Wealth Preservation Advisors, LLC New Holdings in Q1 2025

Wealth Preservation Advisors, LLC

  • $140 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UAL
United Airlines Holdings, Inc.

Industrials
21
New
$69.05 - $110.52 $1.45K - $2.32K
21 $1.45M
TRMB
Trimble Inc.

Technology
22
New
$65.52 - $77.49 $1.44K - $1.7K
22 $1.44M
ICE
Intercontinental Exchange, Inc.

Financial Services
8
New
$142.8 - $176.36 $1.14K - $1.41K
8 $1.38M
CCI
Crown Castle International Corp

Real Estate
13
New
$84.33 - $106.39 $1.1K - $1.38K
13 $1.36M
EIX
Edison International

Utilities
23
New
$50.06 - $80.01 $1.15K - $1.84K
23 $1.36M
LDOS
Leidos Holdings, Inc.

Technology
10
New
$126.82 - $161.11 $1.27K - $1.61K
10 $1.35M
CBRE
Cbre Group, Inc.

Real Estate
10
New
$121.79 - $147.13 $1.22K - $1.47K
10 $1.31M
ALLE
Allegion PLC

Industrials
10
New
$123.79 - $135.5 $1.24K - $1.36K
10 $1.31M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
48
New
$25.93 - $29.28 $1.24K - $1.41K
48 $1.3M
KBR
Kbr, Inc.

Industrials
26
New
$47.88 - $60.47 $1.24K - $1.57K
26 $1.3M
BIIB
Biogen Inc.

Healthcare
9
New
$133.43 - $153.27 $1.2K - $1.38K
9 $1.23M
CL
Colgate Palmolive CO

Consumer Defensive
13
New
$85.68 - $97.5 $1.11K - $1.27K
13 $1.22M
Paladin Energy Limited Shs New
336
New
N/A
336 $1.07M
OGN
Organon & Co.

Healthcare
72
New
$14.29 - $16.41 $1.03K - $1.18K
72 $1.07M
CNC
Centene Corp

Healthcare
17
New
$55.93 - $65.89 $951 - $1.12K
17 $1.03M
WSO
Watsco Inc

Industrials
2
New
$463.86 - $530.75 $928 - $1.06K
2 $1.02M
NRG
Nrg Energy, Inc.

Utilities
10
New
$84.82 - $113.33 $848 - $1.13K
10 $955K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
New
$468.34 - $539.52 $937 - $1.08K
2 $938K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
9
New
$96.18 - $109.82 $866 - $988
9 $922K
VRSK
Verisk Analytics, Inc.

Industrials
3
New
$268.63 - $301.33 $806 - $904
3 $893K
WRB
Berkley W R Corp

Financial Services
12
New
$56.7 - $71.27 $680 - $855
12 $854K
QCOM
Qualcomm Inc

Technology
5
New
$151.94 - $175.86 $760 - $879
5 $768K
HTZ
Hertz Global Holdings, Inc

Industrials
192
New
$3.3 - $4.5 $634 - $864
192 $756K
BLDR
Builders First Source, Inc.

Industrials
6
New
$122.8 - $173.51 $737 - $1.04K
6 $750K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
15
New
$48.9 - $56.81 $734 - $852
15 $746K
NVO
Novo Nordisk A S

Healthcare
10
New
$69.3 - $90.95 $693 - $910
10 $694K
LEN
Lennar Corp

Consumer Cyclical
6
New
$113.93 - $141.54 $684 - $849
6 $689K
MKC
Mccormick & CO Inc

Consumer Defensive
8
New
$71.24 - $84.73 $570 - $678
8 $658K
VNQ
Vanguard Specialized Funds Van

ETFs
6
New
$85.55 - $94.34 $513 - $566
6 $543K
MDB
Mongo Db, Inc.

Technology
3
New
$175.4 - $298.52 $526 - $896
3 $526K
SPGI
S&P Global Inc.

Financial Services
1
New
$478.26 - $543.77 $478 - $544
1 $508K
VTRS
Viatris Inc

Healthcare
57
New
$8.68 - $12.42 $495 - $708
57 $496K
NVX
Novonix LTD

Industrials
429
New
$0.99 - $2.07 $425 - $888
429 $489K
BAX
Baxter International Inc

Healthcare
13
New
$29.26 - $36.57 $380 - $475
13 $445K
CLX
Clorox CO

Consumer Defensive
3
New
$141.76 - $162.89 $425 - $489
3 $442K
OII
Oceaneering International Inc

Energy
20
New
$19.14 - $27.93 $383 - $559
20 $436K
VNQI
Vanguard Global Ex U.S. Real

ETFs
10
New
$38.22 - $41.19 $382 - $412
10 $405K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
27
New
$13.1 - $13.52 $354 - $365
27 $355K
Ginkgo Bioworks Hldg Class A
50
New
N/A
50 $285K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
60
New
$3.88 - $4.37 $233 - $262
60 $262K
ECTM
Eca Marcellus Trust I

Energy
500
New
$0.45 - $0.54 $225 - $270
500 $255K
LCID
Lucid Group, Inc.

Consumer Cyclical
100
New
$2.03 - $3.48 $203 - $348
100 $242K
VFC
V F Corp

Consumer Cyclical
15
New
$15.52 - $26.93 $233 - $404
15 $233K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
300
New
$0.6 - $1.22 $180 - $366
300 $182K
Ramm Pharma Corp F
15K
New
N/A
15K $182K
Net Lease Office Pptys
5
New
N/A
5 $157K
NIO
Nio Inc.

Consumer Cyclical
38
New
$3.75 - $5.22 $143 - $198
38 $145K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2
New
$59.37 - $95.63 $119 - $191
2 $128K
F3 Uranium Corporation
781
New
N/A
781 $119K
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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