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:
Search and click to pin securities to the top
Page 20 of 29
US Foods Holding Corp.
Shares:62
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$58.5M)
GE HealthCare Technologies Inc.
Shares:50
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$58.5M)
69349H107
Shares:75
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$58.5M)
808524672
Shares:158
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$58.5M)
MSC INDUSTRIAL DIRECT CO INC
Shares:51
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$58.5M)
IRON MOUNTAIN INC
Shares:46
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$58.5M)
808524797
Shares:141
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$58.5M)
CRH PUBLIC LTD CO
Shares:44
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$58.5M)
DIGITAL REALTY TRUST, INC.
Shares:27
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$58.5M)
Diamondback Energy, Inc.
Shares:24
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$58.5M)
AUTOZONE INC
Shares:1
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$58.5M)
MICROCHIP TECHNOLOGY INC
Shares:78
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$58.5M)
AMERICAN EXPRESS CO
Shares:14
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$58.5M)
829658202
Shares:196
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$58.5M)
Vulcan Materials CO
Shares:16
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$58.5M)
Shares:52
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$58.5M)
KINROSS GOLD CORP
Shares:294
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$58.5M)
91201T102
Shares:57
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$58.5M)
NEWELL BRANDS INC.
Shares:589
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$58.5M)
Vertiv Holdings Co
Shares:50
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$58.5M)