Wealth Preservation Advisors, LLC Portfolio Holdings
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
Wealth Preservation Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 684 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $16.5B, Alphabet Inc. with a value of $15.8B, Nvidia Corp with a value of $10.1B, Microsoft Corp with a value of $9.09B, and Uber Technologies, Inc with a value of $8.99B.
Examining the 13F form we can see an increase of $140B in the current position value.
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
$140 Billion
Technology: $41 Billion
ETFs: $23.3 Billion
Financial Services: $21.9 Billion
Communication Services: $20.6 Billion
Consumer Cyclical: $18.8 Billion
Industrials: $2.67 Billion
Healthcare: $2.25 Billion
Real Estate: $2.11 Billion
Other: $4.72 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 684
- Current Value $140 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 562 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks