News + Filings Holdings
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WealthShield Partners, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
iSHARES TRUST
| FALN | Common | 470,223 | 451,935 | 11,929,558,000 | 11,467,421,000 | 1.80 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVV | Common | 72,611 | 3,898 | 32,363,495,000 | 4,116,816,000 | 4.88 | |
Hist
| 06/30/2023 |
VANGUARD SCOTTSDALE FUNDS
| VONG | Common | 87,068 | 51,757 | 6,160,932,000 | 3,940,223,000 | 0.93 | |
Hist
| 06/30/2023 |
Vanguard Growth ETF
| VUG | ETF | 49,772 | 3,506 | 14,083,542,000 | 2,542,917,000 | 2.12 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHG | Common | 186,735 | 5,377 | 13,995,782,000 | 2,176,706,000 | 2.11 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| QUAL | Common | 82,486 | 10,300 | 11,124,868,000 | 2,169,111,000 | 1.68 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| HYMB | Common | 97,520 | 58,536 | 2,438,976,000 | 1,462,815,000 | 0.37 | |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TRUST
| XLK | COM | 25,453 | 4,238 | 4,425,259,000 | 1,221,582,000 | 0.67 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| AGG | LEHMAN AGG BND | 49,011 | 13,014 | 4,800,627,000 | 1,213,886,000 | 0.72 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVW | S&P500 GRW | 60,055 | 12,359 | 4,232,676,000 | 1,185,379,000 | 0.64 | |
Hist
| 06/30/2023 |
NOBLE INTERNATIONAL, LTD.
| NOBL | Common | 64,560 | 10,240 | 6,086,707,000 | 1,130,510,000 | 0.92 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IUSB | Common | 342,691 | 28,578 | 15,582,167,000 | 1,085,833,000 | 2.35 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| TLTW | Common | 416,102 | 40,386 | 13,939,417,000 | 954,672,000 | 2.10 | |
Hist
| 06/30/2023 |
NXP Semiconductors N.V.
| NXPI | COM | 14,331 | 3,560 | 2,947,355,000 | 929,366,000 | 0.44 | 0.01 |
Hist
| 06/30/2023 |
L3HARRIS TECHNOLOGIES, INC. /DE/
| LHX | COM | 13,476 | 4,620 | 2,638,197,000 | 900,296,000 | 0.40 | |
Hist
| 06/30/2023 |
UNITEDHEALTH GROUP INC
| UNH | Common | 9,631 | 1,712 | 4,629,255,000 | 886,634,000 | 0.70 | 0.00 |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| SLYG | Common | 54,355 | 9,054 | 4,183,137,000 | 842,168,000 | 0.63 | |
Hist
| 06/30/2023 |
PIMCO ETF TR TTL RTN ACTV
| BOND | STOCK | 32,826 | 9,313 | 3,007,543,000 | 826,581,000 | 0.45 | |
Hist
| 06/30/2023 |
MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 83,194 | 8,224 | 8,879,266,000 | 801,968,000 | 1.34 | |
Hist
| 06/30/2023 |
PEPSICO INC
| PEP | Common | 9,261 | 3,920 | 1,725,509,000 | 751,821,000 | 0.26 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| EFG | MSCI GRW IDX | 104,449 | 6,002 | 9,965,480,000 | 742,930,000 | 1.50 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VTV | Common | 142,364 | 1,007 | 20,229,943,000 | 707,161,000 | 3.05 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IYW | Common | 38,871 | 731 | 4,231,886,000 | 692,113,000 | 0.64 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWF | Common | 19,497 | 303 | 5,365,184,000 | 675,514,000 | 0.81 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| USMV | Common | 48,870 | 7,757 | 3,632,528,000 | 641,975,000 | 0.55 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWP | RUSSELL MCP GR | 43,177 | 4,302 | 4,172,211,000 | 632,629,000 | 0.63 | |
Hist
| 06/30/2023 |
JPMORGAN CHASE & CO
| JPM | Common | 30,578 | 1,260 | 4,447,295,000 | 626,878,000 | 0.67 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWC | Common | 35,768 | 4,207 | 3,909,429,000 | 610,939,000 | 0.59 | |
Hist
| 06/30/2023 |
iShares, Inc.
| IEMG | Common | 156,818 | 10,599 | 7,729,571,000 | 595,563,000 | 1.16 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ESGE | Common | 62,731 | 18,404 | 1,984,173,000 | 588,761,000 | 0.30 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWS | Common | 37,117 | 4,120 | 4,076,886,000 | 572,559,000 | 0.61 | |
Hist
| 06/30/2023 |
iShares, Inc.
| LQDW | Common | 155,097 | 19,991 | 5,231,422,000 | 568,914,000 | 0.79 | |
Hist
| 06/30/2023 |
Salesforce, Inc.
| CRM | Common | 14,010 | 1,977 | 2,959,753,000 | 555,800,000 | 0.45 | |
Hist
| 06/30/2023 |
VISA INC.
| V | CL A | 13,404 | 1,692 | 3,183,236,000 | 542,622,000 | 0.48 | |
Hist
| 06/30/2023 |
Invesco DB Precious Metals Fund
| DBP | Call | 21,045 | 10,706 | 1,038,665,000 | 510,962,000 | 0.16 | |
Hist
| 06/30/2023 |
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