The Analysis of Wealth Advisory Team LLC's Holdings
Currently, Wealth Advisory Team LLC holds 39 types of securities in its portfolio with a total value $113.1M. In the most recent quarter, they have increased their positions in DRSK (+15.9K shares, valued at $453.2K), SPY (+415 shares, valued at $283.8K), DBEF (+5.7K shares, valued at $276.3K); decreased their positions in ISCF (-5.6K shares, valued at $231.7K), VYM (-1.2K shares, valued at $172.8K), CGW (-2.5K shares, valued at $158.2K); initiated new positions in SPY (+415 shares, valued at $283.8K), VUG (+447 shares, valued at $218.3K), N/A (+677 shares, valued at $208.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ACIO ETF SER SOLUTIONS359.2K shares0.84%2025-12-312026-02-05
DRSK ETF SER SOLUTIONS413.1K shares4.01%2025-12-312026-02-05 DFUS DIMENSIONAL ETF TRUST152.2K shares0.78%2025-12-312026-02-05 DBEF DBX ETF TR223.0K shares2.64%2025-12-312026-02-05 UCON FIRST TR EXCHNG TRADED FD VI314.1K shares-0.20%2025-12-312026-02-05 VYM VANGUARD WHITEHALL FDS49.5K shares-2.37%2025-12-312026-02-05 BIV VANGUARD BD INDEX FDS85.6K shares0.41%2025-12-312026-02-05 UITB VICTORY PORTFOLIOS II126.4K shares-1.39%2025-12-312026-02-05 VONG VANGUARD SCOTTSDALE FDS43.3K shares-2.72%2025-12-312026-02-05 VWO VANGUARD INTL EQUITY INDEX F95.7K shares5.29%2025-12-312026-02-05 XMHQ INVESCO EXCHANGE TRADED FD T33.3K shares-1.08%2025-12-312026-02-05 USSG DBX ETF TR46.8K shares-2.72%2025-12-312026-02-05 ESGD ISHARES TR27.5K shares-2.03%2025-12-312026-02-05 NULG NUSHARES ETF TR23.2K shares-2.60%2025-12-312026-02-05 ESGE ISHARES INC29.3K shares-2.60%2025-12-312026-02-05 DSI ISHARES TR9.6K shares-1.42%2025-12-312026-02-05 ESML ISHARES TR25.1K shares-3.45%2025-12-312026-02-05 FNDF SCHWAB STRATEGIC TR24.4K shares-1.56%2025-12-312026-02-05 CGW INVESCO EXCH TRADED FD TR II15.0K shares-14.35%2025-12-312026-02-05 PG PROCTER AND GAMBLE CO5.8K shares1.17%2025-12-312026-02-05 XJH ISHARES TR17.1K shares0.45%2025-12-312026-02-05 FNDX SCHWAB STRATEGIC TR27.5K shares-2.67%2025-12-312026-02-05 SCHG SCHWAB STRATEGIC TR18.1K shares-5.19%2025-12-312026-02-05 SUSB ISHARES TR22.9K shares3.16%2025-12-312026-02-05 MSFT MICROSOFT CORP1.1K shares0.27%2025-12-312026-02-05 EAGG ISHARES TR10.9K shares-5.60%2025-12-312026-02-05 SMH VANECK ETF TRUST1.4K shares0.29%2025-12-312026-02-05 SO SOUTHERN CO4.6K shares1.69%2025-12-312026-02-05 GSY INVESCO ACTIVELY MANAGED EXC7.2K shares2.22%2025-12-312026-02-05 AAPL APPLE INC1.2K shares3.44%2025-12-312026-02-05 CEMB ISHARES INC7.0K shares-28.46%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON1.5K shares-5.04%2025-12-312026-02-05 GRNB VANECK ETF TRUST12.1K shares3.01%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR415 sharesnew addition2025-12-312026-02-05 ISCF ISHARES TR6.6K shares-46.01%2025-12-312026-02-05 MCD MCDONALDS CORP832 shares1.09%2025-12-312026-02-05 IJJ ISHARES TR1.9K shares-6.66%2025-12-312026-02-05 VUG VANGUARD INDEX FDS447 sharesnew addition2025-12-312026-02-05 GE AEROSPACE GE AEROSPACE677 sharesnew addition2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available