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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LPL Financial Holdings Inc.
Shares:11
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$58.5M)
Kenvue Inc.
Shares:150
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$58.5M)
Aon plc
Shares:9
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$58.5M)
WELLS FARGO & COMPANY/MN
Shares:50
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$58.5M)
NorthWestern Energy Group, Inc.
Shares:61
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$58.5M)
WELLTOWER INC.
Shares:23
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$58.5M)
07012B403
Shares:30.0K
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$58.5M)
AVNET INC
Shares:73
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$58.5M)
HASBRO, INC.
Shares:57
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$58.5M)
AMERICAN ELECTRIC POWER CO INC
Shares:32
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$58.5M)
UL Solutions Inc.
Shares:62
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$58.5M)
CORPAY, INC.
Shares:10
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$58.5M)
Elevance Health, Inc.
Shares:8
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$58.5M)
Osisko Development Corp.
Shares:2.3K
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$58.5M)
674599162
Shares:125
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$58.5M)
25400Q105
Shares:177
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$58.5M)
CORNING INC /NY
Shares:75
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$58.5M)
Palo Alto Networks Inc
Shares:20
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$58.5M)
FIRSTENERGY CORP
Shares:84
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$58.5M)
HUNTINGTON BANCSHARES INC /MD/
Shares:222
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$58.5M)