WealthShield Partners, LLC

CIK

1729303

Location

CARY, NC

Portfolio Value

Small $317,496,089

Diversification

Diversified

Filing Date

Global Rank

#3,023 / 8,232 ▲ 159

Top Industry

Semiconductors 9.3%

3Y Alpha vs SPY

-1.8%

Period ended 2 months ago

Filed May 1, 2026 · 43d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.0%

SPY

+76.5%

Annualised alpha

-1.7%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

157 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.0%

−0.4 pts

Top 5

20.7%

−2.3 pts

Top 10

31.7%

−3.3 pts

HHI

178

Diversified−27

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.4%	$93,253,448	25
Financial Services	15.6%	$49,576,247	30
Industrials	11.7%	$37,211,007	21
Consumer Cyclical	9.1%	$28,894,106	8
Healthcare	8.5%	$27,015,217	26
Communication Services	7.3%	$23,298,324	6
Unclassified	5.5%	$17,569,180	10
Consumer Defensive	4.1%	$13,153,046	6
Utilities	3.5%	$11,110,721	8
Energy	3.2%	$10,050,597	11
Real Estate	1.8%	$5,870,571	4
Basic Materials	0.2%	$493,625	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CEG	Constellation Energy Corp	+8,365	9,221	$2,574,964
AMAT	Applied Materials Inc /De	+6,752	8,124	$2,776,701
JNJ	Johnson & Johnson	+6,066	13,121	$3,207,297
O	Realty Income Corp	+5,194	32,318	$1,977,215
GEV	GE Vernova Inc.	+4,179	4,782	$4,174,207
TSLA	Tesla, Inc.	+3,717	8,093	$3,008,572
ETR	Entergy Corp /De/	+3,424	14,862	$1,669,894
HPE	Hewlett Packard Enterprise Co	+3,039	97,547	$2,322,594
AVGO	Broadcom Inc.	+2,832	21,627	$6,693,772
PH	Parker-Hannifin Corp	+2,659	3,048	$2,728,691
PFE	Pfizer Inc	+2,629	29,174	$819,205
MSFT	Microsoft Corp	+2,541	34,440	$12,748,654
AMZN	Amazon Com Inc	+2,395	50,408	$10,498,474
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	+1,917	9,196	$245,257
WFC	Wells Fargo & Company/Mn	+1,618	31,136	$2,478,736
PANW	Palo Alto Networks Inc	+1,559	18,187	$2,915,739
ICE	Intercontinental Exchange, Inc.	+1,287	20,389	$3,206,781
UPS	United Parcel Service Inc	+1,287	25,067	$2,466,091
HD	Home Depot, Inc.	+1,261	16,115	$5,300,062
MCD	Mcdonalds Corp	+1,248	16,811	$5,224,690
C	Citigroup Inc	+811	51,973	$5,894,257
BMY	Bristol Myers Squibb Co	+658	11,565	$701,417
MA	Mastercard Inc	+650	4,273	$2,135,047
EW	Edwards Lifesciences Corp	+553	27,185	$2,176,974
BRK-B	Berkshire Hathaway Inc	+538	13,513	$6,475,429
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−28,237	21,267	$1,067,603
