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
Fidelity Wise Origin Bitcoin Fund
5.24K
New
N/A
5.24K $377M
MSTR
Microstrategy Inc

Technology
1.3K
New
$239.27 - $396.5 $311K - $516K
1.3K $375M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.9K
New
$126.11 - $135.06 $366K - $392K
2.9K $374M
ABT
Abbott Laboratories

Healthcare
2.82K
New
$111.1 - $140.22 $313K - $395K
2.82K $373M
UNP
Union Pacific Corp

Industrials
1.57K
New
$225.21 - $254.42 $354K - $400K
1.57K $372M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.5K
New
$18.36 - $20.51 $339K - $379K
18.5K $366M
MCD
Mcdonalds Corp

Consumer Cyclical
1.16K
New
$279.74 - $321.29 $324K - $373K
1.16K $362M
MPC
Marathon Petroleum Corp

Energy
2.43K
New
$134.72 - $159.03 $327K - $386K
2.43K $354M
Ishares Bitcoin ETF
7.07K
New
N/A
7.07K $331M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.2K
New
$247.97 - $296.33 $297K - $355K
1.2K $302M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.45K
New
$48.65 - $53.06 $265K - $289K
5.45K $283M
EEM
Ishares Msci Emerging Markets

ETFs
6.13K
New
$40.81 - $45.34 $250K - $278K
6.13K $268M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.06K
New
$59.28 - $66.1 $241K - $269K
4.06K $258M
YUM
Yum Brands Inc

Consumer Cyclical
1.51K
New
$123.25 - $162.53 $186K - $246K
1.51K $238M
NSC
Norfolk Southern Corp

Industrials
964
New
$227.69 - $259.76 $219K - $250K
964 $228M
TT
Trane Technologies PLC

Industrials
676
New
$332.0 - $400.86 $224K - $271K
676 $228M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.08K
New
$79.66 - $108.41 $165K - $225K
2.08K $225M
USB
Us Bancorp \De\

Financial Services
5.28K
New
$40.92 - $50.9 $216K - $269K
5.28K $223M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.16K
New
$63.07 - $73.5 $199K - $232K
3.16K $222M
UNH
Unitedhealth Group Inc

Healthcare
416
New
$461.52 - $548.18 $192K - $228K
416 $218M
SMBK
Smartfinancial Inc.

Financial Services
6.95K
New
$29.39 - $36.82 $204K - $256K
6.95K $216M
CEG
Constellation Energy Corp

Utilities
1.07K
New
$201.63 - $347.44 $215K - $370K
1.07K $215M
NEM
Newmont Corp

Basic Materials
4.42K
New
$37.79 - $48.39 $167K - $214K
4.42K $213M
AVGO
Broadcom Inc.

Technology
1.26K
New
$167.43 - $244.7 $211K - $308K
1.26K $211M
PPL
Ppl Corp

Utilities
5.64K
New
$31.68 - $36.11 $179K - $204K
5.64K $204M
V
Visa Inc.

Financial Services
570
New
$306.92 - $362.71 $175K - $207K
570 $200M
HSY
Hershey CO

Consumer Defensive
1.16K
New
$144.74 - $186.36 $168K - $216K
1.16K $198M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.35K
New
$57.21 - $65.8 $191K - $220K
3.35K $195M
CHKP
Check Point Software Technologies LTD

Technology
807
New
$179.88 - $231.31 $145K - $187K
807 $184M
SHV
Ishares Tr

ETFs
1.64K
New
$110.11 - $110.51 $181K - $182K
1.64K $181M
LOW
Lowes Companies Inc

Consumer Cyclical
761
New
$222.66 - $268.42 $169K - $204K
761 $177M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.13K
New
$81.62 - $96.63 $174K - $206K
2.13K $177M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.61K
New
$106.46 - $114.75 $171K - $185K
1.61K $177M
ACN
Accenture PLC

Technology
565
New
$300.91 - $398.25 $170K - $225K
565 $176M
DFAU
Dimensional ETF Tr

ETFs
4.57K
New
$37.84 - $42.29 $173K - $193K
4.57K $176M
WMT
Walmart Inc.

Consumer Defensive
1.99K
New
$84.5 - $105.05 $168K - $209K
1.99K $175M
SNOW
Snowflake Inc.

Technology
1.15K
New
$146.16 - $192.78 $168K - $222K
1.15K $168M
CARR
Carrier Global Corp

Industrials
2.64K
New
$62.07 - $70.55 $164K - $186K
2.64K $167M
DUK
Duke Energy Corp

Utilities
1.34K
New
$105.87 - $121.97 $142K - $163K
1.34K $163M
ORCL
Oracle Corp

Technology
1.16K
New
$139.81 - $186.47 $162K - $216K
1.16K $162M
EXC
Exelon Corp

Utilities
3.49K
New
$37.3 - $46.08 $130K - $161K
3.49K $161M
PG
Procter & Gamble CO

Consumer Defensive
917
New
$158.56 - $176.26 $145K - $162K
917 $156M
Linde PLC Shs
333
New
N/A
333 $155M
PRU
Prudential Financial Inc

Financial Services
1.33K
New
$105.04 - $122.33 $139K - $162K
1.33K $148M
BMY
Bristol Myers Squibb CO

Healthcare
2.42K
New
$53.9 - $63.11 $130K - $153K
2.42K $147M
APH
Amphenol Corp

Technology
2.22K
New
$61.62 - $78.55 $137K - $174K
2.22K $146M
MSI
Motorola Solutions, Inc.

Technology
321
New
$411.73 - $482.1 $132K - $155K
321 $141M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
333
New
$408.78 - $448.82 $136K - $149K
333 $140M
APO
Apollo Global Management, Inc.

Financial Services
1.02K
New
$126.01 - $172.06 $128K - $175K
1.02K $140M
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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