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
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
11.6K
New
$18.54 - $18.88 $215K - $219K
11.6K $216K
COP
Conocophillips

Energy
2.06K
New
$88.6 - $105.85 $183K - $218K
2.06K $216K
PSX
Phillips 66

Energy
1.73K
New
$113.93 - $131.55 $197K - $227K
1.73K $213K
ADBE
Adobe Inc.

Technology
554
New
$377.84 - $464.11 $209K - $257K
554 $212K
HON
Honeywell International Inc

Industrials
1K
New
$202.75 - $226.52 $203K - $227K
1K $212K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.8K
+ 3.54%
$71.17 - $73.66 $128K - $132K
52.5K $3.86M
JNJ
Johnson & Johnson

Healthcare
505
+ 9.22%
$142.06 - $167.7 $71.7K - $84.7K
5.98K $991K
AIG
American International Group, Inc.

Financial Services
2.31K
New
$70.5 - $86.94 $163K - $201K
2.31K $200K
BMAR
Innovator U.S. Equity Buffer E

ETFs
4.29K
New
$44.99 - $47.69 $193K - $205K
4.29K $195K
MUB
Ishares National Muni Bond ETF

ETFs
2.56K
+ 3.77%
$104.71 - $107.69 $268K - $276K
70.6K $7.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.83K
+ 19.18%
$102.49 - $119.96 $393K - $460K
23.8K $2.49M
SMB
Vaneck Short Muni ETF

ETFs
10.9K
+ 218.68%
$17.08 - $17.25 $185K - $187K
15.8K $271K
VB
Vanguard Small Cap ETF

ETFs
1.08K
+ 34.06%
$217.89 - $252.64 $236K - $273K
4.26K $943K
PANW
Palo Alto Networks Inc

Technology
2.57K
+ 11.27%
$167.82 - $208.28 $430K - $534K
25.3K $4.32M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1
+ 0.0%
$75.32 - $84.77 $75.3 - $84.8
32.2K $2.63M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.61K
+ 0.54%
$22.46 - $23.26 $36.1K - $37.4K
302K $7M
PM
Philip Morris International Inc.

Consumer Defensive
412
+ 14.96%
$117.15 - $158.79 $48.3K - $65.4K
3.17K $502K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.74K
+ 102.72%
$87.68 - $94.52 $152K - $164K
3.43K $321K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.2K
+ 6.49%
$156.61 - $168.02 $187K - $201K
19.6K $3.15M
FNDF
Schwab Fundamental Intl Large

ETFs
2.3K
+ 7.88%
$32.9 - $37.45 $75.7K - $86.1K
31.5K $1.14M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
5.18K
+ 100.0%
$32.69 - $34.66 $169K - $179K
10.4K $343K
NEE
Nextera Energy Inc

Utilities
2.54K
+ 9.04%
$66.96 - $76.16 $170K - $194K
30.7K $2.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.29K
+ 7.65%
$27.01 - $28.54 $116K - $122K
60.4K $1.69M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.11K
New
$49.42 - $50.43 $154K - $157K
3.11K $155K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1K
+ 3.73%
$95.85 - $99.25 $96.2K - $99.6K
27.9K $2.76M
PG
Procter & Gamble CO

Consumer Defensive
736
+ 7.44%
$158.56 - $176.26 $117K - $130K
10.6K $1.81M
AMZN
Amazon Com Inc

Consumer Cyclical
6.76K
+ 17.32%
$190.26 - $242.06 $1.29M - $1.64M
45.8K $8.71M
ABT
Abbott Laboratories

Healthcare
831
+ 45.31%
$111.1 - $140.22 $92.3K - $117K
2.67K $353K
MPC
Marathon Petroleum Corp

Energy
689
+ 10.82%
$134.72 - $159.03 $92.8K - $110K
7.06K $1.03M
PAUG
Innovator U.S. Equity Power Bu

ETFs
3.5K
+ 1000.0%
$37.4 - $39.42 $131K - $138K
3.85K $145K
PEG
Public Service Enterprise Group Inc

Utilities
2.24K
+ 9.17%
$78.2 - $90.39 $175K - $203K
26.7K $2.2M
AXP
American Express CO

Financial Services
556
+ 71.01%
$255.39 - $325.87 $142K - $181K
1.34K $360K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
3.28K
+ 1245.25%
$37.87 - $39.86 $124K - $131K
3.54K $134K
EFA
Ishares Tr Msci Eafe ETF

ETFs
664
+ 5.87%
$74.85 - $84.89 $49.7K - $56.4K
12K $978K
SBUX
Starbucks Corp

Consumer Cyclical
1.04K
+ 33.9%
$91.75 - $115.81 $95.3K - $120K
4.1K $402K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.58K
+ 150.93%
$47.33 - $47.92 $122K - $124K
4.3K $204K
CVX
Chevron Corp

Energy
130
+ 2.94%
$146.71 - $167.97 $19.1K - $21.8K
4.56K $762K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
2.77K
+ 5.2%
$34.23 - $36.9 $95K - $102K
56.1K $2M
ADP
Automatic Data Processing Inc

Industrials
341
+ 39.74%
$286.85 - $318.64 $97.8K - $109K
1.2K $366K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.49K
+ 1183.33%
$73.78 - $76.59 $110K - $114K
1.62K $123K
BSEP
Innovator U.S. Equity Buffer E

ETFs
2.7K
+ 448.84%
$41.28 - $44.23 $112K - $120K
3.3K $138K
PLTR
Palantir Technologies Inc.

Technology
955
+ 25.52%
$64.98 - $124.62 $62.1K - $119K
4.7K $396K
GE
General Electric CO

Industrials
272
+ 15.4%
$168.59 - $212.13 $45.9K - $57.7K
2.04K $407K
IBM
International Business Machines Corp

Technology
174
+ 7.59%
$217.4 - $264.74 $37.8K - $46.1K
2.47K $612K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
68
+ 0.06%
$25.81 - $28.52 $1.76K - $1.94K
110K $3.04M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.27K
+ 88.56%
$79.17 - $82.04 $100K - $104K
2.7K $220K
PEP
Pepsico Inc

Consumer Defensive
823
+ 8.55%
$142.64 - $156.42 $117K - $129K
10.4K $1.57M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
18.3K
New
$5.3 - $5.8 $96.8K - $106K
18.3K $102K
IXUS
Ishares Tr

ETFs
540
+ 3.14%
$65.06 - $72.31 $35.1K - $39K
17.8K $1.24M
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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