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WealthShield Partners, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST FALNCommon470,223451,93511,929,558,00011,467,421,0001.80  Hist 06/30/2023
iSHARES TRUST IVVCommon72,6113,89832,363,495,0004,116,816,0004.88  Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VONGCommon87,06851,7576,160,932,0003,940,223,0000.93  Hist 06/30/2023
Vanguard Growth ETF VUGETF49,7723,50614,083,542,0002,542,917,0002.12  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHGCommon186,7355,37713,995,782,0002,176,706,0002.11  Hist 06/30/2023
iSHARES TRUST QUALCommon82,48610,30011,124,868,0002,169,111,0001.68  Hist 06/30/2023
SPDR SERIES TRUST HYMBCommon97,52058,5362,438,976,0001,462,815,0000.37  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLKCOM25,4534,2384,425,259,0001,221,582,0000.67  Hist 06/30/2023
iSHARES TRUST AGGLEHMAN AGG BND49,01113,0144,800,627,0001,213,886,0000.72  Hist 06/30/2023
iSHARES TRUST IVWS&P500 GRW60,05512,3594,232,676,0001,185,379,0000.64  Hist 06/30/2023
NOBLE INTERNATIONAL, LTD. NOBLCommon64,56010,2406,086,707,0001,130,510,0000.92  Hist 06/30/2023
iSHARES TRUST IUSBCommon342,69128,57815,582,167,0001,085,833,0002.35  Hist 06/30/2023
iSHARES TRUST TLTWCommon416,10240,38613,939,417,000954,672,0002.10  Hist 06/30/2023
NXP Semiconductors N.V. NXPICOM14,3313,5602,947,355,000929,366,0000.440.01 Hist 06/30/2023
L3HARRIS TECHNOLOGIES, INC. /DE/ LHXCOM13,4764,6202,638,197,000900,296,0000.40  Hist 06/30/2023
UNITEDHEALTH GROUP INC UNHCommon9,6311,7124,629,255,000886,634,0000.700.00 Hist 06/30/2023
SPDR SERIES TRUST SLYGCommon54,3559,0544,183,137,000842,168,0000.63  Hist 06/30/2023
PIMCO ETF TR TTL RTN ACTV BONDSTOCK32,8269,3133,007,543,000826,581,0000.45  Hist 06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP MUBETF83,1948,2248,879,266,000801,968,0001.34  Hist 06/30/2023
PEPSICO INC PEPCommon9,2613,9201,725,509,000751,821,0000.26  Hist 06/30/2023
iSHARES TRUST EFGMSCI GRW IDX104,4496,0029,965,480,000742,930,0001.50  Hist 06/30/2023
VANGUARD INDEX FUNDS VTVCommon142,3641,00720,229,943,000707,161,0003.05  Hist 06/30/2023
iSHARES TRUST IYWCommon38,8717314,231,886,000692,113,0000.64  Hist 06/30/2023
iSHARES TRUST IWFCommon19,4973035,365,184,000675,514,0000.81  Hist 06/30/2023
iSHARES TRUST USMVCommon48,8707,7573,632,528,000641,975,0000.55  Hist 06/30/2023
iSHARES TRUST IWPRUSSELL MCP GR43,1774,3024,172,211,000632,629,0000.63  Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon30,5781,2604,447,295,000626,878,0000.670.00 Hist 06/30/2023
iSHARES TRUST IWCCommon35,7684,2073,909,429,000610,939,0000.59  Hist 06/30/2023
iShares, Inc. IEMGCommon156,81810,5997,729,571,000595,563,0001.16  Hist 06/30/2023
iSHARES TRUST ESGECommon62,73118,4041,984,173,000588,761,0000.30  Hist 06/30/2023
iSHARES TRUST IWSCommon37,1174,1204,076,886,000572,559,0000.61  Hist 06/30/2023
iShares, Inc. LQDWCommon155,09719,9915,231,422,000568,914,0000.79  Hist 06/30/2023
Salesforce, Inc. CRMCommon14,0101,9772,959,753,000555,800,0000.45  Hist 06/30/2023
VISA INC. VCL A13,4041,6923,183,236,000542,622,0000.48  Hist 06/30/2023
Invesco DB Precious Metals Fund DBPCall21,04510,7061,038,665,000510,962,0000.16  Hist 06/30/2023
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