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 | Type |
|---|---|---|---|---|---|
| 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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