Wealth Preservation Advisors, LLC Purchases in Q2 2025

Wealth Preservation Advisors, LLC

  • $162 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
176
New
$57.9 - $65.43 $10.2K - $11.5K
176 $10.8M
UGI
Ugi Corp

Utilities
29
+ 1.11%
$30.18 - $36.59 $875 - $1.06K
2.63K $95.9M
TJX
Tjx Companies Inc

Consumer Cyclical
74
New
$119.13 - $135.03 $8.82K - $9.99K
74 $9.14M
IMBBY
Imperial Brands PLC

Consumer Defensive
202
New
$35.14 - $42.26 $7.1K - $8.54K
202 $7.96M
BP
Bp PLC

Energy
258
New
$26.11 - $33.81 $6.74K - $8.72K
258 $7.72M
Blackrock Inc New
1
+ 1.72%
N/A
59 $62.1M
SAND
Sandstorm Gold LTD

Basic Materials
445
+ 30.31%
$6.82 - $9.53 $3.03K - $4.24K
1.91K $18M
BAESY
Bae Systems PLC
60
New
$77.22 - $108.92 $4.63K - $6.54K
60 $6.2M
TTE
Total Energies Se

Energy
95
New
N/A
95 $5.83M
NVS
Novartis Ag

Healthcare
47
New
$101.96 - $121.01 $4.79K - $5.69K
47 $5.69M
FIS
Fidelity National Information Services, Inc.

Technology
7
+ 1.05%
$68.14 - $82.13 $477 - $575
673 $54.8M
AAGIY
Aia Group LTD Sponsored Adr Ho

Financial Services
140
New
$25.77 - $36.6 $3.61K - $5.12K
140 $5.02M
EMR
Emerson Electric CO

Industrials
20
+ 20.2%
$94.15 - $133.33 $1.88K - $2.67K
119 $15.9M
DTEGY
Deutsche Telekom Ag Ads (1 Ord)

Communication Services
135
New
$34.49 - $38.92 $4.66K - $5.25K
135 $4.91M
MCHP
Microchip Technology Inc

Technology
42
+ 53.85%
$35.34 - $71.6 $1.48K - $3.01K
120 $8.44M
LHX
L3 Harris Technologies, Inc.

Industrials
9
+ 15.52%
$200.21 - $256.99 $1.8K - $2.31K
67 $16.8M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
100
New
$27.82 - $46.45 $2.78K - $4.65K
100 $4.65M
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
59
New
$62.6 - $77.72 $3.69K - $4.59K
59 $4.51M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
3
+ 0.43%
$65.41 - $79.66 $196 - $239
705 $56.1M
AXAHY
Axa Ads (1 Ord Shs)

Financial Services
82
New
$38.74 - $49.18 $3.18K - $4.03K
82 $4.01M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
40
New
$97.38 - $108.84 $3.9K - $4.35K
40 $3.97M
LLY
Eli Lilly & CO

Healthcare
7
+ 21.21%
$713.71 - $898.95 $5K - $6.29K
40 $31.4M
EADSY
Airbus Se

Industrials
75
New
$37.42 - $52.43 $2.81K - $3.93K
75 $3.9M
TOELY
Tokyo Electron LTD Unsponsored

Technology
40
New
$60.66 - $96.13 $2.43K - $3.85K
40 $3.83M
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
29
New
$96.27 - $130.59 $2.79K - $3.79K
29 $3.71M
ORAN
Orange

Communication Services
236
New
N/A
236 $3.58M
BK
Bank Of New York Mellon Corp

Financial Services
3
+ 0.65%
$73.31 - $91.62 $220 - $275
463 $42.2M
NVO
Novo Nordisk A S

Healthcare
48
+ 480.0%
$58.08 - $81.05 $2.79K - $3.89K
58 $4M
ALIZY
Allianz Se

Financial Services
81
New
$34.54 - $42.94 $2.8K - $3.48K
81 $3.27M
RELX
Relx PLC

Communication Services
59
New
$45.31 - $55.66 $2.67K - $3.28K
59 $3.21M
CFG
Citizens Financial Group Inc

Financial Services
50
+ 20.0%
$34.27 - $44.75 $1.71K - $2.24K
300 $13.4M
GLW
Corning Inc

Technology
48
+ 64.0%
$39.07 - $52.59 $1.88K - $2.52K
123 $6.47M
LYG
Lloyds Banking Group PLC

Financial Services
710
New
$3.32 - $4.29 $2.36K - $3.05K
710 $3.02M
KKPNY
Royal Kpn Nv Ads (Ea Reptg 1 O
621
New
$4.12 - $4.93 $2.56K - $3.06K
621 $3.02M
SNMRY
Snam Spa Adr (Italy)
248
New
N/A
248 $2.99M
DPSGY
Deutsche Post Ag Sponsored Adr

Industrials
65
New
N/A
65 $2.99M
SSEZY
Sse PLC Sponsored Adr (United

Utilities
119
New
$19.65 - $26.01 $2.34K - $3.1K
119 $2.99M
BTI
British American Tobacco P.L.C.

Consumer Defensive
63
New
$39.43 - $49.34 $2.48K - $3.11K
63 $2.98M
LNSTY
London Stk Exchange Group Adr

Financial Services
80
New
$33.52 - $39.5 $2.68K - $3.16K
80 $2.92M
IDEXY
Industria De Diseno Textil Ind
222
New
N/A
222 $2.88M
DBSDY
Dbs Group Holdings LTD Sp Adr

Financial Services
20
New
$111.07 - $141.75 $2.22K - $2.84K
20 $2.82M
AMADY
Amadeus It Group Sa Ads Unspon

Consumer Cyclical
33
New
$69.88 - $85.71 $2.31K - $2.83K
33 $2.77M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
37
New
$67.83 - $92.33 $2.51K - $3.42K
37 $2.69M
Gsk PLC Sponsored Adr
68
New
N/A
68 $2.61M
DANOY
Groupe Danone

Consumer Defensive
155
New
$15.14 - $17.26 $2.35K - $2.68K
155 $2.52M
ENGIY
Engie (France)

Utilities
107
New
N/A
107 $2.5M
TFC
Truist Financial Corp

Financial Services
32
+ 5.25%
$34.79 - $42.99 $1.11K - $1.38K
641 $27.6M
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
61
New
$35.9 - $41.95 $2.19K - $2.56K
61 $2.48M
SKM
Sk Telecom CO LTD

Communication Services
106
New
$20.0 - $23.35 $2.12K - $2.48K
106 $2.48M
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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