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Wealth Preservation Advisors, LLC13F | |
Wealth Preservation Advisors, LLC | |
Last update 2025-05-15 | 556 Stocks (0 new) |
Value $140.00 Mil | Turnover 0 % |
Wealth Preservation Advisors, ... Top Holdings of 2025-03-31
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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)
Wealth Preservation Advisors, LLC's Asset Allocation
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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