Wealth Preservation Advisors, LLC

CIK Number: 0001968434

162.19M

Market Value

510

# of Holdings

1 months

Avg. Holding Period

Win Rate

Peformance 3-Years

Main Sectors:

Top Industries:

Filing Date: May 14, 2025

Rank	Symbol	Name	Price	% Change	Shares	% Change Shares	Market Value	Avg. Price Paid	% Weight	Asset Type
1	AMZN	Amazon.com, Inc...	219.78	+0.75%	86.64K	+100.00%	16.48M	190.26	11.78%	Share
2	GOOG	Alphabet Inc.	247.18	+0.25%	101.41K	+100.00%	15.84M	156.23	11.32%	Share
3	NVDA	NVIDIA Corporat...	178.19	+0.28%	93.53K	+100.00%	10.14M	108.38	7.24%	Share
4	MSFT	Microsoft Corpo...	511.46	+0.87%	24.22K	+100.00%	9.09M	375.39	6.50%	Share
5	UBER	Uber Technologi...	98.44	+0.86%	123.39K	+100.00%	8.99M	72.86	6.42%	Share
6	PEBO	Peoples Bancorp...	30.42	+0.46%	279.62K	+100.00%	8.29M	29.66	5.93%	Share
7	AAPL	Apple Inc.	255.46	-0.55%	36.66K	+100.00%	8.14M	222.13	5.82%	Share
8	VTV	Vanguard Value ...	186.55	+0.82%	25.28K	+100.00%	4.37M	172.74	3.12%	Share
9	OBDC	Blue Owl Capita...	13.23	-1.01%	197.03K	+100.00%	2.89M	14.66	2.06%	Share
10	VUG	Vanguard Growth...	476.43	+0.45%	5.83K	+100.00%	2.16M	370.82	1.55%	Share
11	VOE	Vanguard Mid-Ca...	174.42	+1.24%	13.34K	+100.00%	2.14M	160.54	1.53%	Share
12	NFLX	Netflix, Inc.	1210.61	+0.20%	2.04K	+100.00%	1.9M	932.53	1.36%	Share
13	CRM	Salesforce, Inc...	243.46	+1.04%	6.34K	+100.00%	1.7M	268.36	1.22%	Share
14	SPY	SPDR S&P 500 ET...	661.75	+0.56%	2.66K	+100.00%	1.49M	559.39	1.06%	Share
15	HEFA	iShares Currenc...	39.45	+0.42%	39.26K	+100.00%	1.42M	36.29	1.02%	Share
16	GOOGL	Alphabet Inc.	246.54	+0.31%	8.93K	+100.00%	1.38M	154.64	0.99%	Share
17	DFSV	Dimensional US ...	32.09	+1.05%	47.62K	+100.00%	1.34M	28.15	0.96%	Share
18	SPG	Simon Property ...	185.43	+1.54%	8K	+100.00%	1.33M	166.08	0.95%	Share
19	META	Meta Platforms,...	743.75	-0.69%	1.87K	+100.00%	1.08M	576.36	0.77%	Share
20	FHN	First Horizon C...	22.86	+0.88%	50.63K	+100.00%	983.16K	19.42	0.70%	Share

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