WealthShield Partners, LLC
- SEC CIK
- 0001729303
- Latest filing
- Aug 12, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 31, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 566
- +12 vs. Q2 2025
- Portfolio value
- $881.9M
- +$54.6M (+6.6%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 1,836 | $139.6K | <0.1% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 3,801 | $143.6K | <0.1% | +11+0.3% | Added | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 3,500 | $147.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 4,100 | $149.9K | <0.1% | 00.0% | Unchanged | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 4,355 | $155.4K | <0.1% | +725+20.0% | Added | – |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 7,287 | $158.6K | <0.1% | +275+3.9% | Added | – |
| Schwab Strategic Tr808524581 | GOVERNMENT MONEY | 1,588 | $159.8K | <0.1% | +602+61.1% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 502 | $160.7K | <0.1% | 00.0% | Unchanged | – |
| Global X FDS37954Y459 | RUSSELL 2000 | 10,695 | $161.0K | <0.1% | +794+8.0% | Added | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 3,850 | $163.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Select Dividend ETF464287168 | ETF | 1,179 | $167.5K | <0.1% | 00.0% | Unchanged | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 3,912 | $168.6K | <0.1% | 00.0% | Unchanged | – |
| OXYOccidental Petroleum Corp | Stock | 3,621 | $171.1K | <0.1% | +3,621 | New | History |
| VanEck ETF Trust92189F460 | CEF MUNI INCOME | 7,970 | $174.5K | <0.1% | −242−2.9% | Reduced | – |
| iShares Core S&P US Value ETF464287663 | ETF | 1,750 | $174.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 3,744 | $182.9K | <0.1% | −157−4.0% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 3,951 | $184.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287622 | RUS 1000 ETF | 512 | $187.1K | <0.1% | +179+53.8% | Added | – |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 3,206 | $187.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288687 | PFD AND INCM SEC | 6,095 | $192.7K | <0.1% | −1,566−20.4% | Reduced | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,388 | $194.4K | <0.1% | +1+0.1% | Added | – |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 5,291 | $197.4K | <0.1% | +15+0.3% | Added | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,477 | $201.1K | <0.1% | −80−3.1% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 532 | $201.6K | <0.1% | 00.0% | Unchanged | – |
| WMBWilliams Companies, Inc. | COM | 3,202 | $202.9K | <0.1% | +3,202 | New | History |
| Innovator ETFs Trust45784N601 | EQUITY DEF PRO 2 | 7,730 | $203.0K | <0.1% | +1,522+24.5% | Added | – |
| COPConocoPhillips | Stock | 2,149 | $203.3K | <0.1% | +2,149 | New | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,235 | $204.1K | <0.1% | −61−1.4% | Reduced | – |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 7,451 | $204.6K | <0.1% | −812−9.8% | Reduced | History |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 4,504 | $205.4K | <0.1% | +1,892+72.4% | Added | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 3,432 | $205.6K | <0.1% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C730 | US EQT ULTRA BF | 5,632 | $206.6K | <0.1% | 00.0% | Unchanged | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 347 | $206.8K | <0.1% | −642−64.9% | Reduced | History |
| Innovator ETFs Trust45784N650 | EQUIT PROTN MAY | 8,242 | $206.9K | <0.1% | 00.0% | Unchanged | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 10,837 | $207.4K | <0.1% | +23+0.2% | Added | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 1,524 | $209.1K | <0.1% | 00.0% | Unchanged | – |
| ProShares Tr74347G192 | ULTRAPRO SHT QQQ | 13,758 | $209.5K | <0.1% | +13,758 | New | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 3,255 | $211.6K | <0.1% | 00.0% | Unchanged | – |
| HBANHuntington Bancshares Inc | COM | 12,273 | $212.0K | <0.1% | +29+0.2% | Added | History |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 4,955 | $212.8K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,532 | $213.0K | <0.1% | −198−7.3% | Reduced | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 9,283 | $213.5K | <0.1% | +9,015+3,363.8% | Added | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 2,986 | $215.3K | <0.1% | −35−1.2% | Reduced | – |
| CAHCardinal Health Inc | Stock | 1,372 | $215.3K | <0.1% | +2+0.1% | Added | History |
| FDXFedEx Corp | Stock | 919 | $216.7K | <0.1% | −10−1.1% | Reduced | History |
| CVSCVS Health Corp | Stock | 2,888 | $217.8K | <0.1% | +2,888 | New | History |
| TGTXTG Therapeutics, Inc. | COM | 6,050 | $218.6K | <0.1% | 00.0% | Unchanged | History |
| Ssga Active ETF Tr78467V400 | GLOBL ALLO ETF | 4,466 | $219.4K | <0.1% | +283+6.8% | Added | – |
| BSXBoston Scientific Corp | Stock | 2,251 | $219.8K | <0.1% | +4+0.2% | Added | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 2,253 | $220.4K | <0.1% | −257−10.2% | Reduced | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 791 | $220.9K | <0.1% | +791 | New | History |
| iShares Tips Bond ETF464287176 | ETF | 1,987 | $221.0K | <0.1% | −19−0.9% | Reduced | – |
