Wealth Preservation Advisors, LLC
- SEC CIK
- 0001968434
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/14 申報。只含多頭部位。
- 持股檔數
- 562
- 2024 年第 4 季沒有申報
- 總值
- $1.40 億
- 2024 年第 4 季沒有申報
Wealth Preservation Advisors, LLC 沒有申報 2024 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 86,638 | $1,648 萬 | 11.8% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 101,406 | $1,584 萬 | 11.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 93,532 | $1,014 萬 | 7.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 24,216 | $909.1 萬 | 6.5% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 123,393 | $899.0 萬 | 6.4% | – | – | 歷史 |
| PEBOPeoples Bancorp Inc | COM | 279,621 | $829.4 萬 | 5.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 36,655 | $814.2 萬 | 5.8% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 25,283 | $436.7 萬 | 3.1% | – | – | – |
| OBDCBlue Owl Capital Corp | COM | 197,035 | $288.9 萬 | 2.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,835 | $216.4 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 13,335 | $214.1 萬 | 1.5% | – | – | – |
| NFLXNetflix Inc | Stock | 2,036 | $189.9 萬 | 1.4% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,345 | $170.3 萬 | 1.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,661 | $148.9 萬 | 1.1% | – | – | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 39,259 | $142.5 萬 | 1.0% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 8,932 | $138.1 萬 | 1.0% | – | – | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 47,618 | $134.0 萬 | 1.0% | – | – | – |
| SPGSimon Property Group Inc. | REIT | 8,002 | $132.9 萬 | 0.9% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,866 | $107.5 萬 | 0.8% | – | – | 歷史 |
| FHNFirst Horizon Corp | COM | 50,626 | $98.3 萬 | 0.7% | – | – | 歷史 |
| FBKFB Financial Corp | COM | 19,000 | $88.1 萬 | 0.6% | – | – | 歷史 |
| ARKBArk 21Shares Bitcoin ETF | SHS BEN INT | 10,083 | $82.9 萬 | 0.6% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $79.8 萬 | 0.6% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,294 | $74.4 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,962 | $72.5 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,746 | $69.8 萬 | 0.5% | – | – | – |
| OWLBlue Owl Capital Inc. | COM CL A | 32,534 | $65.2 萬 | 0.5% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,620 | $63.6 萬 | 0.5% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 12,201 | $60.8 萬 | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 8,195 | $58.7 萬 | 0.4% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,246 | $58.5 萬 | 0.4% | – | – | 歷史 |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 15,061 | $57.7 萬 | 0.4% | – | – | 歷史 |
| SYBTStock Yards Bancorp, Inc. | COM | 8,264 | $57.1 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,953 | $56.8 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 2,006 | $52.0 萬 | 0.4% | – | – | 歷史 |
| iShares Inc46434G509 | CUR HD MSCI EM | 17,573 | $49.3 萬 | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,665 | $48.0 萬 | 0.3% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 4,000 | $46.2 萬 | 0.3% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 1,614 | $45.7 萬 | 0.3% | – | – | 歷史 |
| CHDNChurchill Downs Inc | COM | 4,080 | $45.3 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 16,886 | $44.9 萬 | 0.3% | – | – | – |
| WFCWells Fargo & Company | Stock | 6,200 | $44.5 萬 | 0.3% | – | – | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 11,317 | $43.1 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,752 | $43.0 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,493 | $41.7 萬 | 0.3% | – | – | – |
| MSMorgan Stanley | Stock | 3,574 | $41.7 萬 | 0.3% | – | – | 歷史 |
| SSBSouthState Bank Corp | COM | 4,489 | $41.7 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 761 | $40.5 萬 | 0.3% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 480 | $38.2 萬 | 0.3% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,865 | $37.9 萬 | 0.3% | – | – | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 5,236 | $37.7 萬 | 0.3% | – | – | 歷史 |
| MSTRStrategy Inc | Stock | 1,301 | $37.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,903 | $37.4 萬 | 0.3% | – | – | – |
| ABTAbbott Laboratories | Stock | 2,815 | $37.3 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,573 | $37.2 萬 | 0.3% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 18,484 | $36.6 萬 | 0.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,160 | $36.2 萬 | 0.3% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,428 | $35.4 萬 | 0.3% | – | – | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 7,067 | $33.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,198 | $30.2 萬 | 0.2% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,489 | $29.8 萬 | 0.2% | – | – | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 5,447 | $28.3 萬 | 0.2% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,126 | $26.8 萬 | 0.2% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 4,063 | $25.8 萬 | 0.2% | – | – | – |
| YUMYum Brands Inc | Stock | 1,511 | $23.8 萬 | 0.2% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 964 | $22.8 萬 | 0.2% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 676 | $22.8 萬 | 0.2% | – | – | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 2,075 | $22.5 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,280 | $22.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,161 | $22.2 萬 | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 416 | $21.8 萬 | 0.2% | – | – | 歷史 |
| SMBKSmartfinancial Inc. | COM NEW | 6,945 | $21.6 萬 | 0.2% | – | – | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,066 | $21.5 萬 | 0.2% | – | – | 歷史 |
| NEMNEWMONT Corp | Stock | 4,418 | $21.3 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,259 | $21.1 萬 | 0.2% | – | – | 歷史 |
| PPLPPL Corp | COM | 5,638 | $20.4 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 570 | $20.0 萬 | 0.1% | – | – | 歷史 |
| HSYHershey Co | COM | 1,158 | $19.8 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,347 | $19.5 萬 | 0.1% | – | – | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 807 | $18.4 萬 | 0.1% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 1,643 | $18.1 萬 | 0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 761 | $17.7 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,131 | $17.7 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 1,610 | $17.7 萬 | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 565 | $17.6 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 4,567 | $17.6 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 1,989 | $17.5 萬 | 0.1% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,151 | $16.8 萬 | 0.1% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 2,636 | $16.7 萬 | 0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 1,338 | $16.3 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,160 | $16.2 萬 | 0.1% | – | – | 歷史 |
| EXCExelon Corp | Stock | 3,489 | $16.1 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 917 | $15.6 萬 | 0.1% | – | – | 歷史 |
| LINLinde PLC | Stock | 333 | $15.5 萬 | 0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,325 | $14.8 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 2,417 | $14.7 萬 | 0.1% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 2,220 | $14.6 萬 | 0.1% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 321 | $14.1 萬 | 0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 333 | $14.0 萬 | 0.1% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,019 | $14.0 萬 | 0.1% | – | – | 歷史 |