Wealth Preservation Advisors, LLC

13F filer, CIK 1968434, CHATTANOOGA, TN

Wealth Preservation Advisors, LLC reported $139,942,978 across 562 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 61.74% of the portfolio.

Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001968434-25-000002

Period: 2025-03-31
Reported value: $140M
Holdings: 562
Top 10 weight: 61.74%
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Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001968434-25-000002, largest first. % of portfolio is the value over $139,942,978, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
AMZNAMAZON COM INC	86,638	$16.5M	11.78%	Timeline
GOOGALPHABET INC	101,406	$15.8M	11.32%	Timeline
NVDANVIDIA CORPORATION	93,532	$10.1M	7.24%	Timeline
MSFTMICROSOFT CORP	24,216	$9.09M	6.5%	Timeline
UBERUBER TECHNOLOGIES INC	123,393	$8.99M	6.42%	Timeline
PEBOPEOPLES BANCORP INC	279,621	$8.29M	5.93%	Timeline
AAPLAPPLE INC	36,655	$8.14M	5.82%	Timeline
VTVVANGUARD INDEX FDS	25,283	$4.37M	3.12%	Timeline
OBDCBLUE OWL CAPITAL CORPORATION	197,035	$2.89M	2.06%	Timeline
VUGVANGUARD INDEX FDS	5,835	$2.16M	1.55%	Timeline
VOEVANGUARD INDEX FDS	13,335	$2.14M	1.53%	Timeline
NFLXNETFLIX INC.	2,036	$1.9M	1.36%	Timeline
CRMSALESFORCE INC	6,345	$1.7M	1.22%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,661	$1.49M	1.06%	Timeline
HEFAISHARES TR	39,259	$1.42M	1.02%	Timeline
GOOGLALPHABET INC	8,932	$1.38M	0.99%	Timeline
DFSVDIMENSIONAL ETF TRUST	47,618	$1.34M	0.96%	Timeline
SPGSIMON PPTY GROUP INC NEW	8,002	$1.33M	0.95%	Timeline
METAMETA PLATFORMS INC	1,866	$1.08M	0.77%	Timeline
FHNFIRST HORIZON CORPORATION	50,626	$983K	0.7%	Timeline
FBKFB FINL CORP	19,000	$881K	0.63%	Timeline
ARKBARK 21SHARES BITCOIN ETF	10,083	$829K	0.59%	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	1	$798K	0.57%	Timeline
MRKMERCK & CO INC	8,294	$744K	0.53%	Timeline
VOTVANGUARD INDEX FDS	2,962	$725K	0.52%	Timeline
VBRVANGUARD INDEX FDS	3,746	$698K	0.5%	Timeline
OWLBLUE OWL CAPITAL INC	32,534	$652K	0.47%	Timeline
PNCPNC FINL SVCS GROUP INC	3,620	$636K	0.45%	Timeline
XLFSELECT SECTOR SPDR TR	12,201	$608K	0.43%	Timeline
KOCOCA COLA CO	8,195	$587K	0.42%	Timeline
DEDEERE & CO	1,246	$585K	0.42%	Timeline
ABALLIANCEBERNSTEIN HLDG L P	15,061	$577K	0.41%	Timeline
SYBTSTOCK YDS BANCORP INC	8,264	$571K	0.41%	Timeline
EFAISHARES TR	6,953	$568K	0.41%	Timeline
TSLATESLA INC	2,006	$520K	0.37%	Timeline
HEEMISHARES INC	17,573	$493K	0.35%	Timeline
GLDSPDR GOLD TR	1,665	$480K	0.34%	Timeline
KKRKKR & CO INC	4,000	$462K	0.33%	Timeline
PGRPROGRESSIVE CORP	1,614	$457K	0.33%	Timeline
CHDNCHURCHILL DOWNS INC	4,080	$453K	0.32%	Timeline
SCHVSCHWAB STRATEGIC TR	16,886	$449K	0.32%	Timeline
WFCWELLS FARGO & CO	6,200	$445K	0.32%	Timeline
OHIOMEGA HEALTHCARE INVS INC	11,317	$431K	0.31%	Timeline
JPMJPMORGAN CHASE & CO	1,752	$430K	0.31%	Timeline
IVWISHARES TR	4,493	$417K	0.3%	Timeline
MSMORGAN STANLEY	3,574	$417K	0.3%	Timeline
SouthState CorpSouthState Corp	4,489	$417K	0.3%
BRK-BBERKSHIRE HATHAWAY INC DEL	761	$405K	0.29%	Timeline
NOWSERVICENOW INC	480	$382K	0.27%	Timeline
RTXRTX CORPORATION	2,865	$379K	0.27%	Timeline
FBTCFIDELITY WISE ORIGIN BITCOIN	5,236	$377K	0.27%	Timeline
