Wealth Preservation Advisors, LLC Top Holdings and 13F Report (2025) About Wealth Preservation Advisors, LLCInvestment ActivityWealth Preservation Advisors, LLC has $139.94 million in total holdings as of March 31, 2025.Wealth Preservation Advisors, LLC owns shares of 684 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Largest Holdings Amazon.com $14,540,811NVIDIA $9,125,757Alphabet $8,734,194Peoples Bancorp $8,269,297Microsoft $7,863,614 Sector AllocationMap of 500 Largest Holdings ofWealth Preservation Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAMZNAmazon.com$14,540,81176,42610.4%Retail/WholesaleNVDANVIDIA$9,125,75784,2016.5%Computer and TechnologyGOOGAlphabet$8,734,19455,9066.2%Computer and TechnologyPEBOPeoples Bancorp$8,269,297278,8035.9%FinanceMSFTMicrosoft$7,863,61420,9485.6%Computer and TechnologyUBERUber Technologies$7,147,71298,1025.1%Computer and TechnologyGOOGAlphabet$7,108,46545,5005.1%Computer and TechnologyAAPLApple$6,603,53229,7284.7%Computer and TechnologyVTVVanguard Value ETF$3,218,59018,6332.3%ETFOBDCBlue Owl Capital$2,617,900178,5741.9%FinanceVOEVanguard Mid-Cap Value ETF$1,960,21812,2101.4%ETFAMZNAmazon.com$1,942,93510,2121.4%Retail/WholesaleNFLXNetflix$1,867,8582,0031.3%Consumer DiscretionaryUBERUber Technologies$1,842,70225,2911.3%Computer and TechnologyCRMSalesforce$1,561,4995,8191.1%Computer and TechnologyAAPLApple$1,538,7276,9271.1%Computer and TechnologyVUGVanguard Growth ETF$1,397,9363,7701.0%ETFDFSVDimensional US Small Cap Value ETF$1,265,04244,9390.9%ETFGOOGLAlphabet$1,234,5937,9840.9%Computer and TechnologyMSFTMicrosoft$1,226,9303,2680.9%Computer and TechnologyVTVVanguard Value ETF$1,148,7216,6500.8%ETFNVDANVIDIA$1,011,2949,3310.7%Computer and TechnologySPGSimon Property Group$996,8126,0020.7%FinanceFBKFB Financial$880,84019,0000.6%FinanceSPYSPDR S&P 500 ETF Trust$845,7981,5120.6%FinanceHEFAiShares Currency Hedged MSCI EAFE ETF$835,89123,0340.6%ETFARK 21SHARES BITCOIN ETF$828,82310,0830.6%UIT EXCHANGE TRADEDBRK.ABerkshire Hathaway$798,44210.6%FinanceVUGVanguard Growth ETF$765,7432,0650.5%ETFVBRVanguard Small-Cap Value ETF$662,9103,5580.5%ETFSPYSPDR S&P 500 ETF Trust$642,7031,1490.5%FinanceMETAMeta Platforms$607,4831,0540.4%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$606,0862,4770.4%ETFMRKMerck & Co., Inc.$593,5836,6130.4%MedicalHEFAiShares Currency Hedged MSCI EAFE ETF$588,80516,2250.4%ETFABAllianceBernstein$576,98715,0610.4%FinanceSYBTStock Yards Bancorp$570,7128,2640.4%FinanceTSLATesla$519,8752,0060.4%Auto/Tires/TrucksFHNFirst Horizon$509,85326,2540.4%FinanceKOCoca-Cola$500,9826,9950.4%Consumer StaplesOWLBlue Owl Capital$498,27524,8640.4%FinanceFHNFirst Horizon$473,30724,3720.3%FinanceMETAMeta Platforms$467,9998120.3%Computer and TechnologyGLDSPDR Gold Shares$465,3461,6150.3%FinanceKKRKKR & Co. Inc.