WealthShield Partners, LLC

Q4 2024 13F Holdings

  • Location
    cary, NC
  • Num holdings

    489

  • Value ($000)

    $705,177

  • Date Filed
    02/04/2025
  • Form type
    13F-HR
  • CIK
    0001729303
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$34.90M
5 %

59,289

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$15.97M
2 %

863,406

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$15.93M
2 %

571,497

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$15.65M
2 %

154,144

AAPL
AAPL

APPLE INC

COM
037833100
$14.80M
2 %

59,115

IUSB
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$14.08M
2 %

311,579

MGK
MGK

VANGUARD WORLD FD

MEGA GRWTH IND
921910816
$13.53M
2 %

39,400

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$11.75M
2 %

69,415

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$11.45M
2 %

223,428

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$10.30M
2 %

167,884

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 489