MSTRSTRATEGY INC	1,301	$375K	0.27%	Timeline
VYMVANGUARD WHITEHALL FDS	2,903	$374K	0.27%	Timeline
ABTABBOTT LABORATORIES	2,815	$373K	0.27%	Timeline
UNPUNION PAC CORP	1,573	$372K	0.27%	Timeline
SCHFSCHWAB STRATEGIC TR	18,484	$366K	0.26%	Timeline
MCDMCDONALDS CORP	1,160	$362K	0.26%	Timeline
MPCMARATHON PETE CORP	2,428	$354K	0.25%	Timeline
IBITISHARES BITCOIN TRUST ETF	7,067	$331K	0.24%	Timeline
VBKVANGUARD INDEX FDS	1,198	$302K	0.22%	Timeline
IJJISHARES TR	2,489	$298K	0.21%	Timeline
AMLPALPS ETF TR	5,447	$283K	0.2%	Timeline
EEMISHARES TR	6,126	$268K	0.19%	Timeline
SCZISHARES TR	4,063	$258K	0.18%	Timeline
YUMYUM BRANDS INC	1,511	$238K	0.17%	Timeline
NSCNORFOLK SOUTHN CORP	964	$228K	0.16%	Timeline
TTTRANE TECHNOLOGIES PLC	676	$228K	0.16%	Timeline
AEMAGNICO EAGLE MINES LTD	2,075	$225K	0.16%	Timeline
USBUS BANCORP	5,280	$223K	0.16%	Timeline
VGKVANGUARD INTL EQUITY INDEX F	3,161	$222K	0.16%	Timeline
UNHUNITEDHEALTH GROUP INC	416	$218K	0.16%	Timeline
SMBKSMARTFINANCIAL INC	6,945	$216K	0.15%	Timeline
CEGCONSTELLATION ENERGY CORP	1,066	$215K	0.15%	Timeline
NEMNEWMONT CORP	4,418	$213K	0.15%	Timeline
AVGOBROADCOM INC	1,259	$211K	0.15%	Timeline
PPLPPL CORP	5,638	$204K	0.15%	Timeline
VVISA INC	570	$200K	0.14%	Timeline
HSYHERSHEY CO	1,158	$198K	0.14%	Timeline
IJHISHARES TR	3,347	$195K	0.14%	Timeline
CHKPCHECK POINT SOFTWARE TECH LT	807	$184K	0.13%	Timeline
SHVISHARES TR	1,643	$181K	0.13%	Timeline
LOWLOWES COS INC	761	$177K	0.13%	Timeline
IJKISHARES TR	2,131	$177K	0.13%	Timeline
DXJWISDOMTREE TR	1,610	$177K	0.13%	Timeline
ACNACCENTURE PLC IRELAND	565	$176K	0.13%	Timeline
DFAUDIMENSIONAL ETF TRUST	4,567	$176K	0.13%	Timeline
WMTWALMART INC	1,989	$175K	0.12%	Timeline
SNOWSNOWFLAKE INC	1,151	$168K	0.12%	Timeline
CARRCARRIER GLOBAL CORPORATION	2,636	$167K	0.12%	Timeline
DUKDUKE ENERGY CORP NEW	1,338	$163K	0.12%	Timeline
ORCLORACLE CORP	1,160	$162K	0.12%	Timeline
EXCEXELON CORP	3,489	$161K	0.11%	Timeline
PGPROCTER & GAMBLE CO	917	$156K	0.11%	Timeline
LINLINDE PLC	333	$155K	0.11%	Timeline
PRUPRUDENTIAL FINL INC	1,325	$148K	0.11%	Timeline
BMYBRISTOL-MYERS SQUIBB CO	2,417	$147K	0.11%	Timeline
APHAMPHENOL CORP	2,220	$146K	0.1%	Timeline
MSIMOTOROLA SOLUTIONS INC	321	$141K	0.1%	Timeline
DIASTATE STR SPDR DOW JONES IND	333	$140K	0.1%	Timeline
APOAPOLLO GLOBAL MGMT INC	1,019	$140K	0.1%	Timeline
IJRISHARES TR	1,326	$139K	0.1%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	557	$139K	0.1%	Timeline
DHRDANAHER CORP DEL	668	$137K	0.1%	Timeline
OTISOTIS WORLDWIDE CORP	1,291	$133K	0.1%	Timeline
IVEISHARES TR	672	$128K	0.09%	Timeline
SPYDSPDR SERIES TRUST	2,891	$128K	0.09%	Timeline
PNFPPINNACLE FINANCIAL PARTNERS	1,200	$127K	0.09%	Timeline
OREALTY INCOME CORP	2,110	$122K	0.09%	Timeline
IWMISHARES TR	606	$121K	0.09%	Timeline
SASEABRIDGE GOLD INC	10,329	$121K	0.09%	Timeline
BITUPROSHARES TR	3,619	$120K	0.09%	Timeline
VZVERIZON COMMUNICATIONS INC	2,638	$120K	0.09%	Timeline
ETNEATON CORP PLC	437	$119K	0.08%	Timeline
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR	8,190	$119K	0.08%	Timeline
DFSUDIMENSIONAL ETF TRUST	3,245	$116K	0.08%	Timeline
PANWPALO ALTO NETWORKS INC	620	$106K	0.08%	Timeline
ABBVABBVIE INC	501	$105K	0.08%	Timeline
CBCHUBB LIMITED	340	$103K	0.07%	Timeline
