Wealth Preservation Advisors, LLC
CIK Number: 0001968434
Main Sectors:
Top Industries:
Filing Date: Aug 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc... | 222.41 | +0.81% | 85.22K | -1.63% | 18.7M | 190.26 | 11.53% | Share |
| 2 | GOOG | Alphabet Inc. | 246.43 | +0.36% | 101.41K | 0.00% | 17.99M | 156.23 | 11.09% | Share |
| 3 | NVDA | NVIDIA Corporat... | 188.89 | +0.88% | 101.12K | +8.11% | 15.98M | 112.1 | 9.85% | Share |
| 4 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 24.21K | -0.02% | 12.04M | 375.39 | 7.42% | Share |
| 5 | UBER | Uber Technologi... | 96.58 | -0.03% | 124K | +0.49% | 11.57M | 72.96 | 7.13% | Share |
| 6 | PEBO | Peoples Bancorp... | 29.69 | -0.17% | 279.62K | 0.00% | 8.54M | 29.66 | 5.27% | Share |
| 7 | AAPL | Apple Inc. | 257.13 | +0.66% | 36.55K | -0.29% | 7.5M | 222.13 | 4.62% | Share |
| 8 | VTV | Vanguard Value ... | 186.55 | -0.17% | 25.67K | +1.51% | 4.54M | 172.8 | 2.80% | Share |
| 9 | OBDC | Blue Owl Capita... | 12.73 | +1.80% | 199.66K | +1.33% | 2.86M | 14.66 | 1.77% | Share |
| 10 | NFLX | Netflix, Inc. | 1162.53 | -0.71% | 2.04K | 0.00% | 2.73M | 932.53 | 1.68% | Share |
| 11 | VUG | Vanguard Growth... | 483.23 | +0.28% | 5.78K | -0.96% | 2.53M | 370.82 | 1.56% | Share |
| 12 | VOE | Vanguard Mid-Ca... | 174.34 | +0.11% | 13.63K | +2.19% | 2.24M | 160.62 | 1.38% | Share |
| 13 | META | Meta Platforms,... | 727.05 | +1.35% | 2.71K | +45.50% | 2M | 626.93 | 1.24% | Share |
| 14 | CRM | Salesforce, Inc... | 238.80 | +1.32% | 6.37K | +0.32% | 1.74M | 268.37 | 1.07% | Share |
| 15 | SPY | SPDR S&P 500 ET... | 669.16 | +0.11% | 2.66K | 0.00% | 1.64M | 559.39 | 1.01% | Share |
| 16 | GOOGL | Alphabet Inc. | 245.69 | +0.32% | 8.85K | -0.87% | 1.56M | 154.64 | 0.96% | Share |
| 17 | HEFA | iShares Currenc... | 40.01 | +0.38% | 39.05K | -0.52% | 1.48M | 36.29 | 0.91% | Share |
| 18 | DFSV | Dimensional US ... | 32.02 | -0.02% | 43.79K | -8.04% | 1.29M | 28.15 | 0.79% | Share |
| 19 | SPG | Simon Property ... | 185.04 | -0.39% | 8K | 0.00% | 1.29M | 166.08 | 0.79% | Share |
| 20 | ARKB | ARK 21Shares Bi... | 40.22 | +2.98% | 31.75K | +214.88% | 1.14M | 50.53 | 0.70% | Share |
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