Wealth Shield Partners, LLC Incresed Positions in Q3 2025

Wealth Shield Partners, LLC

  • $839 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
801
+ 1.08%
$202.38 - $256.87 $162K - $206K
75K $19.1M
OEF
Ishares S&P 100 ETF

ETFs
12.5K
+ 68.28%
N/A
30.9K $8.23M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
34.8K
+ 15.15%
$54.35 - $59.32 $1.89M - $2.06M
264K $15.6M
ITA
Ishares Tr

ETFs
13.8K
+ 25600.0%
$184.73 - $209.26 $2.55M - $2.89M
13.9K $2.9M
MCD
Mcdonalds Corp

Consumer Cyclical
6.41K
+ 66.69%
$291.67 - $316.99 $1.87M - $2.03M
16K $4.87M
MGK
Vanguard Mega Cap Growth ETF

ETFs
128
+ 0.28%
$362.31 - $405.74 $46.4K - $51.9K
45.6K $18.4M
IAU
Ishares Gold Trust

ETFs
18.1K
+ 78.26%
$61.62 - $72.77 $1.11M - $1.32M
41.2K $3M
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
15.7K
+ 257.77%
$74.14 - $78.94 $1.17M - $1.24M
21.8K $1.69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.04K
+ 18.91%
$459.11 - $506.91 $935K - $1.03M
12.8K $6.44M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
10.3K
+ 24.27%
$98.52 - $103.93 $1.02M - $1.07M
52.9K $5.45M
SPYG
Spdr Portfolio

ETFs
7.32K
+ 22.14%
$94.33 - $105.31 $690K - $770K
40.4K $4.22M
NXPI
Nxp Semiconductors N.V.

Technology
3.12K
+ 23.8%
$205.16 - $239.07 $639K - $745K
16.2K $3.69M
CMI
Cummins Inc

Industrials
934
+ 20.6%
$327.85 - $426.39 $306K - $398K
5.47K $2.31M
VUG
Vanguard Growth ETF

ETFs
166
+ 0.93%
$433.97 - $484.08 $72K - $80.4K
18K $8.66M
TJX
Tjx Companies Inc

Consumer Cyclical
835
+ 2.55%
$121.35 - $144.54 $101K - $121K
33.6K $4.86M
IEMG
Ishares Inc

ETFs
14.2K
+ 5.3%
N/A
282K $15.1M
LHX
L3 Harris Technologies, Inc.

Industrials
52
+ 0.39%
$252.18 - $305.41 $13.1K - $15.9K
13.4K $4.08M
UNH
Unitedhealth Group Inc

Healthcare
1.08K
+ 10.76%
$237.77 - $353.61 $256K - $380K
11.1K $3.83M
MSFT
Microsoft Corp

Technology
87
+ 0.28%
$491.09 - $535.64 $42.7K - $46.6K
31.2K $16.2M
GLD
Spdr Gold Trust

ETFs
882
+ 12.63%
$300.96 - $355.47 $265K - $314K
7.86K $2.8M
XLK
Technology Sector Spdr

ETFs
68
+ 0.31%
$250.97 - $282.66 $17.1K - $19.2K
22K $6.19M
MGV
Vanguard Mega Cap Value

ETFs
1.36K
+ 1.94%
$129.46 - $137.85 $176K - $187K
71.3K $9.82M
HD
Home Depot, Inc.

Consumer Cyclical
193
+ 1.33%
$357.4 - $423.42 $69K - $81.7K
14.7K $5.95M
IJS
Ishares S&P Smallcap 600 Value

ETFs
4.39K
+ 70.36%
$98.99 - $112.2 $435K - $493K
10.6K $1.18M
SPGI
S&P Global Inc.

Financial Services
1.55K
+ 30.24%
$484.94 - $564.15 $751K - $873K
6.67K $3.24M
SCHV
Schwab Strategic Tr Us Large C

ETFs
104
+ 0.03%
$27.61 - $29.15 $2.87K - $3.03K
349K $10.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 0.26%
$617.65 - $666.84 $14.8K - $16K
9.37K $6.24M
CRM
Salesforce, Inc.

Technology
3.53K
+ 32.46%
$231.66 - $273.65 $817K - $965K
14.4K $3.41M
BNDX
Vanguard Total International B

ETFs
8.77K
+ 15.4%
$49.0 - $49.51 $430K - $434K
65.7K $3.25M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.65K
+ 2229.73%
$208.02 - $237.84 $343K - $392K
1.72K $403K
VBR
Vanguard Small Cap Value ETF

ETFs
730
+ 4.41%
$195.41 - $212.37 $143K - $155K
17.3K $3.61M
HPE
Hewlett Packard Enterprise CO

Technology
1.15K
+ 1.37%
$19.81 - $25.24 $22.8K - $29.1K
85.4K $2.1M
UBER
Uber Technologies, Inc

Technology
743
+ 1.3%
$86.91 - $99.57 $64.6K - $74K
58K $5.68M
CDNS
Cadence Design Systems Inc

Technology
39
+ 0.53%
$309.46 - $373.37 $12.1K - $14.6K
7.36K $2.58M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
232
+ 1.4%
$236.25 - $257.69 $54.8K - $59.8K
16.8K $4.31M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.49K
+ 3.3%
$90.83 - $93.81 $226K - $234K
78K $7.28M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.1K
+ 8.39%
$85.01 - $90.35 $263K - $280K
40K $3.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
139
+ 3.83%
$567.77 - $614.76 $78.9K - $85.5K
3.77K $2.31M
SLV
I Shares Silver Trust

ETFs
2.16K
+ 13.91%
$32.73 - $42.5 $70.5K - $91.6K
17.6K $747K
JNJ
Johnson & Johnson

Healthcare
88
+ 1.39%
$155.17 - $185.42 $13.7K - $16.3K
6.43K $1.19M
BA
Boeing CO

Industrials
911
+ 32.79%
$209.79 - $237.38 $191K - $216K
3.69K $796K
MPC
Marathon Petroleum Corp

Energy
37
+ 0.48%
$158.59 - $198.69 $5.87K - $7.35K
7.73K $1.49M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.58K
+ 30.37%
$89.29 - $100.17 $141K - $158K
6.77K $677K
CTRE
Care Trust Reit, Inc.

Real Estate
379
+ 0.79%
$30.29 - $34.8 $11.5K - $13.2K
48.4K $1.68M
BWX
Spdr Bloomberg International T

ETFs
9.02K
+ 3363.81%
$22.58 - $23.5 $204K - $212K
9.28K $213K
NEE
Nextera Energy Inc

Utilities
26
+ 0.08%
$69.77 - $77.54 $1.81K - $2.02K
32.3K $2.44M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.04K
+ 4.19%
$87.05 - $93.19 $90.2K - $96.5K
25.8K $2.4M
ETN
Eaton Corp PLC

Industrials
72
+ 0.79%
$342.99 - $392.76 $24.7K - $28.3K
9.24K $3.46M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
122
+ 0.43%
$72.65 - $78.68 $8.86K - $9.6K
28.6K $2.24M
Activity Summary
Buys All Purchases 213 New Holdings 24 Increased Positions 189 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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