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
TFC
Truist Financial Corp

Financial Services
32
+ 5.25%
$34.79 - $42.99 $1.11K - $1.38K
641 $27.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
36
+ 17.56%
$63.54 - $68.5 $2.29K - $2.47K
241 $16.3M
MTB
M&T Bank Corp

Financial Services
1
+ 0.72%
$156.58 - $193.99 $157 - $194
140 $27.1M
ETR
Entergy Corp

Utilities
28
+ 50.91%
$79.01 - $86.61 $2.21K - $2.43K
83 $6.9M
BX
Blackstone Inc.

Financial Services
1
+ 0.51%
$120.07 - $151.11 $120 - $151
199 $29.7M
RPRX
Royalty Pharma PLC

Healthcare
21
+ 10.0%
$30.85 - $36.14 $648 - $759
231 $8.32M
URI
United Rentals, Inc.

Industrials
2
+ 100.0%
$551.94 - $753.4 $1.1K - $1.51K
4 $3.01M
NVX
Novonix LTD

Industrials
1.77K
+ 412.12%
$0.91 - $1.46 $1.61K - $2.58K
2.2K $2.22M
SBUX
Starbucks Corp

Consumer Cyclical
24
+ 21.05%
$79.69 - $99.41 $1.91K - $2.39K
138 $12.6M
LPLA
Lpl Financial Holdings Inc.

Financial Services
2
+ 18.18%
$283.31 - $388.96 $567 - $778
13 $4.88M
DGX
Quest Diagnostics Inc

Healthcare
6
+ 60.0%
N/A
16 $2.87M
AMAT
Applied Materials Inc

Technology
3
+ 21.43%
$126.95 - $183.52 $381 - $551
17 $3.11M
CRH.L
Crh PLC

Basic Materials
8
+ 18.18%
N/A
52 $4.77M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2
+ 12.5%
$160.22 - $209.35 $320 - $419
18 $3.77M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
9
+ 100.0%
$86.97 - $102.82 $783 - $925
18 $1.73M
AMT
American Tower Corp

Real Estate
3
+ 8.33%
$203.96 - $228.19 $612 - $685
39 $8.62M
TRMB
Trimble Inc.

Technology
7
+ 31.82%
$55.12 - $75.98 $386 - $532
29 $2.2M
GD
General Dynamics Corp

Industrials
1
+ 5.56%
$247.68 - $291.66 $248 - $292
19 $5.54M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
9
+ 7.38%
$60.03 - $72.0 $540 - $648
131 $8.68M
FULT
Fulton Financial Corp

Financial Services
39
+ 1.17%
$15.13 - $18.4 $590 - $718
3.37K $60.7M
KEYS
Keysight Technologies, Inc.

Technology
2
+ 13.33%
$127.02 - $165.4 $254 - $331
17 $2.79M
ELV
Elevance Health, Inc.

Healthcare
2
+ 25.0%
$372.27 - $452.69 $745 - $905
10 $3.89M
LDOS
Leidos Holdings, Inc.

Technology
1
+ 10.0%
$132.9 - $160.3 $133 - $160
11 $1.74M
WTRG
Essential Utilities, Inc.

Utilities
12
+ 23.53%
$36.92 - $41.39 $443 - $497
63 $2.34M
OXYWS
Occidental Pete Corp Wt Exp 08
52
+ 41.6%
N/A
177 $3.67M
FNB
Fnb Corp

Financial Services
1
+ 0.79%
$11.48 - $14.58 $11.5 - $14.6
128 $1.87M
SO
Southern CO

Utilities
1
+ 0.43%
$84.91 - $92.56 $84.9 - $92.6
231 $21.3M
SEM
Select Medical Holdings Corp

Healthcare
1
+ 0.93%
$14.26 - $18.41 $14.3 - $18.4
108 $1.63M
NWL
Newell Brands Inc.

Consumer Defensive
8
+ 1.36%
$4.48 - $6.27 $35.8 - $50.2
597 $3.22M
DUK
Duke Energy Corp

Utilities
40
+ 2.99%
$112.46 - $124.05 $4.5K - $4.96K
1.38K $163M
TMUS
T Mobile Us, Inc.

Communication Services
6
+ 8.45%
$220.99 - $268.54 $1.33K - $1.61K
77 $18.3M
EOG
Eog Resources Inc

Energy
3
+ 2.29%
$104.61 - $129.97 $314 - $390
134 $16M
PSX
Phillips 66

Energy
6
+ 1.16%
$92.87 - $125.73 $557 - $754
523 $62.4M
EPD
Enterprise Products Partners L.P.

Energy
13
+ 1.59%
$28.95 - $34.22 $376 - $445
832 $25.8M
ACN
Accenture PLC

Technology
11
+ 1.95%
$279.23 - $323.21 $3.07K - $3.56K
576 $172M
HSY
Hershey CO

Consumer Defensive
9
+ 0.78%
$151.29 - $173.13 $1.36K - $1.56K
1.17K $194M
KO
Coca Cola CO

Consumer Defensive
30
+ 0.37%
$68.37 - $73.9 $2.05K - $2.22K
8.23K $582M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.53%
$146.36 - $159.82 $439 - $479
572 $87.4M
EXC
Exelon Corp

Utilities
32
+ 0.92%
$42.2 - $47.37 $1.35K - $1.52K
3.52K $153M
OXY
Occidental Petroleum Corp

Energy
1
+ 0.09%
$36.11 - $49.33 $36.1 - $49.3
1.13K $47.5M
PPL
Ppl Corp

Utilities
40
+ 0.71%
$33.45 - $36.5 $1.34K - $1.46K
5.68K $192M
OKE
Oneok Inc

Energy
10
+ 0.98%
$78.71 - $100.37 $787 - $1K
1.03K $83.9M
PGR
Progressive Corp

Financial Services
3
+ 0.19%
$255.27 - $288.74 $766 - $866
1.62K $432M
ORCC
Owl Rock Capital Corp

Financial Services
2.63K
+ 1.33%
N/A
200K $2.86B
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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