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 |
|---|---|---|---|---|---|
| 301 | BEPCBROOKFIELD RENEWABLE FCLASS A | 670 | $23.1M | 0.01% | |
| 302 | GEVGE VERNOVA INCORPORATED | 37 | $22.8M | 0.01% | |
| 303 | WMBWILLIAMS COMPANIES INCORPORATED | 359 | $22.7M | 0.01% | |
| 304 | 4I1PHILIP MORRIS INTERNATIONAL INCORPORATED | 140 | $22.7M | 0.01% | |
| 305 | UNMUNUM GROUP | 287 | $22.3M | 0.01% | |
| 306 | BHPBHP GROUP LTD ORDF | 783 | $22.0M | 0.01% | |
| 307 | SILGLOBAL X SILVER MINERS ETF | 300 | $21.5M | 0.01% | |
| 308 | ALSALLSTATE CORP | 100 | $21.5M | 0.01% | |
| 309 | SCHASCHWAB US SMALL CAP ETF | 764 | $21.3M | 0.01% | |
| 310 | DRIDARDEN RESTAURANTS INC | 109 | $20.7M | 0.01% | |
| 311 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 322 | $19.3M | 0.01% | |
| 312 | WFCWELLS FARGO COMPANY NEW | 225 | $18.9M | 0.01% | |
| 313 | T7DTRANSDIGM GROUP INC | 14 | $18.5M | 0.01% | |
| 314 | STKCOLUMBIA SELIGMAN PRM TE | 518 | $18.3M | 0.01% | |
| 315 | CPSCANADIAN PREM SAND INCORPORATED | 168,000 | $18.1M | 0.01% | |
| 316 | BACBANK OF AMERICA CORP | 350 | $18.1M | 0.01% | |
| 317 | TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 64 | $17.9M | 0.01% | |
| 318 | GRABGRAB HLDGS LTD FCLASS A | 2,964 | $17.8M | 0.01% | |
| 319 | XOMEXXON MOBIL CORPORATION | 157 | $17.8M | 0.01% | |
| 320 | MCDMCDONALDS CORPORATION | 58 | $17.6M | 0.01% | |
| 321 | TMUST-MOBILE US INCORPORATED | 72 | $17.2M | 0.01% | |
| 322 | YUMCYUM CHINA HLDGS INCORPORATED | 400 | $17.2M | 0.01% | |
| 323 | POSTPOST HLDGS INC | 154 | $16.6M | 0.01% | |
| 324 | HPEHEWLETT PACKARD ENTERPRISE COMPANY | 673 | $16.5M | 0.01% | |
| 325 | VVISA INC CLASS A | 48 | $16.4M | 0.01% | |
| 326 | BABOEING COMPANY | 75 | $16.2M | 0.01% | |
| 327 | AALAMERICAN AIRLS GROUP INC | 1,400 | $15.7M | 0.01% | |
| 328 | MDLZMONDELEZ INTERNATIONAL INCORPORATED CLASS A | 250 | $15.6M | 0.01% | |
| 329 | GLWCORNING INCORPORATED | 190 | $15.6M | 0.01% | |
| 330 | SPGIS&P GLOBAL INC | 32 | $15.6M | 0.01% | |
| 331 | USOUNITED STATES OIL FUND, LP | 211 | $15.6M | 0.01% | |
| 332 | BRWSABA CAPITAL INCOME & OPRNT FD SHS NEW | 2,000 | $15.5M | 0.01% | |
| 333 | SUSAISHARES TR ESG OPTIMIZED | 114 | $15.5M | 0.01% | |
| 334 | COPCONOCOPHILLIPS | 163 | $15.4M | 0.01% | |
| 335 | GSGOLDMAN SACHS GROUP INCORPORATED | 19 | $15.1M | 0.01% | |
| 336 | TFCTRUIST FINL CORP | 329 | $15.0M | 0.01% | |
| 337 | GILDGILEAD SCIENCES INC | 135 | $15.0M | 0.01% | |
| 338 | IYGISHARES US FINANCIAL SERETF | 165 | $14.8M | 0.01% | |
| 339 | UTLUNITIL CORP | 300 | $14.4M | 0.01% | |
| 340 | SLSSOLARIS RES INCORPORATED COM NEW | 2,250 | $14.3M | 0.01% | |
| 341 | TFCTRUIST FINL CORPORATION | 307 | $14.0M | 0.01% | |
| 342 | FCXFREEPORT-MCMORAN INC | 354 | $13.9M | 0.01% | |
| 343 | SPLVINVESCO S&P 500 LOW VOLATILITY ETF | 185 | $13.6M | 0.01% | |
| 344 | STWDSTARWOOD PPTY TR INC REIT | 700 | $13.6M | 0.01% | |
| 345 | IWMISHARES TR RUSSELL 2000 ETF | 55 | $13.3M | 0.01% | |
| 346 | SBUXSTARBUCKS CORPORATION | 155 | $13.1M | 0.01% | |
| 347 | EMREMERSON ELEC COMPANY | 99 | $13.0M | 0.01% | |
| 348 | DELLDELL TECHNOLOGIES INCORPORATED CLASS C | 90 | $12.8M | 0.01% | |
| 349 | BACBANK AMERICA CORPORATION | 247 | $12.7M | 0.01% | |
| 350 | SOSOUTHERN COMPANY | 131 | $12.5M | 0.01% | |
