Wealth Shield Partners, LLC Purchases in Q1 2025

Wealth Shield Partners, LLC

  • $761 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
13.5K
+ 82.45%
$32.5 - $33.3 $440K - $451K
30K $995K
C
Citigroup Inc

Financial Services
5.82K
+ 14.1%
$67.23 - $84.63 $391K - $492K
47.1K $3.34M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
18.9K
+ 51.27%
$22.25 - $23.0 $422K - $436K
55.9K $1.29M
HDV
Ishares Core High Dividend ETF

ETFs
3.27K
+ 100.18%
$110.86 - $121.12 $362K - $396K
6.53K $791K
GOOG
Alphabet Inc.

Communication Services
3.92K
+ 69.86%
$156.06 - $207.71 $612K - $814K
9.53K $1.49M
LLY
Eli Lilly & CO

Healthcare
306
+ 10.27%
$725.72 - $929.72 $222K - $284K
3.29K $2.71M
MGK
Vanguard Mega Cap Growth ETF

ETFs
5.71K
+ 14.48%
$307.43 - $357.48 $1.75M - $2.04M
45.1K $13.9M
O
Realty Income Corp

Real Estate
4.91K
+ 19.94%
$51.67 - $58.49 $253K - $287K
29.5K $1.71M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.97K
+ 39.11%
$42.5 - $46.71 $339K - $372K
28.3K $1.28M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.36K
+ 0.76%
$44.72 - $46.25 $105K - $109K
314K $14.5M
KO
Coca Cola CO

Consumer Defensive
2.78K
+ 16.12%
$60.81 - $72.32 $169K - $201K
20K $1.43M
SLV
I Shares Silver Trust

ETFs
11.3K
New
$26.93 - $31.32 $304K - $353K
11.3K $349K
BAC
Bank Of America Corp

Financial Services
8.73K
+ 120.89%
$39.61 - $47.74 $346K - $417K
16K $665K
CRWD
Crowd Strike Holdings, Inc.

Technology
447
+ 2.72%
$308.86 - $455.36 $138K - $204K
16.9K $5.95M
XOM
Exxon Mobil Corp

Energy
1.98K
+ 24.26%
$105.44 - $118.93 $208K - $235K
10.1K $1.2M
CI
Cigna Corp

Healthcare
990
New
$274.49 - $329.0 $272K - $326K
990 $325K
BJUN
Innovator U.S. Equity Buffer E

ETFs
8.3K
+ 263.49%
N/A
11.5K $447K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
11.2K
New
$24.11 - $28.41 $270K - $318K
11.2K $318K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.6K
+ 31.85%
$49.25 - $50.66 $325K - $334K
27.3K $1.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.36K
+ 45.78%
$57.21 - $65.8 $364K - $418K
20.2K $1.18M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.12K
+ 1.47%
$25.77 - $27.6 $132K - $141K
354K $9.4M
ADI
Analog Devices Inc

Technology
1.95K
+ 24.03%
$201.56 - $243.82 $392K - $475K
10.1K $2.03M
VV
Vanguard Large Cap ETF

ETFs
1.22K
+ 203.52%
$253.32 - $282.66 $308K - $343K
1.81K $465K
CB
Chubb LTD

Financial Services
984
New
$257.71 - $301.99 $254K - $297K
984 $297K
XLF
Financial Sector Spdr

ETFs
4.77K
+ 13.03%
$47.32 - $52.19 $226K - $249K
41.4K $2.06M
FDX
Fedex Corp

Industrials
1.17K
New
$230.33 - $281.53 $270K - $330K
1.17K $285K
EWJ
Ishares Msci Japan ETF

ETFs
4.05K
New
$65.24 - $71.7 $264K - $291K
4.05K $277K
SCHW
Schwab Charles Corp

Financial Services
3.5K
New
$71.24 - $83.64 $249K - $293K
3.5K $274K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.7K
+ 11.52%
$196.12 - $229.48 $332K - $389K
16.4K $3.32M
PFEB
Innovator U.S. Equity Power Bu

ETFs
7.57K
New
$35.54 - $37.44 $269K - $283K
7.57K $271K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.63K
New
$100.59 - $103.47 $264K - $272K
2.63K $271K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
6.61K
New
$39.61 - $42.65 $262K - $282K
6.61K $269K
EMB
Ishares Tr

ETFs
2.79K
+ 26.6%
$88.64 - $92.03 $247K - $256K
13.3K $1.2M
MO
Altria Group, Inc.

Consumer Defensive
4.4K
New
$50.81 - $60.02 $223K - $264K
4.4K $263K
UNP
Union Pacific Corp

Industrials
884
+ 14.93%
$225.21 - $254.42 $199K - $225K
6.8K $1.61M
MS
Morgan Stanley

Financial Services
2.16K
New
$111.68 - $141.08 $241K - $305K
2.16K $251K
TGTX
Tg Therapeutics, Inc.

Healthcare
6.05K
New
$27.67 - $42.99 $167K - $260K
6.05K $238K
SPGI
S&P Global Inc.

Financial Services
374
+ 8.09%
$478.26 - $543.77 $179K - $203K
5K $2.54M
WFC
Wells Fargo & Company

Financial Services
3.11K
+ 41.39%
$66.78 - $81.42 $208K - $253K
10.6K $762K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
7.61K
+ 2.01%
$25.44 - $25.58 $194K - $195K
387K $9.88M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
1.76K
+ 3.7%
$34.34 - $38.51 $60.4K - $67.8K
49.3K $1.89M
CVS
Cvs Health Corp

Healthcare
3.36K
New
$44.22 - $68.64 $148K - $230K
3.36K $227K
SO
Southern CO

Utilities
2.46K
New
$80.96 - $92.96 $199K - $229K
2.46K $226K
BSX
Boston Scientific Corp

Healthcare
2.23K
New
$89.38 - $106.18 $200K - $237K
2.23K $225K
ABBV
Abb Vie Inc.

Healthcare
373
+ 8.12%
$169.2 - $216.66 $63.1K - $80.8K
4.96K $1.04M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
9.76K
+ 96.48%
$21.73 - $23.02 $212K - $225K
19.9K $448K
T
At&T Inc.

Communication Services
1.55K
+ 4.72%
$21.56 - $28.28 $33.4K - $43.8K
34.4K $972K
VEA
Vanguard Ftse Developed Market

ETFs
3.36K
+ 19.99%
$47.4 - $52.99 $159K - $178K
20.2K $1.03M
BP
Bp PLC

Energy
6.54K
New
$29.93 - $35.31 $196K - $231K
6.54K $221K
Activity Summary
Buys All Purchases 324 New Holdings 63 Increased Positions 261 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 3 Puts 0
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