Wealth Preservation Advisors, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$162.2B
Holdings
588
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (588 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | SCHASCHWAB US SMALL CAP ETF | 764 | $19.3M | 0.01% | |
| 302 | BHPBHP GROUP LTD ORDF | 783 | $18.9M | 0.01% | |
| 303 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 322 | $18.4M | 0.01% | |
| 304 | TMUST-MOBILE US INCORPORATED | 77 | $18.3M | 0.01% | |
| 305 | AYS1SANDSTORM GOLD LTD F | 1,913 | $18.0M | 0.01% | |
| 306 | YUMCYUM CHINA HLDGS INCORPORATED | 400 | $17.9M | 0.01% | |
| 307 | TRVTRAVELERS COS INC | 65 | $17.4M | 0.01% | |
| 308 | SEASEABRIDGE GOLD INC F | 1,185 | $17.2M | 0.01% | |
| 309 | VVISA INC CLASS A | 48 | $17.0M | 0.01% | |
| 310 | XOMEXXON MOBIL CORPORATION | 156 | $16.8M | 0.01% | |
| 311 | BACBANK OF AMERICA CORP | 350 | $16.6M | 0.01% | |
| 312 | DYHTARGET CORP EQUITY CLASS EQUITY | 165 | $16.3M | 0.01% | |
| 313 | 7HPHP INC | 665 | $16.3M | 0.01% | |
| 314 | MDLZMONDELEZ INTERNATIONAL INCORPORATED CLASS A | 241 | $16.3M | 0.01% | |
| 315 | BRWSABA CAPITAL INCOME & OPRNT FD SHS NEW | 2,000 | $16.1M | 0.01% | |
| 316 | EOGEOG RES INCORPORATED | 134 | $16.0M | 0.01% | |
| 317 | EMREMERSON ELEC COMPANY | 119 | $15.9M | 0.01% | |
| 318 | TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 70 | $15.9M | 0.01% | |
| 319 | STKCOLUMBIA SELIGMAN PRM TE | 518 | $15.8M | 0.01% | |
| 320 | AALAMERICAN AIRLS GROUP INC | 1,400 | $15.7M | 0.01% | |
| 321 | BACBANK AMERICA CORPORATION | 331 | $15.7M | 0.01% | |
| 322 | UTLUNITIL CORP | 300 | $15.6M | 0.01% | |
| 323 | USOUNITED STATES OIL FUND, LP | 211 | $15.4M | 0.01% | |
| 324 | AMGNAMGEN INC | 55 | $15.4M | 0.01% | |
| 325 | FCXFREEPORT-MCMORAN INC | 354 | $15.3M | 0.01% | |
| 326 | GQ9SPDR GOLD SHARES ETF | 50 | $15.2M | 0.01% | |
| 327 | GILDGILEAD SCIENCES INC | 135 | $15.0M | 0.01% | |
| 328 | GRABGRAB HLDGS LTD FCLASS A | 2,964 | $14.9M | 0.01% | |
| 329 | MCDMCDONALDS CORPORATION | 51 | $14.9M | 0.01% | |
| 330 | VLOVALERO ENERGY CORP NEW | 110 | $14.8M | 0.01% | |
| 331 | LHXL3HARRIS TECHNOLOGIES IN | 58 | $14.5M | 0.01% | |
| 332 | SILGLOBAL X SILVER MINERS ETF | 300 | $14.4M | 0.01% | |
| 333 | SUSAISHARES TR ESG OPTIMIZED | 114 | $14.4M | 0.01% | |
| 334 | EQXEQUINOX GOLD CORP F | 2,488 | $14.3M | 0.01% | |
| 335 | TFCTRUIST FINL CORP | 329 | $14.1M | 0.01% | |
| 336 | IYGISHARES US FINANCIAL SERETF | 165 | $14.1M | 0.01% | |
| 337 | STWDSTARWOOD PPTY TR INC REIT | 700 | $14.0M | 0.01% | |
| 338 | ECLECOLAB INC | 50 | $13.5M | 0.01% | |
| 339 | SPLVINVESCO S&P 500 LOW VOLATILITY ETF | 185 | $13.5M | 0.01% | |
| 340 | GSGOLDMAN SACHS GROUP INCORPORATED | 19 | $13.4M | 0.01% | |
| 341 | CFGCITIZENS FINL GROUP INCORPORATED | 300 | $13.4M | 0.01% | |
| 342 | TFCTRUIST FINL CORPORATION | 312 | $13.4M | 0.01% | |
| 343 | HPEHEWLETT PACKARD ENTERPRISE COMPANY | 636 | $13.0M | 0.01% | |
| 344 | SNYSANOFI SPONSORED ADR | 263 | $12.7M | 0.01% | |
| 345 | SBUXSTARBUCKS CORPORATION | 138 | $12.6M | 0.01% | |
| 346 | COPCONOCOPHILLIPS | 136 | $12.2M | 0.01% | |
| 347 | SOSOUTHERN COMPANY | 131 | $12.1M | 0.01% | |
| 348 | ABBVABBVIE INC | 65 | $12.1M | 0.01% | |
| 349 | BBYBEST BUY INC | 177 | $11.9M | 0.01% | |
| 350 | IWMISHARES TR RUSSELL 2000 ETF | 55 | $11.9M | 0.01% | |
