Wealth Preservation Advisors, LLC

Q2 2025 13F Holdings

  • Location
    chattanooga, TN
  • Num holdings

    714

  • Value ($000)

    $162,191

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001968434
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMZN
AMZN

AMAZON.COM INC

COMMON STOCK
023135106
$16.99M
11 %

77,432

NVDA
NVDA

NVIDIA CORP

COMMON STOCK
67066G104
$14.02M
9 %

88,751

MSFT
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$10.43M
6 %

20,977

GOOG
GOOG

ALPHABET INCORPORATED CAP STK CLASS C

COMMON
02079K107
$9.92M
6 %

55,906

UBER
UBER

UBER TECHNOLOGIES INC

COMMON STOCK
90353T100
$9.16M
6 %

98,136

PEBO
PEBO

PEOPLES BANCORP INCORPORATED

COMMON
709789101
$8.51M
5 %

278,803

GOOG
GOOG

ALPHABET INC CLASS C

COMMON STOCK
02079K107
$8.07M
5 %

45,500

AAPL
AAPL

APPLE INC

COMMON STOCK
037833100
$6.11M
4 %

29,763

VTV
VTV

VANGUARD VALUE ETF

UIT EXCHANGE TRADED
922908744
$3.36M
2 %

19,029

NFLX
NFLX

NETFLIX INC

COMMON STOCK
64110L106
$2.68M
2 %

2,003

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