Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WealthShield, LLC (CIK 1730973) reported $164.2M across 221 reported positions in its SEC 13F filing for 2017-12-31. Largest positions: PWS ($24.0M, 14.61%), JNK ($7.2M, 4.37%), MGV ($6.1M, 3.74%), VIG ($5.5M, 3.37%), RSP ($5.4M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PWS | PACER FDS TR | $24.0M | 14.61% | 949,031 | New |
| 2 | JNK | SPDR SERIES TRUST | $7.2M | 4.37% | 195,225 | New |
| 3 | MGV | VANGUARD WORLD FD | $6.1M | 3.74% | 80,111 | New |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $5.5M | 3.37% | 54,067 | New |
| 5 | RSP | RYDEX ETF TRUST | $5.4M | 3.28% | 53,319 | New |
| 6 | MGK | VANGUARD WORLD FD | $4.6M | 2.81% | 40,945 | New |
| 7 | DGRO | ISHARES TR | $4.0M | 2.46% | 115,745 | New |
| 8 | FDN | FIRST TR EXCHANGE TRADED FD | $4.0M | 2.46% | 36,377 | New |
| 9 | XLK | SELECT SECTOR SPDR TR | $3.9M | 2.36% | 59,813 | New |
| 10 | BND | VANGUARD BD INDEX FD INC | $3.9M | 2.36% | 47,607 | New |
| 11 | XLF | SELECT SECTOR SPDR TR | $3.5M | 2.11% | 124,016 | New |
| 12 | NOBL | PROSHARES TR | $3.4M | 2.09% | 53,625 | New |
| 13 | AADR | ADVISORSHARES TR | $3.4M | 2.04% | 56,931 | New |
| 14 | XLB | SELECT SECTOR SPDR TR | $3.3M | 2.03% | 54,181 | New |
| 15 | XLV | SELECT SECTOR SPDR TR | $3.3M | 2.01% | 39,485 | New |
| 16 | HYG | ISHARES TR | $3.2M | 1.94% | 36,473 | New |
| 17 | VTI | VANGUARD INDEX FDS | $3.1M | 1.86% | 22,227 | New |
| 18 | IVV | ISHARES TR | $2.8M | 1.72% | 10,422 | New |
| 19 | AGG | ISHARES TR | $2.5M | 1.52% | 22,808 | New |
| 20 | MUB | ISHARES TR | $2.3M | 1.43% | 21,165 | New |
| 21 | VBR | VANGUARD INDEX FDS | $2.3M | 1.42% | 17,383 | New |
| 22 | VOE | VANGUARD INDEX FDS | $2.2M | 1.37% | 20,027 | New |
| 23 | IJR | ISHARES TR | $1.7M | 1.05% | 22,364 | New |
| 24 | IEFA | ISHARES TR | $1.7M | 1.01% | 24,964 | New |
| 25 | FV | FIRST TR EXCHANGE TRADED FD | $1.5M | 0.92% | 54,064 | New |
Source: SEC Form 13F filings · as of 2017-12-31