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 301–350 of 621
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | CANADIAN PREM SAND INCORPORATED | 168K | $1K–$15K | SH |
| ODV | OSISKO DEVELOPMENT CORPORATION COM NEW | 2K | $1K–$15K | SH |
| VRT | VERTIV HLDGS CO CLASS CLASS A | 50 | $1K–$15K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOBAL | 850 | $1K–$15K | SH |
| NVRI | ENVIRI CORPORATION | 451 | $1K–$15K | SH |
| CNP | CENTERPOINT ENERGY INCORPORATED | 209 | $1K–$15K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 156 | $1K–$15K | SH |
| DNP | DNP SELECT INCOME FD INCORPORATED | 774 | $1K–$15K | SH |
| ETR | ENTERGY CORPORATION NEW | 83 | $1K–$15K | SH |
| NOW | SERVICENOW INC | 50 | $1K–$15K | SH |
| BGY | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER | 1K | $1K–$15K | SH |
| JFR | NUVEEN FLOATING RATE INCOME FD | 965 | $1K–$15K | SH |
| KMI | KINDER MORGAN INCORPORATED DEL | 274 | $1K–$15K | SH |
| AXS | AXIS CAP HLDGS LIMITED SHS | 70 | $1K–$15K | SH |
| HOOD | ROBINHOOD MKTS INC CLASS A | 66 | $1K–$15K | SH |
| BDX | BECTON DICKINSON & COMPANY | 37 | $1K–$15K | SH |
| PGF | INVESCO FINANCIAL PREFERRED ETF | 500 | $1K–$15K | SH |
| IEMG | ISHARES CORE MSCI EMERGING ETF | 104 | $1K–$15K | SH |
| BP | BP PLC SPONSORED ADR | 201 | $1K–$15K | SH |
| TSCO | TRACTOR SUPPLY COMPANY | 139 | $1K–$15K | SH |
| — | NOVONIX LTD ORDF | 25K | $1K–$15K | SH |
| EMR | EMERSON ELEC COMPANY | 52 | $1K–$15K | SH |
| HON | HONEYWELL INTERNATIONAL INCORPORATED | 35 | $1K–$15K | SH |
| TTE | TOTALENERGIES SE ACT | 104 | $1K–$15K | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | 75 | $1K–$15K | SH |
| LMT | LOCKHEED MARTIN CORPORATION | 14 | $1K–$15K | SH |
| TRIP | TRIPADVISOR INC | 461 | $1K–$15K | SH |
| JPC | NUVEEN PREFERRED & INCOME OPPORTUNIT | 805 | $1K–$15K | SH |
| — | AIA GROUP LIMITED SPONSORED ADR | 159 | $1K–$15K | SH |
| CRH | CRH PLC ORD | 52 | $1K–$15K | SH |
| JMUB | JPMORGAN MUNICIPAL ETF | 127 | $1K–$15K | SH |
| GD | GENERAL DYNAMICS CORPORATION | 19 | $1K–$15K | SH |
| LRCX | LAM RESEARCH CORPORATION COM NEW | 37 | $1K–$15K | SH |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | 221 | $1K–$15K | SH |
| RACE | FERRARI N V NEW F | 17 | $1K–$15K | SH |
| MFC | MANULIFE FINL CORPORATION | 173 | $1K–$15K | SH |
| AMGN | AMGEN INCORPORATED | 19 | $1K–$15K | SH |
| CVS | CVS HEALTH CORPORATION | 78 | $1K–$15K | SH |
| AMT | AMERICAN TOWER CORPORATION REIT | 35 | $1K–$15K | SH |
| KR | KROGER COMPANY | 98 | $1K–$15K | SH |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC | 90 | $1K–$15K | SH |
| PEP | PEPSICO INCORPORATED | 42 | $1K–$15K | SH |
| ALB | ALBEMARLE CORP | 42 | $1K–$15K | SH |
| TAYD | TAYLOR DEVICES INC | 100 | $1K–$15K | SH |
| — | GRAYSCALE ETHEREUM CLASS | 901 | $1K–$15K | SH |
| ENB | ENBRIDGE INC F | 122 | $1K–$15K | SH |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | 176 | $1K–$15K | SH |
| PRU | PRUDENTIAL FINL INC | 50 | $1K–$15K | SH |
| PPL | PPL CORP | 160 | $1K–$15K | SH |
| WPC | W P CAREY INC REIT | 87 | $1K–$15K | SH |