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
VALE
Vale S.A.

Basic Materials
2.22K
New
$8.5 - $10.19 $18.9K - $22.7K
2.22K $22.2M
ABR
Arbor Realty Trust Inc

Real Estate
1.86K
New
$11.68 - $13.98 $21.7K - $25.9K
1.86K $21.8M
SO
Southern CO

Utilities
230
New
$80.96 - $92.96 $18.6K - $21.4K
230 $21.2M
WMB
Williams Companies, Inc.

Energy
353
New
$54.02 - $61.09 $19.1K - $21.6K
353 $21.1M
KMI
Kinder Morgan, Inc.

Energy
732
New
$26.1 - $31.22 $19.1K - $22.9K
732 $20.9M
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
599
New
$33.86 - $47.6 $20.3K - $28.5K
599 $20.8M
MBGYY
Mercedes Benz Group Ag America
1.36K
New
N/A
1.36K $19.9M
DFAX
Dimensional ETF Tr
759
New
$24.45 - $27.2 $18.6K - $20.6K
759 $19.9M
SBLK
Star Bulk Carriers Corp.

Industrials
1.23K
New
$14.35 - $17.15 $17.7K - $21.1K
1.23K $19.2M
RWT
Redwood Trust Inc

Real Estate
3.15K
New
$6.01 - $6.72 $18.9K - $21.2K
3.15K $19.1M
TMUS
T Mobile Us, Inc.

Communication Services
71
New
$211.3 - $272.83 $15K - $19.4K
71 $18.9M
SLV
I Shares Silver Trust

ETFs
610
New
$26.93 - $31.32 $16.4K - $19.1K
610 $18.9M
HL
Hecla Mining CO

Basic Materials
3.38K
New
$5.07 - $6.37 $17.2K - $21.6K
3.38K $18.8M
AQN
Algonquin Power & Utilities Corp.

Utilities
3.64K
New
$4.27 - $5.19 $15.5K - $18.9K
3.64K $18.7M
Bhp Group LTD Ordf
783
New
N/A
783 $18.7M
HPQ
Hp Inc

Technology
665
New
$27.69 - $34.72 $18.4K - $23.1K
665 $18.4M
Annaly Cap Mgmt Inc Reit
900
New
N/A
900 $18.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
764
New
$23.16 - $27.04 $17.7K - $20.7K
764 $17.9M
GNK
Genco Shipping & Trading LTD

Industrials
1.34K
New
$13.16 - $14.85 $17.6K - $19.8K
1.34K $17.8M
Marex Group PLC F
500
New
N/A
500 $17.7M
URA
Global X Uranium ETF

ETFs
768
New
$22.92 - $30.98 $17.6K - $23.8K
768 $17.6M
UTL
Unitil Corp

Utilities
300
New
$52.01 - $57.87 $15.6K - $17.4K
300 $17.3M
AG
First Majestic Silver Corp

Basic Materials
2.58K
New
$5.28 - $7.25 $13.6K - $18.7K
2.58K $17.2M
TRV
Travelers Companies, Inc.

Financial Services
65
New
$232.43 - $265.13 $15.1K - $17.2K
65 $17.2M
COF
Capital One Financial Corp

Financial Services
95
New
$163.87 - $209.82 $15.6K - $19.9K
95 $17M
PFE
Pfizer Inc

Healthcare
665
New
$25.01 - $27.13 $16.6K - $18K
665 $16.9M
EOG
Eog Resources Inc

Energy
131
New
$120.54 - $138.05 $15.8K - $18.1K
131 $16.8M
VEA
Vanguard Ftse Developed Market

ETFs
322
New
$47.4 - $52.99 $15.3K - $17.1K
322 $16.4M
USO
United States Oil Fund, LP

ETFs
211
New
$70.89 - $84.34 $15K - $17.8K
211 $16.3M
AFCG
Afc Gamma, Inc.

Real Estate
2.9K
New
$5.57 - $8.74 $16.2K - $25.4K
2.9K $16.2M
Frontline PLC F
1.05K
New
N/A
1.05K $15.7M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
2K
New
$7.6 - $7.96 $15.2K - $15.9K
2K $15.5M
GILD
Gilead Sciences, Inc.

Healthcare
135
New
$89.14 - $117.41 $12K - $15.9K
135 $15.1M
DD
Du Pont De Nemours, Inc.

Basic Materials
200
New
$72.7 - $84.32 $14.5K - $16.9K
200 $14.9M
AAL
American Airlines Group Inc.

Industrials
1.4K
New
N/A
1.4K $14.8M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
56
New
$246.3 - $299.62 $13.8K - $16.8K
56 $14.7M
VLO
Valero Energy Corp

Energy
110
New
$121.76 - $142.99 $13.4K - $15.7K
110 $14.5M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
518
New
$27.98 - $33.9 $14.5K - $17.6K
518 $14.5M
DVN
Devon Energy Corp

Energy
385
New
$33.15 - $38.55 $12.8K - $14.8K
385 $14.4M
COP
Conocophillips

Energy
136
New
$88.6 - $105.85 $12K - $14.4K
136 $14.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
205
New
$56.12 - $68.15 $11.5K - $14K
205 $13.9M
STWD
Starwood Property Trust, Inc.

Real Estate
700
New
$18.41 - $20.53 $12.9K - $14.4K
700 $13.8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
185
New
$68.32 - $75.06 $12.6K - $13.9K
185 $13.8M
GRAB
Grab Holdings LTD

Technology
2.96K
New
$4.12 - $5.34 $12.2K - $15.8K
2.96K $13.4M
FCX
Freeport Mcmoran Inc

Basic Materials
354
New
$34.5 - $43.01 $12.2K - $15.2K
354 $13.4M
IYG
Ishares Tr

ETFs
165
New
$74.6 - $84.81 $12.3K - $14K
165 $13M
VIR
Vir Biotechnology, Inc.

Healthcare
1.94K
New
$6.48 - $12.48 $12.6K - $24.2K
1.94K $12.6M
NTR
Nutrien Ltd.

Basic Materials
251
New
$45.28 - $53.84 $11.4K - $13.5K
251 $12.5M
LHX
L3 Harris Technologies, Inc.

Industrials
58
New
$194.65 - $222.86 $11.3K - $12.9K
58 $12.1M
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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