Wealth Shield Partners, LLC New Holdings in Q1 2025

Wealth Shield Partners, LLC

  • $761 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
58.6K
New
$63.17 - $81.49 $3.7M - $4.78M
58.6K $4.27M
MA
Mastercard Inc

Financial Services
3.64K
New
$504.67 - $576.31 $1.84M - $2.1M
3.64K $2M
CMI
Cummins Inc

Industrials
4.04K
New
$312.92 - $386.07 $1.26M - $1.56M
4.04K $1.27M
IGM
Ishares Expanded Tech Sector E

ETFs
10.8K
New
$90.67 - $108.46 $979K - $1.17M
10.8K $979K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
23.7K
New
$38.36 - $41.43 $909K - $982K
23.7K $917K
QCOM
Qualcomm Inc

Technology
4.63K
New
$151.94 - $175.86 $703K - $813K
4.63K $710K
SLV
I Shares Silver Trust

ETFs
11.3K
New
$26.93 - $31.32 $304K - $353K
11.3K $349K
CI
Cigna Corp

Healthcare
990
New
$274.49 - $329.0 $272K - $326K
990 $325K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
11.2K
New
$24.11 - $28.41 $270K - $318K
11.2K $318K
CB
Chubb LTD

Financial Services
984
New
$257.71 - $301.99 $254K - $297K
984 $297K
EWJ
Ishares Msci Japan ETF

ETFs
4.05K
New
$65.24 - $71.7 $264K - $291K
4.05K $277K
SCHW
Schwab Charles Corp

Financial Services
3.5K
New
$71.24 - $83.64 $249K - $293K
3.5K $274K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.63K
New
$100.59 - $103.47 $264K - $272K
2.63K $271K
PFEB
Innovator U.S. Equity Power Bu

ETFs
7.57K
New
$35.54 - $37.44 $269K - $283K
7.57K $271K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
6.61K
New
$39.61 - $42.65 $262K - $282K
6.61K $269K
MO
Altria Group, Inc.

Consumer Defensive
4.4K
New
$50.81 - $60.02 $223K - $264K
4.4K $263K
MS
Morgan Stanley

Financial Services
2.16K
New
$111.68 - $141.08 $241K - $305K
2.16K $251K
TGTX
Tg Therapeutics, Inc.

Healthcare
6.05K
New
$27.67 - $42.99 $167K - $260K
6.05K $238K
CVS
Cvs Health Corp

Healthcare
3.36K
New
$44.22 - $68.64 $148K - $230K
3.36K $227K
SO
Southern CO

Utilities
2.46K
New
$80.96 - $92.96 $199K - $229K
2.46K $226K
BSX
Boston Scientific Corp

Healthcare
2.23K
New
$89.38 - $106.18 $200K - $237K
2.23K $225K
BP
Bp PLC

Energy
6.54K
New
$29.93 - $35.31 $196K - $231K
6.54K $221K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
11.6K
New
$18.54 - $18.88 $215K - $219K
11.6K $216K
COP
Conocophillips

Energy
2.06K
New
$88.6 - $105.85 $183K - $218K
2.06K $216K
PSX
Phillips 66

Energy
1.73K
New
$113.93 - $131.55 $197K - $227K
1.73K $213K
HON
Honeywell International Inc

Industrials
1K
New
$202.75 - $226.52 $203K - $227K
1K $212K
ADBE
Adobe Inc.

Technology
554
New
$377.84 - $464.11 $209K - $257K
554 $212K
AIG
American International Group, Inc.

Financial Services
2.31K
New
$70.5 - $86.94 $163K - $201K
2.31K $200K
BMAR
Innovator U.S. Equity Buffer E

ETFs
4.29K
New
$44.99 - $47.69 $193K - $205K
4.29K $195K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.11K
New
$49.42 - $50.43 $154K - $157K
3.11K $155K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
18.3K
New
$5.3 - $5.8 $96.8K - $106K
18.3K $102K
WOLF
Wolfspeed, Inc.

Technology
28.4K
New
$2.59 - $7.48 $73.5K - $212K
28.4K $86K
ITB
Ishares Tr

ETFs
900
New
$93.86 - $111.45 $84.5K - $100K
900 $85K
NJUL
Innovator Growth 100 Power Buf

Technology
1.34K
New
$59.98 - $64.86 $80.1K - $86.7K
1.34K $80K
TOI
Oncology Institute, Inc.

Healthcare
70.2K
New
$0.29 - $1.26 $20.3K - $88.4K
70.2K $79K
PDP
Invesco Exchange Traded Fd Tr

ETFs
700
New
$96.95 - $116.13 $67.9K - $81.3K
700 $69K
FCX
Freeport Mcmoran Inc

Basic Materials
1.81K
New
$34.5 - $43.01 $62.4K - $77.8K
1.81K $68K
JETS
ETF Ser Solutions U S Global J

ETFs
3K
New
$20.77 - $26.81 $62.3K - $80.4K
3K $62K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
1.41K
New
$22.45 - $26.94 $31.7K - $38.1K
1.41K $36K
XLP
Consumer Staples Sector Spdr

ETFs
317
New
N/A
317 $24K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
398
New
$43.79 - $57.46 $17.4K - $22.9K
398 $22K
BJUL
Innovator U.S. Equity Buffer E

ETFs
478
New
$42.65 - $46.09 $20.4K - $22K
478 $20K
BLOK
Amplify ETF Tr Trnsformational

ETFs
500
New
$36.88 - $49.3 $18.4K - $24.7K
500 $18K
FXI
Ishares Tr

ETFs
500
New
$28.65 - $38.55 $14.3K - $19.3K
500 $17K
DNN
Denison Mines Corp.

Energy
12K
New
$1.3 - $2.1 $15.6K - $25.2K
12K $15K
OSCV
Opus Small Cap Value ETF

ETFs
324
New
$34.16 - $38.45 $11.1K - $12.5K
324 $11K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
236
New
$43.95 - $48.5 $10.4K - $11.4K
236 $10K
FXN
First Tr Exchange Traded Fd Fi

ETFs
508
New
$15.13 - $18.07 $7.69K - $9.18K
508 $8K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
40K
New
$0.17 - $0.42 $6.8K - $16.8K
40K $7K
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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