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
Ge Healthcare Technologies Incorporated Common Stock
50
New
N/A
50 $4.04M
PNM
Pnm Resources Inc

Utilities
75
New
N/A
75 $4.01M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
158
New
$22.91 - $25.71 $3.62K - $4.06K
158 $4.01M
MSM
Msc Industrial Direct CO Inc

Industrials
51
New
$74.45 - $83.08 $3.8K - $4.24K
51 $3.96M
IRM
Iron Mountain Inc

Real Estate
46
New
$82.79 - $111.31 $3.81K - $5.12K
46 $3.96M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
141
New
$27.01 - $28.54 $3.81K - $4.02K
141 $3.94M
CRH.L
Crh PLC

Basic Materials
44
New
N/A
44 $3.87M
DLR
Digital Realty Trust, Inc.

Real Estate
27
New
$142.1 - $183.56 $3.84K - $4.96K
27 $3.87M
FANG
Diamondback Energy, Inc.

Energy
24
New
$139.9 - $180.18 $3.36K - $4.32K
24 $3.84M
AZO
Autozone Inc

Consumer Cyclical
1
New
$3193.96 - $3828.11 $3.19K - $3.83K
1 $3.81M
BLCN
Siren ETF Tr
196
New
N/A
196 $3.75M
VMC
Vulcan Materials CO

Basic Materials
16
New
$220.9 - $277.54 $3.53K - $4.44K
16 $3.73M
SRE
Sempra Energy

Utilities
52
New
$67.85 - $87.67 $3.53K - $4.56K
52 $3.71M
UGA
United States Gasoline Fund, LP

ETFs
57
New
$58.56 - $68.15 $3.34K - $3.88K
57 $3.66M
NWL
Newell Brands Inc.

Consumer Defensive
589
New
$6.2 - $10.66 $3.65K - $6.28K
589 $3.65M
VRT
Vertiv Holdings CO

Industrials
50
New
N/A
50 $3.61M
LPLA
Lpl Financial Holdings Inc.

Financial Services
11
New
$308.87 - $383.33 $3.4K - $4.22K
11 $3.6M
Kenvue Incorporated
150
New
N/A
150 $3.6M
AON
Aon PLC

Financial Services
9
New
$348.44 - $409.32 $3.14K - $3.68K
9 $3.59M
NWE
Northwestern Corp

Utilities
61
New
$51.11 - $57.87 $3.12K - $3.53K
61 $3.53M
Basin Uranium Corp F
30K
New
N/A
30K $3.52M
AVT
Avnet Inc

Technology
73
New
$46.61 - $54.65 $3.4K - $3.99K
73 $3.51M
HAS
Hasbro, Inc.

Consumer Cyclical
57
New
$56.16 - $69.06 $3.2K - $3.94K
57 $3.51M
Ul Solutions Incorporated Class A Com Shs
62
New
N/A
62 $3.5M
Corpay Incorporated Com Shs
10
New
N/A
10 $3.49M
ELV
Elevance Health, Inc.

Healthcare
8
New
$365.9 - $436.25 $2.93K - $3.49K
8 $3.48M
ODV
Osisko Development Corp.

Basic Materials
2.33K
New
$1.24 - $1.63 $2.89K - $3.8K
2.33K $3.48M
DWAC
Digital World Acquisition Corp.

Financial Services
177
New
N/A
177 $3.46M
OXYWS
Occidental Pete Corp Wt Exp 08
125
New
N/A
125 $3.46M
GLW
Corning Inc

Technology
75
New
$44.91 - $54.25 $3.37K - $4.07K
75 $3.43M
FE
Firstenergy Corp

Utilities
84
New
$37.95 - $43.5 $3.19K - $3.65K
84 $3.4M
HBAN
Huntington Bancshares Inc

Financial Services
222
New
$14.28 - $17.39 $3.17K - $3.86K
222 $3.33M
CTAS
Cintas Corp

Industrials
16
New
$182.09 - $208.14 $2.91K - $3.33K
16 $3.29M
NI
Nisource Inc.

Utilities
82
New
$35.57 - $41.23 $2.92K - $3.38K
82 $3.29M
WBD
Warner Bros. Discovery, Inc.

Communication Services
305
New
$9.47 - $11.46 $2.89K - $3.5K
305 $3.27M
Taylor Devices Inc
100
New
N/A
100 $3.23M
FDX
Fedex Corp

Industrials
13
New
$230.33 - $281.53 $2.99K - $3.66K
13 $3.17M
DTM
Dt Midstream, Inc.

Energy
32
New
$86.95 - $113.75 $2.78K - $3.64K
32 $3.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
New
$507.05 - $563.67 $3.04K - $3.38K
6 $3.08M
ALB
Albemarle Corp

Basic Materials
42
New
$69.95 - $97.49 $2.94K - $4.09K
42 $3.03M
HSC
Harsco Corp

Industrials
451
New
N/A
451 $3M
Lazard Incorporated
69
New
N/A
69 $2.99M
CI
Cigna Corp

Healthcare
9
New
$274.49 - $329.0 $2.47K - $2.96K
9 $2.96M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
16
New
$175.5 - $209.86 $2.81K - $3.36K
16 $2.9M
FNF
Fidelity National Financial, Inc.

Financial Services
43
New
$54.25 - $65.27 $2.33K - $2.81K
43 $2.8M
CSGS
Csg Systems International Inc

Technology
45
New
$49.81 - $66.73 $2.24K - $3K
45 $2.72M
LMT
Lockheed Martin Corp

Industrials
6
New
$423.19 - $506.29 $2.54K - $3.04K
6 $2.68M
SCHW
Schwab Charles Corp

Financial Services
34
New
$71.24 - $83.64 $2.42K - $2.84K
34 $2.66M
WEC
Wec Energy Group, Inc.

Utilities
24
New
$92.12 - $108.98 $2.21K - $2.62K
24 $2.62M
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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