$462,4404,0000.3%FinancePGRProgressive$456,7781,6140.3%FinanceCHDNChurchill Downs$453,1664,0800.3%Consumer DiscretionaryWFCWells Fargo & Company$441,5096,1500.3%FinanceOHIOmega Healthcare Investors$430,95111,3170.3%FinanceHEEMiShares Currency Hedged MSCI Emerging Markets ETF$422,58015,0490.3%ETFSSBSouthState$416,6694,4890.3%FinanceMSMorgan Stanley$410,2123,5160.3%FinanceXLFFinancial Select Sector SPDR Fund$405,1558,1340.3%ETFEFAiShares MSCI EAFE ETF$397,8744,8680.3%FinanceRTXRTX$379,4982,8650.3%AerospaceFIDELITY WISE ORIGIN BITCOIN FUND$376,8355,2360.3%UIT EXCHANGE TRADEDMSTRStrategy$375,0391,3010.3%Computer and TechnologyVYMVanguard High Dividend Yield ETF$374,3712,9030.3%ETFNOWServiceNow$374,1864700.3%Computer and TechnologyDEDeere & Company$363,2777740.3%IndustrialsIVWiShares S&P 500 Growth ETF$362,4083,9040.3%ETFMPCMarathon Petroleum$353,7352,4280.3%EnergyPNCThe PNC Financial Services Group$351,5402,0000.3%FinanceMCDMcDonald's$345,4811,1060.2%Retail/WholesaleBRK.BBerkshire Hathaway$338,7216360.2%FinanceSPGSimon Property Group$332,1602,0000.2%FinanceISHARES BITCOIN ETF$330,8067,0670.2%UIT EXCHANGE TRADEDUNPUnion Pacific$326,2471,3810.2%TransportationPNCThe PNC Financial Services Group$284,7471,6200.2%FinanceABTAbbott Laboratories$281,3512,1210.2%MedicalOBDCBlue Owl Capital$270,64018,4610.2%FinanceSCHVSchwab U.S. Large-Cap Value ETF$259,1289,7490.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$258,1224,0630.2%ETFVBKVanguard Small-Cap Growth ETF$257,6941,0240.2%ETFJPMJPMorgan Chase & Co.$251,4331,0250.2%FinanceSCHFSchwab International Equity ETF$230,55611,6560.2%ETFNSCNorfolk Southern$228,2359640.2%TransportationTTTrane Technologies$227,7586760.2%ConstructionAEMAgnico Eagle Mines$224,9512,0750.2%Basic MaterialsUSBU.S. Bancorp$222,9225,2800.2%FinanceVGKVanguard FTSE Europe ETF$221,9343,1610.2%ETFDEDeere & Company$221,5334720.2%IndustrialsUNHUnitedHealth Group$217,8804160.2%MedicalCEGConstellation Energy$214,9661,0660.2%EnergyNEMNewmont$213,3014,4180.2%Basic MaterialsXLFFinancial Select Sector SPDR Fund$202,5774,0670.1%ETFPPLPPL$197,8025,4780.1%UtilitiesAVGOBroadcom$193,8841,1580.1%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$189,7017,1370.1%ETFEEMiShares MSCI Emerging Markets ETF$189,4374,3350.1%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$186,1801,5550.1%ETFCHKPCheck Point Software Technologies$183,9318070.1%Computer and TechnologyVVisa$182,9405220.1%Business ServicesSHViShares Short Treasury Bond ETF$181,4861,6430.1%ETFVOEVanguard Mid-Cap Value ETF$180,6081,1250.1%ETFJPMJPMorgan Chase & Co.$178,3337270.1%FinanceDXJWisdomTree Japan Hedged Equity Fund$177,3901,6100.1%FinanceACNAccenture$176,3035650.1%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$175,5554,5670.1%ETFYUMYum! Brands$173,0961,1000.1%Retail/WholesaleShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
