Wealth Shield Partners, LLC Sells in Q4 2024

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PEG
Public Service Enterprise Group Inc

Utilities
-1.45K
- 5.58%
$81.87 - $94.51 $118K - $137K
24.5K $2.07M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-7.46K
- 15.46%
$34.78 - $35.99 $259K - $269K
40.8K $1.45M
ETN
Eaton Corp PLC

Industrials
-743
- 7.61%
$326.96 - $377.52 $243K - $280K
9.02K $2.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-433
- 8.74%
$442.29 - $483.08 $192K - $209K
4.52K $2.05M
GOOG
Alphabet Inc.

Communication Services
-2.12K
- 27.38%
$163.08 - $198.16 $345K - $419K
5.61K $1.07M
KO
Coca Cola CO

Consumer Defensive
-757
- 4.2%
$61.74 - $71.71 $46.7K - $54.3K
17.2K $1.07M
UNP
Union Pacific Corp

Industrials
-401
- 6.34%
$223.15 - $249.32 $89.5K - $100K
5.92K $1.35M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-750
- 1.3%
$176.42 - $186.91 $132K - $140K
57.1K $10.2M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-5.15K
- 62.05%
N/A
3.15K $123K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-446
- 30.24%
$481.22 - $538.17 $215K - $240K
1.03K $526K
PEP
Pepsico Inc

Consumer Defensive
-63
- 0.65%
$151.29 - $176.1 $9.53K - $11.1K
9.62K $1.46M
XOM
Exxon Mobil Corp

Energy
-790
- 8.84%
$105.51 - $125.37 $83.4K - $99K
8.15K $876K
DUK
Duke Energy Corp

Utilities
-187
- 0.95%
$105.76 - $120.76 $19.8K - $22.6K
19.5K $2.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.29K
- 7.7%
$57.29 - $63.1 $74K - $81.5K
15.5K $887K
EEM
Ishares Msci Emerging Markets

ETFs
-2.28K
- 14.21%
$41.82 - $47.36 $95.3K - $108K
13.8K $575K
IFRA
Ishares Tr

ETFs
-2.73K
- 11.1%
$45.94 - $51.71 $126K - $141K
21.9K $1.01M
PM
Philip Morris International Inc.

Consumer Defensive
-1.14K
- 29.35%
$118.38 - $133.06 $135K - $152K
2.75K $331K
UPS
United Parcel Service Inc

Industrials
-839
- 23.88%
$122.65 - $138.35 $103K - $116K
2.67K $337K
IXUS
Ishares Tr

ETFs
-311
- 1.77%
$65.95 - $72.56 $20.5K - $22.6K
17.2K $1.14M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.5K
- 90.91%
$37.61 - $38.92 $132K - $136K
350 $13K
ABBV
Abb Vie Inc.

Healthcare
-202
- 4.21%
$164.99 - $203.87 $33.3K - $41.2K
4.59K $815K
PCEF
Invesco Cef Income Composite E

ETFs
-4.92K
- 7.77%
$19.05 - $19.86 $93.8K - $97.8K
58.5K $1.12M
PG
Procter & Gamble CO

Consumer Defensive
-420
- 4.07%
$161.05 - $179.7 $67.6K - $75.5K
9.89K $1.66M
CAT
Caterpillar Inc

Industrials
-242
- 21.63%
$360.37 - $416.88 $87.2K - $101K
877 $318K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.17K
- 35.55%
$47.58 - $48.56 $103K - $105K
3.93K $187K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-199
- 1.73%
$75.1 - $82.99 $14.9K - $16.5K
11.3K $855K
OXY
Occidental Petroleum Corp

Energy
-1.88K
- 33.75%
$45.36 - $55.91 $85.1K - $105K
3.68K $182K
SPGI
S&P Global Inc.

Financial Services
-30
- 0.65%
$480.36 - $529.17 $14.4K - $15.9K
4.62K $2.3M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-322
- 1.54%
$40.06 - $45.21 $12.9K - $14.6K
20.5K $834K
AVSD
American Centy ETF Tr Avantis

ETFs
-1.15K
- 18.11%
$55.57 - $59.89 $63.9K - $68.9K
5.2K $289K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.08K
- 16.51%
$77.86 - $79.27 $83.9K - $85.5K
5.45K $425K
XLU
Utilities Sector Spdr

ETFs
-250
- 1.75%
$74.89 - $82.93 $18.7K - $20.7K
14K $1.06M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-2.1K
- 77.72%
$41.8 - $43.67 $87.8K - $91.7K
602 $25K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
-2.44K
- 50.0%
$35.31 - $38.83 $86.1K - $94.6K
2.44K $89K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-514
- 2.62%
$34.13 - $37.35 $17.5K - $19.2K
19.1K $651K
ABT
Abbott Laboratories

Healthcare
-728
- 28.42%
$111.93 - $119.39 $81.5K - $86.9K
1.83K $207K
MSI
Motorola Solutions, Inc.

Technology
-333
- 5.84%
$449.08 - $504.6 $150K - $168K
5.37K $2.48M
VT
Vanguard Total World Stk Index

ETFs
-630
- 20.9%
$117.09 - $123.07 $73.8K - $77.5K
2.38K $280K
VO
Vanguard Mid Cap ETF

ETFs
-308
- 14.72%
$261.5 - $284.63 $80.5K - $87.7K
1.78K $471K
AVDE
American Centy ETF Tr Avantis

ETFs
-1K
- 41.67%
$60.9 - $66.69 $60.9K - $66.7K
1.4K $85K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-828
- 6.63%
$124.61 - $133.96 $103K - $111K
11.7K $1.5M
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
-812
- 19.24%
$60.55 - $65.95 $49.2K - $53.6K
3.41K $207K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.22K
- 70.13%
$57.38 - $61.11 $69.8K - $74.3K
518 $30K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-585
- 19.78%
$101.77 - $113.02 $59.5K - $66.1K
2.37K $250K
FISV
Fiserv Inc

Technology
-546
- 4.55%
N/A
11.5K $1.43M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-725
- 26.61%
$63.27 - $70.31 $45.9K - $51K
2K $126K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.26K
- 83.32%
$51.54 - $52.55 $65.1K - $66.4K
253 $13K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-655
- 3.73%
$30.48 - $34.2 $20K - $22.4K
16.9K $515K
CVX
Chevron Corp

Energy
-364
- 7.6%
$141.15 - $162.53 $51.4K - $59.2K
4.43K $640K
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
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