WealthShield Partners, LLC
données du 30/09/2025
Capitalisation
$ 881.882 M
6.60 %
Performance
$ 291.941 M
62.92 %
| Date | Symbol | Nom | Poids | Capitalisation | Nombre d'action | 1er ajout | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | IVV | ISHARES TR | 3.43% | 30.219 M $ | 45151 | 2017/12/31 | 2.244 M $ | 7.80 % |
| 2025/09/30 | SCHF | SCHWAB STRATEGIC TR | 2.17% | 19.141 M $ | 822228 | 2020/09/30 | 998.939 K $ | 5.34 % |
| 2025/09/30 | AAPL | APPLE INC | 2.17% | 19.103 M $ | 75022 | 2017/12/31 | 3.671 M $ | 24.11 % |
| 2025/09/30 | IEMG | ISHARES INC | 2.11% | 18.564 M $ | 281619 | 2017/12/31 | 1.575 M $ | 9.81 % |
| 2025/09/30 | MGK | VANGUARD WORLD FD | 2.08% | 18.349 M $ | 45601 | 2017/12/31 | 1.648 M $ | 9.90 % |
| 2025/09/30 | IVW | ISHARES TR | 1.98% | 17.419 M $ | 144290 | 2017/12/31 | 1.553 M $ | 9.65 % |
| 2025/09/30 | SCHG | SCHWAB STRATEGIC TR | 1.98% | 17.419 M $ | 545868 | 2022/03/31 | 1.568 M $ | 9.24 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 1.92% | 16.918 M $ | 90677 | 2020/03/31 | 2.614 M $ | 18.10 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 1.84% | 16.185 M $ | 31248 | 2017/12/31 | 640.046 K $ | 4.13 % |
| 2025/09/30 | DYNF | BLACKROCK ETF TRUST | 1.77% | 15.644 M $ | 264261 | 2024/03/31 | 1.088 M $ | 8.70 % |
| 2025/09/30 | IVE | ISHARES TR | 1.53% | 13.464 M $ | 65196 | 2021/12/31 | 702.640 K $ | 5.68 % |
| 2025/09/30 | IUSB | ISHARES TR | 1.46% | 12.907 M $ | 276321 | 2017/12/31 | 140.711 K $ | 1.04 % |
| 2025/09/30 | DGRO | ISHARES TR | 1.44% | 12.703 M $ | 186594 | 2017/12/31 | 772.615 K $ | 6.47 % |
| 2025/09/30 | EFV | ISHARES TR | 1.42% | 12.532 M $ | 184753 | 2021/03/31 | 927.859 K $ | 6.85 % |
| 2025/09/30 | QUAL | ISHARES TR | 1.34% | 11.844 M $ | 60896 | 2018/12/31 | 846.566 K $ | 6.39 % |
| 2025/09/30 | VTV | VANGUARD INDEX FDS | 1.34% | 11.834 M $ | 63458 | 2017/12/31 | 652.275 K $ | 5.52 % |
| 2025/09/30 | VIG | VANGUARD SPECIALIZED FUNDS | 1.34% | 11.783 M $ | 54603 | 2017/12/31 | 620.095 K $ | 5.43 % |
| 2025/09/30 | OEF | ISHARES TR | 1.17% | 10.292 M $ | 30921 | 2023/12/31 | 523.503 K $ | 9.36 % |
| 2025/09/30 | SCHV | SCHWAB STRATEGIC TR | 1.15% | 10.148 M $ | 348606 | 2022/03/31 | 501.842 K $ | 5.20 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 1.14% | 10.073 M $ | 45876 | 2017/12/31 | 8.355 K $ | 0.08 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 1.12% | 9.906 M $ | 31406 | 2019/12/31 | 803.497 K $ | 8.80 % |
| 2025/09/30 | MGV | VANGUARD WORLD FD | 1.11% | 9.817 M $ | 71286 | 2017/12/31 | 457.342 K $ | 4.98 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 1.01% | 8.942 M $ | 36781 | 2017/12/31 | 2.466 M $ | 37.94 % |
