Wealth Preservation Advisors, LLC Portfolio Holdings by Sector

Wealth Preservation Advisors, LLC

$140 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VTV VUG VOE SPY HEFA DFSV VOT VBR 98 stocks	$23 Million 16.77% of portfolio	98	-	98	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META SNAP DASH 5 stocks	$18.3 Million 13.36% of portfolio	5	-	5	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY 2 stocks	$16.5 Million 12.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PEBO FHN FBK PNC SYBT SSB USB SMBK 19 stocks	$12.6 Million 9.16% of portfolio	19	-	19	-	0 Calls 0 Puts
Software—Application \| Technology UBER CRM NOW MSTR SNOW GRAB PAYC COIN 8 stocks	$11.6 Million 8.48% of portfolio	8	-	8	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO NXPI INTC TXN AMD ADI MU 10 stocks	$10.7 Million 7.82% of portfolio	10	-	10	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CHKP ORCL PANW PLTR CRWD CSGS MDB 9 stocks	$9.58 Million 6.98% of portfolio	9	-	9	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8.14 Million 5.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services ORCC V DFS AXP BBDC COF 6 stocks	$3.28 Million 2.39% of portfolio	6	-	6	-	0 Calls 0 Puts
Asset Management \| Financial Services OWL AB KKR APO DIAX BXMX MAIN BST 27 stocks	$2.47 Million 1.8% of portfolio	27	-	27	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS WBD WMG 4 stocks	$1.96 Million 1.43% of portfolio	4	-	4	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG O CBL 3 stocks	$1.46 Million 1.06% of portfolio	3	-	3	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$1.2 Million 0.88% of portfolio	2	-	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK BMY ABBV JNJ LLY AMGN PFE GILD 10 stocks	$1.18 Million 0.86% of portfolio	10	-	10	-	0 Calls 0 Puts
Gold \| Basic Materials AEM NEM SA RGLD KGC EQX WPM GOLD 11 stocks	$915,307 0.67% of portfolio	11	-	11	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC JPM BAC RY EWBC 5 stocks	$897,398 0.65% of portfolio	5	-	5	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD YUM DRI YUMC SBUX QSR CMG 7 stocks	$795,014 0.58% of portfolio	7	-	7	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PPL DUK EXC NEE PEG SO DTE CNP 17 stocks	$680,908 0.5% of portfolio	17	-	17	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE ASTE 2 stocks	$620,776 0.45% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR CB ALL TRV AXS CNA WRB 7 stocks	$610,204 0.44% of portfolio	7	-	7	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC WAB TRN 4 stocks	$604,229 0.44% of portfolio	4	-	4	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO CCEP PEP 3 stocks	$600,708 0.44% of portfolio	3	-	3	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F FUJHY RACE LCID NIO 6 stocks	$579,047 0.42% of portfolio	6	-	6	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS GS PIPR SNEX LPLA SCHW 6 stocks	$521,731 0.38% of portfolio	6	-	6	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate OHI SBRA WELL CHCT 4 stocks	$499,925 0.36% of portfolio	4	-	4	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT MDT BFLY 3 stocks	$458,438 0.33% of portfolio	3	-	3	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN 1 stocks	$453,166 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT CARR JCI BLDR 4 stocks	$445,138 0.32% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC PSX VLO 3 stocks	$432,102 0.31% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials OTIS ETN ROK CMI GE PH EMR 7 stocks	$417,118 0.3% of portfolio	7	-	7	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX LHX BA GD LMT NOC 6 stocks	$408,606 0.3% of portfolio	6	-	6	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE ET TRMD MPLX EPD WMB KMI LPG 12 stocks	$385,042 0.28% of portfolio	12	-	12	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM FIS KD LDOS 5 stocks	$372,188 0.27% of portfolio	5	-	5	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T CMCSA TMUS CCOI RCI TU 7 stocks	$306,170 0.22% of portfolio	7	-	7	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR IQV TMO DGX 4 stocks	$291,146 0.21% of portfolio	4	-	4	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$267,704 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$259,948 0.19% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG AQN 2 stocks	$233,665 0.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS ELV CI CNC 5 stocks	$229,486 0.17% of portfolio	5	-	5	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY MDLZ 2 stocks	$211,931 0.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU UNM MET MFC 4 stocks	$210,689 0.15% of portfolio	4	-	4	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT TGT 2 stocks	$198,929 0.14% of portfolio	2	-	2	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO HPE 3 stocks	$192,961 0.14% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL APD DD LYB EMN ALB 6 stocks	$186,823 0.14% of portfolio	6	-	6	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM PBR CVE ECTM 5 stocks	$178,672 0.13% of portfolio	5	-	5	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB NWL CL CLX 5 stocks	$167,134 0.12% of portfolio	5	-	5	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities UGI OGS NI 3 stocks	$164,958 0.12% of portfolio	3	-	3	-	0 Calls 0 Puts
