Wealth Preservation Advisors, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$139.9B

Holdings

562

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (562 positions)

#	Stock	Shares	Value	% Portfolio
1	AMZNAMAZON.COM INC	76,426	$14.5B	10.39%
2	NVDANVIDIA CORP	84,201	$9.1B	6.52%
3	GOOGALPHABET INCORPORATED CAP STK CLASS C	55,906	$8.7B	6.24%
4	PEBOPEOPLES BANCORP INCORPORATED	278,803	$8.3B	5.91%
5	MSFTMICROSOFT CORP	20,948	$7.9B	5.62%
6	UBERUBER TECHNOLOGIES INC	98,102	$7.1B	5.11%
7	GOOGALPHABET INC CLASS C	45,500	$7.1B	5.08%
8	AAPLAPPLE INC	29,728	$6.6B	4.72%
9	VTVVANGUARD VALUE ETF	25,283	$4.4B	3.12%
10	OBDCBLUE OWL CAP CORP	178,574	$2.6B	1.87%
11	VUGVANGUARD GROWTH ETF	5,835	$2.2B	1.55%
12	VOEVANGUARD MID CAP VALUE ETF	12,210	$2.0B	1.40%
13	AMZNAMAZON COM INCORPORATED	10,212	$1.9B	1.39%
14	NFLXNETFLIX INC	2,003	$1.9B	1.33%
15	UBERUBER TECHNOLOGIES INCORPORATED	25,291	$1.8B	1.32%
16	CRMSALESFORCE INC	5,819	$1.6B	1.12%
17	AAPLAPPLE INCORPORATED	6,927	$1.5B	1.10%
18	SPYSPDR S&P 500 ETF	2,661	$1.5B	1.06%
19	DFSVDIMENSIONAL US SMALL CAPVALU ETF	44,939	$1.3B	0.90%
20	GOOGLALPHABET INC CLASS A	7,984	$1.2B	0.88%
21	MSFTMICROSOFT CORPORATION	3,268	$1.2B	0.88%
22	NVDANVIDIA CORPORATION	9,331	$1.0B	0.72%
23	SPGSIMON PPTY GROUP INC NEWREIT	6,002	$996.8M	0.71%
24	FBKFB FINL CORP	19,000	$880.8M	0.63%
25	HEFAISHARES CURRENCY HEDG MSCI EAFE ETF	23,034	$835.9M	0.60%
26	ARKBARK 21SHARES BITCOIN ETF	10,083	$828.8M	0.59%
27	BRK-BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS A	1	$798.4M	0.57%
28	VBRVANGUARD SMALL CAP VALUEETF	3,558	$662.9M	0.47%
29	METAMETA PLATFORMS INCORPORATED CLASS A	1,054	$607.5M	0.43%
30	VOTVANGUARD MID CAP GROWTH ETF	2,477	$606.1M	0.43%
31	MRKMERCK & CO. INC.	6,613	$593.6M	0.42%
32	HEFAISHARES TR HDG MSCI EAFE	16,225	$588.8M	0.42%
33	ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN	15,061	$577.0M	0.41%
34	SYBTSTOCK YDS BANCORP INC	8,264	$570.7M	0.41%
35	TSLATESLA INC	2,006	$519.9M	0.37%
36	FT2FIRST HORIZON CORP	26,254	$509.9M	0.36%
37	KOCOCA COLA COMPANY	6,995	$501.0M	0.36%
38	OWLBLUE OWL CAPITAL INCORPORATED COM CLASS A	24,864	$498.3M	0.36%
39	FT2FIRST HORIZON CORPORATION	24,372	$473.3M	0.34%
40	METAMETA PLATFORMS INC CLASS A	812	$468.0M	0.33%
41	GQ9SPDR GOLD SHARES	1,615	$465.3M	0.33%
42	KKRKKR & CO INC	4,000	$462.4M	0.33%
43	PGRPROGRESSIVE CORPORATION	1,614	$456.8M	0.33%
44	CHRCHURCHILL DOWNS INCORPORATED	4,080	$453.2M	0.32%
45	WFCWELLS FARGO & CO	6,150	$441.5M	0.32%
46	OHIOMEGA HEALTHCARE INVS INREIT	11,317	$431.0M	0.31%
47	HEEMISHARES CURRENCY HEDG MSCI EMERG ETF	15,049	$422.6M	0.30%
48	SSBUSDSOUTHSTATE CORP	4,489	$416.7M	0.30%
49	DWDMORGAN STANLEY	3,516	$410.2M	0.29%
50	XLFSELECT STR FINANCIAL SELECT SPDR ETF	8,134	$405.2M	0.29%
