Wealth Shield Partners, LLC Purchases in Q2 2025

Wealth Shield Partners, LLC

  • $796 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
69.3K
+ 48.08%
$52.4 - $64.65 $3.63M - $4.48M
213K $13.5M
IEMG
Ishares Inc

ETFs
73.7K
+ 38.02%
N/A
267K $14.3M
BNDX
Vanguard Total International B

ETFs
56.9K
New
$48.77 - $49.55 $2.78M - $2.82M
56.9K $2.82M
MGK
Vanguard Mega Cap Growth ETF

ETFs
367
+ 0.81%
$273.67 - $366.17 $100K - $134K
45.5K $16.7M
NKE
Nike, Inc.

Consumer Cyclical
34.2K
New
$53.27 - $72.04 $1.82M - $2.47M
34.2K $2.43M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
46.4K
+ 1491.67%
$50.09 - $51.09 $2.32M - $2.37M
49.5K $2.53M
ISRG
Intuitive Surgical Inc

Healthcare
4.16K
New
$451.58 - $565.94 $1.88M - $2.35M
4.16K $2.26M
AVGO
Broadcom Inc.

Technology
761
+ 4.07%
$146.29 - $275.65 $111K - $210K
19.5K $5.37M
OEF
Ishares S&P 100 ETF

ETFs
7.76K
+ 73.09%
N/A
18.4K $4.89M
EW
Edwards Lifesciences Corp

Healthcare
25.3K
New
$67.07 - $78.22 $1.7M - $1.98M
25.3K $1.98M
CB
Chubb LTD

Financial Services
6.66K
+ 676.93%
$274.32 - $302.46 $1.83M - $2.01M
7.65K $2.21M
IVE
Ishares S&P 500 Value ETF

ETFs
8.21K
+ 14.88%
$168.34 - $195.42 $1.38M - $1.6M
63.4K $12.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.56K
+ 6.71%
$152.42 - $182.82 $694K - $833K
72.5K $13.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.67K
+ 2.54%
$43.53 - $54.46 $247K - $309K
229K $12.5M
VUG
Vanguard Growth ETF

ETFs
787
+ 4.6%
$329.49 - $438.4 $259K - $345K
17.9K $7.84M
AMZN
Amazon Com Inc

Consumer Cyclical
624
+ 1.36%
$167.32 - $223.3 $104K - $139K
46.4K $10.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
12.8K
+ 65.46%
$62.73 - $78.42 $800K - $1M
32.2K $2.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
12.6K
+ 20.73%
$45.98 - $56.15 $578K - $705K
73.1K $4.11M
C
Citigroup Inc

Financial Services
4.39K
+ 9.32%
$58.13 - $85.12 $255K - $374K
51.5K $4.38M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
9.23K
+ 351.56%
$102.02 - $103.5 $942K - $956K
11.9K $1.22M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
10K
+ 30.69%
$97.29 - $105.63 $972K - $1.06M
42.6K $4.32M
IDXX
Idexx Laboratories Inc

Healthcare
1.47K
+ 114.87%
$361.04 - $536.34 $530K - $787K
2.75K $1.47M
MCD
Mcdonalds Corp

Consumer Cyclical
3.61K
+ 60.21%
$285.55 - $321.23 $1.03M - $1.16M
9.62K $2.81M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.58K
+ 12.24%
$72.61 - $88.75 $477K - $584K
60.3K $5.35M
ETN
Eaton Corp PLC

Industrials
159
+ 1.76%
$246.52 - $356.99 $39.2K - $56.8K
9.17K $3.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.2K
+ 19.33%
$72.02 - $73.82 $731K - $750K
62.7K $4.62M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.19K
+ 3.08%
$70.44 - $86.87 $154K - $190K
73.2K $6.35M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
9.69K
+ 437.02%
$68.13 - $74.77 $660K - $725K
11.9K $867K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
60
+ 0.2%
$113.67 - $150.4 $6.82K - $9.02K
29.4K $4.42M
IWF
Ishares Russell 1000 Gr ETF

ETFs
150
+ 1.53%
$320.42 - $424.58 $48.1K - $63.7K
9.98K $4.24M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
168
+ 1.02%
$180.84 - $240.32 $30.4K - $40.4K
16.6K $3.98M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.06K
+ 10.52%
$67.03 - $80.35 $473K - $567K
74.1K $5.91M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.25K
+ 71.06%
$108.12 - $135.04 $460K - $574K
10.2K $1.38M
DLR
Digital Realty Trust, Inc.

Real Estate
735
+ 4.48%
$136.11 - $177.69 $100K - $131K
17.1K $2.99M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.91K
+ 13.73%
$61.79 - $76.67 $304K - $377K
40.7K $3.09M
SNPS
Synopsys Inc

Technology
530
+ 13.7%
$380.9 - $517.66 $202K - $274K
4.4K $2.26M
CDNS
Cadence Design Systems Inc

Technology
735
+ 11.16%
$231.64 - $323.08 $170K - $237K
7.32K $2.26M
IWC
Russell Micro Cap ETF

ETFs
690
+ 2.35%
$97.43 - $127.66 $67.2K - $88.1K
30.1K $3.84M
IBM
International Business Machines Corp

Technology
1.44K
+ 58.46%
$221.03 - $294.78 $319K - $425K
3.91K $1.15M
TSLA
Tesla, Inc.

Consumer Cyclical
1.01K
+ 29.18%
$221.86 - $362.89 $224K - $366K
4.46K $1.42M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.24K
+ 42.56%
$54.19 - $67.22 $338K - $419K
20.9K $1.4M
AVDV
American Centy ETF Tr Avantis

ETFs
1.07K
+ 2.87%
$61.76 - $79.32 $65.8K - $84.6K
38.2K $3.03M
FNDF
Schwab Fundamental Intl Large

ETFs
5.94K
+ 18.86%
$32.25 - $40.02 $192K - $238K
37.4K $1.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.8K
+ 1.64%
$24.38 - $30.18 $44K - $54.4K
112K $3.37M
TJX
Tjx Companies Inc

Consumer Cyclical
2.08K
+ 6.76%
$119.13 - $135.03 $247K - $280K
32.8K $4.05M
MGV
Vanguard Mega Cap Value

ETFs
1.09K
+ 1.58%
$114.87 - $131.25 $125K - $142K
69.9K $9.17M
AMAT
Applied Materials Inc

Technology
1.6K
New
$126.95 - $183.52 $203K - $293K
1.6K $292K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.36K
+ 13.82%
$50.39 - $60.05 $169K - $201K
27.6K $1.66M
CEG
Constellation Energy Corp

Utilities
845
New
$170.96 - $322.76 $144K - $273K
845 $272K
Activity Summary
Buys All Purchases 214 New Holdings 45 Increased Positions 169 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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