Wealth Shield Partners, LLC Purchases in Q3 2025

Wealth Shield Partners, LLC

  • $839 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
188
+ 10.4%
$118.37 - $139.46 $22.3K - $26.2K
2K $271K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
100
+ 0.38%
$73.94 - $78.51 $7.39K - $7.85K
26.6K $2.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
200
+ 0.33%
$26.38 - $27.95 $5.28K - $5.59K
60.1K $1.64M
WDIV
Spdr S&P Global Dividend ETF

ETFs
181
+ 0.99%
$70.16 - $73.96 $12.7K - $13.4K
18.4K $1.34M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2K
+ 4.82%
$22.64 - $23.22 $45.2K - $46.3K
43.4K $1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
440
+ 3.71%
$102.4 - $103.88 $45.1K - $45.7K
12.3K $1.27M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
225
+ 0.41%
$37.98 - $39.81 $8.55K - $8.96K
55K $2.14M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
567
+ 1.57%
$9.2 - $10.5 $5.22K - $5.95K
36.6K $380K
PFE
Pfizer Inc

Healthcare
658
+ 2.68%
$23.29 - $25.88 $15.3K - $17K
25.2K $642K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.43K
+ 753.85%
$11.15 - $11.87 $38.2K - $40.7K
3.89K $45K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.11K
+ 3.28%
$20.76 - $21.78 $23K - $24.2K
35K $754K
CME
Cme Group Inc.

Financial Services
358
+ 3.27%
$258.83 - $287.1 $92.7K - $103K
11.3K $3.06M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
558
+ 8.75%
$42.39 - $44.63 $23.7K - $24.9K
6.94K $309K
VGLT
Vanguard Long Term Treasury Et

ETFs
503
+ 4.56%
$54.21 - $57.41 $27.3K - $28.9K
11.5K $655K
LOW
Lowes Companies Inc

Consumer Cyclical
14
+ 1.29%
$215.01 - $273.02 $3.01K - $3.82K
1.1K $277K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
725
+ 19.97%
$33.05 - $35.83 $24K - $26K
4.36K $155K
QCOM
Qualcomm Inc

Technology
2
+ 0.04%
$145.84 - $173.55 $292 - $347
4.63K $770K
PCEF
Invesco Cef Income Composite E

ETFs
315
+ 0.51%
$19.5 - $20.24 $6.14K - $6.38K
62.4K $1.25M
BX
Blackstone Inc.

Financial Services
3
+ 0.2%
$152.77 - $188.68 $458 - $566
1.49K $255K
DLR
Digital Realty Trust, Inc.

Real Estate
324
+ 1.89%
$161.21 - $180.02 $52.2K - $58.3K
17.5K $3.02M
PPL
Ppl Corp

Utilities
1
+ 0.01%
$33.54 - $37.24 $33.5 - $37.2
9.08K $337K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16
+ 0.15%
$36.04 - $38.78 $577 - $620
10.4K $400K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
194
+ 6.35%
$68.24 - $73.73 $13.2K - $14.3K
3.25K $238K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
41
+ 4.15%
$50.79 - $76.4 $2.08K - $3.13K
1.03K $78K
IBM
International Business Machines Corp

Technology
267
+ 6.84%
$234.77 - $292.47 $62.7K - $78.1K
4.17K $1.18M
XLRE
Select Sector Spdr Tr Real Est

ETFs
361
+ 2.89%
$40.94 - $42.85 $14.8K - $15.5K
12.9K $541K
MRK
Merck & Co., Inc.

Healthcare
26
+ 0.58%
$77.6 - $87.37 $2.02K - $2.27K
4.51K $378K
EW
Edwards Lifesciences Corp

Healthcare
439
+ 1.73%
$73.75 - $81.83 $32.4K - $35.9K
25.8K $2M
GAL
Ssga Active ETF Tr

ETFs
283
+ 6.77%
$46.79 - $49.44 $13.2K - $14K
4.47K $219K
AXP
American Express CO

Financial Services
8
+ 0.61%
$294.27 - $342.31 $2.35K - $2.74K
1.33K $441K
DEW
Wisdomtree Tr Global High Divi

ETFs
282
+ 36.11%
$57.31 - $60.64 $16.2K - $17.1K
1.06K $63K
NUDM
Nuveen Esg International Devel

ETFs
510
New
$34.72 - $37.63 $17.7K - $19.2K
510 $19K
SCHW
Schwab Charles Corp

Financial Services
61
+ 2.15%
$91.03 - $98.69 $5.55K - $6.02K
2.9K $276K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
434
New
$36.71 - $38.11 $15.9K - $16.5K
434 $16K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
90
+ 6.9%
$35.24 - $44.04 $3.17K - $3.96K
1.39K $60K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
310
+ 0.54%
$18.32 - $18.72 $5.68K - $5.8K
57.5K $1.07M
RYLD
Global X Fds Russell 2000 Cove

ETFs
794
+ 8.02%
$14.46 - $15.29 $11.5K - $12.1K
10.7K $160K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
27
+ 0.18%
$31.28 - $32.14 $845 - $868
15.2K $487K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.1%
$139.5 - $153.94 $419 - $462
2.91K $442K
DFSV
Dimensional ETF Tr Dimensional

ETFs
18
+ 0.46%
$29.2 - $32.74 $526 - $589
3.95K $125K
SPIB
Spdr Portfolio Intermediate Te

ETFs
156
+ 0.96%
$33.26 - $34.01 $5.19K - $5.31K
16.4K $556K
XLI
Industrial Sector Spdr

ETFs
64
+ 711.11%
$147.94 - $154.99 $9.47K - $9.92K
73 $11K
DUHP
Dimensional ETF Tr Dimensional

ETFs
11
+ 0.29%
$35.76 - $37.93 $393 - $417
3.8K $143K
IEF
Ishares Barclays

ETFs
46
+ 0.75%
$93.91 - $97.26 $4.32K - $4.47K
6.15K $593K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
130
+ 1.26%
$21.99 - $23.38 $2.86K - $3.04K
10.5K $241K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.15%
$155.79 - $172.55 $156 - $173
656 $110K
HYDB
Ishares Tr Edge High Yield Def

ETFs
117
+ 2.54%
$47.03 - $47.97 $5.5K - $5.61K
4.72K $225K
PIO
Invesco Exchange Traded Fd Tr

ETFs
120
+ 4.03%
$43.84 - $45.74 $5.26K - $5.49K
3.1K $139K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.07%
$136.48 - $142.97 $136 - $143
1.39K $194K
Activity Summary
Buys All Purchases 213 New Holdings 24 Increased Positions 189 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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