Wealthshield Partners, LLC
CIK Number: 0001729303
779.03M
Market Value
472
# of Holdings
12 months
Avg. Holding Period
30.28%
Win Rate
13.40%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 598.51 | -0.87% | 59.29K | -8.85% | 34.9M | 391.41 | 4.95% |
| 2 | SCHF | Schwab Internat... | 21.61 | -1.35% | 863.41K | +71.37% | 15.97M | 18.98 | 2.27% |
| 3 | SCHG | Schwab U.S. Lar... | 27.99 | -0.86% | 571.5K | +282.97% | 15.93M | 18.2 | 2.26% |
| 4 | IVW | iShares S&P 500... | 105.37 | -0.85% | 154.14K | -0.91% | 15.65M | 81.65 | 2.22% |
| 5 | AAPL | Apple Inc. | 195.57 | -1.44% | 59.12K | -6.68% | 14.8M | 158.73 | 2.10% |
| 6 | IUSB | iShares Core To... | 45.69 | +0.27% | 311.58K | -4.88% | 14.08M | 48.13 | 2.00% |
| 7 | MGK | Vanguard Mega C... | 351.01 | -0.85% | 39.4K | -0.35% | 13.53M | 258.18 | 1.92% |
| 8 | VTV | Vanguard Value ... | 172.71 | -0.87% | 69.42K | +20.56% | 11.75M | 143.69 | 1.67% |
| 9 | DYNF | BlackRock U.S. ... | 52.27 | -0.86% | 223.43K | -1.18% | 11.45M | 44.9 | 1.62% |
| 10 | DGRO | iShares Core Di... | 62.20 | -0.9% | 167.88K | -20.92% | 10.3M | 48.3 | 1.46% |
| 11 | QUAL | iShares MSCI US... | 177.75 | -0.98% | 57.12K | -1.3% | 10.17M | 127.02 | 1.44% |
| 12 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 23.95K | -6.8% | 10.1M | 262.16 | 1.43% |
| 13 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 74.01K | -9.19% | 9.94M | 37.18 | 1.41% |
| 14 | VIG | Vanguard Divide... | 199.44 | -0.85% | 49.59K | -8.66% | 9.71M | 152.88 | 1.38% |
| 15 | FLTR | VanEck Investme... | 25.44 | +0.03% | 379.24K | +558.53% | 9.65M | 25.44 | 1.37% |
| 16 | EFG | iShares MSCI EA... | 108.29 | -1.34% | 94.54K | +10.01% | 9.15M | 94.64 | 1.30% |
| 17 | SCHV | Schwab U.S. Lar... | 27.02 | -0.83% | 348.61K | +210.77% | 9.09M | 23.97 | 1.29% |
| 18 | IEMG | iShares Core MS... | 57.92 | -1.25% | 165.08K | -27.89% | 8.62M | 51.06 | 1.22% |
| 19 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 39.03K | -5.58% | 8.56M | 134.15 | 1.21% |
| 20 | BOND | PIMCO Active Bo... | 91.11 | +0.35% | 90.92K | +39.66% | 8.26M | 93.18 | 1.17% |
| 21 | EFV | iShares MSCI EA... | 61.92 | -1.31% | 154.72K | -0.3% | 8.12M | 54.24 | 1.15% |
| 22 | MGV | Vanguard Mega C... | 128.10 | -0.89% | 64.14K | -4.42% | 8.01M | 107.11 | 1.14% |
| 23 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 41.46K | -0.96% | 7.85M | 113.75 | 1.11% |
| 24 | MDYV | SPDR S&P 400 Mi... | 77.70 | -0.91% | 90.95K | +29.93% | 7.29M | 72.7 | 1.03% |
| 25 | MUB | iShares Nationa... | 104.08 | +0.11% | 68.05K | -18.48% | 7.25M | 110.03 | 1.03% |
| 26 | IVE | iShares S&P 500... | 189.84 | -0.94% | 37.79K | -2.6% | 7.21M | 179.44 | 1.02% |
| 27 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 29.26K | -8.92% | 7.01M | 136.61 | 0.99% |
| 28 | SCHZ | Schwab U.S. Agg... | 22.96 | +0.34% | 300.69K | +39.09% | 6.83M | 23.25 | 0.97% |
