Wealthshield Partners, LLC
CIK Number: 0001729303
Main Sectors:
Top Industries:
Filing Date: May 9, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 655.48 | +0.28% | 64.66K | +9.05% | 36.33M | 405.56 | 4.66% | Share |
| 2 | SCHF | Schwab Internat... | 22.98 | +0.09% | 866.31K | +0.34% | 17.14M | 18.98 | 2.20% | Share |
| 3 | AAPL | Apple Inc. | 226.79 | -3.23% | 70.83K | +19.82% | 15.73M | 169.22 | 2.02% | Share |
| 4 | IVW | iShares S&P 500... | 118.25 | +0.94% | 160.21K | +3.93% | 14.87M | 82.07 | 1.91% | Share |
| 5 | SCHG | Schwab U.S. Lar... | 31.11 | +0.02% | 581.28K | +1.71% | 14.56M | 18.32 | 1.87% | Share |
| 6 | IUSB | iShares Core To... | 46.78 | +0.15% | 313.94K | +0.76% | 14.47M | 48.11 | 1.86% | Share |
| 7 | NVDA | NVIDIA Corporat... | 177.33 | +3.85% | 128.54K | +73.69% | 13.93M | 67.39 | 1.79% | Share |
| 8 | MGK | Vanguard Mega C... | 390.66 | +0.01% | 45.11K | +14.48% | 13.93M | 264.6 | 1.79% | Share |
| 9 | VTV | Vanguard Value ... | 183.80 | +0.73% | 71.42K | +2.89% | 12.34M | 144.5 | 1.58% | Share |
| 10 | DGRO | iShares Core Di... | 67.32 | +0.49% | 190.68K | +13.58% | 11.78M | 49.92 | 1.51% | Share |
| 11 | MSFT | Microsoft Corpo... | 500.37 | +0.39% | 31.2K | +30.26% | 11.71M | 288.46 | 1.50% | Share |
| 12 | QUAL | iShares MSCI US... | 189.56 | -0.23% | 67.92K | +18.92% | 11.61M | 134 | 1.49% | Share |
| 13 | DYNF | BlackRock U.S. ... | 57.89 | +0.10% | 223.82K | +0.18% | 10.91M | 44.91 | 1.40% | Share |
| 14 | VIG | Vanguard Divide... | 214.71 | +0.97% | 55.14K | +11.19% | 10.7M | 157.02 | 1.37% | Share |
| 15 | IVE | iShares S&P 500... | 201.93 | -0.47% | 55.15K | +45.95% | 10.51M | 182.94 | 1.35% | Share |
| 16 | IEMG | iShares Core MS... | 64.02 | +0.71% | 193.78K | +17.38% | 10.46M | 51.49 | 1.34% | Share |
| 17 | FLTR | VanEck Investme... | 25.49 | +0.08% | 386.85K | +2.01% | 9.88M | 25.44 | 1.27% | Share |
| 18 | SCHV | Schwab U.S. Lar... | 28.80 | +0.52% | 353.73K | +1.47% | 9.4M | 24.01 | 1.21% | Share |
| 19 | MGV | Vanguard Mega C... | 135.71 | +0.80% | 68.84K | +7.33% | 8.87M | 108.59 | 1.14% | Share |
| 20 | AMZN | Amazon.com, Inc... | 230.33 | -3.32% | 45.8K | +17.32% | 8.71M | 142.43 | 1.12% | Share |
| 21 | WMT | Walmart Inc. | 100.42 | -1.83% | 98.96K | +87.32% | 8.7M | 66.27 | 1.12% | Share |
| 22 | EFV | iShares MSCI EA... | 67.52 | +0.12% | 144.04K | -6.9% | 8.49M | 54.24 | 1.09% | Share |
| 23 | BOND | PIMCO Active Bo... | 93.44 | +0.17% | 89.88K | -1.14% | 8.31M | 93.18 | 1.07% | Share |
| 24 | JPM | JPMorgan Chase ... | 300.58 | +0.92% | 32.02K | +9.45% | 7.86M | 145.99 | 1.01% | Share |
