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 |
|---|---|---|---|---|---|
| 101 | SNOWSNOWFLAKE INC CLASS A | 1,151 | $168.2M | 0.12% | |
| 102 | CARRCARRIER GLOBAL CORPORATION | 2,636 | $167.1M | 0.12% | |
| 103 | SMBKSMARTFINL INC | 5,261 | $163.5M | 0.12% | |
| 104 | PEOEXELON CORPORATION | 3,489 | $160.8M | 0.11% | |
| 105 | LINLINDE PLC SHS | 333 | $155.1M | 0.11% | |
| 106 | IJHISHARES CORE S&P MID CAPETF | 2,651 | $154.7M | 0.11% | |
| 107 | OWLBLUE OWL CAP INC CLASS A | 7,670 | $153.7M | 0.11% | |
| 108 | MRKMERCK & COMPANY INCORPORATED | 1,681 | $150.9M | 0.11% | |
| 109 | GOOGLALPHABET INCORPORATED CAP STK CLASS A | 948 | $146.6M | 0.10% | |
| 110 | APHAMPHENOL CORPORATION NEW CLASS A | 2,220 | $145.6M | 0.10% | |
| 111 | CRMSALESFORCE INCORPORATED | 526 | $141.2M | 0.10% | |
| 112 | MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW | 321 | $140.5M | 0.10% | |
| 113 | ORCLORACLE CORP | 1,002 | $140.1M | 0.10% | |
| 114 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 333 | $139.8M | 0.10% | |
| 115 | IBMINTERNATIONAL BUSINESS MACHINES | 557 | $138.6M | 0.10% | |
| 116 | BMYBRISTOL MYERS SQUIBB CO | 2,260 | $137.8M | 0.10% | |
| 117 | DHRDANAHER CORPORATION | 668 | $136.9M | 0.10% | |
| 118 | APOAPOLLO GLOBAL MGMT INC N | 1,000 | $136.9M | 0.10% | |
| 119 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 6,828 | $135.1M | 0.10% | |
| 120 | OTISOTIS WORLDWIDE CORPORATION | 1,291 | $133.2M | 0.10% | |
| 121 | IVEISHARES S&P 500 VALUE ETF | 672 | $128.1M | 0.09% | |
| 122 | SPYDSPDR S&P 500 HIGH DIVIDEND ETF | 2,891 | $128.0M | 0.09% | |
| 123 | PNFPPINNACLE FINL PARTNERS INCORPORATED | 1,200 | $127.2M | 0.09% | |
| 124 | IJKISHARES TR S&P MC 400GR ETF | 1,500 | $124.9M | 0.09% | |
| 125 | DUKDUKE ENERGY CORP NEW | 1,000 | $122.0M | 0.09% | |
| 126 | BITUPROSHARES ULTRA BITCOIN ETF | 3,619 | $120.4M | 0.09% | |
| 127 | ETNEATON CORPORATION PLC SHS | 437 | $118.8M | 0.08% | |
| 128 | DIAXNUVEEN DOW 30 DYNMC OVERWRT FD SHS | 8,190 | $118.7M | 0.08% | |
| 129 | VOTVANGUARD MID-CAP GROWTH ETF | 485 | $118.7M | 0.08% | |
| 130 | WMTWALMART INCORPORATED | 1,347 | $118.3M | 0.08% | |
| 131 | LOWLOWES COMPANIES INCORPORATED | 501 | $116.8M | 0.08% | |
| 132 | DFSUDIMENSIONAL US SUSTAINABLE CORE 1 ETF | 3,245 | $116.2M | 0.08% | |
| 133 | PRUPRUDENTIAL FINL INCORPORATED | 1,025 | $114.5M | 0.08% | |
| 134 | PGPROCTER AND GAMBLE COMPANY | 667 | $113.7M | 0.08% | |
| 135 | IJJISHARES S&P MID CAP 400 VALUE ETF | 934 | $111.8M | 0.08% | |
| 136 | IWMISHARES RUSSELL 2000 ETF | 551 | $109.9M | 0.08% | |
| 137 | SEASEABRIDGE GOLD INCORPORATED | 9,144 | $106.7M | 0.08% | |
| 138 | IJRISHARES CORE S&P SMALL CAP ETF | 1,002 | $104.8M | 0.07% | |
| 139 | CBCHUBB LIMITED | 340 | $102.7M | 0.07% | |
| 140 | PANWPALO ALTO NETWORKS INC | 600 | $102.4M | 0.07% | |
| 141 | DFACDIMENSIONAL U S CORE EQUITY 2 ETF | 3,087 | $101.8M | 0.07% | |
| 142 | XBXMXNUVEEN S&P 500 BUY-WRITE INCOM | 7,655 | $100.4M | 0.07% | |
| 143 | OKEONEOK INC NEW | 1,000 | $99.2M | 0.07% | |
| 144 | OREALTY INCOME CORPORATION REIT | 1,665 | $96.6M | 0.07% | |
| 145 | NXPINXP SEMICONDUCTORS N V | 501 | $95.2M | 0.07% | |
| 146 | JNJJOHNSON & JOHNSON | 569 | $94.4M | 0.07% | |
| 147 | RGLDROYAL GOLD INC | 563 | $92.1M | 0.07% | |
| 148 | DELLDELL TECHNOLOGIES INC CLASS C | 1,004 | $91.5M | 0.07% | |
| 149 | ABBVABBVIE INCORPORATED | 436 | $91.4M | 0.07% | |
