Wealth Preservation Advisors, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$171.9B
Holdings
589
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (589 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | FULTFULTON FINL CORPORATION PA | 3,397 | $63.3M | 0.04% | |
| 202 | DISDISNEY WALT COMPANY | 545 | $62.4M | 0.04% | |
| 203 | IJTISHARES TR S&P SML 600 GWT | 438 | $62.0M | 0.04% | |
| 204 | IWDISHARES RUSSELL 1000 VALUE ETF | 304 | $61.9M | 0.04% | |
| 205 | DRIDARDEN RESTAURANTS INCORPORATED | 324 | $61.7M | 0.04% | |
| 206 | IJKISHARES S&P MID CAP 400 GRWTH ETF | 631 | $60.5M | 0.04% | |
| 207 | CAVACAVA GROUP INC | 1,000 | $60.4M | 0.04% | |
| 208 | IAU*ISHARES GOLD TR ISHARES NEW | 828 | $60.3M | 0.04% | |
| 209 | SMBKSMARTFINANCIAL INCORPORATED COM NEW | 1,684 | $60.2M | 0.04% | |
| 210 | GSGOLDMAN SACHS GROUP INC | 75 | $60.0M | 0.03% | |
| 211 | RIORIO TINTO PLC SPONSORED ADR | 905 | $59.7M | 0.03% | |
| 212 | APDAIR PRODUCTS & CHEMICALS INCORPORATED | 216 | $58.9M | 0.03% | |
| 213 | IMCBISHARES MORNINGSTAR MID CAP ETF | 707 | $58.7M | 0.03% | |
| 214 | PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A | 315 | $57.5M | 0.03% | |
| 215 | ORCLORACLE CORPORATION | 203 | $57.1M | 0.03% | |
| 216 | CMICUMMINS INCORPORATED | 135 | $57.0M | 0.03% | |
| 217 | COKECOCA COLA CONSOLIDAT | 473 | $55.4M | 0.03% | |
| 218 | CVXCHEVRON CORPORATION NEW | 355 | $55.1M | 0.03% | |
| 219 | WPMWHEATON PRECIOUS METAL F | 487 | $54.5M | 0.03% | |
| 220 | BBARRICK MNG CORP F | 1,628 | $53.4M | 0.03% | |
| 221 | PIPRPIPER SANDLER COMPANIES | 151 | $52.4M | 0.03% | |
| 222 | VBKVANGUARD SMALL-CAP GROWTH ETF | 174 | $51.8M | 0.03% | |
| 223 | BKBANK NEW YORK MELLON CORPORATION | 465 | $50.7M | 0.03% | |
| 224 | PNFP 6.75 PERP BPINNACLE FINANCIAL PARTNERS, INC. PFD | 2,000 | $50.3M | 0.03% | |
| 225 | TSLATESLA INCORPORATED | 112 | $49.8M | 0.03% | |
| 226 | AGNCAGNC INVT CORP REIT | 5,000 | $49.0M | 0.03% | |
| 227 | ASTEASTEC INDUSTRIES INCORPORATED | 1,000 | $48.1M | 0.03% | |
| 228 | NEENEXTERA ENERGY INCORPORATED | 630 | $47.6M | 0.03% | |
| 229 | OXYOCCIDENTAL PETE CORP | 1,000 | $47.3M | 0.03% | |
| 230 | YUMCYUM CHINA HLDGS INC | 1,100 | $47.2M | 0.03% | |
| 231 | DUKDUKE ENERGY CORPORATION NEW COM NEW | 381 | $47.2M | 0.03% | |
| 232 | COKECOCA COLA CONS INCORPORATED | 400 | $46.9M | 0.03% | |
| 233 | DONSPDR DOW JONES INDUSTRIAL AVRG ETF | 100 | $46.4M | 0.03% | |
| 234 | VAWVANGUARD MATERIALS ETF | 224 | $45.9M | 0.03% | |
| 235 | GEGE AEROSPACE COM NEW | 151 | $45.4M | 0.03% | |
| 236 | IJHISHARES TR CORE S&P MCP ETF | 696 | $45.4M | 0.03% | |
| 237 | UNPUNION PAC CORPORATION | 190 | $44.9M | 0.03% | |
| 238 | RFREGIONS FINANCIAL CORPORATION NEW | 1,688 | $44.5M | 0.03% | |
| 239 | FSLRFIRST SOLAR INC | 200 | $44.1M | 0.03% | |
| 240 | CMCSACOMCAST CORPORATION NEW CLASS A | 1,378 | $43.3M | 0.03% | |
| 241 | FISFIDELITY NATL INFORMATION SVCS | 654 | $43.1M | 0.03% | |
| 242 | IPSTHERITAGE DISTILLING HLDG | 52,500 | $43.1M | 0.03% | |
| 243 | AMDADVANCED MICRO DEVICES INCORPORATED | 264 | $42.7M | 0.02% | |
| 244 | HLHECLA MNG CO | 3,384 | $40.9M | 0.02% | |
| 245 | RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR | 678 | $40.8M | 0.02% | |
| 246 | TAT&T INCORPORATED | 1,435 | $40.5M | 0.02% | |
| 247 | DALDELTA AIR LINES INC DEL | 700 | $39.7M | 0.02% | |
