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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
SPTSprout Social, Inc.COM CL A335$19.0K<0.1%––History
ABAlliancebernstein Holding L.P.UNIT LTD PARTN475$19.0K<0.1%––History
TELTE Connectivity plcREG SHS144$19.0K<0.1%––History
CMICummins IncStock79$20.0K<0.1%––History
ROKRockwell Automation, IncStock74$20.0K<0.1%––History
DHRDanaher CorpStock89$20.0K<0.1%––History
SHOPShopify Inc.Stock18$20.0K<0.1%––History
First Tr Exchange-Traded Alp33735J101COM SHS320$20.0K<0.1%–––
TRPTC Energy CorpCOM427$20.0K<0.1%––History
PHGKoninklijke Philips NVNY REGIS SHS NEW355$20.0K<0.1%––History
PESIPerma Fix Environmental Services IncCOM NEW2,683$20.0K<0.1%––History
EXASExact Sciences CorpCOM153$20.0K<0.1%––History
NCNOnCino, Inc.COM300$20.0K<0.1%––History
QSQuantumScape CorpCOM CL A472$21.0K<0.1%––History
CNPCenterpoint Energy IncCOM910$21.0K<0.1%––History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD253$21.0K<0.1%–––
MGAMagna International IncCOM243$21.0K<0.1%––History
iShares Tr46434V4070-5YR HI YL CP458$21.0K<0.1%–––
iShares Tr46435G243ESG AWRE 1 5 YR812$21.0K<0.1%–––
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF219$22.0K<0.1%–––
Invesco Exch Traded FD Tr II46138E875DORSEY WRGT DVLP650$22.0K<0.1%–––
Nushares ETF Tr67092P888NUVEEN ESG EMRGN632$22.0K<0.1%–––
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN225$22.0K<0.1%–––
TPBTurning Point Brands, Inc.COM412$22.0K<0.1%––History
SPDR Series Trust78468R887ST STR R2K LOWV200$22.0K<0.1%–––
OKTAOkta, Inc.CL A100$22.0K<0.1%––History
AGDabrdn Global Dynamic Dividend FundCOM2,000$22.0K<0.1%––History
VTAInvesco Dynamic Credit Opportunities FundCOM1,960$22.0K<0.1%––History
EDFVirtus Stone Harbor Emerging Markets Income FundCOM2,648$22.0K<0.1%––History
Atlantica Sustainable Infr PG0751N103SHS607$22.0K<0.1%–––
APLEApple Hospitality REIT, Inc.REIT1,600$23.0K<0.1%––History
BIIBBiogen Inc.COM81$23.0K<0.1%––History
AAPAdvance Auto Parts IncCOM125$23.0K<0.1%––History
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR4,494$23.0K<0.1%––History
CIKUBS Asset Management Income Fund, Inc.COM6,749$23.0K<0.1%––History
APPNAppian CorpCL A172$23.0K<0.1%––History
FAXAbrdn Asia-Pacific Income Fund, Inc.COM5,714$23.0K<0.1%––History
FABCFabric.AI, Inc.COM3,521$23.0K<0.1%––History
PANWPalo Alto Networks IncStock73$24.0K<0.1%––History
KLACKLA CorpCOM NEW74$24.0K<0.1%––History
REGNRegeneron Pharmaceuticals, Inc.COM50$24.0K<0.1%––History
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG816$24.0K<0.1%–––
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT6,969$24.0K<0.1%––History
iShares Tr4642886613 7 YR TREAS BD188$24.0K<0.1%–––
iShares Tr464289867CORE 60 BALA ETF449$24.0K<0.1%–––
iShares Tr464287697U.S. UTILITS ETF306$24.0K<0.1%–––
TDOCTeladoc Health, Inc.COM131$24.0K<0.1%––History
COUPCoupa Software IncCOM96$24.0K<0.1%––History
APTVAptiv PLCSHS175$24.0K<0.1%––History
