Wealth Advisory Team LLC Portfolio Holdings by Sector
Wealth Advisory Team LLC
- $107 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ACIO DRSK DFUS DBEF UCON VYM BIV UITB 32 stocks |
$104 Million
97.57% of portfolio
|
  32  
|
- |
  32  
|
- |
0
Calls
0
Puts
|
$913,975
0.85% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$555,997
0.52% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$412,347
0.39% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$240,352
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$238,320
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$236,427
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|