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
JEPI
J P Morgan Exchange Traded Fd

ETFs
-348
- 87.66%
$56.17 - $59.71 $19.5K - $20.8K
49 $2K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-474
- 38.79%
$34.5 - $38.9 $16.4K - $18.4K
748 $25K
IBB
Ishares Biotechnology ETF

ETFs
-145
- 77.13%
$127.9 - $140.56 $18.5K - $20.4K
43 $5K
IEF
Ishares Barclays

ETFs
-390
- 5.89%
$91.17 - $95.39 $35.6K - $37.2K
6.24K $594K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1
- 0.19%
$254.58 - $302.92 $255 - $303
531 $135K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-401
- 3.45%
$50.39 - $50.66 $20.2K - $20.3K
11.2K $568K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-316
- 99.37%
$53.6 - $58.97 $16.9K - $18.6K
2 $0
ICSH
Blackrock Ultra Short Term Bon

ETFs
-422
- 1.5%
$50.44 - $50.7 $21.3K - $21.4K
27.6K $1.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-600
- 18.56%
$25.69 - $26.89 $15.4K - $16.1K
2.63K $70K
IWN
Ishares Russell2000 Val ETF

ETFs
-13
- 1.66%
$149.27 - $169.4 $1.94K - $2.2K
772 $116K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-245
- 12.09%
$34.28 - $36.12 $8.4K - $8.85K
1.78K $61K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-199
- 15.12%
$61.2 - $68.24 $12.2K - $13.6K
1.12K $73K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-280
- 11.21%
$68.32 - $75.06 $19.1K - $21K
2.22K $165K
BK
Bank Of New York Mellon Corp

Financial Services
-339
- 11.8%
$75.42 - $88.95 $25.6K - $30.2K
2.53K $212K
IXN
Ishares Global Information Tec

ETFs
-6
- 0.67%
$75.73 - $88.4 $454 - $530
890 $67K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-395
- 5.59%
$56.58 - $60.89 $22.3K - $24.1K
6.67K $397K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-179
- 4.8%
$20.7 - $21.15 $3.71K - $3.79K
3.55K $73K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-68
- 5.68%
$74.87 - $79.99 $5.09K - $5.44K
1.13K $86K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-145
- 42.03%
$29.82 - $30.1 $4.32K - $4.36K
200 $6K
XLV
Select Sector Spdr Fund Health

ETFs
-69
- 10.34%
$137.61 - $149.68 $9.5K - $10.3K
598 $87K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-115
- 0.21%
$18.01 - $18.31 $2.07K - $2.11K
53.7K $970K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-37
- 9.32%
$114.57 - $118.14 $4.24K - $4.37K
360 $42K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-51
- 1.1%
$23.9 - $24.43 $1.22K - $1.25K
4.6K $110K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-75
- 10.71%
$28.55 - $29.09 $2.14K - $2.18K
625 $18K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-10
- 0.96%
$38.84 - $41.54 $388 - $415
1.04K $40K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-72
- 5.74%
$26.64 - $27.14 $1.92K - $1.95K
1.18K $31K
DGX
Quest Diagnostics Inc

Healthcare
-10
- 0.43%
N/A
2.31K $316K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-5
- 15.63%
$36.63 - $37.45 $183 - $187
27 $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-195
- 5.54%
$58.01 - $64.46 $11.3K - $12.6K
3.32K $206K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-220
- 1.3%
$29.72 - $31.94 $6.54K - $7.03K
16.7K $515K
DEW
Wisdomtree Tr Global High Divi

ETFs
-55
- 6.58%
$51.48 - $56.43 $2.83K - $3.1K
781 $43K
PNOV
Innovator U.S. Equity Power Bu
-2.01K
- 18.31%
N/A
8.98K $0
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-46
- 0.22%
$24.07 - $24.5 $1.11K - $1.13K
20.7K $502K
LCTD
Blackrock ETF World Ex Us Carb
-266
- 68.03%
N/A
125 $0
VLUE
Ishares Msci Usa Value Factor

ETFs
-7
- 19.44%
$104.89 - $113.56 $734 - $795
29 $3K
Innovator Etfs Trust
-1.5K
- 39.46%
N/A
2.3K $0
OXYWS
Occidental Pete Corp Wt Exp 08
-7
- 0.31%
N/A
2.27K $0
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-56
- 1.39%
$37.07 - $40.63 $2.08K - $2.28K
3.96K $155K
VEU
Vanguard Ftse All World Ex Us

ETFs
-805
- 5.21%
$56.51 - $62.98 $45.5K - $50.7K
14.7K $889K
IYR
Ishares Tr

ETFs
-1
- 0.13%
$89.49 - $98.98 $89.5 - $99
790 $75K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
-15
- 0.11%
$30.14 - $32.16 $452 - $482
13.9K $429K
IDXX
Idexx Laboratories Inc

Healthcare
-4
- 0.31%
$406.29 - $469.04 $1.63K - $1.88K
1.28K $536K
TIP
Ishares Tr Tips Bd ETF

ETFs
-9
- 0.47%
$106.22 - $111.09 $956 - $1K
1.91K $211K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-14
- 0.59%
$98.98 - $113.18 $1.39K - $1.58K
2.36K $266K
EEM
Ishares Msci Emerging Markets

ETFs
-183
- 1.33%
$40.81 - $45.34 $7.47K - $8.3K
13.6K $592K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-702
- 1.89%
$32.74 - $36.2 $23K - $25.4K
36.4K $1.27M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-170
- 0.89%
$33.84 - $37.77 $5.75K - $6.42K
18.9K $689K
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.66K
- 4.42%
$63.77 - $71.36 $106K - $118K
35.8K $2.46M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.04K
- 1.14%
$89.27 - $92.9 $92.7K - $96.4K
89.9K $8.31M
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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