Wealth Shield Partners, LLC Portfolio Holdings by Sector
Wealth Shield Partners, LLC
- $839 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV SCHF MGK IVW SCHG DYNF IEMG IVE 381 stocks |
$546,702
65.21% of portfolio
|
113
|
123
|
8
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD PANW SNPS PLTR ORCL 6 stocks |
$30,223
3.61% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO NXPI ADI QCOM AMD MU TSM 8 stocks |
$30,124
3.59% of portfolio
|
5
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$19,102
2.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG DASH 4 stocks |
$19,069
2.27% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C BAC WFC RY 5 stocks |
$16,954
2.02% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER CRM CDNS 3 stocks |
$11,673
1.39% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$10,072
1.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE CME 3 stocks |
$9,383
1.12% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$8,785
1.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK NEE PEG PPL WEC SO 6 stocks |
$8,743
1.04% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP 3 stocks |
$7,708
0.92% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI 2 stocks |
$7,506
0.9% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LHX LMT BA RTX NOC 5 stocks |
$7,112
0.85% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$6,732
0.8% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$6,436
0.77% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN CMI GE 3 stocks |
$6,427
0.77% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$6,222
0.74% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV PFE BMY MRK 6 stocks |
$6,183
0.74% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM SBUX 3 stocks |
$5,681
0.68% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR AMT 2 stocks |
$5,547
0.66% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$4,856
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI HPE CSCO 3 stocks |
$4,690
0.56% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$4,637
0.55% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS 3 stocks |
$4,328
0.52% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW ABT ZBH BSX 4 stocks |
$2,806
0.33% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$2,802
0.33% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NFJ BTZ RMT BK CEF BX QQQX BGY 10 stocks |
$2,793
0.33% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FIS IBM 2 stocks |
$2,781
0.33% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP 3 stocks |
$2,292
0.27% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$2,203
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$2,198
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Banks—Regional | Financial Services
TFC FCNCA HBAN 3 stocks |
$2,046
0.24% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX DGX 2 stocks |
$2,006
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1,968
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,947
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$1,868
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX 2 stocks |
$1,761
0.21% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1,716
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
CTRE 1 stocks |
$1,677
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$1,510
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Closed-End Fund - Foreign | ETFs
EEM VPL 2 stocks |
$1,261
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS SCHW 3 stocks |
$1,205
0.14% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$935
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$709
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$607
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$557
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$535
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX 2 stocks |
$501
0.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG WMB 2 stocks |
$465
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP OXY 2 stocks |
$374
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA 1 stocks |
$323
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$297
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$283
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$278
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
TOI 1 stocks |
$244
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TGTX 1 stocks |
$218
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$215
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
DNN 1 stocks |
$34
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|