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
CSCO
Cisco Systems, Inc.

Technology
-4
- 0.61%
$66.2 - $71.79 $265 - $287
657 $45M
PAYX
Paychex Inc

Industrials
-1
- 2.44%
$126.69 - $147.99 $127 - $148
40 $5.07M
LNSTY
London Stk Exchange Group Adr

Financial Services
-9
- 11.25%
$27.6 - $37.55 $248 - $338
71 $2.04M
BP
Bp PLC

Energy
-57
- 22.09%
$30.25 - $35.69 $1.72K - $2.03K
201 $6.93M
BKR
Baker Hughes CO

Energy
-39
- 33.62%
$38.68 - $50.55 $1.51K - $1.97K
77 $3.75M
NVS
Novartis Ag

Healthcare
-8
- 17.02%
$113.5 - $129.73 $908 - $1.04K
39 $5M
CABGY
Carlsberg As Sponsored Adr Cl

Consumer Defensive
-7
- 8.24%
$23.27 - $28.73 $163 - $201
78 $1.81M
SAXPY
Sampo Oyj Unsponsored Adr Repr

Financial Services
-29
- 25.66%
$21.38 - $23.27 $620 - $675
84 $1.93M
RELX
Relx PLC

Communication Services
-1
- 1.69%
$45.13 - $54.19 $45.1 - $54.2
58 $2.77M
TRMB
Trimble Inc.

Technology
-7
- 24.14%
$76.46 - $85.24 $535 - $597
22 $1.8M
FDX
Fedex Corp

Industrials
-2
- 15.38%
$217.1 - $243.2 $434 - $486
11 $2.59M
IBDRY
Iberdrola Sa Dpon Adr (Spain)

Utilities
-3
- 5.08%
$70.18 - $77.77 $211 - $233
56 $4.24M
VTRS
Viatris Inc

Healthcare
-33
- 57.89%
$8.74 - $10.69 $288 - $353
24 $238K
ENGIY
Engie (France)

Utilities
-2
- 1.87%
N/A
105 $2.25M
AMADY
Amadeus It Group Sa Ads Unspon

Consumer Cyclical
-1
- 3.03%
$76.09 - $85.02 $76.1 - $85
32 $2.54M
AN
Autonation, Inc.

Consumer Cyclical
-2
- 18.18%
$189.27 - $227.18 $379 - $454
9 $1.97M
FJTSY
Fujitsu LTD Adr (5 Com)

Technology
-6
- 6.19%
$21.42 - $25.75 $129 - $155
91 $2.15M
KKPNY
Royal Kpn Nv Ads (Ea Reptg 1 O
-28
- 4.51%
$4.48 - $4.96 $125 - $139
593 $2.85M
TRN
Trinity Industries Inc

Industrials
-7
- 13.21%
$23.3 - $29.03 $163 - $203
46 $1.29M
AVT
Avnet Inc

Technology
-1
- 1.37%
$49.46 - $56.3 $49.5 - $56.3
72 $3.76M
SHECY
Shin Etsu Chemical CO LTD Unsp

Basic Materials
-5
- 5.0%
$14.4 - $16.89 $72 - $84.5
95 $1.56M
KB
Kb Financial Group Inc.

Financial Services
-1
- 3.45%
$77.68 - $90.36 $77.7 - $90.4
28 $2.32M
AES
Aes Corp

Utilities
-78
- 21.43%
$10.77 - $13.94 $840 - $1.09K
286 $3.76M
SYY
Sysco Corp

Consumer Defensive
-5
- 9.09%
$76.33 - $82.51 $382 - $413
50 $4.12M
ITOCY
Itochu Corp Adr

Industrials
-2
- 9.52%
$101.03 - $119.22 $202 - $238
19 $2.17M
WBS
Webster Financial Corp

Financial Services
-3
- 9.38%
$55.19 - $62.92 $166 - $189
29 $1.72M
IDEXY
Industria De Diseno Textil Ind
-15
- 6.76%
N/A
207 $2.86M
HKXCY
Hong Kong Exchanges & Clearing

Financial Services
-2
- 6.67%
$52.08 - $59.02 $104 - $118
28 $1.59M
EWBC
East West Bancorp Inc

Financial Services
-1
- 5.56%
$97.41 - $109.7 $97.4 - $110
17 $1.81M
DANOY
Groupe Danone

Consumer Defensive
-10
- 6.45%
$15.2 - $17.73 $152 - $177
145 $2.53M
MU
Micron Technology Inc

Technology
-24
- 26.09%
$104.88 - $168.89 $2.52K - $4.05K
68 $11.4M
UNCRY
Unicredit Spa Adr New 2017 (It

Financial Services
-4
- 6.67%
$33.03 - $40.72 $132 - $163
56 $2.12M
CNP
Centerpoint Energy Inc

Utilities
-8
- 3.69%
$35.77 - $39.16 $286 - $313
209 $8.11M
LGFRY
Longfor Group Holdings Limited

Real Estate
-5
- 7.81%
$11.87 - $15.45 $59.3 - $77.3
59 $901K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-3
- 6.0%
$35.43 - $43.53 $106 - $131
47 $1.93M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
-1
- 6.25%
$105.8 - $123.14 $106 - $123
15 $1.84M
TRP
Tc Energy Corp

Energy
-1
- 2.44%
$46.58 - $54.41 $46.6 - $54.4
40 $2.18M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-3
- 4.76%
$46.69 - $59.27 $140 - $178
60 $3.19M
FLEX
Flex Ltd.

Technology
-7
- 8.97%
$48.49 - $59.33 $339 - $415
71 $4.12M
EADSY
Airbus Se

Industrials
-3
- 4.0%
$48.9 - $58.22 $147 - $175
72 $4.18M
GXYYY
Galaxy Entmt Group LTD Unspons

Consumer Cyclical
-1
- 1.61%
$23.47 - $27.97 $23.5 - $28
61 $1.68M
BAESY
Bae Systems PLC
-1
- 1.67%
$91.69 - $111.72 $91.7 - $112
59 $6.54M
Spdr Bridgewater All Weather ETF
-200
- 6.11%
N/A
3.07K $85.7M
TSCO
Tractor Supply CO

Consumer Cyclical
-3
- 2.24%
$54.08 - $62.65 $162 - $188
131 $7.45M
WMG
Warner Music Group Corp.

Communication Services
-1
- 1.45%
$27.83 - $34.24 $27.8 - $34.2
68 $2.32M
SRE
Sempra Energy

Utilities
-1
- 1.92%
$74.14 - $89.98 $74.1 - $90
51 $4.59M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-25
- 13.97%
$10.78 - $19.82 $270 - $496
154 $3.01M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-2
- 0.43%
$13.87 - $19.14 $27.7 - $38.3
461 $7.5M
TFC
Truist Financial Corp

Financial Services
-5
- 0.78%
$42.83 - $47.07 $214 - $235
636 $29.1M
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