IAU	Ishares Gold Trust	−17,191	25,514	$2,249,314
KO	Coca Cola Co	−9,078	10,976	$834,724
TJX	Tjx Companies Inc /De/	−8,634	25,254	$4,033,063
BTZ	Blackrock Credit Allocation Income Trust	−8,260	41,099	$415,099
DLR	Digital Realty Trust, Inc.	−8,102	9,932	$1,789,845
BGY	BlackRock Enhanced International Dividend Trust	−6,955	12,583	$68,074
UNH	Unitedhealth Group Inc	−6,950	6,432	$1,740,434
GOOGL	Alphabet Inc.	−6,441	29,594	$8,510,050
V	Visa Inc.	−6,256	9,146	$2,764,287
LHX	L3harris Technologies, Inc. /De/	−6,139	7,359	$2,539,958
IBIT	iShares Bitcoin Trust ETF	−5,190	28,100	$1,079,602
CRWD	CrowdStrike Holdings, Inc.	−4,838	10,620	$4,146,154
PEP	Pepsico Inc	−4,570	6,678	$1,037,026
NFJ	Virtus Dividend, Interest & Premium Strategy Fund	−4,452	44,449	$560,501
LRCX	Lam Research Corp	−4,425	22,789	$4,869,097
TFC	Truist Financial Corp	−2,985	23,138	$1,063,653
NXPI	NXP Semiconductors N.V.	−2,853	13,548	$2,667,059
SLV	iShares Silver Trust	−1,558	9,284	$632,611
DNN	Denison Mines Corp.	−1,500	14,500	$51,185
WMT	Walmart Inc.	−1,310	53,249	$6,617,785
CRM	Salesforce, Inc.	−1,140	13,403	$2,501,938
XOM	Exxon Mobil Corp	−1,121	10,897	$1,848,785
CEF	Sprott Physical Gold & Silver Trust	−939	6,093	$290,757
PM	Philip Morris International Inc.	−912	2,016	$333,325
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
FANG	Diamondback Energy, Inc.	16,768	$3,316,542
APH	Amphenol Corp /De/	20,523	$2,593,081
IQV	Iqvia Holdings Inc.	10,208	$1,740,872
MDT	Medtronic plc	16,053	$1,390,992
MCK	Mckesson Corp	435	$376,431
BP	Bp PLC	6,454	$303,338
MLM	Martin Marietta Materials Inc	491	$289,041
AZN	Astrazeneca PLC	1,175	$231,733
NKE	NIKE, Inc.	4,362	$230,400
WMB	Williams Companies, Inc.	3,157	$229,766
COF	Capital One Financial Corp	1,224	$223,294
OXY	Occidental Petroleum Corp /De/	3,289	$213,785
DOW	Dow Inc.	4,912	$204,584
TGTX	Tg Therapeutics, Inc.	6,050	$200,981
VLO	Valero Energy Corp/Tx	811	$200,381
HURA	TuHURA Biosciences, Inc./NV	91,530	$163,838
ECOR	electroCore, Inc.	25,978	$156,647
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	23,179	$1,353,190
YUM	Yum Brands Inc	2,915	$440,981
CI	Cigna Group	1,268	$348,991
OKLO	Oklo Inc.	3,407	$244,486
BX	Blackstone Inc.	1,471	$226,739
BSX	Boston Scientific Corp	2,277	$217,111
MO	Altria Group, Inc.	3,545	$204,404
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