| 29 | XLK | Technology Sele... | 241.22 | -0.75% | 28.88K | -25.58% | 6.71M | 175.15 | 0.95% |
| 30 | VUG | Vanguard Growth... | 420.16 | -0.82% | 15.94K | -1.57% | 6.54M | 278.16 | 0.93% |
| 31 | TLTW | iShares 20+ Yea... | 22.75 | +0.95% | 274.71K | -17.66% | 6.46M | 33.13 | 0.92% |
| 32 | RSP | Invesco S&P 500... | 177.26 | -1.01% | 36.67K | +11.15% | 6.43M | 152.94 | 0.91% |
| 33 | MDYG | SPDR S&P 400 Mi... | 84.20 | -0.84% | 70.05K | +22.60% | 6.09M | 76.25 | 0.86% |
| 34 | SLYV | SPDR S&P 600 Sm... | 77.79 | -1.33% | 66.86K | +9.93% | 5.83M | 82.72 | 0.83% |
| 35 | CRWD | CrowdStrike Hol... | 491.76 | +2.58% | 16.42K | -3.64% | 5.62M | 352.34 | 0.80% |
| 36 | META | Meta Platforms,... | 697.17 | -0.7% | 9.31K | -1.08% | 5.45M | 301.91 | 0.77% |
| 37 | HD | The Home Depot,... | 348.70 | -1.37% | 12.98K | -1.57% | 5.05M | 311.59 | 0.72% |
| 38 | EMXC | iShares MSCI Em... | 60.44 | -1.46% | 89.33K | +4.37% | 4.95M | 57.53 | 0.70% |
| 39 | SLYG | SPDR S&P 600 Sm... | 86.03 | -0.86% | 53.13K | +4.20% | 4.8M | 83.22 | 0.68% |
| 40 | WMT | Walmart Inc. | 94.21 | -0.08% | 52.83K | -9.48% | 4.78M | 47.48 | 0.68% |
| 41 | NFLX | Netflix, Inc. | 1220.70 | -0.38% | 4.89K | -3.95% | 4.36M | 709.27 | 0.62% |
| 42 | IYW | iShares U.S. Te... | 164.89 | -0.61% | 26.8K | -2.62% | 4.27M | 95.33 | 0.61% |
| 43 | V | Visa Inc. | 357.69 | +0.62% | 13.23K | -2.52% | 4.18M | 233.69 | 0.59% |
| 44 | PANW | Palo Alto Netwo... | 202.01 | +1.97% | 22.76K | +94.72% | 4.14M | 148.73 | 0.59% |
| 45 | LHX | L3Harris Techno... | 250.81 | +1.23% | 18.87K | -2.21% | 3.97M | 207.25 | 0.56% |
| 46 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 7.79K | +1.68% | 3.94M | 463.08 | 0.56% |
| 47 | MBB | iShares MBS ETF | 92.68 | +0.28% | 42.39K | +7.33% | 3.89M | 97.02 | 0.55% |
| 48 | COST | Costco Wholesal... | 977.59 | -0.69% | 4.18K | -1.88% | 3.83M | 613.48 | 0.54% |
| 49 | IWF | iShares Russell... | 406.54 | -0.88% | 9.53K | -5.22% | 3.83M | 234.08 | 0.54% |
| 50 | IWC | iShares Micro-C... | 123.09 | -0.84% | 29.25K | -2.46% | 3.81M | 122.82 | 0.54% |
| 51 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 16.42K | -7.35% | 3.81M | 62.06 | 0.54% |
| 52 | TT | Trane Technolog... | 421.62 | -1.17% | 9.87K | -4.35% | 3.65M | 192.05 | 0.52% |
| 53 | BND | Vanguard Total ... | 72.80 | +0.33% | 50.75K | -3.97% | 3.65M | 73.92 | 0.52% |
| 54 | CME | CME Group Inc. | 269.66 | +0.80% | 15.3K | +1.27% | 3.64M | 199.37 | 0.52% |
| 55 | ICE | Intercontinenta... | 180.99 | +0.66% | 24.21K | -2.68% | 3.61M | 117.88 | 0.51% |
| 56 | TLT | iShares 20+ Yea... | 86.50 | +1.22% | 37.89K | +1.10% | 3.31M | 95.29 | 0.47% |
| 57 | TJX | The TJX Compani... | 123.00 | -1.02% | 26.87K | +2.60% | 3.25M | 73.56 | 0.46% |
| 58 | VBR | Vanguard Small ... | 189.47 | -1.04% | 15.96K | -9.24% | 3.16M | 156.84 | 0.45% |
| 59 | IUSG | iShares Core S&... | 144.03 | -0.85% | 22.61K | -24.71% | 3.15M | 96.09 | 0.45% |