| 25 | MUB | iShares Nationa... | 106.09 | +0.40% | 70.61K | +3.77% | 7.45M | 109.87 | 0.96% | Share |
| 26 | GOOGL | Alphabet Inc. | 239.17 | -0.19% | 47.44K | +14.44% | 7.34M | 118.91 | 0.94% | Share |
| 27 | MDYV | SPDR S&P 400 Mi... | 83.93 | -0.02% | 91.55K | +0.66% | 7.05M | 72.73 | 0.91% | Share |
| 28 | SCHZ | Schwab U.S. Agg... | 23.52 | +0.19% | 302.3K | +0.54% | 7M | 23.25 | 0.90% | Share |
| 29 | TLTW | iShares 20+ Yea... | 23.20 | +0.32% | 283.23K | +3.10% | 6.81M | 32.85 | 0.87% | Share |
| 30 | TT | Trane Technolog... | 417.27 | +1.92% | 19.14K | +94.06% | 6.46M | 262.27 | 0.83% | Share |
| 31 | VUG | Vanguard Growth... | 467.41 | +0.03% | 17.09K | +7.21% | 6.34M | 284.39 | 0.81% | Share |
| 32 | SPY | SPDR S&P 500 ET... | 652.24 | +0.29% | 11.2K | +120.50% | 6.27M | 518.26 | 0.80% | Share |
| 33 | RSP | Invesco S&P 500... | 187.50 | -0.11% | 35.29K | -3.78% | 6.11M | 152.94 | 0.78% | Share |
| 34 | META | Meta Platforms,... | 751.98 | -1.79% | 10.37K | +11.31% | 5.98M | 329.79 | 0.77% | Share |
| 35 | CRWD | CrowdStrike Hol... | 424.87 | +0.32% | 16.87K | +2.72% | 5.95M | 352.35 | 0.76% | Share |
| 36 | EFG | iShares MSCI EA... | 112.34 | -0.16% | 59.01K | -37.58% | 5.9M | 94.64 | 0.76% | Share |
| 37 | NOBL | ProShares S&P 5... | 103.34 | -0.47% | 55.6K | +85.16% | 5.69M | 90.3 | 0.73% | Share |
| 38 | MDYG | SPDR S&P 400 Mi... | 91.40 | -0.08% | 70.97K | +1.31% | 5.64M | 76.3 | 0.72% | Share |
| 39 | NFLX | Netflix, Inc. | 1247.71 | -1.23% | 5.65K | +15.45% | 5.27M | 739.15 | 0.68% | Share |
| 40 | SLYV | SPDR S&P 600 Sm... | 87.89 | -0.18% | 67.03K | +0.25% | 5.26M | 82.71 | 0.67% | Share |
| 41 | BRK-B | Berkshire Hatha... | 490.13 | -0.53% | 9.81K | +116.85% | 5.22M | 417.73 | 0.67% | Share |
| 42 | HD | The Home Depot,... | 413.28 | -0.5% | 13.89K | +6.99% | 5.09M | 315.17 | 0.65% | Share |
| 43 | V | Visa Inc. | 338.24 | -1.67% | 14.42K | +9.03% | 5.05M | 243.36 | 0.65% | Share |
| 44 | MSI | Motorola Soluti... | 481.67 | +0.78% | 11.26K | +109.86% | 4.93M | 342.77 | 0.63% | Share |
| 45 | UNH | UnitedHealth Gr... | 346.94 | -0.28% | 8.93K | +14.69% | 4.68M | 470.85 | 0.60% | Share |
| 46 | XLK | Technology Sele... | 270.16 | +1.82% | 22.14K | -23.32% | 4.57M | 175.15 | 0.59% | Share |
| 47 | SLYG | SPDR S&P 600 Sm... | 93.21 | -0.37% | 53.73K | +1.13% | 4.46M | 83.22 | 0.57% | Share |
| 48 | ICE | Intercontinenta... | 172.24 | -0.7% | 25.74K | +6.32% | 4.44M | 121.12 | 0.57% | Share |
| 49 | PANW | Palo Alto Netwo... | 197.33 | -0.11% | 25.33K | +11.27% | 4.32M | 150.95 | 0.55% | Share |
