Wealth Advisory Team LLC reported 39 holdings worth US$123M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Wealth Advisory Team LLC reported 39 holdings worth US$123M as of Jun 30, 2026. Largest: Procter & Gamble Company (the), Southern Company (the) and Microsoft Corp. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 39
- Value as reported
- US$123M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Procter & Gamble Company (the) | 5,450 | US$799K | 0.65% |
| Southern Company (the) | 4,639 | US$444K | 0.36% |
| Microsoft Corp. | 1,059 | US$395K | 0.32% |
| Apple Inc | 1,136 | US$329K | 0.27% |
| Johnson & Johnson | 1,280 | US$325K | 0.26% |
| Ge Aerospace | 678 | US$253K | 0.21% |
| Mcdonald's Corporation | 842 | US$228K | 0.19% |
| Nextera Energy, Inc. | 2,290 | US$201K | 0.16% |