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 TOI
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,372 | 70,154 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $249,748 | 70,154 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $244,837 | 70,154 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $143,815 | 70,154 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $79,975 | 70,154 | Shares | Sole | 2025-05-09 | |
| 2024-03-31 | $38,119 | 24,126 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $49,217 | 24,126 | Shares | Sole | 2024-01-23 | |
| No 13F history on record for this holder in this stock. | ||||||