WealthShield Partners, LLC
- SEC CIK
- 0001729303
- Latest filing
- Aug 12, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 8, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 484
- +196 vs. Q4 2022
- Portfolio value
- $620.5M
- +$98.3M (+18.8%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Advisorshares Tr00768Y495 | PURE CANNABIS | 9 | $26 | <0.1% | +9 | New | – |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 7 | $40 | <0.1% | +7 | New | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 13 | $396 | <0.1% | +13 | New | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 15 | $595 | <0.1% | +15 | New | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 6 | $706 | <0.1% | +6 | New | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 57 | $1.05K | <0.1% | +57 | New | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 16 | $1.07K | <0.1% | +16 | New | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 40 | $1.24K | <0.1% | +40 | New | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 10 | $1.65K | <0.1% | +10 | New | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 26 | $1.76K | <0.1% | +26 | New | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 23 | $2.28K | <0.1% | +23 | New | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 38 | $2.35K | <0.1% | +38 | New | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 25 | $2.48K | <0.1% | +25 | New | – |
| iShares Tr46434V696 | CORE MSCI PAC | 45 | $2.55K | <0.1% | +45 | New | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 81 | $2.86K | <0.1% | +81 | New | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 55 | $2.88K | <0.1% | +55 | New | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 78 | $2.95K | <0.1% | +78 | New | – |
| iShares Tr46435U853 | BROAD USD HIGH | 88 | $3.13K | <0.1% | +88 | New | – |
| iShares Tr46435U366 | SELF DRIVNG EV | 89 | $3.41K | <0.1% | +89 | New | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 23 | $3.48K | <0.1% | +23 | New | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 27 | $4.08K | <0.1% | +27 | New | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 204 | $4.38K | <0.1% | +204 | New | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 114 | $4.83K | <0.1% | +114 | New | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 98 | $4.86K | <0.1% | +98 | New | – |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 124 | $5.01K | <0.1% | +124 | New | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 58 | $5.35K | <0.1% | +58 | New | – |
| iShares Tr46436E601 | ESG MSCI EM LDRS | 118 | $5.37K | <0.1% | +118 | New | – |
| iShares Tr464288125 | 3YRTB ETF | 80 | $5.62K | <0.1% | +80 | New | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 57 | $5.77K | <0.1% | +57 | New | – |
| American Centy ETF Tr025072760 | MID CAP GRW IMP | 133 | $6.05K | <0.1% | +133 | New | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 268 | $6.20K | <0.1% | +268 | New | – |
| iShares Tr464289859 | CORE 80 20 ETF | 98 | $6.23K | <0.1% | +98 | New | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 125 | $6.53K | <0.1% | +125 | New | – |
| iShares Tr46432F388 | MSCI USA VALUE | 71 | $6.57K | <0.1% | −2,585−97.3% | Reduced | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 56 | $6.79K | <0.1% | +56 | New | – |
| iShares MSCI India ETF46429B598 | ETF | 183 | $7.20K | <0.1% | +183 | New | – |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 324 | $7.72K | <0.1% | +324 | New | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 104 | $8.34K | <0.1% | +104 | New | – |
| iShares Global Clean Energy ETF464288224 | ETF | 450 | $8.90K | <0.1% | +450 | New | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 67 | $9.17K | <0.1% | +67 | New | – |
| First Tr Exchange Traded FD33738R860 | NASDAQ BK ETF | 440 | $9.35K | <0.1% | +440 | New | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 123 | $9.43K | <0.1% | +123 | New | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 35 | $9.66K | <0.1% | +35 | New | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 500 | $9.68K | <0.1% | +500 | New | – |
| iShares Tr464289883 | CORE 30 70 ETF | 290 | $10.1K | <0.1% | +290 | New | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 330 | $10.2K | <0.1% | +330 | New | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 390 | $10.5K | <0.1% | −21,058−98.2% | Reduced | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 341 | $10.8K | <0.1% | +341 | New | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 414 | $11.3K | <0.1% | +414 | New | – |
| Innovator U.S. Equity Ultra Buffer ETF - October45782C821 | ETF | 440 | $12.6K | <0.1% | +440 | New | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 524 | $13.0K | <0.1% | +524 | New | – |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 390 | $13.1K | <0.1% | +390 | New | – |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 233 | $13.6K | <0.1% | +233 | New | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 98 | $13.7K | <0.1% | +98 | New | – |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 349 | $13.9K | <0.1% | +349 | New | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 231 | $14.1K | <0.1% | +231 | New | – |
