Wealth Preservation Advisors, LLC
Q3 2025 13F Holdings
- Locationchattanooga, TN
- Num holdings
716
- Value ($000)
$171,863
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001968434
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMZN AMAZON.COM INC | COMMON STOCK | 023135106 | $16.85 M | 10 % | 76,730 | ||
NVDA NVIDIA CORP | COMMON STOCK | 67066G104 | $14.53 M | 9 % | 77,884 | ||
GOOG ALPHABET INCORPORATED CAP STK CLASS C | COMMON | 02079K107 | $13.62 M | 8 % | 55,921 | ||
GOOG ALPHABET INC CLASS C | COMMON STOCK | 02079K107 | $11.08 M | 6 % | 45,500 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $10.88 M | 6 % | 21,009 | ||
UBER UBER TECHNOLOGIES INC | COMMON STOCK | 90353T100 | $9.62 M | 6 % | 98,153 | ||
PEBO PEOPLES BANCORP INCORPORATED | COMMON | 709789101 | $8.36 M | 5 % | 278,803 | ||
AAPL APPLE INC | COMMON STOCK | 037833100 | $7.63 M | 4 % | 29,963 | ||
VTV VANGUARD VALUE ETF | UIT EXCHANGE TRADED | 922908744 | $4.26 M | 3 % | 22,853 | ||
NFLX NETFLIX INC | COMMON STOCK | 64110L106 | $3.60 M | 2 % | 3,003 |
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