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
301Genuine Parts Co 16016.9K $
302Gartner Inc 10616.8K $
303American Homes 4 Rent 59416.6K $
304Expedia Group Inc 7116.4K $
305Mid-America Apartment Communities, Inc. 13316.2K $
306Ally Financial Inc 40816K $
307Unitil Corp 30015.7K $
308Lamb Weston Holdings Inc 36715.5K $
309Lennar Corp 17815.5K $
310Exxon Mobil Corp 9115.4K $
311Select Sector Spdr Trust 25015.3K $
312Truist Financial Corp 32915.1K $
313American Airlines Group Inc 1,40015K $
314VICI Properties Inc 54514.9K $
315CCC Intelligent Solutions Holdings Inc 2,46414.8K $
316ATI Inc 10114.7K $
317Equifax Inc 8114.6K $
318Newell Brands Inc 4,24714.6K $
319BHP Group Ltd 20014.5K $
320MongoDB Inc 5914.4K $
321CarMax Inc 34714.4K $
322Corpay Inc 4914.3K $
323FMC Corp 82814.3K $
324Versant Media Group Inc 37714K $
325iShares U.S. Financial Services ETF 16513.7K $
326Ralph Lauren Corp 3913.4K $
327Datadog Inc 11313.3K $
328VANGUARD ENERGY ETF VANGUARD ENERGY ETF 7713.3K $
329Knight-Swift Transportation Holdings Inc 23013.2K $
330QUALCOMM Inc 10113K $
331SS&C Technologies Holdings Inc 19213K $
332MSCI Inc 2412.9K $
333Globus Medical Inc 15012.9K $
334Intuitive Surgical Inc 2812.9K $
335Biogen Inc 7012.8K $
336Concentrix Corp 46912.8K $
337Unum Group 17512.8K $
338Host Hotels & Resorts Inc 65812.6K $
339ConocoPhillips 9512.5K $
340Medpace Holdings Inc 2612.5K $
341Federal Realty Investment Trust 11712.4K $
342Onto Innovation Inc 6012.3K $
343Northern Trust Corp 8812.3K $
344Robert Half Inc 48112.2K $
345WisdomTree Trust 7712.2K $
346OneMain Holdings Inc 22612.1K $
347Starwood Property Trust Inc 70012.1K $
348VeriSign Inc 4811.9K $
349Sotera Health Co 81411.7K $
350Ball Corp 19611.6K $
351Tapestry Inc 8211.6K $
352Kenvue Inc 67011.6K $
353Kyndryl Holdings Inc 86211.3K $
354MGIC Investment Corp 43011.3K $
355Ionis Pharmaceuticals Inc 15011.3K $
356Science Applications International Corp 11811.2K $
357Prologis Inc 8411.1K $
358Woodward Inc 3111.1K $
359Corteva Inc 13211.1K $
3603M Co 7611K $
361Core & Main Inc 22010.9K $
362McCormick & Co Inc/MD 21510.8K $
363Bath & Body Works Inc 57210.7K $
364Halliburton Co 26910.5K $
365Kemper Corp 34210.5K $
366Avnet Inc 16710.3K $
367Nasdaq Inc 12110.3K $
368ZoomInfo Technologies Inc 1,71710.3K $
369Ingredion Inc 9110.3K $
370AutoZone Inc 310.1K $
371Microchip Technology Inc 15410K $
372Skyworks Solutions Inc 1819.7K $
373Molson Coors Beverage Co 2259.7K $
374Southern Co/The 1009.7K $
375TransUnion 1379.5K $
376CDW Corp/DE 789.4K $
377Ollie's Bargain Outlet Holdings Inc 1029.4K $
378TripAdvisor Inc 8809.4K $
379Caterpillar Inc 139.2K $
380MKS Inc 399K $
381Procore Technologies Inc 1578.9K $
382Kratos Defense & Security Solutions, Inc. 1258.8K $
383Cloudflare Inc 418.5K $
384Alexandria Real Estate Equities, Inc. 1818.4K $
385Valley National Bancorp 6818.4K $
386Crowdstrike Holdings Inc 218.2K $
387DoorDash Inc 548.1K $
388California Resources Corp 1178.1K $
389Natera Inc 408K $
390Sysco Corp 1128K $
391UiPath Inc 7198K $
392Subaru Corp 1,0008K $
393Gitlab Inc 3637.9K $
394RPM International Inc 797.9K $
395Littelfuse Inc 237.8K $
396Adobe Inc 327.8K $
397Trimble Inc 1177.6K $
398Atmos Energy Corp 417.6K $
399American Financial Group Inc/OH 597.5K $
400CubeSmart 2057.5K $