Electronic Components \| Technology APH GLW FLEX 3 stocks	$151,657 0.11% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY BSM EOG DVN COP CRC CHK FANG 9 stocks	$139,087 0.1% of portfolio	9	-	9	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL HPQ NTAP 3 stocks	$120,699 0.09% of portfolio	3	-	3	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL BKNG TRIP EXPE CCL NCLH 6 stocks	$95,461 0.07% of portfolio	6	-	6	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate CHMI ABR RWT STWD 4 stocks	$87,679 0.06% of portfolio	4	-	4	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME ICE SPGI 3 stocks	$76,700 0.06% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBY TSCO AZO GPC CHPT 5 stocks	$68,377 0.05% of portfolio	5	-	5	-	0 Calls 0 Puts
Biotechnology \| Healthcare HALO VIR RPRX PVCT MLTX IONS NVO 7 stocks	$66,102 0.05% of portfolio	7	-	7	-	0 Calls 0 Puts
Airlines \| Industrials DAL AAL UAL 3 stocks	$46,740 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AFCG EQIX AMT IRM DLR CCI 6 stocks	$41,345 0.03% of portfolio	6	-	6	-	0 Calls 0 Puts
Marine Shipping \| Industrials SBLK GNK 2 stocks	$37,034 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Thermal Coal \| Energy ARLP 1 stocks	$36,146 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$32,301 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities UTL AES SRE NWE 4 stocks	$30,062 0.02% of portfolio	4	-	4	-	0 Calls 0 Puts
Engineering & Construction \| Industrials STN KBR 2 stocks	$26,878 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$26,110 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Solar \| Technology FSLR 1 stocks	$25,286 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials VALE TECK 2 stocks	$23,726 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Silver \| Basic Materials AG 1 stocks	$17,233 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate VICI WPC 2 stocks	$15,505 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Conglomerates \| Industrials IEP HON 2 stocks	$14,124 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$13,402 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials NTR 1 stocks	$12,467 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS FDX CHRW 3 stocks	$11,790 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive BGS MKC 2 stocks	$11,100 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX MAN 2 stocks	$10,666 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX BAX 2 stocks	$10,524 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy BKR SLB OII 3 stocks	$10,469 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC MCK 2 stocks	$9,717 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT 2 stocks	$8,830 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY USFD 2 stocks	$8,261 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive TSN 1 stocks	$7,976 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$7,852 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L VMC 2 stocks	$7,604 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD REXR 2 stocks	$7,212 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC IPG 2 stocks	$6,693 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology KEYS FTV TRMB 3 stocks	$5,886 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical LEG 1 stocks	$5,426 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical HAS CLAR 2 stocks	$5,388 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON AJG 2 stocks	$5,318 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Industrial Distribution \| Industrials MSM WSO 2 stocks	$4,978 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GT 1 stocks	$4,297 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$4,228 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT NVX 2 stocks	$4,101 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology AVT 1 stocks	$3,511 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Shell Companies \| Financial Services DWAC 1 stocks	$3,459 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$3,288 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials HSC 1 stocks	$3,000 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$2,798 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical AN 1 stocks	$2,105 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities WTRG 1 stocks	$2,016 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI HTZ 2 stocks	$2,009 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$1,921 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MTN 1 stocks	$1,920 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare SEM 1 stocks	$1,789 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1,650 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$1,457 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$1,308 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ALLE 1 stocks	$1,305 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$955 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK 1 stocks	$893 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$689 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare VTRS PRGO CWBHF 3 stocks	$608 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical VFC KTB 2 stocks	$361 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts

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Wealth Preservation Advisors, LLC Portfolio Holdings by Sector

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