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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EQUINIX INC
Shares:10
Value:$8.2K
% of Portfolio:0.0% ($8.2K/$58.5M)
Restaurant Brands International Inc.
Shares:122
Value:$8.1K
% of Portfolio:0.0% ($8.1K/$58.5M)
CrowdStrike Holdings, Inc.
Shares:23
Value:$8.1K
% of Portfolio:0.0% ($8.1K/$58.5M)
CENTERPOINT ENERGY INC
Shares:223
Value:$8.1K
% of Portfolio:0.0% ($8.1K/$58.5M)
TYSON FOODS, INC.
Shares:125
Value:$8.0K
% of Portfolio:0.0% ($8.0K/$58.5M)
KROGER CO
Shares:116
Value:$7.9K
% of Portfolio:0.0% ($7.9K/$58.5M)
AMERICAN TOWER CORP /MA/
Shares:36
Value:$7.8K
% of Portfolio:0.0% ($7.8K/$58.5M)
AMGEN INC
Shares:25
Value:$7.8K
% of Portfolio:0.0% ($7.8K/$58.5M)
UNITED PARCEL SERVICE INC
Shares:70
Value:$7.7K
% of Portfolio:0.0% ($7.7K/$58.5M)
DNP SELECT INCOME FUND INC
Shares:774
Value:$7.7K
% of Portfolio:0.0% ($7.7K/$58.5M)
83419D201
Shares:2.3K
Value:$7.6K
% of Portfolio:0.0% ($7.6K/$58.5M)
CHIPOTLE MEXICAN GRILL INC
Shares:150
Value:$7.5K
% of Portfolio:0.0% ($7.5K/$58.5M)
COCA-COLA EUROPACIFIC PARTNERS plc
Shares:86
Value:$7.5K
% of Portfolio:0.0% ($7.5K/$58.5M)
464288414
Shares:70
Value:$7.4K
% of Portfolio:0.0% ($7.4K/$58.5M)
ICAHN ENTERPRISES L.P.
Shares:811
Value:$7.3K
% of Portfolio:0.0% ($7.3K/$58.5M)
Ferrari N.V.
Shares:17
Value:$7.3K
% of Portfolio:0.0% ($7.3K/$58.5M)
BlackRock Enhanced International Dividend Trust
Shares:1.3K
Value:$7.2K
% of Portfolio:0.0% ($7.2K/$58.5M)
46137V621
Shares:500
Value:$7.1K
% of Portfolio:0.0% ($7.1K/$58.5M)
TARGET CORP
Shares:68
Value:$7.1K
% of Portfolio:0.0% ($7.1K/$58.5M)
AXIS CAPITAL HOLDINGS LTD
Shares:70
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$58.5M)