WealthShield Partners, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Cary, NC
CIK
0001729303
Alternate names
Emerald Investment Partners, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 474 607,573 IVV, SCHF, TLTW, SCHG 13F-HR 1/23/2024 000139834424000892
Q3 2023 478 663,614 IVV, VTV, SCHF, TLTW 13F-HR 10/25/2023 000139834423019701
Q2 2023 485 663,775 IVV, VTV, SCHF, IUSB 13F-HR 8/3/2023 000139834423014024
Q1 2023 484 620,455 IVV, VTV, SCHF, IUSB 13F-HR 5/8/2023 000139834423009091
Q4 2022 288 522,198 IVV, VTV, SCHF, ESGU 13F-HR 2/13/2023 000172930323000002
Q3 2022 288 504,245 IVV, SCHF, ESGU, VTV 13F-HR 11/4/2022 000172930322000009
Q2 2022 290 504,641 IVV, SCHF, ESGU, VTV 13F-HR 8/11/2022 000172930322000008
Q1 2022 331 624,351 IVV, LQDH, VTI, SCHF 13F-HR 5/9/2022 000172930322000007
Q4 2021 281 600,744 SCHF, IVV, ESGU, AAPL 13F-HR 2/10/2022 000172930322000004
Q3 2021 231 373,553 ESGU, IVV, PTBD, DGRO 13F-HR 11/12/2021 000172930321000007
Q2 2021 764 638,278 PTBD, ESGU, IVV, GOVT 13F-HR 8/6/2021 000172930321000006
Q1 2021 1,176 556,420 ESGU, IVV, PTBD, GOVT 13F-HR 5/17/2021 000172930321000005
Q4 2020 299 541,868 IVV, ESGU, VOO, LQD 13F-HR 2/16/2021 000172930321000002
Q3 2020 390 285,462 IVV, MGK, ESGU, AAPL 13F-HR 10/30/2020 000139834420021091
Q2 2020 321 217,253 IVV, DGRO, MGK, AGG 13F-HR 8/13/2020 000139834420015714
Q1 2020 263 163,447 IVV, DGRO, AGG, MGV 13F-HR 5/12/2020 000139834420009945
Q4 2019 276 205,111 IVV, DGRO, PWS, PTLC 13F-HR 2/13/2020 000139834420003270
Q3 2019 259 188,691 IVV, DGRO, PWS, AGG 13F-HR 11/13/2019 000139834419019951
Q2 2019 224 172,447 PWS, IVV, DGRO, AGG 13F-HR 8/12/2019 000139834419014047
Q1 2019 271 178,864 PWS, DGRO, IVV, PTLC 13F-HR 5/14/2019 000139834419008814
Q4 2018 250 146,735 PWS, PTLC, IVV, MGV 13F-HR 2/14/2019 000139834419002800
Q3 2018 266 175,212 PWS, AGG, IEI, MGV 13F-HR 11/5/2018 000139834418015945
Q2 2018 248 163,983 PWS, AGG, MGV, DGRO 13F-HR 8/2/2018 000139834418011099
Q1 2018 238 157,787 PWS, JNK, MGV, VIG 13F-HR 5/11/2018 000139834418007277
Q4 2017 221 164,234 PWS, JNK, MGV, VIG RESTATEMENT 4/18/2018 000139834418005661
Additional filings from WealthShield Partners, LLC that have since been restated