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
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.8K
- 57.75%
$35.71 - $37.1 $64.3K - $66.8K
1.32K $48K
GE
General Electric CO

Industrials
-131
- 6.91%
$159.95 - $194.23 $21K - $25.4K
1.77K $294K
SMB
Vaneck Short Muni ETF

ETFs
-3.49K
- 41.27%
$17.07 - $17.26 $59.5K - $60.2K
4.96K $84K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.5K
- 81.48%
$40.12 - $41.68 $60.2K - $62.5K
341 $14K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-540
- 6.85%
$118.0 - $127.04 $63.7K - $68.6K
7.35K $893K
XLV
Select Sector Spdr Fund Health

ETFs
-291
- 30.38%
$136.28 - $154.74 $39.7K - $45K
667 $91K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-144
- 1.89%
$134.53 - $150.65 $19.4K - $21.7K
7.47K $1.01M
LOW
Lowes Companies Inc

Consumer Cyclical
-104
- 10.64%
$244.52 - $284.07 $25.4K - $29.5K
873 $215K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-10
- 0.15%
$70.63 - $78.23 $706 - $782
6.58K $467K
IBM
International Business Machines Corp

Technology
-210
- 8.4%
$204.9 - $238.04 $43K - $50K
2.29K $503K
IYE
Ishares Tr

ETFs
-1K
- 63.41%
$43.93 - $51.37 $43.9K - $51.4K
577 $26K
TIP
Ishares Tr Tips Bd ETF

ETFs
-313
- 14.04%
$106.33 - $110.69 $33.3K - $34.6K
1.92K $204K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-1.35K
- 20.66%
$33.03 - $34.15 $44.5K - $46K
5.18K $175K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-235
- 11.17%
$89.81 - $104.0 $21.1K - $24.4K
1.87K $168K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-4.49K
- 11.01%
$9.32 - $10.4 $41.8K - $46.7K
36.3K $353K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-740
- 1.36%
$18.04 - $18.54 $13.3K - $13.7K
53.8K $973K
XLE
Energy Sector Spdr

ETFs
-420
- 38.25%
$83.32 - $97.27 $35K - $40.9K
678 $58K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-28
- 0.98%
$114.08 - $125.68 $3.19K - $3.52K
2.82K $323K
RTX
Raytheon Technologies Corp

Industrials
-169
- 6.22%
$114.45 - $127.21 $19.3K - $21.5K
2.55K $295K
TFC
Truist Financial Corp

Financial Services
-1.13K
- 4.23%
$41.51 - $48.1 $46.9K - $54.4K
25.6K $1.11M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-542
- 10.15%
$59.74 - $60.03 $32.4K - $32.5K
4.8K $286K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-319
- 20.71%
$100.16 - $100.7 $32K - $32.1K
1.22K $122K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-965
- 8.99%
$25.3 - $26.31 $24.4K - $25.4K
9.77K $249K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-750
- 50.0%
$38.02 - $42.79 $28.5K - $32.1K
750 $29K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-664
- 28.12%
$41.17 - $43.34 $27.3K - $28.8K
1.7K $70K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-610
- 86.16%
$46.33 - $48.6 $28.3K - $29.6K
98 $4K
AVES
American Centy ETF Tr Avantis

ETFs
-25
- 0.54%
$46.2 - $53.09 $1.16K - $1.33K
4.57K $211K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-747
- 37.94%
$36.74 - $40.43 $27.4K - $30.2K
1.22K $45K
JCI
Johnson Controls International PLC

Industrials
-822
- 2.86%
$74.23 - $86.6 $61K - $71.2K
27.9K $2.2M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-362
- 1.27%
$50.35 - $50.69 $18.2K - $18.3K
28.1K $1.41M
WFC
Wells Fargo & Company

Financial Services
-2.25K
- 23.06%
$54.98 - $77.35 $124K - $174K
7.51K $527K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-744
- 6.71%
$33.92 - $36.6 $25.2K - $27.2K
10.3K $357K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-707
- 20.32%
$33.71 - $34.99 $23.8K - $24.7K
2.77K $95K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-370
- 1.9%
$40.15 - $42.9 $14.9K - $15.9K
19.1K $769K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-225
- 50.0%
$87.41 - $97.21 $19.7K - $21.9K
225 $20K
IYT
Ishares Tr U.S. Transportation

ETFs
-280
- 39.33%
$66.79 - $75.4 $18.7K - $21.1K
432 $29K
IXC
Ishares Tr Global Energy ETF

ETFs
-308
- 7.95%
$36.95 - $43.06 $11.4K - $13.3K
3.57K $136K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-165
- 2.28%
$56.33 - $61.73 $9.29K - $10.2K
7.07K $402K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-152
- 10.44%
$32.56 - $42.89 $4.95K - $6.52K
1.3K $43K
ADP
Automatic Data Processing Inc

Industrials
-118
- 12.09%
$280.08 - $307.97 $33K - $36.3K
858 $251K
AXP
American Express CO

Financial Services
-137
- 14.89%
$267.35 - $305.57 $36.6K - $41.9K
783 $232K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-124
- 2.99%
$38.37 - $42.82 $4.76K - $5.31K
4.02K $154K
PPL
Ppl Corp

Utilities
-316
- 3.37%
$31.47 - $35.0 $9.94K - $11.1K
9.07K $294K
BAC
Bank Of America Corp

Financial Services
-1.18K
- 14.07%
$39.22 - $47.77 $46.4K - $56.5K
7.23K $317K
HEFA
Ishares Currency Hedged Msci E

ETFs
-320
- 5.23%
$34.42 - $35.88 $11K - $11.5K
5.79K $201K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-115
- 2.34%
$44.87 - $46.86 $5.16K - $5.39K
4.81K $215K
BALT
Innovator Etfs Tr
-526
- 20.09%
$30.76 - $31.55 $16.2K - $16.6K
2.09K $65K
PFF
Ishares Trust Ishares Pfd And

ETFs
-37
- 0.49%
$31.23 - $33.51 $1.16K - $1.24K
7.52K $236K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-440
- 5.47%
$21.02 - $21.57 $9.25K - $9.49K
7.6K $160K
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
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