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WealthShield Partners, LLC Buys Vanguard Mega Cap Growth ETF, Invesco Dynamic Semiconductors ETF, Health Care Select Sector SPDR, Sells BTC iShares MSCI USA Momentum Factor ETF, BTC iShares U.S. Treasury Bond ETF, VanEck Vectors Fallen Angel High Yield Bo

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Nov 13, 2021
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Investment company WealthShield Partners, LLC (Current Portfolio) buys Vanguard Mega Cap Growth ETF, Invesco Dynamic Semiconductors ETF, Health Care Select Sector SPDR, SPDR Homebuilders ETF, Vanguard Mega Cap Value ETF, sells BTC iShares MSCI USA Momentum Factor ETF, BTC iShares U.S. Treasury Bond ETF, VanEck Vectors Fallen Angel High Yield Bond ETF, Vanguard S&P 500 ETF, iShares Core Total USD Bond Market ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, WealthShield Partners, LLC. As of 2021Q3, WealthShield Partners, LLC owns 232 stocks with a total value of $374 million. These are the details of the buys and sells.

For the details of WealthShield Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealthshield+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of WealthShield Partners, LLC
  1. iShares MSCI USA ESG Optimized ETF (ESGU) - 166,311 shares, 4.38% of the total portfolio. Shares reduced by 30.21%
  2. iShares Core S&P 500 ETF (IVV) - 36,967 shares, 4.26% of the total portfolio. Shares reduced by 28.64%
  3. Pacer Trendpilot US Bond ETF (PTBD) - 465,975 shares, 3.38% of the total portfolio. Shares reduced by 45.79%
  4. iShares Core Dividend Growth ETF (DGRO) - 180,101 shares, 2.42% of the total portfolio. Shares reduced by 26.07%
  5. Vanguard Mega Cap Growth ETF (MGK) - 37,722 shares, 2.37% of the total portfolio. New Position
New Purchase: Vanguard Mega Cap Growth ETF (MGK)

WealthShield Partners, LLC initiated holding in Vanguard Mega Cap Growth ETF. The purchase prices were between $231.84 and $250.11, with an estimated average price of $241.6. The stock is now traded at around $258.220000. The impact to a portfolio due to this purchase was 2.37%. The holding were 37,722 shares as of 2021-09-30.

New Purchase: Invesco Dynamic Semiconductors ETF (PSI)

WealthShield Partners, LLC initiated holding in Invesco Dynamic Semiconductors ETF. The purchase prices were between $117.79 and $136.46, with an estimated average price of $127.79. The stock is now traded at around $150.370000. The impact to a portfolio due to this purchase was 2.35%. The holding were 68,755 shares as of 2021-09-30.

New Purchase: Health Care Select Sector SPDR (XLV)

WealthShield Partners, LLC initiated holding in Health Care Select Sector SPDR. The purchase prices were between $126.62 and $136.37, with an estimated average price of $131.77. The stock is now traded at around $133.810000. The impact to a portfolio due to this purchase was 2.28%. The holding were 66,994 shares as of 2021-09-30.

New Purchase: SPDR Homebuilders ETF (XHB)

WealthShield Partners, LLC initiated holding in SPDR Homebuilders ETF. The purchase prices were between $70.13 and $78.79, with an estimated average price of $75.16. The stock is now traded at around $82.450000. The impact to a portfolio due to this purchase was 2.23%. The holding were 116,305 shares as of 2021-09-30.

New Purchase: Vanguard Mega Cap Value ETF (MGV)

WealthShield Partners, LLC initiated holding in Vanguard Mega Cap Value ETF. The purchase prices were between $97.25 and $102.8, with an estimated average price of $100.35. The stock is now traded at around $105.080000. The impact to a portfolio due to this purchase was 1.67%. The holding were 63,760 shares as of 2021-09-30.

New Purchase: Tivity Health Inc (TVTY)

WealthShield Partners, LLC initiated holding in Tivity Health Inc. The purchase prices were between $21.83 and $27.22, with an estimated average price of $23.77. The stock is now traded at around $27.590000. The impact to a portfolio due to this purchase was 0.47%. The holding were 75,810 shares as of 2021-09-30.

Added: iShares Global Tech ETF (IXN)

WealthShield Partners, LLC added to a holding in iShares Global Tech ETF by 642.51%. The purchase prices were between $56.11 and $60.64, with an estimated average price of $58.53. The stock is now traded at around $62.610000. The impact to a portfolio due to this purchase was 0.67%. The holding were 50,921 shares as of 2021-09-30.

Added: First Trust Dow Jones Internet Index Fund (FDN)

WealthShield Partners, LLC added to a holding in First Trust Dow Jones Internet Index Fund by 1350.75%. The purchase prices were between $235.18 and $252.25, with an estimated average price of $244.54. The stock is now traded at around $248.000000. The impact to a portfolio due to this purchase was 0.51%. The holding were 8,690 shares as of 2021-09-30.

Added: VanEck Rare Earth/Strategic Metals ETF (REMX)

WealthShield Partners, LLC added to a holding in VanEck Rare Earth/Strategic Metals ETF by 110.82%. The purchase prices were between $83.83 and $120.59, with an estimated average price of $106.24. The stock is now traded at around $119.850000. The impact to a portfolio due to this purchase was 0.5%. The holding were 34,575 shares as of 2021-09-30.

Added: iShares TIPS Bond ETF (TIP)

WealthShield Partners, LLC added to a holding in iShares TIPS Bond ETF by 121.55%. The purchase prices were between $125.12 and $128.94, with an estimated average price of $127.53. The stock is now traded at around $130.420000. The impact to a portfolio due to this purchase was 0.35%. The holding were 18,338 shares as of 2021-09-30.

Added: Edwards Lifesciences Corp (EW)

WealthShield Partners, LLC added to a holding in Edwards Lifesciences Corp by 2104.90%. The purchase prices were between $102.91 and $122.75, with an estimated average price of $114.13. The stock is now traded at around $116.000000. The impact to a portfolio due to this purchase was 0.29%. The holding were 9,900 shares as of 2021-09-30.

Added: BTC iShares Cohen & Steers REIT ETF (ICF)

WealthShield Partners, LLC added to a holding in BTC iShares Cohen & Steers REIT ETF by 820.92%. The purchase prices were between $65.38 and $71.48, with an estimated average price of $68.29. The stock is now traded at around $70.790000. The impact to a portfolio due to this purchase was 0.26%. The holding were 16,328 shares as of 2021-09-30.

Sold Out: iShares MSCI Brazil ETF (EWZ)

WealthShield Partners, LLC sold out a holding in iShares MSCI Brazil ETF. The sale prices were between $32.13 and $40.28, with an estimated average price of $36.57.

Sold Out: First Trust Natural Gas ETF (FCG)

WealthShield Partners, LLC sold out a holding in First Trust Natural Gas ETF. The sale prices were between $12.28 and $17.07, with an estimated average price of $14.48.

Sold Out: Vanguard Russell 2000 Index Fund (VTWO)

WealthShield Partners, LLC sold out a holding in Vanguard Russell 2000 Index Fund. The sale prices were between $85.25 and $93.17, with an estimated average price of $89.31.

Sold Out: Schwab US Dividend Equity ETF (SCHD)

WealthShield Partners, LLC sold out a holding in Schwab US Dividend Equity ETF. The sale prices were between $73.64 and $77.51, with an estimated average price of $75.71.

Sold Out: The Energy Select Sector SPDR Fund (XLE)

WealthShield Partners, LLC sold out a holding in The Energy Select Sector SPDR Fund. The sale prices were between $45.24 and $54.15, with an estimated average price of $49.03.

Sold Out: Vanguard Total International Stock (VXUS)

WealthShield Partners, LLC sold out a holding in Vanguard Total International Stock. The sale prices were between $63.26 and $66.63, with an estimated average price of $64.96.



Here is the complete portfolio of WealthShield Partners, LLC. Also check out:

1. WealthShield Partners, LLC's Undervalued Stocks
2. WealthShield Partners, LLC's Top Growth Companies, and
3. WealthShield Partners, LLC's High Yield stocks
4. Stocks that WealthShield Partners, LLC keeps buying

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