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 9 of 27

Sort by:

JOHNSON & JOHNSON

JNJ|478160104

Shares:6.0K

Value:$991.7K

% of Portfolio:0.1% ($991.7K/$768.4M)

464287549

Shares:10.8K

Value:$979.2K

% of Portfolio:0.1% ($979.2K/$768.4M)

464287465

EFA|464287465

Shares:12.0K

Value:$978.6K

% of Portfolio:0.1% ($978.6K/$768.4M)

AT&T INC.

T|00206R102

Shares:34.4K

Value:$972.8K

% of Portfolio:0.1% ($972.8K/$768.4M)

46138E719

Shares:53.7K

Value:$970.3K

% of Portfolio:0.1% ($970.3K/$768.4M)

72201R643

Shares:9.8K

Value:$963.4K

% of Portfolio:0.1% ($963.4K/$768.4M)

922908751

VB|922908751

Shares:4.3K

Value:$943.6K

% of Portfolio:0.1% ($943.6K/$768.4M)

97717W604

Shares:29.2K

Value:$933.2K

% of Portfolio:0.1% ($933.2K/$768.4M)

46435G193

Shares:40.4K

Value:$931.0K

% of Portfolio:0.1% ($931.0K/$768.4M)

464287887

IJT|464287887

Shares:7.5K

Value:$929.6K

% of Portfolio:0.1% ($929.6K/$768.4M)

922908769

VTI|922908769

Shares:3.4K

Value:$926.0K

% of Portfolio:0.1% ($926.0K/$768.4M)

26922A222

Shares:23.7K

Value:$917.1K

% of Portfolio:0.1% ($917.1K/$768.4M)

Tesla, Inc.

TSLA|88160R101

Shares:3.5K

Value:$895.4K

% of Portfolio:0.1% ($895.4K/$768.4M)

911717106

Shares:12.4K

Value:$893.7K

% of Portfolio:0.1% ($893.7K/$768.4M)

922042775

VEU|922042775

Shares:14.7K

Value:$889.3K

% of Portfolio:0.1% ($889.3K/$768.4M)

46435G425

ESGU|46435G425

Shares:7.0K

Value:$852.0K

% of Portfolio:0.1% ($852.0K/$768.4M)

464288802

Shares:7.3K

Value:$840.8K

% of Portfolio:0.1% ($840.8K/$768.4M)

67092P409

Shares:19.2K

Value:$823.2K

% of Portfolio:0.1% ($823.2K/$768.4M)

92840R101

Shares:67.1K

Value:$813.8K

% of Portfolio:0.1% ($813.8K/$768.4M)

