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
BLV
Vanguard Bd Index Fd Inc Long

ETFs
28
+ 22.76%
$66.9 - $71.57 $1.87K - $2K
151 $10K
XLB
Select Sector Spdr Fd Material

ETFs
2
+ 0.54%
$83.19 - $90.99 $166 - $182
370 $31K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
11
+ 0.11%
$18.55 - $18.81 $204 - $207
10.3K $192K
DIHP
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.28%
$25.1 - $27.85 $75.3 - $83.6
1.08K $28K
TFLO
Ishares Treasury Floating Rate

ETFs
19
+ 1.08%
$50.48 - $50.68 $959 - $963
1.79K $90K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13
+ 0.77%
$40.79 - $42.32 $530 - $550
1.71K $71K
HYG
Ishares Tr

ETFs
17
+ 0.65%
$78.51 - $80.11 $1.33K - $1.36K
2.65K $208K
Innovator Etfs Trust
1.33K
+ 12.61%
N/A
11.9K $0
FLQH
Franklin Templeton Libertyq In

ETFs
5
+ 0.1%
N/A
5.22K $0
LQDW
Ishares Tr Invt Grade Corporat
418
+ 2.09%
N/A
20.4K $0
BAUG
Innovator U.S. Equity Buffer E
3.6K
+ 43.9%
N/A
11.8K $0
Blackrock ETF Trust Ii
2.6K
+ 5.75%
N/A
47.8K $0
PSEP
Innovator U.S. Equity Power Bu
4.3K
+ 656.49%
N/A
4.96K $0
Ishares Bitcoin Trust ETF
6.57K
+ 25.46%
N/A
32.4K $0
USEP
Innovator U.S. Equity Ultra Bu
294
+ 5.54%
N/A
5.6K $0
EUSA
Ishares Msci Usa Equal Weighte

ETFs
77
+ 1.54%
$91.45 - $100.11 $7.04K - $7.71K
5.08K $475K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
95
+ 0.97%
$25.12 - $26.05 $2.39K - $2.47K
9.86K $248K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
9
+ 0.18%
$16.76 - $17.69 $151 - $159
5.09K $85K
MINO
Pimco ETF Tr Municipal Income

ETFs
58
+ 0.43%
$44.44 - $45.83 $2.58K - $2.66K
13.7K $611K
DUHP
Dimensional ETF Tr Dimensional

ETFs
9
+ 0.24%
$32.57 - $35.82 $293 - $322
3.78K $125K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
51
+ 2.09%
$34.83 - $38.02 $1.78K - $1.94K
2.49K $87K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2
+ 0.22%
$40.03 - $46.81 $80.1 - $93.6
920 $37K
SPMD
Spdr Portfolio

ETFs
4
+ 0.33%
$50.21 - $57.73 $201 - $231
1.23K $63K
FV
First Trust Dorsey Wright Focu

ETFs
2
+ 0.09%
$53.91 - $63.03 $108 - $126
2.16K $118K
DFSV
Dimensional ETF Tr Dimensional

ETFs
11
+ 0.28%
$27.56 - $32.1 $303 - $353
3.91K $110K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.19K
+ 4.29%
$64.88 - $72.1 $77.3K - $85.9K
28.9K $1.9M
DIS
Walt Disney CO

Communication Services
136
+ 7.15%
$96.87 - $114.0 $13.2K - $15.5K
2.04K $201K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.61K
+ 5.84%
$31.63 - $35.22 $51K - $56.8K
29.2K $933K
HBAN
Huntington Bancshares Inc

Financial Services
3
+ 0.02%
$14.28 - $17.39 $42.8 - $52.2
12.2K $182K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14
+ 0.14%
$32.42 - $36.13 $454 - $506
10.4K $341K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
175
+ 2.03%
$23.71 - $27.77 $4.15K - $4.86K
8.79K $208K
TFC
Truist Financial Corp

Financial Services
715
+ 2.79%
$39.48 - $48.15 $28.2K - $34.4K
26.3K $1.08M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
207
+ 2.45%
$51.45 - $58.51 $10.7K - $12.1K
8.65K $447K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
1.14K
+ 3.15%
$8.4 - $10.21 $9.59K - $11.7K
37.4K $315K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
911
+ 4.99%
$41.78 - $50.35 $38.1K - $45.9K
19.2K $823K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
92
+ 2.94%
$161.27 - $192.3 $14.8K - $17.7K
3.22K $519K
CRM
Salesforce, Inc.

Technology
1.88K
+ 21.98%
$268.36 - $359.95 $505K - $677K
10.4K $2.8M
FCNCA
First Citizens Bancshares Inc

Financial Services
11
+ 3.16%
$1728.36 - $2231.14 $19K - $24.5K
359 $665K
VBK
Vanguard Small Cap Growth ETF

ETFs
21
+ 0.7%
$247.97 - $296.33 $5.21K - $6.22K
3.02K $759K
VBR
Vanguard Small Cap Value ETF

ETFs
570
+ 3.57%
$183.02 - $207.75 $104K - $118K
16.5K $3.08M
PWR
Quanta Services, Inc.

Industrials
15
+ 1.04%
$236.71 - $358.03 $3.55K - $5.37K
1.46K $371K
NUSC
Nuveen Esg Small Cap ETF

ETFs
185
+ 0.53%
$37.9 - $43.9 $7.01K - $8.12K
34.8K $1.33M
SCHX
Schwab Strategic Tr Us Large C

ETFs
428
+ 0.36%
$21.75 - $24.28 $9.31K - $10.4K
119K $2.62M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.41K
+ 1.34%
$25.58 - $29.24 $36K - $41.2K
106K $2.79M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.18K
+ 2.08%
$23.16 - $27.04 $50.6K - $59K
107K $2.51M
VUG
Vanguard Growth ETF

ETFs
1.15K
+ 7.21%
$369.1 - $427.61 $424K - $492K
17.1K $6.34M
SPYG
Spdr Portfolio

ETFs
515
+ 1.51%
$80.05 - $92.39 $41.2K - $47.6K
34.7K $2.79M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
601
+ 0.66%
$75.47 - $84.24 $45.4K - $50.6K
91.6K $7.05M
IWF
Ishares Russell 1000 Gr ETF

ETFs
300
+ 3.15%
$360.07 - $417.26 $108K - $125K
9.83K $3.55M
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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