WPA
Wealth Preservation Advisors LLC Portfolio
Invests via Wealth Preservation Advisors LLC | Managed by Ruth Thortvedt, Gene Rice
Invests via Wealth Preservation Advisors LLC
Managed by Ruth Thortvedt, Gene Rice
Automatically Tracked
Company Profile
Wealth Preservation Advisors LLC is a specialized firm focused on delivering comprehensive financial and estate planning solutions to high-net-worth individuals and families. The company distinguishes itself in the market by integrating wealth management strategies with robust legal frameworks, ensuring clients are equipped for long-term preservation of their assets. Founded by industry veterans with deep expertise in finance and taxation, its leadership drives a tailored approach that prioritizes personalized client service. As advisors navigate the complexities of preserving family legacies across generations, the firm's reputation for meticulous attention to detail solidifies its standing as a trusted partner in financial stewardship.
Wealth Preservation Advisors LLC is a specialized firm focused on delivering comprehensive financial and estate planning solutions to high-net-worth individuals and families. The company distinguishes itself in the market by integrating wealth management strategies with robust legal frameworks, ensuring clients are equipped for long-term preservation of their assets. Founded by industry veterans with deep expertise in finance and taxation, its leadership drives a tailored approach that prioritizes personalized client service. As advisors navigate the complexities of preserving family legacies across generations, the firm's reputation for meticulous attention to detail solidifies its standing as a trusted partner in financial stewardship.
Investment Philosophy & Strategy
Wealth Preservation Advisors LLC strategically integrates sophisticated financial planning with legal insights to safeguard client wealth. Leveraging a unique approach that combines extensive industry knowledge with tailored solutions, the firm excels in supporting high-net-worth families. With an emphasis on preserving legacies through informed asset management, the leadership fosters a commitment to personalized service and proactive estate strategies. The focus extends beyond mere compliance; it champions enduring partnerships that enable clients to navigate generational transitions confidently while optimizing their wealth’s longevity.
Wealth Preservation Advisors LLC strategically integrates sophisticated financial planning with legal insights to safeguard client wealth. Leveraging a unique approach that combines extensive industry knowledge with tailored solutions, the firm excels in supporting high-net-worth families. With an emphasis on preserving legacies through informed asset management, the leadership fosters a commitment to personalized service and proactive estate strategies. The focus extends beyond mere compliance; it champions enduring partnerships that enable clients to navigate generational transitions confidently while optimizing their wealth’s longevity.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
38.25%
Gain +0.22%
Monthly
1.77%
Yearly
23.36%
Drawdown
11.97%
$184.7M
Equity
Holdings
$184.7M
Investment
$145.87M
$53.03M
Profit +$386,516.34
Realized
$14.2M
Unrealized
$38.83M
Dividends
$3.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$386,516.34
Win %
67%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$2.16M
Win %
67%
This Month
Compared to last month
Gain
0.76%
Profit
$1.39M
Win %
67%
This Year
Compared to last year
Gain
5.15%
Profit
$9.04M
Win %
67%
KGC Kinross Gold Corporation
+5.55%
+$11,452.16 
NOW ServiceNow, Inc.
+5.35%
+$16,268.28 
AEM Agnico Eagle Mines Limited
+5.18%
+$19,027.76 
SOUN SoundHound AI Inc.
+3.97%
+$2,404.8 
LOW Lowe's Companies Inc.
+3.57%
+$7,019.39 
AUR Aurora Innovation, Inc.
+3.54%
+$3,162.99 
DHR Danaher Corporation
+3.37%
+$5,050.08 
GDXJ VanEck Junior Gold Miners ETF
+3.28%
+$4,193.36 
SNAP Snap Inc.
+3.28%
+$2,000 
NFLX Netflix, Inc.
+3.21%
+$68,104.02 
CHDN Churchill Downs Incorporated
+3.06%
+$9,975.61 
NEM Newmont Corporation
+2.67%
+$11,864.3 
WFC Wells Fargo & Company
+2.51%
+$12,484.5 
UBER Uber Technologies, Inc.
+2.32%
+$49,270.83 
SPG Simon Property Group, Inc.
+2.21%
+$35,208.8 
KKR KKR & Co. Inc.
+2.04%
+$8,706.25 
OBDC Blue Owl Capital Corporation
+2.03%
+$35,388.33 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+1.9%
+$8,439.32 
MCD McDonald's Corporation
+1.85%
+$5,737.41 
PNFP Pinnacle Financial Partners Inc.
+1.82%
+$17,133.22 
USB U.S. Bancorp
+1.79%
+$5,194.85 
PEBO Peoples Bancorp Inc.