| 150 | BACVERIZON COMMUNICATIONS INCORPORATED | 2,013 | $91.3M | 0.07% | |
| 151 | DFSEURDISCOVER FINL SVCS | 515 | $87.9M | 0.06% | |
| 152 | UGIUGI CORPORATION NEW | 2,603 | $86.1M | 0.06% | |
| 153 | KOTHE COCA-COLA CO | 1,200 | $85.9M | 0.06% | |
| 154 | MDTMEDTRONIC PLC SHS | 923 | $82.9M | 0.06% | |
| 155 | HDHOME DEPOT INCORPORATED | 225 | $82.5M | 0.06% | |
| 156 | ALLWSPDR BRIDGEWATER ALL WEATHER ETF | 3,273 | $82.3M | 0.06% | |
| 157 | CVXCHEVRON CORPORATION NEW | 489 | $81.8M | 0.06% | |
| 158 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 928 | $81.6M | 0.06% | |
| 159 | IXNISHARES GLOBAL TECH ETF | 1,075 | $81.4M | 0.06% | |
| 160 | —PARAMOUNT GLOBAL XXXSUBMITTED FOR CASH EXP: 04/03/2025 | 6,765 | $80.9M | 0.06% | |
| 161 | IQVIQVIA HLDGS INCORPORATED | 453 | $79.9M | 0.06% | |
| 162 | KGCKINROSS GOLD CORP F | 6,333 | $79.9M | 0.06% | |
| 163 | AQLTISHARES TR CORE MSCI EAFE | 1,039 | $78.6M | 0.06% | |
| 164 | DPSTDIREXION DAILY REG BKS BULL 3X SHARES | 905 | $78.4M | 0.06% | |
| 165 | EEMISHARES TR MSCI EMG MKT ETF | 1,791 | $78.3M | 0.06% | |
| 166 | INTCINTEL CORP | 3,435 | $78.0M | 0.06% | |
| 167 | ETENERGY TRANSFER L P LP | 4,164 | $77.4M | 0.06% | |
| 168 | ECLECOLAB INCORPORATED | 305 | $77.3M | 0.06% | |
| 169 | IVVISHARES TR CORE S&P500 ETF | 135 | $75.9M | 0.05% | |
| 170 | OGSONE GAS INC | 1,000 | $75.6M | 0.05% | |
| 171 | DFSVDIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE | 2,679 | $75.4M | 0.05% | |
| 172 | CMECME GROUP INCORPORATED | 282 | $74.8M | 0.05% | |
| 173 | VOVANGUARD MID-CAP ETF | 288 | $74.5M | 0.05% | |
| 174 | TXNTEXAS INSTRS INCORPORATED | 405 | $72.8M | 0.05% | |
| 175 | TMOTHERMO FISHER SCIENTIFIC INCORPORATED | 146 | $72.7M | 0.05% | |
| 176 | HEEMISHARES INCORPORATED CUR HD MSCI EM | 2,524 | $70.9M | 0.05% | |
| 177 | GDXVANECK GOLD MINERS ETF | 1,529 | $70.3M | 0.05% | |
| 178 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 1,544 | $69.9M | 0.05% | |
| 179 | TRMDTORM PLC FCLASS A | 4,180 | $68.9M | 0.05% | |
| 180 | DRIDARDEN RESTAURANTS INCORPORATED | 324 | $67.3M | 0.05% | |
| 181 | BRK/BBERKSHIRE HATHAWAY CLASS B | 125 | $66.6M | 0.05% | |
| 182 | SPGPINVESCO S AND P 500 GARPETF | 662 | $66.1M | 0.05% | |
| 183 | VBVANGUARD SMALL-CAP ETF | 295 | $65.3M | 0.05% | |
| 184 | TAT&T INC | 2,289 | $64.7M | 0.05% | |
| 185 | YUMYUM BRANDS INCORPORATED | 411 | $64.7M | 0.05% | |
| 186 | ADIANALOG DEVICES INCORPORATED | 318 | $64.1M | 0.05% | |
| 187 | PSXPHILLIPS 66 | 517 | $63.8M | 0.05% | |
| 188 | APDAIR PRODUCTS & CHEMICALS INCORPORATED | 216 | $63.7M | 0.05% | |
| 189 | EQXEQUINOX GOLD CORPORATION | 9,000 | $61.9M | 0.04% | |
| 190 | CWBSPDR BLOOMBERG CONVRTBL SECRS ETF | 800 | $61.3M | 0.04% | |
| 191 | LOWLOWES COS INC | 260 | $60.6M | 0.04% | |
| 192 | FULTFULTON FINL CORPORATION PA | 3,327 | $60.2M | 0.04% | |
| 193 | GDXJVANECK JUNIOR GOLD MINERS ETF | 1,025 | $58.6M | 0.04% | |
| 194 | MAINMAIN STR CAP CORP | 1,025 | $58.0M | 0.04% | |
| 195 | YUMCYUM CHINA HLDGS INC | 1,100 | $57.3M | 0.04% | |
| 196 | IWDISHARES RUSSELL 1000 VALUE ETF | 304 | $57.2M | 0.04% | |
| 197 | AXPAMERICAN EXPRESS CO | 212 | $57.1M | 0.04% | |
| 198 | WMTWALMART INC | 642 | $56.4M | 0.04% | |
| 199 | ROKROCKWELL AUTOMATION INCORPORATED | 214 | $55.3M | 0.04% | |
| 200 | DFAIDIMENSIONAL INTERN CORE EQT MKT ETF | 1,759 | $54.9M | 0.04% |