WealthShield Partners, LLC [Rocket]

Holdings

WealthShield Partners, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	FALN	Common	470,223	451,935	11,929,558,000	11,467,421,000	1.80		Hist	06/30/2023
iSHARES TRUST	IVV	Common	72,611	3,898	32,363,495,000	4,116,816,000	4.88		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VONG	Common	87,068	51,757	6,160,932,000	3,940,223,000	0.93		Hist	06/30/2023
Vanguard Growth ETF	VUG	ETF	49,772	3,506	14,083,542,000	2,542,917,000	2.12		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	186,735	5,377	13,995,782,000	2,176,706,000	2.11		Hist	06/30/2023
iSHARES TRUST	QUAL	Common	82,486	10,300	11,124,868,000	2,169,111,000	1.68		Hist	06/30/2023
SPDR SERIES TRUST	HYMB	Common	97,520	58,536	2,438,976,000	1,462,815,000	0.37		Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLK	COM	25,453	4,238	4,425,259,000	1,221,582,000	0.67		Hist	06/30/2023
iSHARES TRUST	AGG	LEHMAN AGG BND	49,011	13,014	4,800,627,000	1,213,886,000	0.72		Hist	06/30/2023
iSHARES TRUST	IVW	S&P500 GRW	60,055	12,359	4,232,676,000	1,185,379,000	0.64		Hist	06/30/2023
NOBLE INTERNATIONAL, LTD.	NOBL	Common	64,560	10,240	6,086,707,000	1,130,510,000	0.92		Hist	06/30/2023
iSHARES TRUST	IUSB	Common	342,691	28,578	15,582,167,000	1,085,833,000	2.35		Hist	06/30/2023
iSHARES TRUST	TLTW	Common	416,102	40,386	13,939,417,000	954,672,000	2.10		Hist	06/30/2023
NXP Semiconductors N.V.	NXPI	COM	14,331	3,560	2,947,355,000	929,366,000	0.44	0.01	Hist	06/30/2023
L3HARRIS TECHNOLOGIES, INC. /DE/	LHX	COM	13,476	4,620	2,638,197,000	900,296,000	0.40		Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	9,631	1,712	4,629,255,000	886,634,000	0.70	0.00	Hist	06/30/2023
SPDR SERIES TRUST	SLYG	Common	54,355	9,054	4,183,137,000	842,168,000	0.63		Hist	06/30/2023
PIMCO ETF TR TTL RTN ACTV	BOND	STOCK	32,826	9,313	3,007,543,000	826,581,000	0.45		Hist	06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP	MUB	ETF	83,194	8,224	8,879,266,000	801,968,000	1.34		Hist	06/30/2023
PEPSICO INC	PEP	Common	9,261	3,920	1,725,509,000	751,821,000	0.26		Hist	06/30/2023
iSHARES TRUST	EFG	MSCI GRW IDX	104,449	6,002	9,965,480,000	742,930,000	1.50		Hist	06/30/2023
VANGUARD INDEX FUNDS	VTV	Common	142,364	1,007	20,229,943,000	707,161,000	3.05		Hist	06/30/2023
iSHARES TRUST	IYW	Common	38,871	731	4,231,886,000	692,113,000	0.64		Hist	06/30/2023
iSHARES TRUST	IWF	Common	19,497	303	5,365,184,000	675,514,000	0.81		Hist	06/30/2023
iSHARES TRUST	USMV	Common	48,870	7,757	3,632,528,000	641,975,000	0.55		Hist	06/30/2023
iSHARES TRUST	IWP	RUSSELL MCP GR	43,177	4,302	4,172,211,000	632,629,000	0.63		Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	30,578	1,260	4,447,295,000	626,878,000	0.67	0.00	Hist	06/30/2023
iSHARES TRUST	IWC	Common	35,768	4,207	3,909,429,000	610,939,000	0.59		Hist	06/30/2023
iShares, Inc.	IEMG	Common	156,818	10,599	7,729,571,000	595,563,000	1.16		Hist	06/30/2023
iSHARES TRUST	ESGE	Common	62,731	18,404	1,984,173,000	588,761,000	0.30		Hist	06/30/2023
iSHARES TRUST	IWS	Common	37,117	4,120	4,076,886,000	572,559,000	0.61		Hist	06/30/2023
iShares, Inc.	LQDW	Common	155,097	19,991	5,231,422,000	568,914,000	0.79		Hist	06/30/2023
Salesforce, Inc.	CRM	Common	14,010	1,977	2,959,753,000	555,800,000	0.45		Hist	06/30/2023
VISA INC.	V	CL A	13,404	1,692	3,183,236,000	542,622,000	0.48		Hist	06/30/2023
Invesco DB Precious Metals Fund	DBP	Call	21,045	10,706	1,038,665,000	510,962,000	0.16		Hist	06/30/2023
<< Prev Next >>