Wealth Advisory Team LLC
Long-term investor · KY · @wealthadvisoryteamllc
+9.8%
All time
S&P +12.2%
Long-term investor
Wealth Advisory Team LLC @wealthadvisoryteamllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002039196).
Record
- Tracked since 2025-06-30 (494 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +14.2% · 1 year n/a · all +9.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 26922A222 · 15.7% · long · since 2025-06-30
- 25434V401 · 10.5% · long · since 2025-06-30
- 233051200 · 10.0% · long · since 2025-06-30
- 26922A388 · 9.8% · long · since 2025-06-30
- 33740F888 · 6.3% · long · since 2025-06-30
- 921937819 · 5.2% · long · since 2025-06-30
- 922042858 · 4.7% · long · since 2025-06-30
- 92206C680 · 4.6% · long · since 2025-06-30
- 92647N527 · 4.6% · long · since 2025-06-30
- 921946406 · 4.6% · long · since 2025-06-30
- 233051150 · 3.0% · long · since 2025-06-30
- 46435G516 · 2.8% · long · since 2025-06-30