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
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
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
FNB
Fnb Corp

Financial Services
1
+ 0.78%
$14.75 - $16.79 $14.8 - $16.8
129 $2.08M
Gci Liberty Inc Xxxesc Pend Poss Futr Distr
650
+ 5909.09%
N/A
661 $0
NWL
Newell Brands Inc.

Consumer Defensive
7
+ 1.17%
$4.76 - $6.39 $33.3 - $44.7
604 $3.16M
HON
Honeywell International Inc

Industrials
3
+ 9.38%
$207.7 - $240.4 $623 - $721
35 $7.37M
MCHP
Microchip Technology Inc

Technology
10
+ 8.33%
$60.95 - $75.26 $610 - $753
130 $8.35M
UL
Unilever PLC

Consumer Defensive
3
+ 1.7%
$58.43 - $65.01 $175 - $195
179 $10.6M
AXS
Axis Capital Holdings LTD

Financial Services
1
+ 1.43%
$93.33 - $102.44 $93.3 - $102
71 $6.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
9
+ 3.73%
$60.9 - $70.75 $548 - $637
250 $15.6M
AMT
American Tower Corp

Real Estate
1
+ 2.56%
$192.32 - $232.35 $192 - $232
40 $7.69M
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.72%
$157.77 - $183.27 $158 - $183
140 $22.7M
ABT
Abbott Laboratories

Healthcare
16
+ 0.57%
$120.51 - $136.62 $1.93K - $2.19K
2.8K $375M
UGI
Ugi Corp

Utilities
28
+ 1.06%
$32.64 - $37.14 $914 - $1.04K
2.66K $88.5M
TXN
Texas Instruments Inc

Technology
9
+ 2.21%
N/A
417 $76.6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
15
+ 0.29%
$46.51 - $50.07 $698 - $751
5.15K $242M
ACN
Accenture PLC

Technology
8
+ 1.39%
$232.56 - $304.78 $1.86K - $2.44K
584 $144M
PGR
Progressive Corp

Financial Services
8
+ 0.49%
$238.61 - $264.3 $1.91K - $2.11K
1.63K $401M
CARR
Carrier Global Corp

Industrials
35
+ 1.33%
$58.75 - $80.73 $2.06K - $2.83K
2.67K $159M
KO
Coca Cola CO

Consumer Defensive
2
+ 0.02%
$65.67 - $71.67 $131 - $143
8.23K $546M
DE
Deere & CO

Industrials
11
+ 0.88%
$457.26 - $524.37 $5.03K - $5.77K
1.26K $575M
ORCC
Owl Rock Capital Corp

Financial Services
3.81K
+ 1.91%
N/A
203K $2.6B
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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