Wealth Shield Partners, LLC Incresed Positions in Q1 2025

Wealth Shield Partners, LLC

  • $761 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
54.5K
+ 73.69%
$106.98 - $149.43 $5.83M - $8.15M
129K $13.9M
WMT
Walmart Inc.

Consumer Defensive
46.1K
+ 87.32%
$84.5 - $105.05 $3.9M - $4.85M
99K $8.69M
IVE
Ishares S&P 500 Value ETF

ETFs
17.4K
+ 45.95%
$185.78 - $198.58 $3.23M - $3.45M
55.2K $10.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.12K
+ 120.5%
$551.42 - $612.93 $3.37M - $3.75M
11.2K $6.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.29K
+ 116.85%
$442.66 - $534.52 $2.34M - $2.82M
9.81K $5.22M
TT
Trane Technologies PLC

Industrials
9.28K
+ 94.06%
$332.0 - $400.86 $3.08M - $3.72M
19.1K $6.45M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
25.6K
+ 85.16%
$97.38 - $104.52 $2.49M - $2.67M
55.6K $5.68M
MSI
Motorola Solutions, Inc.

Technology
5.89K
+ 109.86%
$411.73 - $482.1 $2.43M - $2.84M
11.3K $4.93M
OEF
Ishares S&P 100 ETF

ETFs
8.37K
+ 373.08%
N/A
10.6K $2.82M
JCI
Johnson Controls International PLC

Industrials
25.8K
+ 92.41%
$76.12 - $90.6 $1.96M - $2.33M
53.6K $4.3M
NXPI
Nxp Semiconductors N.V.

Technology
9.91K
+ 97.82%
$189.99 - $245.86 $1.88M - $2.44M
20K $3.81M
MSFT
Microsoft Corp

Technology
7.25K
+ 30.26%
$375.39 - $447.2 $2.72M - $3.24M
31.2K $11.7M
IEMG
Ishares Inc

ETFs
28.7K
+ 17.38%
N/A
194K $10.4M
DGRO
Ishares Core Dividend Growth E

ETFs
22.8K
+ 13.58%
$60.46 - $64.42 $1.38M - $1.47M
191K $11.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.8K
+ 18.92%
$168.16 - $186.21 $1.82M - $2.01M
67.9K $11.6M
IVV
Ishares Core S&P 500 ETF

ETFs
5.37K
+ 9.05%
$554.06 - $615.85 $2.97M - $3.31M
64.7K $36.3M
CTRE
Care Trust Reit, Inc.

Real Estate
45.9K
+ 93.45%
$24.93 - $29.13 $1.14M - $1.34M
95K $2.72M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.94K
+ 286.01%
$468.34 - $539.52 $1.38M - $1.59M
3.97K $1.86M
HEFA
Ishares Currency Hedged Msci E

ETFs
36.2K
+ 624.82%
$34.83 - $37.52 $1.26M - $1.36M
42K $1.52M
MRK
Merck & Co., Inc.

Healthcare
16.4K
+ 81.3%
$83.01 - $101.02 $1.37M - $1.66M
36.7K $3.29M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
17.5K
+ 874.25%
$63.07 - $73.5 $1.1M - $1.29M
19.5K $1.37M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.91K
+ 0.34%
$18.36 - $20.51 $53.4K - $59.6K
866K $17.1M
VIG
Vanguard Dividend Appreciation

ETFs
5.55K
+ 11.19%
N/A
55.1K $10M
DUK
Duke Energy Corp

Utilities
5.84K
+ 29.88%
$105.87 - $121.97 $618K - $712K
25.4K $3.09M
IAU
Ishares Gold Trust

ETFs
14.2K
+ 109.12%
$49.74 - $58.96 $706K - $836K
27.2K $1.6M
AAPL
Apple Inc.

Technology
11.7K
+ 19.82%
$209.68 - $247.1 $2.46M - $2.9M
70.8K $15.7M
NFLX
Netflix Inc

Communication Services
756
+ 15.45%
$828.4 - $1058.6 $626K - $800K
5.65K $5.27M
GLD
Spdr Gold Trust

ETFs
2.38K
+ 50.52%
$243.19 - $288.14 $578K - $685K
7.08K $2.04M
AMT
American Tower Corp

Real Estate
2.44K
+ 23.09%
$173.46 - $217.6 $423K - $531K
13K $2.83M
V
Visa Inc.

Financial Services
1.2K
+ 9.03%
$306.92 - $362.71 $367K - $433K
14.4K $5.05M
MGV
Vanguard Mega Cap Value

ETFs
4.7K
+ 7.33%
$123.61 - $133.01 $581K - $625K
68.8K $8.87M
JPM
Jpmorgan Chase & CO

Financial Services
2.77K
+ 9.45%
$225.19 - $279.95 $623K - $774K
32K $7.85M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.53K
+ 6.32%
$142.8 - $176.36 $218K - $270K
25.7K $4.44M
UNH
Unitedhealth Group Inc

Healthcare
1.14K
+ 14.69%
$461.52 - $548.18 $528K - $627K
8.93K $4.68M
CME
Cme Group Inc.

Financial Services
711
+ 4.65%
$225.82 - $266.54 $161K - $190K
16K $4.25M
HPE
Hewlett Packard Enterprise CO

Technology
63.8K
+ 119.8%
$14.77 - $24.42 $942K - $1.56M
117K $1.8M
FIS
Fidelity National Information Services, Inc.

Technology
11K
+ 39.9%
$68.12 - $83.42 $747K - $915K
38.5K $2.87M
VTV
Vanguard Value ETF

ETFs
2.01K
+ 2.89%
$167.73 - $179.21 $336K - $359K
71.4K $12.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6.72K
+ 29.72%
$126.86 - $146.45 $853K - $984K
29.3K $3.73M
MCD
Mcdonalds Corp

Consumer Cyclical
1.46K
+ 32.17%
$279.74 - $321.29 $409K - $469K
6K $1.87M
TJX
Tjx Companies Inc

Consumer Cyclical
3.82K
+ 14.21%
$112.81 - $126.16 $431K - $482K
30.7K $3.74M
VZ
Verizon Communications Inc

Communication Services
1.88K
+ 2.51%
$37.81 - $46.49 $70.9K - $87.2K
76.5K $3.47M
META
Meta Platforms, Inc.

Communication Services
1.05K
+ 11.31%
$576.36 - $736.67 $607K - $776K
10.4K $5.98M
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
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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