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
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
275
+ 3.92%
$21.47 - $21.83 $5.9K - $6K
7.29K $158K
XLV
Select Sector Spdr Fund Health

ETFs
29
+ 6.55%
$129.01 - $139.72 $3.74K - $4.05K
472 $65K
HBAN
Huntington Bancshares Inc

Financial Services
29
+ 0.24%
$15.87 - $17.88 $460 - $519
12.3K $211K
CORP
Pimco Investment Grade Corp Bd

ETFs
60
+ 25.97%
$95.87 - $99.18 $5.75K - $5.95K
291 $28K
FNDX
Schwab Fundamental U S Large C

ETFs
9
+ 0.41%
$24.38 - $26.34 $219 - $237
2.21K $58K
V
Visa Inc.

Financial Services
581
+ 4.08%
$332.09 - $358.86 $193K - $208K
14.8K $5.06M
BITO
Proshares Tr Bitcoin Strategy

ETFs
234
New
$18.74 - $23.05 $4.39K - $5.39K
234 $4K
SPMD
Spdr Portfolio

ETFs
4
+ 0.32%
$54.43 - $58.29 $218 - $233
1.24K $71K
IYR
Ishares Tr

ETFs
20
+ 2.53%
$94.16 - $98.46 $1.88K - $1.97K
810 $78K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
39
+ 1.17%
$25.72 - $27.0 $1K - $1.05K
3.38K $90K
XLE
Energy Sector Spdr

ETFs
2
+ 0.44%
$84.25 - $91.99 $169 - $184
461 $41K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
25
+ 0.49%
$17.13 - $17.98 $428 - $450
5.11K $90K
DISV
Dimensional ETF Tr Dimensional

ETFs
6
+ 0.5%
$32.78 - $35.79 $197 - $215
1.2K $42K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
23
+ 0.21%
$18.86 - $19.16 $434 - $441
10.8K $207K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
35
+ 0.33%
$50.47 - $50.74 $1.77K - $1.78K
10.8K $546K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
20
+ 1.16%
$41.8 - $43.15 $836 - $863
1.75K $74K
DIHP
Dimensional ETF Tr Dimensional

ETFs
5
+ 0.46%
$28.69 - $30.59 $143 - $153
1.09K $33K
BOTZ
Global X Fds

ETFs
1
+ 0.31%
$32.14 - $35.96 $32.1 - $36
322 $11K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10
+ 0.81%
$78.11 - $79.07 $781 - $791
1.24K $97K
Wheels Up Experience Inc
18.2K
New
N/A
18.2K $0
Vs Trust
22.1K
+ 208.07%
N/A
32.8K $0
QTUM
ETF Ser Solutions Defiance Qua
2
+ 3.57%
N/A
58 $0
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1
+ 0.03%
$20.84 - $21.03 $20.8 - $21
3.49K $73K
Innovator Etfs Trust
1.52K
+ 24.52%
N/A
7.73K $0
Ge Vernova Inc
79
+ 15.22%
N/A
598 $0
FLBL
Franklin Templeton ETF Tr Libe

ETFs
1
+ 0.02%
$24.02 - $24.28 $24 - $24.3
4.62K $111K
FLQH
Franklin Templeton Libertyq In

ETFs
15
+ 0.28%
N/A
5.29K $0
Blackrock ETF Trust
334
New
N/A
334 $0
Blackrock ETF Trust
89.4K
+ 134.38%
N/A
156K $0
Blackrock ETF Trust
3.71K
+ 2.47%
N/A
154K $0
Blackrock ETF Trust Ii
2.16K
+ 4.16%
N/A
54K $0
Blackrock ETF Trust Ii
8.38K
+ 70.8%
N/A
20.2K $0
CSCO
Cisco Systems, Inc.

Technology
65
+ 1.57%
$66.2 - $71.79 $4.3K - $4.67K
4.2K $287K
MID
American Centy ETF Tr Mid Cap

Technology
3
+ 1.42%
$65.06 - $68.52 $195 - $206
215 $14K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
11
New
$2.4 - $5.57 $26.4 - $61.3
11 $0
YOLO
Advisorshares Tr Pure Cannabis

ETFs
9
New
$1.9 - $3.71 $17.1 - $33.4
9 $0
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6
New
$70.77 - $73.59 $425 - $442
6 $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9
+ 1.2%
$42.75 - $43.37 $385 - $390
756 $32K
Lam Research Corp
523
+ 1.9%
N/A
28K $0
OXYWS
Occidental Pete Corp Wt Exp 08
2.2K
New
N/A
2.2K $0
ALCC
Alt C Acquisition Corp.

Financial Services
5.84K
New
N/A
5.84K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
34.9K
+ 12.22%
N/A
320K $0
Ishares Tr
227
New
N/A
227 $0
Ishares Bitcoin Trust ETF
3.41K
+ 10.27%
N/A
36.6K $0
Schwab Strategic Tr
602
+ 61.05%
N/A
1.59K $0
Proshares Tr
2
New
N/A
2 $0
Proshares Tr
13.8K
New
N/A
13.8K $0
USA
Liberty All Star Equity Fund

Financial Services
280
+ 1.74%
$6.34 - $6.94 $1.78K - $1.94K
16.4K $103K
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.3%
$288.69 - $310.94 $866 - $933
1.01K $297K
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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