| PIMCO ETF Tr72201R643 | ENHANCD SHORT | 148 | $14.5K | <0.1% | −2,379−94.1% | Reduced | – |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 320 | $14.6K | <0.1% | +320 | New | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 359 | $14.8K | <0.1% | +359 | New | – |
| ProShares Tr74348A541 | HGH YLD INT RATE | 256 | $15.3K | <0.1% | +256 | New | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 1,356 | $15.6K | <0.1% | +1,356 | New | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 689 | $16.3K | <0.1% | +689 | New | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 225 | $17.1K | <0.1% | +225 | New | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 178 | $17.2K | <0.1% | +178 | New | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 531 | $17.2K | <0.1% | +531 | New | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 449 | $17.7K | <0.1% | +449 | New | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 338 | $18.8K | <0.1% | +338 | New | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 472 | $18.8K | <0.1% | +472 | New | – |
| Invesco Exch Traded FD Tr II46138G615 | INVESCO PHLX SM | 750 | $19.1K | <0.1% | +750 | New | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 356 | $19.8K | <0.1% | +356 | New | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 452 | $19.9K | <0.1% | +452 | New | – |
| iShares Tr46436E544 | ESG SELE SCR ETF | 589 | $20.0K | <0.1% | +589 | New | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 200 | $21.0K | <0.1% | +200 | New | – |
| WisdomTree Tr97717W877 | GLB HIGH DIV FD | 474 | $22.2K | <0.1% | +474 | New | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 1,354 | $23.2K | <0.1% | +1,354 | New | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 749 | $25.5K | <0.1% | +749 | New | – |
| iShares Tr46435G102 | CONV BD ETF | 354 | $25.7K | <0.1% | −8,419−96.0% | Reduced | – |
| iShares Tr464288257 | MSCI ACWI ETF | 286 | $26.1K | <0.1% | +286 | New | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 1,454 | $26.2K | <0.1% | +1,454 | New | – |
| DBOInvesco DB Oil Fund | OIL FD | 1,800 | $26.2K | <0.1% | +1,800 | New | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 500 | $26.4K | <0.1% | +500 | New | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 528 | $28.8K | <0.1% | +528 | New | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 2,009 | $29.2K | <0.1% | +2,009 | New | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 1,000 | $29.6K | <0.1% | +1,000 | New | – |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 362 | $29.8K | <0.1% | +362 | New | – |
| iShares Tr46436E759 | ESG EAFE ETF | 526 | $31.3K | <0.1% | +526 | New | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 1,105 | $31.4K | <0.1% | +1,105 | New | – |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 768 | $31.5K | <0.1% | +768 | New | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 161 | $33.6K | <0.1% | +161 | New | – |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 718 | $35.3K | <0.1% | +718 | New | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 751 | $36.1K | <0.1% | +751 | New | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 549 | $37.3K | <0.1% | +549 | New | – |
| iShares Tr464287622 | RUS 1000 ETF | 168 | $37.8K | <0.1% | −4,081−96.0% | Reduced | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 539 | $38.4K | <0.1% | −12,297−95.8% | Reduced | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 297 | $38.5K | <0.1% | +297 | New | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 641 | $38.9K | <0.1% | +641 | New | – |
| VanEck ETF Trust92189F502 | LOW CARBN ENERGY | 321 | $39.0K | <0.1% | +321 | New | – |
| iShares Tr464287192 | US TRSPRTION | 178 | $40.6K | <0.1% | +178 | New | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 636 | $43.9K | <0.1% | +636 | New | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 1,831 | $44.3K | <0.1% | +1,831 | New | – |
Sold out since Q4 2022 (10)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| iShares S&P 100 ETF464287101 | ETF | 8,473 | $1.45M | 0.3% | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 40,716 | $1.00M | 0.2% | History |
| DBEInvesco DB Energy Fund | ENERGY FD | 36,327 | $823.5K | 0.2% | History |
| iShares U.S. Regional Banks ETF464288778 | ETF | 14,940 | $711.7K | 0.1% | – |
| Macquarie Global Infrastruct55608D101 | COM | 21,948 | $498.7K | 0.1% | – |
| CSXCSX Corp | Stock | 7,470 | $231.4K | <0.1% | History |
| CICigna Group | Stock | 677 | $224.3K | <0.1% | History |
| ADPAutomatic Data Processing Inc | Stock | 931 | $223.5K | <0.1% | History |
| NSCNorfolk Southern Corp | Stock | 906 | $223.2K | <0.1% | History |
| NOCNorthrop Grumman Corp | Stock | 388 | $211.7K | <0.1% | History |