% (+$1.7M)