Wealth Preservation Advisors, LLC Reduced Holdings in Q2 2025

Wealth Preservation Advisors, LLC

  • $162 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CBL
Cbl & Associates Properties Inc

Real Estate
-8
- 4.62%
$22.42 - $27.27 $179 - $218
165 $4.19M
WMG
Warner Music Group Corp.

Communication Services
-2
- 2.82%
$25.91 - $31.32 $51.8 - $62.6
69 $1.88M
MCK
Mckesson Corp

Healthcare
-1
- 14.29%
$652.83 - $732.78 $653 - $733
6 $4.4M
KR
Kroger CO

Consumer Defensive
-9
- 7.76%
$64.62 - $74.0 $582 - $666
107 $7.68M
UAL
United Airlines Holdings, Inc.

Industrials
-5
- 23.81%
$56.15 - $84.23 $281 - $421
16 $1.27M
SCHW
Schwab Charles Corp

Financial Services
-6
- 17.65%
$69.06 - $91.24 $414 - $547
28 $2.56M
CNP
Centerpoint Energy Inc

Utilities
-6
- 2.69%
$35.5 - $39.05 $213 - $234
217 $7.97M
KBR
Kbr, Inc.

Industrials
-1
- 3.85%
$46.2 - $56.12 $46.2 - $56.1
25 $1.2M
SYY
Sysco Corp

Consumer Defensive
-1
- 1.79%
$68.0 - $75.91 $68 - $75.9
55 $4.17M
AN
Autonation, Inc.

Consumer Cyclical
-2
- 15.38%
$155.71 - $201.03 $311 - $402
11 $2.19M
FLEX
Flex Ltd.

Technology
-1
- 1.27%
$26.68 - $50.09 $26.7 - $50.1
78 $3.89M
HPE
Hewlett Packard Enterprise CO

Technology
-118
- 15.65%
$12.51 - $20.45 $1.48K - $2.41K
636 $13M
Lam Research Corporation Com New
-6
- 6.25%
N/A
90 $8.76M
PM
Philip Morris International Inc.

Consumer Defensive
-4
- 2.8%
$149.23 - $184.95 $597 - $740
139 $25.3M
MU
Micron Technology Inc

Technology
-5
- 5.15%
$64.72 - $127.91 $324 - $640
92 $11.3M
VO
Vanguard Mid Cap ETF

ETFs
-11
- 3.77%
$228.54 - $279.83 $2.51K - $3.08K
281 $78.6M
ABT
Abbott Laboratories

Healthcare
-28
- 0.99%
$123.95 - $138.08 $3.47K - $3.87K
2.79K $379M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-10
- 0.4%
$103.88 - $123.68 $1.04K - $1.24K
2.48K $306M
ADI
Analog Devices Inc

Technology
-11
- 3.46%
$164.6 - $238.02 $1.81K - $2.62K
307 $73.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15
- 0.52%
$114.78 - $133.31 $1.72K - $2K
2.89K $385M
GS
Goldman Sachs Group Inc

Financial Services
-5
- 5.05%
$462.22 - $707.75 $2.31K - $3.54K
94 $66.7M
USB
Us Bancorp \De\

Financial Services
-32
- 0.61%
$36.4 - $45.76 $1.16K - $1.46K
5.25K $237M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-112
- 0.66%
$23.55 - $27.67 $2.64K - $3.1K
16.8K $464M
IXN
Ishares Global Information Tec

ETFs
-15
- 1.4%
$65.81 - $92.34 $987 - $1.39K
1.06K $97.9M
NSC
Norfolk Southern Corp

Industrials
-2
- 0.21%
$206.34 - $257.46 $413 - $515
962 $246M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-63
- 1.99%
$62.73 - $78.42 $3.95K - $4.94K
3.1K $240M
WMT
Walmart Inc.

Consumer Defensive
-10
- 0.5%
$81.79 - $99.98 $818 - $1K
1.98K $194M
NEM
Newmont Corp

Basic Materials
-399
- 9.03%
$44.18 - $59.46 $17.6K - $23.7K
4.02K $234M
IBM
International Business Machines Corp

Technology
-1
- 0.18%
$221.03 - $294.78 $221 - $295
556 $164M
HEEM
Ishares Currency Hedged Msci E

ETFs
-276
- 1.57%
$24.94 - $30.1 $6.88K - $8.31K
17.3K $521M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2
- 0.06%
$149.76 - $186.42 $300 - $373
3.62K $674M
MS
Morgan Stanley

Financial Services
-236
- 6.6%
$99.83 - $140.86 $23.6K - $33.2K
3.34K $470M
HEFA
Ishares Currency Hedged Msci E

ETFs
-206
- 0.52%
$32.11 - $38.21 $6.61K - $7.87K
39.1K $1.48B
JPM
Jpmorgan Chase & CO

Financial Services
-3
- 0.17%
$210.28 - $289.91 $631 - $870
1.75K $507M
ORCL
Oracle Corp

Technology
-15
- 1.29%
$122.82 - $218.63 $1.84K - $3.28K
1.15K $250M
AVGO
Broadcom Inc.

Technology
-26
- 2.07%
$146.29 - $275.65 $3.8K - $7.17K
1.23K $340M
GOOGL
Alphabet Inc.

Communication Services
-78
- 0.87%
$144.7 - $178.6 $11.3K - $13.9K
8.85K $1.56B
VUG
Vanguard Growth ETF

ETFs
-56
- 0.96%
$329.49 - $438.4 $18.5K - $24.6K
5.78K $2.53B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.42K
- 1.63%
$167.32 - $223.3 $237K - $316K
85.2K $18.7B
MSFT
Microsoft Corp

Technology
-6
- 0.02%
$354.56 - $497.45 $2.13K - $2.98K
24.2K $12B
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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