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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
480
+ 1.9%
$96.25 - $101.98 $46.2K - $49K
25.7K $2.6M
ABBV
Abb Vie Inc.

Healthcare
163
+ 3.52%
$163.84 - $199.33 $26.7K - $32.5K
4.79K $946K
QQQ
Invesco Qqq Trust, Series 1

ETFs
288
+ 24.26%
$434.77 - $502.96 $125K - $145K
1.48K $719K
IWD
Ishares Russell 1000 Val ETF

ETFs
397
+ 8.06%
$173.36 - $189.8 $68.8K - $75.4K
5.32K $1.01M
PG
Procter & Gamble CO

Consumer Defensive
393
+ 3.96%
$160.76 - $177.82 $63.2K - $69.9K
10.3K $1.78M
SCHX
Schwab Strategic Tr Us Large C

ETFs
56
+ 0.14%
$61.11 - $67.85 $3.42K - $3.8K
40.2K $2.72M
FBT
First Trust Nyse Arca Biotechn

ETFs
458
+ 12.33%
$152.39 - $172.91 $69.8K - $79.2K
4.17K $717K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.66K
+ 11.26%
$41.9 - $48.26 $69.6K - $80.2K
16.4K $785K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
3.71K
+ 11.52%
$18.31 - $20.21 $67.9K - $75K
35.9K $725K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
309
+ 3.25%
$111.9 - $124.28 $34.6K - $38.4K
9.83K $1.22M
PAUG
Innovator U.S. Equity Power Bu

ETFs
3.5K
+ 1000.0%
$35.57 - $37.86 $124K - $133K
3.85K $145K
VNQ
Vanguard Specialized Funds Van

ETFs
444
+ 6.85%
$82.97 - $98.97 $36.8K - $43.9K
6.93K $674K
CAT
Caterpillar Inc

Industrials
194
+ 20.97%
$316.8 - $391.12 $61.5K - $75.9K
1.12K $437K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
460
+ 1.68%
$60.84 - $67.51 $28K - $31.1K
27.9K $1.88M
JNJ
Johnson & Johnson

Healthcare
172
+ 2.76%
$145.48 - $167.38 $25K - $28.8K
6.41K $1.04M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
326
+ 4.47%
$127.29 - $141.5 $41.5K - $46.1K
7.61K $1.06M
NUSC
Nuveen Esg Small Cap ETF

ETFs
63
+ 0.19%
$38.89 - $42.97 $2.45K - $2.71K
33.5K $1.43M
IJS
Ishares S&P Smallcap 600 Value

ETFs
361
+ 4.67%
$95.81 - $109.03 $34.6K - $39.4K
8.09K $871K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
213
+ 23.99%
$386.81 - $423.12 $82.4K - $90.1K
1.1K $465K
IWF
Ishares Russell 1000 Gr ETF

ETFs
23
+ 0.23%
$332.02 - $382.76 $7.64K - $8.8K
10.1K $3.77M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3
+ 0.01%
$48.51 - $52.86 $146 - $159
28K $1.48M
XOM
Exxon Mobil Corp

Energy
833
+ 10.28%
$109.72 - $119.0 $91.4K - $99.1K
8.94K $1.05M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
141
+ 14.84%
$523.84 - $572.02 $73.9K - $80.7K
1.09K $621K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
215
+ 1.75%
$113.45 - $126.18 $24.4K - $27.1K
12.5K $1.58M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
307
+ 1.49%
$46.17 - $51.13 $14.2K - $15.7K
20.9K $1.07M
T
At&T Inc.

Communication Services
484
+ 1.5%
$18.21 - $22.28 $8.81K - $10.8K
32.8K $721K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
863
+ 4.12%
$81.31 - $83.29 $70.2K - $71.9K
21.8K $1.82M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
275
+ 1.22%
$51.29 - $56.57 $14.1K - $15.6K
22.8K $1.29M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
4.76K
+ 10.82%
$12.0 - $13.08 $57.1K - $62.3K
48.7K $635K
XLV
Select Sector Spdr Fund Health

ETFs
600
+ 167.6%
$143.3 - $157.24 $86K - $94.3K
958 $147K
PCEF
Invesco Cef Income Composite E

ETFs
1.8K
+ 2.92%
$18.24 - $19.71 $32.9K - $35.5K
63.4K $1.25M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.5K
+ 641.03%
$54.38 - $59.77 $81.6K - $89.7K
1.73K $102K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
2.39K
+ 95.9%
$31.4 - $36.67 $74.9K - $87.5K
4.87K $174K
PWR
Quanta Services, Inc.

Industrials
89
+ 6.65%
$239.58 - $298.23 $21.3K - $26.5K
1.43K $425K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
728
+ 4.35%
$39.43 - $44.82 $28.7K - $32.6K
17.5K $783K
PM
Philip Morris International Inc.

Consumer Defensive
28
+ 0.72%
$101.25 - $127.45 $2.84K - $3.57K
3.9K $473K
EFA
Ishares Tr Msci Eafe ETF

ETFs
227
+ 2.01%
$75.32 - $84.37 $17.1K - $19.2K
11.5K $962K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
860
+ 25.6%
$59.5 - $66.9 $51.2K - $57.5K
4.22K $279K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
649
+ 10.92%
$69.61 - $79.56 $45.2K - $51.6K
6.59K $516K
RTX
Raytheon Technologies Corp

Industrials
169
+ 6.63%
$99.55 - $123.34 $16.8K - $20.8K
2.72K $329K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
569
+ 1.07%
$22.51 - $23.92 $12.8K - $13.6K
53.5K $1.27M
PEP
Pepsico Inc

Consumer Defensive
111
+ 1.16%
$161.9 - $179.3 $18K - $19.9K
9.69K $1.65M
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.8K
+ 136.67%
$33.61 - $35.94 $60.5K - $64.7K
3.12K $112K
ADP
Automatic Data Processing Inc

Industrials
120
+ 14.02%
$233.44 - $279.45 $28K - $33.5K
976 $270K
IEFA
Ishares Tr

ETFs
297
+ 3.88%
$70.09 - $78.74 $20.8K - $23.4K
7.96K $621K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
601
+ 25.51%
$104.47 - $116.17 $62.8K - $69.8K
2.96K $319K
FISV
Fiserv Inc

Technology
516
+ 4.49%
N/A
12K $1.5M
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.5K
+ 439.88%
$37.89 - $40.48 $56.8K - $60.7K
1.84K $74K
GS
Goldman Sachs Group Inc

Financial Services
71
+ 12.37%
$459.02 - $510.25 $32.6K - $36.2K
645 $319K
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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