Wealth Advisory Team LLC New Holdings in Q2 2025

Wealth Advisory Team LLC

  • $107 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
356K
New
$36.36 - $41.4 $13M - $14.7M
356K $14.7B
DRSK
ETF Ser Solutions Aptus Define

ETFs
397K
New
$26.75 - $28.79 $10.6M - $11.4M
397K $11.4B
DFUS
Dimensional ETF Tr U S Equity

ETFs
151K
New
$53.65 - $67.02 $8.1M - $10.1M
151K $10.1B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
217K
New
$38.18 - $45.52 $8.29M - $9.89M
217K $9.5B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
315K
New
$24.48 - $24.9 $7.7M - $7.84M
315K $7.83B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
50.7K
New
$114.78 - $133.31 $5.82M - $6.76M
50.7K $6.76B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
85.3K
New
$75.05 - $77.34 $6.4M - $6.59M
85.3K $6.59B
UITB
Usaa ETF Tr Core Intermediate

ETFs
128K
New
$45.95 - $47.33 $5.89M - $6.07M
128K $6.03B
VONG
Vanguard Russell 1000 Growth E

ETFs
44.5K
New
$82.51 - $109.2 $3.67M - $4.86M
44.5K $4.86B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
90.9K
New
$39.89 - $49.46 $3.63M - $4.5M
90.9K $4.5B
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
48.1K
New
$45.13 - $56.88 $2.17M - $2.74M
48.1K $2.74B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
28.1K
New
$73.02 - $90.22 $2.05M - $2.53M
28.1K $2.51B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
23.8K
New
$70.54 - $93.95 $1.68M - $2.24M
23.8K $2.24B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
30.1K
New
$30.87 - $39.17 $929K - $1.18M
30.1K $1.18B
DSI
Ishares Msci Kld 400 Social Et

ETFs
9.72K
New
$91.62 - $116.16 $891K - $1.13M
9.72K $1.13B
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
17.5K
New
$51.36 - $62.5 $899K - $1.09M
17.5K $1.09B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
26K
New
$33.46 - $41.33 $869K - $1.07M
26K $1.07B
FNDF
Schwab Fundamental Intl Large

ETFs
24.8K
New
$32.25 - $40.02 $799K - $991K
24.8K $991M
PG
Procter & Gamble CO

Consumer Defensive
5.74K
New
$157.66 - $172.39 $904K - $989K
5.74K $914M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
17K
New
$34.28 - $41.6 $583K - $708K
17K $706M
FNDX
Schwab Fundamental U S Large C

ETFs
28.2K
New
$20.84 - $24.54 $588K - $692K
28.2K $692M
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.1K
New
$22.27 - $29.21 $426K - $559K
19.1K $559M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
22.2K
New
$24.66 - $25.17 $546K - $558K
22.2K $558M
MSFT
Microsoft Corp

Technology
1.12K
New
$354.56 - $497.45 $396K - $556K
1.12K $556M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
11.6K
New
$46.41 - $47.7 $538K - $553K
11.6K $551M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
12.1K
New
$30.25 - $38.85 $367K - $472K
12.1K $471M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
9.82K
New
$43.64 - $45.44 $429K - $446K
9.82K $446M
SO
Southern CO

Utilities
4.49K
New
$84.91 - $92.56 $381K - $416K
4.49K $412M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.39K
New
$179.95 - $278.88 $250K - $388K
1.39K $388M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
7.08K
New
$49.98 - $50.26 $354K - $356K
7.08K $355M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
11.7K
New
$23.61 - $24.24 $277K - $284K
11.7K $284M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.06K
New
$103.88 - $123.68 $214K - $254K
2.06K $254M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.99K
New
$37.08 - $42.26 $222K - $253K
5.99K $248M
MCD
Mcdonalds Corp

Consumer Cyclical
823
New
$285.55 - $321.23 $235K - $264K
823 $240M
AAPL
Apple Inc.

Technology
1.16K
New
$172.42 - $223.89 $200K - $260K
1.16K $238M
JNJ
Johnson & Johnson

Healthcare
1.55K
New
$146.36 - $159.82 $227K - $247K
1.55K $236M
EWRE
Invesco S&P 500 Equal Weight R

ETFs
5.75K
New
N/A
5.75K $201M
Activity Summary
Buys All Purchases 38 New Holdings 38 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Advisory Team LLC Portfolio

Follow Wealth Advisory Team LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisory Team LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Team LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email