| 50 | JCI | Johnson Control... | 107.80 | +1.42% | 53.64K | +92.41% | 4.31M | 72.97 | 0.55% | Share |
| 51 | UBER | Uber Technologi... | 94.22 | -1.29% | 58.64K | +100.00% | 4.27M | 72.86 | 0.55% | Share |
| 52 | CME | CME Group Inc. | 259.91 | -0.62% | 16.01K | +4.65% | 4.25M | 202.3 | 0.55% | Share |
| 53 | EMXC | iShares MSCI Em... | 65.85 | +1.29% | 70.39K | -21.19% | 3.88M | 57.53 | 0.50% | Share |
| 54 | BND | Vanguard Total ... | 74.50 | +0.17% | 52.55K | +3.54% | 3.86M | 73.91 | 0.50% | Share |
| 55 | IYW | iShares U.S. Te... | 187.36 | +1.29% | 27.37K | +2.15% | 3.84M | 96.28 | 0.49% | Share |
| 56 | NXPI | NXP Semiconduct... | 219.28 | -1.97% | 20.04K | +97.82% | 3.82M | 193.7 | 0.49% | Share |
| 57 | TJX | The TJX Compani... | 139.84 | -0.09% | 30.69K | +14.21% | 3.74M | 79.56 | 0.48% | Share |
| 58 | IUSG | iShares Core S&... | 161.40 | +0.91% | 29.33K | +29.72% | 3.73M | 103.19 | 0.48% | Share |
| 59 | MBB | iShares MBS ETF | 95.29 | +0.20% | 39.57K | -6.66% | 3.71M | 97.02 | 0.48% | Share |
| 60 | IWF | iShares Russell... | 456.26 | +0.66% | 9.83K | +3.15% | 3.55M | 237.96 | 0.46% | Share |
| 61 | VZ | Verizon Communi... | 43.50 | -0.16% | 76.5K | +2.51% | 3.47M | 39.37 | 0.45% | Share |
| 62 | TLH | iShares 10-20 Y... | 103.50 | +0.43% | 32.56K | +126.21% | 3.38M | 106.19 | 0.43% | Share |
| 63 | C | Citigroup Inc. | 97.19 | -0.15% | 47.1K | +14.10% | 3.34M | 64.37 | 0.43% | Share |
| 64 | COST | Costco Wholesal... | 956.29 | -2.34% | 3.51K | -15.96% | 3.32M | 613.48 | 0.43% | Share |
| 65 | MTUM | iShares MSCI US... | 254.32 | +2.37% | 16.4K | +11.52% | 3.32M | 199.44 | 0.43% | Share |
| 66 | MRK | Merck & Co., In... | 84.03 | -0.68% | 36.68K | +81.30% | 3.31M | 90.12 | 0.42% | Share |
| 67 | IWC | iShares Micro-C... | 143.94 | -0.03% | 29.42K | +0.57% | 3.26M | 122.75 | 0.42% | Share |
| 68 | VOE | Vanguard Mid-Ca... | 171.88 | +0.11% | 19.62K | +6.49% | 3.15M | 141.75 | 0.40% | Share |
| 69 | AVGO | Broadcom Inc. | 369.57 | +9.77% | 18.72K | +14.04% | 3.13M | 75.03 | 0.40% | Share |
| 70 | DUK | Duke Energy Cor... | 121.36 | +0.81% | 25.37K | +29.88% | 3.09M | 98.61 | 0.40% | Share |
| 71 | VBR | Vanguard Small ... | 208.83 | -0.11% | 16.53K | +3.57% | 3.08M | 157.86 | 0.40% | Share |
| 72 | CMG | Chipotle Mexica... | 38.69 | -1.96% | 60.58K | +22.90% | 3.04M | 56.33 | 0.39% | Share |
| 73 | SCHE | Schwab Emerging... | 32.34 | +0.48% | 110.1K | +0.06% | 3.04M | 26.99 | 0.39% | Share |
| 74 | TLT | iShares 20+ Yea... | 89.73 | +0.56% | 32.94K | -13.06% | 3M | 95.29 | 0.38% | Share |
