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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.33K
New
$102.49 - $119.96 $136K - $159K
1.33K $139M
IBM
International Business Machines Corp

Technology
557
New
$217.4 - $264.74 $121K - $147K
557 $139M
DHR
Danaher Corp

Healthcare
668
New
$201.62 - $250.59 $135K - $167K
668 $137M
OTIS
Otis Worldwide Corp

Industrials
1.29K
New
$90.77 - $104.01 $117K - $134K
1.29K $133M
IVE
Ishares S&P 500 Value ETF

ETFs
672
New
$185.78 - $198.58 $125K - $133K
672 $128M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.89K
New
$42.18 - $45.16 $122K - $131K
2.89K $128M
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.2K
New
$99.42 - $126.15 $119K - $151K
1.2K $127M
O
Realty Income Corp

Real Estate
2.11K
New
$51.67 - $58.49 $109K - $123K
2.11K $122M
IWM
Ishares Russell 2000 ETF

ETFs
606
New
$198.1 - $229.79 $120K - $139K
606 $121M
SA
Seabridge Gold Inc

Basic Materials
10.3K
New
$10.47 - $13.33 $108K - $138K
10.3K $121M
VZ
Verizon Communications Inc

Communication Services
2.64K
New
$37.81 - $46.49 $99.7K - $123K
2.64K $120M
ETN
Eaton Corp PLC

Industrials
437
New
$271.83 - $371.23 $119K - $162K
437 $119M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
8.19K
New
$14.19 - $15.67 $116K - $128K
8.19K $119M
DFSU
Dimensional ETF Tr Dimen Us Su
3.25K
New
N/A
3.25K $116M
PANW
Palo Alto Networks Inc

Technology
620
New
$167.82 - $208.28 $104K - $129K
620 $106M
ABBV
Abb Vie Inc.

Healthcare
501
New
$169.2 - $216.66 $84.8K - $109K
501 $105M
CB
Chubb LTD

Financial Services
340
New
$257.71 - $301.99 $87.6K - $103K
340 $103M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.09K
New
$32.42 - $36.13 $100K - $112K
3.09K $102M
OKE
Oneok Inc

Energy
1.02K
New
$89.57 - $109.85 $91.2K - $112K
1.02K $101M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
7.66K
New
$12.94 - $14.29 $99.1K - $109K
7.66K $100M
DELL
Dell Technologies Inc.

Technology
1.07K
New
$90.34 - $124.66 $96.5K - $133K
1.07K $97.4M
T
At&T Inc.

Communication Services
3.37K
New
$21.56 - $28.28 $72.7K - $95.4K
3.37K $95.4M
NXPI
Nxp Semiconductors N.V.

Technology
501
New
$189.99 - $245.86 $95.2K - $123K
501 $95.2M
JNJ
Johnson & Johnson

Healthcare
569
New
$142.06 - $167.7 $80.8K - $95.4K
569 $94.4M
RGLD
Royal Gold Inc

Basic Materials
563
New
$132.55 - $163.51 $74.6K - $92.1K
563 $92.1M
ECL
Ecolab Inc.

Basic Materials
355
New
$229.72 - $269.82 $81.6K - $95.8K
355 $90M
DRI
Darden Restaurants Inc

Consumer Cyclical
433
New
$180.02 - $208.56 $77.9K - $90.3K
433 $90M
DFS
Discover Financial Services

Financial Services
515
New
$152.99 - $203.25 $78.8K - $105K
515 $87.9M
UGI
Ugi Corp

Utilities
2.6K
New
$28.0 - $34.16 $72.9K - $88.9K
2.6K $86.1M
KGC
Kinross Gold Corp

Basic Materials
6.63K
New
$9.69 - $12.61 $64.2K - $83.6K
6.63K $83.6M
MDT
Medtronic PLC

Healthcare
923
New
$79.84 - $94.5 $73.7K - $87.2K
923 $82.9M
HD
Home Depot, Inc.

Consumer Cyclical
225
New
$347.25 - $424.87 $78.1K - $95.6K
225 $82.5M
Spdr Bridgewater All Weather ETF
3.27K
New
N/A
3.27K $82.3M
CVX
Chevron Corp

Energy
489
New
$146.71 - $167.97 $71.7K - $82.1K
489 $81.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
928
New
N/A
928 $81.6M
IXN
Ishares Global Information Tec

ETFs
1.08K
New
$75.73 - $88.4 $81.4K - $95K
1.08K $81.4M
Paramount Global Xxxsubmitted For Cash Exp: 04/03/2025
6.77K
New
N/A
6.77K $80.9M
IQV
Iqvia Holdings Inc.

Healthcare
453
New
$176.3 - $209.96 $79.9K - $95.1K
453 $79.9M
ET
Energy Transfer LP

Energy
4.26K
New
$17.26 - $21.08 $73.5K - $89.8K
4.26K $79.2M
EQX
Equinox Gold Corp.

Basic Materials
11.5K
New
$5.09 - $7.16 $58.5K - $82.3K
11.5K $79M
IEFA
Ishares Tr

ETFs
1.04K
New
$69.57 - $78.65 $72.3K - $81.7K
1.04K $78.6M
Direxion Daily Reg Bks Bull 3 X Shares
905
New
N/A
905 $78.4M
INTC
Intel Corp

Technology
3.45K
New
$19.1 - $27.39 $65.9K - $94.5K
3.45K $78.4M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.5K
New
$42.3 - $53.69 $63.4K - $80.5K
1.5K $78.1M
IVV
Ishares Core S&P 500 ETF

ETFs
135
New
$554.06 - $615.85 $74.8K - $83.1K
135 $75.9M
OGS
One Gas, Inc.

Utilities
1K
New
$67.77 - $76.05 $67.8K - $76.1K
1K $75.6M
VO
Vanguard Mid Cap ETF

ETFs
292
New
$251.87 - $277.95 $73.5K - $81.2K
292 $75.5M
CME
Cme Group Inc.

Financial Services
282
New
$225.82 - $266.54 $63.7K - $75.2K
282 $74.8M
TXN
Texas Instruments Inc

Technology
405
New
N/A
405 $72.8M
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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