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CIK: 0001968434
Total reported value
$175.4M
$175.4M
562 檔
34.5%
During the Q1 2025 filing period, Wealth Preservation Advisors, LLC (CIK: 0001968434) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $175.4M across 562 reported positions.
During Q1 2025, Wealth Preservation Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 562 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.78% | -1.71% | — | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 11.32% | +9.22% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.24% | -0.07% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.50% | -0.90% | — | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 6.42% | +0.24% | — | |
| 6 | PEBO | Peoples Bancorp Inc | Stock-Other | 5.93% | +5.67% | NEW | |
| 7 | AAPL | Apple Inc | Stock-Tech | 5.82% | -0.15% | — | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.12% | +0.53% | — | |
| 9 | OBDC | Blue Owl Capital CORP | Stock-Financials | 2.06% | -0.63% | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.55% | +0.68% | — | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.53% | -0.36% | — | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.36% | -1.20% | — | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.22% | -0.21% | EXIT | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | -0.12% | — | |
| 15 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.02% | +0.36% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | -0.01% | — | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.96% | -0.33% | — | |
| 18 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.95% | +0.09% | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.39% | — | |
| 20 | FHN | First Horizon CORP | Stock-Financials | 0.70% | +0.23% | — | |
| 21 | FBK | Fb Financial CORP | Stock-Other | 0.63% | -0.22% | — | |
| 22 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.59% | -0.09% | — | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.57% | — | — | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.19% | — | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.52% | -0.02% | — | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.50% | -0.13% | — | |
| 27 | OWL | Blue Owl Capital Inc | Stock-Financials | 0.47% | -0.06% | EXIT | |
| 28 | PNC | Pnc Financial Services Group | Stock-Financials | 0.45% | +0.15% | — | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.43% | +0.05% | — | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | +0.16% | — | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.42% | -0.13% | — | |
| 32 | AB | Alliancebernstein Holding LP | Stock-Other | 0.41% | +0.30% | NEW | |
| 33 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.41% | -0.10% | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | +0.07% | — | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | +0.15% | — | |
| 36 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-Other | 0.35% | -0.02% | — | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.34% | +0.30% | — | |
| 38 | KKR | Kkr & Co Inc | Stock-Financials | 0.33% | -0.16% | — | |
| 39 | PGR | Progressive CORP | Stock-Financials | 0.33% | -0.11% | — | |
| 40 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.32% | +0.21% | NEW | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.32% | +0.16% | — | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.32% | -0.13% | — | |
| 43 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.31% | -0.10% | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | +0.28% | — | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | +0.21% | — | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.30% | -0.06% | — | |
| 47 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.30% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | +1.09% | — | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.27% | +0.10% | — | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.27% | +0.26% | — |
According to official SEC Form 13F filings, Wealth Preservation Advisors, LLC reported a total U.S. public equity portfolio value of $175.4M across 562 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, GOOG, NVDA) accounted for 34.5% of total reported equity market value during Q1 2025.
During Q1 2025, Wealth Preservation Advisors, LLC's top holdings by market value included AMZN (11.8%)、GOOG (11.3%)、NVDA (7.2%). The largest single position, AMZN, represented 11.8% of total portfolio value.
In Q1 2025, Wealth Preservation Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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