DFACDIMENSIONAL ETF TRUST	3,087	$102K	0.07%	Timeline
OKEONEOK INC NEW	1,018	$101K	0.07%	Timeline
BXMXNUVEEN S&P 500 BUY-WRITE INCOM	7,655	$100K	0.07%	Timeline
DELLDELL TECHNOLOGIES INC	1,068	$97.4K	0.07%	Timeline
TAT&T INC	3,374	$95.4K	0.07%	Timeline
NXPINXP SEMICONDUCTORS N V	501	$95.2K	0.07%	Timeline
JNJJOHNSON & JOHNSON	569	$94.4K	0.07%	Timeline
RGLDROYAL GOLD INC	563	$92.1K	0.07%	Timeline
ECLECOLAB INC	355	$90K	0.06%	Timeline
DRIDARDEN RESTAURANTS INC	433	$90K	0.06%	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	515	$87.9K	0.06%
UGIUGI CORP NEW	2,603	$86.1K	0.06%	Timeline
KGCKINROSS GOLD CORP	6,627	$83.6K	0.06%	Timeline
MDTMEDTRONIC PLC	923	$82.9K	0.06%	Timeline
HDHOME DEPOT INC	225	$82.5K	0.06%	Timeline
ALLWSSGA ACTIVE TR	3,273	$82.3K	0.06%	Timeline
CVXCHEVRON CORPORATION	489	$81.8K	0.06%	Timeline
MOATVANECK ETF TRUST	928	$81.6K	0.06%	Timeline
IXNISHARES TR	1,075	$81.4K	0.06%	Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBAL	6,765	$80.9K	0.06%
IQVIQVIA HLDGS INC	453	$79.9K	0.06%	Timeline
ETENERGY TRANSFER L P	4,260	$79.2K	0.06%	Timeline
EQXEQUINOX GOLD CORP	11,488	$79K	0.06%	Timeline
IEFAISHARES TR	1,039	$78.6K	0.06%	Timeline
DPSTDIREXION SHARES ETF TRUST	905	$78.4K	0.06%	Timeline
INTCINTEL CORP	3,450	$78.3K	0.06%	Timeline
YUMCYUM CHINA HLDGS INC	1,500	$78.1K	0.06%	Timeline
IVVISHARES TR	135	$75.9K	0.05%	Timeline
OGSONE GAS INC	1,000	$75.6K	0.05%	Timeline
VOVANGUARD INDEX FDS	292	$75.5K	0.05%	Timeline
CMECME GROUP INC	282	$74.8K	0.05%	Timeline
TXNTEXAS INSTRS INC	405	$72.8K	0.05%	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	146	$72.7K	0.05%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	1,584	$71.7K	0.05%	Timeline
GDXVANECK ETF TRUST	1,529	$70.3K	0.05%	Timeline
TRMDTORM PLC	4,180	$68.9K	0.05%	Timeline
AMDADVANCED MICRO DEVICES INC	649	$66.7K	0.05%	Timeline
SPGPINVESCO EXCHANGE TRADED FD T	662	$66.1K	0.05%	Timeline
VBVANGUARD INDEX FDS	295	$65.3K	0.05%	Timeline
ADIANALOG DEVICES INC	318	$64.1K	0.05%	Timeline
PSXPHILLIPS 66	517	$63.8K	0.05%	Timeline
APDAIR PRODUCTS AND CHEMICALS I	216	$63.7K	0.05%	Timeline
CMCSACOMCAST CORP NEW	1,673	$61.7K	0.04%	Timeline
CWBSPDR SERIES TRUST	800	$61.3K	0.04%	Timeline
AXPAMERICAN EXPRESS CO	226	$60.8K	0.04%	Timeline
XOMEXXON MOBIL CORP	509	$60.5K	0.04%	Timeline
FULTFULTON FINL CORP PA	3,327	$60.2K	0.04%	Timeline
GDXJVANECK ETF TRUST	1,025	$58.6K	0.04%	Timeline
RFREGIONS FINANCIAL CORP NEW	2,688	$58.4K	0.04%	Timeline
MAINMAIN STR CAP CORP	1,025	$58K	0.04%	Timeline
IWDISHARES TR	304	$57.2K	0.04%	Timeline
OXYOCCIDENTAL PETE CORP	1,130	$55.8K	0.04%	Timeline
ROKROCKWELL AUTOMATION INC	214	$55.3K	0.04%	Timeline
BLKBLACKROCK INC	58	$55K	0.04%	Timeline
DFAIDIMENSIONAL ETF TRUST	1,759	$54.9K	0.04%	Timeline
IWOISHARES TR	214	$54.7K	0.04%	Timeline
IJTISHARES TR	438	$54.5K	0.04%	Timeline
GSGOLDMAN SACHS GROUP INC	99	$54.1K	0.04%	Timeline
DISDISNEY WALT CO	542	$53.5K	0.04%	Timeline
FITESPDR SERIES TRUST	851	$53.4K	0.04%	Timeline
BSTBLACKROCK SCIENCE & TECHNOLO	1,613	$53.2K	0.04%	Timeline
BBYBEST BUY INC	721	$53.1K	0.04%	Timeline
UNMUNUM GROUP	644	$52.4K	0.04%	Timeline
VAWVANGUARD WORLD FD	276	$52.1K	0.04%	Timeline
IMCBISHARES TR	702	$52K	0.04%	Timeline
SDYSPDR SERIES TRUST	368	$49.9K	0.04%	Timeline
