Wealth Shield Partners, LLC Incresed Positions in Q3 2025

Wealth Shield Partners, LLC

  • $839 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
6.07K
+ 15.27%
$22.89 - $23.7 $139K - $144K
45.8K $1.08M
MBB
Ishares Tr

ETFs
1.08K
+ 2.67%
$92.46 - $95.73 $99.9K - $103K
41.5K $3.95M
DUK
Duke Energy Corp

Utilities
7
+ 0.03%
$116.31 - $125.93 $814 - $882
25.5K $3.15M
FNDF
Schwab Fundamental Intl Large

ETFs
795
+ 2.12%
$39.84 - $43.15 $31.7K - $34.3K
38.2K $1.64M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.75K
+ 6.48%
$50.23 - $50.48 $138K - $139K
45.2K $2.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11
+ 0.04%
$49.43 - $54.52 $544 - $600
28.1K $1.52M
VZ
Verizon Communications Inc

Communication Services
1.77K
+ 2.25%
$40.84 - $45.06 $72.5K - $79.9K
80.7K $3.55M
ORCL
Oracle Corp

Technology
4
+ 0.21%
$218.96 - $328.33 $876 - $1.31K
1.88K $527K
PANW
Palo Alto Networks Inc

Technology
628
+ 4.46%
$167.06 - $208.19 $105K - $131K
14.7K $3M
UNP
Union Pacific Corp

Industrials
290
+ 4.16%
$214.91 - $237.16 $62.3K - $68.8K
7.26K $1.72M
IWR
Ishares Russell Mid Cap ETF

ETFs
964
+ 21.76%
$92.26 - $97.51 $88.9K - $94K
5.39K $520K
PEP
Pepsico Inc

Consumer Defensive
158
+ 1.49%
$133.81 - $152.16 $21.1K - $24K
10.7K $1.51M
CAT
Caterpillar Inc

Industrials
18
+ 1.63%
$390.92 - $477.15 $7.04K - $8.59K
1.12K $535K
NUSC
Nuveen Esg Small Cap ETF

ETFs
90
+ 0.3%
$40.43 - $44.52 $3.64K - $4.01K
30.3K $1.33M
VEA
Vanguard Ftse Developed Market

ETFs
833
+ 4.46%
$56.02 - $60.3 $46.7K - $50.2K
19.5K $1.17M
EMB
Ishares Tr

ETFs
702
+ 4.94%
$91.52 - $95.59 $64.2K - $67.1K
14.9K $1.42M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
266
+ 5.28%
$68.94 - $86.3 $18.3K - $23K
5.3K $457K
GE
General Electric CO

Industrials
26
+ 1.2%
$244.75 - $305.63 $6.36K - $7.95K
2.2K $660K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
311
+ 1.13%
$59.61 - $63.09 $18.5K - $19.6K
27.9K $1.76M
IXUS
Ishares Tr

ETFs
25
+ 0.14%
$76.35 - $82.58 $1.91K - $2.06K
17.5K $1.44M
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.89K
+ 72.43%
$43.83 - $45.64 $82.9K - $86.4K
4.5K $205K
FBT
First Trust Nyse Arca Biotechn

ETFs
5
+ 0.1%
$159.46 - $180.52 $797 - $903
4.79K $858K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
17
+ 0.57%
$195.29 - $223.85 $3.32K - $3.81K
3K $666K
EFA
Ishares Tr Msci Eafe ETF

ETFs
301
+ 2.44%
$87.29 - $93.61 $26.3K - $28.2K
12.6K $1.18M
ADI
Analog Devices Inc

Technology
88
+ 1.24%
$220.68 - $255.63 $19.4K - $22.5K
7.21K $1.77M
MA
Mastercard Inc

Financial Services
88
+ 2.32%
$550.18 - $598.96 $48.4K - $52.7K
3.89K $2.21M
IWB
Ishares Tr Russell 1000 ETF

ETFs
179
+ 53.75%
$339.37 - $366.46 $60.7K - $65.6K
512 $187K
BAC
Bank Of America Corp

Financial Services
20
+ 0.13%
$44.92 - $52.42 $898 - $1.05K
16K $826K
VB
Vanguard Small Cap ETF

ETFs
16
+ 0.42%
$237.58 - $259.17 $3.8K - $4.15K
3.82K $970K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.27%
$696.56 - $806.32 $1.39K - $1.61K
740 $589K
RTX
Raytheon Technologies Corp

Industrials
37
+ 1.3%
$144.19 - $167.33 $5.34K - $6.19K
2.89K $483K
USCI
United States Commodity Index Funds Trust

ETFs
83
+ 0.64%
$72.95 - $78.86 $6.05K - $6.55K
13K $1.01M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
381
+ 1.36%
$31.31 - $34.54 $11.9K - $13.2K
28.4K $957K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.12K
+ 2.26%
$50.85 - $51.35 $56.9K - $57.5K
50.6K $2.59M
IEFA
Ishares Tr

ETFs
330
+ 3.8%
$81.7 - $87.53 $27K - $28.9K
9.01K $786K
CVX
Chevron Corp

Energy
11
+ 0.23%
$145.57 - $161.83 $1.6K - $1.78K
4.89K $759K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
340
+ 0.15%
$22.9 - $23.58 $7.79K - $8.02K
231K $5.42M
VONE
Vanguard Russell 1000 ETF

ETFs
23
+ 0.97%
$280.68 - $303.97 $6.46K - $6.99K
2.39K $723K
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
WDIV
Spdr S&P Global Dividend ETF

ETFs
181
+ 0.99%
$70.16 - $73.96 $12.7K - $13.4K
18.4K $1.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
200
+ 0.33%
$26.38 - $27.95 $5.28K - $5.59K
60.1K $1.64M
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
PFE
Pfizer Inc

Healthcare
658
+ 2.68%
$23.29 - $25.88 $15.3K - $17K
25.2K $642K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
567
+ 1.57%
$9.2 - $10.5 $5.22K - $5.95K
36.6K $380K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.43K
+ 753.85%
$11.15 - $11.87 $38.2K - $40.7K
3.89K $45K
PEG
Public Service Enterprise Group Inc

Utilities
704
+ 2.59%
$79.99 - $90.14 $56.3K - $63.5K
27.9K $2.33M
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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