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WPA
Wealth Preservation Advisors Portfolio holdings
AUM
$120M
1-Year Est. Return
29%
This Fund
S&P 500
This Quarter
Est. Return
-6.12%
1 Year Est. Return
+29%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow
% of AUM
107.86%
Top 10 Holdings %
Top 10 Hldgs %
61.74%
Holding
562
New
561
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$18.8M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$18.6M |
| 3 |
NVIDIA
NVDA
|
+$11.9M |
| 4 |
Microsoft
MSFT
|
+$9.87M |
| 5 |
Uber
UBER
|
+$8.89M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.3% |
| 2 | Financials | 15.42% |
| 3 | Communication Services | 14.73% |
| 4 | Consumer Discretionary | 13.42% |
| 5 | Industrials | 1.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PPL
76
PPL Corp
PPL
$26.9B
| $204K | 0.15% |
+5,638
| New | +$191K |
|
77
Visa
V
$677B
| $200K | 0.14% |
+570
| New | +$193K |
|
78
Hershey
HSY
$37.3B
| $198K | 0.14% |
+1,158
| New | +$190K |
|
79
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $195K | 0.14% |
+3,347
| New | +$208K |
|
80
Check Point Software Technologies
CHKP
$14.3B
| $184K | 0.13% |
+807
| New | +$171K |
|
81
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
| $181K | 0.13% |
+1,643
| New | +$181K |
|
82
Lowe's Companies
LOW
$121B
| $177K | 0.13% |
+761
| New | +$187K |
|
83
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.6B
| $177K | 0.13% |
+2,131
| New | +$192K |
|
84
WisdomTree Japan Hedged Equity Fund
DXJ
$7.07B
| $177K | 0.13% |
+1,610
| New | +$177K |
|
85
Accenture
ACN
$106B
| $176K | 0.13% |
+565
| New | +$200K |
|
86
Dimensional US Core Equity Market ETF
DFAU
$12.1B
| $176K | 0.13% |
+4,567
| New | +$185K |
|
87
Walmart Inc
WMT
$909B
| $175K | 0.12% |
+1,989
| New | +$187K |
|
88
Snowflake
SNOW
$98.1B
| $168K | 0.12% |
+1,151
| New | +$195K |
|
89
Carrier Global
CARR
$49.4B
| $167K | 0.12% |
+2,636
| New | +$175K |
|
90
Duke Energy
DUK
$101B
| $163K | 0.12% |
+1,338
| New | +$153K |
|
91
Oracle
ORCL
$339B
| $162K | 0.12% |
+1,160
| New | +$189K |
|
92
Exelon
EXC
$48.1B
| $161K | 0.11% |
+3,489
| New | +$146K |
|
93
Procter & Gamble
PG
$340B
| $156K | 0.11% |
+917
| New | +$154K |
|
94
Linde
LIN
$236B
| $155K | 0.11% |
+333
| New | +$150K |
|
95
Prudential Financial
PRU
$42.6B
| $148K | 0.11% |
+1,325
| New | +$151K |
|
96
Bristol-Myers Squibb
BMY
$129B
| $147K | 0.11% |
+2,417
| New | +$141K |
|
97
Amphenol
APH
$185B
| $146K | 0.1% |
+2,220
| New | +$151K |
|
98
Motorola Solutions
MSI
$72.1B
| $141K | 0.1% |
+321
| New | +$143K |
|
99
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
| $140K | 0.1% |
+333
| New | +$144K |
|
100
Apollo Global Management
APO
$69B
| $140K | 0.1% |
+1,019
| New | +$157K |
|
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Wealth Preservation Advisors's Q1 2025 Portfolio in Review
Q1 2025 is the first quarter with a 13F filing on record for Wealth Preservation Advisors, which disclosed 562 positions worth $140M. Its ten largest holdings account for 62% of the portfolio.
Its largest position is Amazon: 86,638 shares worth $16.5M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, followed by Financials and Communication Services.
- Wealth Preservation Advisors's largest Q1 2025 buy was Amazon: 86,638 shares worth $16.5M.
- Wealth Preservation Advisors's ten largest holdings make up 62% of its $140M portfolio in Q1 2025.
- Wealth Preservation Advisors disclosed 562 positions in Q1 2025, its first 13F filing on record.
Based on Wealth Preservation Advisors's 13F filing for Q1 2025, filed 14 May 2025.