| 60 | AMD | Advanced Micro ... | 127.15 | +0.60% | 25.8K | +18.87% | 3.12M | 148.16 | 0.44% |
| 61 | MTUM | iShares MSCI US... | 229.92 | -0.78% | 14.71K | +425.13% | 3.04M | 199.13 | 0.43% |
| 62 | LMT | Lockheed Martin... | 478.69 | +2.49% | 6.22K | -3.2% | 3.02M | 460.7 | 0.43% |
| 63 | SPYG | SPDR Portfolio ... | 91.36 | -0.84% | 34.18K | +5.69% | 3M | 62.14 | 0.43% |
| 64 | ETN | Eaton Corporati... | 330.42 | -2.25% | 9.02K | -7.61% | 2.99M | 194.71 | 0.42% |
| 65 | NOBL | ProShares S&P 5... | 99.17 | -1.11% | 30.03K | -29.12% | 2.99M | 80.18 | 0.42% |
| 66 | VZ | Verizon Communi... | 41.85 | -1.52% | 74.62K | -0.77% | 2.98M | 39.22 | 0.42% |
| 67 | VOE | Vanguard Mid-Ca... | 161.54 | -0.79% | 18.43K | +1.47% | 2.98M | 140.53 | 0.42% |
| 68 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 5.08K | -15.59% | 2.98M | 468.71 | 0.42% |
| 69 | CMG | Chipotle Mexica... | 51.38 | -2.2% | 49.29K | +4.22% | 2.97M | 57.73 | 0.42% |
| 70 | SCHE | Schwab Emerging... | 29.38 | -1.26% | 110.03K | -5.25% | 2.93M | 26.99 | 0.42% |
| 71 | SCHM | Schwab U.S. Mid... | 27.23 | -0.86% | 104.97K | +210.32% | 2.91M | 24.75 | 0.41% |
| 72 | C | Citigroup Inc. | 77.36 | -0.91% | 41.28K | +3.41% | 2.91M | 63.44 | 0.41% |
| 73 | CRM | Salesforce, Inc... | 262.53 | -0.51% | 8.56K | -6.98% | 2.87M | 200.56 | 0.41% |
| 74 | VOT | Vanguard Mid-Ca... | 270.97 | -0.87% | 10.95K | -2.08% | 2.78M | 241.97 | 0.39% |
| 75 | DLR | Digital Realty ... | 175.91 | -0.08% | 15.51K | -3% | 2.77M | 144.22 | 0.39% |
| 76 | SCHX | Schwab U.S. Lar... | 23.65 | -0.88% | 118.44K | +194.92% | 2.75M | 17.45 | 0.39% |
| 77 | SCHA | Schwab U.S. Sma... | 24.52 | -1.07% | 105.1K | +101.42% | 2.72M | 23.02 | 0.39% |
| 78 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 4.91K | +15.72% | 2.65M | 451.26 | 0.38% |
| 79 | AGG | iShares Core U.... | 98.08 | +0.33% | 26.93K | +4.70% | 2.61M | 106.43 | 0.37% |
| 80 | TFI | SPDR Nuveen Blo... | 44.51 | +0.11% | 55.33K | +129.45% | 2.52M | 46.3 | 0.36% |
| 81 | MSI | Motorola Soluti... | 406.03 | -0.35% | 5.37K | -5.84% | 2.49M | 238.36 | 0.35% |
| 82 | ESGD | iShares ESG Awa... | 86.59 | -1.42% | 32.24K | -9.55% | 2.45M | 75.82 | 0.35% |
| 83 | IDEV | iShares Core MS... | 73.94 | -1.21% | 37.43K | -17.86% | 2.41M | 61.09 | 0.34% |
| 84 | AVDV | Avantis Interna... | 78.34 | -0.7% | 36.79K | -31.01% | 2.39M | 49.48 | 0.34% |
| 85 | FI | Fiserv, Inc. | 163.43 | -0.88% | 11.46K | -4.55% | 2.35M | 111.24 | 0.33% |
| 86 | BINC | Blackrock Etf T... | 52.38 | +0.05% | 45.23K | +4.45% | 2.35M | 52.6 | 0.33% |
| 87 | IJR | iShares Core S&... | 105.81 | -1.09% | 19.98K | -16.37% | 2.3M | 97.75 | 0.33% |
| 88 | SPGI | S&P Global Inc. | 501.07 | -0.78% | 4.62K | -0.65% | 2.3M | 370.86 | 0.33% |
| 89 | LLY | Eli Lilly and C... | 791.46 | -2% | 2.98K | -18.51% | 2.3M | 558.46 | 0.33% |
