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
| IEF | OPTION | 935 | -100,662 | 90,321,000 | -9,979,974,000 | 0.01 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| UAE | Common | 2,696 | -34,906 | 271,298,000 | -3,510,711,000 | 0.04 | |
Hist
| 06/30/2023 |
VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 77,797 | -57,678 | 3,592,665,000 | -2,526,741,000 | 0.54 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWN | RUSL 2000 VALU | 6,882 | -10,222 | 968,993,000 | -1,374,602,000 | 0.15 | |
Hist
| 06/30/2023 |
ISHARES U S ETF TR
| LQDH | Common | 3,863 | -10,924 | 359,058,000 | -995,896,000 | 0.05 | |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 35,106 | -23,306 | 1,428,198,000 | -931,647,000 | 0.22 | |
Hist
| 06/30/2023 |
Pacer Funds Trust
| COWZ | Common | 1,210 | -17,619 | 57,946,000 | -826,098,000 | 0.01 | |
Hist
| 06/30/2023 |
iShares High Dividend ETF JDR
| HDV | common | 9,376 | -6,206 | 945,044,000 | -639,066,000 | 0.14 | |
Hist
| 06/30/2023 |
UNION PACIFIC CORP
| UNP | Common | 5,743 | -2,979 | 1,175,116,000 | -580,300,000 | 0.18 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| ISI | Common | 14,836 | -7,036 | 1,451,554,000 | -528,956,000 | 0.22 | |
Hist
| 06/30/2023 |
WisdomTree Trust
| AGZD | Common | 879 | -10,125 | 38,887,000 | -440,117,000 | 0.01 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| MTUM | Common | 3,203 | -3,263 | 462,064,000 | -436,987,000 | 0.07 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| SHY | 1-3 YR TRS BD | 5,896 | -5,127 | 478,048,000 | -427,602,000 | 0.07 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 23,532 | -4,774 | 2,345,005,000 | -392,205,000 | 0.35 | |
Hist
| 06/30/2023 |
VANGUARD SPECIALIZED FUNDS
| VIG | Common | 44,506 | -4,884 | 7,263,501,000 | -343,037,000 | 1.09 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ESGU | Common | 83,466 | -10,228 | 8,134,625,000 | -339,993,000 | 1.23 | |
Hist
| 06/30/2023 |
Pacer Funds Trust
| PTBD | Common | 48,718 | -16,515 | 973,871,000 | -338,608,000 | 0.15 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ISTB | Common | 33,963 | -6,663 | 1,584,034,000 | -331,685,000 | 0.24 | |
Hist
| 06/30/2023 |
SSGA FUNDS MANAGEMENT INC
| XLF | Common | 48,757 | -11,669 | 1,643,602,000 | -299,084,000 | 0.25 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| EMB | Common | 7,906 | -3,386 | 684,206,000 | -290,105,000 | 0.10 | |
Hist
| 06/30/2023 |
WisdomTree Trust
| XSOE | Common | 370,323 | -11,122 | 10,350,528,000 | -268,901,000 | 1.56 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| SPYV | S&P 500 VALUE | 32,375 | -8,129 | 1,398,600,000 | -250,723,000 | 0.21 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHF | Common | 527,893 | -19,842 | 18,819,375,000 | -241,799,000 | 2.84 | |
Hist
| 06/30/2023 |
Pacer Funds Trust
| PWS | Common | 94,011 | -8,869 | 2,577,026,000 | -209,345,000 | 0.39 | |
Hist
| 06/30/2023 |
Global X Funds
| LIT | Common | 130 | -3,000 | 8,480,000 | -190,432,000 | 0.00 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWR | ETF | 7,820 | -3,017 | 571,095,000 | -186,628,000 | 0.09 | |
Hist
| 06/30/2023 |
AbbVie Inc.
| ABBV | COM | 4,567 | -464 | 615,319,000 | -186,447,000 | 0.09 | 0.00 |
Hist
| 06/30/2023 |
Meta Platforms, Inc.
| FB | Common | 7,680 | -3,595 | 2,204,006,000 | -185,618,000 | 0.33 | |
Hist
| 06/30/2023 |
Vanguard BD Index Fund Inc Sho
| BSV | COM | 1,366 | -2,352 | 103,229,000 | -181,161,000 | 0.02 | |
Hist
| 06/30/2023 |
Westfield Emerging Markets Small Cap Fund LP
| TFI | ETF | 32,730 | -3,098 | 1,510,821,000 | -166,650,000 | 0.23 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| TIP | Common | 2,954 | -1,437 | 317,887,000 | -166,198,000 | 0.05 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED FUND IV
| FTSM | Exchange Traded Fund | 4,633 | -2,734 | 276,307,000 | -163,636,000 | 0.04 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| SUSC | Common | 45,128 | -6,177 | 1,026,211,000 | -154,574,000 | 0.15 | |
Hist
| 06/30/2023 |
VANGUARD SCOTTSDALE FUNDS
| VTWO | Common | 2,240 | -2,106 | 169,414,000 | -143,870,000 | 0.03 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IYE | COM | 4,735 | -3,140 | 202,858,000 | -141,653,000 | 0.03 | |
Hist
| 06/30/2023 |
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