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
TMO
Thermo Fisher Scientific Inc.

Healthcare
146
New
$497.6 - $606.74 $72.6K - $88.6K
146 $72.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.58K
New
$42.5 - $46.71 $67.3K - $74K
1.58K $71.7M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.53K
New
$34.58 - $45.97 $52.9K - $70.3K
1.53K $70.3M
TRMD
Torm PLC

Energy
4.18K
New
$16.48 - $23.06 $68.9K - $96.4K
4.18K $68.9M
AMD
Advanced Micro Devices Inc

Technology
649
New
$96.63 - $129.55 $62.7K - $84.1K
649 $66.7M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
662
New
$96.88 - $111.25 $64.1K - $73.6K
662 $66.1M
VB
Vanguard Small Cap ETF

ETFs
295
New
$217.89 - $252.64 $64.3K - $74.5K
295 $65.3M
ADI
Analog Devices Inc

Technology
318
New
$201.56 - $243.82 $64.1K - $77.5K
318 $64.1M
PSX
Phillips 66

Energy
517
New
$113.93 - $131.55 $58.9K - $68K
517 $63.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
216
New
$283.24 - $338.07 $61.2K - $73K
216 $63.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
800
New
$75.99 - $81.58 $60.8K - $65.3K
800 $61.3M
AXP
American Express CO

Financial Services
226
New
$255.39 - $325.87 $57.7K - $73.6K
226 $60.8M
XOM
Exxon Mobil Corp

Energy
509
New
$105.44 - $118.93 $53.7K - $60.5K
509 $60.5M
FULT
Fulton Financial Corp

Financial Services
3.33K
New
$17.24 - $21.11 $57.4K - $70.2K
3.33K $60.2M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.03K
New
$43.79 - $57.46 $44.9K - $58.9K
1.03K $58.6M
RF
Regions Financial Corp

Financial Services
2.69K
New
$20.84 - $24.77 $56K - $66.6K
2.69K $58.4M
MAIN
Main Street Capital Corp

Financial Services
1.03K
New
$54.71 - $63.1 $56.1K - $64.7K
1.03K $58M
IWD
Ishares Russell 1000 Val ETF

ETFs
304
New
$182.82 - $196.21 $55.6K - $59.6K
304 $57.2M
OXY
Occidental Petroleum Corp

Energy
1.13K
New
$45.45 - $52.7 $51.4K - $59.6K
1.13K $55.8M
ROK
Rockwell Automation, Inc

Industrials
214
New
$255.29 - $303.75 $54.6K - $65K
214 $55.3M
Blackrock Inc New
58
New
N/A
58 $55M
DFAI
Dimensional ETF Tr

ETFs
1.76K
New
$28.88 - $32.4 $50.8K - $57K
1.76K $54.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
214
New
$254.58 - $302.92 $54.5K - $64.8K
214 $54.7M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
438
New
$121.0 - $142.28 $53K - $62.3K
438 $54.5M
GS
Goldman Sachs Group Inc

Financial Services
99
New
$524.81 - $672.19 $52K - $66.5K
99 $54.1M
DIS
Walt Disney CO

Communication Services
542
New
$96.87 - $114.0 $52.5K - $61.8K
542 $53.5M
FITE
Spdr S&P Kensho Future Securit

ETFs
851
New
$62.08 - $72.57 $52.8K - $61.8K
851 $53.4M
BST
Black Rock Science & Technology Trust

Financial Services
1.61K
New
$32.99 - $38.94 $53.2K - $62.8K
1.61K $53.2M
BBY
Best Buy CO Inc

Consumer Cyclical
721
New
$70.3 - $91.1 $50.7K - $65.7K
721 $53.1M
UNM
Unum Group

Financial Services
644
New
$71.8 - $83.34 $46.2K - $53.7K
644 $52.4M
VAW
Vanguard Materials ETF

ETFs
276
New
$185.71 - $202.46 $51.3K - $55.9K
276 $52.1M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
702
New
$72.01 - $79.94 $50.6K - $56.1K
702 $52M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
368
New
$128.74 - $138.67 $47.4K - $51K
368 $49.9M
FIS
Fidelity National Information Services, Inc.

Technology
666
New
$68.12 - $83.42 $45.4K - $55.6K
666 $49.7M
JCI
Johnson Controls International PLC

Industrials
618
New
$76.12 - $90.6 $47K - $56K
618 $49.5M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.03K
New
$47.25 - $67.02 $48.7K - $69K
1.03K $49M
IAU
Ishares Gold Trust

ETFs
828
New
$49.74 - $58.96 $41.2K - $48.8K
828 $48.8M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
236
New
$203.38 - $274.79 $48K - $64.9K
236 $48.6M
PNFPP
Pinnacle Finl Part Inc Dep Sh

Financial Services
2K
New
$24.1 - $25.25 $48.2K - $50.5K
2K $48.2M
NEE
Nextera Energy Inc

Utilities
667
New
$66.96 - $76.16 $44.7K - $50.8K
667 $47.3M
LRAXF
Lara Exploration LTD Common Sh
50K
New
$0.23 - $1.2 $11.5K - $60K
50K $44.1M
MPLX
Mplx LP

Energy
823
New
$47.88 - $54.65 $39.4K - $45K
823 $44M
SNAP
Snap Inc

Communication Services
5K
New
$8.37 - $12.57 $41.8K - $62.9K
5K $43.6M
F
Ford Motor CO

Consumer Cyclical
4.25K
New
$9.12 - $10.43 $38.7K - $44.3K
4.25K $42.6M
FSK
Fs Kkr Capital Corp

Financial Services
2K
New
$20.47 - $24.06 $40.9K - $48.1K
2K $41.9M
CMI
Cummins Inc

Industrials
132
New
$312.92 - $386.07 $41.3K - $51K
132 $41.4M
CSCO
Cisco Systems, Inc.

Technology
661
New
$58.74 - $64.87 $38.8K - $42.9K
661 $40.8M
ITMSF
Intermap Technologies Corp
30K
New
$1.15 - $1.95 $34.5K - $58.5K
30K $39.6M
BK
Bank Of New York Mellon Corp

Financial Services
460
New
$75.42 - $88.95 $34.7K - $40.9K
460 $38.6M
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
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