Wealth Advisory Team LLC Portfolio Holdings
Wealth Advisory Team LLC
- $107 Billion
- Q2 2025
Wealth Advisory Team LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 38 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $14.7B, ETF Ser Solutions Aptus Define with a value of $11.4B, Dimensional ETF Tr U S Equity with a value of $10.1B, Xtrackers Msci Eafe Hedged Equ with a value of $9.5B, and First Tr ETF Viii Tcw Unconstr with a value of $7.83B.
Examining the 13F form we can see an increase of $107B in the current position value.
Wealth Advisory Team LLC is based out at Bellevue, KY
Below you can find more details about Wealth Advisory Team LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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