Wealth Shield Partners, LLC Portfolio Holdings

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

Wealth Shield Partners, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $690 Million distributed in 489 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $34.9M, Schwab Strategic Tr Intl Eqty with a value of $16M, Schwab Strategic Tr Us Large C with a value of $15.9M, Ishares S&P 500 Growth ETF with a value of $15.7M, and Apple Inc. with a value of $14.8M.

Examining the 13F form we can see an decrease of $31.7M in the current position value, from $721M to 690M.

Wealth Shield Partners, LLC is based out at Cary, NC

Below you can find more details about Wealth Shield Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $690 Million
ETFs: $476 Million
Technology: $71 Million
Financial Services: $32.4 Million
Consumer Cyclical: $22.9 Million
Communication Services: $22.7 Million
Industrials: $19.7 Million
Healthcare: $14.3 Million
Consumer Defensive: $13.2 Million
Other: $16.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.88 Million 0.27% of portfolio
53,349
Q4 2024 Reduced 14.88%
$0
$1.78 Million 0.26% of portfolio
34,873
Q4 2024 Added 24.56%
$0
$1.77 Million 0.26% of portfolio
36,619
Q4 2024 Added 11.5%
$115B
$1.72 Million 0.25% of portfolio
8,104
Q4 2024 Reduced 25.29%
$408B
$1.66 Million 0.24% of portfolio
9,890
Q4 2024 Reduced 4.07%
$0
$1.66 Million 0.24% of portfolio
47,567
Q4 2024 Reduced 19.77%
$69.5B
$1.56 Million 0.23% of portfolio
3,222
Q4 2024 New
$22B
$1.59 Million 0.23% of portfolio
7,728
Q4 2024 Added 0.49%
$68.2B
$1.61 Million 0.23% of portfolio
5,349
Q4 2024 New
$0
$1.53 Million 0.22% of portfolio
56,103
Q4 2024 Added 232.58%
$0
$1.5 Million 0.22% of portfolio
11,668
Q4 2024 Reduced 6.63%
$0
$1.45 Million 0.21% of portfolio
34,611
Q4 2024 Added 3.46%
$0
$1.43 Million 0.21% of portfolio
14,395
Q4 2024 Reduced 8.1%
$0
$1.41 Million 0.21% of portfolio
28,055
Q4 2024 Reduced 1.27%
$209B
$1.46 Million 0.21% of portfolio
9,624
Q4 2024 Reduced 0.65%
$0
$1.46 Million 0.21% of portfolio
37,060
Q4 2024 Added 16.93%
$0
$1.45 Million 0.21% of portfolio
40,785
Q4 2024 Reduced 15.46%
$151B
$1.35 Million 0.2% of portfolio
5,920
Q4 2024 Reduced 6.34%
$0
$1.41 Million 0.2% of portfolio
17,170
Q4 2024 Reduced 21.35%
$0
$1.35 Million 0.2% of portfolio
23,502
Q4 2024 Added 3.24%
$2.52B
$1.33 Million 0.19% of portfolio
49,119
Q4 2024 Added 1.01%
$34.9B
$1.31 Million 0.19% of portfolio
24,607
Q4 2024 New
$0
$1.29 Million 0.19% of portfolio
25,313
Q4 2024 Added 21.02%
$228B
$1.32 Million 0.19% of portfolio
4,541
Q4 2024 Reduced 14.74%
$0
$1.22 Million 0.18% of portfolio
13,423
Q4 2024 Added 0.61%
$0
$1.21 Million 0.18% of portfolio
9,672
Q4 2024 Reduced 1.61%
$0
$1.22 Million 0.18% of portfolio
11,443
Q4 2024 Added 20.4%
$0
$1.24 Million 0.18% of portfolio
37,089
Q4 2024 Reduced 19.37%
$0
$1.14 Million 0.17% of portfolio
10,796
Q4 2024 Added 1.17%
$0
$1.14 Million 0.17% of portfolio
17,211
Q4 2024 Reduced 1.77%
$91.4B
$1.14 Million 0.17% of portfolio
4,705
Q4 2024 Reduced 30.82%
$0
$1.18 Million 0.17% of portfolio
4,081
Q4 2024 Added 9.32%
$0
$1.17 Million 0.17% of portfolio
13,666
Q4 2024 Added 3.09%
$60.6B
$1.11 Million 0.16% of portfolio
25,609
Q4 2024 Reduced 4.23%
$177B
$1.09 Million 0.16% of portfolio
5,626
Q4 2024 New
$0
$1.07 Million 0.16% of portfolio
17,265
Q4 2024 Added 2.46%
$0
$1.1 Million 0.16% of portfolio
5,946
Q4 2024 Added 11.75%
$306B
$1.07 Million 0.16% of portfolio
17,248
Q4 2024 Reduced 4.2%
$0
$1.12 Million 0.16% of portfolio
58,468
Q4 2024 Reduced 7.77%
$25.5B
$1.14 Million 0.16% of portfolio
53,217
Q4 2024 New
$0
$1.01 Million 0.15% of portfolio
21,893
Q4 2024 Reduced 11.1%
$1.04T
$1.07 Million 0.15% of portfolio
5,611
Q4 2024 Reduced 27.38%
$0
$1.06 Million 0.15% of portfolio
14,022
Q4 2024 Reduced 1.75%
$0
$1.01 Million 0.15% of portfolio
7,467
Q4 2024 Reduced 1.89%
$0
$1.03 Million 0.15% of portfolio
29,546
Q4 2024 Added 20.84%
$0
$1.04 Million 0.15% of portfolio
20,711
Q4 2024 Reduced 30.28%
$0
$1.04 Million 0.15% of portfolio
4,718
Q4 2024 Reduced 30.99%
$0
$947,000 0.14% of portfolio
27,587
Q4 2024 Added 0.0%
$0
$937,000 0.14% of portfolio
74,241
Q4 2024 Added 52.3%

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $690 Million
  • Prior Value $721 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 36 stocks
  • Additional Purchases 138 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 215 stocks
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