WPA
Wealth Preservation Advisors Portfolio holdings
AUM
$172M
1 Year Est. Return
–
AUM
$172M
AUM Growth
+$9.67M
(+6%)
Holding
626
Top Buys
| 1 | +$1.2M | |
| 2 | +$699K | |
| 3 | +$195K | |
| 4 |
Pinnacle Financial Partners
PNFP
|
+$188K |
| 5 |
AbbVie
ABBV
|
+$164K |
Top Sells
| 1 | +$2.01M | |
| 2 | +$1.24M | |
| 3 | +$889K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$789K |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$459K |
Sector Composition
| 1 | Technology | 32.06% |
| 2 | Communication Services | 18.59% |
| 3 | Financials | 12.76% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 1.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Travelers Companies
TRV
$64.3B
| – | – |
-65
|
|
||
552
Tyson Foods
TSN
$20.9B
| – | – |
-125
|
|
||
553
TotalEnergies
TTE
$141B
| – | – |
-95
|
|
||
554
Vale
VALE
$54.5B
| – | – |
-158
|
|
||
555
Valero Energy
VLO
$51.1B
| – | – |
-110
|
|
||
|
MSTU
556
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$415M
| – | – |
-22,000
|
|
||
|
MKFG
557
DELISTED
Markforged Holding Corporation
MKFG
| $0 | ﹤0.01% |
16
|
|
||
|
AMPE
558
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
| $0 | ﹤0.01% |
6
|
|
||
|
RIBT
559
DELISTED
RiceBran Technologies
RIBT
| $0 | ﹤0.01% |
1
|
|
||
|
RAL
560
Ralliant Corp
RAL
$5.74B
| – | – |
-10
|
|