Wealth Shield Partners, LLC Sells in Q2 2025

Wealth Shield Partners, LLC

  • $796 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-529
- 6.02%
$20.94 - $26.47 $11.1K - $14K
8.26K $218K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.42K
- 8.52%
$27.26 - $34.48 $38.7K - $49K
15.3K $526K
IWD
Ishares Russell 1000 Val ETF

ETFs
-113
- 2.01%
$166.82 - $194.23 $18.9K - $21.9K
5.52K $1.07M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-85
- 1.12%
$33.46 - $38.01 $2.84K - $3.23K
7.48K $284K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10
- 0.25%
$34.72 - $42.74 $347 - $427
3.95K $168K
LMT
Lockheed Martin Corp

Industrials
-82
- 2.62%
$430.82 - $486.45 $35.3K - $39.9K
3.05K $1.41M
BX
Blackstone Inc.

Financial Services
-11
- 0.73%
$120.07 - $151.11 $1.32K - $1.66K
1.49K $223K
WFC
Wells Fargo & Company

Financial Services
-917
- 8.63%
$60.98 - $80.12 $55.9K - $73.5K
9.7K $777K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-525
- 4.37%
$19.1 - $23.83 $10K - $12.5K
11.5K $273K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-5
- 0.17%
$58.13 - $69.92 $291 - $350
3.02K $211K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-1.39K
- 3.71%
$7.35 - $9.25 $10.2K - $12.9K
36.1K $333K
AVES
American Centy ETF Tr Avantis

ETFs
-100
- 2.19%
$42.02 - $53.63 $4.2K - $5.36K
4.47K $239K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-764
- 3.77%
$51.16 - $62.02 $39.1K - $47.4K
19.5K $1.21M
VEA
Vanguard Ftse Developed Market

ETFs
-1.48K
- 7.32%
$45.65 - $57.01 $67.4K - $84.1K
18.7K $1.07M
CAT
Caterpillar Inc

Industrials
-66
- 5.64%
$273.94 - $388.21 $18.1K - $25.6K
1.1K $428K
TFC
Truist Financial Corp

Financial Services
-64
- 0.24%
$34.79 - $42.99 $2.23K - $2.75K
26.3K $1.13M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-295
- 4.03%
$101.97 - $126.75 $30.1K - $37.4K
7.03K $890K
MS
Morgan Stanley

Financial Services
-13
- 0.6%
$99.83 - $140.86 $1.3K - $1.83K
2.15K $302K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-257
- 3.68%
$108.06 - $135.3 $27.8K - $34.8K
6.73K $910K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-75
- 1.13%
$65.04 - $82.18 $4.88K - $6.16K
6.57K $540K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-145
- 2.6%
$91.62 - $116.16 $13.3K - $16.8K
5.42K $630K
AXP
American Express CO

Financial Services
-19
- 1.42%
$231.39 - $318.98 $4.4K - $6.06K
1.32K $421K
PM
Philip Morris International Inc.

Consumer Defensive
-66
- 2.08%
$149.23 - $184.95 $9.85K - $12.2K
3.1K $564K
COST
Costco Wholesale Corp

Consumer Defensive
-92
- 2.62%
$908.13 - $1056.85 $83.5K - $97.2K
3.42K $3.38M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-235
- 7.3%
$139.8 - $197.22 $32.9K - $46.3K
2.99K $588K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-1.38K
- 2.46%
$32.61 - $38.62 $45.1K - $53.4K
54.7K $2.09M
GLD
Spdr Gold Trust

ETFs
-101
- 1.43%
$273.71 - $316.29 $27.6K - $31.9K
6.98K $2.13M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.31K
- 6.15%
$19.6 - $24.44 $143K - $179K
112K $2.73M
IYW
Ishares Dj Us Tech ETF

ETFs
-4.57K
- 16.68%
$122.57 - $173.27 $560K - $791K
22.8K $3.95M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.07K
- 3.03%
$152.93 - $181.74 $163K - $194K
34.2K $6.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-211
- 0.74%
$39.89 - $49.46 $8.42K - $10.4K
28.1K $1.39M
IXUS
Ishares Tr

ETFs
-278
- 1.57%
$62.37 - $77.63 $17.3K - $21.6K
17.5K $1.35M
GS
Goldman Sachs Group Inc

Financial Services
-10
- 1.34%
$462.22 - $707.75 $4.62K - $7.08K
738 $522K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-1.54K
- 3.12%
$36.45 - $42.47 $56K - $65.3K
47.8K $2.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-366
- 9.21%
$416.06 - $551.64 $152K - $202K
3.61K $1.99M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.34K
- 2.2%
$22.92 - $28.05 $53.6K - $65.6K
104K $2.92M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-705
- 5.42%
$70.54 - $93.95 $49.7K - $66.2K
12.3K $1.16M
ORCL
Oracle Corp

Technology
-3
- 0.16%
$122.82 - $218.63 $368 - $656
1.87K $409K
DGRO
Ishares Core Dividend Growth E

ETFs
-4.05K
- 2.13%
$55.22 - $63.94 $224K - $259K
187K $11.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-84
- 2.26%
$456.74 - $568.03 $38.4K - $47.7K
3.63K $2.06M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-710
- 0.78%
$66.87 - $79.47 $47.5K - $56.4K
90.8K $7.22M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-491
- 1.7%
$58.41 - $72.69 $28.7K - $35.7K
28.5K $2.07M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.04K
- 0.97%
$20.42 - $25.3 $21.2K - $26.3K
106K $2.69M
PLTR
Palantir Technologies Inc.

Technology
-345
- 7.35%
$74.01 - $144.25 $25.5K - $49.8K
4.35K $593K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.22K
- 1.48%
$23.55 - $27.67 $123K - $145K
349K $9.64M
VOT
Vanguard Mid Cap Growth Index

ETFs
-486
- 4.26%
$216.28 - $284.39 $105K - $138K
10.9K $3.11M
EFG
Msci Eafe Growth ETF

ETFs
-3.5K
- 5.93%
$89.8 - $112.0 $314K - $392K
55.5K $6.22M
SPYG
Spdr Portfolio

ETFs
-1.65K
- 4.76%
$71.83 - $95.32 $119K - $157K
33K $3.15M
NVDA
Nvidia Corp

Technology
-37.1K
- 28.86%
$94.31 - $157.99 $3.5M - $5.86M
91.4K $14.4M
Activity Summary
Buys All Purchases 214 New Holdings 45 Increased Positions 169 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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