| 2025/09/30 | VUG | VANGUARD INDEX FDS | 0.98% | 8.655 M $ | 18046 | 2017/12/31 | 736.834 K $ | 9.40 % |
| 2025/09/30 | FLTR | VANECK ETF TRUST | 0.96% | 8.471 M $ | 331284 | 2023/12/31 | 23.559 K $ | 0.27 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.89% | 7.825 M $ | 10655 | 2023/03/31 | -39.767 K $ | -0.50 % |
| 2025/09/30 | CRWD | CROWDSTRIKE HLDGS INC | 0.85% | 7.508 M $ | 15310 | 2024/06/30 | -286.865 K $ | -3.72 % |
| 2025/09/30 | TLTW | ISHARES TR | 0.85% | 7.489 M $ | 320297 | 2022/09/30 | 57.082 K $ | 0.86 % |
| 2025/09/30 | MUB | ISHARES TR | 0.84% | 7.390 M $ | 69395 | 2017/12/31 | 139.902 K $ | 1.92 % |
| 2025/09/30 | MDYV | SPDR SERIES TRUST | 0.83% | 7.294 M $ | 87448 | 2022/03/31 | 361.551 K $ | 5.01 % |
| 2025/09/30 | BOND | PIMCO ETF TR | 0.83% | 7.277 M $ | 77956 | 2022/03/31 | 88.294 K $ | 1.27 % |
| 2025/09/30 | MDYG | SPDR SERIES TRUST | 0.75% | 6.600 M $ | 72088 | 2022/03/31 | 343.092 K $ | 5.40 % |
| 2025/09/30 | NFLX | NETFLIX INC | 0.73% | 6.457 M $ | 5386 | 2024/09/30 | -739.467 K $ | -10.47 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.73% | 6.437 M $ | 12803 | 2017/12/31 | 182.715 K $ | 3.49 % |
| 2025/09/30 | RSP | INVESCO EXCHANGE TRADED FD T | 0.72% | 6.331 M $ | 33373 | 2018/06/30 | 272.391 K $ | 4.38 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.71% | 6.240 M $ | 9366 | 2018/12/31 | 451.498 K $ | 7.82 % |
| 2025/09/30 | XLK | SELECT SECTOR SPDR TR | 0.70% | 6.189 M $ | 21956 | 2017/12/31 | 626.653 K $ | 11.31 % |
| 2025/09/30 | SLYV | SPDR SERIES TRUST | 0.70% | 6.181 M $ | 69728 | 2022/03/31 | 658.651 K $ | 11.15 % |
| 2025/09/30 | AVGO | BROADCOM INC | 0.69% | 6.107 M $ | 18511 | 2020/06/30 | 1.057 M $ | 19.68 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.67% | 5.946 M $ | 14674 | 2020/03/31 | 558.242 K $ | 10.51 % |
| 2025/09/30 | THRO | BLACKROCK ETF TRUST | 0.66% | 5.829 M $ | 153970 | 2025/03/31 | 342.590 K $ | 6.41 % |
| 2025/09/30 | UBER | UBER TECHNOLOGIES INC | 0.64% | 5.681 M $ | 57987 | 2025/03/31 | 267.329 K $ | 5.01 % |
| 2025/09/30 | WMT | WALMART INC | 0.64% | 5.617 M $ | 54502 | 2017/12/31 | 288.509 K $ | 5.40 % |
| 2025/09/30 | TLH | ISHARES TR | 0.62% | 5.447 M $ | 52887 | 2022/03/31 | 59.155 K $ | 1.37 % |
| 2025/09/30 | SCHZ | SCHWAB STRATEGIC TR | 0.62% | 5.425 M $ | 231127 | 2019/03/31 | 53.081 K $ | 0.99 % |
| 2025/09/30 | BAI | BLACKROCK ETF TRUST | 0.60% | 5.325 M $ | 155876 | 2025/06/30 | 353.152 K $ | 18.41 % |
| 2025/09/30 | SLYG | SPDR SERIES TRUST | 0.60% | 5.296 M $ | 56150 | 2022/03/31 | 335.273 K $ | 6.26 % |
| 2025/09/30 | C | CITIGROUP INC | 0.59% | 5.180 M $ | 51036 | 2024/06/30 | 843.373 K $ | 19.24 % |
| 2025/09/30 | V | VISA INC | 0.57% | 5.058 M $ | 14817 | 2020/06/30 | -194.606 K $ | -3.85 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 0.55% | 4.871 M $ | 16029 | 2017/12/31 | 112.699 K $ | 4.01 % |
