Wealth Advisory Team LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Wealth Advisory Team LLC opened 1 positions, added to 3, reduced 4, sold out of 0 and left 0 unchanged. The largest increase in value was NEE (+$201,033); the largest decrease was MSFT (-$147,155).
- MSFT: Country of operation United States; Class COM; Shares 2025-12-31 1,121; Shares 2026-06-30 1,059.
- PG: Country of operation United States; Class COM; Shares 2025-12-31 5,804; Shares 2026-06-30 5,450.
- JNJ: Country of operation United States; Class COM; Shares 2025-12-31 1,470; Shares 2026-06-30 1,280.
- AAPL: Country of operation United States; Class COM; Shares 2025-12-31 1,202; Shares 2026-06-30 1,136.
Two Form 13F-HR filings compared (SEC CIK 2039196): 2025-12-31 (filed 2026-02-05) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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