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
301iShares Russell 3000 ETF 532197.2K $
302Vanguard High Dividend Yield E 1,326196.4K $
303State Street SPDR S&P Dividend ETF 1,335194.8K $
304FIDELITY COVINGTON TRUST 913189.9K $
305iShares Preferred and Income S 6,180187.4K $
306Huntington Bancshares Inc/OH 11,931186.7K $
307ProShares Ultra QQQ 3,048185.9K $
308iShares TIPS Bond ETF 1,677185.1K $
309iShares Select Dividend ETF 1,197181.2K $
310iShares Trust 1,756179.6K $
311NIKE Inc 3,362177.6K $
312State Street SPDR Portfolio Emerging Markets ETF 3,736175.3K $
313iShares Trust 4,100174.5K $
314Innovator U.S. Equity Buffer E 3,617173.6K $
315iShares Trust 2,148170.9K $
316Innovator U.S. Equity Power Bu 3,912168.6K $
317Innovator U.S. Equity Power Bu 3,850164.5K $
318TuHURA Biosciences Inc 91,530163.8K $
319Select Sector Spdr Trust 3,981162.5K $
320ELECTROCORE INC 25,978156.6K $
321iShares Russell 2000 Growth ETF 494155K $
322State Street Health Care Select Sector SPDR ETF 1,041152.6K $
323iShares Russell 2000 Value ETF 772146.4K $
324Avantis International Equity ETF 1,700144.2K $
325Dimensional ETF Trust 3,819140.4K $
326iShares Trust 373133K $
327Innovator U.S. Equity Buffer E 2,739131.7K $
328First Trust NASDAQ Cybersecuri 1,866117K $
329iShares 0-1 Year Treasury Bond ETF 1,047115.6K $
330Innovator Growth-100 Power Buffer ETF- October 1,990112.2K $
331Innovator U.S. Equity Power Bu 2,817112.1K $
332iShares U.S. Real Estate ETF 1,170110.6K $
333Innovator U.S. Small Cap Power Buffer ETF - October 3,250110.3K $
334Ishares Inc 600108K $
335Franklin Senior Loan ETF 4,655107.1K $
336Global X Uranium ETF 2,191106.1K $
337iShares U.S. Infrastructure ETF 1,845105.6K $
338ISHARES CORE 1-5 YEAR USD BO 2,175105.4K $
339Vanguard Bond Index Funds 1,339103.3K $
340iShares Trust 1,553100.6K $
341Innovator U.S. Equity Buffer E 2,30099K $
342INVESCO EXCHANGE-TRADED FUND TRUST II 3,42796.2K $
343Innovator Growth 100 Power Buffer ETF - July 1,33695.4K $
344WisdomTree Trust 1,09794.7K $
345VanEck Gold Miners ETF/USA 99691.4K $
346Liberty All Star 16,45491.3K $
347VanEck Preferred Securities ex 5,16690.6K $
348iShares Trust 89089K $
349Vanguard Short-term Bond Etf 1,13488.9K $
350WisdomTree International SmallCap Dividend Fund 1,08388.3K $
351SPDR Series Trust 67986.7K $
352Invesco Solar ETF 1,39477.7K $
353J P Morgan Exchange Traded Fund Trust 1,35977K $
354Innovator U.S. Equity Buffer E 1,60076.3K $
355Dimensional ETF Trust 1,78875.5K $
356SPDR Series Trust 1,25174.1K $
357Vanguard Russell 1000 Growth ETF 65371.6K $
358Schwab Fundamental U.S. Large Company ETF 2,54570.9K $
359WisdomTree Trust 1,06370.5K $
360BLACKROCK INTERNATIONAL GROWTH AND INCOME TRUST 12,58368.1K $
361iShares Trust 1,33867.7K $
362Invesco Senior Loan ETF 3,28967.1K $
363Avantis Emerging Markets Equity ETF 80965.2K $
364Select Sector Spdr Trust 95458.4K $
365First Trust Rising Dividend Achievers ETF 82256.1K $
366iShares MSCI Brazil ETF 1,41454.3K $
367INVESCO EXCHANGE-TRADED FUND TRUST II 86851.8K $
368FIDELITY COVINGTON TRUST 55051.3K $
369Invesco Preferred ETF 4,55049.5K $
370VanEck ETF Trust 39847.8K $
371iShares Aaa - A Rated Corporate Bond ETF 1,00047.6K $
372Dimensional International Smal 1,20647.6K $
373Vanguard Whitehall Funds 50347.4K $
374J.P. MORGAN EXCHANGE-TRADED FUND TRUST 38845.5K $
375Dimensional U S Targeted Value ETF 71244.5K $
376Ishares Inc 1,10543.8K $
377iShares Trust 36042.7K $
378Putnam Master Int 13,00042.5K $
379Innovator U.S. Equity Buffer E 80842.4K $
380SPDR Series Trust 82539.9K $
381WISDOMTREE TRUST WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND 72437.9K $
382State Street SPDR Portfolio S& 80136.4K $
383iShares Trust 30635.5K $
384Invesco RAFI Developed Markets ex-U.S. ETF 48233.7K $
385iShares Trust 78132.7K $
386ISHARES TRUST 43232.2K $
387iShares 0-5 Year High Yield Corporate Bond ETF 74431.5K $
388ISHARES TRUST 1,15030.7K $
389OCCIDENTAL PETROLEUM CORP 70430.2K $
390iShares Global Energy ETF 49028.2K $
391JPMorgan BetaBuilders International Equity ETF 38328K $
392Select Sector Spdr Trust 24626.9K $
393Select Sector Spdr Trust 32726.8K $
394Global X Funds 34925.8K $
395Vanguard Intermediate-Term Tax-Exempt Bond ETF 24724.7K $
396Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF 22524.2K $
397Innovator U.S. Equity Buffer E 47823.8K $
398iShares High Yield Muni Active ETF 49223.6K $
399iShares Trust 51021.7K $
400iShares Mortgage Real Estate ETF 1,00021.5K $