Wealth Shield Partners, LLC Incresed Positions in Q4 2024

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1
+ 0.32%
$56.06 - $61.35 $56.1 - $61.4
318 $17K
ORCL
Oracle Corp

Technology
21
+ 1.45%
$165.41 - $192.43 $3.47K - $4.04K
1.47K $245K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
51
+ 6.98%
$64.62 - $71.43 $3.3K - $3.64K
782 $50K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
21
+ 0.2%
$18.59 - $18.8 $390 - $395
10.3K $191K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1
+ 0.17%
$33.77 - $44.09 $33.8 - $44.1
597 $20K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
23
+ 0.93%
$69.58 - $74.87 $1.6K - $1.72K
2.5K $174K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
50
+ 0.99%
$17.21 - $18.41 $861 - $921
5.08K $87K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1
+ 0.0%
$33.7 - $37.69 $33.7 - $37.7
27.6K $947K
RY
Royal Bank Of Canada

Financial Services
15
+ 0.84%
$119.72 - $128.02 $1.8K - $1.92K
1.81K $218K
XLB
Select Sector Spdr Fd Material

ETFs
1
+ 0.27%
$83.8 - $97.58 $83.8 - $97.6
368 $30K
VNQ
Vanguard Specialized Funds Van

ETFs
574
+ 8.29%
$87.85 - $98.6 $50.4K - $56.6K
7.5K $668K
IYR
Ishares Tr

ETFs
1
+ 0.13%
$90.74 - $102.87 $90.7 - $103
791 $73K
XMPT
Vaneck Cef Muni Income ETF

ETFs
244
+ 3.0%
$21.33 - $23.19 $5.2K - $5.66K
8.39K $180K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
179
+ 5.36%
$58.88 - $64.8 $10.5K - $11.6K
3.52K $207K
YUM
Yum Brands Inc

Consumer Cyclical
4
+ 0.14%
$130.36 - $139.54 $521 - $558
2.79K $374K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
160
+ 1.61%
$22.21 - $24.22 $3.55K - $3.88K
10.1K $224K
PFE
Pfizer Inc

Healthcare
1.25K
+ 5.77%
$24.8 - $30.19 $31K - $37.8K
22.9K $608K
VGLT
Vanguard Long Term Treasury Et

ETFs
172
+ 3.03%
$55.1 - $61.74 $9.48K - $10.6K
5.85K $323K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.53K
+ 5.1%
$20.55 - $23.26 $31.3K - $35.5K
31.4K $661K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
357
+ 0.7%
$10.39 - $11.25 $3.71K - $4.02K
51.7K $540K
EMB
Ishares Tr

ETFs
86
+ 0.83%
$88.94 - $93.46 $7.65K - $8.04K
10.5K $932K
WDIV
Spdr S&P Global Dividend ETF

ETFs
415
+ 2.46%
$61.96 - $66.71 $25.7K - $27.7K
17.3K $1.07M
IEFA
Ishares Tr

ETFs
58
+ 0.73%
$70.06 - $77.43 $4.06K - $4.49K
8.02K $563K
VOE
Vanguard Mid Cap Value Index F

ETFs
267
+ 1.47%
$160.89 - $176.18 $43K - $47K
18.4K $2.98M
FNDF
Schwab Fundamental Intl Large

ETFs
967
+ 3.43%
$32.92 - $37.15 $31.8K - $35.9K
29.2K $969K
EFG
Msci Eafe Growth ETF

ETFs
8.6K
+ 10.01%
$96.83 - $106.88 $833K - $919K
94.5K $9.15M
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 0.16%
$406.92 - $495.42 $814 - $991
1.28K $530K
CTRE
Care Trust Reit, Inc.

Real Estate
490
+ 1.01%
$26.8 - $32.79 $13.1K - $16.1K
49.1K $1.33M
NXPI
Nxp Semiconductors N.V.

Technology
509
+ 5.29%
$207.27 - $255.58 $106K - $130K
10.1K $2.11M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.74K
+ 4.37%
$55.45 - $61.08 $207K - $228K
89.3K $4.95M
STE
Steris PLC

Healthcare
38
+ 0.49%
$204.34 - $235.7 $7.76K - $8.96K
7.73K $1.59M
NEE
Nextera Energy Inc

Utilities
173
+ 0.62%
$69.77 - $85.43 $12.1K - $14.8K
28.1K $2.02M
TLT
Ishares Barclays 20+ Year Trea

ETFs
411
+ 1.1%
$87.1 - $98.49 $35.8K - $40.5K
37.9K $3.31M
AMD
Advanced Micro Devices Inc

Technology
4.1K
+ 18.87%
$118.88 - $172.8 $487K - $708K
25.8K $3.12M
UNH
Unitedhealth Group Inc

Healthcare
129
+ 1.68%
$485.52 - $625.25 $62.6K - $80.7K
7.79K $3.94M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
84.5K
+ 39.09%
$22.63 - $47.53 $1.91M - $4.02M
301K $6.83M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
360K
+ 71.37%
$18.41 - $40.87 $6.62M - $14.7M
863K $16M
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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