Wealth Advisory Team LLC Top Holdings and 13F Report (2025) About Wealth Advisory Team LLCInvestment ActivityWealth Advisory Team LLC has $106.92 million in total holdings as of June 30, 2025.Wealth Advisory Team LLC owns shares of 38 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings Aptus Collared Investment Opportunity ETF $14,745,635Aptus Defined Risk ETF $11,415,104Dimensional U.S. Equity ETF $10,118,002Xtrackers MSCI EAFE Hedged Equity ETF $9,504,977First Trust TCW Unconstrained Plus Bond ETF $7,832,689 Sector AllocationMap of 500 Largest Holdings ofWealth Advisory Team LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorACIOAptus Collared Investment Opportunity ETF$14,745,635356,17513.8%ETFDRSKAptus Defined Risk ETF$11,415,104397,18510.7%ETFDFUSDimensional U.S. Equity ETF$10,118,002150,9709.5%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$9,504,977217,2578.9%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$7,832,689314,6927.3%ETFVYMVanguard High Dividend Yield ETF$6,763,91450,7386.3%ETFBIVVanguard Intermediate-Term Bond ETF$6,594,34785,2646.2%ETFUITBVictoryShares Core Intermediate Bond ETF$6,033,245128,1765.6%ETFVONGVanguard Russell 1000 Growth ETF$4,858,48844,4924.5%ETFVWOVanguard FTSE Emerging Markets ETF$4,495,61490,8944.2%ETFXMHQInvesco S&P MidCap Quality ETF$3,302,17433,6133.1%ETFUSSGXtrackers MSCI USA Selection Equity ETF$2,735,28748,0892.6%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,505,20128,0792.3%ManufacturingNULGNuveen ESG Large-Cap Growth ETF$2,236,92423,8102.1%ETFESGEiShares ESG Aware MSCI EM ETF$1,178,79830,0941.1%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$1,129,5919,7241.1%ETFCGWInvesco S&P Global Water Index ETF$1,093,40817,4951.0%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,074,01925,9861.0%ETFFNDFSchwab Fundamental International Equity ETF$991,12324,7660.9%ETFPGProcter & Gamble$913,9755,7370.9%Consumer StaplesXJHiShares ESG Select Screened S&P Mid-Cap ETF$705,91817,0100.7%ETFFNDXSchwab Fundamental U.S. Large Company ETF$692,48328,2190.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$558,65619,1260.5%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$557,55022,1510.5%ManufacturingMSFTMicrosoft$555,9971,1180.5%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$550,71111,5840.5%ETFISCFiShares International Small Cap Equity Factor ETF$470,70712,1410.4%ETFCEMBiShares J.P. Morgan EM Corporate Bond ETF$446,2709,8210.4%ETFSOSouthern$412,3474,4900.4%UtilitiesSMHVanEck Semiconductor ETF$387,8281,3910.4%ManufacturingGSYInvesco Ultra Short Duration ETF$354,9467,0790.3%ETFGRNBVanEck Green Bond ETF$283,93211,7130.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$254,2302,0570.2%ETFXLREReal Estate Select Sector SPDR Fund$248,1495,9910.2%ETFMCDMcDonald's$240,3528230.2%Retail/WholesaleAAPLApple$238,3201,1620.2%Computer and TechnologyJNJJohnson & Johnson$236,4271,5480.2%MedicalRSPRInvesco S&P 500 Equal Weight Real Estate ETF$201,3125,7470.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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