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
$89.4B
$12.8 Million 5.47% of portfolio
74,145
Q3 2024 Added 898.18%
$4.09T
$10.4 Million 4.47% of portfolio
44,835
Q3 2024 Reduced 8.8%
$3.25T
$8.98 Million 3.84% of portfolio
20,873
Q3 2024 Added 1.51%
$250B
$8.56 Million 3.66% of portfolio
106,012
Q3 2024 Reduced 1.35%
$84.5B
$7.06 Million 3.02% of portfolio
34,008
Q3 2024 Reduced 1.28%
$2.29T
$6.51 Million 2.79% of portfolio
34,942
Q3 2024 Reduced 1.34%
$109B
$6.42 Million 2.75% of portfolio
27,903
Q3 2024 Added 4.15%
$193B
$5.7 Million 2.44% of portfolio
11,505
Q3 2024 Reduced 0.62%
$40B
$5.65 Million 2.42% of portfolio
125,111
Q3 2024 Added 1.25%
$1.14T
$5.46 Million 2.34% of portfolio
32,928
Q3 2024 Reduced 1.2%
$215B
$5.41 Million 2.32% of portfolio
17,768
Q3 2024 Added 1.85%
$402B
$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%
$62.7B
$4.96 Million 2.12% of portfolio
69,015
Q3 2024 Reduced 2.59%
$344B
$4.94 Million 2.11% of portfolio
18,054
Q3 2024 Reduced 1.66%
$19.3B
$4.8 Million 2.05% of portfolio
46,464
Q3 2024 Added 2.22%
$40.1B
$4.67 Million 2.0% of portfolio
26,535
Q3 2024 Added 2.89%
$168B
$4.61 Million 1.97% of portfolio
110,267
Q3 2024 Added 2.12%
$240B
$4.55 Million 1.95% of portfolio
85,462
Q3 2024 Added 0.18%
$19.7B
$4.4 Million 1.88% of portfolio
262,036
Q3 2024 Added 2.26%
$148B
$4.27 Million 1.83% of portfolio
147,613
Q3 2024 Added 2.2%
$162B
$4.19 Million 1.79% of portfolio
190,255
Q3 2024 Reduced 0.33%
$168B
$4.14 Million 1.77% of portfolio
92,133
Q3 2024 Added 1.64%
$122B
$3.7 Million 1.58% of portfolio
71,472
Q3 2024 Reduced 0.4%
$108B
$3.7 Million 1.58% of portfolio
41,101
Q3 2024 Added 2.7%
$171B
$3.65 Million 1.56% of portfolio
30,169
Q3 2024 Reduced 3.51%
$41.1B
$3.63 Million 1.55% of portfolio
25,310
Q3 2024 Reduced 3.4%
$7.95B
$3.56 Million 1.52% of portfolio
49,227
Q3 2024 Reduced 0.15%
$77.9B
$3.29 Million 1.41% of portfolio
17,791
Q3 2024 Added 3.33%
$128B
$3.14 Million 1.34% of portfolio
5,376
Q3 2024 Added 19.18%
$37.4B
$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
$208B
$2.55 Million 1.09% of portfolio
4,929
Q3 2024 Reduced 0.6%
$72.4B
$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%
$20.3B
$2.23 Million 0.96% of portfolio
10,939
Q3 2024 Reduced 1.44%
$120B
$2.21 Million 0.95% of portfolio
29,459
Q3 2024 Reduced 0.86%
$280B
$2.22 Million 0.95% of portfolio
15,102
Q3 2024 New
$13B
$2.19 Million 0.94% of portfolio
67,423
Q3 2024 Added 0.74%
$28.1B
$2.08 Million 0.89% of portfolio
14,082
Q3 2024 Reduced 0.69%
$30.7B
$1.86 Million 0.8% of portfolio
23,193
Q3 2024 Reduced 27.82%
$141B
$1.82 Million 0.78% of portfolio
21,556
Q3 2024 Added 12.3%
$590B
$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%
$68.6B
$1.54 Million 0.66% of portfolio
10,313
Q3 2024 Reduced 0.34%
$71.5B
$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
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