Wealth Shield Partners, LLC Incresed Positions in Q3 2024

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
4.05K
+ 137.14%
$107.62 - $118.76 $436K - $481K
7.01K $824K
MSFT
Microsoft Corp

Technology
2K
+ 8.43%
$395.15 - $467.56 $790K - $934K
25.7K $11.1M
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
13.7K
+ 96.6%
$28.67 - $32.82 $392K - $448K
27.8K $878K
CME
Cme Group Inc.

Financial Services
471
+ 3.22%
$193.43 - $220.62 $91.1K - $104K
15.1K $3.33M
V
Visa Inc.

Financial Services
1.08K
+ 8.68%
$253.74 - $291.56 $275K - $316K
13.6K $3.73M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
11.2K
+ 30.12%
$33.02 - $35.03 $369K - $391K
48.2K $1.69M
MSI
Motorola Solutions, Inc.

Technology
168
+ 3.04%
$385.65 - $450.49 $64.8K - $75.7K
5.7K $2.56M
SPGI
S&P Global Inc.

Financial Services
219
+ 4.94%
$446.32 - $527.38 $97.7K - $115K
4.65K $2.4M
JCI
Johnson Controls International PLC

Industrials
1.48K
+ 5.45%
$65.52 - $77.61 $97.2K - $115K
28.7K $2.23M
VZ
Verizon Communications Inc

Communication Services
3.06K
+ 4.24%
$38.89 - $45.0 $119K - $138K
75.2K $3.38M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.42K
+ 36.66%
$57.32 - $62.65 $311K - $340K
20.2K $1.26M
VOE
Vanguard Mid Cap Value Index F

ETFs
535
+ 3.04%
$149.02 - $167.67 $79.7K - $89.7K
18.2K $3.04M
VUG
Vanguard Growth ETF

ETFs
619
+ 3.97%
$341.08 - $391.94 $211K - $243K
16.2K $6.22M
COST
Costco Wholesale Corp

Consumer Defensive
243
+ 6.05%
$801.83 - $917.05 $195K - $223K
4.26K $3.77M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
5.94K
+ 10.47%
$33.62 - $38.33 $200K - $228K
62.7K $2.36M
MCD
Mcdonalds Corp

Consumer Cyclical
361
+ 7.27%
$245.82 - $304.51 $88.7K - $110K
5.33K $1.62M
AVDV
American Centy ETF Tr Avantis

ETFs
750
+ 1.43%
$62.52 - $71.12 $46.9K - $53.3K
53.3K $3.77M
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.87K
+ 31.85%
$50.32 - $50.75 $345K - $348K
28.4K $1.44M
USFR
Wisdomtree Floating Rate Treas

ETFs
6.33K
+ 19.99%
$50.2 - $50.48 $318K - $320K
38K $1.91M
VO
Vanguard Mid Cap ETF

ETFs
1.11K
+ 113.25%
$237.84 - $263.83 $264K - $293K
2.09K $551K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
394
+ 10.23%
$475.2 - $527.7 $187K - $208K
4.24K $2.24M
PANW
Palo Alto Networks Inc

Technology
805
+ 7.4%
$294.18 - $368.01 $237K - $296K
11.7K $4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
736
+ 2.0%
$89.91 - $101.33 $66.2K - $74.6K
37.5K $3.68M
UNP
Union Pacific Corp

Industrials
786
+ 14.2%
$221.78 - $256.09 $174K - $201K
6.32K $1.56M
VOT
Vanguard Mid Cap Growth Index

ETFs
585
+ 5.52%
$218.05 - $243.47 $128K - $142K
11.2K $2.72M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.11K
+ 28.44%
$30.61 - $34.92 $187K - $213K
27.6K $951K
STE
Steris PLC

Healthcare
466
+ 6.45%
$213.51 - $247.14 $99.5K - $115K
7.69K $1.87M
GOOG
Alphabet Inc.

Communication Services
2.14K
+ 38.3%
$149.54 - $192.66 $320K - $412K
7.73K $1.29M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.36K
+ 9.52%
$100.75 - $111.62 $137K - $152K
15.7K $1.71M
IEF
Ishares Barclays

ETFs
1.32K
+ 5.77%
$92.67 - $99.14 $122K - $131K
24.2K $2.37M
XLF
Financial Sector Spdr

ETFs
2.24K
+ 7.32%
$40.84 - $45.74 $91.5K - $102K
32.8K $1.49M
TSLA
Tesla, Inc.

Consumer Cyclical
329
+ 15.02%
$191.76 - $263.26 $63.1K - $86.6K
2.52K $659K
VEA
Vanguard Ftse Developed Market

ETFs
3.53K
+ 30.82%
$47.6 - $53.31 $168K - $188K
15K $790K
KO
Coca Cola CO

Consumer Defensive
1.2K
+ 7.15%
$62.69 - $73.01 $75.3K - $87.7K
18K $1.29M
SCHA
Schwab Strategic Tr Us Small C

ETFs
69
+ 0.13%
$46.9 - $51.96 $3.24K - $3.59K
52.2K $2.69M
IFRA
Ishares Tr

ETFs
2.18K
+ 9.7%
$41.55 - $46.97 $90.5K - $102K
24.6K $1.16M
BJUN
Innovator U.S. Equity Buffer E

ETFs
5.15K
+ 163.49%
$39.1 - $39.1 $201K - $201K
8.3K $324K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.98K
+ 6.66%
$37.61 - $41.72 $74.4K - $82.5K
31.7K $1.32M
MBB
Ishares Tr

ETFs
444
+ 1.14%
$90.85 - $96.66 $40.3K - $42.9K
39.5K $3.78M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
900
+ 47.34%
$175.46 - $203.3 $158K - $183K
2.8K $567K
XLU
Utilities Sector Spdr

ETFs
250
+ 1.78%
$67.67 - $80.78 $16.9K - $20.2K
14.3K $1.15M
VB
Vanguard Small Cap ETF

ETFs
585
+ 21.95%
$214.77 - $237.72 $126K - $139K
3.25K $770K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
71
+ 0.21%
$75.47 - $83.18 $5.36K - $5.91K
33.8K $2.81M
VTI
Vanguard Total Stock Market Et

ETFs
448
+ 13.64%
$255.18 - $283.2 $114K - $127K
3.73K $1.06M
UPS
United Parcel Service Inc

Industrials
1.26K
+ 55.79%
$123.32 - $147.38 $155K - $185K
3.51K $478K
EEM
Ishares Msci Emerging Markets

ETFs
2.64K
+ 19.74%
$40.42 - $46.7 $107K - $123K
16K $735K
WDIV
Spdr S&P Global Dividend ETF

ETFs
627
+ 3.86%
$59.25 - $67.03 $37.1K - $42K
16.9K $1.12M
BMY
Bristol Myers Squibb CO

Healthcare
1.36K
+ 14.71%
$39.66 - $51.75 $54.1K - $70.5K
10.6K $549K
WFC
Wells Fargo & Company

Financial Services
3.17K
+ 48.04%
$51.58 - $60.97 $163K - $193K
9.76K $551K
Activity Summary
Buys All Purchases 262 New Holdings 41 Increased Positions 221 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 1 Puts 1
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