Wealth Preservation Advisors, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$139.9M
Holdings
562
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (562 positions)
| Stock | Value |
|---|---|
IWOISHARES TR RUS 2000 GRW ETF | $55K |
IVWISHARES S&P 500 GROWTH ETF | $55K |
IJTISHARES TR S&P SML 600 GWT | $55K |
FITESPDR S&P KENSHO FUTURE SECURITY ETF | $53K |
BSTBLACKROCK SCIENCE TECHNO | $53K |
CMCSACOMCAST CORPORATION NEW CLASS A | $53K |
IJKISHARES S&P MID CAP 400 GRWTH ETF | $53K |
DISDISNEY WALT COMPANY | $53K |
UNMUNUM GROUP | $52K |
SMBKSMARTFINANCIAL INCORPORATED COM NEW | $52K |
VAWVANGUARD MATERIALS ETF | $52K |
IMCBISHARES MORNINGSTAR MID CAP ETF | $52K |
SDYSPDR S&P DIVIDEND ETF | $50K |
FISFIDELITY NATL INFORMATION SVCS | $50K |
JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS | $50K |
OXYOCCIDENTAL PETE CORP | $49K |
ARKKARK INNOVATION ETF IV | $49K |
IAU*ISHARES GOLD TR ISHARES NEW | $49K |
RCLROYAL CARIBBEAN GROUP | $49K |
PNFP 6.75 PERP BPINNACLE FINANCIAL PARTNERS, INC. PFD | $48K |
NEENEXTERA ENERGY INCORPORATED | $47K |
UNPUNION PAC CORPORATION | $45K |
LRALARA EXPL LIMITED | $44K |
VBKVANGUARD SMALL-CAP GROWTH ETF | $44K |
SNAPSNAP INC CLASS A | $44K |
PGPROCTER & GAMBLE CO | $43K |
XOMEXXON MOBIL CORP | $42K |
FSKFS KKR CAP CORPORATION | $42K |
CMICUMMINS INCORPORATED | $41K |
DUKDUKE ENERGY CORPORATION NEW COM NEW | $41K |
GSGOLDMAN SACHS GROUP INC | $41K |
MPLXMPLX LP LP | $41K |
IJHISHARES TR CORE S&P MCP ETF | $41K |
BBYBEST BUY INCORPORATED | $40K |
IMPINTERMAP TECHNOLOGIES CORPORATION CLASS A | $40K |
AMDADVANCED MICRO DEVIC | $40K |
BKBANK NEW YORK MELLON CORPORATION | $39K |
SBCSABRA HEALTH CARE REIT IREIT | $38K |
WPMWHEATON PRECIOUS METAL F | $38K |
PIPRPIPER SANDLER COMPANIES | $37K |
RFREGIONS FINANCIAL CORPORATION NEW | $37K |
ARLPALLIANCE RESOURCE PAR LP | $36K |
VBRVANGUARD SMALL-CAP VALUE ETF | $35K |
ASTEASTEC INDUSTRIES INCORPORATED | $34K |
PBRPETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $34K |
IJRISHARES TR CORE S&P SCP ETF | $34K |
DRNDIREXION DALY RAL EST BUL 3X SHS ETF | $34K |
BITBBITWISE BITCOIN ETF | $34K |
PRUPRUDENTIAL FINL INC | $34K |
EWJISHARES INCORPORATED MSCI JPN ETF NEW | $33K |
CHMICHERRY HILL MTG INVT CORREIT | $33K |
PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED | $33K |
HALOHALOZYME THERAPEUTICS IN | $32K |
CIONCION INVT CORP | $32K |
IAUMISHARES GOLD TR MICRO UNDIV BENF ETV | $31K |
NFLXNETFLIX INCORPORATED | $31K |
ABXBARRICK GOLD CORP F | $31K |
TAT&T INCORPORATED | $31K |
CSCOCISCO SYS INC | $31K |
DALDELTA AIR LINES INC DEL | $31K |
BLKBLACKROCK INCORPORATED | $30K |
GEGE AEROSPACE COM NEW | $30K |
SCHBSCHWAB US BROAD MARKET ETF | $30K |
BXSLBLACKSTONE SECD LENDING | $30K |
TRYBARINGS BDC INC | $29K |
A4SAMERIPRISE FINL INC | $29K |
ICVTISHARES CONVERTIBLE BONDETF | $29K |
ISCVISHARES TR MRNING SM CP ETF | $28K |
BACVERIZON COMMUNICATIONS I | $28K |
EPDENTERPRISE PRODUCTS PARTNERS L P | $28K |
BXBLACKSTONE INCORPORATED | $28K |
BKNGBOOKING HLDGS INC | $28K |
IJSISHARES TR SP SMCP600VL ETF | $27K |
PHPARKER-HANNIFIN CORP | $27K |
AMDADVANCED MICRO DEVICES INCORPORATED | $27K |
CPSCANADIAN PREM SAND INCORPORATED | $27K |
PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A | $27K |
IPSTHERITAGE DISTILLING HLDG | $26K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $26K |
OREALTY INCOME CORP REIT | $26K |
EBAEBAY INC | $26K |
HSYHERSHEY COMPANY | $26K |
STNSTANTEC INCORPORATED | $26K |
MFICMIDCAP FINL INVESTME | $26K |
FSLRFIRST SOLAR INC | $25K |
MTBM & T BK CORPORATION | $25K |
BLKBLACKROCK INC NEW | $25K |
PEBOPEOPLES BANCORP INC | $24K |
XLEENERGY SELECT SECTOR SPDR ETF | $24K |
OUNZVANECK MERK GOLD ETF | $24K |
SUSAISHARES TR MSCI USA ESG SLC | $24K |
—NOVONIX LTD ORDF | $23K |
FFORD MTR COMPANY | $23K |
WELLWELLTOWER INC REIT | $23K |
BSMBLACK STONE MINERALS LP | $23K |
4I1PHILIP MORRIS INTERNATIONAL INCORPORATED | $23K |
IWNISHARES TR RUS 2000 VAL ETF | $23K |
DRIDARDEN RESTAURANTS INC | $23K |
VALEVALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $22K |
ORCLORACLE CORPORATION | $22K |