WealthShield Partners, LLC
- SEC CIK
- 0001729303
- Latest filing
- Aug 12, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 1,171
- No 13F data for Q4 2020
- Portfolio value
- $548.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G425 | ESG AWR MSCI USA | 235,073 | $21.4M | 3.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 49,678 | $19.8M | 3.6% | – | – | – |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 695,149 | $19.0M | 3.5% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 476,776 | $12.5M | 2.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 33,981 | $12.4M | 2.3% | – | – | – |
| Kraneshares Tr500767686 | KYA DYNMC INC | 541,238 | $11.6M | 2.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 239,885 | $11.6M | 2.1% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 211,053 | $10.8M | 2.0% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 66,534 | $10.7M | 2.0% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 304,514 | $9.72M | 1.8% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 173,250 | $9.47M | 1.7% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 178,269 | $9.40M | 1.7% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 91,967 | $9.24M | 1.7% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 204,780 | $8.87M | 1.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 79,878 | $8.67M | 1.6% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 38,943 | $8.06M | 1.5% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 75,268 | $7.71M | 1.4% | – | – | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 113,439 | $7.53M | 1.4% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 28,680 | $6.99M | 1.3% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 74,885 | $6.86M | 1.3% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 46,449 | $6.58M | 1.2% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 66,882 | $6.37M | 1.2% | – | – | – |
| AAPLApple Inc. | Stock | 49,838 | $6.09M | 1.1% | – | – | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 32,809 | $5.85M | 1.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 38,531 | $5.67M | 1.0% | – | – | – |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 112,146 | $5.65M | 1.0% | – | – | – |
| Pacer FDS Tr69374H840 | WEALTHSHIELD | 180,663 | $5.63M | 1.0% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 93,669 | $5.45M | 1.0% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 41,830 | $5.44M | 1.0% | – | – | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 39,849 | $5.30M | 1.0% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 23,878 | $5.11M | 0.9% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 52,464 | $4.76M | 0.9% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 28,065 | $4.72M | 0.9% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 15,158 | $4.66M | 0.9% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 53,013 | $4.57M | 0.8% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 39,251 | $4.55M | 0.8% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 12,598 | $4.52M | 0.8% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 27,068 | $4.48M | 0.8% | – | – | – |
| TSLATesla, Inc. | Stock | 6,671 | $4.46M | 0.8% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 58,202 | $4.24M | 0.8% | – | – | – |
| iShares Tr464288588 | MBS ETF | 38,684 | $4.19M | 0.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 15,822 | $4.04M | 0.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 16,932 | $3.99M | 0.7% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 53,285 | $3.84M | 0.7% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 130,719 | $3.82M | 0.7% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 65,948 | $3.69M | 0.7% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 122,742 | $3.64M | 0.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,175 | $3.64M | 0.7% | – | – | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 65,820 | $3.55M | 0.6% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 59,152 | $3.38M | 0.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 63,686 | $3.13M | 0.6% | – | – | – |
| iShares Tr464288430 | ASIA 50 ETF | 32,987 | $3.04M | 0.6% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 34,816 | $3.00M | 0.5% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 22,076 | $3.00M | 0.5% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 8,709 | $2.88M | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 10,959 | $2.82M | 0.5% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 43,554 | $2.73M | 0.5% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 12,171 | $2.72M | 0.5% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,333 | $2.70M | 0.5% | – | – | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 95,448 | $2.50M | 0.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 18,691 | $2.46M | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,810 | $2.25M | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 43,002 | $2.24M | 0.4% | – | – | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 60,120 | $2.09M | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,227 | $2.07M | 0.4% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 32,115 | $2.07M | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,627 | $1.99M | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 962 | $1.98M | 0.4% | – | – | History |
| VMIValmont Industries Inc | COM | 8,200 | $1.95M | 0.4% | – | – | History |
| DUKDuke Energy CORP | Stock | 19,175 | $1.85M | 0.3% | – | – | History |
| TFCTruist Financial Corp | COM | 31,394 | $1.83M | 0.3% | – | – | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 34,597 | $1.77M | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,358 | $1.73M | 0.3% | – | – | – |
| iShares Tr464288174 | GL TIMB FORE ETF | 20,141 | $1.72M | 0.3% | – | – | – |
| TVTYTivity Health, Inc. | COM | 75,810 | $1.69M | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 10,645 | $1.62M | 0.3% | – | – | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 11,358 | $1.53M | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 8,002 | $1.48M | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 4,601 | $1.40M | 0.3% | – | – | History |
| Global X FDS37954Y830 | GLOBAL X COPPER | 39,231 | $1.40M | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 58,223 | $1.33M | 0.2% | – | – | – |
| UNPUnion Pacific Corp | Stock | 5,802 | $1.28M | 0.2% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,755 | $1.24M | 0.2% | – | – | – |
| CSXCSX Corp | Stock | 11,831 | $1.14M | 0.2% | – | – | History |
| Osi ETF Tr67110P407 | OSHARES US QUALT | 28,383 | $1.13M | 0.2% | – | – | – |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 15,065 | $1.13M | 0.2% | – | – | – |
| FNDFloor & Decor Holdings, Inc. | CL A | 11,787 | $1.13M | 0.2% | – | – | History |
| VVisa Inc. | Stock | 5,268 | $1.11M | 0.2% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,853 | $1.10M | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,945 | $1.10M | 0.2% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 14,338 | $1.09M | 0.2% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,572 | $1.07M | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 20,508 | $1.06M | 0.2% | – | – | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 8,695 | $1.06M | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 5,640 | $1.04M | 0.2% | – | – | History |
| WDAYWorkday, Inc. | CL A | 3,945 | $980.0K | 0.2% | – | – | History |
| CRMSalesforce, Inc. | Stock | 4,583 | $971.0K | 0.2% | – | – | History |
| DBOInvesco DB Oil Fund | OIL FD | 91,851 | $966.0K | 0.2% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,962 | $963.0K | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 6,974 | $947.0K | 0.2% | – | – | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Beyond Meat Inc08862E909 | CALL | – | $44.0K |