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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Intercontinental Exchange, Inc.
Shares:8
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$58.5M)
CROWN CASTLE INC.
Shares:13
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$58.5M)
EDISON INTERNATIONAL
Shares:23
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$58.5M)
Leidos Holdings, Inc.
Shares:10
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$58.5M)
CBRE GROUP, INC.
Shares:10
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$58.5M)
Allegion plc
Shares:10
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$58.5M)
INTERPUBLIC GROUP OF COMPANIES, INC.
Shares:48
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$58.5M)
KBR, INC.
Shares:26
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$58.5M)
CBL & ASSOCIATES PROPERTIES INC
Shares:48
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$58.5M)
UNITED RENTALS, INC.
Shares:2
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$58.5M)
BIOGEN INC.
Shares:9
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$58.5M)
COLGATE PALMOLIVE CO
Shares:13
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$58.5M)
Q7264T252
Shares:336
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$58.5M)
CENTENE CORP
Shares:17
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$58.5M)
WATSCO INC
Shares:2
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$58.5M)
NRG ENERGY, INC.
Shares:10
Value:$955
% of Portfolio:0.0% ($955/$58.5M)
INVESCO QQQ TRUST, SERIES 1
Shares:2
Value:$938
% of Portfolio:0.0% ($938/$58.5M)
C. H. ROBINSON WORLDWIDE, INC.
Shares:9
Value:$922
% of Portfolio:0.0% ($922/$58.5M)
Verisk Analytics, Inc.
Shares:3
Value:$893
% of Portfolio:0.0% ($893/$58.5M)
BERKLEY W R CORP
Shares:12
Value:$854
% of Portfolio:0.0% ($854/$58.5M)