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
QCOM
Qualcomm Inc

Technology
4
+ 0.09%
$124.66 - $159.48 $499 - $638
4.63K $737K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
189
+ 61.56%
$82.32 - $112.47 $15.6K - $21.3K
496 $55K
VTWO
Vanguard Russell 2000 ETF

ETFs
85
+ 3.51%
$70.56 - $87.22 $6K - $7.41K
2.51K $218K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1
+ 0.05%
$57.46 - $75.58 $57.5 - $75.6
1.84K $138K
HBAN
Huntington Bancshares Inc

Financial Services
53
+ 0.43%
$12.49 - $16.76 $662 - $888
12.2K $205K
PJUN
Innovator U.S. Equity Power Bu

ETFs
512
+ 155.15%
$34.48 - $39.76 $17.7K - $20.4K
842 $33K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
206
+ 3.66%
$77.94 - $79.5 $16.1K - $16.4K
5.84K $464K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
182
+ 1.04%
$82.21 - $83.12 $15K - $15.1K
17.8K $1.47M
DNN
Denison Mines Corp.

Energy
6K
+ 50.0%
$1.15 - $1.86 $6.9K - $11.2K
18K $32K
SBUX
Starbucks Corp

Consumer Cyclical
467
+ 11.38%
$79.69 - $99.41 $37.2K - $46.4K
4.57K $418K
LNG
Cheniere Energy, Inc.

Energy
6
+ 0.54%
$197.25 - $244.33 $1.18K - $1.47K
1.12K $273K
JEPI
J P Morgan Exchange Traded Fd

ETFs
267
+ 544.9%
$51.14 - $57.0 $13.7K - $15.2K
316 $17K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
520
+ 5.05%
$18.21 - $18.97 $9.47K - $9.86K
10.8K $205K
ABT
Abbott Laboratories

Healthcare
30
+ 1.13%
$123.95 - $138.08 $3.72K - $4.14K
2.7K $366K
MMM
3 M CO

Industrials
5
+ 0.24%
$126.09 - $154.15 $630 - $771
2.13K $324K
SO
Southern CO

Utilities
129
+ 5.24%
$84.91 - $92.56 $11K - $11.9K
2.59K $237K
RDVY
First Trust Rising Dividend Ac

ETFs
124
+ 20.67%
$51.6 - $62.74 $6.4K - $7.78K
724 $45K
TIP
Ishares Tr Tips Bd ETF

ETFs
99
+ 5.19%
$107.93 - $110.97 $10.7K - $11K
2.01K $220K
DUHP
Dimensional ETF Tr Dimensional

ETFs
12
+ 0.32%
$29.36 - $35.56 $352 - $427
3.79K $134K
FNDX
Schwab Fundamental U S Large C

ETFs
317
+ 16.85%
$20.84 - $24.54 $6.61K - $7.78K
2.2K $53K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
45
+ 1.36%
$22.61 - $26.12 $1.02K - $1.18K
3.34K $87K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
959
+ 9.78%
$483.48 - $539.8 $464K - $518K
10.8K $5.23M
VGIT
Vanguard Intermediate Term Tre

ETFs
107
+ 10.92%
$58.63 - $59.9 $6.27K - $6.41K
1.09K $65K
VCIT
Vanguard Intermediate Term Cor

ETFs
28
+ 1.04%
$79.56 - $82.92 $2.23K - $2.32K
2.73K $226K
FXI
Ishares Tr

ETFs
100
+ 20.0%
$29.59 - $37.41 $2.96K - $3.74K
600 $22K
DISV
Dimensional ETF Tr Dimensional

ETFs
19
+ 1.62%
$25.93 - $32.91 $493 - $625
1.19K $39K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
109
+ 17.08%
$40.82 - $43.14 $4.45K - $4.7K
747 $32K
DFSV
Dimensional ETF Tr Dimensional

ETFs
18
+ 0.46%
$24.21 - $29.47 $436 - $530
3.93K $115K
DIHP
Dimensional ETF Tr Dimensional

ETFs
12
+ 1.12%
$24.32 - $29.74 $292 - $357
1.09K $32K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
8
+ 1.61%
$53.69 - $67.27 $430 - $538
506 $34K
SPMD
Spdr Portfolio

ETFs
5
+ 0.41%
$44.89 - $54.38 $224 - $272
1.24K $67K
XLY
Select Sector Spdr Consumer Di

ETFs
6
+ 5.94%
$176.34 - $218.59 $1.06K - $1.31K
107 $23K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
32
+ 2.67%
$77.74 - $78.78 $2.49K - $2.52K
1.23K $96K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
27
+ 8.46%
$37.93 - $47.69 $1.02K - $1.29K
346 $16K
MID
American Centy ETF Tr Mid Cap

Technology
1
+ 0.47%
$49.7 - $66.04 $49.7 - $66
212 $14K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
18
+ 1.31%
$121.58 - $136.74 $2.19K - $2.46K
1.39K $188K
SPSB
Spdr Portfolio Short Term Corp

ETFs
120
+ 60.0%
$29.82 - $30.19 $3.58K - $3.62K
320 $9K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3
+ 0.33%
$35.35 - $42.68 $106 - $128
923 $39K
PSX
Phillips 66

Energy
83
+ 4.81%
$92.87 - $125.73 $7.71K - $10.4K
1.81K $215K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
632
+ 1.9%
$18.94 - $21.67 $12K - $13.7K
33.9K $716K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
20
+ 1.17%
$41.1 - $42.37 $822 - $847
1.73K $73K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4
+ 0.25%
$75.05 - $77.34 $300 - $309
1.62K $125K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
148
+ 48.21%
$10.78 - $11.28 $1.6K - $1.67K
455 $5K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
21
+ 0.46%
$23.13 - $24.23 $486 - $509
4.62K $111K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
27
+ 36.0%
$31.58 - $37.56 $853 - $1.01K
102 $3K
Blackrock ETF Trust
137K
+ 1020.67%
N/A
150K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
2.18K
+ 0.77%
N/A
285K $0
Ishares Bitcoin Trust ETF
834
+ 2.58%
N/A
33.2K $0
Blackrock ETF Trust Ii
208
+ 1.79%
N/A
11.8K $0
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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