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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ONEOK INC /NEW/
Shares:18
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$58.5M)
Energy Transfer LP
Shares:96
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$58.5M)
TELUS CORP
Shares:124
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$58.5M)
Arthur J. Gallagher & Co.
Shares:5
Value:$1.7K
% of Portfolio:0.0% ($1.7K/$58.5M)
Smurfit Westrock plc
Shares:38
Value:$1.7K
% of Portfolio:0.0% ($1.7K/$58.5M)
FNB CORP/PA/
Shares:127
Value:$1.7K
% of Portfolio:0.0% ($1.7K/$58.5M)
QUEST DIAGNOSTICS INC
Shares:10
Value:$1.7K
% of Portfolio:0.0% ($1.7K/$58.5M)
WEBSTER FINANCIAL CORP
Shares:32
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$58.5M)
NIKE, Inc.
Shares:26
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$58.5M)
46641Q837
Shares:32
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$58.5M)
EAST WEST BANCORP INC
Shares:18
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$58.5M)
CANADIAN NATURAL RESOURCES LTD
Shares:52
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$58.5M)
Arista Networks, Inc.
Shares:20
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$58.5M)
74347Y888
Shares:57
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$58.5M)
878742204
Shares:42
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$58.5M)
TRINITY INDUSTRIES INC
Shares:53
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$58.5M)
Roblox Corp
Shares:25
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$58.5M)
747262301
Shares:144
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$58.5M)
United Airlines Holdings, Inc.
Shares:21
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$58.5M)
TRIMBLE INC.
Shares:22
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$58.5M)