13F-HR filed by WealthShield Partners, LLC
WealthShield Partners, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-08, with 555 holding rows worth $827,306,813.
- Accession
- 0001398344-25-014826
- Filer
- CIK 1729303
- Filed
- 2025-08-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 555 entries on the cover page, a total value of $827,306,813 stated on the cover page (in dollars after the unit check, H1), rows summing to $827,306,813 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 |
|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 33734X127 | ENERGY ALPHADX | 508 | $7,711 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C888 | US EQT BUFR APR | 150 | $6,778 | dollars as filed | |
| WISDOMTREE TR | 97717W406 | US AI ENHANCED | 58 | $6,595 | dollars as filed | |
| SPDR SERIES TRUST | 78464A516 | ST INTL BBG ETF | 268 | $6,295 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C608 | ISHA WORL EX ETF | 121 | $6,154 | dollars as filed | |
| SPDR S&P Metals & Mining ETF | 78464A755 | SHS | 90 | $6,050 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A784 | APTUS DRAWDOWN | 124 | $5,977 | dollars as filed | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 248 | $5,520 | dollars as filed | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 43 | $5,440 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V266 | S&P500 PUR GWT | 115 | $5,264 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A420 | DEFIA QUANT ETF | 56 | $5,157 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 455 | $5,064 | dollars as filed | |
| ARK ETF TR | 00214Q708 | BLOC FIN INN ETF | 100 | $5,024 | dollars as filed | |
| ISHARES INC | 46434G848 | MSCI GBL ETF NEW | 129 | $4,850 | dollars as filed | |
| iShares ESG Aware US Aggregate Bond ETF | 46435U549 | SHS | 98 | $4,659 | dollars as filed | |
| VANECK ETF TRUST | 92189F411 | BDC INCOME ETF | 266 | $4,323 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P850 | MUNICIPAL GRN BD | 180 | $4,156 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C102 | mc | 128 | $4,146 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q878 | HIGH YLD RESRCH | 85 | $3,964 | dollars as filed | |
| PACER INDUSTRIAL REAL ESTATE ETF | 69374H766 | ETF | 102 | $3,775 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 56 | $3,707 | dollars as filed | |
| WISDOMTREE TR | 97717W315 | EMER MKT HIGH FD | 78 | $3,533 | dollars as filed | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 53 | $3,328 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 29 | $3,283 | dollars as filed | |
| Vaneck Long Muni ETF | 92189F536 | ETF | 191 | $3,226 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 38 | $3,173 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 28 | $3,039 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X143 | HLTH CARE ALPH | 29 | $3,007 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 70 | $2,855 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 31 | $2,838 | dollars as filed | |
| SPDR SER TR | 78464A862 | S&P SEMICNDCTR | 11 | $2,825 | dollars as filed | |
| AMPLIFY ETF TR | 032108474 | ALTRNTV HARV ETF | 157 | $2,820 | dollars as filed | |
| iShares Morningstar Mid-Cap Value ETF | 464288406 | SHS | 36 | $2,751 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C599 | VNG RUS3000IDX | 10 | $2,728 | dollars as filed | |
| ISHARES TR | 46435U366 | CMN | 89 | $2,722 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X855 | ST STR INFRA ETF | 39 | $2,596 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 124 | $2,470 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 53 | $2,455 | dollars as filed | |
| GLOBAL X FDS | 37954Y830 | GLOBAL X COPPER | 51 | $2,277 | dollars as filed | |
| ARK ETF TR | 00214Q302 | GENOMIC REV ETF | 91 | $2,216 | dollars as filed | |
| GLOBAL X FDS | 37954Y848 | GLOBAL X SILVER | 45 | $2,166 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G599 | NASDAQ BIOTECH | 100 | $2,113 | dollars as filed | |
| Vanguard Total World Bond ETF | 92206C565 | SHS | 30 | $2,080 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V621 | FINL PFD ETF | 145 | $2,046 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A388 | APTUS DEFINED | 62 | $1,782 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q845 | DIVERSFD EQT ETF | 32 | $1,456 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q340 | BETABUILDERS US | 14 | $1,364 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E727 | RAFI EMRGNG MRKT | 57 | $1,333 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 9 | $1,328 | dollars as filed | |
| SPDR S&P Aerospace & Defense ETF | 78464A631 | SHS | 5 | $1,055 | dollars as filed | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 40 | $1,019 | dollars as filed | |
| ISHARES INC ETF MSCI GLOBAL GOLD MINERS ETF NEW | 46434G855 | ETF | 20 | $876 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 21 | $868 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 2 | $110 | dollars as filed | |
| PACER FDS TR | 69374H642 | TRENDPILOT US BD | 2 | $40 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-25-014826 | this filing | 2025-08-08 | acceptance time not in the bulk data set |