| 90 | USFR | WisdomTree Floa... | 50.42 | +0.01% | 44.79K | +17.81% | 2.25M | 50.27 | 0.32% |
| 91 | FDN | First Trust Dow... | 256.44 | -0.74% | 9.16K | +23.52% | 2.23M | 204.67 | 0.32% |
| 92 | FIS | Fidelity Nation... | 80.41 | -0.65% | 27.5K | +27.39% | 2.22M | 83.11 | 0.32% |
| 93 | JCI | Johnson Control... | 103.77 | -0.69% | 27.88K | -2.86% | 2.21M | 66.38 | 0.31% |
| 94 | NXPI | NXP Semiconduct... | 212.97 | -2.1% | 10.13K | +5.29% | 2.12M | 197.26 | 0.30% |
| 95 | DUK | Duke Energy Cor... | 114.77 | -0.55% | 19.54K | -0.95% | 2.1M | 91.63 | 0.30% |
| 96 | PEG | Public Service ... | 81.00 | -0.2% | 24.46K | -5.58% | 2.07M | 80.17 | 0.29% |
| 97 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 4.52K | -8.74% | 2.05M | 283.54 | 0.29% |
| 98 | MRK | Merck & Co., In... | 78.33 | -3.25% | 20.23K | -24.14% | 2.03M | 90.41 | 0.29% |
| 99 | VCLT | Vanguard Long-T... | 74.45 | +0.59% | 27.01K | -68.16% | 2.02M | 79.23 | 0.29% |
| 100 | NEE | NextEra Energy,... | 71.88 | -2.58% | 28.14K | +0.62% | 2.02M | 75.24 | 0.29% |
| 101 | PTLC | Pacer Trendpilo... | 48.91 | -0.86% | 37.63K | -23.24% | 2.01M | 35.94 | 0.29% |
| 102 | AMT | American Tower ... | 215.13 | +0.07% | 10.56K | -20.02% | 1.95M | 201.05 | 0.28% |
| 103 | SPLG | SPDR Portfolio ... | 70.28 | -0.87% | 27.75K | -0.5% | 1.91M | 55.71 | 0.27% |
| 104 | EDIV | SPDR S&P Emergi... | 38.11 | -0.94% | 53.35K | -14.88% | 1.88M | 29.75 | 0.27% |
| 105 | SPYV | SPDR Portfolio ... | 51.12 | -0.88% | 34.87K | +24.56% | 1.78M | 43.53 | 0.25% |
| 106 | XLF | Financial Selec... | 50.20 | -0.64% | 36.62K | +11.50% | 1.77M | 40.12 | 0.25% |
| 107 | ADI | Analog Devices,... | 227.48 | -1.86% | 8.1K | -25.3% | 1.72M | 230.17 | 0.24% |
| 108 | DWX | SPDR S&P Intern... | 41.95 | -0.66% | 47.57K | -19.77% | 1.66M | 37.17 | 0.24% |
| 109 | PG | The Procter & G... | 158.46 | -1.5% | 9.89K | -4.07% | 1.66M | 141 | 0.24% |
| 110 | CDNS | Cadence Design ... | 298.83 | -0.66% | 5.35K | +100.00% | 1.61M | 300.46 | 0.23% |
| 111 | STE | STERIS plc | 237.08 | -1.69% | 7.73K | +0.49% | 1.59M | 200.33 | 0.23% |
| 112 | SNPS | Synopsys, Inc. | 475.21 | -0.88% | 3.22K | +100.00% | 1.56M | 485.36 | 0.22% |
| 113 | SCHD | Schwab U.S. Div... | 26.70 | -0.8% | 56.1K | +232.58% | 1.53M | 26.22 | 0.22% |
| 114 | ESGU | iShares ESG Awa... | 130.36 | -0.85% | 11.67K | -6.63% | 1.5M | 81.72 | 0.21% |
| 115 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 9.62K | -0.65% | 1.47M | 172.69 | 0.21% |
| 116 | NULV | Nuveen ESG Larg... | 40.65 | -0.89% | 37.06K | +16.93% | 1.46M | 37.52 | 0.21% |
| 117 | NUSC | Nuveen ESG Smal... | 39.65 | -1.06% | 34.61K | +3.46% | 1.45M | 39.22 | 0.21% |
| 118 | UAUG | Innovator U.S. ... | 36.41 | -0.62% | 40.78K | -15.46% | 1.45M | 29.78 | 0.21% |
| 119 | TLH | iShares 10-20 Y... | 99.92 | +0.98% | 14.39K | -8.1% | 1.43M | 109.28 | 0.20% |
| 120 | ICSH | iShares Ultra S... | 50.57 | +0.02% | 28.05K | -1.27% | 1.41M | 50.42 | 0.20% |
