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
CRM
Salesforce, Inc.

Technology
1.88K
+ 21.98%
$268.36 - $359.95 $505K - $677K
10.4K $2.8M
FCNCA
First Citizens Bancshares Inc

Financial Services
11
+ 3.16%
$1728.36 - $2231.14 $19K - $24.5K
359 $665K
VBK
Vanguard Small Cap Growth ETF

ETFs
21
+ 0.7%
$247.97 - $296.33 $5.21K - $6.22K
3.02K $759K
VBR
Vanguard Small Cap Value ETF

ETFs
570
+ 3.57%
$183.02 - $207.75 $104K - $118K
16.5K $3.08M
PWR
Quanta Services, Inc.

Industrials
15
+ 1.04%
$236.71 - $358.03 $3.55K - $5.37K
1.46K $371K
NUSC
Nuveen Esg Small Cap ETF

ETFs
185
+ 0.53%
$37.9 - $43.9 $7.01K - $8.12K
34.8K $1.33M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.41K
+ 1.34%
$25.58 - $29.24 $36K - $41.2K
106K $2.79M
SCHX
Schwab Strategic Tr Us Large C

ETFs
428
+ 0.36%
$21.75 - $24.28 $9.31K - $10.4K
119K $2.62M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.18K
+ 2.08%
$23.16 - $27.04 $50.6K - $59K
107K $2.51M
VUG
Vanguard Growth ETF

ETFs
1.15K
+ 7.21%
$369.1 - $427.61 $424K - $492K
17.1K $6.34M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
601
+ 0.66%
$75.47 - $84.24 $45.4K - $50.6K
91.6K $7.05M
IWF
Ishares Russell 1000 Gr ETF

ETFs
300
+ 3.15%
$360.07 - $417.26 $108K - $125K
9.83K $3.55M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
600
+ 1.13%
$80.73 - $94.96 $48.4K - $57K
53.7K $4.46M
DLR
Digital Realty Trust, Inc.

Real Estate
882
+ 5.69%
$142.1 - $183.56 $125K - $162K
16.4K $2.35M
IYW
Ishares Dj Us Tech ETF

ETFs
576
+ 2.15%
$140.44 - $166.79 $80.9K - $96.1K
27.4K $3.84M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
920
+ 1.31%
$77.91 - $92.26 $71.7K - $84.9K
71K $5.64M
GOOGL
Alphabet Inc.

Communication Services
5.99K
+ 14.44%
$154.33 - $206.19 $924K - $1.23M
47.4K $7.34M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
394
+ 0.18%
$48.06 - $53.73 $18.9K - $21.2K
224K $10.9M
IWC
Russell Micro Cap ETF

ETFs
168
+ 0.57%
$110.91 - $133.46 $18.6K - $22.4K
29.4K $3.26M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
170
+ 0.25%
$77.33 - $90.16 $13.1K - $15.3K
67K $5.26M
AVGO
Broadcom Inc.

Technology
2.3K
+ 14.04%
$167.43 - $244.7 $386K - $564K
18.7K $3.13M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.07K
+ 3.93%
$92.45 - $106.69 $561K - $647K
160K $14.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.78K
+ 1.71%
$24.91 - $29.02 $244K - $284K
581K $14.6M
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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