| 75 | OEF | iShares S&P 100... | 325.37 | +0.50% | 10.62K | +373.08% | 2.88M | 260.8 | 0.37% | Share |
| 76 | FIS | Fidelity Nation... | 66.36 | -3.32% | 38.47K | +39.90% | 2.87M | 80.71 | 0.37% | Share |
| 77 | AMT | American Tower ... | 193.70 | -0.46% | 13K | +23.09% | 2.83M | 204.15 | 0.36% | Share |
| 78 | CRM | Salesforce, Inc... | 242.59 | -3.76% | 10.44K | +21.98% | 2.8M | 212.78 | 0.36% | Share |
| 79 | VOT | Vanguard Mid-Ca... | 290.47 | -0.1% | 11.41K | +4.29% | 2.79M | 242.08 | 0.36% | Share |
| 80 | LHX | L3Harris Techno... | 275.63 | +1.82% | 13.32K | -29.38% | 2.79M | 207.25 | 0.36% | Share |
| 81 | SPYG | SPDR Portfolio ... | 102.39 | +0.94% | 34.69K | +1.51% | 2.79M | 62.41 | 0.36% | Share |
| 82 | SCHM | Schwab U.S. Mid... | 29.66 | -0.17% | 106.38K | +1.34% | 2.79M | 24.77 | 0.36% | Share |
| 83 | AGG | iShares Core U.... | 100.44 | +0.20% | 27.94K | +3.73% | 2.76M | 106.16 | 0.35% | Share |
| 84 | CTRE | CareTrust REIT,... | 33.84 | -0.18% | 95.02K | +93.45% | 2.73M | 24.85 | 0.35% | Share |
| 85 | LLY | Eli Lilly and C... | 754.90 | +0.57% | 3.29K | +10.27% | 2.71M | 583.35 | 0.35% | Share |
| 86 | ESGD | iShares ESG Awa... | 91.86 | +0.03% | 32.24K | +0.00% | 2.63M | 75.82 | 0.34% | Share |
| 87 | SCHX | Schwab U.S. Lar... | 25.84 | +0.21% | 118.87K | +0.36% | 2.62M | 17.46 | 0.34% | Share |
| 88 | FI | Fiserv, Inc. | 132.17 | -3.11% | 11.82K | +3.20% | 2.61M | 114.64 | 0.34% | Share |
| 89 | AVDV | Avantis Interna... | 87.19 | +0.07% | 37.1K | +0.83% | 2.59M | 49.65 | 0.33% | Share |
| 90 | SPGI | S&P Global Inc. | 539.91 | -1.42% | 5K | +8.09% | 2.54M | 381.14 | 0.33% | Share |
| 91 | SCHA | Schwab U.S. Sma... | 27.46 | -0.18% | 107.28K | +2.08% | 2.51M | 23.03 | 0.32% | Share |
| 92 | BINC | Blackrock Etf T... | 53.19 | -0.02% | 47.83K | +5.75% | 2.51M | 52.59 | 0.32% | Share |
| 93 | IJR | iShares Core S&... | 117.61 | -0.25% | 23.82K | +19.18% | 2.49M | 98.85 | 0.32% | Share |
| 94 | IDEV | iShares Core MS... | 79.19 | +0.01% | 35.77K | -4.42% | 2.46M | 61.09 | 0.32% | Share |
| 95 | ETN | Eaton Corporati... | 362.19 | +4.01% | 9.01K | -0.06% | 2.45M | 194.71 | 0.31% | Share |
| 96 | DLR | Digital Realty ... | 173.94 | +6.07% | 16.39K | +5.69% | 2.35M | 144.17 | 0.30% | Share |
| 97 | TFI | SPDR Nuveen Blo... | 45.37 | +0.33% | 51.15K | -7.56% | 2.3M | 46.3 | 0.30% | Share |
| 98 | USFR | WisdomTree Floa... | 50.32 | -0.01% | 43.94K | -1.91% | 2.21M | 50.27 | 0.28% | Share |
| 99 | PEG | Public Service ... | 81.73 | +2.18% | 26.7K | +9.17% | 2.2M | 80.35 | 0.28% | Share |
| 100 | NEE | NextEra Energy,... | 71.04 | +1.38% | 30.68K | +9.04% | 2.17M | 74.88 | 0.28% | Share |
