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
FXH
First Tr Exchange Trd Fd Healt

ETFs
29
New
$102.5 - $112.02 $2.97K - $3.25K
29 $3K
TSLA
Tesla, Inc.

Consumer Cyclical
1.24K
+ 56.12%
$222.15 - $428.22 $276K - $532K
3.46K $895K
XLY
Select Sector Spdr Consumer Di

ETFs
25
+ 32.89%
$192.6 - $233.2 $4.82K - $5.83K
101 $19K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
139
+ 100.0%
$16.18 - $17.82 $2.25K - $2.48K
278 $4K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
28
+ 22.76%
$66.9 - $71.57 $1.87K - $2K
151 $10K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
30
+ 14.35%
$44.68 - $46.49 $1.34K - $1.39K
239 $11K
VO
Vanguard Mid Cap ETF

ETFs
47
+ 2.63%
$251.87 - $277.95 $11.8K - $13.1K
1.83K $473K
XMPT
Vaneck Cef Muni Income ETF

ETFs
68
+ 0.81%
$21.43 - $22.4 $1.46K - $1.52K
8.45K $182K
DIHP
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.28%
$25.1 - $27.85 $75.3 - $83.6
1.08K $28K
IRBO
Ishares Robotics & Artificial

ETFs
58
New
N/A
58 $1K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13
+ 0.77%
$40.79 - $42.32 $530 - $550
1.71K $71K
HYG
Ishares Tr

ETFs
17
+ 0.65%
$78.51 - $80.11 $1.33K - $1.36K
2.65K $208K
TFLO
Ishares Treasury Floating Rate

ETFs
19
+ 1.08%
$50.48 - $50.68 $959 - $963
1.79K $90K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.54%
$83.19 - $90.99 $166 - $182
370 $31K
Blackrock ETF Trust
13.4K
New
N/A
13.4K $0
Invesco Exchange Traded Fd T
61
New
N/A
61 $0
Blackrock ETF Trust Ii
2.6K
+ 5.75%
N/A
47.8K $0
USEP
Innovator U.S. Equity Ultra Bu
294
+ 5.54%
N/A
5.6K $0
PSEP
Innovator U.S. Equity Power Bu
4.3K
+ 656.49%
N/A
4.96K $0
Blackrock ETF Trust Ii
11.6K
New
N/A
11.6K $0
Innovator Etfs Trust
1.33K
+ 12.61%
N/A
11.9K $0
BAUG
Innovator U.S. Equity Buffer E
3.6K
+ 43.9%
N/A
11.8K $0
Innovator Etfs Trust
1.6K
New
N/A
1.6K $0
Ishares Bitcoin Trust ETF
6.57K
+ 25.46%
N/A
32.4K $0
LQDW
Ishares Tr Invt Grade Corporat
418
+ 2.09%
N/A
20.4K $0
Amplify ETF Tr
157
New
N/A
157 $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
8.52K
+ 3.1%
N/A
283K $0
FLQH
Franklin Templeton Libertyq In

ETFs
5
+ 0.1%
N/A
5.22K $0
EUSA
Ishares Msci Usa Equal Weighte

ETFs
77
+ 1.54%
$91.45 - $100.11 $7.04K - $7.71K
5.08K $475K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
95
+ 0.97%
$25.12 - $26.05 $2.39K - $2.47K
9.86K $248K
DUHP
Dimensional ETF Tr Dimensional

ETFs
9
+ 0.24%
$32.57 - $35.82 $293 - $322
3.78K $125K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
51
+ 2.09%
$34.83 - $38.02 $1.78K - $1.94K
2.49K $87K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
9
+ 0.18%
$16.76 - $17.69 $151 - $159
5.09K $85K
MINO
Pimco ETF Tr Municipal Income

ETFs
58
+ 0.43%
$44.44 - $45.83 $2.58K - $2.66K
13.7K $611K
SPMD
Spdr Portfolio

ETFs
4
+ 0.33%
$50.21 - $57.73 $201 - $231
1.23K $63K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2
+ 0.22%
$40.03 - $46.81 $80.1 - $93.6
920 $37K
FV
First Trust Dorsey Wright Focu

ETFs
2
+ 0.09%
$53.91 - $63.03 $108 - $126
2.16K $118K
DFSV
Dimensional ETF Tr Dimensional

ETFs
11
+ 0.28%
$27.56 - $32.1 $303 - $353
3.91K $110K
DIS
Walt Disney CO

Communication Services
136
+ 7.15%
$96.87 - $114.0 $13.2K - $15.5K
2.04K $201K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.19K
+ 4.29%
$64.88 - $72.1 $77.3K - $85.9K
28.9K $1.9M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.61K
+ 5.84%
$31.63 - $35.22 $51K - $56.8K
29.2K $933K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14
+ 0.14%
$32.42 - $36.13 $454 - $506
10.4K $341K
HBAN
Huntington Bancshares Inc

Financial Services
3
+ 0.02%
$14.28 - $17.39 $42.8 - $52.2
12.2K $182K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
175
+ 2.03%
$23.71 - $27.77 $4.15K - $4.86K
8.79K $208K
TFC
Truist Financial Corp

Financial Services
715
+ 2.79%
$39.48 - $48.15 $28.2K - $34.4K
26.3K $1.08M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
207
+ 2.45%
$51.45 - $58.51 $10.7K - $12.1K
8.65K $447K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
1.14K
+ 3.15%
$8.4 - $10.21 $9.59K - $11.7K
37.4K $315K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
911
+ 4.99%
$41.78 - $50.35 $38.1K - $45.9K
19.2K $823K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
92
+ 2.94%
$161.27 - $192.3 $14.8K - $17.7K
3.22K $519K
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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