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shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of (CXDO) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in

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All positions including held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $148 24 6.17

More positions owned by Wealth Preservation Advisors

Nvidia Corp Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class Class C Common Stock (GOOG)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Vanguard Value Index Fund Etf Shares Uit Exchange Traded (VTV)
Netflix Common Stock (NFLX)
Vanguard Mid-cap Value Index Fund Etf Shares Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)
Vanguard Growth Index Fund Etf Shares Uit Exchange Traded (VUG)
State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY)
Ishares Currency Hedged Msci Eafe Etf Uit Exchange Traded (HEFA)
Uber Technologies Common Stock (UBER)
Dimensional Us Small Capvalue Etf Uit Exchange Traded (DFSV)

View all positions for Wealth Preservation Advisors

Top funds holding

BlackRock
Vanguard Group
Vanguard Capital Management
Essex Investment Management
Royce & Associates
Bard Associates
Acadian Asset Management
Geode Capital Management
Creative Planning
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Sei Investments
Legato Capital Management
Susquehanna International
Renaissance Technologies

View all funds holding