Wealth Advisors Of Tampa Bay, LLC Portfolio Holdings

Wealth Advisors Of Tampa Bay, LLC

  • $234 Million
  • Q3 2024

Wealth Advisors Of Tampa Bay, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $234 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $12.8M, Apple Inc. with a value of $10.4M, Microsoft Corp with a value of $8.98M, Walmart Inc. with a value of $8.56M, and Waste Management Inc with a value of $7.06M.

Examining the 13F form we can see an increase of $25.2M in the current position value, from $208M to 234M.

Below you can find more details about Wealth Advisors Of Tampa Bay, LLC portfolio as well as his latest detailed transactions.

Portfolio value $234 Million
Technology: $68.6 Million
Consumer Cyclical: $29 Million
Communication Services: $28.3 Million
Financial Services: $26.4 Million
Industrials: $17.9 Million
Consumer Defensive: $15.6 Million
ETFs: $15.5 Million
Healthcare: $14.5 Million
Other: $17.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$97.3B
$12.8 Million 5.47% of portfolio
74,145
Q3 2024 Added 898.18%
$3.58T
$10.4 Million 4.47% of portfolio
44,835
Q3 2024 Reduced 8.8%
$3.19T
$8.98 Million 3.84% of portfolio
20,873
Q3 2024 Added 1.51%
$253B
$8.56 Million 3.66% of portfolio
106,012
Q3 2024 Reduced 1.35%
$87.4B
$7.06 Million 3.02% of portfolio
34,008
Q3 2024 Reduced 1.28%
$2.35T
$6.51 Million 2.79% of portfolio
34,942
Q3 2024 Reduced 1.34%
$114B
$6.42 Million 2.75% of portfolio
27,903
Q3 2024 Added 4.15%
$217B
$5.7 Million 2.44% of portfolio
11,505
Q3 2024 Reduced 0.62%
$43.6B
$5.65 Million 2.42% of portfolio
125,111
Q3 2024 Added 1.25%
$1.18T
$5.46 Million 2.34% of portfolio
32,928
Q3 2024 Reduced 1.2%
$208B
$5.41 Million 2.32% of portfolio
17,768
Q3 2024 Added 1.85%
$428B
$5.24 Million 2.24% of portfolio
12,927
Q3 2024 Added 3.48%
$173B
$5.13 Million 2.2% of portfolio
74,788
Q3 2024 Added 1.87%
$68.6B
$4.96 Million 2.12% of portfolio
69,015
Q3 2024 Reduced 2.59%
$327B
$4.94 Million 2.11% of portfolio
18,054
Q3 2024 Reduced 1.66%
$19B
$4.8 Million 2.05% of portfolio
46,464
Q3 2024 Added 2.22%
$41.7B
$4.67 Million 2.0% of portfolio
26,535
Q3 2024 Added 2.89%
$163B
$4.61 Million 1.97% of portfolio
110,267
Q3 2024 Added 2.12%
$251B
$4.55 Million 1.95% of portfolio
85,462
Q3 2024 Added 0.18%
$20B
$4.4 Million 1.88% of portfolio
262,036
Q3 2024 Added 2.26%
$150B
$4.27 Million 1.83% of portfolio
147,613
Q3 2024 Added 2.2%
$160B
$4.19 Million 1.79% of portfolio
190,255
Q3 2024 Reduced 0.33%
$164B
$4.14 Million 1.77% of portfolio
92,133
Q3 2024 Added 1.64%
$121B
$3.7 Million 1.58% of portfolio
71,472
Q3 2024 Reduced 0.4%
$117B
$3.7 Million 1.58% of portfolio
41,101
Q3 2024 Added 2.7%
$185B
$3.65 Million 1.56% of portfolio
30,169
Q3 2024 Reduced 3.51%
$39.8B
$3.63 Million 1.55% of portfolio
25,310
Q3 2024 Reduced 3.4%
$8B
$3.56 Million 1.52% of portfolio
49,227
Q3 2024 Reduced 0.15%
$80.2B
$3.29 Million 1.41% of portfolio
17,791
Q3 2024 Added 3.33%
$133B
$3.14 Million 1.34% of portfolio
5,376
Q3 2024 Added 19.18%
$36.1B
$3.07 Million 1.31% of portfolio
87,367
Q3 2024 Added 15.66%
$0
$3.04 Million 1.3% of portfolio
34,959
Q3 2024 Added 20.39%
$0
$2.9 Million 1.24% of portfolio
55,126
Q3 2024 New
$203B
$2.55 Million 1.09% of portfolio
4,929
Q3 2024 Reduced 0.6%
$74.6B
$2.51 Million 1.08% of portfolio
8,322
Q3 2024 Reduced 1.43%
$0
$2.42 Million 1.03% of portfolio
25,085
Q3 2024 Reduced 1.34%
$0
$2.26 Million 0.97% of portfolio
24,281
Q3 2024 Added 4.34%
$20.9B
$2.23 Million 0.96% of portfolio
10,939
Q3 2024 Reduced 1.44%
$134B
$2.21 Million 0.95% of portfolio
29,459
Q3 2024 Reduced 0.86%
$310B
$2.22 Million 0.95% of portfolio
15,102
Q3 2024 New
$12.3B
$2.19 Million 0.94% of portfolio
67,423
Q3 2024 Added 0.74%
$27.6B
$2.08 Million 0.89% of portfolio
14,082
Q3 2024 Reduced 0.69%
$32.3B
$1.86 Million 0.8% of portfolio
23,193
Q3 2024 Reduced 27.82%
$139B
$1.82 Million 0.78% of portfolio
21,556
Q3 2024 Added 12.3%
$610B
$1.71 Million 0.73% of portfolio
3,725
Q1 2024 Reduced 0.72%
$0
$1.63 Million 0.7% of portfolio
50,785
Q3 2024 New
$0
$1.55 Million 0.66% of portfolio
115,729
Q1 2024 Added 76.07%
$74.2B
$1.54 Million 0.66% of portfolio
10,313
Q3 2024 Reduced 0.34%
$81.2B
$1.52 Million 0.65% of portfolio
11,102
Q3 2024 Reduced 2.72%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $234 Million
  • Prior Value $208 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Wealth Advisors Of Tampa Bay, LLC Portfolio

Follow Wealth Advisors Of Tampa Bay, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisors Of Tampa Bay, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors Of Tampa Bay, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email