Wealth Preservation Advisors, LLC Reduced Holdings in Q3 2025

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-5.24K
- 82.37%
$231.66 - $273.65 $1.21M - $1.43M
1.12K $266M
META
Meta Platforms, Inc.

Communication Services
-1.08K
- 39.59%
$695.21 - $791.73 $747K - $851K
1.64K $1.2B
TSLA
Tesla, Inc.

Consumer Cyclical
-2K
- 77.55%
$293.94 - $444.72 $588K - $889K
579 $257M
CRWD
Crowd Strike Holdings, Inc.

Technology
-920
- 97.77%
$412.46 - $514.1 $379K - $473K
21 $10.3M
Fidelity Wise Origin Bitcoin Fund
-4.6K
- 87.83%
N/A
637 $63.6M
Ishares Bitcoin ETF
-5.5K
- 73.11%
N/A
2.02K $131M
Ark 21 Shares Bitcoin ETF
-6.93K
- 21.82%
N/A
24.8K $944M
PEBO
Peoples Bancorp Inc

Financial Services
-818
- 0.29%
$28.16 - $32.1 $23K - $26.3K
279K $8.36B
AMZN
Amazon Com Inc

Consumer Cyclical
-820
- 0.96%
$211.65 - $238.24 $174K - $195K
84.4K $18.5B
AMD
Advanced Micro Devices Inc

Technology
-855
- 76.41%
$134.8 - $184.42 $115K - $158K
264 $42.7M
PLTR
Palantir Technologies Inc.

Technology
-750
- 70.42%
$130.68 - $186.97 $98K - $140K
315 $57.5M
OWL
Blue Owl Capital Inc.

Financial Services
-367
- 1.13%
$16.93 - $20.8 $6.21K - $7.63K
32.1K $544M
NOW
Service Now, Inc.

Technology
-20
- 4.17%
$850.86 - $1044.69 $17K - $20.9K
460 $423M
AEP
American Electric Power CO Inc

Utilities
-500
- 90.74%
$103.26 - $115.0 $51.6K - $57.5K
51 $5.74M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-4.8K
- 10.96%
$29.2 - $32.74 $140K - $157K
39K $1.24B
FITE
Spdr S&P Kensho Future Securit

ETFs
-464
- 54.52%
$75.06 - $85.57 $34.8K - $39.7K
387 $33.1M
SAP
Sap Se

Technology
-2
- 0.45%
$252.42 - $311.93 $505 - $624
446 $119M
CMCSA
Comcast Corp

Communication Services
-295
- 17.63%
$31.41 - $36.33 $9.27K - $10.7K
1.38K $43.3M
AMGN
Amgen Inc

Healthcare
-55
- 68.75%
$271.18 - $309.22 $14.9K - $17K
25 $7.06M
LHX
L3 Harris Technologies, Inc.

Industrials
-59
- 88.06%
$252.18 - $305.41 $14.9K - $18K
8 $2.44M
KMI
Kinder Morgan, Inc.

Energy
-401
- 54.78%
$26.23 - $28.5 $10.5K - $11.4K
331 $9.37M
ECL
Ecolab Inc.

Basic Materials
-50
- 14.08%
$259.39 - $285.47 $13K - $14.3K
305 $83.5M
EOG
Eog Resources Inc

Energy
-99
- 73.88%
$112.12 - $126.1 $11.1K - $12.5K
35 $3.92M
FIS
Fidelity National Information Services, Inc.

Technology
-19
- 2.82%
$63.37 - $82.35 $1.2K - $1.56K
654 $43.1M
OKE
Oneok Inc

Energy
-19
- 1.85%
$71.36 - $83.47 $1.36K - $1.59K
1.01K $73.6M
CVX
Chevron Corp

Energy
-100
- 21.98%
$145.57 - $161.83 $14.6K - $16.2K
355 $55.1M
IBM
International Business Machines Corp

Technology
-3
- 0.54%
$234.77 - $292.47 $704 - $877
553 $156M
BBY
Best Buy CO Inc

Consumer Cyclical
-177
- 26.74%
$64.12 - $78.46 $11.3K - $13.9K
485 $36.7M
PFE
Pfizer Inc

Healthcare
-326
- 53.88%
$23.29 - $25.88 $7.59K - $8.44K
279 $7.11M
PG
Procter & Gamble CO

Consumer Defensive
-1
- 0.11%
$150.47 - $161.22 $150 - $161
916 $141M
VICI
Vici Properties Inc.

Real Estate
-156
- 50.81%
$31.43 - $33.93 $4.9K - $5.29K
151 $4.92M
BMY
Bristol Myers Squibb CO

Healthcare
-33
- 1.37%
$43.31 - $48.98 $1.43K - $1.62K
2.38K $108M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-59
- 38.31%
$48.34 - $67.22 $2.85K - $3.97K
95 $4.66M
WMB
Williams Companies, Inc.

Energy
-66
- 15.53%
$56.52 - $64.01 $3.73K - $4.22K
359 $22.7M
UPS
United Parcel Service Inc

Industrials
-33
- 57.89%
$82.58 - $105.54 $2.73K - $3.48K
24 $2.01M
CB
Chubb LTD

Financial Services
-4
- 1.18%
$265.99 - $289.59 $1.06K - $1.16K
336 $94.8M
IMBBY
Imperial Brands PLC

Consumer Defensive
-88
- 43.56%
$38.18 - $43.22 $3.36K - $3.8K
114 $4.85M
EMR
Emerson Electric CO

Industrials
-20
- 16.81%
$128.6 - $149.63 $2.57K - $2.99K
99 $13M
CFG
Citizens Financial Group Inc

Financial Services
-100
- 33.33%
$46.1 - $53.65 $4.61K - $5.37K
200 $10.6M
CME
Cme Group Inc.

Financial Services
-1
- 0.35%
$258.83 - $287.1 $259 - $287
281 $75.9M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-15
- 37.5%
$86.98 - $100.09 $1.3K - $1.5K
25 $2.29M
BAC
Bank Of America Corp

Financial Services
-84
- 12.33%
$44.92 - $52.42 $3.77K - $4.4K
597 $30.8M
Lam Research Corporation Com New
-35
- 38.89%
N/A
55 $7.37M
PNM
Pnm Resources Inc

Utilities
-23
- 30.67%
N/A
52 $2.94M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-11
- 12.79%
$86.67 - $100.17 $953 - $1.1K
75 $6.78M
TMUS
T Mobile Us, Inc.

Communication Services
-5
- 6.49%
$226.02 - $259.01 $1.13K - $1.3K
72 $17.2M
TOELY
Tokyo Electron LTD Unsponsored

Technology
-9
- 22.5%
$67.27 - $96.51 $605 - $869
31 $2.77M
KR
Kroger CO

Consumer Defensive
-8
- 7.48%
$64.52 - $74.35 $516 - $595
99 $6.67M
SLB
Schlumberger Limited

Energy
-29
- 45.31%
$32.37 - $37.31 $939 - $1.08K
35 $1.2M
Activity Summary
Buys All Purchases 170 New Holdings 40 Increased Positions 130 Sells All Sells 118 Reductions 118 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