| BPBP PLC | ADR | 6,542 | $225.4K | <0.1% | +6,542 | New | History |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 4,716 | $225.6K | <0.1% | +117+2.5% | Added | – |
| MUMicron Technology Inc | Stock | 1,373 | $229.7K | <0.1% | +1,373 | New | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,645 | $229.8K | <0.1% | −223−11.9% | Reduced | – |
| HONHoneywell International Inc | COM | 1,094 | $230.3K | <0.1% | −80−6.8% | Reduced | History |
| RYRoyal Bank of Canada | Stock | 1,564 | $230.5K | <0.1% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 380 | $231.5K | <0.1% | +380 | New | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,359 | $232.4K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 9,330 | $232.6K | <0.1% | −425−4.4% | Reduced | – |
| MOAltria Group, Inc. | Stock | 3,535 | $233.5K | <0.1% | −127−3.5% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,248 | $238.6K | <0.1% | +194+6.4% | Added | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 10,460 | $241.8K | <0.1% | +130+1.3% | Added | – |
| STLNStarling Oncology, Inc. | COM | 70,154 | $244.8K | <0.1% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 2,588 | $245.2K | <0.1% | −10.0% | Reduced | History |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 4,319 | $247.8K | <0.1% | −150−3.4% | Reduced | – |
| WECWec Energy Group, Inc. | Stock | 2,179 | $249.7K | <0.1% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,494 | $255.2K | <0.1% | +3+0.2% | Added | History |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 7,032 | $258.0K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,222 | $262.8K | <0.1% | −1,255−10.9% | Reduced | – |
| LNGCheniere Energy, Inc. | COM NEW | 1,123 | $263.9K | <0.1% | 00.0% | Unchanged | History |
| PSXPhillips 66 | Stock | 1,996 | $271.5K | <0.1% | +188+10.4% | Added | History |
| DISWalt Disney Co | Stock | 2,402 | $275.0K | <0.1% | −26−1.1% | Reduced | History |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 15,813 | $275.4K | <0.1% | 00.0% | Unchanged | – |
| BNYBank of New York Mellon Corp | Stock | 2,528 | $275.5K | <0.1% | −2−0.1% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 2,898 | $276.7K | <0.1% | +61+2.2% | Added | History |
| LOWLowes Companies Inc | Stock | 1,103 | $277.3K | <0.1% | +14+1.3% | Added | History |
| CEGConstellation Energy Corp | Stock | 845 | $278.1K | <0.1% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 7,780 | $278.4K | <0.1% | 00.0% | Unchanged | – |
| AMATApplied Materials Inc | Stock | 1,384 | $283.4K | <0.1% | −215−13.4% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 3,421 | $285.7K | <0.1% | −158−4.4% | Reduced | History |
| CICigna Group | Stock | 995 | $286.8K | <0.1% | +5+0.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 4,204 | $287.6K | <0.1% | +65+1.6% | Added | History |
| Advisorshares Tr00768Y206 | DORSEY WRIGT ADR | 3,339 | $289.7K | <0.1% | +3,339 | New | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 7,481 | $296.9K | <0.1% | 00.0% | Unchanged | – |
| ADPAutomatic Data Processing Inc | Stock | 1,012 | $297.0K | <0.1% | +3+0.3% | Added | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 7,144 | $297.0K | <0.1% | −32−0.4% | Reduced | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 6,935 | $309.1K | <0.1% | +558+8.8% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,348 | $318.5K | <0.1% | −42−1.2% | Reduced | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 15,996 | $323.1K | <0.1% | 00.0% | Unchanged | History |
| UVIXVS Trust | ETF | 32,773 | $325.4K | <0.1% | +22,135+208.1% | Added | History |
| MMM3M Co | Stock | 2,111 | $327.5K | <0.1% | −19−0.9% | Reduced | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,320 | $330.4K | <0.1% | 00.0% | Unchanged | – |
| PPLPPL Corp | COM | 9,076 | $337.3K | <0.1% | +10.0% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,148 | $337.3K | <0.1% | 00.0% | Unchanged | – |
| DASHDoorDash, Inc. | Stock | 1,243 | $338.1K | <0.1% | +1,243 | New | History |
| MSMorgan Stanley | Stock | 2,145 | $340.9K | <0.1% | −10.0% | Reduced | History |
| Innovator ETFs Trust45783Y137 | US SMALL CAP PWR | 13,400 | $348.4K | <0.1% | 00.0% | Unchanged | – |
| ABTAbbott Laboratories | Stock | 2,623 | $351.3K | <0.1% | −72−2.7% | Reduced | History |
Sold out since Q2 2025 (12)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| CMGChipotle Mexican Grill Inc | COM | 73,140 | $4.11M | 0.5% | History |
| FISVFiserv Inc | Stock | 12,138 | $2.09M | 0.3% | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 11,911 | $867.4K | 0.1% | – |
| ADBEAdobe Inc. | Stock | 547 | $211.6K | <0.1% | History |
| Schwab Strategic Tr808524649 | MUN BD ETF | 5,724 | $144.1K | <0.1% | – |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 10,000 | $87.6K | <0.1% | History |
| iShares Tr46436E759 | ESG EAFE ETF | 155 | $11.5K | <0.1% | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 53 | $3.33K | <0.1% | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 11 | $2.83K | <0.1% | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 51 | $2.28K | <0.1% | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 2 | $110 | <0.1% | – |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 2 | $40 | <0.1% | – |