+1.72%
+$159,163.85 
FHN First Horizon Corporation
+1.65%
+$18,989.25 
FBK FB Financial Corp
+1.53%
+$14,630 
SYBT Stock Yards Bancorp Inc.
+1.45%
+$9,007.76 
SA Seabridge Gold Inc.
+1.44%
+$3,337.56 
GLD SPDR Gold Shares
+1.33%
+$10,600.02 
XLF Financial Select Sector SPDR Fund
+1.31%
+$8,881.73 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.29%
+$12,234.02 
AB AllianceBernstein Holding L.P.
+1.28%
+$6,626.84 
SMBK SmartFinancial Inc.
+1.25%
+$3,261.82 
VGK Vanguard FTSE Europe ETF
+1.22%
+$3,210.24 
PGR Progressive Corporation
+1.18%
+$3,978.33 
MSFT Microsoft Corp.
+1.17%
+$179,512.24 
OHI Omega Healthcare Investors Inc.
+1.11%
+$5,658.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.97%
+$2,046.8 
DFSV Dimensional US Small Cap Value ETF
+0.97%
+$10,955.48 
EFA iShares MSCI EAFE ETF
+0.71%
+$5,070.77 
UNP Union Pacific Corporation
+0.71%
+$3,209.45 
VOE Vanguard Mid-Cap Value ETF
+0.71%
+$23,659.2 
VTV Vanguard Value ETF
+0.67%
+$54,833.49 
ARKB Ark 21Shares Bitcoin ETF
+0.63%
+$2,040 
IJH iShares Core S&P Mid-Cap ETF
+0.57%
+$1,133.37 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.54%
+$1,369.3 
DE Deere & Company
+0.52%
+$4,236.4 
SCHV Schwab U.S. Large-Cap Value ETF
+0.52%
+$2,786 
KO The Coca-Cola Company
+0.51%
+$3,806.49 
VBK Vanguard Small-Cap Growth ETF
+0.5%
+$3,424.58 
GOOGL Alphabet Inc
+0.46%
+$13,675.26 
GOOG Alphabet Inc
+0.45%
+$155,241.31 
VOT Vanguard Mid-Cap Growth ETF
+0.44%
+$5,174.69 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.35%
+$9,163.68 
VYM Vanguard High Dividend Yield ETF
+0.35%
+$1,588.4 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$6,816.15 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
+0.31%
+$2,516.4 
SCHF Schwab International Equity ETF
+0.3%
+$1,021.2 
META Meta Platforms Inc Class A
+0.3%
+$3,032.41 
VOO Vanguard S&P 500 ETF
+0.04%
+$122.38 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$670.19 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$43 
WBD Warner Bros. Discovery, Inc.
0%
$0 PCMM
PCMM
0%
$0 
DELL Dell Technologies Inc.
-9.54%
-$49,691.99 
FIX Comfort Systems USA, Inc.
-4.82%
-$4,830.15 
TT Trane Technologies plc
-3.76%
-$11,985.49 
MPC Marathon Petroleum Corporation
-2.71%
-$26,477.12 
AVGO Broadcom Inc.
-2.13%
-$7,700.38 
APH Amphenol Corporation
-2.1%
-$15,451.2 
CEG Constellation Energy Corporation
-1.95%
-$5,896.81 
NVDA NVIDIA Corporation
-1.92%
-$471,924.25 
TSLA Tesla, Inc.
-1.88%
-$12,691.39 
PANW Palo Alto Networks, Inc.
-1.59%
-$3,576.01 
HEEM iShares Currency Hedged MSCI Emerging Markets ETF
-0.99%
-$8,984 
APO Apollo Global Management, Inc.
-0.78%
-$10,942.8 
MU Micron Technology, Inc.
-0.76%
-$1,690.92 
DXJ WisdomTree Japan Hedged Equity Fund
-0.63%
-$1,747.62 
ASML ASML Holding N.V. New York Registry Shares
-0.62%
-$1,564.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.42%
-$2,175.92 
MS Morgan Stanley
-0.38%
-$2,270.07 
VUG Vanguard Growth ETF
-0.38%
-$15,318.44 
JPM JPMorgan Chase & Co.
-0.33%
-$2,765.28 
RTX RTX Corporation
-0.25%
-$1,279.72 
PNC The PNC Financial Services Group, Inc.
-0.2%
-$1,501.92 
AAPL Apple Inc.
-0.18%
-$22,488.39 
MRK Merck & Co., Inc.
