CIK 1968434
Wealth Preservation Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
621
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 621
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SLSR | SOLARIS RES INCORPORATED COM NEW | 2K | $15K–$50K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | 718 | $15K–$50K | SH |
| V | VISA INC CLASS CLASS A | 48 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC | 135 | $15K–$50K | SH |
| TFC | TRUIST FINL CORP | 329 | $15K–$50K | SH |
| SUSA | ISHARES TR ESG OPTIMIZED | 114 | $15K–$50K | SH |
| COP | CONOCOPHILLIPS | 163 | $15K–$50K | SH |
| IYG | ISHARES US FINANCIAL SERETF | 165 | $15K–$50K | SH |
| TMUS | T-MOBILE US INCORPORATED | 72 | $1K–$15K | SH |
| USO | UNITED STATES OIL FUND, LP | 211 | $1K–$15K | SH |
| UTL | UNITIL CORP | 300 | $1K–$15K | SH |
| JNJ | JOHNSON & JOHNSON | 70 | $1K–$15K | SH |
| BRW | SABA CAPITAL INCOME & OPRNT FD SHS NEW | 2K | $1K–$15K | SH |
| UNM | UNUM GROUP | 175 | $1K–$15K | SH |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | 249 | $1K–$15K | SH |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 185 | $1K–$15K | SH |
| SBUX | STARBUCKS CORPORATION | 153 | $1K–$15K | SH |
| GLW | CORNING INCORPORATED | 146 | $1K–$15K | SH |
| STWD | STARWOOD PPTY TR INC REIT | 700 | $1K–$15K | SH |
| MU | MICRON TECHNOLOGY INC | 44 | $1K–$15K | SH |
| NTR | NUTRIEN LTD F | 200 | $1K–$15K | SH |
| BHP | BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | 200 | $1K–$15K | SH |
| TJX | TJX COMPANIES INCORPORATED NEW | 78 | $1K–$15K | SH |
| IONS | IONIS PHARMACEUTICALS IN | 150 | $1K–$15K | SH |
| PATH | UIPATH INC CLASS CLASS A | 719 | $1K–$15K | SH |
| CFG | CITIZENS FINL GROUP INCORPORATED | 200 | $1K–$15K | SH |
| VIR | VIR BIOTECHNOLOGY INC | 2K | $1K–$15K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 177 | $1K–$15K | SH |
| VHT | VANGUARD HEALTH CARE ETF | 40 | $1K–$15K | SH |
| JGH | NUVEEN GLOBAL HIGH INCOME FD SHS | 900 | $1K–$15K | SH |
| XLE | STATE STRET ENRGY SLECT SEC SPDR ETF | 250 | $1K–$15K | SH |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY ETF | 77 | $1K–$15K | SH |
| — | SUBARU CORP FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 1K | $1K–$15K | SH |
| QSR | RESTAURANT BRANDS INTERNATIONAL INCORPORATED | 149 | $1K–$15K | SH |
| GWRE | GUIDEWIRE SOFTWARE INCORPORATED | 50 | $1K–$15K | SH |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | 157 | $1K–$15K | SH |
| PCEF | INVESCO CEF INCOME COMPOSITE ETF | 500 | $1K–$15K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | 21 | $1K–$15K | SH |
| VDE | VANGUARD ENERGY ETF | 77 | $1K–$15K | SH |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | 250 | $1K–$15K | SH |
| FVRR | FIVERR INTL LTD F | 481 | $1K–$15K | SH |
| KTOS | KRATOS DEFENSE & SEC SOL | 125 | $1K–$15K | SH |
| ENVA | ENOVA INTL INC | 60 | $1K–$15K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 109 | $1K–$15K | SH |
| GAB | GABELLI EQUITY TR INCORPORATED | 2K | $1K–$15K | SH |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | 39 | $1K–$15K | SH |
| MET | METLIFE INC | 111 | $1K–$15K | SH |
| SO | SOUTHERN CO | 100 | $1K–$15K | SH |
| XHR | XENIA HOTELS & RESORTS INCORPORATED REIT | 613 | $1K–$15K | SH |
| SNEX | STONEX GROUP INC | 91 | $1K–$15K | SH |