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
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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10
+ 0.81%
$78.11 - $79.07 $781 - $791
1.24K $97K
BOTZ
Global X Fds

ETFs
1
+ 0.31%
$32.14 - $35.96 $32.1 - $36
322 $11K
DIHP
Dimensional ETF Tr Dimensional

ETFs
5
+ 0.46%
$28.69 - $30.59 $143 - $153
1.09K $33K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
20
+ 1.16%
$41.8 - $43.15 $836 - $863
1.75K $74K
MID
American Centy ETF Tr Mid Cap

Technology
3
+ 1.42%
$65.06 - $68.52 $195 - $206
215 $14K
Vs Trust
22.1K
+ 208.07%
N/A
32.8K $0
CSCO
Cisco Systems, Inc.

Technology
65
+ 1.57%
$66.2 - $71.79 $4.3K - $4.67K
4.2K $287K
Blackrock ETF Trust Ii
8.38K
+ 70.8%
N/A
20.2K $0
Blackrock ETF Trust
3.71K
+ 2.47%
N/A
154K $0
FLQH
Franklin Templeton Libertyq In

ETFs
15
+ 0.28%
N/A
5.29K $0
Innovator Etfs Trust
1.52K
+ 24.52%
N/A
7.73K $0
Blackrock ETF Trust
89.4K
+ 134.38%
N/A
156K $0
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1
+ 0.03%
$20.84 - $21.03 $20.8 - $21
3.49K $73K
QTUM
ETF Ser Solutions Defiance Qua
2
+ 3.57%
N/A
58 $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
Ge Vernova Inc
79
+ 15.22%
N/A
598 $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9
+ 1.2%
$42.75 - $43.37 $385 - $390
756 $32K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
1
+ 0.02%
$24.02 - $24.28 $24 - $24.3
4.62K $111K
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
34.9K
+ 12.22%
N/A
320K $0
Lam Research Corp
523
+ 1.9%
N/A
28K $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
CAH
Cardinal Health Inc

Healthcare
2
+ 0.15%
$146.04 - $167.63 $292 - $335
1.37K $215K
CB
Chubb LTD

Financial Services
143
+ 1.87%
$265.99 - $289.59 $38K - $41.4K
7.79K $2.2M
BSX
Boston Scientific Corp

Healthcare
4
+ 0.18%
$97.03 - $108.14 $388 - $433
2.25K $219K
SNPS
Synopsys Inc

Technology
94
+ 2.14%
$387.78 - $645.35 $36.5K - $60.7K
4.49K $2.22M
CI
Cigna Corp

Healthcare
5
+ 0.51%
$262.23 - $334.39 $1.31K - $1.67K
995 $286K
TT
Trane Technologies PLC

Industrials
271
+ 2.65%
$398.96 - $472.54 $108K - $128K
10.5K $4.43M
KO
Coca Cola CO

Consumer Defensive
128
+ 0.66%
$65.67 - $71.67 $8.41K - $9.17K
19.6K $1.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
635
+ 3.6%
$167.28 - $188.45 $106K - $120K
18.3K $3.08M
CRWD
Crowd Strike Holdings, Inc.

Technology
156
+ 1.03%
$412.46 - $514.1 $64.3K - $80.2K
15.3K $7.51M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.15%
$915.95 - $994.57 $4.58K - $4.97K
3.42K $3.17M
AMT
American Tower Corp

Real Estate
590
+ 4.69%
$192.32 - $232.35 $113K - $137K
13.2K $2.53M
ISRG
Intuitive Surgical Inc

Healthcare
240
+ 5.77%
$433.66 - $544.47 $104K - $131K
4.4K $1.97M
NFLX
Netflix Inc

Communication Services
112
+ 2.12%
$1147.87 - $1297.18 $129K - $145K
5.39K $6.46M
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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