Wealth Preservation Advisors, LLC Purchases in Q3 2025

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
12
+ 32.43%
$71.86 - $87.45 $862 - $1.05K
49 $4.08M
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
62
New
$20.99 - $24.89 $1.3K - $1.54K
62 $1.34M
THC
Tenet Healthcare Corp

Healthcare
6
New
$148.38 - $203.04 $890 - $1.22K
6 $1.22M
LMT
Lockheed Martin Corp

Industrials
2
+ 33.33%
$410.74 - $499.21 $821 - $998
8 $3.99M
ZURVY
Zurich Insurance Grp LTD Spons

Financial Services
32
+ 55.17%
$34.17 - $37.08 $1.09K - $1.19K
90 $3.21M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
22
+ 16.79%
$61.86 - $71.34 $1.36K - $1.57K
153 $9.81M
WDS
Woodside Energy Group LTD

Energy
72
New
$15.05 - $17.66 $1.08K - $1.27K
72 $1.08M
AAGIY
Aia Group LTD Sponsored Adr Ho

Financial Services
19
+ 13.57%
$34.77 - $39.22 $661 - $745
159 $6.1M
XOM
Exxon Mobil Corp

Energy
1
+ 0.57%
$105.83 - $117.22 $106 - $117
177 $20M
RY
Royal Bank Of Canada

Financial Services
5
+ 31.25%
$128.46 - $148.6 $642 - $743
21 $3.09M
FNF
Fidelity National Financial, Inc.

Financial Services
13
+ 30.23%
$51.22 - $61.07 $666 - $794
56 $3.39M
HUBB
Hubbell Inc

Industrials
2
+ 66.67%
$410.51 - $450.93 $821 - $902
5 $2.15M
FE
Firstenergy Corp

Utilities
10
+ 11.9%
$39.76 - $45.82 $398 - $458
94 $4.31M
OII
Oceaneering International Inc

Energy
30
+ 150.0%
$20.47 - $25.66 $614 - $770
50 $1.24M
NTR
Nutrien Ltd.

Basic Materials
12
+ 4.78%
$55.69 - $62.11 $668 - $745
263 $15.4M
PVCT
Provectus Biopharmaceuticals, Inc.

Healthcare
600
+ 1.15%
$0.06 - $0.1 $36 - $60
52.6K $4.68M
WEC
Wec Energy Group, Inc.

Utilities
5
+ 26.32%
$103.66 - $114.59 $518 - $573
24 $2.75M
NVO
Novo Nordisk A S

Healthcare
28
+ 48.28%
$45.38 - $71.7 $1.27K - $2.01K
86 $4.77M
WSO
Watsco Inc

Industrials
2
+ 100.0%
$381.94 - $489.97 $764 - $980
4 $1.62M
NVX
Novonix LTD

Industrials
80
+ 3.64%
$1.07 - $1.82 $85.6 - $146
2.28K $2.92M
CSGS
Csg Systems International Inc

Technology
11
+ 24.44%
$60.77 - $67.01 $668 - $737
56 $3.61M
HAS
Hasbro, Inc.

Consumer Cyclical
7
+ 12.28%
$73.92 - $81.85 $517 - $573
64 $4.85M
PAYC
Paycom Software, Inc.

Technology
6
+ 23.08%
$208.14 - $238.8 $1.25K - $1.43K
32 $6.66M
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 40.0%
$284.17 - $319.49 $568 - $639
7 $2.17M
NU
Nu Holdings Ltd.

Financial Services
35
New
$11.92 - $16.3 $417 - $571
35 $560K
ALIZY
Allianz Se

Financial Services
10
+ 12.35%
$38.69 - $44.12 $387 - $441
91 $3.82M
RPRX
Royalty Pharma PLC

Healthcare
20
+ 8.66%
$34.9 - $37.91 $698 - $758
251 $8.86M
SBUX
Starbucks Corp

Consumer Cyclical
17
+ 12.32%
$81.9 - $96.86 $1.39K - $1.65K
155 $13.1M
DEO
Diageo PLC

Consumer Defensive
6
+ 26.09%
$93.64 - $115.33 $562 - $692
29 $2.77M
EPD
Enterprise Products Partners L.P.

Energy
7
+ 0.84%
$30.74 - $32.14 $215 - $225
839 $26.2M
STLD
Steel Dynamics Inc

Basic Materials
3
New
N/A
3 $418K
RS
Reliance Steel & Aluminum CO

Basic Materials
2
+ 40.0%
$277.33 - $343.66 $555 - $687
7 $1.97M
DGX
Quest Diagnostics Inc

Healthcare
1
+ 6.25%
N/A
17 $3.24M
AON
Aon PLC

Financial Services
1
+ 11.11%
$350.91 - $375.27 $351 - $375
10 $3.57M
MUB
Ishares National Muni Bond ETF

ETFs
2
+ 2.86%
$103.24 - $106.68 $206 - $213
72 $7.67M
VCISY
Vinci Sa Adr (France)

Industrials
14
+ 20.9%
$33.01 - $37.94 $462 - $531
81 $2.81M
SKM
Sk Telecom CO LTD

Communication Services
22
+ 20.75%
$21.47 - $23.79 $472 - $523
128 $2.77M
MFC
Manulife Financial Corp

Financial Services
13
+ 8.13%
$29.9 - $32.34 $389 - $420
173 $5.39M
ESPR
Esperion Therapeutics, Inc.

Healthcare
102
New
$0.98 - $2.84 $100 - $290
102 $270K
Lucid Group Inc
10
New
N/A
10 $238K
FNB
Fnb Corp

Financial Services
1
+ 0.78%
$14.75 - $16.79 $14.8 - $16.8
129 $2.08M
QBTS
D Wave Quantum Inc.

Technology
8
New
$14.81 - $27.72 $118 - $222
8 $198K
Chargepoint Hldgs Inc Class A
15
New
N/A
15 $164K
Grayscale Bitcoin Mini Trust ETF
2
New
N/A
2 $101K
Canopy Growth Corp F
1
+ 4.76%
N/A
22 $32K
Gci Liberty Inc Xxxesc Pend Poss Futr Distr
650
+ 5909.09%
N/A
661 $0
Cannabist CO Hldg 27 Wtfwarrants Exp 05/29/27
1
New
N/A
1 $0
MMNFF
Med Men Enterprises, Inc.

Healthcare
1.23K
New
N/A
1.23K $0
Trees Corp
10
New
N/A
10 $0
Activity Summary
Buys All Purchases 170 New Holdings 40 Increased Positions 130 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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