Titelia

Holdings of Wealth Preservation Advisors, LLC

927 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 64.2 % of the equity sleeve

Sector breakdown

  • Technology 29.4 %
  • Communication 17.1 %
  • Consumer discretionary 14.4 %
  • Financials 4.2 %
  • Industrials 3.0 %
  • Funds 2.5 %
  • Health care 1.9 %
  • Real estate 1.2 %
  • Materials 0.9 %
  • Consumer staples 0.7 %
  • Energy 0.4 %
  • Utilities 0.3 %
  • Unattributed 24.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • NL 0.1 %
  • DE 0.1 %
  • FR 0.0 %
  • AU 0.0 %
  • JP 0.0 %
  • DK 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US919114.8M $99.79 %
2NL1114.9K $0.10 %
3DE174.3K $0.06 %
4FR124.1K $0.02 %
5AU316.6K $0.01 %
6JP18K $0.01 %
7DK1368 $0.00 %

Positions

RankCompanySharesValueWeight
201Cooper Cos Inc/The 47634K $
202Arista Networks Inc 27734K $
203Crane Co 19833.9K $
204Mohawk Industries Inc 34333.8K $
205Nutanix Inc 88833.8K $
206Darden Restaurants Inc 17133.5K $
207Burlington Stores Inc 10233.2K $
208HF Sinclair Corp 53133.1K $
209State Street SPDR S&P Kensho F 38733.1K $
210Lincoln Electric Holdings Inc 13232.9K $
211Curtiss-Wright Corp 4832.7K $
212Verizon Communications Inc 65032.6K $
213Ameriprise Financial Inc 7332.4K $
214Bright Horizons Family Solutions Inc 39432.4K $
215Halozyme Therapeutics Inc 50032.3K $
216Ventas Inc 39532.3K $
217BioMarin Pharmaceutical Inc 56031.6K $
218Marvell Technology Inc 31631.3K $
219Vanguard Total Stock Market ETF 9630.8K $
220Landstar System Inc 19030.5K $
221New York Times Co/The 36330.4K $
222MetLife Inc 43030.4K $
223Broadridge Financial Solutions Inc 18530.1K $
224Toro Co/The 31829.7K $
225Welltower Inc 15029.7K $
226Carrier Global Corp 52429.5K $
227Deckers Outdoor Corp 29429.4K $
228Texas Roadhouse Inc 17829.4K $
229Hewlett Packard Enterprise Co 1,23429.4K $
230Las Vegas Sands Corp 54229.2K $
231RBC Bearings Inc 5328.8K $
232Philip Morris International Inc. 17328.6K $
233ServiceNow Inc 27228.4K $
234Antero Resources Corp 66728.3K $
235Agilent Technologies Inc 24728.2K $
236Centene Corp 85227.9K $
237WEX Inc 18227.9K $
238American Tower Corp 16127.8K $
239Insulet Corp 13027.3K $
240Global X Funds 30027K $
241Permian Resources Corp 1,26026.9K $
242AT&T Inc 92526.8K $
243Autodesk Inc 11026.3K $
244Ross Stores Inc 12126.2K $
245Target Corp 21626.2K $
246Regions Financial Corp 1,00026.1K $
247Tradeweb Markets Inc 21825.7K $
248US Bancorp 49225.6K $
249Honeywell International Inc 11225.3K $
250Tenet Healthcare Corp 13425.3K $
251Booking Holdings Inc 625.3K $
252Veeva Systems Inc 14325.1K $
253Keysight Technologies Inc 8824.8K $
254Citigroup Inc 21824.7K $
255DraftKings Inc 1,13624.6K $
256Synchrony Financial 35924.4K $
257Johnson & Johnson 9924.2K $
258Sandisk Corp/DE 3824.1K $
259Sanofi SA 50024.1K $
260Ulta Beauty Inc 4624K $
261Albemarle Corp 13223.7K $
262HubSpot Inc 9623.4K $
263NNN REIT Inc 55423.3K $
264KeyCorp 1,16023.3K $
265Schwab US Dividend Equity ETF 74622.9K $
266Corning Inc 16822.8K $
267StoneX Group Inc 27822.4K $
268Schwab U.S. Small-Cap ETF 76422.2K $
269Schwab U.S. Aggregate Bond ETF 95222.1K $
270Omnicom Group Inc 28421.4K $
271Textron Inc 24421.4K $
272Main Street Capital Corp. 40021.2K $
273DoubleVerify Holdings Inc 2,21821.1K $
274CION Investment Corp. 3,06120.9K $
275Carpenter Technology Corp 5320.9K $
276Western Alliance Bancorp 29420.8K $
277Allstate Corp/The 10020.7K $
278Vanguard FTSE Developed Markets ETF 32220.6K $
279Eversource Energy 28820K $
280Esab Corp 20619.9K $
281VF Corp 1,17019.9K $
282Gap Inc/The 82019.8K $
283Docusign Inc 41719.8K $
284SentinelOne Inc 1,52919.7K $
285Columbia Seligman Premium Technology Growth Fund, Inc. 51819.6K $
286Take-Two Interactive Software Inc 9919.6K $
287Conagra Brands Inc 1,23919.5K $
288Darling Ingredients Inc 30919.1K $
289Gilead Sciences Inc 13719.1K $
290iShares Trust 8518.6K $
291SM Energy Co 58618.3K $
292Iridium Communications Inc 65218.1K $
293Vir Biotechnology Inc 1,96817.6K $
294Leonardo DRS Inc 39317.5K $
295Qorvo Inc 22517.4K $
296Pfizer Inc 61417.2K $
297Sprouts Farmers Market Inc 22317.2K $
298Exelixis Inc 39917.1K $
299Bank of America Corp 35017.1K $
300Charter Communications, Inc. 7917.1K $