Wealth Shield Partners, LLC Sells in Q3 2025

Wealth Shield Partners, LLC

  • $839 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-33.5K
- 60.28%
$106.99 - $114.46 $3.58M - $3.83M
22K $2.51M
IYW
Ishares Dj Us Tech ETF

ETFs
-18.3K
- 80.2%
$171.38 - $197.01 $3.13M - $3.6M
4.52K $884K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-11.6K
- 15.98%
$182.33 - $194.5 $2.11M - $2.25M
60.9K $11.8M
EFV
Msci Eafe Value ETF

ETFs
-28.5K
- 13.38%
$62.79 - $68.42 $1.79M - $1.95M
185K $12.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.8K
- 23.52%
$97.75 - $100.75 $665K - $685K
22.1K $2.22M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-16.8K
- 5.74%
$45.6 - $46.92 $767K - $790K
276K $12.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.8K
- 14.04%
$72.57 - $74.72 $639K - $658K
53.9K $4.01M
FIS
Fidelity National Information Services, Inc.

Technology
-1.98K
- 7.52%
$63.37 - $82.35 $125K - $163K
24.3K $1.6M
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
-13.5K
- 99.35%
$30.14 - $32.18 $406K - $433K
88 $2K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-642
- 64.91%
$567.09 - $607.37 $364K - $390K
347 $206K
SUB
Ishares Short Term National Mu

ETFs
-2.88K
- 38.36%
$106.17 - $107.3 $306K - $309K
4.63K $493K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-5.06K
- 44.79%
$62.54 - $68.42 $316K - $346K
6.24K $420K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-2.96K
- 35.52%
$98.41 - $98.89 $291K - $293K
5.38K $531K
NKE
Nike, Inc.

Consumer Cyclical
-2.62K
- 7.64%
$69.24 - $79.24 $181K - $207K
31.6K $2.2M
VIG
Vanguard Dividend Appreciation

ETFs
-1.16K
- 2.08%
N/A
54.6K $9.95M
HEFA
Ishares Currency Hedged Msci E

ETFs
-4K
- 82.89%
$37.2 - $39.61 $149K - $158K
825 $32K
PG
Procter & Gamble CO

Consumer Defensive
-590
- 5.66%
$150.47 - $161.22 $88.8K - $95.1K
9.83K $1.51M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-5.28K
- 1.57%
$25.39 - $25.57 $134K - $135K
331K $8.47M
AMZN
Amazon Com Inc

Consumer Cyclical
-543
- 1.17%
$211.65 - $238.24 $115K - $129K
45.9K $10.1M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-3.35K
- 6.93%
$44.22 - $45.74 $148K - $153K
45K $2.05M
IWD
Ishares Russell 1000 Val ETF

ETFs
-779
- 14.12%
$192.76 - $203.86 $150K - $159K
4.74K $964K
LLY
Eli Lilly & CO

Healthcare
-70
- 2.16%
$625.65 - $812.69 $43.8K - $56.9K
3.17K $2.41M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.01K
- 10.18%
$107.66 - $112.36 $109K - $114K
8.92K $994K
PM
Philip Morris International Inc.

Consumer Defensive
-160
- 5.16%
$157.77 - $183.27 $25.2K - $29.3K
2.94K $476K
META
Meta Platforms, Inc.

Communication Services
-64
- 0.6%
$695.21 - $791.73 $44.5K - $50.7K
10.7K $7.82M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.68K
- 6.22%
$50.52 - $50.75 $84.8K - $85.2K
25.3K $1.29M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-990
- 5.58%
$82.38 - $83.0 $81.6K - $82.2K
16.8K $1.39M
UPS
United Parcel Service Inc

Industrials
-158
- 4.41%
$82.58 - $105.54 $13K - $16.7K
3.42K $285K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-3K
- 9.98%
$37.4 - $39.31 $112K - $118K
27.1K $1.06M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-942
- 54.33%
$59.29 - $62.87 $55.9K - $59.2K
792 $47K
VGIT
Vanguard Intermediate Term Tre

ETFs
-980
- 90.16%
$58.97 - $60.36 $57.8K - $59.2K
107 $6K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-4.15K
- 6.88%
$87.69 - $96.0 $364K - $398K
56.2K $5.3M
SBUX
Starbucks Corp

Consumer Cyclical
-217
- 4.75%
$81.9 - $96.86 $17.8K - $21K
4.35K $368K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-527
- 51.02%
$91.44 - $91.77 $48.2K - $48.4K
506 $46K
VOT
Vanguard Mid Cap Growth Index

ETFs
-509
- 4.66%
$282.75 - $294.19 $144K - $150K
10.4K $3.06M
XOM
Exxon Mobil Corp

Energy
-955
- 7.6%
$105.83 - $117.22 $101K - $112K
11.6K $1.31M
HON
Honeywell International Inc

Industrials
-80
- 6.81%
$207.7 - $240.4 $16.6K - $19.2K
1.09K $230K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.57K
- 20.44%
$30.67 - $32.13 $48K - $50.3K
6.1K $192K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.26K
- 3.37%
$101.12 - $106.18 $128K - $134K
36.2K $3.73M
AMD
Advanced Micro Devices Inc

Technology
-629
- 19.56%
$134.8 - $184.42 $84.8K - $116K
2.59K $418K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.38K
- 7.28%
$52.12 - $55.33 $124K - $132K
30.3K $1.68M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-315
- 63.51%
$110.74 - $122.12 $34.9K - $38.5K
181 $21K
FV
First Trust Dorsey Wright Focu

ETFs
-572
- 26.56%
$59.23 - $62.14 $33.9K - $35.5K
1.58K $97K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.64K
- 7.85%
$66.38 - $71.68 $109K - $118K
19.3K $1.37M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-4.72K
- 8.93%
$12.46 - $13.22 $58.8K - $62.4K
48.2K $626K
T
At&T Inc.

Communication Services
-53
- 0.14%
$26.94 - $29.62 $1.43K - $1.57K
38.7K $1.09M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-836
- 11.56%
$53.81 - $57.52 $45K - $48.1K
6.39K $367K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-714
- 10.86%
$80.54 - $89.67 $57.5K - $64K
5.86K $514K
DIS
Walt Disney CO

Communication Services
-26
- 1.07%
$112.25 - $124.0 $2.92K - $3.22K
2.4K $275K
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
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email