Wealth Preservation Advisors, LLC New Holdings in Q3 2025

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
873
New
$109.55 - $124.15 $95.6K - $108K
873 $102M
AUR
Aurora Innovation, Inc.

Technology
17.7K
New
$5.05 - $6.56 $89.4K - $116K
17.7K $95.4M
ASML
Asml Holding Nv

Technology
87
New
$689.63 - $968.09 $60K - $84.2K
87 $84.2M
Cava Group Inc
1.1K
New
N/A
1.1K $66.5M
PNFPP
Pinnacle Finl Part Inc Dep Sh

Financial Services
2K
New
$24.08 - $25.48 $48.2K - $51K
2K $50.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
543
New
$58.97 - $60.36 $32K - $32.8K
543 $32.6M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
864
New
$30.06 - $36.69 $26K - $31.7K
864 $31.7M
SSSS
Suro Capital Corp.

Financial Services
3.45K
New
$8.05 - $9.32 $27.8K - $32.1K
3.45K $31M
MKL
Markel Corp

Financial Services
15
New
$1898.34 - $2031.8 $28.5K - $30.5K
15 $28.7M
HEIA
Heico Crp Cl A
95
New
N/A
95 $24.1M
TDG
Trans Digm Group Inc

Industrials
14
New
$1271.04 - $1620.83 $17.8K - $22.7K
14 $18.5M
POST
Post Holdings, Inc.

Consumer Defensive
154
New
$102.36 - $114.04 $15.8K - $17.6K
154 $16.6M
BHP
Bhp Group LTD

Basic Materials
200
New
$48.67 - $56.22 $9.73K - $11.2K
200 $11.2M
NOMD
Nomad Foods LTD

Consumer Defensive
841
New
$12.91 - $18.18 $10.9K - $15.3K
841 $11.1M
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
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
WTKWY
Wolters Kluwer Nv Spons Adr

Industrials
24
New
$122.08 - $163.6 $2.93K - $3.93K
24 $3.28M
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
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
62
New
$20.99 - $24.89 $1.3K - $1.54K
62 $1.34M
THC
Tenet Healthcare Corp

Healthcare
6
New
$148.38 - $203.04 $890 - $1.22K
6 $1.22M
WDS
Woodside Energy Group LTD

Energy
72
New
$15.05 - $17.66 $1.08K - $1.27K
72 $1.08M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
11
New
$82.96 - $95.7 $913 - $1.05K
11 $987K
NU
Nu Holdings Ltd.

Financial Services
35
New
$11.92 - $16.3 $417 - $571
35 $560K
STLD
Steel Dynamics Inc

Basic Materials
3
New
N/A
3 $418K
ESPR
Esperion Therapeutics, Inc.

Healthcare
102
New
$0.98 - $2.84 $100 - $290
102 $270K
Lucid Group Inc
10
New
N/A
10 $238K
QBTS
D Wave Quantum Inc.

Technology
8
New
$14.81 - $27.72 $118 - $222
8 $198K
Chargepoint Hldgs Inc Class A
15
New
N/A
15 $164K
Grayscale Bitcoin Mini Trust ETF
2
New
N/A
2 $101K
ALEAF
Aleafia Health Inc.
10
New
$0.0 - $0.0 $0 - $0
10 $0
Trees Corp
10
New
N/A
10 $0
Ewellness Healthcare Cor
20K
New
N/A
20K $0
Cannabist CO Hldg 27 Wtfwarrants Exp 05/29/27
1
New
N/A
1 $0
MMNFF
Med Men Enterprises, Inc.

Healthcare
1.23K
New
N/A
1.23K $0
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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