| 351 | JGHNUVEEN GLOBAL HIGH INCOME FD SHS | 900 | $12.2M | 0.01% | |
| 352 | NTRNUTRIEN LTD F | 200 | $11.7M | 0.01% | |
| 353 | KTOSKRATOS DEFENSE & SEC SOL | 125 | $11.4M | 0.01% | |
| 354 | MUMICRON TECHNOLOGY INCORPORATED | 68 | $11.4M | 0.01% | |
| 355 | XLEENERGY SELECT SECTOR SPDR ETF | 125 | $11.2M | 0.01% | |
| 356 | BHPBHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | 200 | $11.2M | 0.01% | |
| 357 | CSCOCISCO SYSTEMS INCORPORATED | 162 | $11.1M | 0.01% | |
| 358 | VIRVIR BIOTECHNOLOGY INC | 1,937 | $11.1M | 0.01% | |
| 359 | NOMDNOMAD FOODS LTD F | 841 | $11.1M | 0.01% | |
| 360 | TJXTJX COMPANIES INCORPORATED NEW | 75 | $10.8M | 0.01% | |
| 361 | KLACKLA CORPORATION COM NEW | 10 | $10.8M | 0.01% | |
| 362 | CFGCITIZENS FINL GROUP INCORPORATED | 200 | $10.6M | 0.01% | |
| 363 | ULUNILEVER PLC SPON ADR NEW | 179 | $10.6M | 0.01% | |
| 364 | VHTVANGUARD HEALTH CARE ETF | 40 | $10.4M | 0.01% | |
| 365 | CRWDCROWDSTRIKE HLDGS INC CLASS A | 21 | $10.3M | 0.01% | |
| 366 | —NOVONIX LTD ORDF | 33,716 | $10.1M | 0.01% | |
| 367 | COINCOINBASE GLOBAL INCORPORATED COM CLASS A | 30 | $10.1M | 0.01% | |
| 368 | FUJHYSUBARU CORP FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 1,000 | $10.1M | 0.01% | |
| 369 | PCEFINVESCO CEF INCOME COMPOSITE ETF | 500 | $10.0M | 0.01% | |
| 370 | MOALTRIA GROUP INCORPORATED | 150 | $9.9M | 0.01% | |
| 371 | DXJWISDOMTREE JAPAN HEDGED EQUITY ETF | 77 | $9.9M | 0.01% | |
| 372 | ISIIONIS PHARMACEUTICALS IN | 150 | $9.8M | 0.01% | |
| 373 | QSRRESTAURANT BRANDS INTERNATIONAL INCORPORATED | 153 | $9.8M | 0.01% | |
| 374 | VDEVANGUARD ENERGY ETF | 77 | $9.7M | 0.01% | |
| 375 | SOSOUTHERN CO | 100 | $9.5M | 0.01% | |
| 376 | KMIKINDER MORGAN INCORPORATED DEL | 331 | $9.4M | 0.01% | |
| 377 | NOWSERVICENOW INC | 10 | $9.2M | 0.01% | |
| 378 | SNEXSTONEX GROUP INC | 91 | $9.2M | 0.01% | |
| 379 | LLYELI LILLY & COMPANY | 12 | $9.2M | 0.01% | |
| 380 | GABGABELLI EQUITY TR INCORPORATED | 1,500 | $9.1M | 0.01% | |
| 381 | RPRXROYALTY PHARMA PLC SHS CLASS A | 251 | $8.9M | 0.01% | |
| 382 | ETCGGRAYSCALE ETHEREUM CLASS | 901 | $8.5M | 0.00% | |
| 383 | MCHPMICROCHIP TECHNOLOGY INCORPORATED. | 130 | $8.3M | 0.00% | |
| 384 | RACEFERRARI N V NEW F | 17 | $8.2M | 0.00% | |
| 385 | CNPCENTERPOINT ENERGY INCORPORATED | 209 | $8.1M | 0.00% | |
| 386 | ODVOSISKO DEVELOPMENT CORPORATION COM NEW | 2,333 | $7.9M | 0.00% | |
| 387 | JFRNUVEEN FLOATING RATE INCOME FD | 965 | $7.9M | 0.00% | |
| 388 | DNPDNP SELECT INCOME FD INCORPORATED | 774 | $7.7M | 0.00% | |
| 389 | ETRENTERGY CORPORATION NEW | 83 | $7.7M | 0.00% | |
| 390 | XEXGXEATON VANCE TAX-MANAGED GLOBAL | 850 | $7.7M | 0.00% | |
| 391 | AMTAMERICAN TOWER CORPORATION NEW REIT | 40 | $7.7M | 0.00% | |
| 392 | MUBISHARES TR NATIONAL MUN ETF | 72 | $7.7M | 0.00% | |
| 393 | VRTVERTIV HLDGS CO CLASS A | 50 | $7.6M | 0.00% | |
| 394 | TRIPTRIPADVISOR INC | 461 | $7.5M | 0.00% | |
| 395 | TSCOTRACTOR SUPPLY COMPANY | 131 | $7.5M | 0.00% | |
| 396 | XBGYXBLACKROCK ENHANCED INTL DIV TR COM BENE INTER | 1,286 | $7.4M | 0.00% | |
| 397 | HONHONEYWELL INTERNATIONAL INCORPORATED | 35 | $7.4M | 0.00% | |
| 398 | LRCXLAM RESEARCH CORPORATION COM NEW | 55 | $7.4M | 0.00% | |
| 399 | DWDMORGAN STANLEY COM NEW | 46 | $7.3M | 0.00% | |
| 400 | PGFINVESCO FINANCIAL PREFERRED ETF | 500 | $7.3M | 0.00% |