Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $761 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LEG
Leggett & Platt Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
4,457
$44.84 - $51.74 $200K - $231K
LMND
Lemonade, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
333
$65.67 - $112.75 $21.9K - $37.5K
LUMN
Lumen Technologies, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
1,020
$11.34 - $13.74 $11.6K - $14K
LYFT
Lyft, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
216
$45.89 - $62.79 $9.91K - $13.6K
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2021 Filed on Nov 12, 2021
253
$45.18 - $50.0 $11.4K - $12.7K
MGA
Magna International Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
193
$74.21 - $94.14 $14.3K - $18.2K
MTW
Manitowoc CO Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
525
$20.52 - $26.92 $10.8K - $14.1K
MAR
Marriott International Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
513
$130.0 - $154.32 $66.7K - $79.2K
MAS
Masco Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
278
$55.05 - $62.93 $15.3K - $17.5K
MLAB
Mesa Laboratories Inc

Technology
Q3 2021 Filed on Nov 12, 2021
150
$266.92 - $322.44 $40K - $48.4K
MET
Metlife Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
265
$55.86 - $63.61 $14.8K - $16.9K
MRNA
Moderna, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
278
$221.9 - $484.47 $61.7K - $135K
MNST
Monster Beverage Corp

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
694
$88.83 - $98.79 $61.6K - $68.6K
NGG
National Grid PLC

Utilities
Q3 2021 Filed on Nov 12, 2021
1,045
$59.63 - $67.01 $62.3K - $70K
NNN
National Retail Properties, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
1,373
$43.19 - $49.75 $59.3K - $68.3K
NYMT
New York Mortgage Trust Inc

Real Estate
Q3 2021 Filed on Nov 12, 2021
7,000
$4.2 - $4.55 $29.4K - $31.9K
NOK
Nokia Corp

Technology
Q3 2021 Filed on Nov 12, 2021
7,200
$5.35 - $6.29 $38.5K - $45.3K
GEN
Gen Digital Inc Com
Q3 2021 Filed on Nov 12, 2021
914
N/A
NVS
Novartis Ag

Healthcare
Q3 2021 Filed on Nov 12, 2021
1,118
$81.78 - $95.14 $91.4K - $106K
NVAX
Novavax Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
500
$177.8 - $270.58 $88.9K - $135K
Nuance Communications Inc
Q3 2021 Filed on Nov 12, 2021
223
N/A
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
8,730
$9.79 - $10.06 $85.5K - $87.8K
NTR
Nutrien Ltd.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
550
$57.51 - $66.26 $31.6K - $36.4K
OKE
Oneok Inc

Energy
Q3 2021 Filed on Nov 12, 2021
1,013
$49.27 - $58.9 $49.9K - $59.7K
OSK
Oshkosh Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
100
$102.37 - $125.59 $10.2K - $12.6K
OTTR
Otter Tail Corp

Utilities
Q3 2021 Filed on Nov 12, 2021
1,643
$47.98 - $57.73 $78.8K - $94.9K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
446
$177.8 - $200.2 $79.3K - $89.3K
PKX
Posco Holdings Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
506
$65.66 - $79.75 $33.2K - $40.4K
PPG
Ppg Industries Inc

Basic Materials
Q3 2021 Filed on Nov 12, 2021
814
$143.01 - $172.3 $116K - $140K
PAYX
Paychex Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
628
$106.73 - $118.19 $67K - $74.2K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
1,529
$65.08 - $84.84 $99.5K - $130K
PESI
Perma Fix Environmental Services Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
2,683
$5.6 - $6.9 $15K - $18.5K
DOC
Physicians Realty Trust

Real Estate
Q3 2021 Filed on Nov 12, 2021
543
$17.62 - $18.97 $9.57K - $10.3K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
733
$17.63 - $19.43 $12.9K - $14.2K
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
670
$50.37 - $80.29 $33.7K - $53.8K
PHT
Pioneer High Income Fund, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,072
$9.65 - $11.15 $10.3K - $12K
PLUG
Plug Power Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
2,206
$23.76 - $33.31 $52.4K - $73.5K
PINC
Premier, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
521
$34.87 - $39.69 $18.2K - $20.7K
PFG
Principal Financial Group Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
601
$59.2 - $68.12 $35.6K - $40.9K
PSA
Public Storage

Real Estate
Q3 2021 Filed on Nov 12, 2021
123
$296.74 - $331.04 $36.5K - $40.7K
QRVO
Qorvo, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
225
$167.19 - $195.67 $37.6K - $44K
RPM
Rpm International Inc

Basic Materials
Q3 2021 Filed on Nov 12, 2021
400
$77.65 - $90.89 $31.1K - $36.4K
RF
Regions Financial Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
756
$18.14 - $21.76 $13.7K - $16.5K
RIO
Rio Tinto PLC

Basic Materials
Q3 2021 Filed on Nov 12, 2021
430
$65.37 - $89.39 $28.1K - $38.4K
ROK
Rockwell Automation, Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
74
$284.0 - $327.14 $21K - $24.2K
RYAAY
Ryanair Holdings PLC

Industrials
Q3 2021 Filed on Nov 12, 2021
251
$97.83 - $115.37 $24.6K - $29K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
6,406
$141.52 - $150.69 $907K - $965K
RLY
Ssga Active ETF Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
1,994
$27.44 - $29.03 $54.7K - $57.9K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q3 2021 Filed on Nov 12, 2021
615
$48.16 - $48.66 $29.6K - $29.9K
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