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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FLEX LTD.
Shares:79
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$58.5M)
Apollo Global Management, Inc.
Shares:19
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$58.5M)
Discover Financial Services
Shares:15
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$58.5M)
NORTHROP GRUMMAN CORP /DE/
Shares:5
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$58.5M)
922042718
Shares:22
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$58.5M)
92838X805
Shares:196
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$58.5M)
Nutrien Ltd.
Shares:51
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$58.5M)
JACOBS SOLUTIONS INC.
Shares:20
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$58.5M)
GENUINE PARTS CO
Shares:20
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$58.5M)
921932828
Shares:24
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$58.5M)
92206C714
Shares:28
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$58.5M)
Keysight Technologies, Inc.
Shares:15
Value:$2.2K
% of Portfolio:0.0% ($2.2K/$58.5M)
Warner Music Group Corp.
Shares:71
Value:$2.2K
% of Portfolio:0.0% ($2.2K/$58.5M)
Warner Bros. Discovery, Inc.
Shares:207
Value:$2.2K
% of Portfolio:0.0% ($2.2K/$58.5M)
Fortive Corp
Shares:30
Value:$2.2K
% of Portfolio:0.0% ($2.2K/$58.5M)
AUTONATION, INC.
Shares:13
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$58.5M)
Phillips 66
Shares:17
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$58.5M)
PINNACLE WEST CAPITAL CORP
Shares:22
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$58.5M)
Butterfly Network, Inc.
Shares:919
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$58.5M)
CNA FINANCIAL CORP
Shares:41
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$58.5M)