Wealth Preservation Advisors, LLC Portfolio Holdings
Q3 2025•528 long positions•$171.4M portfolio value
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Holding560 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Internet Content & Information Communication Services | $24.7M 14.41% | +$3.7K Bought | 0.001% 101.4K shares | 101.4K → 101.4K +$3.7K | +0.01% | $2.95T Mega Cap | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $18.5M 10.81% | -$180.0K Sold | 0.001% 84.4K shares | 85.2K → 84.4K −$180.0K | -0.96% | $2.34T Mega Cap | Q1 2025 Held for 8 months | |
Semiconductors Technology | $16.9M 9.83% | -$2.0M Sold | 0.0% 90.4K shares | 101.1K → 90.4K −$2.0M | -10.65% | $4.54T Mega Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $12.6M 7.33% | +$20.7K Bought | 0.0% 24.3K shares | 24.2K → 24.3K +$20.7K | +0.17% | $3.85T Mega Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $12.1M 7.09% | +$1.7K Bought | 0.006% 124.0K shares | 124.0K → 124.0K +$1.7K | +0.01% | $204.31B Mega Cap | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $9.4M 5.47% | +$65.9K Bought | 0.0% 36.8K shares | 36.6K → 36.8K +$65.9K | +0.71% | $3.78T Mega Cap | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $8.4M 4.88% | -$24.5K Sold | 0.782% 278.8K shares | 279.6K → 278.8K −$24.5K | -0.29% | $1.1B Small Cap | Q1 2025 Held for 8 months | |
ETF ETF | $5.5M 3.2% | +$698.6K Bought | — 29.4K shares | 25.7K → 29.4K +$698.6K | +14.6% | — — | Q1 2025 Held for 8 months | |
Entertainment Communication Services | $3.6M 2.12% | +$1.2M Bought | 0.001% 3.0K shares | 2.0K → 3.0K +$1.2M | +49.12% | $509.45B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $2.8M 1.66% | +$69.1K Bought | — 5.9K shares | 5.8K → 5.9K +$69.1K | +2.49% | — — | Q1 2025 Held for 8 months | |
Financial - Credit Services Financial Services | $2.6M 1.52% | +$48.7K Bought | 0.04% 203.5K shares | 199.7K → 203.5K +$48.7K | +1.91% | $6.5B Mid Cap | Q1 2025 Held for 8 months | |
ETF ETF | $2.5M 1.45% | +$110.5K Bought | — 14.3K shares | 13.6K → 14.3K +$110.5K | +4.65% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $1.9M 1.09% | -$277.1K Sold | 0.0% 7.7K shares | 8.9K → 7.7K −$277.1K | -12.88% | $2.95T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 1.06% | +$46.0K Bought | — 2.7K shares | 2.7K → 2.7K +$46.0K | +2.59% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.6M 0.906% | +$6.4K Bought | — 39.2K shares | 39.1K → 39.2K +$6.4K | +0.41% | — — | Q1 2025 Held for 8 months | |
REIT - Retail Real Estate | $1.5M 0.876% | — | 0.002% 8.0K shares | — | — | $61.3B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.724% | -$152.8K Sold | — 39.0K shares | 43.8K → 39.0K −$152.8K | -10.96% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $1.2M 0.703% | -$789.4K Sold | 0.0% 1.6K shares | 2.7K → 1.6K −$789.4K | -39.59% | $1.84T Mega Cap | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $1.1M 0.668% | +$45.2 Bought | 0.01% 50.6K shares | 50.6K → 50.6K +$45.2 | +0.0% | $11.5B Large Cap | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $1.1M 0.618% | — | 0.035% 19.0K shares | — | — | $3.0B Mid Cap | Q1 2025 Held for 8 months | |
