Wealth Advisory Team LLC
$123M
13
9.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VYM | $5.68M | 4.62% | Not reported | -27.4% | Q2 2025 |
 FNDF | $1.29M | 1.05% | Not reported | +0.5% | Q2 2025 |
 SMH | $915K | 0.74% | Not reported | Not reported | Q2 2025 |
 PG | $799K | 0.65% | 0.00% | -6.1% | Q2 2025 |
| GRNB | $787K | 0.64% | Not reported | +170.3% | Q2 2025 |
 SO | $444K | 0.36% | 0.00% | +1.6% | Q2 2025 |
 MSFT | $395K | 0.32% | 0.00% | -5.5% | Q2 2025 |
 AAPL | $329K | 0.27% | 0.00% | -5.5% | Q2 2025 |
 JNJ | $325K | 0.26% | 0.00% | -12.9% | Q2 2025 |
 SPY | $281K | 0.23% | Not reported | -9.6% | Q4 2025 |
 GE | $253K | 0.21% | 0.00% | +0.2% | Q4 2025 |
 MCD | $228K | 0.19% | 0.00% | +1.2% | Q2 2025 |
 NEE | $201K | 0.16% | 0.00% | New | Q2 2026 |
| Q4 2025 | |||||
| VYM | $7.11M | 6.28% | Not reported | -2.4% | Q2 2025 |
| FNDF | $1.1M | 0.97% | Not reported | -1.6% | Q2 2025 |
| PG | $832K | 0.74% | 0.00% | +1.2% | Q2 2025 |
| MSFT | $542K | 0.48% | 0.00% | +0.3% | Q2 2025 |
| SMH | $502K | 0.44% | Not reported | +0.3% | Q2 2025 |
| SO | $398K | 0.35% | 0.00% | +1.7% | Q2 2025 |
| AAPL | $327K | 0.29% | 0.00% | +3.4% | Q2 2025 |
| JNJ | $304K | 0.27% | 0.00% | -5.0% | Q2 2025 |
| GRNB | $294K | 0.26% | Not reported | +3.0% | Q2 2025 |
| SPY | $284K | 0.25% | Not reported | New | Q4 2025 |
| MCD | $254K | 0.22% | 0.00% | +1.1% | Q2 2025 |
| GE | $209K | 0.18% | 0.00% | New | Q4 2025 |
| Q2 2025 | |||||
| VYM | $6.76M | 6.33% | Not reported | New | Q2 2025 |
| FNDF | $991K | 0.93% | Not reported | New | Q2 2025 |
| PG | $914K | 0.85% | 0.00% | New | Q2 2025 |
| MSFT | $556K | 0.52% | 0.00% | New | Q2 2025 |
| SO | $412K | 0.39% | 0.00% | New | Q2 2025 |
| SMH | $388K | 0.36% | Not reported | New | Q2 2025 |
| GRNB | $284K | 0.27% | Not reported | New | Q2 2025 |
| MCD | $240K | 0.22% | 0.00% | New | Q2 2025 |
| AAPL | $238K | 0.22% | 0.00% | New | Q2 2025 |
| JNJ | $236K | 0.22% | 0.00% | New | Q2 2025 |