Wealth Preservation Advisors, LLC
Position in HALO — Halozyme Therapeutics, Inc.
CIK 1968434
CHATTANOOGA, TN
Position in HALO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,315
-$1,335 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Wealth Preservation Advisors, LLC holds $226,193 across 62 Biotechnology names. HALO ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
69 | $53,312 | |
| 2 | HALO |
Halozyme Therapeutics, Inc.
This page
|
500 | $32,315 | |
| 3 | BMRN |
Biomarin Pharmaceutical Inc
|
560 | $31,634 | |
| 4 | VIR |
Vir Biotechnology, Inc.
|
1,968 | $17,632 | |
| 5 | EXEL |
Exelixis, Inc.
|
399 | $17,113 | |
| 6 | RPRX |
Royalty Pharma plc
|
237 | $11,368 | |
| 7 | IONS |
Ionis Pharmaceuticals Inc
|
150 | $11,263 | |
| 8 | ROIV |
Roivant Sciences Ltd.
|
369 | $10,221 |
All Filings in HALO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,315 | 500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,650 | 500 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $36,670 | 500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,010 | 500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,905 | 500 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||