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
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
1.03K
+ 2.53%
$17.03 - $18.6 $17.6K - $19.2K
41.9K $770K
LNG
Cheniere Energy, Inc.

Energy
117
+ 11.7%
$209.32 - $253.66 $24.5K - $29.7K
1.12K $258K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
138
+ 0.51%
$73.11 - $77.43 $10.1K - $10.7K
27.2K $2.06M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
858
+ 2.46%
$49.78 - $53.19 $42.7K - $45.6K
35.7K $1.82M
HD
Home Depot, Inc.

Consumer Cyclical
908
+ 6.99%
$347.25 - $424.87 $315K - $386K
13.9K $5.09M
MMM
3 M CO

Industrials
13
+ 0.62%
$129.7 - $155.12 $1.69K - $2.02K
2.13K $312K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.56K
+ 6.17%
$48.02 - $53.02 $75K - $82.8K
26.9K $1.33M
LOW
Lowes Companies Inc

Consumer Cyclical
220
+ 25.2%
$222.66 - $268.42 $49K - $59.1K
1.09K $254K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
296
+ 8.69%
$59.67 - $68.53 $17.7K - $20.3K
3.7K $245K
PPL
Ppl Corp

Utilities
6
+ 0.07%
$31.68 - $36.11 $190 - $217
9.07K $327K
FBT
First Trust Nyse Arca Biotechn

ETFs
79
+ 1.72%
$164.86 - $182.19 $13K - $14.4K
4.68K $795K
AVDE
American Centy ETF Tr Avantis

ETFs
300
+ 21.43%
$60.63 - $68.55 $18.2K - $20.6K
1.7K $112K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
441
+ 73.87%
$34.58 - $45.97 $15.2K - $20.3K
1.04K $47K
VGLT
Vanguard Long Term Treasury Et

ETFs
209
+ 3.57%
$53.99 - $58.43 $11.3K - $12.2K
6.06K $349K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
776
+ 3.3%
$55.41 - $60.74 $43K - $47.1K
24.3K $1.37M
IMTB
Ishares Tr

ETFs
555
+ 100.0%
$41.91 - $43.46 $23.3K - $24.1K
1.11K $48K
ICVT
Ishares Tr Convertible Bond Et

ETFs
406
+ 5.28%
$83.18 - $89.27 $33.8K - $36.2K
8.1K $677K
XLE
Energy Sector Spdr

ETFs
198
+ 29.2%
$85.7 - $93.96 $17K - $18.6K
876 $81K
HYDB
Ishares Tr Edge High Yield Def

ETFs
466
+ 5.62%
$46.82 - $47.8 $21.8K - $22.3K
8.76K $412K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
688
+ 10.27%
$28.11 - $30.42 $19.3K - $20.9K
7.39K $216K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
400
+ 62.5%
$50.87 - $51.09 $20.3K - $20.4K
1.04K $53K
OXY
Occidental Petroleum Corp

Energy
424
+ 11.51%
$45.45 - $52.7 $19.3K - $22.3K
4.11K $202K
VNQ
Vanguard Specialized Funds Van

ETFs
98
+ 1.31%
$85.55 - $94.34 $8.38K - $9.25K
7.6K $687K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
181
+ 3.32%
$77.7 - $78.94 $14.1K - $14.3K
5.63K $444K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
145
+ 5.14%
$110.75 - $119.78 $16.1K - $17.4K
2.97K $342K
ORCL
Oracle Corp

Technology
401
+ 27.2%
$139.81 - $186.47 $56.1K - $74.8K
1.88K $262K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
336
+ 132.81%
$51.52 - $52.37 $17.3K - $17.6K
589 $30K
VONE
Vanguard Russell 1000 ETF

ETFs
166
+ 8.08%
$250.16 - $278.79 $41.5K - $46.3K
2.22K $563K
VOT
Vanguard Mid Cap Growth Index

ETFs
469
+ 4.29%
$237.72 - $276.98 $111K - $130K
11.4K $2.79M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
972
+ 27.22%
$47.25 - $67.02 $45.9K - $65.1K
4.54K $216K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
69
+ 1.05%
$69.87 - $75.62 $4.82K - $5.22K
6.65K $481K
FNDX
Schwab Fundamental U S Large C

ETFs
541
+ 40.37%
$23.03 - $25.01 $12.5K - $13.5K
1.88K $44K
DVY
Ishares Tr

ETFs
72
+ 8.76%
$128.58 - $138.1 $9.26K - $9.94K
894 $120K
GAL
Ssga Active ETF Tr

ETFs
202
+ 4.9%
$43.75 - $45.8 $8.84K - $9.25K
4.32K $193K
PFE
Pfizer Inc

Healthcare
1.46K
+ 6.36%
$25.01 - $27.13 $36.5K - $39.6K
24.4K $618K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
104
+ 51.23%
$91.76 - $103.26 $9.54K - $10.7K
307 $28K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
50
+ 0.52%
$98.43 - $98.88 $4.92K - $4.94K
9.76K $963K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
235
+ 250.0%
$36.64 - $45.76 $8.61K - $10.8K
329 $12K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
21
+ 1.56%
$128.74 - $138.67 $2.7K - $2.91K
1.37K $185K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
677
+ 2.29%
$33.28 - $36.41 $22.5K - $24.6K
30.2K $1.03M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
36
+ 1.1%
$23.18 - $24.68 $834 - $888
3.3K $80K
DISV
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.17%
$26.09 - $30.21 $52.2 - $60.4
1.17K $34K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
30
+ 2.57%
$76.94 - $78.28 $2.31K - $2.35K
1.2K $93K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
30
+ 14.35%
$44.68 - $46.49 $1.34K - $1.39K
239 $11K
VO
Vanguard Mid Cap ETF

ETFs
47
+ 2.63%
$251.87 - $277.95 $11.8K - $13.1K
1.83K $473K
TSLA
Tesla, Inc.

Consumer Cyclical
1.24K
+ 56.12%
$222.15 - $428.22 $276K - $532K
3.46K $895K
XMPT
Vaneck Cef Muni Income ETF

ETFs
68
+ 0.81%
$21.43 - $22.4 $1.46K - $1.52K
8.45K $182K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
139
+ 100.0%
$16.18 - $17.82 $2.25K - $2.48K
278 $4K
XLY
Select Sector Spdr Consumer Di

ETFs
25
+ 32.89%
$192.6 - $233.2 $4.82K - $5.83K
101 $19K
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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