Latest Emerald Investment Partners, LLC Stock Portfolio
$897Million | No. of Holdings #602
Emerald Investment Partners, LLC Performance
2026 Q1-1.97%
YTD-1.97%
2025+13.85%
About Emerald Investment Partners, LLC and 13F Hedge Fund Stock Holdings
WealthShield Partners, LLC is a hedge fund based in Cary, NC. On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, WealthShield Partners, LLC reported an equity portfolio of $897.6 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of WealthShield Partners, LLC are IJR, FNDA, EMGF. The fund has invested 3.9% of it's portfolio in ISHARES TR and 2.3% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off PAYPAL HLDGS INC (PYPL), YUM BRANDS INC (YUM) and THE CIGNA GROUP (CI) stocks. They significantly reduced their stock positions in ISHARES TR (BGRN), BLACKROCK ETF TRUST II (HYMU) and ISHARES TR (AAXJ). WealthShield Partners, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), DIAMONDBACK ENERGY INC (FANG) and AMPHENOL CORP (APH). The fund showed a lot of confidence in some stocks as they added substantially to CONSTELLATION ENERGY CORP (CEG), GE VERNOVA INC and PARKER-HANNIFIN CORP (PH).
Emerald Investment Partners, LLC Equity Portfolio Value
Last Reported on: 01 May, 2026
$897Million
as of May 01, 2026Emerald Investment Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that WealthShield Partners, LLC made a return of -1.97% in the last quarter. In trailing 12 months, it's portfolio return was 14.47%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| blackrock etf trust | 4,404,470 |
| blackrock etf trust | 3,956,010 |
| diamondback energy inc | 3,316,580 |
| amphenol corp | 2,593,080 |
| ishares tr | 2,563,260 |
| iqvia hldgs inc | 1,740,870 |
| medtronic plc | 1,390,990 |
| tidal trust iii | 696,743 |
New stocks bought by Emerald Investment Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| constellation energy corp | 977 |
| ge vernova inc | 693 |
| parker-hannifin corp | 683 |
| applied matls inc | 492 |
| ishares tr | 481 |
| j p morgan exchange traded f | 408 |
| ishares tr | 350 |
| vanguard world fd | 291 |
Additions to existing portfolio by Emerald Investment Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| blackrock etf trust ii | -97.13 |
| ishares tr | -88.17 |
| ishares tr | -86.18 |
| ishares tr | -83.92 |
| ishares tr | -76.67 |
| vaneck etf trust | -72.14 |
| select sector spdr tr | -71.8 |
| ishares tr | -64.22 |
Emerald Investment Partners, LLC reduced stake in above stock
Sold off
None of the stocks were completely sold off by Emerald Investment Partners, LLC
Sector Distribution
WealthShield Partners, LLC has about 67.2% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Industrials
- Consumer Cyclical
- Healthcare
- Communication Services
- Utilities
- Consumer Defensive
- Energy
| Sector | % |
|---|---|
| Others | 67.2 |
| Technology | 10.4 |
| Financial Services | 4.4 |
| Industrials | 3.7 |
| Consumer Cyclical | 3.2 |
| Healthcare | 3 |
| Communication Services | 2.9 |
| Utilities | 1.9 |
| Consumer Defensive | 1.5 |
| Energy | 1.1 |
Market Cap. Distribution
WealthShield Partners, LLC has about 31.7% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 67.2 |
| MEGA-CAP | 18.6 |
| LARGE-CAP | 13.1 |
Stocks belong to which Index?
About 31.7% of the stocks held by WealthShield Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 68.3 |
| S&P 500 | 30.6 |
| RUSSELL 2000 | 1.1 |
| Top 5 Losers ($) | $ | |
|---|---|---|
| MSFT | microsoft corp | -3.8 M |
| EDV | vanguard world fd | -2.0 M |
| FNDA | schwab strategic tr | -1.8 M |
| IJR | ishares tr | -1.6 M |
| IJR | ishares tr | -1.5 M |
Emerald Investment Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Emerald Investment Partners, LLC
WealthShield Partners, LLC has 602 stocks in it's portfolio. About 21% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for WealthShield Partners, LLC last quarter.
$896.75MTotal Value
498Positions
01 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 2.13% | 75,292 | $19.11M 2.13% | 0.54%decreased 0.54 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 1.19% | 143,410 | $10.66M 1.19% | 13.14%decreased 13.14 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.9% | 75,807 | $8.05M 0.9% | 28.32%increased 28.32 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.76% | 61,335 | $6.83M 0.76% | 481.54%increased 481.54 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.47% | 44,766 | $4.25M 0.47% | 4.47%increased 4.47 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.41% | 23,076 | $3.68M 0.41% | 1.95%increased 1.95 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.4% | 35,303 | $3.56M 0.4% | 30.37%decreased 30.37 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.08% | 5,590 | $738.4K 0.08% | 12.66%decreased 12.66 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.07% | 4,973 | $602.7K 0.07% | 4.11%decreased 4.11 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 2,445 | $534.8K 0.06% | 83.92%decreased 83.92 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 5,295 | $497.4K 0.06% | 64.22%decreased 64.22 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 3,152 | $335.7K 0.04% | 1.38%increased 1.38 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 3,255 | $222.9K 0.03% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 6,180 | $187.4K 0.02% | 0.59%increased 0.59 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 4,100 | $174.5K 0.02% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 2,148 | $170.9K 0.02% | 9.82%decreased 9.82 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 1,047 | $115.6K 0.01% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 1,677 | $89.1K 0.01% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 360 | $42.7K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 330 | $35.0K 0% | 0%unchanged 0 percentunchanged | |
