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 |
|---|---|---|---|---|---|
| 201 | APDAIR PRODUCTS & CHEMICALS INCORPORATED | 216 | $60.9M | 0.04% | |
| 202 | YUMYUM BRANDS INCORPORATED | 411 | $60.9M | 0.04% | |
| 203 | DFAIDIMENSIONAL INTERN CORE EQT MKT ETF | 1,759 | $60.8M | 0.04% | |
| 204 | FULTFULTON FINL CORPORATION PA | 3,366 | $60.7M | 0.04% | |
| 205 | BRK/BBERKSHIRE HATHAWAY CLASS B | 125 | $60.7M | 0.04% | |
| 206 | TMOTHERMO FISHER SCIENTIFIC INCORPORATED | 146 | $59.2M | 0.04% | |
| 207 | IWDISHARES RUSSELL 1000 VALUE ETF | 304 | $59.0M | 0.04% | |
| 208 | IJTISHARES TR S&P SML 600 GWT | 438 | $58.3M | 0.04% | |
| 209 | LOWLOWES COS INC | 260 | $57.7M | 0.04% | |
| 210 | IJKISHARES S&P MID CAP 400 GRWTH ETF | 631 | $57.4M | 0.04% | |
| 211 | SMBKSMARTFINANCIAL INCORPORATED COM NEW | 1,684 | $56.9M | 0.04% | |
| 212 | IMCBISHARES MORNINGSTAR MID CAP ETF | 705 | $56.1M | 0.03% | |
| 213 | FISFIDELITY NATL INFORMATION SVCS | 673 | $54.8M | 0.03% | |
| 214 | AEPAMERICAN ELEC PWR CO INC | 519 | $53.9M | 0.03% | |
| 215 | GSGOLDMAN SACHS GROUP INC | 75 | $53.2M | 0.03% | |
| 216 | RIORIO TINTO PLC SPONSORED ADR | 905 | $52.8M | 0.03% | |
| 217 | EQXEQUINOX GOLD CORPORATION | 9,000 | $51.8M | 0.03% | |
| 218 | IAU*ISHARES GOLD TR ISHARES NEW | 828 | $51.6M | 0.03% | |
| 219 | CMCSACOMCAST CORPORATION NEW CLASS A | 1,433 | $51.1M | 0.03% | |
| 220 | SDYSPDR S&P DIVIDEND ETF | 368 | $49.9M | 0.03% | |
| 221 | YUMCYUM CHINA HLDGS INC | 1,100 | $49.2M | 0.03% | |
| 222 | VBKVANGUARD SMALL-CAP GROWTH ETF | 174 | $48.2M | 0.03% | |
| 223 | IMPINTERMAP TECHNOLOGIES CORPORATION CLASS A | 30,000 | $47.2M | 0.03% | |
| 224 | AGNCAGNC INVT CORP REIT | 5,000 | $46.0M | 0.03% | |
| 225 | DUKDUKE ENERGY CORPORATION NEW COM NEW | 378 | $44.6M | 0.03% | |
| 226 | NFLXNETFLIX INCORPORATED | 33 | $44.2M | 0.03% | |
| 227 | NEENEXTERA ENERGY INCORPORATED | 631 | $43.8M | 0.03% | |
| 228 | WPMWHEATON PRECIOUS METAL F | 487 | $43.7M | 0.03% | |
| 229 | VAWVANGUARD MATERIALS ETF | 224 | $43.6M | 0.03% | |
| 230 | SNAPSNAP INC CLASS A | 5,000 | $43.5M | 0.03% | |
| 231 | CMICUMMINS INCORPORATED | 132 | $43.2M | 0.03% | |
| 232 | IJHISHARES TR CORE S&P MCP ETF | 696 | $43.2M | 0.03% | |
| 233 | UNPUNION PAC CORPORATION | 187 | $43.0M | 0.03% | |
| 234 | PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A | 315 | $42.9M | 0.03% | |
| 235 | BKBANK NEW YORK MELLON CORPORATION | 463 | $42.2M | 0.03% | |
| 236 | OXYOCCIDENTAL PETE CORP | 1,000 | $42.0M | 0.03% | |
| 237 | PIPRPIPER SANDLER COMPANIES | 151 | $42.0M | 0.03% | |
| 238 | ASTEASTEC INDUSTRIES INCORPORATED | 1,000 | $41.7M | 0.03% | |
| 239 | FSKFS KKR CAP CORPORATION | 2,000 | $41.5M | 0.03% | |
| 240 | ETENERGY TRANSFER L P LP | 2,264 | $41.0M | 0.03% | |
| 241 | PGPROCTER & GAMBLE CO | 250 | $39.8M | 0.02% | |
| 242 | RFREGIONS FINANCIAL CORPORATION NEW | 1,688 | $39.7M | 0.02% | |
| 243 | RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR | 680 | $39.2M | 0.02% | |
| 244 | GEGE AEROSPACE COM NEW | 151 | $38.9M | 0.02% | |
| 245 | AMDADVANCED MICRO DEVICES INCORPORATED | 264 | $37.5M | 0.02% | |
| 246 | VBRVANGUARD SMALL-CAP VALUE ETF | 188 | $36.7M | 0.02% | |
| 247 | EWJISHARES INCORPORATED MSCI JPN ETF NEW | 487 | $36.5M | 0.02% | |
