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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.

Institution overview
Positions
1,171
No 13F data for Q4 2020
Portfolio value
$548.1M
No 13F data for Q4 2020
Filed
May 17, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of WealthShield Partners, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL288$12.0K<0.1%–––
Lattice Strategies Tr518416102HARTFORD MLT ETF411$12.0K<0.1%–––
FSKFS KKR Capital CorpCOM233$12.0K<0.1%––History
First Tr Exchange-Traded Alp33737M102MID CP GR ALPH169$12.0K<0.1%–––
IPInternational Paper CoCOM226$12.0K<0.1%––History
DGXQuest Diagnostics IncCOM96$12.0K<0.1%––History
WKHSWorkhorse Group Inc.COM NEW880$12.0K<0.1%––History
JCIJohnson Controls International plcStock211$13.0K<0.1%––History
ADIAnalog Devices IncStock87$13.0K<0.1%––History
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF228$13.0K<0.1%–––
ATOAtmos Energy CorpCOM132$13.0K<0.1%––History
LYFTLyft, Inc.CL A COM210$13.0K<0.1%––History
GHGuardant Health, Inc.COM87$13.0K<0.1%––History
PCNPIMCO Corporate & Income Strategy FundCOM733$13.0K<0.1%––History
TKRTimken CoCOM157$13.0K<0.1%––History
SPDR Series Trust78468R622ST BLOO HIGH ETF124$13.0K<0.1%–––
iShares Tr464288448INTL SEL DIV ETF400$13.0K<0.1%–––
PLXProtalix BioTherapeutics, Inc.COM3,000$13.0K<0.1%––History
LAZRQLuminar Technologies, Inc.COM CL A548$13.0K<0.1%––History
RMTRoyce Micro-Cap Trust, Inc.COM1,188$13.0K<0.1%––History
PRUPrudential Financial IncStock154$14.0K<0.1%––History
BHPBHP Group LtdADR201$14.0K<0.1%––History
LUMNLumen Technologies, Inc.Stock1,020$14.0K<0.1%––History
BROBrown & Brown, Inc.Stock300$14.0K<0.1%––History
Vanguard Health Care ETF92204A504ETF61$14.0K<0.1%–––
KRKroger CoStock390$14.0K<0.1%––History
Fidelity MSCI Materials Index ETF316092881ETF320$14.0K<0.1%–––
ROPRoper Technologies IncStock35$14.0K<0.1%––History
KMXCarMax IncCOM105$14.0K<0.1%––History
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH540$14.0K<0.1%–––
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW314$14.0K<0.1%–––
iShares Tr4642874407-10 YR TRSY BD125$14.0K<0.1%–––
First Tr Exchange Traded FD33738R860NASDAQ BK ETF440$14.0K<0.1%–––
IRIngersoll Rand Inc.COM291$14.0K<0.1%––History
CMTLComtech Telecommunications CorpCOM NEW574$14.0K<0.1%––History
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR336$14.0K<0.1%––History
ATHXAthersys, IncCOM7,750$14.0K<0.1%––History
FCELFuelcell Energy IncCOM1,000$14.0K<0.1%––History
IPGInterpublic Group of Companies, Inc.COM468$14.0K<0.1%––History
LAZLazard, Inc.SHS A317$14.0K<0.1%––History
Schwab U.S. Small-Cap ETF808524607ETF148$15.0K<0.1%–––
ARK Blockchain & Fintech Innovation ETF00214Q708ETF300$15.0K<0.1%–––
EIXEdison InternationalStock250$15.0K<0.1%––History
FROGJFrog LtdStock347$15.0K<0.1%––History
KKRKKR & Co. Inc.COM300$15.0K<0.1%––History
ALVAutoliv IncCOM163$15.0K<0.1%––History
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM800$15.0K<0.1%––History
AXSAxis Capital Holdings LtdSHS302$15.0K<0.1%––History
