WEALTH PRESERVATION ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRK | 7K | $622.23K |
 | SMBK | 7K | $248.15K |
 | KGC | 7K | $164.68K |
 | WFC | 6K | $534.35K |
 | INTC | 6K | $205.16K |
 | PPL | 6K | $212.64K |
 | USB | 5K | $249.82K |
 | AGNC | 5K | $48.95K |
 | SONY | 5K | $129.56K |
 | CHDN | 4K | $395.80K |
 | NEM | 4K | $339.69K |
 | KKR | 4K | $519.80K |
 | PNC | 4K | $724.35K |
 | EXC | 4K | $158.49K |
 | SSSS | 3K | $31.03K |
 | FULT | 3K | $63.29K |
 | HL | 3K | $40.95K |
 | MS | 3K | $530.29K |
 | PNFP | 3K | $300.13K |
 | CION | 3K | $29.02K |
Merck & Co., Inc.
MRK
Shares Held
7K
Value
$622.23K
SmartFinancial, Inc.
SMBK
Shares Held
7K
Value
$248.15K
Kinross Gold Corporation
KGC
Shares Held
7K
Value
$164.68K
Wells Fargo & Company
WFC
Shares Held
6K
Value
$534.35K
Intel Corporation
INTC
Shares Held
6K
Value
$205.16K
PPL Corporation
PPL
Shares Held
6K
Value
$212.64K
U.S. Bancorp
USB
Shares Held
5K
Value
$249.82K
AGNC Investment Corp.
AGNC
Shares Held
5K
Value
$48.95K
Sony Group Corporation
SONY
Shares Held
5K
Value
$129.56K
Churchill Downs Incorporated
CHDN
Shares Held
4K
Value
$395.80K
Newmont Corporation
NEM
Shares Held
4K
Value
$339.69K
KKR & Co. Inc.
KKR
Shares Held
4K
Value
$519.80K
The PNC Financial Services Group, Inc.
PNC
Shares Held
4K
Value
$724.35K
Exelon Corporation
EXC
Shares Held
4K
Value
$158.49K
SuRo Capital Corp.
SSSS
Shares Held
3K
Value
$31.03K
Fulton Financial Corporation
FULT
Shares Held
3K
Value
$63.29K
Hecla Mining Company
HL
Shares Held
3K
Value
$40.95K
Morgan Stanley
MS
Shares Held
3K
Value
$530.29K
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
3K
Value
$300.13K
CION Investment Corporation
CION
Shares Held
3K
Value
$29.02K