157 positions · $317,496,089 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 157 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	75,292	-410	$19,108,356	−7.2%	6.02%
NVDA	Nvidia Corp Technology	Reduced	81,820	-106	$14,269,408	−6.6%	4.49%
MSFT	Microsoft Corp Technology	Added	34,440	+2,541	$12,748,654	−17.4%	4.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	50,408	+2,395	$10,498,474	−5.3%	3.31%
JPM	Jpmorgan Chase & Co Financial Services	Added	31,378	+214	$9,230,152	−8.1%	2.91%
GOOGL	Alphabet Inc. Communication Services	Reduced	29,594	-6,441	$8,510,050	−24.5%	2.68%
AVGO	Broadcom Inc. Technology	Added	21,627	+2,832	$6,693,772	+2.9%	2.11%
WMT	Walmart Inc. Consumer Defensive	Reduced	53,249	-1,310	$6,617,785	+8.9%	2.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,513	+538	$6,475,429	−0.7%	2.04%
META	Meta Platforms, Inc. Communication Services	Reduced	11,309	-460	$6,470,218	−16.7%	2.04%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,132	-79	$5,938,904	−5.4%	1.87%
C	Citigroup Inc Financial Services	Added	51,973	+811	$5,894,257	−1.3%	1.86%
NFLX	Netflix Inc Communication Services	Reduced	59,712	-396	$5,741,308	+1.9%	1.81%
HD	Home Depot, Inc. Consumer Cyclical	Added	16,115	+1,261	$5,300,062	+3.7%	1.67%
MCD	Mcdonalds Corp Consumer Cyclical	Added	16,811	+1,248	$5,224,690	+9.8%	1.65%
LRCX	Lam Research Corp Technology	Reduced	22,789	-4,425	$4,869,097	+4.5%	1.53%
TT	Trane Technologies plc Industrials	Added	11,248	+186	$4,687,491	+8.9%	1.48%
UBER	Uber Technologies, Inc Technology	Reduced	63,798	-735	$4,588,990	−13.0%	1.45%
GEV	GE Vernova Inc. Industrials	Added	4,782	+4,179	$4,174,207	+959.2%	1.31%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	10,620	-4,838	$4,146,154	−42.8%	1.31%
JCI	Johnson Controls International plc Industrials	Reduced	31,214	-301	$4,087,473	+8.3%	1.29%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	25,254	-8,634	$4,033,063	−22.5%	1.27%
ISRG	Intuitive Surgical Inc Healthcare	Added	8,055	+251	$3,713,274	−16.0%	1.17%
CME	Cme Group Inc. Financial Services	Added	11,832	+71	$3,494,581	+8.8%	1.10%
ETN	Eaton Corp plc Industrials	Added	9,320	+20	$3,333,484	+12.5%	1.05%
FANG	Diamondback Energy, Inc. Energy	NEW	16,768	NEW	$3,316,542	NEW	1.04%
DUK	Duke Energy CORP Utilities	Reduced	24,969	-543	$3,269,440	+9.3%	1.03%
JNJ	Johnson & Johnson Healthcare	Added	13,121	+6,066	$3,207,297	+119.7%	1.01%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	20,389	+1,287	$3,206,781	+3.7%	1.01%
GLD	Spdr Gold Trust	Reduced	7,322	-127	$3,150,583	+6.7%	0.99%
CMI	Cummins Inc Industrials	Reduced	5,650	-53	$3,039,813	+4.4%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,093	+3,717	$3,008,572	+52.9%	0.95%
PANW	Palo Alto Networks Inc Technology	Added	18,187	+1,559	$2,915,739	−4.8%	0.92%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,917	+29	$2,906,586	+16.7%	0.92%
LLY	ELI LILLY & Co Healthcare	Reduced	3,032	-90	$2,788,742	−16.9%	0.88%
CB	Chubb Ltd Financial Services	Added	8,542	+400	$2,784,094	+9.6%	0.88%
AMAT	Applied Materials Inc /De Technology	Added	8,124	+6,752	$2,776,701	+687.5%	0.87%
V	Visa Inc. Financial Services	Reduced	9,146	-6,256	$2,764,287	−48.8%	0.87%
PH	Parker-Hannifin Corp Industrials	Added	3,048	+2,659	$2,728,691	+698.1%	0.86%
NXPI	NXP Semiconductors N.V. Technology	Reduced	13,548	-2,853	$2,667,059	−25.1%	0.84%
LMT	Lockheed Martin Corp Industrials	Added	4,363	+369	$2,636,953	+36.5%	0.83%
APH	Amphenol Corp /De/ Technology	NEW	20,523	NEW	$2,593,081	NEW	0.82%
CEG	Constellation Energy Corp Utilities	Added	9,221	+8,365	$2,574,964	+751.5%	0.81%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	7,359	-6,139	$2,539,958	−35.9%	0.80%
CRM	Salesforce, Inc. Technology	Reduced	13,403	-1,140	$2,501,938	−35.1%	0.79%
WFC	Wells Fargo & Company/Mn Financial Services	Added	31,136	+1,618	$2,478,736	−9.9%	0.78%
UPS	United Parcel Service Inc Industrials	Added	25,067	+1,287	$2,466,091	+4.6%	0.78%
SPGI	S&P Global Inc. Financial Services	Reduced	5,714	-821	$2,430,392	−28.8%	0.77%
QQQ	Invesco Qqq Trust, Series 1	Added	4,179	+197	$2,412,035	−1.4%	0.76%
NEE	Nextera Energy Inc Utilities	Added	25,551	+91	$2,373,176	+16.1%	0.75%