| 2025/09/30 | TJX | TJX COS INC NEW | 0.55% | 4.856 M $ | 33599 | 2020/06/30 | 689.682 K $ | 17.05 % |
| 2025/09/30 | IUSG | ISHARES TR | 0.55% | 4.825 M $ | 29324 | 2017/12/31 | 415.602 K $ | 9.40 % |
| 2025/09/30 | IWF | ISHARES TR | 0.53% | 4.642 M $ | 9910 | 2017/12/31 | 437.291 K $ | 10.32 % |
| 2025/09/30 | TT | TRANE TECHNOLOGIES PLC | 0.50% | 4.433 M $ | 10506 | 2020/06/30 | -158.130 K $ | -3.53 % |
| 2025/09/30 | MTUM | ISHARES TR | 0.49% | 4.309 M $ | 16804 | 2017/12/31 | 267.306 K $ | 6.71 % |
| 2025/09/30 | SPYG | SPDR SERIES TRUST | 0.48% | 4.218 M $ | 40357 | 2018/03/31 | 303.655 K $ | 9.64 % |
| 2025/09/30 | IWC | ISHARES TR | 0.47% | 4.168 M $ | 27954 | 2022/03/31 | 645.278 K $ | 16.79 % |
| 2025/09/30 | LHX | L3HARRIS TECHNOLOGIES INC | 0.46% | 4.079 M $ | 13357 | 2022/09/30 | 726.053 K $ | 21.75 % |
| 2025/09/30 | BND | VANGUARD BD INDEX FDS | 0.45% | 4.009 M $ | 53902 | 2017/12/31 | 46.400 K $ | 1.01 % |
| 2025/09/30 | MBB | ISHARES TR | 0.45% | 3.949 M $ | 41501 | 2017/12/31 | 50.929 K $ | 1.34 % |
| 2025/09/30 | UNH | UNITEDHEALTH GROUP INC | 0.43% | 3.826 M $ | 11079 | 2019/12/31 | 333.399 K $ | 10.68 % |
| 2025/09/30 | LRCX | LAM RESEARCH CORP | 0.42% | 3.747 M $ | 27981 | 2025/06/30 | 1.004 M $ | 37.56 % |
| 2025/09/30 | NOBL | PROSHARES TR | 0.42% | 3.734 M $ | 36233 | 2017/12/31 | 88.867 K $ | 2.35 % |
| 2025/09/30 | SCHE | SCHWAB STRATEGIC TR | 0.42% | 3.692 M $ | 110642 | 2022/03/31 | 361.443 K $ | 10.72 % |
| 2025/09/30 | NXPI | NXP SEMICONDUCTORS N V | 0.42% | 3.692 M $ | 16210 | 2020/09/30 | 120.988 K $ | 4.23 % |
| 2025/09/30 | VBR | VANGUARD INDEX FDS | 0.41% | 3.610 M $ | 17296 | 2017/12/31 | 226.954 K $ | 7.02 % |
| 2025/09/30 | TLT | ISHARES TR | 0.41% | 3.575 M $ | 40006 | 2018/03/31 | 41.340 K $ | 1.27 % |
| 2025/09/30 | VZ | VERIZON COMMUNICATIONS INC | 0.40% | 3.545 M $ | 80661 | 2019/12/31 | 53.643 K $ | 1.57 % |
| 2025/09/30 | ETN | EATON CORP PLC | 0.39% | 3.459 M $ | 9242 | 2020/09/30 | 158.274 K $ | 4.83 % |
| 2025/09/30 | CRM | SALESFORCE INC | 0.39% | 3.409 M $ | 14384 | 2020/03/31 | -387.557 K $ | -13.09 % |
| 2025/09/30 | AVDV | AMERICAN CENTY ETF TR | 0.37% | 3.260 M $ | 36615 | 2022/09/30 | 372.099 K $ | 12.30 % |
| 2025/09/30 | IDEV | ISHARES TR | 0.37% | 3.254 M $ | 40591 | 2022/03/31 | 168.033 K $ | 5.43 % |
| 2025/09/30 | BNDX | VANGUARD CHARLOTTE FDS | 0.37% | 3.251 M $ | 65720 | 2025/06/30 | -2.847 K $ | -0.10 % |
| 2025/09/30 | SPGI | S&P GLOBAL INC | 0.37% | 3.245 M $ | 6667 | 2017/12/31 | -207.729 K $ | -7.70 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.36% | 3.169 M $ | 3424 | 2021/03/31 | -219.875 K $ | -6.50 % |
