Wealth Shield Partners, LLC Purchases in Q4 2024

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
322K
+ 558.53%
$25.35 - $25.53 $8.15M - $8.21M
379K $9.65M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
11.9K
+ 425.13%
$201.32 - $217.44 $2.4M - $2.59M
14.7K $3.04M
BOND
Pimco Active Bond Exchange Tra

ETFs
25.8K
+ 39.66%
$90.42 - $94.5 $2.33M - $2.44M
90.9K $8.22M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
21K
+ 29.93%
$78.43 - $87.17 $1.64M - $1.83M
91K $7.29M
VTV
Vanguard Value ETF

ETFs
11.8K
+ 20.56%
$168.32 - $181.87 $1.99M - $2.15M
69.4K $11.8M
CDNS
Cadence Design Systems Inc

Technology
5.35K
New
$249.1 - $324.54 $1.33M - $1.74M
5.35K $1.61M
SNPS
Synopsys Inc

Technology
3.22K
New
$485.36 - $588.0 $1.56M - $1.89M
3.22K $1.56M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
31.2K
+ 129.45%
$45.38 - $46.88 $1.42M - $1.46M
55.3K $2.52M
O
Realty Income Corp

Real Estate
24.6K
New
$51.76 - $64.71 $1.27M - $1.59M
24.6K $1.31M
HPE
Hewlett Packard Enterprise CO

Technology
53.2K
New
$19.31 - $23.95 $1.03M - $1.27M
53.2K $1.14M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
12.9K
+ 22.6%
$86.65 - $94.9 $1.12M - $1.23M
70K $6.09M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
19.3K
+ 2870.18%
$34.96 - $35.65 $676K - $690K
20K $702K
FDN
First Tr Fd Dow Jones

ETFs
1.74K
+ 23.52%
$210.5 - $257.24 $367K - $449K
9.16K $2.23M
IAU
Ishares Gold Trust

ETFs
13K
New
$48.37 - $52.65 $629K - $684K
13K $643K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.04K
+ 9.93%
$84.34 - $95.14 $509K - $575K
66.9K $5.83M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.6K
+ 958.08%
$311.11 - $335.64 $498K - $537K
1.77K $569K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.68K
+ 11.15%
$174.22 - $187.62 $641K - $690K
36.7K $6.43M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
5.17K
+ 114.02%
$98.41 - $98.98 $509K - $512K
9.71K $955K
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.11K
+ 478.14%
$113.79 - $124.5 $468K - $512K
4.97K $570K
FIS
Fidelity National Information Services, Inc.

Technology
5.91K
+ 27.39%
$80.14 - $90.95 $474K - $538K
27.5K $2.22M
C
Citigroup Inc

Financial Services
1.36K
+ 3.41%
$61.31 - $72.5 $83.5K - $98.7K
41.3K $2.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
667
+ 15.72%
$521.84 - $558.82 $348K - $373K
4.91K $2.65M
HYDB
Ishares Tr Edge High Yield Def

ETFs
8.29K
New
$46.68 - $47.95 $387K - $398K
8.29K $389K
SCHG
Schwab Strategic Tr Us Large C

ETFs
422K
+ 282.97%
$25.93 - $105.3 $10.9M - $44.5M
571K $15.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
6.77K
+ 17.81%
$50.23 - $50.46 $340K - $342K
44.8K $2.25M
SPYG
Spdr Portfolio

ETFs
1.84K
+ 5.69%
$81.74 - $91.38 $150K - $168K
34.2K $3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.88K
+ 24.56%
$51.09 - $55.27 $351K - $380K
34.9K $1.78M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
25.5K
+ 52.3%
$12.16 - $13.26 $310K - $338K
74.2K $937K
PLTR
Palantir Technologies Inc.

Technology
3.74K
New
$36.46 - $82.38 $136K - $308K
3.74K $283K
XLF
Financial Sector Spdr

ETFs
3.78K
+ 11.5%
$44.89 - $51.34 $170K - $194K
36.6K $1.77M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2K
+ 4.22%
$55.73 - $66.16 $111K - $132K
49.3K $2.97M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.4K
+ 21.02%
$50.53 - $55.55 $222K - $244K
25.3K $1.29M
CME
Cme Group Inc.

Financial Services
192
+ 1.27%
$221.17 - $246.02 $42.5K - $47.2K
15.3K $3.55M
DIS
Walt Disney CO

Communication Services
1.9K
New
$92.39 - $117.6 $176K - $224K
1.9K $211K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.57K
New
$45.39 - $62.98 $162K - $225K
3.57K $202K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.26K
+ 41.65%
$83.09 - $89.28 $188K - $202K
7.69K $653K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.93K
+ 47.71%
$87.25 - $95.52 $168K - $184K
5.96K $526K
TJX
Tjx Companies Inc

Consumer Cyclical
680
+ 2.6%
$112.15 - $127.2 $76.3K - $86.5K
26.9K $3.25M
POCT
Innovator U.S. Equity Power Bu

ETFs
3.91K
New
$38.63 - $40.03 $151K - $157K
3.91K $154K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.94K
+ 20.4%
$106.56 - $113.11 $207K - $219K
11.4K $1.22M
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
12.6K
New
$11.64 - $13.26 $147K - $167K
12.6K $147K
PANW
Palo Alto Networks Inc

Technology
11.1K
+ 94.72%
$181.96 - $405.9 $2.01M - $4.49M
22.8K $4.14M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
5.37K
+ 16.93%
$38.96 - $43.28 $209K - $232K
37.1K $1.46M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
5.1K
+ 20.84%
$34.46 - $38.29 $176K - $195K
29.5K $1.03M
VTI
Vanguard Total Stock Market Et

ETFs
348
+ 9.32%
$280.04 - $302.45 $97.5K - $105K
4.08K $1.18M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
4.48K
New
$26.65 - $29.34 $119K - $131K
4.48K $121K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.95K
+ 24.07%
$44.04 - $49.49 $174K - $196K
20.4K $897K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39.2K
+ 232.58%
$26.93 - $84.95 $1.06M - $3.33M
56.1K $1.53M
USCI
United States Commodity Index Funds Trust

ETFs
955
+ 8.4%
$61.93 - $66.56 $59.1K - $63.6K
12.3K $814K
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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