Wealth Preservation Advisors, LLC Asset Management

Wealth Preservation Advisors, LLC

  • $162 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.98B
$624 Million 0.38% of portfolio
32,479
Q2 2025 Reduced 0.17%
$3.9B
$615 Million 0.38% of portfolio
15,061
Q1 2025 New
$127B
$532 Million 0.33% of portfolio
4,000
Q1 2025 New
$86.8B
$246 Million 0.15% of portfolio
1,734
Q2 2025 Added 70.17%
$0
$117 Million 0.07% of portfolio
8,190
Q1 2025 New
$0
$106 Million 0.07% of portfolio
7,655
Q1 2025 New
$83.7B
$42.2 Million 0.03% of portfolio
463
Q2 2025 Added 0.65%
$0
$41.5 Million 0.03% of portfolio
2,000
Q1 2025 New
$55.2B
$32 Million 0.02% of portfolio
60
Q1 2025 New
$123B
$29.7 Million 0.02% of portfolio
199
Q2 2025 Added 0.51%
$606M
$29.3 Million 0.02% of portfolio
3,061
Q1 2025 New
$5.02B
$23.6 Million 0.01% of portfolio
400
Q2 2025 Reduced 60.98%
$0
$16.1 Million 0.01% of portfolio
2,000
Q1 2025 New
$0
$15.8 Million 0.01% of portfolio
518
Q1 2025 New
$0
$8.73 Million 0.01% of portfolio
1,500
Q1 2025 New
$0
$8.17 Million 0.01% of portfolio
965
Q1 2025 New
$0
$7.45 Million 0.0% of portfolio
1,286
Q1 2025 New
$0
$7.44 Million 0.0% of portfolio
850
Q1 2025 New
$0
$6.46 Million 0.0% of portfolio
805
Q1 2025 New
$0
$5.85 Million 0.0% of portfolio
221
Q1 2025 New
$0
$4.73 Million 0.0% of portfolio
359
Q1 2025 New
$0
$361,000 0.0% of portfolio
27
Q1 2025 New
$0
$263,000 0.0% of portfolio
60
Q1 2025 New
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