| 101 | XLF | Financial Selec... | 53.16 | -0.34% | 41.39K | +13.03% | 2.06M | 41.24 | 0.26% | Share |
| 102 | VCLT | Vanguard Long-T... | 77.80 | +0.44% | 27.15K | +0.51% | 2.06M | 79.21 | 0.26% | Share |
| 103 | GLD | SPDR Gold Share... | 335.26 | +0.36% | 7.08K | +50.52% | 2.04M | 229.87 | 0.26% | Share |
| 104 | ADI | Analog Devices,... | 247.21 | -0.39% | 10.05K | +24.03% | 2.03M | 224.65 | 0.26% | Share |
| 105 | FDN | First Trust Dow... | 282.96 | -0.71% | 9.12K | -0.38% | 2.03M | 204.67 | 0.26% | Share |
| 106 | EDIV | SPDR S&P Emergi... | 38.97 | +0.21% | 56.12K | +5.20% | 2M | 30.05 | 0.26% | Share |
| 107 | MA | Mastercard Inco... | 579.38 | -0.79% | 3.64K | +100.00% | 2M | 548.12 | 0.26% | Share |
| 108 | PTLC | Pacer Trendpilo... | 53.53 | +0.33% | 37.41K | -0.6% | 1.92M | 35.94 | 0.25% | Share |
| 109 | VOO | Vanguard S&P 50... | 599.64 | +0.28% | 3.71K | -24.46% | 1.91M | 451.26 | 0.24% | Share |
| 110 | SPLG | SPDR Portfolio ... | 76.75 | +0.29% | 28.95K | +4.29% | 1.9M | 56.13 | 0.24% | Share |
| 111 | DWX | SPDR S&P Intern... | 43.24 | -0.14% | 49.33K | +3.70% | 1.89M | 37.21 | 0.24% | Share |
| 112 | MCD | McDonald's Corp... | 305.95 | -2.1% | 6K | +32.17% | 1.87M | 261.3 | 0.24% | Share |
| 113 | QQQ | Invesco QQQ Tru... | 580.70 | +0.03% | 3.97K | +286.01% | 1.86M | 435.95 | 0.24% | Share |
| 114 | SPYV | SPDR Portfolio ... | 54.12 | -0.51% | 35.73K | +2.46% | 1.82M | 43.71 | 0.23% | Share |
| 115 | HPE | Hewlett Packard... | 24.44 | +2.35% | 116.97K | +119.80% | 1.81M | 18.12 | 0.23% | Share |
| 116 | PG | The Procter & G... | 157.35 | -1.32% | 10.63K | +7.44% | 1.81M | 143.04 | 0.23% | Share |
| 117 | O | Realty Income C... | 59.45 | -0.06% | 29.51K | +19.94% | 1.71M | 54.17 | 0.22% | Share |
| 118 | SCHD | Schwab U.S. Div... | 27.48 | +0.13% | 60.39K | +7.65% | 1.69M | 26.34 | 0.22% | Share |
| 119 | CDNS | Cadence Design ... | 338.53 | -6.42% | 6.58K | +23.11% | 1.67M | 291.8 | 0.21% | Share |
| 120 | SNPS | Synopsys, Inc. | 387.78 | -35.84% | 3.87K | +20.08% | 1.66M | 475.91 | 0.21% | Share |
| 121 | UNP | Union Pacific C... | 215.19 | -0.4% | 6.8K | +14.93% | 1.61M | 224.59 | 0.21% | Share |
| 122 | IAU | iShares Gold Tr... | 68.63 | +0.32% | 27.18K | +109.12% | 1.6M | 54.44 | 0.21% | Share |
| 123 | PEP | PepsiCo, Inc. | 142.66 | -0.31% | 10.45K | +8.55% | 1.57M | 170.9 | 0.20% | Share |
| 124 | HEFA | iShares Currenc... | 39.13 | +0.04% | 41.99K | +624.82% | 1.52M | 36.09 | 0.20% | Share |
| 125 | IBIT | iShares Bitcoin... | 64.53 | +2.07% | 32.38K | +25.46% | 1.52M | 45.69 | 0.19% | Share |
