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Wealth Preservation Advisors, LLC

13F
Wealth Preservation Advisors, LLC
Last update 2025-05-15 556 Stocks (0 new)
Value $140.00 Mil Turnover 0 %
Countries:
Wealth Preservation Advisors, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN
Amazon.com Inc
86,638
16,483.8
0%
11.790
0%
0.000
+22.53%
+1.21%
2,357,361.1
Retail - Cyclical
GOOG
Alphabet Inc
101,406
15,842.7
0%
11.330
0%
0.000
+14.73%
-6.29%
2,153,513.5
Interactive Media
NVDA
NVIDIA Corp
93,532
10,137.0
0%
7.250
0%
0.000
+51.75%
+21.57%
3,980,659.0
Semiconductors
MSFT
Microsoft Corp
24,216
9,090.5
0%
6.500
0%
0.000
+31.39%
+19.12%
3,717,386.8
Software
UBER
Uber Technologies Inc
123,393
8,990.4
0%
6.430
0%
0.010
+36.95%
+61.06%
203,157.0
Software
PEBO
Peoples Bancorp Inc (Marietta OH)
279,621
8,293.6
0%
5.930
0%
0.780
+20.31%
+3.82%
1,142.4
Banks
AAPL
Apple Inc
36,655
8,142.3
0%
5.820
0%
0.000
+11.49%
-15.13%
3,166,838.7
Hardware
VTV
Vanguard Value ETF
25,283
4,367.3
0%
3.120
0%
0.000
+13.10%
+7.24%
133,226.2
 
OBDC
Blue Owl Capital Corp
197,035
2,888.5
0%
2.070
0%
0.040
+14.72%
+2.16%
7,474.1
Asset Management
VUG
Vanguard Growth ETF
5,835
2,163.7
0%
1.550
0%
0.000
+25.24%
+7.95%
164,603.7
 

Wealth Preservation Advisors, LLC's Historical Top Holdings Breakdowns

Wealth Preservation Advisors, LLC Total Holding History ($B)

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Wealth Preservation Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Wealth Preservation Advisors, LLC's Hypothetical Growth since 2025-03-31

Wealth Preservation Advisors, LLC's Yearly Returns

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Wealth Preservation Advisors, LLC's Holdings Heat Map

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