| 121 | SHY | iShares 1-3 Yea... | 82.44 | +0.05% | 17.17K | -21.35% | 1.41M | 81.15 | 0.20% |
| 122 | IBIT | iShares Bitcoin... | 59.52 | -3.69% | 25.8K | +85.30% | 1.37M | 45.41 | 0.19% |
| 123 | UNP | Union Pacific C... | 220.55 | -1.83% | 5.92K | -6.34% | 1.35M | 222.86 | 0.19% |
| 124 | JQUA | JPMorgan U.S. Q... | 58.91 | -0.68% | 23.5K | +3.24% | 1.35M | 47.88 | 0.19% |
| 125 | CTRE | CareTrust REIT,... | 29.14 | +3.70% | 49.12K | +1.01% | 1.34M | 21.37 | 0.19% |
| 126 | MCD | McDonald's Corp... | 292.33 | -1.33% | 4.54K | -14.74% | 1.32M | 244.87 | 0.19% |
| 127 | O | Realty Income C... | 57.48 | +0.17% | 24.61K | +100.00% | 1.31M | 53.41 | 0.19% |
| 128 | DON | WisdomTree U.S.... | 48.98 | -0.77% | 25.31K | +21.02% | 1.29M | 42.99 | 0.18% |
| 129 | ESGE | iShares ESG Awa... | 37.72 | -1.4% | 37.09K | -19.37% | 1.24M | 33.5 | 0.18% |
| 130 | LQD | iShares iBoxx $... | 107.97 | +0.35% | 11.44K | +20.40% | 1.22M | 107.21 | 0.17% |
| 131 | IJK | iShares S&P Mid... | 88.11 | -0.76% | 13.42K | +0.61% | 1.22M | 84.78 | 0.17% |
| 132 | IJJ | iShares S&P Mid... | 120.25 | -0.96% | 9.67K | -1.61% | 1.21M | 109.92 | 0.17% |
| 133 | VTI | Vanguard Total ... | 293.93 | -0.86% | 4.08K | +9.32% | 1.18M | 237.97 | 0.17% |
| 134 | NULG | Nuveen ESG Larg... | 89.55 | -0.9% | 13.67K | +3.09% | 1.17M | 60.75 | 0.17% |
| 135 | HPE | Hewlett Packard... | 17.89 | -1.89% | 53.22K | +100.00% | 1.14M | 21.35 | 0.16% |
| 136 | GLD | SPDR Gold Share... | 311.95 | +0.05% | 4.71K | -30.82% | 1.14M | 200.43 | 0.16% |
| 137 | SUB | iShares Short-T... | 106.10 | +0.04% | 10.8K | +1.17% | 1.14M | 104.95 | 0.16% |
| 138 | IXUS | iShares Core MS... | 75.00 | -1.27% | 17.21K | -1.77% | 1.14M | 64.93 | 0.16% |
| 139 | PCEF | Invesco CEF Inc... | 19.23 | -0.41% | 58.47K | -7.77% | 1.12M | 21.75 | 0.16% |
| 140 | TFC | Truist Financia... | 39.01 | -0.98% | 25.61K | -4.23% | 1.11M | 29.04 | 0.16% |
| 141 | IWD | iShares Russell... | 188.74 | -0.84% | 5.95K | +11.75% | 1.1M | 162.46 | 0.16% |
| 142 | KO | The Coca-Cola C... | 69.60 | -1.31% | 17.25K | -4.2% | 1.07M | 56.48 | 0.15% |
| 143 | WDIV | SPDR S&P Global... | 70.27 | -1.31% | 17.27K | +2.46% | 1.07M | 62.8 | 0.15% |
| 144 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 5.61K | -27.38% | 1.07M | 123.87 | 0.15% |
| 145 | XLU | Utilities Selec... | 80.34 | -0.83% | 14.02K | -1.75% | 1.06M | 67.16 | 0.15% |
| 146 | TXN | Texas Instrumen... | 197.70 | -0.76% | 5.63K | +100.00% | 1.05M | 187.51 | 0.15% |
| 147 | IWM | iShares Russell... | 208.41 | -1.12% | 4.72K | -30.99% | 1.04M | 198.62 | 0.15% |
| 148 | VTEB | Vanguard Tax-Ex... | 48.85 | +0.09% | 20.71K | -30.28% | 1.04M | 51.44 | 0.15% |
| 149 | NUMV | Nuveen ESG Mid-... | 35.15 | -1.08% | 29.55K | +20.84% | 1.03M | 34.54 | 0.15% |
| 150 | IFRA | iShares U.S. In... | 47.82 | -0.58% | 21.89K | -11.1% | 1.01M | 35.71 | 0.14% |