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
POST
Post Holdings, Inc.

Consumer Defensive
154
New
$102.36 - $114.04 $15.8K - $17.6K
154 $16.6M
AZN
Astrazeneca PLC

Healthcare
53
+ 3.04%
$68.72 - $82.11 $3.64K - $4.35K
1.8K $138M
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 0.69%
$291.67 - $316.99 $2.33K - $2.54K
1.17K $354M
SNY
Sanofi

Healthcare
337
+ 128.14%
$45.07 - $51.35 $15.2K - $17.3K
600 $28.3M
SPGI
S&P Global Inc.

Financial Services
31
+ 3100.0%
$484.94 - $564.15 $15K - $17.5K
32 $15.6M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.25%
$237.77 - $353.61 $238 - $354
409 $141M
CMI
Cummins Inc

Industrials
3
+ 2.27%
$327.85 - $426.39 $984 - $1.28K
135 $57M
MDT
Medtronic PLC

Healthcare
57
+ 6.18%
$87.67 - $95.74 $5K - $5.46K
979 $93.2M
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 3.56%
$357.4 - $423.42 $2.86K - $3.39K
233 $94.4M
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.35%
$94.4 - $104.27 $661 - $730
1.99K $205M
NOMD
Nomad Foods LTD

Consumer Defensive
841
New
$12.91 - $18.18 $10.9K - $15.3K
841 $11.1M
PSX
Phillips 66

Energy
11
+ 2.1%
$118.37 - $139.46 $1.3K - $1.53K
534 $72.6M
GLW
Corning Inc

Technology
67
+ 54.47%
$51.6 - $82.03 $3.46K - $5.5K
190 $15.6M
BK
Bank Of New York Mellon Corp

Financial Services
2
+ 0.43%
$90.65 - $109.75 $181 - $220
465 $50.7M
DUK
Duke Energy Corp

Utilities
3
+ 0.22%
$116.31 - $125.93 $349 - $378
1.38K $171M
BA
Boeing CO

Industrials
35
+ 87.5%
$209.79 - $237.38 $7.34K - $8.31K
75 $16.2M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
25
+ 25.0%
$43.07 - $91.37 $1.08K - $2.28K
125 $11.4M
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 0.4%
$139.5 - $153.94 $837 - $924
1.52K $231M
ADI
Analog Devices Inc

Technology
15
+ 4.89%
$220.68 - $255.63 $3.31K - $3.83K
322 $79.1M
OXY
Occidental Petroleum Corp

Energy
1
+ 0.09%
$42.54 - $48.1 $42.5 - $48.1
1.13K $53.5M
Ge Vernova Inc
4
+ 10.81%
N/A
41 $25.2M
T
At&T Inc.

Communication Services
246
+ 11.73%
$26.94 - $29.62 $6.63K - $7.29K
2.34K $66.2M
ROK
Rockwell Automation, Inc

Industrials
5
+ 2.34%
$328.67 - $358.52 $1.64K - $1.79K
219 $76.5M
NXPI
Nxp Semiconductors N.V.

Technology
3
+ 0.59%
$205.16 - $239.07 $615 - $717
509 $116M
Nebius Group N.V. Shs Class A
44
New
N/A
44 $4.94M
MAA
Mid America Apartment Communities Inc.

Real Estate
34
New
$138.38 - $153.2 $4.7K - $5.21K
34 $4.75M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
21
New
$201.83 - $230.93 $4.24K - $4.85K
21 $4.67M
EXPD
Expeditors International Of Washington Inc

Industrials
37
New
$111.37 - $124.95 $4.12K - $4.62K
37 $4.54M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
+ 2.53%
$301.44 - $365.84 $1.81K - $2.2K
243 $78.6M
Te Connectivity PLC Ord Shs
19
New
N/A
19 $4.17M
MGRC
Mcgrath Rentcorp

Industrials
35
New
$113.6 - $127.77 $3.98K - $4.47K
35 $4.11M
HPE
Hewlett Packard Enterprise CO

Technology
37
+ 5.82%
$19.81 - $25.24 $733 - $934
673 $16.5M
GPC
Genuine Parts CO

Consumer Cyclical
22
+ 110.0%
$122.23 - $142.77 $2.69K - $3.14K
42 $5.82M
WTKWY
Wolters Kluwer Nv Spons Adr

Industrials
24
New
$122.08 - $163.6 $2.93K - $3.93K
24 $3.28M
COP
Conocophillips

Energy
27
+ 19.85%
$91.0 - $98.99 $2.46K - $2.67K
163 $15.4M
LLY
Eli Lilly & CO

Healthcare
5
+ 12.5%
$625.65 - $812.69 $3.13K - $4.06K
45 $34.6M
TTC
Toro CO

Industrials
41
New
$72.64 - $82.54 $2.98K - $3.38K
41 $3.12M
SAN
Banco Santander, S.A.

Financial Services
292
New
$8.27 - $10.48 $2.41K - $3.06K
292 $3.06M
MURGY
Muenchener Rueckversicherungs

Financial Services
235
+ 137.43%
$12.12 - $14.15 $2.85K - $3.33K
406 $5.19M
F
Ford Motor CO

Consumer Cyclical
23
+ 0.98%
$10.82 - $12.09 $249 - $278
2.37K $28.3M
MKC
Mccormick & CO Inc

Consumer Defensive
42
+ 1400.0%
$64.3 - $77.17 $2.7K - $3.24K
45 $3.01M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 1.05%
$303.93 - $329.86 $304 - $330
96 $31.5M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2
+ 0.28%
$79.58 - $83.45 $159 - $167
707 $58.7M
FULT
Fulton Financial Corp

Financial Services
31
+ 0.92%
$17.57 - $19.86 $545 - $616
3.4K $63.3M
IP
International Paper CO

Consumer Cyclical
54
+ 207.69%
$45.32 - $55.68 $2.45K - $3.01K
80 $3.71M
NWE
Northwestern Corp

Utilities
24
+ 39.34%
$51.58 - $58.61 $1.24K - $1.41K
85 $4.98M
Novonix LTD Ordf
357
+ 1.07%
N/A
33.7K $10.1M
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 1.35%
$121.35 - $144.54 $121 - $145
75 $10.8M
DBSDY
Dbs Group Holdings LTD Sp Adr

Financial Services
7
+ 35.0%
$140.7 - $165.02 $985 - $1.16K
27 $4.29M
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
Track This Portfolio

Track Wealth Preservation Advisors, LLC Portfolio

Follow Wealth Preservation Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Preservation Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Preservation Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email