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
CCOI
Cogent Communications Holdings, Inc.

Communication Services
108
New
$61.31 - $83.44 $6.62K - $9.01K
108 $6.62M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
463
New
$13.31 - $18.41 $6.16K - $8.52K
463 $6.56M
RPRX
Royalty Pharma PLC

Healthcare
210
New
$25.75 - $33.86 $5.41K - $7.11K
210 $6.54M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
805
New
$7.89 - $8.07 $6.35K - $6.5K
805 $6.41M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
127
New
$49.69 - $50.76 $6.31K - $6.45K
127 $6.35M
PAYX
Paychex Inc

Industrials
41
New
$136.06 - $154.52 $5.58K - $6.34K
41 $6.33M
PEP
Pepsico Inc

Consumer Defensive
42
New
$142.64 - $156.42 $5.99K - $6.57K
42 $6.3M
KD
Kyndryl Holdings, Inc.

Technology
199
New
$31.32 - $43.45 $6.23K - $8.65K
199 $6.25M
EXPE
Expedia Group, Inc.

Consumer Cyclical
36
New
$157.11 - $206.52 $5.66K - $7.43K
36 $6.05M
IDA
Idacorp Inc

Utilities
49
New
$105.58 - $119.04 $5.17K - $5.83K
49 $5.7M
IEMG
Ishares Inc

ETFs
104
New
N/A
104 $5.61M
AEP
American Electric Power CO Inc

Utilities
51
New
$90.32 - $109.27 $4.61K - $5.57K
51 $5.57M
KMB
Kimberly Clark Corp

Consumer Defensive
39
New
$124.46 - $147.4 $4.85K - $5.75K
39 $5.55M
ED
Consolidated Edison Inc

Utilities
50
New
$88.0 - $110.59 $4.4K - $5.53K
50 $5.53M
AES
Aes Corp

Utilities
444
New
$9.93 - $13.23 $4.41K - $5.87K
444 $5.51M
WPC
W. P. Carey Inc.

Real Estate
87
New
$53.5 - $65.05 $4.65K - $5.66K
87 $5.49M
LEG
Leggett & Platt Inc

Consumer Cyclical
686
New
$7.91 - $11.06 $5.43K - $7.59K
686 $5.43M
ENB
Enbridge Inc

Energy
122
New
$41.54 - $45.45 $5.07K - $5.54K
122 $5.41M
OMC
Omnicom Group Inc.

Communication Services
65
New
$79.43 - $88.34 $5.16K - $5.74K
65 $5.39M
MET
Metlife Inc

Financial Services
66
New
$77.7 - $87.0 $5.13K - $5.74K
66 $5.3M
PLD
Prologis, Inc.

Real Estate
47
New
$103.59 - $124.04 $4.87K - $5.83K
47 $5.25M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
221
New
$23.71 - $27.77 $5.24K - $6.14K
221 $5.25M
PVCT
Provectus Biopharmaceuticals, Inc.

Healthcare
52K
New
$0.09 - $0.12 $4.68K - $6.24K
52K $5.2M
COIN
Coinbase Global, Inc.

Technology
30
New
$172.23 - $301.3 $5.17K - $9.04K
30 $5.17M
CRC
California Resources Corp

Energy
117
New
$39.17 - $54.42 $4.58K - $6.37K
117 $5.14M
BKR
Baker Hughes CO

Energy
117
New
$41.16 - $48.85 $4.82K - $5.72K
117 $5.14M
ABC
Amerisourcebergen Corp

Healthcare
18
New
N/A
18 $5.01M
MFC
Manulife Financial Corp

Financial Services
160
New
$28.41 - $31.82 $4.55K - $5.09K
160 $4.98M
NTAP
Net App, Inc.

Technology
56
New
$87.84 - $126.3 $4.92K - $7.07K
56 $4.92M
GD
General Dynamics Corp

Industrials
18
New
$241.94 - $272.58 $4.35K - $4.91K
18 $4.91M
SLB
Schlumberger Limited

Energy
117
New
$38.4 - $43.74 $4.49K - $5.12K
117 $4.89M
CCL
Carnival Corp

Consumer Cyclical
243
New
$19.08 - $28.49 $4.64K - $6.92K
243 $4.75M
MCK
Mckesson Corp

Healthcare
7
New
$566.21 - $672.99 $3.96K - $4.71K
7 $4.71M
ETR
Entergy Corp

Utilities
55
New
$75.26 - $87.89 $4.14K - $4.83K
55 $4.7M
PDT
John Hancock Premium Dividend Fund

Financial Services
359
New
$12.43 - $13.08 $4.46K - $4.7K
359 $4.7M
MLTX
Moon Lake Immunotherapeutics

Healthcare
120
New
$36.75 - $54.34 $4.41K - $6.52K
120 $4.69M
CBL
Cbl & Associates Properties Inc

Real Estate
173
New
$26.43 - $33.02 $4.57K - $5.71K
173 $4.6M
IONS
Ionis Pharmaceuticals Inc

Healthcare
150
New
$30.17 - $34.97 $4.53K - $5.25K
150 $4.53M
CHK
Chesapeake Energy Corp

Energy
40
New
N/A
40 $4.45M
SCHG
Schwab Strategic Tr Us Large C

ETFs
176
New
$24.91 - $29.02 $4.38K - $5.11K
176 $4.41M
DASH
Door Dash, Inc.

Communication Services
24
New
$168.37 - $213.38 $4.04K - $5.12K
24 $4.39M
MAN
Manpower Group Inc.

Industrials
75
New
$53.77 - $62.66 $4.03K - $4.7K
75 $4.34M
EMN
Eastman Chemical CO

Basic Materials
49
New
$87.05 - $103.47 $4.27K - $5.07K
49 $4.32M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
465
New
$8.17 - $10.63 $3.8K - $4.94K
465 $4.3M
SWK
Stanley Black & Decker, Inc.

Industrials
55
New
$76.43 - $90.41 $4.2K - $4.97K
55 $4.23M
SYY
Sysco Corp

Consumer Defensive
56
New
$70.0 - $77.13 $3.92K - $4.32K
56 $4.2M
CVS
Cvs Health Corp

Healthcare
61
New
$44.22 - $68.64 $2.7K - $4.19K
61 $4.13M
CHCT
Community Healthcare Trust Inc

Real Estate
225
New
$17.91 - $20.4 $4.03K - $4.59K
225 $4.09M
USFD
Us Foods Holding Corp.

Consumer Defensive
62
New
$63.38 - $72.02 $3.93K - $4.47K
62 $4.06M
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
Track This Portfolio

Track Wealth Preservation Advisors, LLC Portfolio

Follow Wealth Preservation Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Preservation Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Preservation Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email