WEALTH PRESERVATION ADVISORS, LLC 13F Portfolio
WEALTH PRESERVATION ADVISORS, LLC runs WEALTH PRESERVATION ADVISORS, LLC and currently holds 88 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $175.42M. Their top holdings are GOOG, NVDA, AMZN, MSFT, AAPL. The top five represent 55.6% of reported portfolio weight. WEALTH PRESERVATION ADVISORS, LLC ranks #777 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WEALTH PRESERVATION ADVISORS, LLC initiated 1 new position. They added to 47 existing positions. They trimmed 13 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$175.42M
Alpha Score
29.0
#777 of 1000
Holdings
88
WEALTH PRESERVATION ADVISORS, LLC Current 13F Holdings
Reported holdings from WEALTH PRESERVATION ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
88 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOG ALPHABET INCORPORATED CAP STK CLASS C | 20.11% | $263.13 | $347.86 | +32.20% | Added +118.50% |
 NVDA NVIDIA CORPORATION | 12.67% | $132.78 | $229.28 | +72.68% | Added +26.23% |
 AMZN AMAZON COM INCORPORATED | 10.81% | $194.59 | $262.43 | +34.86% | Added +9.89% |
 MSFT MICROSOFT CORPORATION | 6.10% | $375.09 | $535.07 | +42.65% | Added +26.13% |
 AAPL APPLE INCORPORATED | 5.94% | $235.58 | $336.68 | +42.92% | Added +24.60% |
 PEBO PEOPLES BANCORP INCORPORATED | 5.67% | $38.41 | $35.80 | -6.80% | Added +100.00% |
 VTV VANGUARD VALUE ETF | 4.57% | $188.85 | $220.54 | +16.78% | Added +48.33% |
 VUG VANGUARD GROWTH ETF | 2.21% | $72.71 | $91.99 | +26.52% | Added +967.83% |
 VOE VANGUARD MID-CAP VALUE ETF | 1.85% | $166.34 | $202.26 | +21.59% | Added +13.91% |
 GOOGL ALPHABET INCORPORATED CAP STK CLASS A | 1.73% | $184.72 | $351.66 | +90.37% | Added +16.47% |
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