Holdings
Wealth Advisory Team LLC
As of Jun 30, 2026, Wealth Advisory Team LLC reported 8 positions worth US$2.97M. Largest: Procter & Gamble Company (the), Southern Company (the) and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Procter & Gamble Company (the) | 5,450 | US$799K | first report | Jun 30, 2026 |
| Southern Company (the) | 4,639 | US$444K | first report | Jun 30, 2026 |
| Microsoft Corp. | 1,059 | US$395K | first report | Jun 30, 2026 |
| Apple Inc | 1,136 | US$329K | first report | Jun 30, 2026 |
| Johnson & Johnson | 1,280 | US$325K | first report | Jun 30, 2026 |
| Ge Aerospace | 678 | US$253K | first report | Jun 30, 2026 |
| Mcdonald's Corporation | 842 | US$228K | first report | Jun 30, 2026 |
| Nextera Energy, Inc. | 2,290 | US$201K | first report | Jun 30, 2026 |