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Home > Institutional Investor > Wealth Preservation Advisors, Llc > Profile

Instuitional Investor - Wealth Preservation Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Wealth Preservation Advisors, Llc
Portfolio Value $162,191,345
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 77,432 $16,987,806 10.47%
2.
Nvidia Corp
 NVDA 88,751 $14,021,742 8.65%
3.
Microsoft Corp
 MSFT 20,977 $10,434,156 6.43%
4.
Alphabet Inc.
 GOOGL 55,906 $9,917,165 6.11%
5.
Uber Technologies Inc
 UBER 98,136 $9,156,089 5.65%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)