13F-HR filed by WealthShield Partners, LLC
WealthShield Partners, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-09, with 533 holding rows worth $779,025,035.
- Accession
- 0001398344-25-009105
- Filer
- CIK 1729303
- Filed
- 2025-05-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 533 entries on the cover page, a total value of $779,025,035 stated on the cover page (in dollars after the unit check, H1), rows summing to $779,025,035 with VALUE read as dollars as filed, 13F file number 028-18492. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 46137V266 | S&P500 PUR GWT | 115 | $4,399 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P850 | MUNICIPAL GRN BD | 180 | $4,229 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q878 | HIGH YLD RESRCH | 85 | $3,914 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V118 | GBL LISTED PVT | 61 | $3,908 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 20 | $3,768 | dollars as filed | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 60 | $3,500 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 307 | $3,445 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C102 | mc | 128 | $3,442 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A388 | APTUS DEFINED | 124 | $3,394 | dollars as filed | |
| ARK ETF TR | 00214Q708 | BLOC FIN INN ETF | 100 | $3,326 | dollars as filed | |
| WISDOMTREE TR | 97717W315 | EMER MKT HIGH FD | 78 | $3,282 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 112 | $3,201 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 29 | $3,093 | dollars as filed | |
| AMPLIFY ETF TR | 032108474 | ALTRNTV HARV ETF | 157 | $3,062 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 38 | $3,026 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X143 | HLTH CARE ALPH | 29 | $3,004 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 49 | $2,800 | dollars as filed | |
| PACER INDUSTRIAL REAL ESTATE ETF | 69374H766 | ETF | 75 | $2,773 | dollars as filed | |
| ISHARES TR | 46435U366 | CMN | 89 | $2,601 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C599 | VNG RUS3000IDX | 10 | $2,468 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 53 | $2,442 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 70 | $2,394 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G599 | NASDAQ BIOTECH | 100 | $2,119 | dollars as filed | |
| Vanguard Total World Bond ETF | 92206C565 | SHS | 30 | $2,064 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 124 | $1,952 | dollars as filed | |
| ARK ETF TR | 00214Q302 | GENOMIC REV ETF | 91 | $1,889 | dollars as filed | |
| iShares Future AI & Tech ETF | 46435U556 | SHS | 58 | $1,824 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q845 | DIVERSFD EQT ETF | 32 | $1,395 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q340 | BETABUILDERS US | 14 | $1,262 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E727 | RAFI EMRGNG MRKT | 57 | $1,239 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 27 | $994 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 21 | $807 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 2 | $110 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-25-009105 | this filing | 2025-05-09 | acceptance time not in the bulk data set |