Latest Emerald Investment Partners, LLC Stock Portfolio

Emerald Investment Partners, LLC Performance:

2026 Q1: -1.97%YTD: -1.97%2025: 13.85%

Performance for 2026 Q1 is -1.97%, and YTD is -1.97%, and 2025 is 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.

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.

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 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.

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.

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.

Index	%
Others	68.3
S&P 500	30.6
RUSSELL 2000	1.1

Top 5 Winners (%)		%
MPC	marathon pete corp	49.5 %
LNG	cheniere energy inc	45.6 %
PSX	phillips 66	39.9 %
XOM	exxon mobil corp	39.1 %
IJR	ishares tr	36.6 %

Top 5 Winners ($)		$
LRCX	lam research corp	1.1 M
EMGF	ishares inc	0.8 M
WMT	walmart inc	0.7 M
MPC	marathon pete corp	0.6 M
	ge vernova inc	0.6 M

Top 5 Losers (%)		%
	ishares ethereum tr	-29.4 %
CRM	salesforce inc	-28.4 %
ACT	advisorshares tr	-25.0 %
QCOM	qualcomm inc	-24.7 %
MSFT	microsoft corp	-22.8 %

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.

Last Reported on: 01 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.13	75,292	19,108,400	reduced	-0.54

AAXJ	ishares tr	1.19	143,410	10,662,500	reduced	-13.14

AAXJ	ishares tr	0.90	75,807	8,046,810	added	28.32

AAXJ	ishares tr	0.76	61,335	6,830,840	added	481

AAXJ	ishares tr	0.47	44,766	4,250,520	added	4.47

AAXJ	ishares tr	0.41	23,076	3,683,120	added	1.95

AAXJ	ishares tr	0.40	35,303	3,555,720	reduced	-30.37

AAXJ	ishares tr	0.08	5,590	738,439	reduced	-12.66

AAXJ	ishares tr	0.07	4,973	602,678	reduced	-4.11

AAXJ	ishares tr	0.06	2,445	534,844	reduced	-83.92

AAXJ	ishares tr	0.06	5,295	497,401	reduced	-64.22

AAXJ	ishares tr	0.04	3,152	335,674	added	1.38

AAXJ	ishares tr	0.03	3,255	222,870	unchanged	0.00

AAXJ	ishares tr	0.02	6,180	187,363	added	0.59

AAXJ	ishares tr	0.02	4,100	174,496	unchanged	0.00

AAXJ	ishares tr	0.02	2,148	170,895	reduced	-9.82

AAXJ	ishares tr	0.01	1,047	115,578	new

AAXJ	ishares tr	0.01	1,677	89,082	unchanged	0.00

AAXJ	ishares tr	0.00	360	42,696	unchanged	0.00

AAXJ	ishares tr	0.00	330	35,030	unchanged	0.00