Long-term investor
Wealthshield Partners, LLC @wealthshieldpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001729303).
Record
- Tracked since 2025-06-30 (479 days), 136 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +2.5% · 1 year +0.2% · all +0.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 8.2% · long · since 2025-06-30
- 464287309 · 2.7% · long · since 2025-06-30
- 921910816 · 2.5% · long · since 2025-06-30
- 46434V621 · 2.3% · long · since 2025-06-30
- 09290C103 · 2.1% · long · since 2025-06-30
- 46434V613 · 2.0% · long · since 2025-06-30
- 921908844 · 1.9% · long · since 2025-06-30
- 464287408 · 1.9% · long · since 2025-06-30
- AAPL · 1.9% · long · since 2025-06-30
- NVDA · 1.8% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- 921910840 · 1.6% · long · since 2025-06-30