Wealth Preservation Advisors, LLC Top Holdings and 13F Report (2025) About Wealth Preservation Advisors, LLCInvestment ActivityWealth Preservation Advisors, LLC has $162.19 million in total holdings as of June 30, 2025.Wealth Preservation Advisors, LLC owns shares of 714 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 55.16% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Wealth Preservation Advisors, LLC has purchased 688 new stocks and bought additional shares in 194 stocks.Wealth Preservation Advisors, LLC sold shares of 79 stocks and completely divested from 71 stocks this quarter.Largest Holdings Amazon.com $16,987,806NVIDIA $14,021,742Microsoft $10,434,156Alphabet $9,917,165Uber Technologies $9,156,089 Largest New Holdings this Quarter 67097R202 - NUVEEN GLOBAL CITIES REIT INC CLASS I $427,012 Holding443573100 - HubSpot $417,473 Holding26923N462 - T REX 2X LONG MSTR DAILYTARGET ETF $190,300 Holding803054204 - SAP $136,237 Holding046353108 - AstraZeneca $122,010 Holding Largest Purchases this Quarter Amazon.com 67,220 shares (about $14.75M)NVIDIA 79,420 shares (about $12.55M)Microsoft 17,709 shares (about $8.81M)Peoples Bancorp 277,985 shares (about $8.49M)Uber Technologies 72,845 shares (about $6.80M) Largest Sales this Quarter Tesla 1,894 shares (about $601.65K)Amazon.com 2,421 shares (about $531.14K)ISHARES BITCOIN TRUST ETF SHS BEN INT 6,612 shares (about $404.73K)Newmont 4,387 shares (about $255.58K)MicroStrategy 390 shares (about $157.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Preservation Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$16,987,806$14,747,395 ▲658.2%77,43210.5%Retail/WholesaleNVDANVIDIA$14,021,742$12,547,540 ▲851.1%88,7518.6%Computer and TechnologyMSFTMicrosoft$10,434,156$8,808,622 ▲541.9%20,9776.4%Computer and TechnologyGOOGAlphabet$9,917,165$1,845,920 ▲22.9%55,9066.1%Computer and TechnologyUBERUber Technologies$9,156,089$6,796,439 ▲288.0%98,1365.6%Computer and TechnologyPEBOPeoples Bancorp$8,514,644$8,489,662 ▲33,983.5%278,8035.2%FinanceGOOGAlphabet$8,071,2450.0%45,5005.0%Computer and TechnologyAAPLApple$6,106,421$4,685,221 ▲329.7%29,7633.8%Computer and TechnologyVTVVanguard Value ETF$3,363,109$2,187,815 ▲186.2%19,0292.1%ETFNFLXNetflix$2,682,277$2,638,086 ▲5,969.7%2,0031.7%Consumer DiscretionaryOBDCBlue Owl Capital$2,596,364$2,331,633 ▲880.8%181,0571.6%FinanceUBERUber Technologies$2,412,738$53,088 ▲2.2%25,8601.5%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$2,056,104$1,871,084 ▲1,011.3%12,5021.3%ETFNVDANVIDIA$1,954,494$480,290 ▲32.6%12,3711.2%Computer and TechnologyAMZNAmazon.com$1,709,267$531,143 ▼-23.7%7,7911.1%Retail/WholesaleVUGVanguard Growth ETF$1,649,633$744,373 ▲82.2%3,7631.0%ETFMSFTMicrosoft$1,608,342$17,412 ▼-1.1%3,2331.0%Computer and TechnologyCRMSalesforce$1,589,190$1,445,759 ▲1,008.0%5,8281.0%Computer and TechnologyAAPLApple$1,392,521$28,724 ▼-2.0%6,7870.9%Computer and TechnologyGOOGLAlphabet$1,387,746$1,220,688 ▲730.7%7,8750.9%Computer and TechnologyMETAMeta Platforms$1,233,664$634,182 ▲105.8%1,6710.8%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$1,209,841$1,130,998 ▲1,434.5%41,1090.7%ETFVTVVanguard Value ETF$1,173,023$2,298 ▼-0.2%6,6370.7%ETFARK 21SHARES BITCOIN ETF$1,136,297$775,426 ▲214.9%31,7490.7%UIT EXCHANGE TRADEDSPGSimon Property Group$964,882$643,362 ▲200.1%6,0020.6%FinanceSPYSPDR S&P 500 ETF Trust$934,189$224,280 ▲31.6%1,5120.6%FinanceVUGVanguard Growth ETF$883,814$21,482 ▼-2.4%2,0160.5%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$874,358$258,466 ▲42.0%23,0340.5%ETFFBKFB Financial$860,7000.0%19,0000.5%FinanceTSLATesla$783,667$146,441 ▲23.0%2,4670.5%Auto/Tires/TrucksMETAMeta Platforms$770,566$171,237 ▲28.6%1,0440.5%Computer and TechnologyBRK.ABerkshire Hathaway$728,8000.0%10.4%FinanceVOTVanguard Mid-Cap Growth ETF$714,234$576,280 ▲417.7%2,5110.4%ETFSPYSPDR S&P 500 ETF Trust$710,0720.0%1,1490.4%FinanceVBRVanguard Small-Cap Value ETF$693,940$657,273 ▲1,792.6%3,5580.4%ETFSYBTStock Yards Bancorp$652,6910.0%8,2640.4%FinanceABAllianceBernstein$614,9410.0%15,0610.4%FinanceHEFAiShares Currency Hedged MSCI EAFE ETF$608,081$7,820 ▼-1.3%16,0190.4%ETFFHNFirst Horizon$556,585$39,898 ▲7.7%26,2540.3%FinanceKKRKKR & Co. Inc.$532,1200.0%4,0000.3%FinanceMRKMerck & Co., Inc.$523,485$390,417 ▲293.4%6,6130.3%MedicalFHNFirst Horizon$516,745$64 ▲0.0%24,3750.3%FinanceKOCocaCola$497,019$412,119 ▲485.4%7,0250.3%Consumer StaplesWFCWells Fargo & Company$492,738$488,732 ▲12,200.0%6,1500.3%FinanceGLDSPDR Gold Shares$492,300$477,059 ▲3,130.0%1,6150.3%FinanceFIDELITY WISE ORIGIN BITCOIN FUND$492,1320.0%5,2360.3%UIT EXCHANGE TRADEDNOWServiceNow$483,198$472,917 ▲4,600.0%4700.3%Computer and TechnologyCRWDCrowdStrike$479,261$467,547 ▲3,991.3%9410.3%Computer and TechnologyOWLBlue Owl Capital$476,581$329,240 ▲223.5%24,8090.3%FinanceMSMorgan Stanley$463,429$455,259 ▲5,572.4%3,2900.3%FinanceHEEMiShares Currency Hedged MSCI Emerging Markets ETF$444,598$368,637 ▲485.3%14,7730.3%ETFEFAiShares MSCI EAFE ETF$437,263$250,899 ▲134.6%4,8920.3%FinanceISHARES BITCOIN ETF$432,5710.0%7,0670.3%UIT EXCHANGE TRADEDPGRProgressive$431,513$801 ▲0.2%1,6170.3%FinanceIVWiShares S&P 500 Growth ETF$429,830$364,981 ▲562.8%3,9040.3%ETFNUVEEN GLOBAL CITIES REIT INC CLASS I$427,012$427,012 ▲New Holding37,1320.3%REAL ESTATE INVESTMEXLFFinancial Select Sector SPDR Fund$425,978$212,989 ▲100.0%8,1340.3%ETFRTXRTX$420,830$2,482 ▲0.6%2,8820.3%AerospaceHUBSHubSpot$417,473$417,473 ▲New Holding7500.3%Computer and TechnologyOHIOmega Healthcare Investors$414,7680.0%11,3170.3%FinanceSSBSouthState$413,1230.0%4,4890.3%FinanceCHDNChurchill Downs$412,0800.0%4,0800.3%Consumer DiscretionaryMPCMarathon Petroleum$403,647$332 ▲0.1%2,4300.2%EnergyDEDeere & Company$393,571$153,564 ▲64.0%7740.2%IndustrialsVYMVanguard High Dividend Yield ETF$384,999$2,000 ▼-0.5%2,8880.2%ETFPNCThe PNC Financial Services Group$372,840$70,840 ▲23.5%2,0000.2%FinanceMSTRMicroStrategy$368,254$157,650 ▼-30.0%9110.2%Computer and TechnologyCEGConstellation Energy$344,565$645 ▲0.2%1,0680.2%EnergyMCDMcDonald's$323,140$307,363 ▲1,948.1%1,1060.2%Retail/WholesaleSPGSimon Property Group$321,5200.0%2,0000.2%FinanceUNPUnion Pacific$317,740$273,565 ▲619.3%1,3810.2%TransportationAVGOBroadcom$312,036$284,195 ▲1,020.8%1,1320.2%Computer and TechnologyBRK.BBerkshire Hathaway$308,950$248,229 ▲408.8%6360.2%FinanceVBKVanguard Small-Cap Growth ETF$305,334$257,167 ▲533.9%1,1030.2%ETFPNCThe PNC Financial Services Group$301,628$373 ▼-0.1%1,6180.2%FinanceJPMJPMorgan Chase & Co.$296,288$85,523 ▲40.6%1,0220.2%FinanceTTTrane Technologies$295,6890.0%6760.2%ConstructionSCZiShares MSCI EAFE Small-Cap ETF$295,2990.0%4,0630.2%ETFABTAbbott Laboratories$284,669$190,278 ▲201.6%2,0930.2%MedicalSCHVSchwab U.S. Large-Cap Value ETF$269,755$72,274 ▲36.6%9,7490.2%ETFOBDCBlue Owl Capital$266,785$2,051 ▲0.8%18,6040.2%FinanceSNOWSnowflake$258,678$1,119 ▲0.4%1,1560.2%Computer and TechnologySCHFSchwab International Equity ETF$257,598$106,699 ▲70.7%11,6560.2%ETFAEMAgnico Eagle Mines$246,7800.0%2,0750.2%Basic MaterialsNSCNorfolk Southern$246,241$512 ▼-0.2%9620.2%TransportationVGKVanguard FTSE Europe ETF$240,095$4,883 ▼-2.0%3,0980.1%ETFDEDeere & Company$240,0070.0%4720.1%IndustrialsUSBU.S. Bancorp$237,472$1,448 ▼-0.6%5,2480.1%FinanceVOOVanguard S&P 500 ETF$236,300$232,892 ▲6,833.3%4160.1%ETFNEMNewmont$232,341$25,052 ▼-9.7%3,9880.1%Basic MaterialsORCLOracle$219,915$185,376 ▲536.7%1,0060.1%Computer and TechnologyAPHAmphenol$219,2250.0%2,2200.1%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$213,251$262 ▲0.1%4,0720.1%ETFAPOApollo Global Management$212,805$210,109 ▲7,794.7%1,5000.1%FinanceJPMJPMorgan Chase & Co.$210,7650.0%7270.1%FinanceEEMiShares MSCI Emerging Markets ETF$209,118$122,721 ▲142.0%4,3350.1%FinanceSCHVSchwab U.S. Large-Cap Value ETF$194,382$3,099 ▼-1.6%7,0250.1%ETFDFAUDimensional US Core Equity Market ETF$193,4580.0%4,5670.1%ETFCARRCarrier Global$192,9290.0%2,6360.1%ConstructionIJJiShares S&P Mid-Cap 400 Value ETF$191,796$76,372 ▲66.2%1,5520.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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