Wealth-Preservation-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
562
Total Value
58484130
Accession Number
0001968434-25-000002
Form Type
13F-HR
Manager Name
Wealth-Preservation-Advisors
Data Enrichment
83% identified
467 identified95 unidentified

Holdings

562 positions • $58.5M total value
Manager:
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Page 15 of 29
Sunrise Realty Trust, Inc.
Shares:968
Value:$10.7K
% of Portfolio:0.0% ($10.7K/$58.5M)
92204A504
Shares:40
Value:$10.6K
% of Portfolio:0.0% ($10.6K/$58.5M)
B&G Foods, Inc.
Shares:1.5K
Value:$10.4K
% of Portfolio:0.0% ($10.4K/$58.5M)
CISCO SYSTEMS, INC.
Shares:166
Value:$10.2K
% of Portfolio:0.0% ($10.2K/$58.5M)
CITIZENS FINANCIAL GROUP INC/RI
Shares:250
Value:$10.2K
% of Portfolio:0.0% ($10.2K/$58.5M)
BECTON DICKINSON & CO
Shares:44
Value:$10.1K
% of Portfolio:0.0% ($10.1K/$58.5M)
VICI PROPERTIES INC.
Shares:307
Value:$10.0K
% of Portfolio:0.0% ($10.0K/$58.5M)
92204A306
Shares:77
Value:$10.0K
% of Portfolio:0.0% ($10.0K/$58.5M)
78468R556
Shares:75
Value:$9.9K
% of Portfolio:0.0% ($9.9K/$58.5M)
DORIAN LPG LTD.
Shares:436
Value:$9.7K
% of Portfolio:0.0% ($9.7K/$58.5M)
BRISTOL MYERS SQUIBB CO
Shares:157
Value:$9.6K
% of Portfolio:0.0% ($9.6K/$58.5M)
46138E404
Shares:500
Value:$9.4K
% of Portfolio:0.0% ($9.4K/$58.5M)
ALTRIA GROUP, INC.
Shares:150
Value:$9.0K
% of Portfolio:0.0% ($9.0K/$58.5M)
DTE ENERGY CO
Shares:65
Value:$9.0K
% of Portfolio:0.0% ($9.0K/$58.5M)
TRACTOR SUPPLY CO /DE/
Shares:162
Value:$8.9K
% of Portfolio:0.0% ($8.9K/$58.5M)
86428V104
Shares:1.0K
Value:$8.9K
% of Portfolio:0.0% ($8.9K/$58.5M)
MICRON TECHNOLOGY INC
Shares:97
Value:$8.4K
% of Portfolio:0.0% ($8.4K/$58.5M)
GABELLI EQUITY TRUST INC
Shares:1.5K
Value:$8.3K
% of Portfolio:0.0% ($8.3K/$58.5M)
ELI LILLY & Co
Shares:10
Value:$8.3K
% of Portfolio:0.0% ($8.3K/$58.5M)
NUVEEN FLOATING RATE INCOME FUND
Shares:965
Value:$8.2K
% of Portfolio:0.0% ($8.2K/$58.5M)