FISFIDELITY NATL INFORMATION SV	666	$49.7K	0.04%	Timeline
JCIJOHNSON CONTROLS INTERNATION	618	$49.5K	0.04%	Timeline
ARKKARK ETF TR	1,030	$49K	0.04%	Timeline
IAUISHARES GOLD TR	828	$48.8K	0.03%	Timeline
RCLROYAL CARIBBEAN GROUP	236	$48.6K	0.03%	Timeline
PINNACLE FINANCIAL PARTNERS…PINNACLE FINANCIAL PARTNERS, INC.…	2,000	$48.2K	0.03%
NEENEXTERA ENERGY INC	667	$47.3K	0.03%	Timeline
LRAXFLARA EXPLORATION LTD COMMON SH	50,000	$44.1K	0.03%	Timeline
MPLXMPLX LP	823	$44K	0.03%	Timeline
SNAPSNAP INC	5,000	$43.5K	0.03%	Timeline
FFORD MTR CO	4,247	$42.6K	0.03%	Timeline
FSKFS KKR CAP CORP	2,000	$41.9K	0.03%	Timeline
CMICUMMINS INC	132	$41.4K	0.03%	Timeline
CSCOCISCO SYS INC	661	$40.8K	0.03%	Timeline
ITMSFINTERMAP TECHNOLOGIES CORP	30,000	$39.6K	0.03%	Timeline
BNYBANK OF NY MELLON CORP	460	$38.6K	0.03%	Timeline
SBRASABRA HEALTH CARE REIT INC	2,197	$38.4K	0.03%	Timeline
WPMWHEATON PRECIOUS METALS CORP	487	$37.8K	0.03%	Timeline
PIPRPIPER SANDLER COS	151	$37.4K	0.03%	Timeline
ARLPALLIANCE RESOURCE PARTNERS L	1,325	$36.1K	0.03%	Timeline
ASTEASTEC INDS INC	1,044	$36K	0.03%	Timeline
PBRPETROLEO BRASILEIRO S A	2,391	$34.3K	0.02%	Timeline
DRNDIREXION SHARES ETF TRUST	3,264	$33.7K	0.02%	Timeline
BITBBITWISE BITCOIN ETF TR	749	$33.6K	0.02%	Timeline
EWJISHARES INC	487	$33.4K	0.02%	Timeline
CHMICHERRY HILL MTG INVT CORP	9,973	$32.9K	0.02%	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	399	$32.8K	0.02%	Timeline
HALOHALOZYME THERAPEUTICS INC	500	$31.9K	0.02%	Timeline
CIONCION INVT CORP	3,061	$31.7K	0.02%	Timeline
XLESELECT SECTOR SPDR TR	333	$31.1K	0.02%	Timeline
IAUMISHARES GOLD TRUST MICRO	996	$31K	0.02%	Timeline
BARRICK GOLD CORPBARRICK GOLD CORP	1,578	$30.7K	0.02%
DALDELTA AIR LINES INC	700	$30.5K	0.02%	Timeline
GEGE AEROSPACE	151	$30.2K	0.02%	Timeline
SCHBSCHWAB STRATEGIC TR	1,380	$29.7K	0.02%	Timeline
BXSLBLACKSTONE SECD LENDING FD	914	$29.6K	0.02%	Timeline
BBDCBARINGS BDC INC	3,050	$29.1K	0.02%	Timeline
AMPAMERIPRISE FINL INC	60	$29K	0.02%	Timeline
ICVTISHARES TR	346	$28.9K	0.02%	Timeline
ISCVISHARES TR	480	$28.5K	0.02%	Timeline
EPDENTERPRISE PRODS PARTNERS L	819	$28K	0.02%	Timeline
BXBLACKSTONE INC	198	$27.7K	0.02%	Timeline
BKNGBOOKING HOLDINGS INC	6	$27.6K	0.02%	Timeline
IJSISHARES TR	282	$27.5K	0.02%	Timeline
LLYELI LILLY & CO	33	$27.4K	0.02%	Timeline
PHPARKER-HANNIFIN CORP	45	$27.4K	0.02%	Timeline
CANADIAN PREM SAND INCORPOR…CANADIAN PREM SAND INCORPORATED	168,000	$26.8K	0.02%
PLTRPALANTIR TECHNOLOGIES INC	315	$26.6K	0.02%	Timeline
WELLWELLTOWER INC	173	$26.5K	0.02%	Timeline
HERITAGE DISTILLING HLDG COHERITAGE DISTILLING HLDG CO	52,500	$26.4K	0.02%
VTIVANGUARD INDEX FDS	95	$26.1K	0.02%	Timeline
EBAYEBAY INC.	380	$25.7K	0.02%	Timeline
STNSTANTEC INC	309	$25.6K	0.02%	Timeline
MFICMIDCAP FINANCIAL INVSTMNT CO	1,983	$25.5K	0.02%	Timeline
FSLRFIRST SOLAR INC	200	$25.3K	0.02%	Timeline
TFCTRUIST FINL CORP	609	$25.1K	0.02%	Timeline
AMGNAMGEN INC	80	$24.9K	0.02%	Timeline
MTBM & T BK CORP	139	$24.8K	0.02%	Timeline
TGTTARGET CORP	233	$24.3K	0.02%	Timeline
OUNZVANECK MERK GOLD ETF	800	$24.1K	0.02%	Timeline
SUSAISHARES TR	208	$23.9K	0.02%	Timeline
ALLALLSTATE CORP	114	$23.6K	0.02%	Timeline
NOVONIX LTD ORDFNOVONIX LTD ORDF	83,233	$23.4K	0.02%