| 126 | GOOG | Alphabet Inc. | 239.56 | -0.16% | 9.53K | +69.86% | 1.49M | 137.18 | 0.19% | Share |
| 127 | SHY | iShares 1-3 Yea... | 82.91 | +0.01% | 17.57K | +2.33% | 1.45M | 81.19 | 0.19% | Share |
| 128 | NULV | Nuveen ESG Larg... | 42.80 | -0.49% | 35.79K | -3.44% | 1.45M | 37.52 | 0.19% | Share |
| 129 | KO | The Coca-Cola C... | 67.82 | -0.06% | 20.03K | +16.12% | 1.44M | 58.58 | 0.18% | Share |
| 130 | IWM | iShares Russell... | 236.43 | -0.18% | 7.11K | +50.74% | 1.42M | 198.91 | 0.18% | Share |
| 131 | ICSH | iShares Ultra S... | 50.65 | +0.01% | 27.63K | -1.5% | 1.4M | 50.42 | 0.18% | Share |
| 132 | LMT | Lockheed Martin... | 463.88 | +1.49% | 3.13K | -49.74% | 1.4M | 460.7 | 0.18% | Share |
| 133 | JQUA | JPMorgan U.S. Q... | 62.06 | -0.38% | 24.28K | +3.30% | 1.37M | 48.16 | 0.18% | Share |
| 134 | VGK | Vanguard Europe... | 78.76 | -0.29% | 19.48K | +874.25% | 1.37M | 69.76 | 0.18% | Share |
| 135 | VTEB | Vanguard Tax-Ex... | 49.84 | +0.42% | 27.31K | +31.85% | 1.35M | 51 | 0.17% | Share |
| 136 | NUSC | Nuveen ESG Smal... | 43.44 | -0.3% | 34.8K | +0.53% | 1.33M | 39.22 | 0.17% | Share |
| 137 | DON | WisdomTree U.S.... | 52.44 | +0.08% | 26.88K | +6.17% | 1.33M | 43.37 | 0.17% | Share |
| 138 | GOVT | iShares U.S. Tr... | 23.17 | +0.15% | 55.9K | +51.27% | 1.28M | 24.2 | 0.16% | Share |
| 139 | VWO | Vanguard Emergi... | 52.92 | +0.46% | 28.34K | +39.11% | 1.28M | 43.9 | 0.16% | Share |
| 140 | ESGE | iShares ESG Awa... | 41.89 | +0.77% | 36.39K | -1.89% | 1.27M | 33.5 | 0.16% | Share |
| 141 | CMI | Cummins Inc. | 405.14 | +2.62% | 4.04K | +100.00% | 1.27M | 313.44 | 0.16% | Share |
| 142 | IXUS | iShares Core MS... | 81.17 | +0.22% | 17.75K | +3.14% | 1.24M | 65.08 | 0.16% | Share |
| 143 | XOM | Exxon Mobil Cor... | 112.54 | +1.71% | 10.13K | +24.26% | 1.2M | 84.6 | 0.15% | Share |
| 144 | EMB | iShares J.P. Mo... | 95.18 | +0.55% | 13.26K | +26.60% | 1.2M | 92.73 | 0.15% | Share |
| 145 | LQD | iShares iBoxx $... | 111.69 | +0.30% | 10.9K | -4.75% | 1.18M | 107.21 | 0.15% | Share |
| 146 | IJH | iShares Core S&... | 65.43 | -0.03% | 20.25K | +45.78% | 1.18M | 55.44 | 0.15% | Share |
| 147 | UAUG | Innovator U.S. ... | 38.91 | +0.11% | 33.51K | -17.84% | 1.16M | 29.78 | 0.15% | Share |
| 148 | IJJ | iShares S&P Mid... | 130.59 | -0.07% | 9.67K | 0.00% | 1.16M | 109.92 | 0.15% | Share |
| 149 | WDIV | SPDR S&P Global... | 73.02 | -0.16% | 17.7K | +2.53% | 1.15M | 62.86 | 0.15% | Share |
| 150 | FNDF | Schwab Fundamen... | 42.56 | +0.18% | 31.5K | +7.88% | 1.14M | 33.98 | 0.15% | Share |