Schwab U.S. Large-Cap Growth ETF808524300ETF194$25.0K<0.1%–––
Pacer Trendpilot 100 ETF69374H303ETF481$25.0K<0.1%–––
iShares Tr464287341GLOBAL ENERG ETF1,000$25.0K<0.1%–––
TSLXSixth Street Specialty Lending, Inc.COM1,189$25.0K<0.1%––History
CTSHCognizant Technology Solutions CorpCL A322$25.0K<0.1%––History
WIXWix.com Ltd.SHS88$25.0K<0.1%––History
XIFRXPLR Infrastructure, LPCOM UNIT PART IN338$25.0K<0.1%––History
YAlleghany CorpCOM40$25.0K<0.1%––History
WOLFWolfspeed, Inc.COM233$25.0K<0.1%––History
EDUNew Oriental Education & Technology Group Inc.SPON ADR1,763$25.0K<0.1%––History
VMWVmware LLCCL A COM169$25.0K<0.1%––History
ZNGAZynga IncCL A2,474$25.0K<0.1%––History
VRTXVertex Pharmaceuticals IncStock122$26.0K<0.1%––History
CCitigroup IncStock357$26.0K<0.1%––History
BNTXBioNTech SESPONSORED ADS235$26.0K<0.1%––History
Colony Cap Inc New19626G108CL A COM4,000$26.0K<0.1%–––
SNAPSnap IncStock513$27.0K<0.1%––History
BF.BBrown Forman CorpStock396$27.0K<0.1%––History
iShares Core MSCI Total International Stock ETF46432F834ETF380$27.0K<0.1%–––
WDCWestern Digital CorpCOM411$27.0K<0.1%––History
MTArcelorMittalNY REGISTRY SH932$27.0K<0.1%––History
SIDNational Steel CoSPONSORED ADR4,074$27.0K<0.1%––History
OXYOccidental Petroleum CorpStock1,039$28.0K<0.1%––History
TMOThermo Fisher Scientific Inc.Stock62$28.0K<0.1%––History
MMYTMakeMyTrip LtdStock881$28.0K<0.1%––History
DBCInvesco DB Commodity Index Tracking FundUNIT1,700$28.0K<0.1%––History
HPEHewlett Packard Enterprise CoCOM1,806$28.0K<0.1%––History
NOKNokia CorpSPONSORED ADR7,100$28.0K<0.1%––History
HDBHDFC Bank LtdSPONSORED ADS362$28.0K<0.1%––History
Tata MTRS Ltd876568502SPONSORED ADR1,346$28.0K<0.1%–––
UAAUnder Armour, Inc.Stock1,300$29.0K<0.1%––History
NTNXNutanix, Inc.Stock1,100$29.0K<0.1%––History
VOYAVoya Financial, Inc.COM450$29.0K<0.1%––History
SQMChemical & Mining Co of Chile IncSPON ADR SER B549$29.0K<0.1%––History
HTHTH World Group LtdSPONSORED ADS523$29.0K<0.1%––History
ZTRVirtus Total Return Fund Inc.COM3,189$29.0K<0.1%––History
HQYHealthequity, Inc.COM433$29.0K<0.1%––History
PINSPinterest, Inc.CL A393$29.0K<0.1%––History
UTFCohen & Steers Infrastructure Fund IncCOM1,032$29.0K<0.1%––History
VIPSVipshop Holdings LtdSPONSORED ADS A963$29.0K<0.1%––History
CRHCRH Public Ltd CoADR621$29.0K<0.1%––History
State Street Health Care Select Sector SPDR ETF81369Y209ETF257$30.0K<0.1%–––
CARRCarrier Global CorpStock700$30.0K<0.1%––History
BKNGBooking Holdings Inc.Stock13$30.0K<0.1%––History
Global X FDS37954Y483NASDAQ 100 COVER1,310$30.0K<0.1%–––
PSAPublic StorageCOM123$30.0K<0.1%––History
ALLEAllegion plcORD SHS236$30.0K<0.1%––History
Ssga Active ETF Tr78467V848ST STR TOTAL ETF616$30.0K<0.1%–––
HQHabrdn Healthcare InvestorsSH BEN INT1,222$30.0K<0.1%––History
WTRGEssential Utilities, Inc.COM660$30.0K<0.1%––History
DACDanaos CorpSHS606$30.0K<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