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
MGK
Vanguard Mega Cap Growth ETF

ETFs
5.71K
+ 14.48%
$307.43 - $357.48 $1.75M - $2.04M
45.1K $13.9M
O
Realty Income Corp

Real Estate
4.91K
+ 19.94%
$51.67 - $58.49 $253K - $287K
29.5K $1.71M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.97K
+ 39.11%
$42.5 - $46.71 $339K - $372K
28.3K $1.28M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.36K
+ 0.76%
$44.72 - $46.25 $105K - $109K
314K $14.5M
IWM
Ishares Russell 2000 ETF

ETFs
2.39K
+ 50.74%
$198.1 - $229.79 $474K - $550K
7.11K $1.42M
KO
Coca Cola CO

Consumer Defensive
2.78K
+ 16.12%
$60.81 - $72.32 $169K - $201K
20K $1.43M
BAC
Bank Of America Corp

Financial Services
8.73K
+ 120.89%
$39.61 - $47.74 $346K - $417K
16K $665K
CRWD
Crowd Strike Holdings, Inc.

Technology
447
+ 2.72%
$308.86 - $455.36 $138K - $204K
16.9K $5.95M
XOM
Exxon Mobil Corp

Energy
1.98K
+ 24.26%
$105.44 - $118.93 $208K - $235K
10.1K $1.2M
BJUN
Innovator U.S. Equity Buffer E

ETFs
8.3K
+ 263.49%
N/A
11.5K $447K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.6K
+ 31.85%
$49.25 - $50.66 $325K - $334K
27.3K $1.35M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.12K
+ 1.47%
$25.77 - $27.6 $132K - $141K
354K $9.4M
ADI
Analog Devices Inc

Technology
1.95K
+ 24.03%
$201.56 - $243.82 $392K - $475K
10.1K $2.03M
VV
Vanguard Large Cap ETF

ETFs
1.22K
+ 203.52%
$253.32 - $282.66 $308K - $343K
1.81K $465K
XLF
Financial Sector Spdr

ETFs
4.77K
+ 13.03%
$47.32 - $52.19 $226K - $249K
41.4K $2.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.7K
+ 11.52%
$196.12 - $229.48 $332K - $389K
16.4K $3.32M
EMB
Ishares Tr

ETFs
2.79K
+ 26.6%
$88.64 - $92.03 $247K - $256K
13.3K $1.2M
UNP
Union Pacific Corp

Industrials
884
+ 14.93%
$225.21 - $254.42 $199K - $225K
6.8K $1.61M
SPGI
S&P Global Inc.

Financial Services
374
+ 8.09%
$478.26 - $543.77 $179K - $203K
5K $2.54M
WFC
Wells Fargo & Company

Financial Services
3.11K
+ 41.39%
$66.78 - $81.42 $208K - $253K
10.6K $762K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
7.61K
+ 2.01%
$25.44 - $25.58 $194K - $195K
387K $9.88M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
1.76K
+ 3.7%
$34.34 - $38.51 $60.4K - $67.8K
49.3K $1.89M
ABBV
Abb Vie Inc.

Healthcare
373
+ 8.12%
$169.2 - $216.66 $63.1K - $80.8K
4.96K $1.04M
T
At&T Inc.

Communication Services
1.55K
+ 4.72%
$21.56 - $28.28 $33.4K - $43.8K
34.4K $972K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
9.76K
+ 96.48%
$21.73 - $23.02 $212K - $225K
19.9K $448K
VEA
Vanguard Ftse Developed Market

ETFs
3.36K
+ 19.99%
$47.4 - $52.99 $159K - $178K
20.2K $1.03M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.8K
+ 3.54%
$71.17 - $73.66 $128K - $132K
52.5K $3.86M
JNJ
Johnson & Johnson

Healthcare
505
+ 9.22%
$142.06 - $167.7 $71.7K - $84.7K
5.98K $991K
MUB
Ishares National Muni Bond ETF

ETFs
2.56K
+ 3.77%
$104.71 - $107.69 $268K - $276K
70.6K $7.45M
AVDV
American Centy ETF Tr Avantis

ETFs
304
+ 0.83%
$63.74 - $71.96 $19.4K - $21.9K
37.1K $2.59M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.83K
+ 19.18%
$102.49 - $119.96 $393K - $460K
23.8K $2.49M
SMB
Vaneck Short Muni ETF

ETFs
10.9K
+ 218.68%
$17.08 - $17.25 $185K - $187K
15.8K $271K
VB
Vanguard Small Cap ETF

ETFs
1.08K
+ 34.06%
$217.89 - $252.64 $236K - $273K
4.26K $943K
PANW
Palo Alto Networks Inc

Technology
2.57K
+ 11.27%
$167.82 - $208.28 $430K - $534K
25.3K $4.32M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1
+ 0.0%
$75.32 - $84.77 $75.3 - $84.8
32.2K $2.63M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.61K
+ 0.54%
$22.46 - $23.26 $36.1K - $37.4K
302K $7M
PM
Philip Morris International Inc.

Consumer Defensive
412
+ 14.96%
$117.15 - $158.79 $48.3K - $65.4K
3.17K $502K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.74K
+ 102.72%
$87.68 - $94.52 $152K - $164K
3.43K $321K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.2K
+ 6.49%
$156.61 - $168.02 $187K - $201K
19.6K $3.15M
FNDF
Schwab Fundamental Intl Large

ETFs
2.3K
+ 7.88%
$32.9 - $37.45 $75.7K - $86.1K
31.5K $1.14M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
5.18K
+ 100.0%
$32.69 - $34.66 $169K - $179K
10.4K $343K
NEE
Nextera Energy Inc

Utilities
2.54K
+ 9.04%
$66.96 - $76.16 $170K - $194K
30.7K $2.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.29K
+ 7.65%
$27.01 - $28.54 $116K - $122K
60.4K $1.69M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1K
+ 3.73%
$95.85 - $99.25 $96.2K - $99.6K
27.9K $2.76M
PG
Procter & Gamble CO

Consumer Defensive
736
+ 7.44%
$158.56 - $176.26 $117K - $130K
10.6K $1.81M
AMZN
Amazon Com Inc

Consumer Cyclical
6.76K
+ 17.32%
$190.26 - $242.06 $1.29M - $1.64M
45.8K $8.71M
ABT
Abbott Laboratories

Healthcare
831
+ 45.31%
$111.1 - $140.22 $92.3K - $117K
2.67K $353K
MPC
Marathon Petroleum Corp

Energy
689
+ 10.82%
$134.72 - $159.03 $92.8K - $110K
7.06K $1.03M
PAUG
Innovator U.S. Equity Power Bu

ETFs
3.5K
+ 1000.0%
$37.4 - $39.42 $131K - $138K
3.85K $145K
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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