ETF ETF | $943.7K 0.551% | -$263.4K Sold | — 24.8K shares | 31.7K → 24.8K −$263.4K | -21.82% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $880.3K 0.514% | +$293.7 Bought | — 3.0K shares | 3.0K → 3.0K +$293.7 | +0.03% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $846.7K 0.494% | +$195.3K Bought | — 9.1K shares | 7.0K → 9.1K +$195.3K | +29.98% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $782.1K 0.456% | +$208.7 Bought | — 3.7K shares | 3.7K → 3.7K +$208.7 | +0.03% | — — | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $754.2K 0.44% | — | 0.0% 1.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $724.4K 0.423% | -$2.6K Sold | 0.001% 3.6K shares | 3.6K → 3.6K −$2.6K | -0.36% | $79.1B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $657.5K 0.384% | — | — 12.2K shares | — | — | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $640.6K 0.374% | +$48.7K Bought | — 1.8K shares | 1.7K → 1.8K +$48.7K | +8.23% | — — | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $622.2K 0.363% | +$503.6 Bought | 0.0% 7.4K shares | 7.4K → 7.4K +$503.6 | +0.08% | $209.64B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $584.8K 0.341% | +$2.7K Bought | — 17.4K shares | 17.3K → 17.4K +$2.7K | +0.47% | — — | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $578.4K 0.337% | — | 0.028% 8.3K shares | — | — | $2.1B Mid Cap | Q1 2025 Held for 8 months | |
Asset Management Financial Services | $575.6K 0.336% | — | 0.014% 15.1K shares | — | — | $4.2B Mid Cap | Q1 2025 Held for 8 months | |
Agricultural - Machinery Industrials | $574.8K 0.335% | +$5.0K Bought | 0.0% 1.3K shares | 1.2K → 1.3K +$5.0K | +0.88% | $123.61B Large Cap | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $550.4K 0.321% | -$1.3K Sold | 0.0% 1.7K shares | 1.7K → 1.7K −$1.3K | -0.23% | $867.35B Mega Cap | Q1 2025 Held for 8 months | |
Beverages - Non-Alcoholic Consumer Defensive | $545.6K 0.318% | +$132.6 Bought | 0.0% 8.2K shares | 8.2K → 8.2K +$132.6 | +0.02% | $285.42B Mega Cap | Q1 2025 Held for 8 months | |
Asset Management Financial Services | $543.7K 0.317% | -$6.2K Sold | 0.005% 32.1K shares | 32.5K → 32.1K −$6.2K | -1.13% | $11.0B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $542.4K 0.316% | — | — 4.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $534.4K 0.312% | +$13.2K Bought | 0.0% 6.4K shares | 6.2K → 6.4K +$13.2K | +2.52% | $268.51B Mega Cap | Q1 2025 Held for 8 months | |
Financial - Capital Markets Financial Services | $530.3K 0.309% | -$317.9 Sold | 0.0% 3.3K shares | 3.3K → 3.3K −$317.9 | -0.06% | $253.75B Mega Cap | Q1 2025 Held for 8 months | |
Asset Management Financial Services | $519.8K 0.303% | — | 0.0% 4.0K shares | — | — | $115.78B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $487.2K 0.284% | -$1.1K Sold | — 16.7K shares | 16.8K → 16.7K −$1.1K | -0.23% | — — | Q1 2025 Held for 8 months | |
REIT - Healthcare Facilities Real Estate | $477.8K 0.279% | — | 0.004% 11.3K shares | — | — | $12.5B Large Cap | Q1 2025 Held for 8 months | |
Oil & Gas Refining & Marketing Energy | $468.4K 0.273% | — | 0.001% 2.4K shares | — | — | $58.6B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $430.3K 0.251% | — | — 18.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
Software - Application Technology | $423.3K 0.247% | -$18.4K Sold | 0.0% 460.0 shares | 480.0 → 460.0 −$18.4K | -4.17% | $190.98B Large Cap | Q1 2025 Held for 8 months | |
Railroads Industrials | $418.6K 0.244% | +$48.0K Bought | 0.0% 1.8K shares | 1.6K → 1.8K +$48.0K | +12.95% | $140.18B Large Cap | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $416.3K 0.243% | +$33.7K Bought | 0.0% 828.0 shares | 761.0 → 828.0 +$33.7K | +8.8% | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $407.1K 0.237% | — | — 2.9K shares | — | — | — — | Q1 2025 Held for 8 months | |
Insurance - Property & Casualty Financial Services | $401.3K 0.234% | +$2.0K Bought | 0.0% 1.6K shares | 1.6K → 1.6K +$2.0K | +0.49% | $144.81B Large Cap | Q1 2025 Held for 8 months | |
Gambling, Resorts & Casinos Consumer Cyclical | $395.8K 0.231% | — | 0.006% 4.1K shares | — | — | $6.8B Mid Cap | Q1 2025 Held for 8 months |
