Titelia

Holdings of WealthShield Partners, LLC

469 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 22.9 % of the equity sleeve

Sector breakdown

  • Funds 11.0 %
  • Technology 10.4 %
  • Financials 5.2 %
  • Industrials 3.7 %
  • Consumer discretionary 3.6 %
  • Communication 3.1 %
  • Health care 2.9 %
  • Consumer staples 1.6 %
  • Utilities 1.4 %
  • Energy 1.1 %
  • Real estate 0.5 %
  • Materials 0.1 %
  • Unattributed 55.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • IL 0.1 %
  • GB 0.0 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US466821.2M $99.87 %
2IL1476.8K $0.06 %
3GB1303.3K $0.04 %
4TW1271.5K $0.03 %

Positions

RankCompanySharesValueWeight
401VanEck Semiconductor ETF 5621.5K $
402Innovator U.S. Equity Power Bu 51221.4K $
403SPDR Series Trust 22520.6K $
404Vanguard Extended Market ETF 9820.2K $
405Schwab US TIPS ETF 75420.1K $
406VanEck Uranium and Nuclear ETF 14319K $
407SPDR INDEX SHARES FUNDS 30018.6K $
408FIDELITY COVINGTON TRUST 32018.4K $
409Pacer Funds Trust 39018K $
410SPDR Series Trust 52015.6K $
411VanEck Fallen Angel High Yield 52515.1K $
412Global X Funds 84014.4K $
413iShares Select U.S. REIT ETF 22814.1K $
414JPMorgan Active Growth ETF 16113.6K $
415INVESCO EXCHANGE-TRADED FUND TRUST II 50013.5K $
416iShares MSCI Canada ETF 23512.9K $
417Vanguard Bond Index Funds 17712.2K $
418JPMorgan ActiveBuilders Emerging Markets Equity ETF 23212.1K $
419Vanguard Scottsdale Funds 25411.9K $
420FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND 50811.4K $
421J.P. MORGAN EXCHANGE-TRADED FUND TRUST 15911.4K $
422Global X Funds 32310.7K $
423iShares Trust 21710.1K $
424SPDR SERIES TRUST 909.7K $
425iShares Trust 1838.6K $
426iShares Biotechnology ETF 447.4K $
427Innovator U.S. Equity Buffer E 1507.3K $
428iShares Trust 1407.1K $
429ISHARES TRUST 887K $
430Pacer Funds Trust 1026.4K $
431Invesco S&P MidCap Momentum ET 446.4K $
432Vanguard Scottsdale Funds 1076.4K $
433iShares MSCI Global Metals & M 955.4K $
434Invesco S&P 500 Pure Growth ETF 1155.4K $
435iShares ESG Aware U.S. Aggregate Bond ETF 1085.1K $
436iShares MSCI USA Value Factor ETF 355K $
437PIMCO ETF TR 434.1K $
438Avantis Short-Term Fixed Income ETF 884.1K $
439Invesco Exchange-Traded Fund Trust 1243.9K $
440WisdomTree Trust 783.9K $
441American Century ETF Trust 313.5K $
442First Trust Cloud Computing ETF 313.4K $
443WisdomTree Trust 383.3K $
444VANGUARD SCOTTSDALE FUNDS 353.3K $
445First Trust Health Care AlphaDEX Fund 293.2K $
446SELECT SECTOR SPDR TRUST (THE) 273K $
447State Street SPDR S&P Global Infrastructure ETF 393K $
448Vanguard Russell 3000 102.9K $
449Invesco Exchange-Traded Fund T 482.6K $
450iShares Core MSCI Europe ETF 352.5K $
451VanEck BDC Income ETF 1842.4K $
452iShares Trust 422.2K $
453Select Sector Spdr Trust 132.1K $
454iShares Broad USD High Yield Corporate Bond ETF 552K $
455FIDELITY COVINGTON TRUST 261.8K $
456iShares ESG Aware MSCI USA Small-Cap ETF 361.7K $
457FIDELITY COVINGTON TRUST 461.6K $
458FIDELITY COVINGTON TRUST 261.5K $
459Invesco RAFI Emerging Markets 571.5K $
460JPMorgan BetaBuilders US Mid Cap Equity ETF 141.5K $
461VanEck Biotech ETF 71.3K $
462iShares Global Clean Energy ETF 641.2K $
463Franklin Templeton ETF Trust 471K $
464iShares MSCI Global Gold Miners ETF 10790 $
465INVESCO EXCHANGE-TRADED FUND TRUST II 3713 $
466SPDR Series Trust 2508 $
467State Street Materials Select Sector SPDR ETF 3150 $
468AdvisorShares Trust 1139 $
469Pacer Trendpilot US Mid Cap ET 137 $