Wealth Preservation Advisors, LLC
Q1 2025 13F Holdings
- Locationchattanooga, TN
- Num holdings
684
- Value ($000)
$139,943
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001968434
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMZN AMAZON.COM INC | COMMON STOCK | 023135106 | $14.54M | 10 % | 76,426 | ||
NVDA NVIDIA CORP | COMMON STOCK | 67066G104 | $9.13M | 7 % | 84,201 | ||
GOOG ALPHABET INCORPORATED CAP STK CLASS C | COMMON | 02079K107 | $8.73M | 6 % | 55,906 | ||
PEBO PEOPLES BANCORP INCORPORATED | COMMON | 709789101 | $8.27M | 6 % | 278,803 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $7.86M | 6 % | 20,948 | ||
UBER UBER TECHNOLOGIES INC | COMMON STOCK | 90353T100 | $7.15M | 5 % | 98,102 | ||
GOOG ALPHABET INC CLASS C | COMMON STOCK | 02079K107 | $7.11M | 5 % | 45,500 | ||
AAPL APPLE INC | COMMON STOCK | 037833100 | $6.60M | 5 % | 29,728 | ||
VTV VANGUARD VALUE ETF | UIT EXCHANGE TRADED | 922908744 | $3.22M | 2 % | 18,633 | ||
OBDC BLUE OWL CAP CORP | COMMON STOCK | 69121K104 | $2.62M | 2 % | 178,574 |
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