Wealth Preservation Advisors, LLC Purchases in Q1 2025

Wealth Preservation Advisors, LLC

  • $140 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
86.6K
New
$190.26 - $242.06 $16.5M - $21M
86.6K $16.5B
GOOG
Alphabet Inc.

Communication Services
101K
New
$156.06 - $207.71 $15.8M - $21.1M
101K $15.8B
NVDA
Nvidia Corp

Technology
93.5K
New
$106.98 - $149.43 $10M - $14M
93.5K $10.1B
MSFT
Microsoft Corp

Technology
24.2K
New
$375.39 - $447.2 $9.09M - $10.8M
24.2K $9.09B
UBER
Uber Technologies, Inc

Technology
123K
New
$63.17 - $81.49 $7.79M - $10.1M
123K $8.99B
PEBO
Peoples Bancorp Inc

Financial Services
280K
New
$29.2 - $33.78 $8.16M - $9.45M
280K $8.29B
AAPL
Apple Inc.

Technology
36.7K
New
$209.68 - $247.1 $7.69M - $9.06M
36.7K $8.14B
VTV
Vanguard Value ETF

ETFs
25.3K
New
$167.73 - $179.21 $4.24M - $4.53M
25.3K $4.37B
ORCC
Owl Rock Capital Corp

Financial Services
197K
New
N/A
197K $2.89B
VUG
Vanguard Growth ETF

ETFs
5.84K
New
$369.1 - $427.61 $2.15M - $2.5M
5.84K $2.16B
NFLX
Netflix Inc

Communication Services
2.04K
New
$828.4 - $1058.6 $1.69M - $2.16M
2.04K $1.9B
CRM
Salesforce, Inc.

Technology
6.35K
New
$268.36 - $359.95 $1.7M - $2.28M
6.35K $1.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.66K
New
$551.42 - $612.93 $1.47M - $1.63M
2.66K $1.49B
HEFA
Ishares Currency Hedged Msci E

ETFs
39.3K
New
$34.83 - $37.52 $1.37M - $1.47M
39.3K $1.42B
GOOGL
Alphabet Inc.

Communication Services
8.93K
New
$154.33 - $206.19 $1.38M - $1.84M
8.93K $1.38B
DFSV
Dimensional ETF Tr Dimensional

ETFs
47.6K
New
$27.56 - $32.1 $1.31M - $1.53M
47.6K $1.34B
SPG
Simon Property Group Inc

Real Estate
8K
New
$159.48 - $187.78 $1.28M - $1.5M
8K $1.33B
META
Meta Platforms, Inc.

Communication Services
1.87K
New
$576.36 - $736.67 $1.08M - $1.37M
1.87K $1.08B
FHN
First Horizon Corp

Financial Services
50.6K
New
$17.7 - $22.43 $896K - $1.14M
50.6K $983M
FBK
Fb Financial Corp

Financial Services
19K
New
$44.62 - $54.37 $848K - $1.03M
19K $881M
Ark 21 Shares Bitcoin ETF
10.1K
New
N/A
10.1K $829M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
MRK
Merck & Co., Inc.

Healthcare
8.29K
New
$83.01 - $101.02 $688K - $838K
8.29K $744M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.96K
New
$237.72 - $276.98 $704K - $820K
2.96K $725M
VBR
Vanguard Small Cap Value ETF

ETFs
3.75K
New
$183.02 - $207.75 $686K - $778K
3.75K $698M
OWL
Blue Owl Capital Inc.

Financial Services
32.5K
New
$18.49 - $26.68 $602K - $868K
32.5K $652M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.62K
New
$168.84 - $202.89 $611K - $734K
3.62K $636M
XLF
Financial Sector Spdr

ETFs
12.2K
New
$47.32 - $52.19 $577K - $637K
12.2K $608M
KO
Coca Cola CO

Consumer Defensive
8.2K
New
$60.81 - $72.32 $498K - $593K
8.2K $587M
DE
Deere & CO

Industrials
1.25K
New
$408.57 - $509.27 $509K - $635K
1.25K $585M
AB
Alliancebernstein Holding L.P.

Financial Services
15.1K
New
$35.0 - $40.73 $527K - $613K
15.1K $577M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
8.26K
New
$66.59 - $77.68 $550K - $642K
8.26K $571M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.95K
New
$74.85 - $84.89 $520K - $590K
6.95K $568M
TSLA
Tesla, Inc.

Consumer Cyclical
2.01K
New
$222.15 - $428.22 $446K - $859K
2.01K $520M
HEEM
Ishares Currency Hedged Msci E

ETFs
17.6K
New
$26.44 - $29.01 $465K - $510K
17.6K $493M
GLD
Spdr Gold Trust

ETFs
1.67K
New
$243.19 - $288.14 $405K - $480K
1.67K $480M
KKR
Kkr & Co. Inc.

Financial Services
4K
New
$108.17 - $167.07 $433K - $668K
4K $462M
PGR
Progressive Corp

Financial Services
1.61K
New
$235.61 - $291.22 $380K - $470K
1.61K $457M
CHDN
Churchill Downs Inc

Consumer Cyclical
4.08K
New
$106.5 - $132.91 $435K - $542K
4.08K $453M
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.9K
New
$25.77 - $27.6 $435K - $466K
16.9K $449M
WFC
Wells Fargo & Company

Financial Services
6.2K
New
$66.78 - $81.42 $414K - $505K
6.2K $445M
OHI
Omega Healthcare Investors Inc

Real Estate
11.3K
New
$35.7 - $38.33 $404K - $434K
11.3K $431M
JPM
Jpmorgan Chase & CO

Financial Services
1.75K
New
$225.19 - $279.95 $395K - $490K
1.75K $430M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.49K
New
$92.45 - $106.69 $415K - $479K
4.49K $417M
MS
Morgan Stanley

Financial Services
3.57K
New
$111.68 - $141.08 $399K - $504K
3.57K $417M
SSB
South State Corp

Financial Services
4.49K
New
$89.4 - $108.33 $401K - $486K
4.49K $417M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
761
New
$442.66 - $534.52 $337K - $407K
761 $405M
NOW
Service Now, Inc.

Technology
480
New
$783.83 - $1170.39 $376K - $562K
480 $382M
RTX
Raytheon Technologies Corp

Industrials
2.87K
New
$114.1 - $135.66 $327K - $389K
2.87K $379M
Activity Summary
Buys All Purchases 562 New Holdings 562 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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