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
GE
General Electric CO

Industrials
20
+ 1.07%
$156.66 - $189.66 $3.13K - $3.79K
1.9K $357K
PFE
Pfizer Inc

Healthcare
1.26K
+ 6.17%
$27.7 - $31.39 $34.9K - $39.6K
21.7K $627K
ADBE
Adobe Inc.

Technology
137
+ 32.7%
$508.13 - $586.55 $69.6K - $80.4K
556 $287K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
1.37K
+ 2.56%
$17.93 - $18.61 $24.5K - $25.4K
54.6K $1.01M
PPL
Ppl Corp

Utilities
4
+ 0.04%
$27.36 - $33.08 $109 - $132
9.38K $310K
ITOT
Ishares Core S&P Total U.S. St

ETFs
43
+ 0.65%
$113.41 - $125.62 $4.88K - $5.4K
6.68K $838K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
234
+ 2.03%
$37.68 - $42.0 $8.82K - $9.83K
11.8K $489K
IYE
Ishares Tr

ETFs
1K
+ 173.31%
$44.44 - $49.18 $44.4K - $49.2K
1.58K $73K
IWB
Ishares Tr Russell 1000 ETF

ETFs
142
+ 568.0%
$283.28 - $314.39 $40.2K - $44.6K
167 $52K
VT
Vanguard Total World Stk Index

ETFs
212
+ 7.57%
$107.72 - $119.96 $22.8K - $25.4K
3.01K $360K
USCI
United States Commodity Index Funds Trust

ETFs
593
+ 5.5%
$58.6 - $63.51 $34.7K - $37.7K
11.4K $710K
SUB
Ishares Short Term National Mu

ETFs
215
+ 2.06%
$104.3 - $106.3 $22.4K - $22.9K
10.7K $1.13M
CMCSA
Comcast Corp

Communication Services
507
+ 9.04%
$37.33 - $41.78 $18.9K - $21.2K
6.12K $255K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
280
+ 12.76%
$64.57 - $71.76 $18.1K - $20.1K
2.48K $177K
XLE
Energy Sector Spdr

ETFs
420
+ 61.95%
$84.35 - $93.39 $35.4K - $39.2K
1.1K $96K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
319
+ 26.13%
$100.3 - $100.74 $32K - $32.1K
1.54K $155K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
542
+ 11.29%
$59.61 - $60.15 $32.3K - $32.6K
5.34K $319K
VONE
Vanguard Russell 1000 ETF

ETFs
17
+ 0.85%
$234.0 - $260.07 $3.98K - $4.42K
2.02K $524K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
308
+ 7.29%
$98.23 - $98.97 $30.3K - $30.5K
4.54K $448K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
747
+ 61.13%
$34.06 - $37.17 $25.4K - $27.8K
1.97K $73K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
750
+ 100.0%
$34.84 - $46.54 $26.1K - $34.9K
1.5K $61K
ICVT
Ishares Tr Convertible Bond Et

ETFs
3
+ 0.06%
$77.24 - $83.67 $232 - $251
5.43K $454K
GAL
Ssga Active ETF Tr

ETFs
413
+ 11.61%
$42.41 - $45.61 $17.5K - $18.8K
3.97K $180K
MO
Altria Group, Inc.

Consumer Defensive
12
+ 0.26%
$45.95 - $54.71 $551 - $657
4.61K $235K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1
+ 0.04%
$112.99 - $126.45 $113 - $126
2.85K $358K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15
+ 0.14%
$31.05 - $34.29 $466 - $514
11.1K $380K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
307
+ 6.65%
$44.65 - $47.21 $13.7K - $14.5K
4.92K $230K
RPV
Invesco Exchange Traded Fd Tr

ETFs
225
+ 100.0%
$82.04 - $89.49 $18.5K - $20.1K
450 $40K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
544
+ 1.35%
$8.98 - $10.08 $4.89K - $5.48K
40.8K $391K
CVS
Cvs Health Corp

Healthcare
110
+ 2.9%
$55.81 - $63.18 $6.14K - $6.95K
3.91K $245K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.45%
$125.95 - $142.04 $756 - $852
1.35K $191K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
126
+ 4.85%
$65.06 - $71.72 $8.2K - $9.04K
2.73K $193K
IWV
Ishares Russell 3000 ETF

ETFs
39
+ 10.86%
$294.75 - $326.73 $11.5K - $12.7K
398 $130K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
78
+ 3.85%
$90.87 - $102.43 $7.09K - $7.99K
2.1K $207K
HBAN
Huntington Bancshares Inc

Financial Services
36
+ 0.29%
$12.84 - $15.15 $462 - $545
12.3K $180K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
71
+ 1.1%
$76.94 - $79.54 $5.46K - $5.65K
6.53K $518K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
184
+ 33.64%
$64.83 - $72.82 $11.9K - $13.4K
731 $52K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
1K
+ 8.64%
$12.25 - $12.54 $12.3K - $12.5K
12.6K $157K
VTWO
Vanguard Russell 2000 ETF

ETFs
5
+ 0.39%
$81.17 - $90.77 $406 - $454
1.28K $114K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
40
+ 0.37%
$25.38 - $26.27 $1.02K - $1.05K
10.7K $281K
DUHP
Dimensional ETF Tr Dimensional

ETFs
11
+ 0.28%
$30.74 - $34.07 $338 - $375
3.94K $134K
DFSV
Dimensional ETF Tr Dimensional

ETFs
13
+ 0.32%
$28.25 - $31.7 $367 - $412
4.06K $125K
ICLN
Ishares

ETFs
370
+ 62.39%
$13.26 - $14.77 $4.91K - $5.46K
963 $14K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
16
+ 0.16%
$18.19 - $18.81 $291 - $301
10.3K $193K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
26
+ 0.52%
$17.02 - $18.39 $443 - $478
5.03K $91K
MPC
Marathon Petroleum Corp

Energy
977
+ 6.7%
$158.61 - $180.75 $155K - $177K
15.6K $2.53M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
113
+ 0.56%
$5.32 - $5.82 $601 - $658
20.2K $117K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2
+ 0.22%
$41.02 - $46.01 $82 - $92
913 $41K
SPMD
Spdr Portfolio

ETFs
5
+ 0.41%
$50.29 - $54.92 $251 - $275
1.23K $66K
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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