Wealth Preservation Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 714 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $18.7B, Alphabet Inc. with a value of $18B, Nvidia Corp with a value of $16B, Microsoft Corp with a value of $12B, and Uber Technologies, Inc with a value of $11.6B.
Examining the 13F form we can see an increase of $22.2B in the current position value, from $140B to 162B.
Also it can be appreciated an additional of 86 stocks purchases and 1 closed positions.
Wealth Preservation Advisors, LLC is based out at Chattanooga, TN
Below you can find more details about Wealth Preservation Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$162 Billion
Technology: $53.9 Billion
ETFs: $24.7 Billion
Communication Services: $24.7 Billion
Financial Services: $22.4 Billion
Consumer Cyclical: $21.2 Billion
Industrials: $2.96 Billion
Healthcare: $2.1 Billion
Real Estate: $1.94 Billion
Other: $4.7 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
