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
PEG
Public Service Enterprise Group Inc

Utilities
2.24K
+ 9.17%
$78.2 - $90.39 $175K - $203K
26.7K $2.2M
AXP
American Express CO

Financial Services
556
+ 71.01%
$255.39 - $325.87 $142K - $181K
1.34K $360K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
3.28K
+ 1245.25%
$37.87 - $39.86 $124K - $131K
3.54K $134K
SBUX
Starbucks Corp

Consumer Cyclical
1.04K
+ 33.9%
$91.75 - $115.81 $95.3K - $120K
4.1K $402K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.58K
+ 150.93%
$47.33 - $47.92 $122K - $124K
4.3K $204K
EFA
Ishares Tr Msci Eafe ETF

ETFs
664
+ 5.87%
$74.85 - $84.89 $49.7K - $56.4K
12K $978K
CVX
Chevron Corp

Energy
130
+ 2.94%
$146.71 - $167.97 $19.1K - $21.8K
4.56K $762K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
2.77K
+ 5.2%
$34.23 - $36.9 $95K - $102K
56.1K $2M
ADP
Automatic Data Processing Inc

Industrials
341
+ 39.74%
$286.85 - $318.64 $97.8K - $109K
1.2K $366K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.49K
+ 1183.33%
$73.78 - $76.59 $110K - $114K
1.62K $123K
PLTR
Palantir Technologies Inc.

Technology
955
+ 25.52%
$64.98 - $124.62 $62.1K - $119K
4.7K $396K
GE
General Electric CO

Industrials
272
+ 15.4%
$168.59 - $212.13 $45.9K - $57.7K
2.04K $407K
IBM
International Business Machines Corp

Technology
174
+ 7.59%
$217.4 - $264.74 $37.8K - $46.1K
2.47K $612K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
68
+ 0.06%
$25.81 - $28.52 $1.76K - $1.94K
110K $3.04M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.27K
+ 88.56%
$79.17 - $82.04 $100K - $104K
2.7K $220K
PEP
Pepsico Inc

Consumer Defensive
823
+ 8.55%
$142.64 - $156.42 $117K - $129K
10.4K $1.57M
IXUS
Ishares Tr

ETFs
540
+ 3.14%
$65.06 - $72.31 $35.1K - $39K
17.8K $1.24M
UPS
United Parcel Service Inc

Industrials
1.28K
+ 47.76%
$109.66 - $136.26 $140K - $174K
3.95K $434K
SNPS
Synopsys Inc

Technology
647
+ 20.08%
$428.58 - $551.54 $277K - $357K
3.87K $1.66M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
235
+ 36.1%
$408.78 - $448.82 $96.1K - $105K
886 $372K
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.27K
+ 665.98%
$39.81 - $42.17 $90.4K - $95.8K
2.61K $104K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
2.98K
+ 38.13%
$32.13 - $33.82 $95.8K - $101K
10.8K $350K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.09K
+ 41.09%
$30.73 - $32.26 $94.9K - $99.6K
10.6K $325K
IEFA
Ishares Tr

ETFs
552
+ 6.89%
$69.57 - $78.65 $38.4K - $43.4K
8.57K $648K
YUM
Yum Brands Inc

Consumer Cyclical
121
+ 4.34%
$123.25 - $162.53 $14.9K - $19.7K
2.91K $457K
AVSD
American Centy ETF Tr Avantis

ETFs
1K
+ 19.23%
$54.89 - $62.11 $54.9K - $62.1K
6.2K $371K
WDIV
Spdr S&P Global Dividend ETF

ETFs
437
+ 2.53%
$60.51 - $66.3 $26.4K - $29K
17.7K $1.15M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.12K
+ 86.11%
$80.08 - $92.93 $89.8K - $104K
2.43K $195K
USCI
United States Commodity Index Funds Trust

ETFs
63
+ 0.51%
$66.48 - $72.3 $4.19K - $4.55K
12.4K $893K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
5.73K
+ 11.09%
$10.47 - $10.92 $60K - $62.6K
57.4K $615K
USA
Liberty All Star Equity Fund

Financial Services
12.1K
+ 84.18%
$6.41 - $7.32 $77.4K - $88.4K
26.4K $173K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.22K
+ 234.75%
$58.32 - $65.09 $70.9K - $79.1K
1.73K $104K
XLU
Utilities Sector Spdr

ETFs
334
+ 2.38%
$74.7 - $80.27 $24.9K - $26.8K
14.4K $1.13M
RTX
Raytheon Technologies Corp

Industrials
207
+ 8.12%
$114.1 - $135.66 $23.6K - $28.1K
2.76K $365K
VT
Vanguard Total World Stk Index

ETFs
630
+ 26.43%
$115.08 - $123.97 $72.5K - $78.1K
3.01K $349K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11.3K
+ 22.9%
$47.79 - $59.89 $540K - $676K
60.6K $3.04M
CAT
Caterpillar Inc

Industrials
293
+ 33.41%
$326.75 - $407.63 $95.7K - $119K
1.17K $385K
CDNS
Cadence Design Systems Inc

Technology
1.24K
+ 23.11%
$233.96 - $324.52 $289K - $401K
6.59K $1.67M
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.8K
+ 136.67%
$35.21 - $37.69 $63.4K - $67.8K
3.12K $111K
GS
Goldman Sachs Group Inc

Financial Services
145
+ 24.05%
$524.81 - $672.19 $76.1K - $97.5K
748 $408K
IWV
Ishares Russell 3000 ETF

ETFs
202
+ 56.27%
$313.1 - $349.83 $63.2K - $70.7K
561 $178K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.97K
+ 5.13%
$22.42 - $23.22 $44.1K - $45.7K
40.4K $931K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.81K
+ 5.76%
$20.2 - $22.24 $36.6K - $40.3K
33.2K $714K
BMY
Bristol Myers Squibb CO

Healthcare
82
+ 0.77%
$53.9 - $63.11 $4.42K - $5.18K
10.8K $656K
IYE
Ishares Tr

ETFs
990
+ 171.58%
$45.23 - $49.95 $44.8K - $49.5K
1.57K $77K
CSCO
Cisco Systems, Inc.

Technology
634
+ 15.92%
$58.74 - $64.87 $37.2K - $41.1K
4.62K $284K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
942
+ 142.08%
$51.26 - $52.53 $48.3K - $49.5K
1.61K $82K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
400
+ 2.33%
$81.83 - $82.73 $32.7K - $33.1K
17.6K $1.45M
FISV
Fiserv Inc

Technology
367
+ 3.2%
N/A
11.8K $1.48M
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
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email