Wealth Preservation Advisors, LLC Incresed Positions in Q2 2025

Wealth Preservation Advisors, LLC

  • $162 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
7.59K
+ 8.11%
$94.31 - $157.99 $716K - $1.2M
101K $16B
UBER
Uber Technologies, Inc

Technology
603
+ 0.49%
$64.62 - $93.3 $39K - $56.3K
124K $11.6B
META
Meta Platforms, Inc.

Communication Services
849
+ 45.5%
$484.66 - $738.09 $411K - $627K
2.72K $2B
CRWD
Crowd Strike Holdings, Inc.

Technology
918
+ 3991.3%
$321.63 - $509.31 $295K - $468K
941 $479M
Ark 21 Shares Bitcoin ETF
21.7K
+ 214.88%
N/A
31.7K $1.14B
TSLA
Tesla, Inc.

Consumer Cyclical
573
+ 28.56%
$221.86 - $362.89 $127K - $208K
2.58K $819M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
416
+ 6933.33%
$456.74 - $568.03 $190K - $236K
422 $240M
VTV
Vanguard Value ETF

ETFs
383
+ 1.51%
$153.67 - $176.74 $58.9K - $67.7K
25.7K $4.54B
Ishares Bitcoin ETF
455
+ 6.44%
N/A
7.52K $460M
CEG
Constellation Energy Corp

Utilities
2
+ 0.19%
$170.96 - $322.76 $342 - $646
1.07K $345M
PLTR
Palantir Technologies Inc.

Technology
750
+ 238.1%
$74.01 - $144.25 $55.5K - $108K
1.07K $145M
COF
Capital One Financial Corp

Financial Services
522
+ 549.47%
$150.57 - $212.76 $78.6K - $111K
617 $131M
APO
Apollo Global Management, Inc.

Financial Services
715
+ 70.17%
$108.68 - $145.07 $77.7K - $104K
1.73K $246M
VOE
Vanguard Mid Cap Value Index F

ETFs
292
+ 2.19%
$141.87 - $164.49 $41.4K - $48K
13.6K $2.24B
AMD
Advanced Micro Devices Inc

Technology
470
+ 72.42%
$78.21 - $143.81 $36.8K - $67.6K
1.12K $159M
SNOW
Snowflake Inc.

Technology
5
+ 0.43%
$130.53 - $223.77 $653 - $1.12K
1.16K $259M
FHN
First Horizon Corp

Financial Services
3
+ 0.01%
$16.21 - $21.2 $48.6 - $63.6
50.6K $1.07B
INTC
Intel Corp

Technology
3K
+ 86.96%
$18.13 - $22.69 $54.4K - $68.1K
6.45K $144M
EFA
Ishares Tr Msci Eafe ETF

ETFs
24
+ 0.35%
$72.96 - $90.39 $1.75K - $2.17K
6.98K $624M
WFC
Wells Fargo & Company

Financial Services
18
+ 0.29%
$60.98 - $80.12 $1.1K - $1.44K
6.22K $498M
VBK
Vanguard Small Cap Growth ETF

ETFs
79
+ 6.59%
$219.76 - $276.94 $17.4K - $21.9K
1.28K $354M
AEP
American Electric Power CO Inc

Utilities
500
+ 980.39%
$98.59 - $109.11 $49.3K - $54.6K
551 $57.2M
MPC
Marathon Petroleum Corp

Energy
2
+ 0.08%
$118.55 - $170.08 $237 - $340
2.43K $404M
RTX
Raytheon Technologies Corp

Industrials
17
+ 0.59%
$113.75 - $148.48 $1.93K - $2.52K
2.88K $421M
ETN
Eaton Corp PLC

Industrials
7
+ 1.6%
$246.52 - $356.99 $1.73K - $2.5K
444 $159M
DELL
Dell Technologies Inc.

Technology
21
+ 1.97%
$71.63 - $125.98 $1.5K - $2.65K
1.09K $133M
CRM
Salesforce, Inc.

Technology
20
+ 0.32%
$236.26 - $291.15 $4.73K - $5.82K
6.37K $1.74B
XLF
Financial Sector Spdr

ETFs
5
+ 0.04%
$43.92 - $52.37 $220 - $262
12.2K $639M
ABBV
Abb Vie Inc.

Healthcare
230
+ 45.91%
$170.16 - $206.27 $39.1K - $47.4K
731 $136M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.42%
$177.93 - $313.14 $178 - $313
237 $74.3M
NXPI
Nxp Semiconductors N.V.

Technology
5
+ 1.0%
$153.5 - $218.72 $768 - $1.09K
506 $111M
DIS
Walt Disney CO

Communication Services
13
+ 2.4%
$81.72 - $124.01 $1.06K - $1.61K
555 $68.8M
BAC
Bank Of America Corp

Financial Services
223
+ 48.69%
$34.39 - $47.46 $7.67K - $10.6K
681 $32.2M
TXN
Texas Instruments Inc

Technology
3
+ 0.74%
N/A
408 $84.7M
AXP
American Express CO

Financial Services
2
+ 0.88%
$231.39 - $318.98 $463 - $638
228 $72.6M
UGI
Ugi Corp

Utilities
29
+ 1.11%
$30.18 - $36.59 $875 - $1.06K
2.63K $95.9M
Blackrock Inc New
1
+ 1.72%
N/A
59 $62.1M
SAND
Sandstorm Gold LTD

Basic Materials
445
+ 30.31%
$6.82 - $9.53 $3.03K - $4.24K
1.91K $18M
WMB
Williams Companies, Inc.

Energy
72
+ 20.4%
$54.33 - $62.87 $3.91K - $4.53K
425 $26.7M
FIS
Fidelity National Information Services, Inc.

Technology
7
+ 1.05%
$68.14 - $82.13 $477 - $575
673 $54.8M
EMR
Emerson Electric CO

Industrials
20
+ 20.2%
$94.15 - $133.33 $1.88K - $2.67K
119 $15.9M
MCHP
Microchip Technology Inc

Technology
42
+ 53.85%
$35.34 - $71.6 $1.48K - $3.01K
120 $8.44M
LHX
L3 Harris Technologies, Inc.

Industrials
9
+ 15.52%
$200.21 - $256.99 $1.8K - $2.31K
67 $16.8M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
3
+ 0.43%
$65.41 - $79.66 $196 - $239
705 $56.1M
LLY
Eli Lilly & CO

Healthcare
7
+ 21.21%
$713.71 - $898.95 $5K - $6.29K
40 $31.4M
BK
Bank Of New York Mellon Corp

Financial Services
3
+ 0.65%
$73.31 - $91.62 $220 - $275
463 $42.2M
NVO
Novo Nordisk A S

Healthcare
48
+ 480.0%
$58.08 - $81.05 $2.79K - $3.89K
58 $4M
CFG
Citizens Financial Group Inc

Financial Services
50
+ 20.0%
$34.27 - $44.75 $1.71K - $2.24K
300 $13.4M
GLW
Corning Inc

Technology
48
+ 64.0%
$39.07 - $52.59 $1.88K - $2.52K
123 $6.47M
Activity Summary
Buys All Purchases 181 New Holdings 86 Increased Positions 95 Sells All Sells 92 Reductions 91 Sold out 1 Options Calls 0 Puts 0
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