Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

WealthShield, LLC 13F Holdings -- Portfolio & Top Positions (2017-12-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1PWSPACER FDS TR$24.0M14.61%949,031New
2JNKSPDR SERIES TRUST$7.2M4.37%195,225New
3MGVVANGUARD WORLD FD$6.1M3.74%80,111New
4VIGVANGUARD SPECIALIZED FUNDS$5.5M3.37%54,067New
5RSPRYDEX ETF TRUST$5.4M3.28%53,319New
6MGKVANGUARD WORLD FD$4.6M2.81%40,945New
7DGROISHARES TR$4.0M2.46%115,745New
8FDNFIRST TR EXCHANGE TRADED FD$4.0M2.46%36,377New
9XLKSELECT SECTOR SPDR TR$3.9M2.36%59,813New
10BNDVANGUARD BD INDEX FD INC$3.9M2.36%47,607New
11XLFSELECT SECTOR SPDR TR$3.5M2.11%124,016New
12NOBLPROSHARES TR$3.4M2.09%53,625New
13AADRADVISORSHARES TR$3.4M2.04%56,931New
14XLBSELECT SECTOR SPDR TR$3.3M2.03%54,181New
15XLVSELECT SECTOR SPDR TR$3.3M2.01%39,485New
16HYGISHARES TR$3.2M1.94%36,473New
17VTIVANGUARD INDEX FDS$3.1M1.86%22,227New
18IVVISHARES TR$2.8M1.72%10,422New
19AGGISHARES TR$2.5M1.52%22,808New
20MUBISHARES TR$2.3M1.43%21,165New
21VBRVANGUARD INDEX FDS$2.3M1.42%17,383New
22VOEVANGUARD INDEX FDS$2.2M1.37%20,027New
23IJRISHARES TR$1.7M1.05%22,364New
24IEFAISHARES TR$1.7M1.01%24,964New
25FVFIRST TR EXCHANGE TRADED FD$1.5M0.92%54,064New

Source: SEC Form 13F filings · as of 2017-12-31