| 2025/09/30 | VOE | VANGUARD INDEX FDS | 0.36% | 3.162 M $ | 18112 | 2017/12/31 | 186.875 K $ | 6.15 % |
| 2025/09/30 | DUK | DUKE ENERGY CORP NEW | 0.36% | 3.151 M $ | 25460 | 2017/12/31 | 146.354 K $ | 4.87 % |
| 2025/09/30 | ICE | INTERCONTINENTAL EXCHANGE IN | 0.35% | 3.081 M $ | 18287 | 2020/09/30 | -264.603 K $ | -8.17 % |
| 2025/09/30 | JCI | JOHNSON CTLS INTL PLC | 0.35% | 3.074 M $ | 27954 | 2023/06/30 | 121.586 K $ | 4.10 % |
| 2025/09/30 | VOT | VANGUARD INDEX FDS | 0.35% | 3.061 M $ | 10419 | 2017/12/31 | 102.723 K $ | 3.31 % |
| 2025/09/30 | CME | CME GROUP INC | 0.35% | 3.059 M $ | 11322 | 2020/09/30 | -59.534 K $ | -1.97 % |
| 2025/09/30 | SCHM | SCHWAB STRATEGIC TR | 0.35% | 3.058 M $ | 103179 | 2022/03/31 | 165.420 K $ | 5.67 % |
| 2025/09/30 | DLR | DIGITAL RLTY TR INC | 0.34% | 3.017 M $ | 17453 | 2023/12/31 | -24.837 K $ | -0.83 % |
| 2025/09/30 | IAU | ISHARES GOLD TR | 0.34% | 2.998 M $ | 41193 | 2024/12/31 | 240.554 K $ | 16.69 % |
| 2025/09/30 | PANW | PALO ALTO NETWORKS INC | 0.34% | 2.997 M $ | 14720 | 2023/12/31 | -14.373 K $ | -0.50 % |
| 2025/09/30 | SCHX | SCHWAB STRATEGIC TR | 0.33% | 2.923 M $ | 110980 | 2022/03/31 | 211.958 K $ | 7.77 % |
| 2025/09/30 | SCHA | SCHWAB STRATEGIC TR | 0.33% | 2.923 M $ | 104767 | 2022/03/31 | 276.239 K $ | 10.28 % |
| 2025/09/30 | ITA | ISHARES TR | 0.33% | 2.904 M $ | 13878 | 2024/09/30 | 1.113 K $ | 10.93 % |
| 2025/09/30 | BINC | BLACKROCK ETF TRUST II | 0.33% | 2.876 M $ | 54028 | 2024/03/31 | 20.747 K $ | 0.76 % |
| 2025/09/30 | GLD | SPDR GOLD TR | 0.32% | 2.795 M $ | 7863 | 2019/09/30 | 353.517 K $ | 16.61 % |
| 2025/09/30 | IAGG | ISHARES TR | 0.29% | 2.593 M $ | 50620 | 2025/03/31 | 6.930 K $ | 0.27 % |
| 2025/09/30 | CDNS | CADENCE DESIGN SYSTEM INC | 0.29% | 2.585 M $ | 7359 | 2024/12/31 | 315.565 K $ | 13.99 % |
| 2025/09/30 | FDN | FIRST TR EXCHANGE-TRADED FD | 0.29% | 2.553 M $ | 9124 | 2017/12/31 | 95.893 K $ | 3.90 % |
| 2025/09/30 | AMT | AMERICAN TOWER CORP NEW | 0.29% | 2.530 M $ | 13157 | 2024/06/30 | -360.672 K $ | -12.98 % |
| 2025/09/30 | VGK | VANGUARD INTL EQUITY INDEX F | 0.29% | 2.520 M $ | 31584 | 2017/12/31 | 74.151 K $ | 2.97 % |
| 2025/09/30 | EFG | ISHARES TR | 0.28% | 2.511 M $ | 22047 | 2019/12/31 | 104.362 K $ | 1.68 % |
| 2025/09/30 | NEE | NEXTERA ENERGY INC | 0.28% | 2.436 M $ | 32274 | 2019/12/31 | 195.745 K $ | 8.74 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.27% | 2.415 M $ | 3165 | 2020/06/30 | -53.474 K $ | -2.12 % |
| 2025/09/30 | ESGD | ISHARES TR | 0.27% | 2.396 M $ | 25772 | 2020/03/31 | 93.007 K $ | 4.21 % |
| 2025/09/30 | IBIT | ISHARES BITCOIN TRUST ETF | 0.27% | 2.380 M $ | 36619 | 2024/03/31 | 125.862 K $ | 6.19 % |