The Analysis of Wealth Advisory Team LLC's Holdings


Currently, Wealth Advisory Team LLC holds 38 types of securities in its portfolio with a total value $106.9M. In the most recent quarter, they have increased their positions in ACIO (+356.2K shares, valued at $14.7M), DRSK (+397.2K shares, valued at $11.4M), DFUS (+151.0K shares, valued at $10.1M); initiated new positions in ACIO (+356.2K shares, valued at $14.7M), DRSK (+397.2K shares, valued at $11.4M), DFUS (+151.0K shares, valued at $10.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ACIO ETF SER SOLUTIONS356.2K sharesnew addition2025-06-302025-07-25history
DRSK ETF SER SOLUTIONS397.2K sharesnew addition2025-06-302025-07-25history
DFUS DIMENSIONAL ETF TRUST151.0K sharesnew addition2025-06-302025-07-25history
DBEF DBX ETF TR217.3K sharesnew addition2025-06-302025-07-25history
UCON FIRST TR EXCHNG TRADED FD VI314.7K sharesnew addition2025-06-302025-07-25history
VYM VANGUARD WHITEHALL FDS50.7K sharesnew addition2025-06-302025-07-25history
BIV VANGUARD BD INDEX FDS85.3K sharesnew addition2025-06-302025-07-25history
UITB VICTORY PORTFOLIOS II128.2K sharesnew addition2025-06-302025-07-25history
Sponsored
VONG VANGUARD SCOTTSDALE FDS44.5K sharesnew addition2025-06-302025-07-25history
VWO VANGUARD INTL EQUITY INDEX F90.9K sharesnew addition2025-06-302025-07-25history
XMHQ INVESCO EXCHANGE TRADED FD T33.6K sharesnew addition2025-06-302025-07-25history
USSG DBX ETF TR48.1K sharesnew addition2025-06-302025-07-25history
ESGD ISHARES TR28.1K sharesnew addition2025-06-302025-07-25history
NULG NUSHARES ETF TR23.8K sharesnew addition2025-06-302025-07-25history
ESGE ISHARES INC30.1K sharesnew addition2025-06-302025-07-25history
DSI ISHARES TR9.7K sharesnew addition2025-06-302025-07-25history
Sponsored
CGW INVESCO EXCH TRADED FD TR II17.5K sharesnew addition2025-06-302025-07-25history
ESML ISHARES TR26.0K sharesnew addition2025-06-302025-07-25history
FNDF SCHWAB STRATEGIC TR24.8K sharesnew addition2025-06-302025-07-25history
PG PROCTER AND GAMBLE CO5.7K sharesnew addition2025-06-302025-07-25history
XJH ISHARES TR17.0K sharesnew addition2025-06-302025-07-25history
FNDX SCHWAB STRATEGIC TR28.2K sharesnew addition2025-06-302025-07-25history
SCHG SCHWAB STRATEGIC TR19.1K sharesnew addition2025-06-302025-07-25history
SUSB ISHARES TR22.2K sharesnew addition2025-06-302025-07-25history
Sponsored
MSFT MICROSOFT CORP1.1K sharesnew addition2025-06-302025-07-25history
EAGG ISHARES TR11.6K sharesnew addition2025-06-302025-07-25history
ISCF ISHARES TR12.1K sharesnew addition2025-06-302025-07-25history
CEMB ISHARES INC9.8K sharesnew addition2025-06-302025-07-25history
SO SOUTHERN CO4.5K sharesnew addition2025-06-302025-07-25history
SMH VANECK ETF TRUST1.4K sharesnew addition2025-06-302025-07-25history
GSY INVESCO ACTIVELY MANAGED EXC7.1K sharesnew addition2025-06-302025-07-25history
GRNB VANECK ETF TRUST11.7K sharesnew addition2025-06-302025-07-25history
Sponsored
IJJ ISHARES TR2.1K sharesnew addition2025-06-302025-07-25history
XLRE SELECT SECTOR SPDR TR6.0K sharesnew addition2025-06-302025-07-25history
MCD MCDONALDS CORP823 sharesnew addition2025-06-302025-07-25history
AAPL APPLE INC1.2K sharesnew addition2025-06-302025-07-25history
JNJ JOHNSON & JOHNSON1.5K sharesnew addition2025-06-302025-07-25history
RSPR INVESCO EXCHANGE TRADED FD T5.7K sharesnew addition2025-06-302025-07-25history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available