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS553$15.0K<0.1%––History
BKHBlack Hills CorpCOM224$15.0K<0.1%––History
SPDR Index Shs FDS78463X509ST PORT MARK ETF345$15.0K<0.1%–––
ALGNAlign Technology IncCOM28$15.0K<0.1%––History
RPDRapid7, Inc.COM200$15.0K<0.1%––History
CVMCel Sci CorpCOM PAR NEW1,000$15.0K<0.1%––History
Voya Nat Res Equity Income F92913C106COM4,500$15.0K<0.1%–––
ELVElevance Health, Inc.Stock44$16.0K<0.1%––History
TAKTakeda Pharmaceutical Co LtdADR860$16.0K<0.1%––History
BHCBausch Health Companies Inc.Stock500$16.0K<0.1%––History
METMetlife IncStock265$16.0K<0.1%––History
ZTSZoetis Inc.Stock103$16.0K<0.1%––History
PLTRPalantir Technologies Inc.Stock672$16.0K<0.1%––History
UBERUber Technologies, IncStock285$16.0K<0.1%––History
SPDR Series Trust78468R804ST STR R1K LOWV132$16.0K<0.1%–––
AMPAmeriprise Financial IncCOM69$16.0K<0.1%––History
RFRegions Financial CorpCOM756$16.0K<0.1%––History
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY343$16.0K<0.1%–––
GRMNGarmin LtdSHS124$16.0K<0.1%––History
DMRCDigimarc CorpCOM548$16.0K<0.1%––History
Translate Bio, Inc.89374L104COM1,000$16.0K<0.1%–––
EMDWestern Asset Emerging Markets Debt Fund Inc.COM1,248$16.0K<0.1%––History
SVF Investment Corp.G8601L102CL A SHS1,552$16.0K<0.1%–––
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF179$17.0K<0.1%–––
NIONIO Inc.ADR435$17.0K<0.1%––History
LHXL3HARRIS Technologies, Inc.Stock83$17.0K<0.1%––History
INTUIntuit Inc.Stock45$17.0K<0.1%––History
RQICohen & Steers Quality Income Realty Fund IncCEF1,226$17.0K<0.1%––History
WisdomTree Tr97717W406US AI ENHANCED175$17.0K<0.1%–––
PCARPaccar IncCOM184$17.0K<0.1%––History
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX418$17.0K<0.1%–––
ERICEricsson LM Telephone CoADR B SEK 101,263$17.0K<0.1%––History
FNFFidelity National Financial, Inc.COM SHS437$18.0K<0.1%––History
iShares U S ETF Tr46431W507SHOR DURA BD ETF353$18.0K<0.1%–––
NVTnVent Electric plcSHS636$18.0K<0.1%––History
CMSCMS Energy CorpCOM293$18.0K<0.1%––History
iShares Tr46434V282U S EQUITY FACTR443$18.0K<0.1%–––
JPMorgan Chase & Co46625H365ALERIAN ML ETN1,111$18.0K<0.1%–––
PRTKParatek Pharmaceuticals, Inc.COM2,500$18.0K<0.1%––History
PINCPremier, Inc.CL A521$18.0K<0.1%––History
GDOWestern Asset Global Corporate Opportunity Fund Inc.COM1,004$18.0K<0.1%––History
VTRVentas, Inc.REIT347$19.0K<0.1%––History
GENGen Digital Inc.Stock914$19.0K<0.1%––History
ONOn Semiconductor CorpStock456$19.0K<0.1%––History
ARK ETF Tr00214Q203AUTNMUS TECHNLGY227$19.0K<0.1%–––
MHKMohawk Industries IncCOM100$19.0K<0.1%––History
CCKCrown Holdings, Inc.COM200$19.0K<0.1%––History
FEFirstenergy CorpCOM560$19.0K<0.1%––History
KRGKite Realty Group TrustCOM NEW1,000$19.0K<0.1%––History
IDAIdacorp IncCOM189$19.0K<0.1%––History
EBAYeBay IncCOM304$19.0K<0.1%––History
PDTJohn Hancock Premium Dividend FundCOM SH BEN INT1,263$19.0K<0.1%––History

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of WealthShield Partners, LLC in Q1 2021
SecurityClassPutsCalls
Beyond Meat Inc08862E909CALL–$44.0K