Wealth Preservation Advisors, LLC Purchases and Sells in Q3 2025

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025

Top Buys

Incresed Positions

130 operations
Stock Shares change Price Range Shares Held Trade History
15
+ 0.01%
$175.16 - $255.24 $2.63K - $3.83K
101K $24.7B
259
+ 0.71%
$202.38 - $256.87 $52.4K - $66.5K
36.8K $9.37B
3.75K
+ 14.6%
$175.51 - $186.57 $657K - $699K
29.4K $5.49B
1K
+ 49.12%
$1147.87 - $1297.18 $1.15M - $1.3M
3.04K $3.64B
17
+ 0.01%
$86.91 - $99.57 $1.48K - $1.69K
124K $12.1B
40
+ 0.17%
$491.09 - $535.64 $19.6K - $21.4K
24.3K $12.6B
View all

New Holdings

40 operations
Stock Shares change Price Range Shares Held Trade History
873
New
$109.55 - $124.15 $95.6K - $108K
873 $102M
17.7K
New
$5.05 - $6.56 $89.4K - $116K
17.7K $95.4M
87
New
$689.63 - $968.09 $60K - $84.2K
87 $84.2M
CAVA GROUP INC
1.1K
New
N/A
1.1K $66.5M
2K
New
$24.08 - $25.48 $48.2K - $51K
2K $50.3M
543
New
$58.97 - $60.36 $32K - $32.8K
543 $32.6M
View all

Top Sells

Reduced Positions

118 operations
Stock Shares change Price Range Shares Held Trade History
-5.24K
- 82.37%
$231.66 - $273.65 $1.21M - $1.43M
1.12K $266M
-1.08K
- 39.59%
$695.21 - $791.73 $747K - $851K
1.64K $1.2B
-2K
- 77.55%
$293.94 - $444.72 $588K - $889K
579 $257M
-920
- 97.77%
$412.46 - $514.1 $379K - $473K
21 $10.3M
FIDELITY WISE ORIGIN BITCOIN FUND
-4.6K
- 87.83%
N/A
637 $63.6M
ISHARES BITCOIN ETF
-5.5K
- 73.11%
N/A
2.02K $131M
View all
Activity Summary
Buys All Purchases 170 New Holdings 40 Increased Positions 130 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Preservation Advisors, LLC Portfolio

Follow Wealth Preservation Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Preservation Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Preservation Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email