Wealth Advisory Team LLC

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title
Andrew J Pulsfort - Partner
Location
Bellevue, KY
Holdings as of
30 Jun 2025
Value $
$106,918,650
Num holdings
38
Filing time
25 Jul 2025, 10:47:17 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included ACIO, DRSK, DFUS, DBEF, and UCON.
Next filing
Q4 2025 - 05 Feb 2026
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Andrew J Pulsfort Partner Bellevue, Kentucky 25 Jul 2025