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 | Value |
|---|---|
SNOWSNOWFLAKE INC CLASS A | $168.2M |
CARRCARRIER GLOBAL CORPORATION | $167.1M |
SMBKSMARTFINL INC | $163.5M |
PEOEXELON CORPORATION | $160.8M |
LINLINDE PLC SHS | $155.1M |
IJHISHARES CORE S&P MID CAPETF | $154.7M |
OWLBLUE OWL CAP INC CLASS A | $153.7M |
MRKMERCK & COMPANY INCORPORATED | $150.9M |
GOOGLALPHABET INCORPORATED CAP STK CLASS A | $146.6M |
APHAMPHENOL CORPORATION NEW CLASS A | $145.6M |
CRMSALESFORCE INCORPORATED | $141.2M |
MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW | $140.5M |
ORCLORACLE CORP | $140.1M |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $139.8M |
IBMINTERNATIONAL BUSINESS MACHINES | $138.6M |
BMYBRISTOL MYERS SQUIBB CO | $137.8M |
DHRDANAHER CORPORATION | $136.9M |
APOAPOLLO GLOBAL MGMT INC N | $136.9M |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $135.1M |
OTISOTIS WORLDWIDE CORPORATION | $133.2M |
IVEISHARES S&P 500 VALUE ETF | $128.1M |
SPYDSPDR S&P 500 HIGH DIVIDEND ETF | $128.0M |
PNFPPINNACLE FINL PARTNERS INCORPORATED | $127.2M |
IJKISHARES TR S&P MC 400GR ETF | $124.9M |
DUKDUKE ENERGY CORP NEW | $122.0M |
BITUPROSHARES ULTRA BITCOIN ETF | $120.4M |
ETNEATON CORPORATION PLC SHS | $118.8M |
DIAXNUVEEN DOW 30 DYNMC OVERWRT FD SHS | $118.7M |
VOTVANGUARD MID-CAP GROWTH ETF | $118.7M |
WMTWALMART INCORPORATED | $118.3M |
LOWLOWES COMPANIES INCORPORATED | $116.8M |
DFSUDIMENSIONAL US SUSTAINABLE CORE 1 ETF | $116.2M |
PRUPRUDENTIAL FINL INCORPORATED | $114.5M |
PGPROCTER AND GAMBLE COMPANY | $113.7M |
IJJISHARES S&P MID CAP 400 VALUE ETF | $111.8M |
IWMISHARES RUSSELL 2000 ETF | $109.9M |
SEASEABRIDGE GOLD INCORPORATED | $106.7M |
IJRISHARES CORE S&P SMALL CAP ETF | $104.8M |
CBCHUBB LIMITED | $102.7M |
PANWPALO ALTO NETWORKS INC | $102.4M |
DFACDIMENSIONAL U S CORE EQUITY 2 ETF | $101.8M |
XBXMXNUVEEN S&P 500 BUY-WRITE INCOM | $100.4M |
OKEONEOK INC NEW | $99.2M |
OREALTY INCOME CORPORATION REIT | $96.6M |
NXPINXP SEMICONDUCTORS N V | $95.2M |
JNJJOHNSON & JOHNSON | $94.4M |
RGLDROYAL GOLD INC | $92.1M |
DELLDELL TECHNOLOGIES INC CLASS C | $91.5M |
ABBVABBVIE INCORPORATED | $91.4M |
BACVERIZON COMMUNICATIONS INCORPORATED | $91.3M |
DFSEURDISCOVER FINL SVCS | $87.9M |
UGIUGI CORPORATION NEW | $86.1M |
KOTHE COCA-COLA CO | $85.9M |
MDTMEDTRONIC PLC SHS | $82.9M |
HDHOME DEPOT INCORPORATED | $82.5M |
ALLWSPDR BRIDGEWATER ALL WEATHER ETF | $82.3M |
CVXCHEVRON CORPORATION NEW | $81.8M |
MOATVANECK MORNINGSTAR WIDE MOAT ETF | $81.6M |
IXNISHARES GLOBAL TECH ETF | $81.4M |
—PARAMOUNT GLOBAL XXXSUBMITTED FOR CASH EXP: 04/03/2025 | $80.9M |
IQVIQVIA HLDGS INCORPORATED | $79.9M |
KGCKINROSS GOLD CORP F | $79.9M |
AQLTISHARES TR CORE MSCI EAFE | $78.6M |
DPSTDIREXION DAILY REG BKS BULL 3X SHARES | $78.4M |
EEMISHARES TR MSCI EMG MKT ETF | $78.3M |
INTCINTEL CORP | $78.0M |
ETENERGY TRANSFER L P LP | $77.4M |
ECLECOLAB INCORPORATED | $77.3M |
IVVISHARES TR CORE S&P500 ETF | $75.9M |
OGSONE GAS INC | $75.6M |
DFSVDIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE | $75.4M |
CMECME GROUP INCORPORATED | $74.8M |
VOVANGUARD MID-CAP ETF | $74.5M |
TXNTEXAS INSTRS INCORPORATED | $72.8M |
TMOTHERMO FISHER SCIENTIFIC INCORPORATED | $72.7M |
HEEMISHARES INCORPORATED CUR HD MSCI EM | $70.9M |
GDXVANECK GOLD MINERS ETF | $70.3M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $69.9M |
TRMDTORM PLC FCLASS A | $68.9M |
DRIDARDEN RESTAURANTS INCORPORATED | $67.3M |
BRK/BBERKSHIRE HATHAWAY CLASS B | $66.6M |
SPGPINVESCO S AND P 500 GARPETF | $66.1M |
VBVANGUARD SMALL-CAP ETF | $65.3M |
TAT&T INC | $64.7M |
YUMYUM BRANDS INCORPORATED | $64.7M |
ADIANALOG DEVICES INCORPORATED | $64.1M |
PSXPHILLIPS 66 | $63.8M |
APDAIR PRODUCTS & CHEMICALS INCORPORATED | $63.7M |
EQXEQUINOX GOLD CORPORATION | $61.9M |
CWBSPDR BLOOMBERG CONVRTBL SECRS ETF | $61.3M |
LOWLOWES COS INC | $60.6M |
FULTFULTON FINL CORPORATION PA | $60.2M |
GDXJVANECK JUNIOR GOLD MINERS ETF | $58.6M |
MAINMAIN STR CAP CORP | $58.0M |
YUMCYUM CHINA HLDGS INC | $57.3M |
IWDISHARES RUSSELL 1000 VALUE ETF | $57.2M |
AXPAMERICAN EXPRESS CO | $57.1M |
WMTWALMART INC | $56.4M |
ROKROCKWELL AUTOMATION INCORPORATED | $55.3M |
DFAIDIMENSIONAL INTERN CORE EQT MKT ETF | $54.9M |