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
UPS
United Parcel Service Inc

Industrials
1.28K
+ 47.76%
$109.66 - $136.26 $140K - $174K
3.95K $434K
SNPS
Synopsys Inc

Technology
647
+ 20.08%
$428.58 - $551.54 $277K - $357K
3.87K $1.66M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
235
+ 36.1%
$408.78 - $448.82 $96.1K - $105K
886 $372K
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.27K
+ 665.98%
$39.81 - $42.17 $90.4K - $95.8K
2.61K $104K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
2.98K
+ 38.13%
$32.13 - $33.82 $95.8K - $101K
10.8K $350K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.09K
+ 41.09%
$30.73 - $32.26 $94.9K - $99.6K
10.6K $325K
WOLF
Wolfspeed, Inc.

Technology
28.4K
New
$2.59 - $7.48 $73.5K - $212K
28.4K $86K
ITB
Ishares Tr

ETFs
900
New
$93.86 - $111.45 $84.5K - $100K
900 $85K
IEFA
Ishares Tr

ETFs
552
+ 6.89%
$69.57 - $78.65 $38.4K - $43.4K
8.57K $648K
YUM
Yum Brands Inc

Consumer Cyclical
121
+ 4.34%
$123.25 - $162.53 $14.9K - $19.7K
2.91K $457K
NJUL
Innovator Growth 100 Power Buf

Technology
1.34K
New
$59.98 - $64.86 $80.1K - $86.7K
1.34K $80K
WDIV
Spdr S&P Global Dividend ETF

ETFs
437
+ 2.53%
$60.51 - $66.3 $26.4K - $29K
17.7K $1.15M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.12K
+ 86.11%
$80.08 - $92.93 $89.8K - $104K
2.43K $195K
TOI
Oncology Institute, Inc.

Healthcare
70.2K
New
$0.29 - $1.26 $20.3K - $88.4K
70.2K $79K
USCI
United States Commodity Index Funds Trust

ETFs
63
+ 0.51%
$66.48 - $72.3 $4.19K - $4.55K
12.4K $893K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
5.73K
+ 11.09%
$10.47 - $10.92 $60K - $62.6K
57.4K $615K
USA
Liberty All Star Equity Fund

Financial Services
12.1K
+ 84.18%
$6.41 - $7.32 $77.4K - $88.4K
26.4K $173K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.22K
+ 234.75%
$58.32 - $65.09 $70.9K - $79.1K
1.73K $104K
RTX
Raytheon Technologies Corp

Industrials
207
+ 8.12%
$114.1 - $135.66 $23.6K - $28.1K
2.76K $365K
XLU
Utilities Sector Spdr

ETFs
334
+ 2.38%
$74.7 - $80.27 $24.9K - $26.8K
14.4K $1.13M
VT
Vanguard Total World Stk Index

ETFs
630
+ 26.43%
$115.08 - $123.97 $72.5K - $78.1K
3.01K $349K
PDP
Invesco Exchange Traded Fd Tr

ETFs
700
New
$96.95 - $116.13 $67.9K - $81.3K
700 $69K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11.3K
+ 22.9%
$47.79 - $59.89 $540K - $676K
60.6K $3.04M
FCX
Freeport Mcmoran Inc

Basic Materials
1.81K
New
$34.5 - $43.01 $62.4K - $77.8K
1.81K $68K
CAT
Caterpillar Inc

Industrials
293
+ 33.41%
$326.75 - $407.63 $95.7K - $119K
1.17K $385K
CDNS
Cadence Design Systems Inc

Technology
1.24K
+ 23.11%
$233.96 - $324.52 $289K - $401K
6.59K $1.67M
GS
Goldman Sachs Group Inc

Financial Services
145
+ 24.05%
$524.81 - $672.19 $76.1K - $97.5K
748 $408K
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.8K
+ 136.67%
$35.21 - $37.69 $63.4K - $67.8K
3.12K $111K
JETS
ETF Ser Solutions U S Global J

ETFs
3K
New
$20.77 - $26.81 $62.3K - $80.4K
3K $62K
IWV
Ishares Russell 3000 ETF

ETFs
202
+ 56.27%
$313.1 - $349.83 $63.2K - $70.7K
561 $178K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.97K
+ 5.13%
$22.42 - $23.22 $44.1K - $45.7K
40.4K $931K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.81K
+ 5.76%
$20.2 - $22.24 $36.6K - $40.3K
33.2K $714K
BMY
Bristol Myers Squibb CO

Healthcare
82
+ 0.77%
$53.9 - $63.11 $4.42K - $5.18K
10.8K $656K
IYE
Ishares Tr

ETFs
990
+ 171.58%
$45.23 - $49.95 $44.8K - $49.5K
1.57K $77K
CSCO
Cisco Systems, Inc.

Technology
634
+ 15.92%
$58.74 - $64.87 $37.2K - $41.1K
4.62K $284K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
942
+ 142.08%
$51.26 - $52.53 $48.3K - $49.5K
1.61K $82K
FISV
Fiserv Inc

Technology
367
+ 3.2%
N/A
11.8K $1.48M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
400
+ 2.33%
$81.83 - $82.73 $32.7K - $33.1K
17.6K $1.45M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
1.03K
+ 2.53%
$17.03 - $18.6 $17.6K - $19.2K
41.9K $770K
LNG
Cheniere Energy, Inc.

Energy
117
+ 11.7%
$209.32 - $253.66 $24.5K - $29.7K
1.12K $258K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
858
+ 2.46%
$49.78 - $53.19 $42.7K - $45.6K
35.7K $1.82M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
138
+ 0.51%
$73.11 - $77.43 $10.1K - $10.7K
27.2K $2.06M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.56K
+ 6.17%
$48.02 - $53.02 $75K - $82.8K
26.9K $1.33M
MMM
3 M CO

Industrials
13
+ 0.62%
$129.7 - $155.12 $1.69K - $2.02K
2.13K $312K
HD
Home Depot, Inc.

Consumer Cyclical
908
+ 6.99%
$347.25 - $424.87 $315K - $386K
13.9K $5.09M
LOW
Lowes Companies Inc

Consumer Cyclical
220
+ 25.2%
$222.66 - $268.42 $49K - $59.1K
1.09K $254K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
296
+ 8.69%
$59.67 - $68.53 $17.7K - $20.3K
3.7K $245K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
1.41K
New
$22.45 - $26.94 $31.7K - $38.1K
1.41K $36K
PID
Invesco Exchange Traded Fd Tr

ETFs
1.87K
+ 4.77%
N/A
41.1K $733K
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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