WealthShield Partners, LLC
Top Portfolio Positions
157 positions ·
$317,496,089 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
75,292 | $19,108,356 | 6.02% | |
| NVDA |
Nvidia Corp
Technology
|
81,820 | $14,269,408 | 4.49% | |
| MSFT |
Microsoft Corp
Technology
|
34,440 | $12,748,654 | 4.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
50,408 | $10,498,474 | 3.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
31,378 | $9,230,152 | 2.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,594 | $8,510,050 | 2.68% | |
| AVGO |
Broadcom Inc.
Technology
|
21,627 | $6,693,772 | 2.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
53,249 | $6,617,785 | 2.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,513 | $6,475,429 | 2.04% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,309 | $6,470,218 | 2.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in QQQX
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,257 | 9,196 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $207,597 | 7,279 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $204,604 | 7,451 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $218,721 | 8,263 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $208,810 | 8,792 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $233,089 | 8,617 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $232,761 | 9,266 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $233,896 | 9,326 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $222,015 | 9,197 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $224,925 | 9,716 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $215,756 | 9,602 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $359,241 | 14,410 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $328,744 | 13,732 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $331,354 | 16,219 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $435,652 | 21,241 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $443,439 | 20,304 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $601,233 | 21,133 | Shares | Sole | 2022-05-09 | |
| 2021-03-31 | $15,030 | 553 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $580,679 | 23,857 | Shares | Other | 2020-10-30 | |
| No 13F history on record for this holder in this stock. | ||||||