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
SBRA
Sabra Health Care Reit, Inc.

Real Estate
2.2K
New
$15.88 - $17.78 $34.9K - $39.1K
2.2K $38.4M
WPM
Wheaton Precious Metals Corp.

Basic Materials
487
New
$55.75 - $77.63 $27.2K - $37.8K
487 $37.8M
PIPR
Piper Sandler Companies

Financial Services
151
New
$244.29 - $323.68 $36.9K - $48.9K
151 $37.4M
ARLP
Alliance Resource Partners LP

Energy
1.33K
New
$24.47 - $29.24 $32.4K - $38.7K
1.33K $36.1M
ASTE
Astec Industries Inc

Industrials
1.04K
New
$30.4 - $36.83 $31.7K - $38.5K
1.04K $36M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2.39K
New
$12.61 - $14.92 $30.2K - $35.7K
2.39K $34.3M
DRN
Direxion Shs ETF Tr Direxion D

ETFs
3.26K
New
$8.72 - $11.64 $28.5K - $38K
3.26K $33.7M
Bitwise Bitcoin ETF
749
New
N/A
749 $33.6M
EWJ
Ishares Msci Japan ETF

ETFs
487
New
$65.24 - $71.7 $31.8K - $34.9K
487 $33.4M
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
9.97K
New
$2.62 - $3.68 $26.1K - $36.7K
9.97K $32.9M
HALO
Halozyme Therapeutics, Inc.

Healthcare
500
New
$47.74 - $65.16 $23.9K - $32.6K
500 $31.9M
CION
Cion Investment Corp

Financial Services
3.06K
New
$10.35 - $12.55 $31.7K - $38.4K
3.06K $31.7M
XLE
Energy Sector Spdr

ETFs
333
New
$85.7 - $93.96 $28.5K - $31.3K
333 $31.1M
IAUM
I Shares Gold Trust Micro

ETFs
996
New
$26.29 - $31.17 $26.2K - $31K
996 $31M
GOLD
Barrick Gold Corp

Basic Materials
1.58K
New
$15.45 - $19.56 $24.4K - $30.9K
1.58K $30.7M
DAL
Delta Air Lines, Inc.

Industrials
700
New
$43.6 - $69.06 $30.5K - $48.3K
700 $30.5M
GE
General Electric CO

Industrials
151
New
$168.59 - $212.13 $25.5K - $32K
151 $30.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.38K
New
$21.23 - $23.75 $29.3K - $32.8K
1.38K $29.7M
BXSL
Blackstone Secured Lending Fund

Financial Services
914
New
$31.3 - $34.5 $28.6K - $31.5K
914 $29.6M
BBDC
Barings Bdc, Inc.

Financial Services
3.05K
New
$9.36 - $10.78 $28.5K - $32.9K
3.05K $29.1M
AMP
Ameriprise Financial Inc

Financial Services
60
New
$472.29 - $575.13 $28.3K - $34.5K
60 $29M
ICVT
Ishares Tr Convertible Bond Et

ETFs
346
New
$83.18 - $89.27 $28.8K - $30.9K
346 $28.9M
ISCV
Ishares Morningstar Small Cap

ETFs
480
New
$58.11 - $66.0 $27.9K - $31.7K
480 $28.5M
EPD
Enterprise Products Partners L.P.

Energy
819
New
$31.75 - $34.14 $26K - $28K
819 $28M
BX
Blackstone Inc.

Financial Services
198
New
$136.53 - $186.74 $27K - $37K
198 $27.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
New
$4295.4 - $5141.88 $25.8K - $30.9K
6 $27.6M
IJS
Ishares S&P Smallcap 600 Value

ETFs
282
New
$96.3 - $112.23 $27.2K - $31.6K
282 $27.5M
LLY
Eli Lilly & CO

Healthcare
33
New
$725.72 - $929.72 $23.9K - $30.7K
33 $27.4M
PH
Parker Hannifin Corp

Industrials
45
New
$591.65 - $707.05 $26.6K - $31.8K
45 $27.4M
Canadian Prem Sand Incorporated
168K
New
N/A
168K $26.8M
PLTR
Palantir Technologies Inc.

Technology
315
New
$64.98 - $124.62 $20.5K - $39.3K
315 $26.6M
WELL
Welltower Inc.

Real Estate
173
New
$124.05 - $156.86 $21.5K - $27.1K
173 $26.5M
Heritage Distilling Hldg
52.5K
New
N/A
52.5K $26.4M
VTI
Vanguard Total Stock Market Et

ETFs
95
New
$271.18 - $303.12 $25.8K - $28.8K
95 $26.1M
EBAY
Ebay Inc

Consumer Cyclical
380
New
$61.61 - $70.93 $23.4K - $27K
380 $25.7M
STN
Stantec Inc

Industrials
309
New
$74.62 - $89.33 $23.1K - $27.6K
309 $25.6M
AINV
Apollo Investment Corp

Financial Services
1.98K
New
N/A
1.98K $25.5M
FSLR
First Solar, Inc.

Technology
200
New
$126.34 - $197.73 $25.3K - $39.5K
200 $25.3M
TFC
Truist Financial Corp

Financial Services
609
New
$39.48 - $48.15 $24K - $29.3K
609 $25.1M
AMGN
Amgen Inc

Healthcare
80
New
$258.59 - $327.36 $20.7K - $26.2K
80 $24.9M
MTB
M&T Bank Corp

Financial Services
139
New
$170.47 - $201.98 $23.7K - $28.1K
139 $24.8M
TGT
Target Corp

Consumer Defensive
233
New
$103.65 - $142.5 $24.2K - $33.2K
233 $24.3M
OUNZ
Van Eck Merk Gold Trust

ETFs
800
New
$25.41 - $30.14 $20.3K - $24.1K
800 $24.1M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
208
New
$113.22 - $126.36 $23.5K - $26.3K
208 $23.9M
ALL
Allstate Corp

Financial Services
114
New
$180.99 - $210.18 $20.6K - $24K
114 $23.6M
Novonix LTD Ordf
83.2K
New
N/A
83.2K $23.4M
BSM
Black Stone Minerals, L.P.

Energy
1.49K
New
$14.48 - $15.59 $21.6K - $23.3K
1.49K $22.8M
PM
Philip Morris International Inc.

Consumer Defensive
143
New
$117.15 - $158.79 $16.8K - $22.7K
143 $22.7M
IWN
Ishares Russell2000 Val ETF

ETFs
150
New
$149.27 - $169.4 $22.4K - $25.4K
150 $22.6M
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
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