Wealth Preservation Advisors »

Ishares Tr us tech brkthr shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Ishares Tr us tech brkthr (TECB) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Ishares Tr us tech brkthr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr us tech brkthr held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr us tech brkthr by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $931 15 62.07

More positions owned by Wealth Preservation Advisors

Alphabet Inc Class Class C Common Stock (GOOG)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)
Microsoft Corp Common Stock (MSFT)
Uber Technologies Common Stock (UBER)
Apple Common Stock (AAPL)
Peoples Bancorp Incorporated Common (PEBO)
Vanguard Value Etf Uit Exchange Traded (VTV)
Stepstone Private Venture And Growth Fund Class I Closed End Mutl Fund
Netflix Common Stock (NFLX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Vanguard Mid Cap Value Etf Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)

View all positions for Wealth Preservation Advisors

Top funds holding Ishares Tr us tech brkthr

Financial Engines Advisors L.L.C
NorthRock Partners
Northwestern Mutual Wealth Management Company
LPL Financial
Citadel Advisors
Two Sigma Investments
Ameriprise Financial
Advisory Services Network
Gts Securities
Stonebridge Financial Planning Group
Valley National Advisers
Sheets Smith Wealth Management
Advisor Group Holdings
Raymond James Financial
Sigma Planning

View all funds holding Ishares Tr us tech brkthr