| 351 | NTRNUTRIEN LTD F | 200 | $11.6M | 0.01% | |
| 352 | JGHNUVEEN GLOBAL HIGH INCOME FD SHS | 900 | $11.6M | 0.01% | |
| 353 | CSCOCISCO SYSTEMS INCORPORATED | 166 | $11.5M | 0.01% | |
| 354 | PFEPFIZER INC | 470 | $11.4M | 0.01% | |
| 355 | MUMICRON TECHNOLOGY INCORPORATED | 92 | $11.3M | 0.01% | |
| 356 | KMIKINDER MORGAN INCORPORATED DEL | 377 | $11.1M | 0.01% | |
| 357 | ULUNILEVER PLC SPON ADR NEW | 176 | $10.8M | 0.01% | |
| 358 | XLEENERGY SELECT SECTOR SPDR ETF | 125 | $10.6M | 0.01% | |
| 359 | COINCOINBASE GLOBAL INCORPORATED COM CLASS A | 30 | $10.5M | 0.01% | |
| 360 | KMIKINDER MORGAN INC DEL | 355 | $10.4M | 0.01% | |
| 361 | SLSSOLARIS RES INCORPORATED COM NEW | 2,250 | $10.3M | 0.01% | |
| 362 | NOWSERVICENOW INC | 10 | $10.3M | 0.01% | |
| 363 | VICIVICI PPTYS INCORPORATED REIT | 307 | $10.0M | 0.01% | |
| 364 | VHTVANGUARD HEALTH CARE ETF | 40 | $9.9M | 0.01% | |
| 365 | PCEFINVESCO CEF INCOME COMPOSITE ETF | 500 | $9.8M | 0.01% | |
| 366 | VIRVIR BIOTECHNOLOGY INC | 1,937 | $9.8M | 0.01% | |
| 367 | DELLDELL TECHNOLOGIES INCORPORATED CLASS C | 79 | $9.7M | 0.01% | |
| 368 | SOSOUTHERN CO | 100 | $9.2M | 0.01% | |
| 369 | VDEVANGUARD ENERGY ETF | 77 | $9.2M | 0.01% | |
| 370 | TJXTJX COMPANIES INCORPORATED NEW | 74 | $9.1M | 0.01% | |
| 371 | KLACKLA CORPORATION COM NEW | 10 | $9.0M | 0.01% | |
| 372 | MOALTRIA GROUP INCORPORATED | 150 | $8.8M | 0.01% | |
| 373 | LRCXLAM RESEARCH CORPORATION COM NEW | 90 | $8.8M | 0.01% | |
| 374 | GABGABELLI EQUITY TR INCORPORATED | 1,500 | $8.7M | 0.01% | |
| 375 | QSRRESTAURANT BRANDS INTERNATIONAL INCORPORATED | 131 | $8.7M | 0.01% | |
| 376 | FUJHYSUBARU CORP FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 1,000 | $8.6M | 0.01% | |
| 377 | AMTAMERICAN TOWER CORPORATION NEW REIT | 39 | $8.6M | 0.01% | |
| 378 | DTEDTE ENERGY CO | 65 | $8.6M | 0.01% | |
| 379 | CMCSACOMCAST CORP NEW CLASS A | 240 | $8.6M | 0.01% | |
| 380 | MCHPMICROCHIP TECHNOLOGY INCORPORATED. | 120 | $8.4M | 0.01% | |
| 381 | CMGCHIPOTLE MEXICAN GRILL I | 150 | $8.4M | 0.01% | |
| 382 | BABOEING CO | 40 | $8.4M | 0.01% | |
| 383 | KDKYNDRYL HLDGS INCORPORATED COMMON STOCK | 199 | $8.4M | 0.01% | |
| 384 | RACEFERRARI N V NEW F | 17 | $8.3M | 0.01% | |
| 385 | —NOVONIX LTD ORDF | 33,359 | $8.3M | 0.01% | |
| 386 | RPRXROYALTY PHARMA PLC SHS CLASS A | 231 | $8.3M | 0.01% | |
| 387 | SNEXSTONEX GROUP INC | 91 | $8.3M | 0.01% | |
| 388 | JFRNUVEEN FLOATING RATE INCOME FD | 965 | $8.2M | 0.01% | |
| 389 | CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS | 86 | $8.0M | 0.00% | |
| 390 | CNPCENTERPOINT ENERGY INCORPORATED | 217 | $8.0M | 0.00% | |
| 391 | IMBBYIMPERIAL BRANDS PLC SPON ADR | 202 | $8.0M | 0.00% | |
| 392 | LLYELI LILLY & COMPANY | 10 | $7.8M | 0.00% | |
| 393 | BPBP PLC SPONSORED ADR | 258 | $7.7M | 0.00% | |
| 394 | KRKROGER COMPANY | 107 | $7.7M | 0.00% | |
| 395 | DNPDNP SELECT INCOME FD INCORPORATED | 774 | $7.6M | 0.00% | |
| 396 | HONHONEYWELL INTERNATIONAL INCORPORATED | 32 | $7.5M | 0.00% | |
| 397 | XBGYXBLACKROCK ENHANCED INTL DIV TR COM BENE INTER | 1,286 | $7.4M | 0.00% | |
| 398 | XEXGXEATON VANCE TAX-MANAGED GLOBAL | 850 | $7.4M | 0.00% | |
| 399 | ETCGGRAYSCALE ETHEREUM CLASS | 901 | $7.4M | 0.00% | |
| 400 | MUBISHARES TR NATIONAL MUN ETF | 70 | $7.3M | 0.00% |