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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Wealthshield-Partners
Data Enrichment
45% identified236 identified294 unidentified
Holdings
530 positions • $768.4M total value
Manager:
Search and click to pin securities to the top
Page 4 of 27
464288869
Shares:29.4K
Value:$3.3M
% of Portfolio:0.4% ($3.3M/$768.4M)
808524706
Shares:110.1K
Value:$3.0M
% of Portfolio:0.4% ($3.0M/$768.4M)
464287432
Shares:32.9K
Value:$3.0M
% of Portfolio:0.4% ($3.0M/$768.4M)
464287101
Shares:10.6K
Value:$2.9M
% of Portfolio:0.4% ($2.9M/$768.4M)
Shares:38.5K
Value:$2.9M
% of Portfolio:0.4% ($2.9M/$768.4M)
Shares:13.3K
Value:$2.8M
% of Portfolio:0.4% ($2.8M/$768.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
CITIGROUP INC(Ccusip172967424) | 47.1K | YoY NEW(+47.1K) | All Managers (Combined) | $3.3M | 0.4% ($3.3M/$768.4M) | YoY NEW(+$3.3M) |
| 3.5K | All Managers (Combined) | $3.3M | 0.4% ($3.3M/$768.4M) | |||
| 16.4K | All Managers (Combined) | $3.3M | 0.4% ($3.3M/$768.4M) | |||
| 36.7K | All Managers (Combined) | $3.3M | 0.4% ($3.3M/$768.4M) | |||
(cusip464288869)✕ | 29.4K | QoQ +0.57% (-168)YoY -3.27% (-997) | All Managers (Combined) | $3.3M | 0.4% ($3.3M/$768.4M) | |
| 19.6K | All Managers (Combined) | $3.1M | 0.4% ($3.1M/$768.4M) | |||
Broadcom Inc.(AVGOcusip11135F101) | 18.7K | All Managers (Combined) | $3.1M | 0.4% ($3.1M/$768.4M) | ||
Duke Energy CORP(DUKcusip26441C204) | 25.4K | All Managers (Combined) | $3.1M | 0.4% ($3.1M/$768.4M) | ||
| 16.5K | All Managers (Combined) | $3.1M | 0.4% ($3.1M/$768.4M) | |||
| 5.5K | All Managers (Combined) | $3.1M | 0.4% ($3.1M/$768.4M) | |||
| 60.6K | YoY NEW(+60.6K) | All Managers (Combined) | $3.0M | 0.4% ($3.0M/$768.4M) | YoY NEW(+$3.0M) | |
(cusip808524706)✕ | 110.1K | QoQ +0.06% (+68) | All Managers (Combined) | $3.0M | 0.4% ($3.0M/$768.4M) | |
(cusip464287432)✕ | 32.9K | All Managers (Combined) | $3.0M | 0.4% ($3.0M/$768.4M) | ||
(cusip464287101)✕ | 10.6K | All Managers (Combined) | $2.9M | 0.4% ($2.9M/$768.4M) | ||
| 38.5K | YoY NEW(+38.5K) | All Managers (Combined) | $2.9M | 0.4% ($2.9M/$768.4M) | YoY NEW(+$2.9M) | |
| 13.0K | YoY NEW(+13.0K) | All Managers (Combined) | $2.8M | 0.4% ($2.8M/$768.4M) | YoY NEW(+$2.8M) | |
Salesforce, Inc.(CRMcusip79466L302) | 10.4K | All Managers (Combined) | $2.8M | 0.4% ($2.8M/$768.4M) | ||
| 11.4K | All Managers (Combined) | $2.8M | 0.4% ($2.8M/$768.4M) | |||
| 13.3K | All Managers (Combined) | $2.8M | 0.4% ($2.8M/$768.4M) | |||
| 34.7K | All Managers (Combined) | $2.8M | 0.4% ($2.8M/$768.4M) |