| 248 | TSLATESLA INCORPORATED | 112 | $35.6M | 0.02% | |
| 249 | IJRISHARES TR CORE S&P SCP ETF | 324 | $35.4M | 0.02% | |
| 250 | BKNGBOOKING HLDGS INC | 6 | $34.7M | 0.02% | |
| 251 | BLKBLACKROCK INCORPORATED | 33 | $34.6M | 0.02% | |
| 252 | DALDELTA AIR LINES INC DEL | 700 | $34.4M | 0.02% | |
| 253 | CSCOCISCO SYS INC | 495 | $34.3M | 0.02% | |
| 254 | PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED | 399 | $33.6M | 0.02% | |
| 255 | APOAPOLLO GLOBAL MGMT INCORPORATED | 234 | $33.2M | 0.02% | |
| 256 | FSLRFIRST SOLAR INC | 200 | $33.1M | 0.02% | |
| 257 | SCHBSCHWAB US BROAD MARKET ETF | 1,380 | $32.9M | 0.02% | |
| 258 | IAUMISHARES GOLD TR MICRO UNDIV BENF ETV | 996 | $32.9M | 0.02% | |
| 259 | BBARRICK MNG CORP F | 1,578 | $32.9M | 0.02% | |
| 260 | BBYBEST BUY INCORPORATED | 485 | $32.6M | 0.02% | |
| 261 | A4SAMERIPRISE FINL INC | 60 | $32.0M | 0.02% | |
| 262 | TAT&T INCORPORATED | 1,091 | $31.6M | 0.02% | |
| 263 | PHPARKER-HANNIFIN CORP | 45 | $31.4M | 0.02% | |
| 264 | ORCLORACLE CORPORATION | 139 | $30.4M | 0.02% | |
| 265 | BXBLACKSTONE INCORPORATED | 199 | $29.7M | 0.02% | |
| 266 | ISCVISHARES TR MRNING SM CP ETF | 480 | $29.5M | 0.02% | |
| 267 | CIONCION INVT CORP | 3,061 | $29.3M | 0.02% | |
| 268 | TAT&T INC | 1,007 | $29.1M | 0.02% | |
| 269 | VTIVANGUARD TOTAL STOCK MARKET ETF | 95 | $28.9M | 0.02% | |
| 270 | GDLCGRAYSCALE DIGITAL LARGE UNT | 599 | $28.7M | 0.02% | |
| 271 | EBAEBAY INC | 380 | $28.3M | 0.02% | |
| 272 | IJSISHARES TR SP SMCP600VL ETF | 282 | $28.1M | 0.02% | |
| 273 | AVGOBROADCOM INC | 101 | $27.9M | 0.02% | |
| 274 | IBITISHARES BITCOIN TRUST ETF SHS BEN INT | 455 | $27.9M | 0.02% | |
| 275 | BLKBLACKROCK INC NEW | 26 | $27.5M | 0.02% | |
| 276 | MTBM & T BK CORPORATION | 140 | $27.1M | 0.02% | |
| 277 | WMBWILLIAMS COMPANIES INCORPORATED | 425 | $26.7M | 0.02% | |
| 278 | HALOHALOZYME THERAPEUTICS IN | 500 | $26.0M | 0.02% | |
| 279 | EPDENTERPRISE PRODUCTS PARTNERS L P | 832 | $25.8M | 0.02% | |
| 280 | —HYUNDAI MOTOR CO L ORDF | 475 | $25.6M | 0.02% | |
| 281 | OUNZVANECK MERK GOLD ETF | 800 | $25.5M | 0.02% | |
| 282 | FFORD MTR COMPANY | 2,344 | $25.4M | 0.02% | |
| 283 | 4I1PHILIP MORRIS INTERNATIONAL INCORPORATED | 139 | $25.3M | 0.02% | |
| 284 | HSYHERSHEY COMPANY | 151 | $25.1M | 0.02% | |
| 285 | PEBOPEOPLES BANCORP INC | 818 | $25.0M | 0.02% | |
| 286 | DRIDARDEN RESTAURANTS INC | 109 | $23.8M | 0.01% | |
| 287 | IWNISHARES TR RUS 2000 VAL ETF | 150 | $23.7M | 0.01% | |
| 288 | MAINMAIN STR CAP CORP | 400 | $23.6M | 0.01% | |
| 289 | LLYELI LILLY AND CO | 30 | $23.6M | 0.01% | |
| 290 | RFREGIONS FINL CORP NEW | 1,000 | $23.5M | 0.01% | |
| 291 | CPSCANADIAN PREM SAND INCORPORATED | 168,000 | $23.5M | 0.01% | |
| 292 | UNMUNUM GROUP | 287 | $23.2M | 0.01% | |
| 293 | WELLWELLTOWER INC REIT | 150 | $23.1M | 0.01% | |
| 294 | DFAXDIMENSIONAL WLD EX US CREQ 2 ETF | 759 | $22.3M | 0.01% | |
| 295 | IPSTHERITAGE DISTILLING HLDG | 52,500 | $21.4M | 0.01% | |
| 296 | AGFIRST MAJESTIC SILVER F | 2,576 | $21.3M | 0.01% | |
| 297 | HLHECLA MNG CO | 3,384 | $20.3M | 0.01% | |
| 298 | ALSALLSTATE CORP | 100 | $20.1M | 0.01% | |
| 299 | SLVISHARES SILVER TRUST ETF | 610 | $20.0M | 0.01% | |
| 300 | GEVGE VERNOVA INCORPORATED | 37 | $19.6M | 0.01% |