Wealth Preservation Advisors, LLC Incresed Positions in Q3 2025

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
15
+ 0.01%
$175.16 - $255.24 $2.63K - $3.83K
101K $24.7B
AAPL
Apple Inc.

Technology
259
+ 0.71%
$202.38 - $256.87 $52.4K - $66.5K
36.8K $9.37B
VTV
Vanguard Value ETF

ETFs
3.75K
+ 14.6%
$175.51 - $186.57 $657K - $699K
29.4K $5.49B
NFLX
Netflix Inc

Communication Services
1K
+ 49.12%
$1147.87 - $1297.18 $1.15M - $1.3M
3.04K $3.64B
UBER
Uber Technologies, Inc

Technology
17
+ 0.01%
$86.91 - $99.57 $1.48K - $1.69K
124K $12.1B
MSFT
Microsoft Corp

Technology
40
+ 0.17%
$491.09 - $535.64 $19.6K - $21.4K
24.3K $12.6B
VUG
Vanguard Growth ETF

ETFs
144
+ 2.49%
$433.97 - $484.08 $62.5K - $69.7K
5.92K $2.84B
VOE
Vanguard Mid Cap Value Index F

ETFs
633
+ 4.65%
$164.63 - $174.58 $104K - $111K
14.3K $2.49B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.09K
+ 29.98%
$87.29 - $93.61 $183K - $196K
9.07K $847M
ABBV
Abb Vie Inc.

Healthcare
709
+ 96.99%
$184.85 - $231.54 $131K - $164K
1.44K $333M
PNFP
Pinnacle Financial Partners Inc

Financial Services
2K
+ 166.67%
$86.13 - $119.63 $172K - $239K
3.2K $300M
GLD
Spdr Gold Trust

ETFs
137
+ 8.23%
$300.96 - $355.47 $41.2K - $48.7K
1.8K $641M
NEM
Newmont Corp

Basic Materials
10
+ 0.25%
$57.35 - $85.25 $574 - $853
4.03K $340M
AXP
American Express CO

Financial Services
300
+ 131.58%
$294.27 - $342.31 $88.3K - $103K
528 $175M
ORCL
Oracle Corp

Technology
66
+ 5.76%
$218.96 - $328.33 $14.5K - $21.7K
1.21K $341M
FHN
First Horizon Corp

Financial Services
2
+ 0.0%
$21.16 - $23.23 $42.3 - $46.5
50.6K $1.14B
HEFA
Ishares Currency Hedged Msci E

ETFs
161
+ 0.41%
$37.2 - $39.61 $5.99K - $6.38K
39.2K $1.55B
HEEM
Ishares Currency Hedged Msci E

ETFs
81
+ 0.47%
$29.85 - $33.65 $2.42K - $2.73K
17.4K $585M
UNP
Union Pacific Corp

Industrials
203
+ 12.95%
$214.91 - $237.16 $43.6K - $48.1K
1.77K $419M
ITMSF
Intermap Technologies Corp
20K
+ 66.67%
$1.51 - $2.51 $30.2K - $50.2K
50K $105M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
100
+ 30.03%
$435.72 - $463.74 $43.6K - $46.4K
433 $201M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.03%
$195.41 - $212.37 $195 - $212
3.75K $782M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
67
+ 8.8%
$459.11 - $506.91 $30.8K - $34K
828 $416M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
60
+ 5.85%
$64.22 - $99.03 $3.85K - $5.94K
1.09K $107M
WFC
Wells Fargo & Company

Financial Services
157
+ 2.52%
$77.05 - $85.16 $12.1K - $13.4K
6.38K $534M
MRK
Merck & Co., Inc.

Healthcare
6
+ 0.08%
$77.6 - $87.37 $466 - $524
7.41K $622M
VBK
Vanguard Small Cap Growth ETF

ETFs
24
+ 1.88%
$276.51 - $305.12 $6.64K - $7.32K
1.3K $387M
SNAP
Snap Inc

Communication Services
5K
+ 100.0%
$6.99 - $10.35 $35K - $51.8K
10K $77.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.03%
$282.75 - $294.19 $283 - $294
3K $880M
HSY
Hershey CO

Consumer Defensive
8
+ 0.69%
$161.95 - $193.45 $1.3K - $1.55K
1.18K $220M
VZ
Verizon Communications Inc

Communication Services
511
+ 23.46%
$40.84 - $45.06 $20.9K - $23K
2.69K $118M
JNJ
Johnson & Johnson

Healthcare
24
+ 4.2%
$155.17 - $185.42 $3.72K - $4.45K
596 $111M
DELL
Dell Technologies Inc.

Technology
15
+ 1.38%
$120.96 - $141.77 $1.81K - $2.13K
1.1K $157M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 1.42%
$567.77 - $614.76 $3.41K - $3.69K
428 $262M
Barrick Mng Corp F
92
+ 5.83%
N/A
1.67K $54.7M
PPL
Ppl Corp

Utilities
44
+ 0.77%
$33.54 - $37.24 $1.48K - $1.64K
5.72K $213M
IQV
Iqvia Holdings Inc.

Healthcare
13
+ 2.87%
$157.68 - $200.82 $2.05K - $2.61K
466 $88.5M
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
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
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
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