Wealth Shield Partners, LLC Incresed Positions in Q2 2025

Wealth Shield Partners, LLC

  • $796 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
2.4K
+ 64.79%
$60.05 - $75.31 $144K - $181K
6.1K $459K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
5.51K
+ 57.24%
$28.35 - $31.3 $156K - $173K
15.1K $474K
PWR
Quanta Services, Inc.

Industrials
6
+ 0.41%
$239.47 - $381.26 $1.44K - $2.29K
1.47K $554K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
2.36K
+ 9.96%
$36.36 - $41.4 $85.8K - $97.7K
26.1K $1.08M
SPGI
S&P Global Inc.

Financial Services
124
+ 2.48%
$438.31 - $527.29 $54.4K - $65.4K
5.12K $2.7M
CRM
Salesforce, Inc.

Technology
415
+ 3.97%
$236.26 - $291.15 $98K - $121K
10.9K $2.96M
SLV
I Shares Silver Trust

ETFs
4.22K
+ 37.42%
$27.08 - $33.74 $114K - $142K
15.5K $508K
VBR
Vanguard Small Cap Value ETF

ETFs
39
+ 0.24%
$162.76 - $195.77 $6.35K - $7.64K
16.6K $3.23M
GE
General Electric CO

Industrials
131
+ 6.43%
$166.81 - $257.39 $21.9K - $33.7K
2.17K $558K
XOM
Exxon Mobil Corp

Energy
2.44K
+ 24.04%
$99.93 - $119.04 $243K - $290K
12.6K $1.35M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
495
+ 10.9%
$40.51 - $71.03 $20.1K - $35.2K
5.04K $354K
MA
Mastercard Inc

Financial Services
156
+ 4.28%
$479.92 - $590.74 $74.9K - $92.2K
3.8K $2.13M
AMD
Advanced Micro Devices Inc

Technology
102
+ 3.28%
$78.21 - $143.81 $7.98K - $14.7K
3.22K $456K
WDIV
Spdr S&P Global Dividend ETF

ETFs
494
+ 2.79%
$59.84 - $71.44 $29.6K - $35.3K
18.2K $1.28M
EFA
Ishares Tr Msci Eafe ETF

ETFs
356
+ 2.97%
$72.96 - $90.39 $26K - $32.2K
12.3K $1.1M
PCEF
Invesco Cef Income Composite E

ETFs
4.06K
+ 6.99%
$16.85 - $19.54 $68.4K - $79.3K
62.1K $1.21M
EMB
Ishares Tr

ETFs
964
+ 7.27%
$86.54 - $92.62 $83.4K - $89.3K
14.2K $1.32M
VIG
Vanguard Dividend Appreciation

ETFs
623
+ 1.13%
N/A
55.8K $10.2M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$105.2 - $141.69 $105 - $142
4.45K $630K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
985
+ 3.53%
$96.84 - $99.46 $95.4K - $98K
28.9K $2.87M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
906
+ 2.16%
$16.83 - $20.38 $15.2K - $18.5K
42.8K $872K
VONE
Vanguard Russell 1000 ETF

ETFs
149
+ 6.71%
$225.48 - $280.86 $33.6K - $41.8K
2.37K $665K
DIS
Walt Disney CO

Communication Services
390
+ 19.14%
$81.72 - $124.01 $31.9K - $48.4K
2.43K $301K
BAC
Bank Of America Corp

Financial Services
35
+ 0.22%
$34.39 - $47.46 $1.2K - $1.66K
16K $756K
PEG
Public Service Enterprise Group Inc

Utilities
477
+ 1.79%
$77.13 - $84.18 $36.8K - $40.2K
27.2K $2.29M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
979
+ 1812.96%
$91.43 - $91.74 $89.5K - $89.8K
1.03K $94K
VBK
Vanguard Small Cap Growth ETF

ETFs
38
+ 1.26%
$219.76 - $276.94 $8.35K - $10.5K
3.06K $846K
MBB
Ishares Tr

ETFs
851
+ 2.15%
$91.41 - $94.22 $77.8K - $80.2K
40.4K $3.8M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
3.45K
+ 6.42%
$17.5 - $18.46 $60.4K - $63.7K
57.2K $1.06M
EEM
Ishares Msci Emerging Markets

ETFs
422
+ 3.11%
$38.52 - $48.28 $16.3K - $20.4K
14K $674K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.97K
+ 7.23%
$48.13 - $49.85 $95K - $98.4K
29.3K $1.44M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
39
+ 0.21%
$32.66 - $40.75 $1.27K - $1.59K
19K $767K
IEFA
Ishares Tr

ETFs
107
+ 1.25%
$67.83 - $84.09 $7.26K - $9K
8.68K $724K
O
Realty Income Corp

Real Estate
1.45K
+ 4.9%
$52.27 - $58.52 $75.5K - $84.6K
31K $1.78M
IWR
Ishares Russell Mid Cap ETF

ETFs
395
+ 9.79%
$74.88 - $91.97 $29.6K - $36.3K
4.43K $407K
NEE
Nextera Energy Inc

Utilities
1.57K
+ 5.11%
$64.11 - $75.0 $101K - $118K
32.2K $2.24M
IWB
Ishares Tr Russell 1000 ETF

ETFs
166
+ 99.4%
$272.36 - $339.57 $45.2K - $56.4K
333 $113K
HON
Honeywell International Inc

Industrials
171
+ 17.05%
$182.86 - $232.88 $31.3K - $39.8K
1.17K $273K
EWJ
Ishares Msci Japan ETF

ETFs
387
+ 9.55%
$61.32 - $75.28 $23.7K - $29.1K
4.44K $332K
USCI
United States Commodity Index Funds Trust

ETFs
523
+ 4.22%
$65.22 - $76.24 $34.1K - $39.9K
12.9K $946K
RTX
Raytheon Technologies Corp

Industrials
95
+ 3.45%
$113.75 - $148.48 $10.8K - $14.1K
2.85K $416K
SUB
Ishares Short Term National Mu

ETFs
388
+ 5.45%
$104.77 - $106.34 $40.7K - $41.3K
7.51K $798K
FISV
Fiserv Inc

Technology
315
+ 2.66%
N/A
12.1K $1.52M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
996
+ 6.64%
$12.82 - $18.15 $12.8K - $18.1K
16K $268K
DVY
Ishares Tr

ETFs
285
+ 31.88%
$118.37 - $134.86 $33.7K - $38.4K
1.18K $156K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
1.04K
+ 73.62%
$23.44 - $28.85 $24.4K - $30K
2.46K $70K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
622
+ 18.97%
$47.89 - $48.65 $29.8K - $30.3K
3.9K $189K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18
+ 0.17%
$29.12 - $35.84 $524 - $645
10.4K $371K
INDA
Ishares Msci India Index Fund

ETFs
510
+ 278.69%
$49.13 - $55.86 $25.1K - $28.5K
693 $38K
Activity Summary
Buys All Purchases 214 New Holdings 45 Increased Positions 169 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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