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 |
|---|---|
CMCSACOMCAST CORP NEW CLASS A | $9K |
MUMICRON TECHNOLOGY INCORPORATED | $8K |
GABGABELLI EQUITY TR INCORPORATED | $8K |
LLYELI LILLY & COMPANY | $8K |
JFRNUVEEN FLOATING RATE INCOME FD | $8K |
EQIXEQUINIX INCORPORATED REIT | $8K |
QSRRESTAURANT BRANDS INTERNATIONAL INCORPORATED | $8K |
CRWDCROWDSTRIKE HLDGS INC CLASS A | $8K |
CNPCENTERPOINT ENERGY INCORPORATED | $8K |
TSNTYSON FOODS INC CLASS A | $8K |
NOWSERVICENOW INC | $8K |
KRKROGER COMPANY | $8K |
AMTAMERICAN TOWER CORPORATION NEW REIT | $8K |
AMGNAMGEN INCORPORATED | $8K |
UPSUNITED PARCEL SERVICE INCORPORATED CLASS B | $8K |
DNPDNP SELECT INCOME FD INCORPORATED | $8K |
SLSSOLARIS RES INCORPORATED COM NEW | $8K |
CMGCHIPOTLE MEXICAN GRILL I | $8K |
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS | $7K |
MUBISHARES TR NATIONAL MUN ETF | $7K |
IEPICAHN ENTERPRISES L P LP | $7K |
RACEFERRARI N V NEW F | $7K |
XBGYXBLACKROCK ENHANCED INTL DIV TR COM BENE INTER | $7K |
PGFINVESCO FINANCIAL PREFERRED ETF | $7K |
DYHTARGET CORPORATION | $7K |
AXSAXIS CAP HLDGS LIMITED SHS | $7K |
LRCXLAM RESEARCH CORPORATION COM NEW | $7K |
SNEXSTONEX GROUP INC | $7K |
XEXGXEATON VANCE TAX-MANAGED GLOBAL | $7K |
XLESPDR ENERGY SELECT SECTOR FUND | $7K |
ETCGGRAYSCALE ETHEREUM CLASS | $7K |
BABOEING CO | $7K |
KLACKLA CORPORATION COM NEW | $7K |
HONHONEYWELL INTERNATIONAL INCORPORATED | $7K |
DWDMORGAN STANLEY COM NEW | $7K |
OGM1COGENT COMMUNICATIONS HLDGS IN COM NEW | $7K |
TRIPTRIPADVISOR INC | $7K |
RPRXROYALTY PHARMA PLC SHS CLASS A | $7K |
OXYOCCIDENTAL PETE CORPORATION | $6K |
JPCNUVEEN PREFERRED & INCOME OPPORTUNIT | $6K |
JMUBJPMORGAN MUNICIPAL ETF | $6K |
PAYXPAYCHEX INCORPORATED | $6K |
PEPPEPSICO INCORPORATED | $6K |
KDKYNDRYL HLDGS INCORPORATED COMMON STOCK | $6K |
LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | $6K |
DELLDELL TECHNOLOGIES INCORPORATED CLASS C | $6K |
PPLPPL CORP | $6K |
IDAIDACORP INCORPORATED | $6K |
PAYCPAYCOM SOFTWARE INCORPORATED | $6K |
IEMGISHARES CORE MSCI EMERGING ETF | $6K |
KMBKIMBERLY-CLARK CORPORATION | $6K |
EDCONSOLIDATED EDISON INC | $6K |
AESAES CORPORATION | $6K |
WPCW P CAREY INC REIT | $5K |
LEGLEGGETT & PLATT INC | $5K |
ENBENBRIDGE INC F | $5K |
OMCOMNICOM GROUP INCORPORATED | $5K |
METMETLIFE INCORPORATED | $5K |
PLDPROLOGIS INCORPORATED. REIT | $5K |
QQQXNUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $5K |
EXPEEXPEDIA GROUP INCORPORATED COM NEW | $5K |
COINCOINBASE GLOBAL INCORPORATED COM CLASS A | $5K |
CRCCALIFORNIA RES CORP | $5K |
BKRBAKER HUGHES COMPANY CLASS A | $5K |
ABGCENCORA INCORPORATED | $5K |
MFCMANULIFE FINL CORPORATION | $5K |
PFEPFIZER INCORPORATED | $5K |
LYBLYONDELLBASELL INDUSTR FCLASS A | $5K |
NTAPNETAPP INCORPORATED | $5K |
GDGENERAL DYNAMICS CORPORATION | $5K |
SLBSCHLUMBERGER LIMITED COM STK | $5K |
MCKMCKESSON CORPORATION | $5K |
ETRENTERGY CORPORATION NEW | $5K |
PDTJOHN HANCOCK PREMIUM DIV | $5K |
MLTXMOONLAKE IMMUNOTHERAPE FCLASS A | $5K |
ISIIONIS PHARMACEUTICALS IN | $5K |
BACBANK AMERICA CORPORATION | $5K |
EXEEXPAND ENERGY CORPORATION | $4K |
SCHGSCHWAB US LARGE CAP GROWTH ETF | $4K |
DASHDOORDASH INC CLASS A | $4K |
MANMANPOWERGROUP INC WIS | $4K |
EMNEASTMAN CHEMICAL COMPANY | $4K |
GTGOODYEAR TIRE & RUBBER COMPANY | $4K |
SWKSTANLEY BLACK & DECKER I | $4K |
SYYSYSCO CORPORATION | $4K |
CVSCVS HEALTH CORPORATION | $4K |
CHCTCOMMUNITY HEALTHCARE TR | $4K |
USFDUS FOODS HLDG CORPORATION | $4K |
GEHCGE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $4K |
TXNMTXNM ENERGY INCORPORATED | $4K |
SCHYSCHWAB INTERNATIONAL DIVIDND EQY ETF | $4K |
MSMMSC INDL DIRECT INCORPORATED CLASS A | $4K |
IRMIRON MTN INCORPORATED DEL REIT | $4K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $4K |
RHCRH PLC ORD | $4K |
FQIDIGITAL RLTY TR INCORPORATED REIT | $4K |
FANGDIAMONDBACK ENERGY INCORPORATED | $4K |
AZOAUTOZONE INCORPORATED | $4K |
MCHPMICROCHIP TECHNOLOGY INCORPORATED. | $4K |
AXPAMERICAN EXPRESS COMPANY | $4K |