| 248 | NFLXNETFLIX INCORPORATED | 33 | $39.6M | 0.02% | |
| 249 | VBRVANGUARD SMALL-CAP VALUE ETF | 188 | $39.2M | 0.02% | |
| 250 | EWJISHARES INCORPORATED MSCI JPN ETF NEW | 487 | $39.1M | 0.02% | |
| 251 | ETENERGY TRANSFER L P LP | 2,264 | $38.9M | 0.02% | |
| 252 | IJRISHARES TR CORE S&P SCP ETF | 324 | $38.5M | 0.02% | |
| 253 | PGPROCTER & GAMBLE CO | 250 | $38.4M | 0.02% | |
| 254 | IAUMISHARES GOLD TR MICRO UNDIV BENF ETV | 996 | $38.3M | 0.02% | |
| 255 | BBYBEST BUY INCORPORATED | 485 | $36.7M | 0.02% | |
| 256 | HALOHALOZYME THERAPEUTICS IN | 500 | $36.7M | 0.02% | |
| 257 | BLKBLACKROCK INCORPORATED | 31 | $36.1M | 0.02% | |
| 258 | SCHBSCHWAB US BROAD MARKET ETF | 1,380 | $35.5M | 0.02% | |
| 259 | EBAEBAY INC | 380 | $34.6M | 0.02% | |
| 260 | PHPARKER-HANNIFIN CORP | 45 | $34.1M | 0.02% | |
| 261 | BXBLACKSTONE INCORPORATED | 199 | $34.1M | 0.02% | |
| 262 | CSCOCISCO SYS INC | 495 | $33.9M | 0.02% | |
| 263 | GDLCGRAYSCALE COINDESK CRYPTO 5 ETF | 599 | $33.5M | 0.02% | |
| 264 | AVGOBROADCOM INC | 101 | $33.4M | 0.02% | |
| 265 | PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED | 399 | $33.3M | 0.02% | |
| 266 | FITESPDR S&P KENSHO FUTURE SECURITY ETF | 387 | $33.1M | 0.02% | |
| 267 | VGITVANGUARD INTER-TERM TREAS INDEX FD | 543 | $32.6M | 0.02% | |
| 268 | BKNGBOOKING HLDGS INC | 6 | $32.4M | 0.02% | |
| 269 | ISCVISHARES TR MRNING SM CP ETF | 480 | $32.0M | 0.02% | |
| 270 | CEF/USPROTT PHYSICAL GLD SLVR | 864 | $31.7M | 0.02% | |
| 271 | AGFIRST MAJESTIC SILVER F | 2,576 | $31.7M | 0.02% | |
| 272 | VTIVANGUARD TOTAL STOCK MARKET ETF | 96 | $31.5M | 0.02% | |
| 273 | IJSISHARES TR SP SMCP600VL ETF | 282 | $31.2M | 0.02% | |
| 274 | APOAPOLLO GLOBAL MGMT INCORPORATED | 234 | $31.2M | 0.02% | |
| 275 | SSSSSURO CAPITAL CORP | 3,448 | $31.0M | 0.02% | |
| 276 | BLKBLACKROCK INC NEW | 26 | $30.7M | 0.02% | |
| 277 | FSKFS KKR CAP CORPORATION | 2,000 | $29.9M | 0.02% | |
| 278 | OUNZVANECK MERK GOLD ETF | 800 | $29.8M | 0.02% | |
| 279 | IBITISHARES BITCOIN TRUST ETF SHS BEN INT | 455 | $29.6M | 0.02% | |
| 280 | A4SAMERIPRISE FINL INC | 60 | $29.5M | 0.02% | |
| 281 | CIONCION INVT CORP | 3,061 | $29.0M | 0.02% | |
| 282 | MKLMARKEL GROUP INC | 15 | $28.7M | 0.02% | |
| 283 | SEASEABRIDGE GOLD INC F | 1,185 | $28.6M | 0.02% | |
| 284 | BACVERIZON COMMUNICATIONS I | 650 | $28.6M | 0.02% | |
| 285 | FFORD MTR COMPANY | 2,367 | $28.3M | 0.02% | |
| 286 | HSYHERSHEY COMPANY | 151 | $28.3M | 0.02% | |
| 287 | EQXEQUINOX GOLD CORP F | 2,488 | $27.9M | 0.02% | |
| 288 | MTBM & T BK CORPORATION | 140 | $27.6M | 0.02% | |
| 289 | WELLWELLTOWER INC REIT | 150 | $26.7M | 0.02% | |
| 290 | IWNISHARES TR RUS 2000 VAL ETF | 150 | $26.5M | 0.02% | |
| 291 | RFREGIONS FINL CORP NEW | 1,000 | $26.4M | 0.02% | |
| 292 | EPDENTERPRISE PRODUCTS PARTNERS L P | 839 | $26.2M | 0.02% | |
| 293 | SLVISHARES SILVER TRUST ETF | 610 | $25.8M | 0.02% | |
| 294 | TAT&T INC | 909 | $25.7M | 0.01% | |
| 295 | MAINMAIN STR CAP CORP | 400 | $25.4M | 0.01% | |
| 296 | LLYELI LILLY AND CO | 33 | $25.4M | 0.01% | |
| 297 | HEIHEICO CORP NEW CLASS A | 95 | $24.1M | 0.01% | |
| 298 | AYS1SANDSTORM GOLD LTD F | 1,913 | $24.0M | 0.01% | |
| 299 | DFAXDIMENSIONAL WLD EX US CREQ 2 ETF | 759 | $23.8M | 0.01% | |
| 300 | SNYSANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 500 | $23.6M | 0.01% |