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 18 of 29
IDACORP INC
Shares:49
Value:$5.7K
% of Portfolio:0.0% ($5.7K/$58.5M)
Paycom Software, Inc.
Shares:26
Value:$5.7K
% of Portfolio:0.0% ($5.7K/$58.5M)
46434G103
Shares:104
Value:$5.6K
% of Portfolio:0.0% ($5.6K/$58.5M)
KIMBERLY CLARK CORP
Shares:39
Value:$5.5K
% of Portfolio:0.0% ($5.5K/$58.5M)
CONSOLIDATED EDISON INC
Shares:50
Value:$5.5K
% of Portfolio:0.0% ($5.5K/$58.5M)
AES CORP
Shares:444
Value:$5.5K
% of Portfolio:0.0% ($5.5K/$58.5M)
W. P. Carey Inc.
Shares:87
Value:$5.5K
% of Portfolio:0.0% ($5.5K/$58.5M)
LEGGETT & PLATT INC
Shares:686
Value:$5.4K
% of Portfolio:0.0% ($5.4K/$58.5M)
ENBRIDGE INC
Shares:122
Value:$5.4K
% of Portfolio:0.0% ($5.4K/$58.5M)
OMNICOM GROUP INC.
Shares:65
Value:$5.4K
% of Portfolio:0.0% ($5.4K/$58.5M)
METLIFE INC
Shares:66
Value:$5.3K
% of Portfolio:0.0% ($5.3K/$58.5M)
Prologis, Inc.
Shares:47
Value:$5.3K
% of Portfolio:0.0% ($5.3K/$58.5M)
Nuveen NASDAQ 100 Dynamic Overwrite Fund
Shares:221
Value:$5.2K
% of Portfolio:0.0% ($5.2K/$58.5M)
Expedia Group, Inc.
Shares:31
Value:$5.2K
% of Portfolio:0.0% ($5.2K/$58.5M)
74373P108
Shares:52.0K
Value:$5.2K
% of Portfolio:0.0% ($5.2K/$58.5M)
Coinbase Global, Inc.
Shares:30
Value:$5.2K
% of Portfolio:0.0% ($5.2K/$58.5M)
California Resources Corp
Shares:117
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$58.5M)
Baker Hughes Co
Shares:117
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$58.5M)
03073E105
Shares:18
Value:$5.0K
% of Portfolio:0.0% ($5.0K/$58.5M)
MANULIFE FINANCIAL CORP
Shares:160
Value:$5.0K
% of Portfolio:0.0% ($5.0K/$58.5M)