WealthShield Partners, LLC
- SEC CIK
- 0001729303
- Latest filing
- Aug 12, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 10, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 281
- +50 vs. Q3 2021
- Portfolio value
- $600.3M
- +$226.7M (+60.7%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 11,600 | $571.0K | 0.1% | +6,768+140.1% | Added | – |
| ABTAbbott Laboratories | Stock | 4,169 | $587.0K | 0.1% | +1,807+76.5% | Added | History |
| CVXChevron Corp | Stock | 5,116 | $600.0K | 0.1% | +2,990+140.6% | Added | History |
| iShares Tr46435G409 | MSCI INTL VLU FT | 23,912 | $608.0K | 0.1% | +23,912 | New | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,082 | $610.0K | 0.1% | +2,082 | New | – |
| SWKStanley Black & Decker, Inc. | COM | 3,234 | $610.0K | 0.1% | +3,234 | New | History |
| iShares Tr464288166 | AGENCY BOND ETF | 5,249 | $615.0K | 0.1% | +147+2.9% | Added | – |
| CICigna Group | Stock | 2,739 | $629.0K | 0.1% | +286+11.7% | Added | History |
| iShares Tr464289479 | CORE LT USDB ETF | 8,859 | $639.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Total World Stock ETF922042742 | ETF | 6,158 | $662.0K | 0.1% | −121−1.9% | Reduced | – |
| SYFSynchrony Financial | COM | 14,511 | $673.0K | 0.1% | +828+6.1% | Added | History |
| KOCoca Cola Co | Stock | 11,552 | $684.0K | 0.1% | +1,653+16.7% | Added | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 10,857 | $722.0K | 0.1% | +2,388+28.2% | Added | – |
| NKENIKE, Inc. | Stock | 4,510 | $752.0K | 0.1% | +936+26.2% | Added | History |
| MAMastercard Inc | Stock | 2,108 | $757.0K | 0.1% | +2,108 | New | History |
| CMCSAComcast Corp | Stock | 15,237 | $767.0K | 0.1% | +1,297+9.3% | Added | History |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 37,050 | $771.0K | 0.1% | −9,830−21.0% | Reduced | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 9,901 | $772.0K | 0.1% | +3,710+59.9% | Added | – |
| BACBank of America Corp | Stock | 17,382 | $773.0K | 0.1% | +3,900+28.9% | Added | History |
| BABoeing Co | Stock | 3,850 | $775.0K | 0.1% | +926+31.7% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 2,563 | $780.0K | 0.1% | +514+25.1% | Added | History |
| DVNDevon Energy Corp | Stock | 17,714 | $780.0K | 0.1% | +799+4.7% | Added | History |
| ALLAllstate Corp | Stock | 6,669 | $785.0K | 0.1% | +1,218+22.3% | Added | History |
| iShares Tr464287549 | EXPND TEC SC ETF | 1,800 | $790.0K | 0.1% | +1,800 | New | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,050 | $791.0K | 0.1% | +37+0.3% | Added | – |
| ETNEaton Corp plc | Stock | 4,649 | $803.0K | 0.1% | +287+6.6% | Added | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 28,347 | $816.0K | 0.1% | +5,305+23.0% | Added | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 30,486 | $819.0K | 0.1% | +458+1.5% | Added | – |
| CBChubb Ltd | Stock | 4,308 | $833.0K | 0.1% | +410+10.5% | Added | History |
| ABBVAbbVie Inc. | Stock | 6,419 | $869.0K | 0.1% | +3,385+111.6% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 14,465 | $885.0K | 0.1% | +5,815+67.2% | Added | History |
| APAAPA Corp | Stock | 33,090 | $890.0K | 0.1% | +33,090 | New | History |
| MRKMerck & Co., Inc. | Stock | 11,666 | $894.0K | 0.1% | +628+5.7% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 14,484 | $903.0K | 0.2% | +14,484 | New | History |
| QCOMQualcomm Inc | Stock | 4,961 | $907.0K | 0.2% | +933+23.2% | Added | History |
| KBHKB Home | COM | 20,365 | $911.0K | 0.2% | +10,506+106.6% | Added | History |
| Signature BK New York N Y82669G104 | COM | 2,835 | $917.0K | 0.2% | +1,267+80.8% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,337 | $930.0K | 0.2% | +458+24.4% | Added | – |
| TSLATesla, Inc. | Stock | 883 | $933.0K | 0.2% | +339+62.3% | Added | History |