BSMBLACK STONE MINERALS L P	1,492	$22.8K	0.02%	Timeline
PMPHILIP MORRIS INTL INC	143	$22.7K	0.02%	Timeline
IWNISHARES TR	150	$22.6K	0.02%	Timeline
VALEVALE S A	2,224	$22.2K	0.02%	Timeline
ABRARBOR REALTY TRUST INC	1,856	$21.8K	0.02%	Timeline
SOSOUTHERN CO	230	$21.2K	0.02%	Timeline
WMBWILLIAMS COS INC	353	$21.1K	0.02%	Timeline
KMIKINDER MORGAN INC DEL	732	$20.9K	0.01%	Timeline
GDLCGRAYSCALE COINDESK CRYPTO	599	$20.8K	0.01%	Timeline
MBGYYMERCEDES-BENZ GROUP AG AMERICA	1,360	$19.9K	0.01%	Timeline
DFAXDIMENSIONAL ETF TRUST	759	$19.9K	0.01%	Timeline
SBLKSTAR BULK CARRIERS CORP.	1,233	$19.2K	0.01%	Timeline
RWTREDWOOD TRUST INC	3,150	$19.1K	0.01%	Timeline
BACBANK OF AMER CORP	458	$19.1K	0.01%	Timeline
TMUST-MOBILE US INC	71	$18.9K	0.01%	Timeline
SLVISHARES SILVER TR	610	$18.9K	0.01%	Timeline
HLHECLA MINING COMPANY	3,384	$18.8K	0.01%	Timeline
AQNALGONQUIN POWER & UTILITIES	3,638	$18.7K	0.01%	Timeline
BHP GROUP LTD SHSBHP GROUP LTD SHS	783	$18.7K	0.01%
HPQHP INC	665	$18.4K	0.01%	Timeline
NLYANNALY CAPITAL MANAGEMENT IN	900	$18.3K	0.01%	Timeline
SCHASCHWAB STRATEGIC TR	764	$17.9K	0.01%	Timeline
GNKGENCO SHIPPING & TRADING LTD	1,336	$17.8K	0.01%	Timeline
MRXMAREX GROUP PLC	500	$17.7K	0.01%	Timeline
URAGLOBAL X FDS	768	$17.6K	0.01%	Timeline
UTLUNITIL CORP	300	$17.3K	0.01%	Timeline
AGFIRST MAJESTIC SILVER CORP	2,576	$17.2K	0.01%	Timeline
TRVTRAVELERS COMPANIES INC	65	$17.2K	0.01%	Timeline
COFCAPITAL ONE FINL CORP	95	$17K	0.01%	Timeline
PFEPFIZER INC	665	$16.9K	0.01%	Timeline
EOGEOG RES INC	131	$16.8K	0.01%	Timeline
VEAVANGUARD TAX-MANAGED FDS	322	$16.4K	0.01%	Timeline
USOUNITED STS OIL FD LP	211	$16.3K	0.01%	Timeline
AFCGADVANCED FLOWER CAP INC	2,904	$16.2K	0.01%	Timeline
FROFRONTLINE PLC	1,054	$15.7K	0.01%	Timeline
BRWSABA CAPITAL INCOME & OPRNT	2,000	$15.5K	0.01%	Timeline
GILDGILEAD SCIENCES INC	135	$15.1K	0.01%	Timeline
DDDUPONT DE NEMOURS INC	200	$14.9K	0.01%	Timeline
AALAMERICAN AIRLINES GROUP INC	1,400	$14.8K	0.01%	Timeline
OIHVANECK ETF TRUST	56	$14.7K	0.01%	Timeline
VLOVALERO ENERGY CORP	110	$14.5K	0.01%	Timeline
STKCOLUMBIA SELIGM PREM TECH GR	518	$14.5K	0.01%	Timeline
DVNDEVON ENERGY CORP NEW	385	$14.4K	0.01%	Timeline
COPCONOCOPHILLIPS	136	$14.3K	0.01%	Timeline
MDLZMONDELEZ INTL INC	205	$13.9K	0.01%	Timeline
STWDSTARWOOD PPTY TR INC	700	$13.8K	0.01%	Timeline
SPLVINVESCO EXCH TRADED FD TR II	185	$13.8K	0.01%	Timeline
GRABGRAB HOLDINGS LIMITED	2,964	$13.4K	0.01%	Timeline
FCXFREEPORT MCMORAN INC	354	$13.4K	0.01%	Timeline
IYGISHARES TR	165	$13K	0.01%	Timeline
VIRVIR BIOTECHNOLOGY INC	1,937	$12.6K	0.01%	Timeline
NTRNUTRIEN LTD	251	$12.5K	0.01%	Timeline
LHXL3HARRIS TECHNOLOGIES INC	58	$12.1K	0.01%	Timeline
SILGLOBAL X FDS	300	$11.8K	0.01%	Timeline
JGHNUVEEN GLOBAL HIGH INCOME FD	900	$11.8K	0.01%	Timeline
HPEHEWLETT PACKARD ENTERPRISE C	754	$11.6K	0.01%	Timeline
GEVGE VERNOVA INC	37	$11.3K	0.01%	Timeline
SBUXSTARBUCKS CORP	114	$11.2K	0.01%	Timeline
Sandstorm Gold LtdSandstorm Gold Ltd	1,468	$11.1K	0.01%
EMREMERSON ELEC CO	99	$10.9K	0.01%	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	154	$10.8K	0.01%	Timeline
SUNSSUNRISE RLTY TR INC	968	$10.7K	0.01%	Timeline
VHTVANGUARD WORLD FD	40	$10.6K	0.01%	Timeline
