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	IEF	OPTION	935	-100,662	90,321,000	-9,979,974,000	0.01		Hist	06/30/2023
iSHARES TRUST	UAE	Common	2,696	-34,906	271,298,000	-3,510,711,000	0.04		Hist	06/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	77,797	-57,678	3,592,665,000	-2,526,741,000	0.54		Hist	06/30/2023
iSHARES TRUST	IWN	RUSL 2000 VALU	6,882	-10,222	968,993,000	-1,374,602,000	0.15		Hist	06/30/2023
ISHARES U S ETF TR	LQDH	Common	3,863	-10,924	359,058,000	-995,896,000	0.05		Hist	06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VWO	Common	35,106	-23,306	1,428,198,000	-931,647,000	0.22		Hist	06/30/2023
Pacer Funds Trust	COWZ	Common	1,210	-17,619	57,946,000	-826,098,000	0.01		Hist	06/30/2023
iShares High Dividend ETF JDR	HDV	common	9,376	-6,206	945,044,000	-639,066,000	0.14		Hist	06/30/2023
UNION PACIFIC CORP	UNP	Common	5,743	-2,979	1,175,116,000	-580,300,000	0.18	0.00	Hist	06/30/2023
iSHARES TRUST	ISI	Common	14,836	-7,036	1,451,554,000	-528,956,000	0.22		Hist	06/30/2023
WisdomTree Trust	AGZD	Common	879	-10,125	38,887,000	-440,117,000	0.01		Hist	06/30/2023
iSHARES TRUST	MTUM	Common	3,203	-3,263	462,064,000	-436,987,000	0.07		Hist	06/30/2023
iSHARES TRUST	SHY	1-3 YR TRS BD	5,896	-5,127	478,048,000	-427,602,000	0.07		Hist	06/30/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	23,532	-4,774	2,345,005,000	-392,205,000	0.35		Hist	06/30/2023
VANGUARD SPECIALIZED FUNDS	VIG	Common	44,506	-4,884	7,263,501,000	-343,037,000	1.09		Hist	06/30/2023
iSHARES TRUST	ESGU	Common	83,466	-10,228	8,134,625,000	-339,993,000	1.23		Hist	06/30/2023
Pacer Funds Trust	PTBD	Common	48,718	-16,515	973,871,000	-338,608,000	0.15		Hist	06/30/2023
iSHARES TRUST	ISTB	Common	33,963	-6,663	1,584,034,000	-331,685,000	0.24		Hist	06/30/2023
SSGA FUNDS MANAGEMENT INC	XLF	Common	48,757	-11,669	1,643,602,000	-299,084,000	0.25		Hist	06/30/2023
iSHARES TRUST	EMB	Common	7,906	-3,386	684,206,000	-290,105,000	0.10		Hist	06/30/2023
WisdomTree Trust	XSOE	Common	370,323	-11,122	10,350,528,000	-268,901,000	1.56		Hist	06/30/2023
SPDR SERIES TRUST	SPYV	S&P 500 VALUE	32,375	-8,129	1,398,600,000	-250,723,000	0.21		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHF	Common	527,893	-19,842	18,819,375,000	-241,799,000	2.84		Hist	06/30/2023
Pacer Funds Trust	PWS	Common	94,011	-8,869	2,577,026,000	-209,345,000	0.39		Hist	06/30/2023
Global X Funds	LIT	Common	130	-3,000	8,480,000	-190,432,000	0.00		Hist	06/30/2023
iSHARES TRUST	IWR	ETF	7,820	-3,017	571,095,000	-186,628,000	0.09		Hist	06/30/2023
AbbVie Inc.	ABBV	COM	4,567	-464	615,319,000	-186,447,000	0.09	0.00	Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	7,680	-3,595	2,204,006,000	-185,618,000	0.33		Hist	06/30/2023
Vanguard BD Index Fund Inc Sho	BSV	COM	1,366	-2,352	103,229,000	-181,161,000	0.02		Hist	06/30/2023
Westfield Emerging Markets Small Cap Fund LP	TFI	ETF	32,730	-3,098	1,510,821,000	-166,650,000	0.23		Hist	06/30/2023
iSHARES TRUST	TIP	Common	2,954	-1,437	317,887,000	-166,198,000	0.05		Hist	06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND IV	FTSM	Exchange Traded Fund	4,633	-2,734	276,307,000	-163,636,000	0.04		Hist	06/30/2023
iSHARES TRUST	SUSC	Common	45,128	-6,177	1,026,211,000	-154,574,000	0.15		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VTWO	Common	2,240	-2,106	169,414,000	-143,870,000	0.03		Hist	06/30/2023
iSHARES TRUST	IYE	COM	4,735	-3,140	202,858,000	-141,653,000	0.03		Hist	06/30/2023
<< Prev Next >>