33733E203

Shares:4.7K

Value:$795.8K

% of Portfolio:0.1% ($795.8K/$768.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	6.0K	QoQ +9.22% (+505) YoY -53.30% (-6.8K)	All Managers (Combined)	$991.7K	0.1% ($991.7K/$768.4M)	QoQ +25.24% (+$199.9K) YoY -51.05% (-$1.0M)
(cusip464287549)✕	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$979.2K	0.1% ($979.2K/$768.4M)	QoQ NEW(+$979.2K) YoY NEW(+$979.2K)
(EFAcusip464287465)	12.0K	QoQ +5.87% (+664) YoY +6.15% (+694)	All Managers (Combined)	$978.6K	0.1% ($978.6K/$768.4M)	QoQ +14.44% (+$123.5K) YoY +8.63% (+$77.8K)
AT&T INC.(Tcusip00206R102)	34.4K	QoQ +4.71% (+1.6K) YoY +45.26% (+10.7K)	All Managers (Combined)	$972.8K	0.1% ($972.8K/$768.4M)	QoQ +30.05% (+$224.8K) YoY +133.40% (+$556.0K)
(cusip46138E719)✕	53.7K	QoQ -0.21% (-115) YoY +0.13% (-73)	All Managers (Combined)	$970.3K	0.1% ($970.3K/$768.4M)	QoQ -0.32% (-$3.2K) YoY -0.25% (-$2.4K)
(cusip72201R643)✕	9.8K	QoQ +0.51% (+50) YoY +137.02% (+5.6K)	All Managers (Combined)	$963.4K	0.1% ($963.4K/$768.4M)	QoQ +0.37% (+$3.6K) YoY +137.35% (+$557.5K)
(VBcusip922908751)	4.3K	QoQ +34.05% (+1.1K) YoY +424.01% (+3.4K)	All Managers (Combined)	$943.6K	0.1% ($943.6K/$768.4M)	QoQ +23.70% (+$180.8K) YoY +408.66% (+$758.1K)
(cusip97717W604)✕	29.2K	QoQ +5.84% (-1.6K) YoY +39.07% (+8.2K)	All Managers (Combined)	$933.2K	0.1% ($933.2K/$768.4M)	QoQ -1.59% (-$15.2K) YoY +36.01% (+$247.1K)
(cusip46435G193)✕	40.4K	QoQ +5.12% (+2.0K) YoY -22.51% (-11.7K)	All Managers (Combined)	$931.0K	0.1% ($931.0K/$768.4M)	QoQ +6.70% (+$58.5K) YoY -22.28% (-$267.0K)
(IJTcusip464287887)	7.5K	QoQ 0.00% (-0) YoY +2.51% (-183)	All Managers (Combined)	$929.6K	0.1% ($929.6K/$768.4M)	QoQ -8.02% (-$81.2K) YoY -2.37% (-$22.6K)
(VTIcusip922908769)	3.4K	QoQ -17.44% (-712) YoY +9.24% (+285)	All Managers (Combined)	$926.0K	0.1% ($926.0K/$768.4M)	QoQ -21.70% (-$256.7K) YoY +15.53% (+$124.5K)
(cusip26922A222)✕	23.7K	QoQ NEW(+23.7K) YoY NEW(+23.7K)	All Managers (Combined)	$917.1K	0.1% ($917.1K/$768.4M)	QoQ NEW(+$917.1K) YoY NEW(+$917.1K)
Tesla, Inc.(TSLAcusip88160R101)	3.5K	QoQ +56.12% (+1.2K) YoY +87.16% (+1.6K)	All Managers (Combined)	$895.4K	0.1% ($895.4K/$768.4M)	QoQ +0.19% (+$1.7K) YoY +175.92% (+$570.9K)
(cusip911717106)✕	12.4K	QoQ +0.51% (+63) YoY +16.57% (+1.8K)	All Managers (Combined)	$893.7K	0.1% ($893.7K/$768.4M)	QoQ +9.86% (+$80.3K) YoY +37.95% (+$245.9K)
(VEUcusip922042775)	14.7K	QoQ -5.20% (-805) YoY +12.62% (+1.6K)	All Managers (Combined)	$889.3K	0.1% ($889.3K/$768.4M)	QoQ +0.16% (-$1.4K) YoY +16.48% (+$125.8K)
(ESGUcusip46435G425)	7.0K	QoQ -40.10% (-4.7K) YoY -70.07% (-16.4K)	All Managers (Combined)	$852.0K	0.1% ($852.0K/$768.4M)	QoQ -43.31% (-$651.0K) YoY -68.26% (-$1.8M)
(cusip464288802)✕	7.3K	QoQ -0.35% (-26) YoY -12.81% (-1.1K)	All Managers (Combined)	$840.8K	0.1% ($840.8K/$768.4M)	QoQ -5.86% (-$52.4K) YoY -8.26% (-$75.7K)
(cusip67092P409)✕	19.2K	QoQ +4.98% (-911) YoY +16.39% (+2.7K)	All Managers (Combined)	$823.2K	0.1% ($823.2K/$768.4M)	QoQ -4.89% (-$42.4K) YoY +12.31% (+$90.3K)
(cusip92840R101)✕	67.1K	QoQ -9.62% (-7.1K) YoY +53.01% (+23.2K)	All Managers (Combined)	$813.8K	0.1% ($813.8K/$768.4M)	QoQ -13.20% (-$123.8K) YoY +45.23% (+$253.5K)
(cusip33733E203)✕	4.7K	QoQ +1.71% (+79) YoY +28.23% (+1.0K)	All Managers (Combined)	$795.8K	0.1% ($795.8K/$768.4M)	QoQ +4.10% (+$31.4K) YoY +41.86% (+$234.8K)