51	EFAISHARES MSCI EAFE ETF	4,868	$397.9M	0.28%
52	RTXRTX CORPORATION	2,865	$379.5M	0.27%
53	FBTCFIDELITY WISE ORIGIN BITCOIN FUND	5,236	$376.8M	0.27%
54	MIGAMICROSTRATEGY INC CLASS A	1,301	$375.0M	0.27%
55	VYMVANGUARD HIGH DIVIDEND YIELD ETF	2,903	$374.4M	0.27%
56	NOWSERVICENOW INCORPORATED	470	$374.2M	0.27%
57	ABTABBOTT LABS	2,815	$373.4M	0.27%
58	DEDEERE & CO	774	$363.3M	0.26%
59	IVWISHARES TR S&P 500 GRWT ETF	3,904	$362.4M	0.26%
60	MPCMARATHON PETE CORPORATION	2,428	$353.7M	0.25%
61	PNCPNC FINL SERVICES	2,000	$351.5M	0.25%
62	MCDMCDONALDS CORP	1,106	$345.5M	0.25%
63	BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	636	$338.7M	0.24%
64	SPGSIMON PROPERTY GROUP INCORPORATED NEW REIT	2,000	$332.2M	0.24%
65	IBITISHARES BITCOIN ETF	7,067	$330.8M	0.24%
66	UNPUNION PAC CORP	1,381	$326.2M	0.23%
67	PNCPNC FINL SVCS GROUP INCORPORATED	1,620	$284.7M	0.20%
68	AMLPALERIAN MLP ETF	5,447	$282.9M	0.20%
69	OBDCBLUE OWL CAPITAL CORPORATION	18,461	$270.6M	0.19%
70	SCHVSCHWAB U.S. LARGE-CAP VALUE ETF	9,749	$259.1M	0.19%
71	SCZISHARES TR EAFE SML CP ETF	4,063	$258.1M	0.18%
72	VBKVANGUARD SMALL CAP GROWTH ETF	1,024	$257.7M	0.18%
73	JPMJPMORGAN CHASE & COMPANY.	1,025	$251.4M	0.18%
74	SCHFSCHWAB INTERNATIONAL EQUITY ETF	11,656	$230.6M	0.16%
75	NSCNORFOLK SOUTHN CORPORATION	964	$228.2M	0.16%
76	TTTRANE TECHNOLOGIES PLC SHS	676	$227.8M	0.16%
77	AEMAGNICO EAGLE MINES LTD F	2,075	$225.0M	0.16%
78	USBUS BANCORP DEL COM NEW	5,280	$222.9M	0.16%
79	VGKVANGUARD FTSE EUROPE ETF	3,161	$221.9M	0.16%
80	DEDEERE & COMPANY	472	$221.5M	0.16%
81	UNHUNITEDHEALTH GROUP INCORPORATED	416	$217.9M	0.16%
82	CEGCONSTELLATION ENERGY CORPORATION	1,066	$215.0M	0.15%
83	NEMNEWMONT CORP	4,418	$213.3M	0.15%
84	XLFSPDR FINANCIAL SELECT SECTOR FUND	4,067	$202.6M	0.14%
85	PPLPPL CORPORATION	5,478	$197.8M	0.14%
86	AVGOBROADCOM INCORPORATED	1,158	$193.9M	0.14%
87	SCHVSCHWAB US LARGE CAP VALUE ETF	7,137	$189.7M	0.14%
88	EEMISHARES MSCI EMERGING MARKETS ETF	4,335	$189.4M	0.14%
89	IJJISHARES TR S&P MC 400VL ETF	1,555	$186.2M	0.13%
90	CHKPCHECK POINT SOFTWARE TECH LIMITED ORD	807	$183.9M	0.13%
91	VVISA INCORPORATED COM CLASS A	522	$182.9M	0.13%
92	SHVISHARES SHORT TREASURY BOND ETF	1,643	$181.5M	0.13%
93	VOEVANGUARD MID-CAP VALUE ETF	1,125	$180.6M	0.13%
94	JPMJPMORGAN CHASE & CO	727	$178.3M	0.13%
95	DXJWISDOMTREE JAPAN HEDGED EQUITY FUND	1,610	$177.4M	0.13%
96	ACNACCENTURE PLC IRELAND SHS CLASS A	565	$176.3M	0.13%
97	DFAUDIMENSIONAL US CORE EQUITY MARKT ETF	4,567	$175.6M	0.13%
98	YUMYUM BRANDS INC	1,100	$173.1M	0.12%
99	HSYHERSHEY CO	1,008	$172.4M	0.12%
100	EFAISHARES TR MSCI EAFE ETF	2,085	$170.4M	0.12%

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