Wealth Preservation Advisors, LLC Portfolio Holdings

Wealth Preservation Advisors, LLC

  • $162 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.34B
$5.66 Million 0.0% of portfolio
49
Q1 2025 New
$2.33B
$4.82 Million 0.0% of portfolio
465
Q1 2025 New
$5.44B
$1.87 Million 0.0% of portfolio
128
Q2 2025 Added 0.79%
$6.95B
$262,000 0.0% of portfolio
5
Q2 2025 New
$4.97B
$3.88 Million 0.0% of portfolio
73
Q1 2025 New
$8.89B
$2.48 Million 0.0% of portfolio
106
Q2 2025 New
$8.39B
$755,000 0.0% of portfolio
64
Q2 2025 New
$8.62B
$3.83 Million 0.0% of portfolio
364
Q2 2025 Reduced 18.02%

Summary

  • Portfolio
  • No. of Stocks 714
  • Current Value $162 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 95 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 91 stocks
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