Wealth Shield Partners, LLC Reduced Holdings in Q1 2025

Wealth Shield Partners, LLC

  • $761 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-35.5K
- 37.58%
$96.1 - $106.37 $3.41M - $3.78M
59K $5.9M
AMD
Advanced Micro Devices Inc

Technology
-22.7K
- 87.93%
$96.63 - $129.55 $2.19M - $2.94M
3.11K $319K
XLK
Technology Sector Spdr

ETFs
-6.73K
- 23.32%
$206.38 - $242.18 $1.39M - $1.63M
22.1K $4.57M
LMT
Lockheed Martin Corp

Industrials
-3.1K
- 49.74%
$423.19 - $506.29 $1.31M - $1.57M
3.13K $1.4M
LHX
L3 Harris Technologies, Inc.

Industrials
-5.54K
- 29.38%
$194.65 - $222.86 $1.08M - $1.24M
13.3K $2.79M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-18.9K
- 21.19%
$54.25 - $57.64 $1.03M - $1.09M
70.4K $3.88M
IFRA
Ishares Tr

ETFs
-16.6K
- 75.89%
$44.8 - $49.25 $744K - $818K
5.28K $237K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.2K
- 24.46%
$507.05 - $563.67 $609K - $677K
3.71K $1.91M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4.68K
- 40.1%
$120.24 - $134.3 $563K - $628K
6.99K $852K
ETN
Eaton Corp PLC

Industrials
-5
- 0.06%
$271.83 - $371.23 $1.36K - $1.86K
9.01K $2.45M
COST
Costco Wholesale Corp

Consumer Defensive
-667
- 15.96%
$890.62 - $1076.86 $594K - $718K
3.51K $3.32M
SUB
Ishares Short Term National Mu

ETFs
-3.68K
- 34.08%
$105.3 - $106.24 $387K - $391K
7.12K $751K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-8.15K
- 39.68%
$39.18 - $43.52 $319K - $355K
12.4K $518K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.39K
- 3.78%
$169.43 - $182.84 $235K - $253K
35.3K $6.11M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.95K
- 13.06%
$85.29 - $92.57 $422K - $458K
32.9K $3M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-7.28K
- 17.84%
$34.28 - $36.43 $249K - $265K
33.5K $1.16M
VTI
Vanguard Total Stock Market Et

ETFs
-712
- 17.45%
$271.18 - $303.12 $193K - $216K
3.37K $925K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-4.18K
- 7.56%
$44.81 - $46.22 $187K - $193K
51.1K $2.31M
FDN
First Tr Fd Dow Jones

ETFs
-35
- 0.38%
$221.38 - $266.86 $7.75K - $9.34K
9.12K $2.03M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.93K
- 32.3%
$82.81 - $92.93 $159K - $179K
4.04K $343K
MBB
Ishares Tr

ETFs
-2.82K
- 6.66%
$90.37 - $94.08 $255K - $266K
39.6K $3.71M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-962
- 13.85%
$120.29 - $134.6 $116K - $129K
5.98K $730K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-663
- 4.85%
$77.67 - $90.15 $51.5K - $59.8K
13K $1.02M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-7.15K
- 9.63%
$11.85 - $13.1 $84.7K - $93.6K
67.1K $813K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-709
- 11.29%
$101.98 - $115.66 $72.3K - $82K
5.57K $570K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-165
- 1.23%
$81.62 - $96.63 $13.5K - $15.9K
13.3K $1.1M
IXC
Ishares Tr Global Energy ETF

ETFs
-2.8K
- 78.36%
$38.48 - $42.16 $108K - $118K
772 $32K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-902
- 73.87%
$100.34 - $100.68 $90.5K - $90.8K
319 $32K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-225
- 0.6%
$50.25 - $55.9 $11.3K - $12.6K
37.4K $1.92M
VXF
Vanguard Extended Market ETF

ETFs
-435
- 81.61%
$170.36 - $201.04 $74.1K - $87.5K
98 $16K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.37K
- 28.49%
$59.78 - $60.03 $81.7K - $82.1K
3.43K $205K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.11K
- 69.09%
$59.79 - $67.15 $66.5K - $74.7K
498 $30K
BX
Blackstone Inc.

Financial Services
-128
- 7.85%
$136.53 - $186.74 $17.5K - $23.9K
1.5K $209K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.47K
- 17.08%
$21.23 - $23.75 $52.5K - $58.7K
12K $258K
SRLN
Ssga Active Trust

ETFs
-1.44K
- 16.44%
$41.02 - $41.99 $59.2K - $60.5K
7.33K $301K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.17K
- 68.66%
$46.38 - $52.65 $54.3K - $61.6K
534 $24K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-313
- 2.62%
$37.35 - $43.35 $11.7K - $13.6K
11.7K $441K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-33
- 2.99%
$522.96 - $601.18 $17.3K - $19.8K
1.07K $571K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-26
- 0.35%
$113.22 - $126.36 $2.94K - $3.29K
7.32K $840K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-521
- 10.48%
$113.59 - $123.29 $59.2K - $64.2K
4.45K $518K
USFR
Wisdomtree Floating Rate Treas

ETFs
-855
- 1.91%
$50.29 - $50.5 $43K - $43.2K
43.9K $2.21M
BA
Boeing CO

Industrials
-165
- 8.3%
$148.15 - $186.25 $24.4K - $30.7K
1.82K $310K
IWD
Ishares Russell 1000 Val ETF

ETFs
-316
- 5.31%
$182.82 - $196.21 $57.8K - $62K
5.63K $1.06M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-626
- 80.05%
$63.91 - $70.19 $40K - $43.9K
156 $10K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-544
- 4.75%
$105.1 - $109.61 $57.2K - $59.6K
10.9K $1.18M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-194
- 10.39%
$81.1 - $94.7 $15.7K - $18.4K
1.67K $135K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-653
- 16.61%
$47.59 - $48.35 $31.1K - $31.6K
3.28K $158K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-730
- 3.82%
$39.4 - $42.61 $28.8K - $31.1K
18.4K $741K
PCEF
Invesco Cef Income Composite E

ETFs
-426
- 0.73%
$18.8 - $19.89 $8.01K - $8.47K
58K $1.09M
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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