Wealth Shield Partners, LLC Purchases in Q3 2024

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
89.9K
+ 137.69%
$51.72 - $57.96 $4.65M - $5.21M
155K $8.93M
BOND
Pimco Active Bond Exchange Tra

ETFs
48K
+ 281.61%
$90.01 - $95.32 $4.32M - $4.58M
65.1K $6.16M
DGRO
Ishares Core Dividend Growth E

ETFs
46.9K
+ 28.35%
$57.47 - $62.76 $2.7M - $2.94M
212K $13.3M
NFLX
Netflix Inc

Communication Services
5.09K
New
$598.55 - $722.26 $3.05M - $3.68M
5.09K $3.61M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
47.3K
New
$49.83 - $62.75 $2.36M - $2.97M
47.3K $2.73M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
41.6K
+ 14.53%
$44.83 - $47.42 $1.86M - $1.97M
328K $15.4M
ADI
Analog Devices Inc

Technology
10.8K
New
$200.56 - $243.33 $2.18M - $2.64M
10.8K $2.5M
XLK
Technology Sector Spdr

ETFs
11.1K
+ 40.11%
$197.34 - $237.68 $2.19M - $2.64M
38.8K $8.76M
AAPL
Apple Inc.

Technology
4.41K
+ 7.48%
$207.23 - $234.82 $913K - $1.04M
63.3K $14.8M
IVV
Ishares Core S&P 500 ETF

ETFs
620
+ 0.96%
$520.18 - $576.82 $323K - $358K
65K $37.5M
FIS
Fidelity National Information Services, Inc.

Technology
21.6K
New
$72.8 - $85.04 $1.57M - $1.84M
21.6K $1.81M
MGV
Vanguard Mega Cap Value

ETFs
9.19K
+ 15.87%
$118.0 - $128.28 $1.08M - $1.18M
67.1K $8.61M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.9K
+ 10.93%
$285.48 - $330.24 $1.11M - $1.29M
39.5K $12.7M
AMGN
Amgen Inc

Healthcare
4.45K
+ 89.6%
$309.38 - $337.38 $1.38M - $1.5M
9.42K $3.04M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.77K
+ 21.19%
$162.83 - $179.16 $939K - $1.03M
33K $5.91M
META
Meta Platforms, Inc.

Communication Services
1.53K
+ 19.46%
$453.41 - $572.44 $696K - $878K
9.42K $5.39M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
21.2K
+ 32.83%
$56.04 - $62.99 $1.19M - $1.33M
85.6K $5.23M
PEG
Public Service Enterprise Group Inc

Utilities
10.9K
+ 72.44%
$73.58 - $89.21 $801K - $971K
25.9K $2.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.87K
+ 45.17%
$517.38 - $573.86 $969K - $1.07M
6.02K $3.45M
NEE
Nextera Energy Inc

Utilities
9.93K
+ 55.09%
$69.9 - $84.97 $694K - $844K
28K $2.36M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.7K
+ 6.75%
$45.2 - $47.87 $618K - $654K
216K $10.3M
IGM
Ishares Expanded Tech Sector E

ETFs
10.8K
New
$84.03 - $98.62 $908K - $1.07M
10.8K $1.04M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6.91K
+ 29.88%
$116.79 - $133.54 $807K - $922K
30K $3.96M
AMT
American Tower Corp

Real Estate
2.41K
+ 22.3%
$192.27 - $242.73 $463K - $584K
13.2K $3.07M
IVE
Ishares S&P 500 Value ETF

ETFs
2.07K
+ 5.64%
$181.06 - $197.17 $375K - $409K
38.8K $7.65M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.6K
+ 25.06%
$71.45 - $75.64 $757K - $801K
52.8K $3.97M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.75K
+ 2.51%
$73.43 - $80.37 $202K - $221K
112K $9.02M
LMT
Lockheed Martin Corp

Industrials
297
+ 4.84%
$460.3 - $584.56 $137K - $174K
6.43K $3.76M
WMT
Walmart Inc.

Consumer Defensive
1.8K
+ 3.18%
$66.91 - $81.4 $120K - $146K
58.4K $4.71M
XLRE
Select Sector Spdr Tr Real Est

ETFs
18.8K
+ 936.33%
$38.04 - $45.36 $717K - $855K
20.9K $931K
VTV
Vanguard Value ETF

ETFs
234
+ 0.41%
$159.75 - $174.57 $37.4K - $40.8K
57.6K $10.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.73K
+ 6.54%
$77.23 - $87.97 $288K - $328K
60.8K $5.28M
AMD
Advanced Micro Devices Inc

Technology
4.52K
+ 26.31%
$128.67 - $183.96 $582K - $832K
21.7K $3.56M
DLR
Digital Realty Trust, Inc.

Real Estate
3.97K
+ 33.03%
$144.47 - $162.98 $574K - $647K
16K $2.59M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.44K
+ 2.55%
$162.64 - $179.3 $234K - $258K
57.9K $10.4M
VBR
Vanguard Small Cap Value ETF

ETFs
2.25K
+ 14.65%
$179.99 - $201.6 $404K - $453K
17.6K $3.53M
UNH
Unitedhealth Group Inc

Healthcare
287
+ 3.89%
$488.01 - $604.18 $140K - $173K
7.66K $4.48M
IWM
Ishares Russell 2000 ETF

ETFs
2.95K
+ 76.03%
$200.87 - $224.6 $593K - $663K
6.84K $1.51M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.51K
+ 5.27%
$71.9 - $79.86 $252K - $280K
70K $5.56M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.18K
+ 3.89%
$74.85 - $82.2 $238K - $261K
84.8K $6.89M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
11.1K
+ 29.33%
$47.29 - $52.55 $526K - $584K
49K $2.58M
TT
Trane Technologies PLC

Industrials
203
+ 2.01%
$314.21 - $388.71 $63.8K - $78.9K
10.3K $4.01M
GLD
Spdr Gold Trust

ETFs
2.22K
+ 48.49%
$215.56 - $246.98 $479K - $549K
6.8K $1.65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
989
+ 24.93%
$405.19 - $478.57 $401K - $473K
4.96K $2.28M
ICE
Intercontinental Exchange, Inc.

Financial Services
516
+ 2.12%
$136.93 - $162.81 $70.7K - $84K
24.9K $4M
JPM
Jpmorgan Chase & CO

Financial Services
1.91K
+ 6.32%
$194.9 - $224.8 $372K - $429K
32.1K $6.77M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.69K
+ 0.75%
$44.24 - $49.47 $74.8K - $83.7K
226K $11.2M
C
Citigroup Inc

Financial Services
10.8K
+ 37.1%
$56.11 - $67.61 $606K - $730K
39.9K $2.5M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.25K
+ 6.82%
$85.03 - $94.56 $277K - $308K
51K $4.75M
Activity Summary
Buys All Purchases 262 New Holdings 41 Increased Positions 221 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 1 Puts 1
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