BGSB & G FOODS INC	1,520	$10.4K	0.01%	Timeline
CFGCITIZENS FINL GROUP INC	250	$10.2K	0.01%	Timeline
BDXBECTON DICKINSON & CO	44	$10.1K	0.01%	Timeline
VICIVICI PPTYS INC	307	$10K	0.01%	Timeline
VDEVANGUARD WORLD FD	77	$9.99K	0.01%	Timeline
XOPSPDR SERIES TRUST	75	$9.88K	0.01%	Timeline
LPGDORIAN LPG LTD	436	$9.74K	0.01%	Timeline
MOALTRIA GROUP INC	160	$9.6K	0.01%	Timeline
PCEFINVESCO EXCH TRADED FD TR II	500	$9.43K	0.01%	Timeline
DTEDTE ENERGY CO	65	$8.99K	0.01%	Timeline
TSCOTRACTOR SUPPLY CO	162	$8.93K	0.01%	Timeline
FUJHYSUBARU CORP (JAPAN)	1,000	$8.91K	0.01%	Timeline
MUMICRON TECHNOLOGY INC	97	$8.43K	0.01%	Timeline
GABGABELLI EQUITY TR INC	1,500	$8.27K	0.01%	Timeline
JFRNUVEEN FLOATING RATE INCOME	965	$8.17K	0.01%	Timeline
EQIXEQUINIX INC	10	$8.15K	0.01%	Timeline
QSRRESTAURANT BRANDS INTL INC	122	$8.13K	0.01%	Timeline
CRWDCROWDSTRIKE HLDGS INC	23	$8.11K	0.01%	Timeline
CNPCENTERPOINT ENERGY INC	223	$8.08K	0.01%	Timeline
TSNTYSON FOODS INC	125	$7.98K	0.01%	Timeline
KRKROGER CO	116	$7.85K	0.01%	Timeline
AMTAMERICAN TOWER CORP	36	$7.83K	0.01%	Timeline
UPSUNITED PARCEL SVCS INC	70	$7.7K	0.01%	Timeline
DNPDNP SELECT INCOME FD INC	774	$7.66K	0.01%	Timeline
SLSRSOLARIS RES INC	2,250	$7.63K	0.01%	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	150	$7.53K	0.01%	Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNE	86	$7.49K	0.01%	Timeline
MUBISHARES TR	70	$7.38K	0.01%	Timeline
IEPICAHN ENTERPRISES LP	811	$7.35K	0.01%	Timeline
RACEFERRARI N V	17	$7.27K	0.01%	Timeline
XBGYXBLACKROCK ENHANCED INTL DIV	1,286	$7.21K	0.01%	Timeline
PGFINVESCO EXCHANGE TRADED FD T	500	$7.14K	0.01%	Timeline
AXSAXIS CAP HLDGS LTD	70	$7.02K	0.01%	Timeline
LRCXLAM RESEARCH CORP	96	$6.98K	<0.01%	Timeline
SNEXSTONEX GROUP INC	91	$6.95K	<0.01%	Timeline
XEXGXEATON VANCE TAX-MANAGED GLOB	850	$6.92K	<0.01%	Timeline
ETCGGRAYSCALE ETHEREUM CLASSIC TR	901	$6.89K	<0.01%	Timeline
BABOEING CO	40	$6.82K	<0.01%	Timeline
KLACKLA CORP	10	$6.8K	<0.01%	Timeline
HONHONEYWELL INTL INC	32	$6.78K	<0.01%	Timeline
CCOICOGENT COMM HOLDINGS INC	108	$6.62K	<0.01%	Timeline
TRIPTRIPADVISOR INC	463	$6.56K	<0.01%	Timeline
RPRXROYALTY PHARMA PLC	210	$6.54K	<0.01%	Timeline
JPCNUVEEN PFD & INCOME OPPORTUN	805	$6.41K	<0.01%	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	127	$6.35K	<0.01%	Timeline
PAYXPAYCHEX INC	41	$6.33K	<0.01%	Timeline
PEPPEPSICO INC	42	$6.3K	<0.01%	Timeline
KDKYNDRYL HLDGS INC	199	$6.25K	<0.01%	Timeline
EXPEEXPEDIA GROUP INC	36	$6.05K	<0.01%	Timeline
IDAIDACORP INC	49	$5.7K	<0.01%	Timeline
PAYCPAYCOM SOFTWARE INC	26	$5.68K	<0.01%	Timeline
IEMGISHARES INC	104	$5.61K	<0.01%	Timeline
AEPAMERICAN ELEC PWR CO INC	51	$5.57K	<0.01%	Timeline
KMBKIMBERLY-CLARK CORP	39	$5.55K	<0.01%	Timeline
EDCONSOLIDATED EDISON INC	50	$5.53K	<0.01%	Timeline
AESAES CORP	444	$5.51K	<0.01%	Timeline
WPCWP CAREY INC	87	$5.49K	<0.01%	Timeline
LEGLEGGETT & PLATT INC	686	$5.43K	<0.01%	Timeline
ENBENBRIDGE INC	122	$5.41K	<0.01%	Timeline
OMCOMNICOM GROUP INC	65	$5.39K	<0.01%	Timeline
METMETLIFE INC	66	$5.3K	<0.01%	Timeline
PLDPROLOGIS INC.	47	$5.25K	<0.01%	Timeline
QQQXNUVEEN NASDAQ 100 DYNAMIC OV	221	$5.25K	<0.01%	Timeline
PROVECTUS BIOPHARMACEUTICALSPROVECTUS BIOPHARMACEUTICALS	52,000	$5.2K	<0.01%
