WealthShield Partners, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationcary, NC
- CIK0001729303
- Alternate namesEmerald Investment Partners, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
489 | $705.18M | IVV, SCHF, SCHG, IVW | 13F-HR | Feb 4, 2025 | 000139834425001803 | ||
485 | $738.16M | IVV, SCHF, SCHG, IUSB | 13F-HR | Nov 4, 2024 | 000139834424019902 | ||
466 | $656.17M | IVV, SCHF, SCHG, IVW | 13F-HR | Jul 26, 2024 | 000139834424013168 | ||
475 | $618.21M | IVV, SCHF, SCHG, IUSB | 13F-HR | Apr 29, 2024 | 000139834424008102 | ||
474 | $607.57M | IVV, SCHF, TLTW, SCHG | 13F-HR | Jan 23, 2024 | 000139834424000892 | ||
478 | $663.62M | IVV, VTV, SCHF, TLTW | 13F-HR | Oct 25, 2023 | 000139834423019701 | ||
485 | $663.78M | IVV, VTV, SCHF, IUSB | 13F-HR | Aug 3, 2023 | 000139834423014024 | ||
484 | $620.46M | IVV, VTV, SCHF, IUSB | 13F-HR | May 8, 2023 | 000139834423009091 | ||
288 | $522.20M | IVV, VTV, SCHF, ESGU | 13F-HR | Feb 13, 2023 | 000172930323000002 | ||
288 | $504.25M | IVV, SCHF, ESGU, VTV | 13F-HR | Nov 4, 2022 | 000172930322000009 | ||
290 | $504.64M | IVV, SCHF, ESGU, VTV | 13F-HR | Aug 11, 2022 | 000172930322000008 | ||
331 | $624.35M | IVV, LQDH, VTI, SCHF | 13F-HR | May 9, 2022 | 000172930322000007 | ||
281 | $600.74M | SCHF, IVV, ESGU, AAPL | 13F-HR | Feb 10, 2022 | 000172930322000004 | ||
231 | $373.55M | ESGU, IVV, PTBD, DGRO | 13F-HR | Nov 12, 2021 | 000172930321000007 | ||
764 | $638.28M | PTBD, ESGU, IVV, GOVT | 13F-HR | Aug 6, 2021 | 000172930321000006 | ||
1,176 | $556.42M | ESGU, IVV, PTBD, GOVT | 13F-HR | May 17, 2021 | 000172930321000005 | ||
299 | $541.87M | IVV, ESGU, VOO, LQD | 13F-HR | Feb 16, 2021 | 000172930321000002 | ||
390 | $285.46M | IVV, MGK, ESGU, AAPL | 13F-HR | Oct 30, 2020 | 000139834420021091 | ||
321 | $217.25M | IVV, DGRO, MGK, AGG | 13F-HR | Aug 13, 2020 | 000139834420015714 | ||
263 | $163.45M | IVV, DGRO, AGG, MGV | 13F-HR | May 12, 2020 | 000139834420009945 | ||
276 | $205.11M | IVV, DGRO, PWS, PTLC | 13F-HR | Feb 13, 2020 | 000139834420003270 | ||
259 | $188.69M | IVV, DGRO, PWS, AGG | 13F-HR | Nov 13, 2019 | 000139834419019951 | ||
224 | $172.45M | PWS, IVV, DGRO, AGG | 13F-HR | Aug 12, 2019 | 000139834419014047 | ||
271 | $178.86M | PWS, DGRO, IVV, PTLC | 13F-HR | May 14, 2019 | 000139834419008814 | ||
250 | $146.74M | PWS, PTLC, IVV, MGV | 13F-HR | Feb 14, 2019 | 000139834419002800 | ||
266 | $175.21M | PWS, AGG, IEI, MGV | 13F-HR | Nov 5, 2018 | 000139834418015945 | ||
248 | $163.98M | PWS, AGG, MGV, DGRO | 13F-HR | Aug 2, 2018 | 000139834418011099 | ||
238 | $157.79M | PWS, JNK, MGV, VIG | 13F-HR | May 11, 2018 | 000139834418007277 | ||
221 | $164.23M | PWS, JNK, MGV, VIG | RESTATEMENT | Apr 18, 2018 | 000139834418005661 |