-0.17%
-$1,686.32 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.11%
-$385.99 
DUK Duke Energy Corporation
-0.11%
-$130 
AMZN Amazon.com Inc
-0.1%
-$21,076.67 Events
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Dividends
Dividend Analysis
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| Trades 2324 | Longs Won 1376/2324 59% | Profit Factor 9.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $328,261.55 |
| Average Win $43,031.21 | Best Trade (Oct 14) $8.64M | Sharpe Ratio -42.43 |
| Average Loss -$6,521.17 | Worst Trade (Oct 14) -$761,142.28 | Z-Score -2.5 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 2d | Expectancy $22,818.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 35,982 | $8.48M | $12.32M | - | $3.84M | 45.28% | -0.182% |
| AB AllianceBernstein Holding L.P. | 15,061 | $530,448 | $523,520.36 | - | -$6,927.64 | -1.31% | +1.282% |
| AEM Agnico Eagle Mines Limited | 2,075 | $224,951 | $386,323.5 | - | $161,372.5 | 71.74% | +5.181% |
| AMZN Amazon.com Inc | 79,534 | $15.48M | $20.19M | - | $4.71M | 30.43% | -0.104% |
| APH Amphenol Corporation | 8,880 | $145,614.24 | $718,836 | - | $573,221.76 | 393.66% | -2.104% |
| APO Apollo Global Management, Inc. | 12,435 | $1.49M | $1.4M | - | -$94,499.98 | -6.33% | -0.776% |
| ARKB Ark 21Shares Bitcoin ETF | 12,000 | $341,385.01 | $327,120 | - | -$14,265.01 | -4.18% | +0.628% |
| ASML ASML Holding N.V. New York Registry Shares | 152 | $213,537.65 | $249,235.92 | - | $35,698.27 | 16.72% | -0.624% |
| AUR Aurora Innovation, Inc. | 17,700 | $95,403 | $92,547.99 | - | -$2,855.01 | -2.99% | +3.539% |
| AVGO Broadcom Inc. | 1,042 | $296,233.07 | $353,092.12 | - | $56,859.05 | 19.19% | -2.134% |
| BRK-B Berkshire Hathaway Inc. | 4,131 | $2.07M | $2.18M | - | $113,552.1 | 5.49% | +0.313% |
| CEG Constellation Energy Corporation | 1,080 | $268,378 | $296,006.4 | - | $27,628.4 | 10.29% | -1.953% |
| CHDN Churchill Downs Incorporated | 4,080 | $365,731 | $336,457.2 | - | -$29,273.8 | -8% | +3.055% |
| DE Deere & Company | 1,246 | $584,677.01 | $814,609.88 | - | $229,932.87 | 39.33% | +0.523% |
| DELL Dell Technologies Inc. | 1,025 | $95,176.93 | $470,936.25 | - | $375,759.32 | 394.8% | -9.545% |
| DFSV Dimensional US Small Cap Value ETF | 30,015 | $844,928.11 | $1.14M | - | $299,693.91 | 35.47% | +0.966% |
| DHR Danaher Corporation | 668 | $129,871.32 | $155,143 | - | $25,271.68 | 19.46% | +3.365% |
| DUK Duke Energy Corporation | 1,000 | $121,821.62 | $119,510 | - | -$2,311.62 | -1.9% | -0.109% |
| DXJ WisdomTree Japan Hedged Equity Fund | 4,599 | $261,129.06 | $274,606.29 | - | $13,477.23 | 5.16% | -0.632% |
| EFA iShares MSCI EAFE ETF | 6,899 | $648,003.78 | $713,943.01 | - | $65,939.23 | 10.18% | +0.715% |
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FAQ
Which stocks have generated the highest profits for Wealth Preservation Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $7.44M, NVIDIA Corporation - $1.31M, StepStone Private Venture and Growth Fund; Class I Shares - $836,639.05, Peoples Bancorp Inc - $670,031.77, and Tesla, Inc - $371,120.37. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Blue Owl Capital Inc - $313,029.5, Salesforce Inc - $246,595, ServiceNow, Inc - $103,537.29, UnitedHealth Group Incorporated - $100,642.94, and Uber Technologies, Inc - $82,827.27. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Wealth Preservation Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.09M earned over time. The largest contributors to dividend income include Peoples Bancorp Inc - $566,604.94, Blue Owl Capital Corporation - $411,093.47, Vanguard Value ETF - $174,083.24, Microsoft Corp - $131,017.04, and Alphabet Inc - $116,869.14. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Wealth Preservation Advisors LLC's monthly returns?
Wealth Preservation Advisors LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Wealth Preservation Advisors LLC's strategy be considered aggressive or moderate?
Wealth Preservation Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Wealth Preservation Advisors LLC's strategy?
Wealth Preservation Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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