COINCOINBASE GLOBAL INC	30	$5.17K	<0.01%	Timeline
CRCCALIFORNIA RES CORP	117	$5.14K	<0.01%	Timeline
BKRBAKER HUGHES COMPANY	117	$5.14K	<0.01%	Timeline
CORCENCORA INC	18	$5.01K	<0.01%	Timeline
MFCMANULIFE FINL CORP	160	$4.98K	<0.01%	Timeline
NTAPNETAPP INC	56	$4.92K	<0.01%	Timeline
GDGENERAL DYNAMICS CORP	18	$4.91K	<0.01%	Timeline
SLBSLB LIMITED	117	$4.89K	<0.01%	Timeline
CCLCARNIVAL CORP	243	$4.75K	<0.01%	Timeline
MCKMCKESSON CORP	7	$4.71K	<0.01%	Timeline
ETRENTERGY CORP NEW	55	$4.7K	<0.01%	Timeline
PDTHANCOCK JOHN PREM DIVID FD	359	$4.7K	<0.01%	Timeline
MLTXMOONLAKE IMMUNOTHERAPEUTICS	120	$4.69K	<0.01%	Timeline
CBLCBL & ASSOC PPTYS INC	173	$4.6K	<0.01%	Timeline
IONSIONIS PHARMACEUTICALS INC	150	$4.53K	<0.01%	Timeline
EXEEXPAND ENERGY CORPORATION	40	$4.45K	<0.01%	Timeline
SCHGSCHWAB STRATEGIC TR	176	$4.41K	<0.01%	Timeline
DASHDOORDASH INC	24	$4.39K	<0.01%	Timeline
MANMANPOWERGROUP INC WIS	75	$4.34K	<0.01%	Timeline
EMNEASTMAN CHEM CO	49	$4.32K	<0.01%	Timeline
GTGOODYEAR TIRE & RUBR CO	465	$4.3K	<0.01%	Timeline
SWKSTANLEY BLACK & DECKER INC	55	$4.23K	<0.01%	Timeline
SYYSYSCO CORP	56	$4.2K	<0.01%	Timeline
CVSCVS HEALTH CORP	61	$4.13K	<0.01%	Timeline
CHCTCOMMUNITY HEALTHCARE TR INC	225	$4.09K	<0.01%	Timeline
USFDUS FOODS HLDG CORP	62	$4.06K	<0.01%	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	50	$4.04K	<0.01%	Timeline
TXNMTXNM ENERGY INC	75	$4.01K	<0.01%	Timeline
SCHYSCHWAB STRATEGIC TR	158	$4.01K	<0.01%	Timeline
MSMMSC INDL DIRECT INC	51	$3.96K	<0.01%	Timeline
IRMIRON MTN INC DEL	46	$3.96K	<0.01%	Timeline
SCHDSCHWAB STRATEGIC TR	141	$3.94K	<0.01%	Timeline
CRHCRH PLC	44	$3.87K	<0.01%	Timeline
DLRDIGITAL RLTY TR INC	27	$3.87K	<0.01%	Timeline
FANGDIAMONDBACK ENERGY INC	24	$3.84K	<0.01%	Timeline
AZOAUTOZONE INC	1	$3.81K	<0.01%	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	78	$3.78K	<0.01%	Timeline
BLCNSIREN ETF TR	196	$3.75K	<0.01%	Timeline
VMCVULCAN MATLS CO	16	$3.73K	<0.01%	Timeline
SRESEMPRA	52	$3.71K	<0.01%	Timeline
UGAUNITED STS GASOLINE FD LP	57	$3.66K	<0.01%	Timeline
NWLNEWELL BRANDS INC	589	$3.65K	<0.01%	Timeline
VRTVERTIV HOLDINGS CO	50	$3.61K	<0.01%	Timeline
LPLALPL FINL HLDGS INC	11	$3.6K	<0.01%	Timeline
KVUEKENVUE INC	150	$3.6K	<0.01%	Timeline
AONAON PLC	9	$3.59K	<0.01%	Timeline
NWENORTHWESTERN ENERGY GROUP IN	61	$3.53K	<0.01%	Timeline
Basin Uranium Corp. COM NPV…Basin Uranium Corp. COM NPV (POST…	30,000	$3.52K	<0.01%
AVTAVNET INC	73	$3.51K	<0.01%	Timeline
HASHASBRO INC	57	$3.5K	<0.01%	Timeline
ULSUL SOLUTIONS INC	62	$3.5K	<0.01%	Timeline
CPAYCORPAY INC	10	$3.49K	<0.01%	Timeline
ELVELEVANCE HEALTH INC FORMERLY	8	$3.48K	<0.01%	Timeline
ODVOSISKO DEVELOPMENT CORP	2,333	$3.48K	<0.01%	Timeline
DJTTRUMP MEDIA & TECHNOLOGY GRO	177	$3.46K	<0.01%	Timeline
OXY/WSOCCIDENTAL PETE CORP	125	$3.46K	<0.01%	Timeline
GLWCORNING INC	75	$3.43K	<0.01%	Timeline
FEFIRSTENERGY CORP	84	$3.4K	<0.01%	Timeline
HBANHUNTINGTON BANCSHARES INC	222	$3.33K	<0.01%	Timeline
CTASCINTAS CORP	16	$3.29K	<0.01%	Timeline
NINISOURCE INC	82	$3.29K	<0.01%	Timeline
WBDWARNER BROS DISCOVERY INC	305	$3.27K	<0.01%	Timeline
TAYDTAYLOR DEVICES INC	100	$3.23K	<0.01%	Timeline
FDXFEDEX CORP	13	$3.17K	<0.01%	Timeline
DTMDT MIDSTREAM INC	32	$3.09K	<0.01%	Timeline
