Wealth Preservation Advisors, LLC Purchases in Q3 2025

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
15
+ 0.01%
$175.16 - $255.24 $2.63K - $3.83K
101K $24.7B
AAPL
Apple Inc.

Technology
259
+ 0.71%
$202.38 - $256.87 $52.4K - $66.5K
36.8K $9.37B
VTV
Vanguard Value ETF

ETFs
3.75K
+ 14.6%
$175.51 - $186.57 $657K - $699K
29.4K $5.49B
NFLX
Netflix Inc

Communication Services
1K
+ 49.12%
$1147.87 - $1297.18 $1.15M - $1.3M
3.04K $3.64B
UBER
Uber Technologies, Inc

Technology
17
+ 0.01%
$86.91 - $99.57 $1.48K - $1.69K
124K $12.1B
MSFT
Microsoft Corp

Technology
40
+ 0.17%
$491.09 - $535.64 $19.6K - $21.4K
24.3K $12.6B
VUG
Vanguard Growth ETF

ETFs
144
+ 2.49%
$433.97 - $484.08 $62.5K - $69.7K
5.92K $2.84B
VOE
Vanguard Mid Cap Value Index F

ETFs
633
+ 4.65%
$164.63 - $174.58 $104K - $111K
14.3K $2.49B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.09K
+ 29.98%
$87.29 - $93.61 $183K - $196K
9.07K $847M
ABBV
Abb Vie Inc.

Healthcare
709
+ 96.99%
$184.85 - $231.54 $131K - $164K
1.44K $333M
PNFP
Pinnacle Financial Partners Inc

Financial Services
2K
+ 166.67%
$86.13 - $119.63 $172K - $239K
3.2K $300M
GLD
Spdr Gold Trust

ETFs
137
+ 8.23%
$300.96 - $355.47 $41.2K - $48.7K
1.8K $641M
NEM
Newmont Corp

Basic Materials
10
+ 0.25%
$57.35 - $85.25 $574 - $853
4.03K $340M
AXP
American Express CO

Financial Services
300
+ 131.58%
$294.27 - $342.31 $88.3K - $103K
528 $175M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
873
New
$109.55 - $124.15 $95.6K - $108K
873 $102M
AUR
Aurora Innovation, Inc.

Technology
17.7K
New
$5.05 - $6.56 $89.4K - $116K
17.7K $95.4M
ORCL
Oracle Corp

Technology
66
+ 5.76%
$218.96 - $328.33 $14.5K - $21.7K
1.21K $341M
ASML
Asml Holding Nv

Technology
87
New
$689.63 - $968.09 $60K - $84.2K
87 $84.2M
FHN
First Horizon Corp

Financial Services
2
+ 0.0%
$21.16 - $23.23 $42.3 - $46.5
50.6K $1.14B
HEFA
Ishares Currency Hedged Msci E

ETFs
161
+ 0.41%
$37.2 - $39.61 $5.99K - $6.38K
39.2K $1.55B
Cava Group Inc
1.1K
New
N/A
1.1K $66.5M
HEEM
Ishares Currency Hedged Msci E

ETFs
81
+ 0.47%
$29.85 - $33.65 $2.42K - $2.73K
17.4K $585M
UNP
Union Pacific Corp

Industrials
203
+ 12.95%
$214.91 - $237.16 $43.6K - $48.1K
1.77K $419M
ITMSF
Intermap Technologies Corp
20K
+ 66.67%
$1.51 - $2.51 $30.2K - $50.2K
50K $105M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
100
+ 30.03%
$435.72 - $463.74 $43.6K - $46.4K
433 $201M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.03%
$195.41 - $212.37 $195 - $212
3.75K $782M
PNFPP
Pinnacle Finl Part Inc Dep Sh

Financial Services
2K
New
$24.08 - $25.48 $48.2K - $51K
2K $50.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
67
+ 8.8%
$459.11 - $506.91 $30.8K - $34K
828 $416M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
60
+ 5.85%
$64.22 - $99.03 $3.85K - $5.94K
1.09K $107M
WFC
Wells Fargo & Company

Financial Services
157
+ 2.52%
$77.05 - $85.16 $12.1K - $13.4K
6.38K $534M
MRK
Merck & Co., Inc.

Healthcare
6
+ 0.08%
$77.6 - $87.37 $466 - $524
7.41K $622M
VBK
Vanguard Small Cap Growth ETF

ETFs
24
+ 1.88%
$276.51 - $305.12 $6.64K - $7.32K
1.3K $387M
SNAP
Snap Inc

Communication Services
5K
+ 100.0%
$6.99 - $10.35 $35K - $51.8K
10K $77.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
543
New
$58.97 - $60.36 $32K - $32.8K
543 $32.6M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
864
New
$30.06 - $36.69 $26K - $31.7K
864 $31.7M
SSSS
Suro Capital Corp.

Financial Services
3.45K
New
$8.05 - $9.32 $27.8K - $32.1K
3.45K $31M
MKL
Markel Corp

Financial Services
15
New
$1898.34 - $2031.8 $28.5K - $30.5K
15 $28.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.03%
$282.75 - $294.19 $283 - $294
3K $880M
HSY
Hershey CO

Consumer Defensive
8
+ 0.69%
$161.95 - $193.45 $1.3K - $1.55K
1.18K $220M
HEIA
Heico Crp Cl A
95
New
N/A
95 $24.1M
VZ
Verizon Communications Inc

Communication Services
511
+ 23.46%
$40.84 - $45.06 $20.9K - $23K
2.69K $118M
JNJ
Johnson & Johnson

Healthcare
24
+ 4.2%
$155.17 - $185.42 $3.72K - $4.45K
596 $111M
Brookfield Renewable Fclass A
670
New
N/A
670 $23.1M
DELL
Dell Technologies Inc.

Technology
15
+ 1.38%
$120.96 - $141.77 $1.81K - $2.13K
1.1K $157M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 1.42%
$567.77 - $614.76 $3.41K - $3.69K
428 $262M
Barrick Mng Corp F
92
+ 5.83%
N/A
1.67K $54.7M
PPL
Ppl Corp

Utilities
44
+ 0.77%
$33.54 - $37.24 $1.48K - $1.64K
5.72K $213M
TDG
Trans Digm Group Inc

Industrials
14
New
$1271.04 - $1620.83 $17.8K - $22.7K
14 $18.5M
IQV
Iqvia Holdings Inc.

Healthcare
13
+ 2.87%
$157.68 - $200.82 $2.05K - $2.61K
466 $88.5M
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
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