WealthShield Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$738M
Signature - Title
Robert Leggett - Managing Partner
Location
Cary, NC
Summary
This page shows a list of all the recent 13F filings made by WealthShield Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WealthShield Partners, LLC reported 483 stock holdings with total value $738M as of Q3 2024. Top holdings included IVV, SCHF, SCHG, IUSB, and IVW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 483 $738M +$81.7M -$31.8M +$49.9M IVV, SCHF, SCHG, IUSB, IVW 13F-HR 11/4/2024, 01:53 PM
Q2 2024 466 $656M +$67.2M -$32.7M +$34.5M IVV, SCHF, SCHG, IVW, IEMG 13F-HR 7/26/2024, 05:06 PM
Q1 2024 475 $618M +$64.7M -$92.3M -$27.6M IVV, SCHF, SCHG, IUSB, IEMG 13F-HR 4/29/2024, 10:30 AM
Q4 2023 474 $608M +$51.1M -$168M -$117M IVV, SCHF, TLTW, SCHG, MGK 13F-HR 1/23/2024, 05:20 PM
Q3 2023 478 $664M +$81.9M -$55.7M +$26.2M IVV, VTV, SCHF, TLTW, VUG 13F-HR 10/25/2023, 03:41 PM
Q2 2023 485 $664M +$55M -$40M +$15M IVV, VTV, SCHF, IUSB, VUG 13F-HR 8/3/2023, 02:12 PM
Q1 2023 484 $620M +$132M -$57.5M +$74.8M IVV, VTV, SCHF, IUSB, TLTW 13F-HR 5/8/2023, 01:02 PM
Q4 2022 288 $522M +$64.2M -$77.5M -$13.2M IVV, VTV, SCHF, ESGU, IUSB 13F-HR 2/13/2023, 01:24 PM
Q3 2022 288 $504M +$79M -$46.5M +$32.5M IVV, SCHF, ESGU, VTV, IUSB 13F-HR 11/4/2022, 03:54 PM
Q2 2022 290 $505M +$61.2M -$101M -$40.1M IVV, SCHF, ESGU, VTV, LQDH 13F-HR 8/11/2022, 05:22 PM
Q1 2022 331 $624M +$227M -$182M +$45.5M IVV, LQDH, VTI, SCHF, ESGU 13F-HR 5/9/2022, 10:57 AM
Q4 2021 281 $600M +$257M -$54.1M +$202M SCHF, IVV, ESGU, AAPL, VUG 13F-HR 2/10/2022, 02:48 PM
Q3 2021 231 $374M +$84.3M -$343M -$259M ESGU, IVV, PTBD, DGRO, MGK 13F-HR 11/12/2021, 01:21 PM
Q2 2021 764 $638M +$185M -$121M +$63.9M PTBD, ESGU, IVV, GOVT, IUSB 13F-HR 8/6/2021, 02:23 PM
Q1 2021 1,133 $547M +$138M -$146M -$7.63M ESGU, IVV, PTBD, GOVT, VOO 13F-HR 5/14/2021, 07:25 PM
Q4 2020 299 $542M +$262M -$28.6M +$233M IVV, ESGU, VOO, LQD, GOVT 13F-HR 2/12/2021, 07:48 PM
Q3 2020 384 $285M +$72.9M -$14.7M +$58.2M IVV, MGK, ESGU, AAPL, DGRO 13F-HR 10/30/2020, 03:11 PM
Q2 2020 320 $217M +$57.6M -$28.7M +$28.9M IVV, DGRO, MGK, AGG, ESGU 13F-HR 8/13/2020, 01:31 PM
Q1 2020 262 $163M +$24.6M -$35.1M -$10.5M IVV, DGRO, AGG, MGV, MGK 13F-HR 5/12/2020, 03:52 PM
Q4 2019 272 $205M +$18.4M -$11.1M +$7.31M IVV, DGRO, PWS, PTLC, AGG 13F-HR 2/13/2020, 01:16 PM
Q3 2019 258 $189M +$32.2M -$17.2M +$15M IVV, DGRO, PWS, AGG, PTLC 13F-HR 11/13/2019, 12:29 PM
Q2 2019 222 $172M +$27.2M -$38.1M -$11M PWS, IVV, DGRO, AGG, MGV 13F-HR 8/12/2019, 03:35 PM
Q1 2019 263 $179M +$35.7M -$14.3M +$21.4M PWS, DGRO, IVV, PTLC, MGV 13F-HR 5/14/2019, 01:27 PM
Q4 2018 240 $147M +$24M -$35.7M -$11.7M PWS, PTLC, IVV, MGV, DGRO 13F-HR 2/14/2019, 10:32 AM
Q3 2018 257 $175M +$20M -$8.83M +$11.1M PWS, AGG, IEI, MGV, DGRO 13F-HR 11/5/2018, 04:19 PM
Q2 2018 243 $158M +$23.3M -$25.2M -$1.83M PWS, AGG, MGV, DGRO, VIG 13F-HR 8/2/2018, 03:40 PM
Q1 2018 235 $158M +$21.5M -$26M -$4.58M PWS, JNK, MGV, VIG, DGRO 13F-HR 5/11/2018, 10:26 AM
Q4 2017 219 $164M $0 $0 PWS, JNK, MGV, VIG, RSP Restatement 4/18/2018, 02:25 PM