WEALTH PRESERVATION ADVISORS, LLC
WEALTH PRESERVATION ADVISORS, LLC runs WEALTH PRESERVATION ADVISORS, LLC and currently holds 1,011 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $120.40M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WEALTH PRESERVATION ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WEALTH PRESERVATION ADVISORS, LLC's portfolio at WEALTH PRESERVATION ADVISORS, LLC has delivered returns of +19.62%. Their 3-year annualized return is +19.62%. Looking at the 5-year horizon, WEALTH PRESERVATION ADVISORS, LLC has achieved +19.62% annualized returns at WEALTH PRESERVATION ADVISORS, LLC.
Portfolio Value
$120.40M
Alpha Score
17.1
#0 of 1000
Holdings
1,011
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|