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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LAM RESEARCH CORP
Shares:96
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$58.5M)
StoneX Group Inc.
Shares:91
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$58.5M)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Shares:850
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$58.5M)
81369Y506
Shares:74
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$58.5M)
38963Q107
Shares:901
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$58.5M)
BOEING CO
Shares:40
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$58.5M)
KLA CORP
Shares:10
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$58.5M)
HONEYWELL INTERNATIONAL INC
Shares:32
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$58.5M)
MORGAN STANLEY
Shares:58
Value:$6.8K
% of Portfolio:0.0% ($6.8K/$58.5M)
COGENT COMMUNICATIONS HOLDINGS, INC.
Shares:108
Value:$6.6K
% of Portfolio:0.0% ($6.6K/$58.5M)
TripAdvisor, Inc.
Shares:463
Value:$6.6K
% of Portfolio:0.0% ($6.6K/$58.5M)
Royalty Pharma plc
Shares:210
Value:$6.5K
% of Portfolio:0.0% ($6.5K/$58.5M)
OCCIDENTAL PETROLEUM CORP /DE/
Shares:130
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$58.5M)
Nuveen Preferred & Income Opportunities Fund
Shares:805
Value:$6.4K
% of Portfolio:0.0% ($6.4K/$58.5M)
46641Q647
Shares:127
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$58.5M)
PAYCHEX INC
Shares:41
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$58.5M)
PEPSICO INC
Shares:42
Value:$6.3K
% of Portfolio:0.0% ($6.3K/$58.5M)
Kyndryl Holdings, Inc.
Shares:199
Value:$6.2K
% of Portfolio:0.0% ($6.2K/$58.5M)
LyondellBasell Industries N.V.
Shares:84
Value:$5.9K
% of Portfolio:0.0% ($5.9K/$58.5M)
Dell Technologies Inc.
Shares:64
Value:$5.8K
% of Portfolio:0.0% ($5.8K/$58.5M)