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
SIL
Global X Silver Miners ETF

ETFs
300
New
$31.91 - $40.68 $9.57K - $12.2K
300 $11.8M
Nuveen Global High Income Fd Shs
900
New
N/A
900 $11.8M
HPE
Hewlett Packard Enterprise CO

Technology
754
New
$14.77 - $24.42 $11.1K - $18.4K
754 $11.6M
Ge Vernova Incorporated
37
New
N/A
37 $11.3M
SBUX
Starbucks Corp

Consumer Cyclical
114
New
$91.75 - $115.81 $10.5K - $13.2K
114 $11.2M
SAND
Sandstorm Gold LTD

Basic Materials
1.47K
New
$5.54 - $7.65 $8.13K - $11.2K
1.47K $11.1M
EMR
Emerson Electric CO

Industrials
99
New
$108.64 - $131.17 $10.8K - $13K
99 $10.9M
LYB
Lyondell Basell Industries N.V.

Basic Materials
154
New
$69.82 - $78.67 $10.8K - $12.1K
154 $10.8M
Sunrise Rlty Tr Inc Equiclass Equity
968
New
N/A
968 $10.7M
VHT
Vanguard Health Care ETF

ETFs
40
New
$254.06 - $273.83 $10.2K - $11K
40 $10.6M
CFG
Citizens Financial Group Inc

Financial Services
250
New
$39.73 - $48.36 $9.93K - $12.1K
250 $10.2M
BDX
Becton Dickinson & CO

Healthcare
44
New
$222.79 - $249.08 $9.8K - $11K
44 $10.1M
VICI
Vici Properties Inc.

Real Estate
307
New
$28.21 - $32.68 $8.66K - $10K
307 $10M
VDE
Vanguard Energy ETF

ETFs
77
New
$119.14 - $132.76 $9.17K - $10.2K
77 $9.99M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
75
New
$120.5 - $145.97 $9.04K - $10.9K
75 $9.88M
LPG
Dorian Lpg Ltd.

Energy
436
New
$19.88 - $27.03 $8.67K - $11.8K
436 $9.74M
MO
Altria Group, Inc.

Consumer Defensive
160
New
$50.81 - $60.02 $8.13K - $9.6K
160 $9.6M
PCEF
Invesco Cef Income Composite E

ETFs
500
New
$18.8 - $19.89 $9.4K - $9.95K
500 $9.43M
DTE
Dte Energy CO

Utilities
65
New
$117.6 - $138.27 $7.64K - $8.99K
65 $8.99M
TSCO
Tractor Supply CO

Consumer Cyclical
162
New
$51.66 - $57.94 $8.37K - $9.39K
162 $8.93M
FUJHY
Subaru Corp (Japan)

Consumer Cyclical
1K
New
$8.34 - $9.86 $8.34K - $9.86K
1K $8.91M
MU
Micron Technology Inc

Technology
97
New
$86.89 - $109.38 $8.43K - $10.6K
97 $8.43M
GAB
Gabelli Equity Trust Inc

Financial Services
1.5K
New
$5.36 - $5.67 $8.04K - $8.51K
1.5K $8.27M
JFR
Nuveen Floating Rate Income Fund

Financial Services
965
New
$8.41 - $9.05 $8.12K - $8.73K
965 $8.17M
EQIX
Equinix Inc

Real Estate
10
New
$803.0 - $959.97 $8.03K - $9.6K
10 $8.15M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
122
New
$60.44 - $69.57 $7.37K - $8.49K
122 $8.13M
CRWD
Crowd Strike Holdings, Inc.

Technology
23
New
$308.86 - $455.36 $7.1K - $10.5K
23 $8.11M
CNP
Centerpoint Energy Inc

Utilities
223
New
$30.87 - $36.25 $6.88K - $8.08K
223 $8.08M
TSN
Tyson Foods, Inc.

Consumer Defensive
125
New
$54.27 - $63.81 $6.78K - $7.98K
125 $7.98M
KR
Kroger CO

Consumer Defensive
116
New
$58.36 - $67.72 $6.77K - $7.86K
116 $7.85M
AMT
American Tower Corp

Real Estate
36
New
$173.46 - $217.6 $6.24K - $7.83K
36 $7.83M
UPS
United Parcel Service Inc

Industrials
70
New
$109.66 - $136.26 $7.68K - $9.54K
70 $7.7M
DNP
Dnp Select Income Fund Inc

Financial Services
774
New
$8.93 - $9.92 $6.91K - $7.68K
774 $7.66M
SLSSF
Solaris Res Inc Com New
2.25K
New
N/A
2.25K $7.63M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
150
New
$47.79 - $59.89 $7.17K - $8.98K
150 $7.53M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
86
New
$73.71 - $87.55 $6.34K - $7.53K
86 $7.49M
MUB
Ishares National Muni Bond ETF

ETFs
70
New
$104.71 - $107.69 $7.33K - $7.54K
70 $7.38M
IEP
Icahn Enterprises L.P.

Industrials
811
New
$8.87 - $10.43 $7.19K - $8.46K
811 $7.35M
RACE
Ferrari N.V.

Consumer Cyclical
17
New
$413.73 - $508.15 $7.03K - $8.64K
17 $7.27M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
1.29K
New
$5.3 - $5.8 $6.82K - $7.46K
1.29K $7.21M
PGF
Invesco Exchange Traded Fd Tr

ETFs
500
New
$14.28 - $14.97 $7.14K - $7.49K
500 $7.14M
AXS
Axis Capital Holdings LTD

Financial Services
70
New
$85.54 - $100.24 $5.99K - $7.02K
70 $7.02M
Lam Research Corporation Com New
96
New
N/A
96 $6.98M
SNEX
Stone X Group Inc.

Financial Services
91
New
$76.12 - $126.89 $6.93K - $11.5K
91 $6.95M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
850
New
$8.11 - $8.58 $6.89K - $7.29K
850 $6.92M
Grayscale Ethereum Class
901
New
N/A
901 $6.89M
BA
Boeing CO

Industrials
40
New
$148.15 - $186.25 $5.93K - $7.45K
40 $6.82M
KLAC
Kla Corp

Technology
10
New
$636.62 - $777.63 $6.37K - $7.78K
10 $6.8M
HON
Honeywell International Inc

Industrials
32
New
$202.75 - $226.52 $6.49K - $7.25K
32 $6.78M
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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