Wealth Shield Partners, LLC Reduced Holdings in Q4 2024

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-57.8K
- 68.16%
$74.68 - $81.45 $4.32M - $4.71M
27K $2.02M
IEMG
Ishares Inc

ETFs
-63.9K
- 27.89%
N/A
165K $8.85M
DGRO
Ishares Core Dividend Growth E

ETFs
-44.4K
- 20.92%
$60.73 - $64.94 $2.7M - $2.88M
168K $10.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-5.76K
- 8.85%
$570.51 - $610.59 $3.29M - $3.52M
59.3K $34.9M
XLK
Technology Sector Spdr

ETFs
-9.93K
- 25.58%
$220.26 - $241.44 $2.19M - $2.4M
28.9K $6.71M
MUB
Ishares National Muni Bond ETF

ETFs
-15.4K
- 18.48%
$105.78 - $108.7 $1.63M - $1.68M
68K $7.25M
IEF
Ishares Barclays

ETFs
-17.5K
- 72.58%
$92.08 - $98.18 $1.62M - $1.72M
6.63K $612K
MPC
Marathon Petroleum Corp

Energy
-9.19K
- 59.07%
$131.65 - $174.84 $1.21M - $1.61M
6.37K $888K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-12.3K
- 29.12%
$99.2 - $108.47 $1.22M - $1.34M
30K $2.99M
AVDV
American Centy ETF Tr Avantis

ETFs
-16.5K
- 31.01%
$63.85 - $70.4 $1.06M - $1.16M
36.8K $2.39M
AMT
American Tower Corp

Real Estate
-2.64K
- 20.02%
$179.4 - $232.01 $474K - $613K
10.6K $1.94M
MRK
Merck & Co., Inc.

Healthcare
-6.44K
- 24.14%
$96.31 - $114.76 $620K - $739K
20.2K $2.01M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-20.8K
- 99.72%
$44.21 - $46.46 $920K - $967K
59 $2K
MSFT
Microsoft Corp

Technology
-1.75K
- 6.8%
$406.35 - $454.46 $710K - $794K
24K $10.1M
LLY
Eli Lilly & CO

Healthcare
-677
- 18.51%
$727.2 - $932.06 $492K - $631K
2.98K $2.3M
VIG
Vanguard Dividend Appreciation

ETFs
-4.7K
- 8.66%
N/A
49.6K $9.03M
IDEV
Ishares Core Msci Intl Develop

ETFs
-8.14K
- 17.86%
$64.18 - $70.42 $522K - $573K
37.4K $2.41M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-7.42K
- 24.71%
$129.96 - $144.97 $964K - $1.08M
22.6K $3.15M
EFV
Msci Eafe Value ETF

ETFs
-462
- 0.3%
$51.78 - $57.15 $23.9K - $26.4K
155K $8.12M
ADI
Analog Devices Inc

Technology
-2.74K
- 25.29%
$206.35 - $236.48 $566K - $649K
8.1K $1.72M
LMT
Lockheed Martin Corp

Industrials
-206
- 3.2%
$479.66 - $614.62 $98.8K - $127K
6.22K $3.02M
LHX
L3 Harris Technologies, Inc.

Industrials
-426
- 2.21%
$208.94 - $264.22 $89K - $113K
18.9K $3.97M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-11.7K
- 19.77%
$34.74 - $38.36 $407K - $450K
47.6K $1.66M
MGV
Vanguard Mega Cap Value

ETFs
-2.97K
- 4.42%
$124.06 - $133.48 $368K - $396K
64.1K $8.01M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-11.4K
- 23.24%
$52.0 - $55.66 $592K - $634K
37.6K $2.01M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-3.4K
- 9.55%
$75.65 - $83.47 $257K - $284K
32.2K $2.45M
GLD
Spdr Gold Trust

ETFs
-2.1K
- 30.82%
$236.59 - $257.5 $496K - $540K
4.71K $1.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.91K
- 16.37%
$113.92 - $127.38 $446K - $498K
20K $2.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-9K
- 30.28%
$49.79 - $51.14 $448K - $460K
20.7K $1.04M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-9.33K
- 14.88%
$34.83 - $38.05 $325K - $355K
53.3K $1.88M
SPY
Spdr S&P 500 ETF Trust

ETFs
-938
- 15.59%
$567.81 - $607.81 $533K - $570K
5.08K $2.98M
IWM
Ishares Russell 2000 ETF

ETFs
-2.12K
- 30.99%
$216.13 - $242.4 $458K - $514K
4.72K $1.04M
HDV
Ishares Core High Dividend ETF

ETFs
-3.75K
- 53.45%
$110.82 - $121.28 $415K - $454K
3.26K $366K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-6.09K
- 5.25%
$26.63 - $30.23 $162K - $184K
110K $2.93M
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
-13.9K
- 49.83%
$29.74 - $31.85 $412K - $441K
13.9K $424K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.01K
- 2.6%
$189.5 - $206.17 $191K - $208K
37.8K $7.21M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-8.91K
- 19.37%
$33.39 - $37.66 $298K - $336K
37.1K $1.24M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.66K
- 21.35%
$81.68 - $82.93 $381K - $387K
17.2K $1.41M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-15.1K
- 28.27%
$22.65 - $23.8 $343K - $360K
38.4K $872K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.31K
- 31.25%
$61.68 - $67.87 $389K - $429K
13.9K $865K
VZ
Verizon Communications Inc

Communication Services
-581
- 0.77%
$39.6 - $45.21 $23K - $26.3K
74.6K $2.98M
ICE
Intercontinental Exchange, Inc.

Financial Services
-667
- 2.68%
$148.29 - $166.93 $98.9K - $111K
24.2K $3.61M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.62K
- 9.24%
$197.36 - $217.3 $321K - $353K
16K $3.16M
TT
Trane Technologies PLC

Industrials
-449
- 4.35%
$369.35 - $419.14 $166K - $188K
9.87K $3.64M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.1K
- 3.97%
$71.75 - $75.11 $150K - $157K
50.8K $3.65M
MCD
Mcdonalds Corp

Consumer Cyclical
-785
- 14.74%
$288.47 - $316.54 $226K - $248K
4.54K $1.32M
HD
Home Depot, Inc.

Consumer Cyclical
-207
- 1.57%
$385.02 - $431.37 $79.7K - $89.3K
13K $5.05M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.27K
- 8.1%
$99.04 - $109.59 $126K - $139K
14.4K $1.43M
JNJ
Johnson & Johnson

Healthcare
-939
- 14.64%
$143.34 - $165.86 $135K - $156K
5.48K $791K
Activity Summary
Buys All Purchases 174 New Holdings 36 Increased Positions 138 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email