| MCDMcDonalds Corp | Stock | 3,480 | $933.0K | 0.2% | +653+23.1% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 11,015 | $934.0K | 0.2% | −88−0.8% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 17,730 | $955.0K | 0.2% | −24,718−58.2% | Reduced | – |
| NOGNorthern Oil & Gas, Inc. | COM | 46,826 | $964.0K | 0.2% | −3,447−6.9% | Reduced | History |
| CVSCVS Health Corp | Stock | 9,374 | $967.0K | 0.2% | +9,374 | New | History |
| BLMNBloomin' Brands, Inc. | COM | 46,160 | $968.0K | 0.2% | +46,160 | New | History |
| CMECME Group Inc. | COM | 4,280 | $978.0K | 0.2% | +441+11.5% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 2,649 | $981.0K | 0.2% | +395+17.5% | Added | History |
| DBBInvesco DB Base Metals Fund | BASE METALS FD | 44,731 | $996.0K | 0.2% | +44,731 | New | History |
| Schwab U.S. REIT ETF808524847 | ETF | 19,111 | $1.01M | 0.2% | +19,111 | New | – |
| DBOInvesco DB Oil Fund | OIL FD | 74,342 | $1.01M | 0.2% | −3,769−4.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,996 | $1.01M | 0.2% | −74−2.4% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 19,899 | $1.02M | 0.2% | +3,870+24.1% | Added | – |
| PXDPioneer Natural Resources Co | COM | 5,620 | $1.02M | 0.2% | +515+10.1% | Added | History |
| TVTYTivity Health, Inc. | COM | 39,000 | $1.03M | 0.2% | −36,810−48.6% | Reduced | History |
| INFOIHS Markit Ltd. | SHS | 7,765 | $1.03M | 0.2% | +688+9.7% | Added | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,518 | $1.04M | 0.2% | +5,940+166.0% | Added | – |
| PGProcter & Gamble Co | Stock | 6,576 | $1.08M | 0.2% | +2,200+50.3% | Added | History |
| Kraneshares Tr500767728 | LRG CAP QTY DIVD | 31,115 | $1.08M | 0.2% | −3,006−8.8% | Reduced | – |
| WMTWalmart Inc. | Stock | 7,503 | $1.09M | 0.2% | +1,579+26.7% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,120 | $1.10M | 0.2% | +2,120 | New | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 22,669 | $1.11M | 0.2% | +3,722+19.6% | Added | – |
| ICEIntercontinental Exchange, Inc. | Stock | 8,135 | $1.11M | 0.2% | +819+11.2% | Added | History |
| ROPRoper Technologies Inc | Stock | 2,321 | $1.14M | 0.2% | +329+16.5% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,627 | $1.15M | 0.2% | +1,162+79.3% | Added | – |
| NXPINXP Semiconductors N.V. | COM | 5,066 | $1.15M | 0.2% | +431+9.3% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 12,423 | $1.15M | 0.2% | +12,423 | New | – |
| EQIXEquinix Inc | COM | 1,369 | $1.16M | 0.2% | +207+17.8% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 10,064 | $1.17M | 0.2% | −45,488−81.9% | Reduced | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 8,123 | $1.18M | 0.2% | −216−2.6% | Reduced | – |
| Vy Global GrowthG9444H100 | COM CL A | 121,767 | $1.20M | 0.2% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,718 | $1.20M | 0.2% | +250+1.7% | Added | – |
| IBMInternational Business Machines Corp | Stock | 9,064 | $1.21M | 0.2% | +5,029+124.6% | Added | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 14,042 | $1.22M | 0.2% | +7,228+106.1% | Added | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 39,668 | $1.23M | 0.2% | −8,367−17.4% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,145 | $1.24M | 0.2% | +733+16.6% | Added | – |
| MSIMotorola Solutions, Inc. | Stock | 4,643 | $1.26M | 0.2% | +813+21.2% | Added | History |
| DISWalt Disney Co | Stock | 8,181 | $1.27M | 0.2% | +5,334+187.4% | Added | History |
| TJXTJX Companies Inc | Stock | 16,827 | $1.28M | 0.2% | +3,904+30.2% | Added | History |
| iShares Tr464288588 | MBS ETF | 12,073 | $1.30M | 0.2% | −603−4.8% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 21,235 | $1.30M | 0.2% | +13,255+166.1% | Added | – |