VOOVANGUARD INDEX FDS	6	$3.08K	<0.01%	Timeline
ALBALBEMARLE CORP	42	$3.02K	<0.01%	Timeline
NVRIENVIRI CORP	451	$3K	<0.01%	Timeline
LAZLAZARD INC	69	$2.99K	<0.01%	Timeline
CITHE CIGNA GROUP	9	$2.96K	<0.01%	Timeline
WABWABTEC	16	$2.9K	<0.01%	Timeline
FNFFIDELITY NATL FINL INC	43	$2.8K	<0.01%	Timeline
CSGSCSG SYS INTL INC	45	$2.72K	<0.01%	Timeline
LMTLOCKHEED MARTIN CORP	6	$2.68K	<0.01%	Timeline
SCHWCHARLES SCHWAB CORP (THE)	34	$2.66K	<0.01%	Timeline
WECWEC ENERGY GROUP INC	24	$2.62K	<0.01%	Timeline
FLEXFLEX LTD	79	$2.61K	<0.01%	Timeline
NOCNORTHROP GRUMMAN CORP	5	$2.56K	<0.01%	Timeline
VSSVANGUARD INTL EQUITY INDEX F	22	$2.54K	<0.01%	Timeline
NCVVIRTUS CONVERTIBLE & INCOME	196	$2.53K	<0.01%	Timeline
JJACOBS SOLUTIONS INC	20	$2.42K	<0.01%	Timeline
GPCGENUINE PARTS CO	20	$2.38K	<0.01%	Timeline
VIOOVANGUARD ADMIRAL FDS INC	24	$2.32K	<0.01%	Timeline
VONVVANGUARD SCOTTSDALE FDS	28	$2.31K	<0.01%	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	15	$2.25K	<0.01%	Timeline
WMGWARNER MUSIC GROUP CORP	71	$2.23K	<0.01%	Timeline
FTVFORTIVE CORP	30	$2.19K	<0.01%	Timeline
ANAUTONATION INC	13	$2.1K	<0.01%	Timeline
PNWPINNACLE WEST CAP CORP	22	$2.1K	<0.01%	Timeline
BFLYBUTTERFLY NETWORK INC	919	$2.1K	<0.01%	Timeline
CNACNA FINL CORP	41	$2.08K	<0.01%	Timeline
RCIROGERS COMMUNICATIONS INC	77	$2.06K	<0.01%	Timeline
HEWLETT PACKARD ENTERPRISE CHEWLETT PACKARD ENTERPRISE C	43	$2.05K	<0.01%
COLBCOLUMBIA BKG SYS INC	82	$2.04K	<0.01%	Timeline
AMATAPPLIED MATLS INC	14	$2.03K	<0.01%	Timeline
WTRGESSENTIAL UTILS INC	51	$2.02K	<0.01%	Timeline
VTWVVANGUARD SCOTTSDALE FDS	15	$2K	<0.01%	Timeline
SWSMURFIT WESTROCK PLC	44	$1.98K	<0.01%	Timeline
REXRREXFORD INDL RLTY INC	50	$1.96K	<0.01%	Timeline
TRPTC ENERGY CORP	41	$1.94K	<0.01%	Timeline
DOWDOW HLDGS INC	55	$1.92K	<0.01%	Timeline
MTNVAIL RESORTS INC	12	$1.92K	<0.01%	Timeline
PICKISHARES INC	53	$1.9K	<0.01%	Timeline
NCLHNORWEGIAN CRUISE LINE HLDGS	100	$1.9K	<0.01%	Timeline
CLARCLARUS CORP NEW	502	$1.88K	<0.01%	Timeline
CONCONCENTRA GROUP HOLDINGS PAR	86	$1.87K	<0.01%	Timeline
CVECENOVUS ENERGY INC	132	$1.84K	<0.01%	Timeline
RYROYAL BK CDA	16	$1.8K	<0.01%	Timeline
MMLPMARTIN MIDSTREAM PRTNRS L P	500	$1.8K	<0.01%	Timeline
SEMSELECT MED HLDGS CORP	107	$1.79K	<0.01%	Timeline
LEXTFLEXSTON MNG CORP COM NEW (CANA	6,535	$1.79K	<0.01%	Timeline
TUTELUS CORPORATION	124	$1.78K	<0.01%	Timeline
AJGGALLAGHER ARTHUR J & CO	5	$1.73K	<0.01%	Timeline
FNBF N B CORP	127	$1.71K	<0.01%	Timeline
DGXQUEST DIAGNOSTICS INC	10	$1.69K	<0.01%	Timeline
NKENIKE INC	26	$1.65K	<0.01%	Timeline
WBSWEBSTER FINL CORP	32	$1.65K	<0.01%	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	32	$1.62K	<0.01%	Timeline
EWBCEAST WEST BANCORP INC	18	$1.62K	<0.01%	Timeline
CNQCANADIAN NAT RES LTD MED TER	52	$1.6K	<0.01%	Timeline
ANETARISTA NETWORKS INC	20	$1.55K	<0.01%	Timeline
UCOPROSHARES TR II	57	$1.54K	<0.01%	Timeline
TECKTECK RESOURCES LTD	42	$1.53K	<0.01%	Timeline
TRNTRINITY INDS INC	53	$1.49K	<0.01%	Timeline
RBLXROBLOX CORP	25	$1.46K	<0.01%	Timeline
QVCDQQVC INC 6.375% SR SECD NT 9/13	144	$1.45K	<0.01%	Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001968434-25-000002	base		2025-05-14	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC