WealthShield Partners, LLC
Top Portfolio Positions
157 positions ·
$314,386,473 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
75,292 | $19,108,356 | 6.08% | |
| NVDA |
Nvidia Corp
Technology
|
81,820 | $14,269,408 | 4.54% | |
| MSFT |
Microsoft Corp
Technology
|
34,440 | $12,748,654 | 4.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
50,408 | $10,498,474 | 3.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
31,378 | $9,230,152 | 2.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,594 | $8,510,050 | 2.71% | |
| AVGO |
Broadcom Inc.
Technology
|
21,627 | $6,693,772 | 2.13% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
53,249 | $6,617,785 | 2.10% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,513 | $6,475,429 | 2.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,309 | $6,470,218 | 2.06% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ASGI
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $955,800 | 42,746 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $957,611 | 42,827 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $899,060 | 42,549 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $872,753 | 42,824 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $770,872 | 41,918 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $716,696 | 40,884 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $725,922 | 35,919 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $589,424 | 32,209 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $563,101 | 31,724 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $540,944 | 30,153 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $476,833 | 29,617 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $536,030 | 30,131 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $528,868 | 29,447 | Shares | Sole | 2023-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||