| UNPUnion Pacific Corp | Stock | 5,176 | $1.30M | 0.2% | +2,077+67.0% | Added | History |
| TAT&T Inc. | Stock | 53,131 | $1.31M | 0.2% | +34,467+184.7% | Added | History |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 40,053 | $1.32M | 0.2% | +40,053 | New | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,929 | $1.32M | 0.2% | +5,929 | New | – |
| PEPPepsiCo Inc | Stock | 7,616 | $1.32M | 0.2% | +6,021+377.5% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 27,563 | $1.36M | 0.2% | +17,766+181.3% | Added | – |
| PFEPfizer Inc | Stock | 23,740 | $1.40M | 0.2% | +17,998+313.4% | Added | History |
| VVisa Inc. | Stock | 6,496 | $1.41M | 0.2% | −1,702−20.8% | Reduced | History |
| KEYSKeysight Technologies, Inc. | Stock | 6,852 | $1.42M | 0.2% | +622+10.0% | Added | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 25,245 | $1.42M | 0.2% | +25,245 | New | – |
| IQVIQVIA Holdings Inc. | Stock | 5,111 | $1.44M | 0.2% | +1,077+26.7% | Added | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 11,940 | $1.46M | 0.2% | +11,940 | New | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 13,926 | $1.50M | 0.2% | −3,041−17.9% | Reduced | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 6,621 | $1.50M | 0.2% | −2,069−23.8% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,114 | $1.53M | 0.3% | +710+16.1% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 11,850 | $1.53M | 0.3% | +1,950+19.7% | Added | History |
| CSXCSX Corp | Stock | 40,944 | $1.54M | 0.3% | +7,377+22.0% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 26,035 | $1.56M | 0.3% | +14,226+120.5% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,403 | $1.56M | 0.3% | +16,899+146.9% | Added | – |
| VanEck ETF Trust92189F460 | CEF MUNI INCOME | 53,272 | $1.58M | 0.3% | +53,272 | New | – |
Sold out since Q3 2021 (27)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 66,994 | $8.53M | 2.3% | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 116,305 | $8.35M | 2.2% | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 16,328 | $1.07M | 0.3% | – |
| DBEInvesco DB Energy Fund | ENERGY FD | 57,542 | $975.0K | 0.3% | History |
| Kraneshares Tr500767686 | KYA DYNMC INC | 32,971 | $706.0K | 0.2% | – |
| MUMicron Technology Inc | Stock | 7,326 | $520.0K | 0.1% | History |
| SPLKSplunk Inc | COM | 3,406 | $493.0K | 0.1% | History |
| FDXFedEx Corp | Stock | 2,223 | $488.0K | 0.1% | History |
| ZMZoom Communications, Inc. | Stock | 1,665 | $435.0K | 0.1% | History |
| FWRDForward Air Corp | COM | 5,207 | $432.0K | 0.1% | History |
| LASRNlight, Inc. | COM | 14,397 | $406.0K | 0.1% | History |
| ECHOEchoStar CORP | CL A | 15,792 | $403.0K | 0.1% | History |
| FSSFederal Signal Corp | COM | 10,436 | $403.0K | 0.1% | History |
| PEverpure, Inc. | CL A | 15,760 | $397.0K | 0.1% | History |
| IIIVi3 Verticals, Inc. | COM CL A | 15,503 | $375.0K | 0.1% | History |
| MDCSekisui House U.S., Inc. | COM | 7,996 | $374.0K | 0.1% | History |
| RWTRedwood Trust Inc | COM | 28,328 | $365.0K | 0.1% | History |
| LUVSouthwest Airlines Co | COM | 6,633 | $341.0K | 0.1% | History |
| Global X FDS37950E549 | GLB X SUPERDIV | 24,671 | $326.0K | 0.1% | – |
| LRCXLam Research Corp | COM | 526 | $299.0K | 0.1% | History |
| NMMNavios Maritime Partners L.P. | COM UNIT LPI | 8,504 | $275.0K | 0.1% | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 1,775 | $248.0K | 0.1% | History |
| BXBlackstone Inc. | COM | 2,032 | $237.0K | 0.1% | History |
| INMDInMode Ltd. | SHS | 1,486 | $237.0K | 0.1% | History |
| AMBAAmbarella Inc | SHS | 1,440 | $224.0K | 0.1% | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,343 | $214.0K | 0.1% | – |
| BSYBentley Systems Inc | COM CL B | 3,308 | $201.0K | 0.1% | History |