Wealth Preservation Advisors, LLC Incresed Positions in Q3 2025

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
3
+ 0.22%
$116.31 - $125.93 $349 - $378
1.38K $171M
BA
Boeing CO

Industrials
35
+ 87.5%
$209.79 - $237.38 $7.34K - $8.31K
75 $16.2M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
25
+ 25.0%
$43.07 - $91.37 $1.08K - $2.28K
125 $11.4M
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 0.4%
$139.5 - $153.94 $837 - $924
1.52K $231M
ADI
Analog Devices Inc

Technology
15
+ 4.89%
$220.68 - $255.63 $3.31K - $3.83K
322 $79.1M
OXY
Occidental Petroleum Corp

Energy
1
+ 0.09%
$42.54 - $48.1 $42.5 - $48.1
1.13K $53.5M
Ge Vernova Inc
4
+ 10.81%
N/A
41 $25.2M
T
At&T Inc.

Communication Services
246
+ 11.73%
$26.94 - $29.62 $6.63K - $7.29K
2.34K $66.2M
ROK
Rockwell Automation, Inc

Industrials
5
+ 2.34%
$328.67 - $358.52 $1.64K - $1.79K
219 $76.5M
NXPI
Nxp Semiconductors N.V.

Technology
3
+ 0.59%
$205.16 - $239.07 $615 - $717
509 $116M
HPE
Hewlett Packard Enterprise CO

Technology
37
+ 5.82%
$19.81 - $25.24 $733 - $934
673 $16.5M
GPC
Genuine Parts CO

Consumer Cyclical
22
+ 110.0%
$122.23 - $142.77 $2.69K - $3.14K
42 $5.82M
COP
Conocophillips

Energy
27
+ 19.85%
$91.0 - $98.99 $2.46K - $2.67K
163 $15.4M
LLY
Eli Lilly & CO

Healthcare
5
+ 12.5%
$625.65 - $812.69 $3.13K - $4.06K
45 $34.6M
MURGY
Muenchener Rueckversicherungs

Financial Services
235
+ 137.43%
$12.12 - $14.15 $2.85K - $3.33K
406 $5.19M
F
Ford Motor CO

Consumer Cyclical
23
+ 0.98%
$10.82 - $12.09 $249 - $278
2.37K $28.3M
MKC
Mccormick & CO Inc

Consumer Defensive
42
+ 1400.0%
$64.3 - $77.17 $2.7K - $3.24K
45 $3.01M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 1.05%
$303.93 - $329.86 $304 - $330
96 $31.5M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2
+ 0.28%
$79.58 - $83.45 $159 - $167
707 $58.7M
FULT
Fulton Financial Corp

Financial Services
31
+ 0.92%
$17.57 - $19.86 $545 - $616
3.4K $63.3M
IP
International Paper CO

Consumer Cyclical
54
+ 207.69%
$45.32 - $55.68 $2.45K - $3.01K
80 $3.71M
NWE
Northwestern Corp

Utilities
24
+ 39.34%
$51.58 - $58.61 $1.24K - $1.41K
85 $4.98M
Novonix LTD Ordf
357
+ 1.07%
N/A
33.7K $10.1M
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 1.35%
$121.35 - $144.54 $121 - $145
75 $10.8M
DBSDY
Dbs Group Holdings LTD Sp Adr

Financial Services
7
+ 35.0%
$140.7 - $165.02 $985 - $1.16K
27 $4.29M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
12
+ 32.43%
$71.86 - $87.45 $862 - $1.05K
49 $4.08M
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
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
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
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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