Wealth Advisors Of Tampa Bay, LLC Purchases in Q1 2025

Wealth Advisors Of Tampa Bay, LLC

  • $241 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
89K
New
$50.39 - $50.66 $4.48M - $4.51M
89K $4.51M
VZ
Verizon Communications Inc

Communication Services
53.2K
+ 89.15%
$37.81 - $46.49 $2.01M - $2.47M
113K $5.12M
NVDA
Nvidia Corp

Technology
17.3K
+ 258.45%
$106.98 - $149.43 $1.85M - $2.59M
24K $2.6M
PFE
Pfizer Inc

Healthcare
68.1K
+ 92.51%
$25.01 - $27.13 $1.7M - $1.85M
142K $3.59M
MMM
3 M CO

Industrials
6.62K
+ 59.41%
$129.7 - $155.12 $858K - $1.03M
17.8K $2.61M
T
At&T Inc.

Communication Services
159
+ 0.08%
$21.56 - $28.28 $3.43K - $4.5K
190K $5.36M
CVX
Chevron Corp

Energy
3.19K
+ 16.23%
$146.71 - $167.97 $467K - $535K
22.8K $3.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.79K
New
$169.43 - $182.84 $811K - $876K
4.79K $829K
ACN
Accenture PLC

Technology
2.46K
New
$300.91 - $398.25 $740K - $980K
2.46K $767K
ETR
Entergy Corp

Utilities
749
+ 1.06%
$75.26 - $87.89 $56.4K - $65.8K
71.2K $6.09M
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.16K
+ 28.83%
$168.84 - $202.89 $872K - $1.05M
23.1K $4.05M
UBER
Uber Technologies, Inc

Technology
2.8K
+ 9.1%
$63.17 - $81.49 $177K - $228K
33.5K $2.44M
CMCSA
Comcast Corp

Communication Services
17.1K
+ 15.63%
$33.19 - $38.23 $567K - $653K
126K $4.66M
RTX
Raytheon Technologies Corp

Industrials
160
+ 0.53%
$114.1 - $135.66 $18.3K - $21.7K
30.6K $4.06M
MDT
Medtronic PLC

Healthcare
1.4K
+ 3.46%
$79.84 - $94.5 $112K - $132K
41.9K $3.76M
CBOE
Cboe Global Markets, Inc.

Financial Services
645
+ 5.37%
$190.84 - $226.29 $123K - $146K
12.7K $2.86M
TU
Telus Corp

Communication Services
20.1K
+ 7.78%
$13.63 - $16.07 $274K - $323K
279K $3.99M
TFC
Truist Financial Corp

Financial Services
11.4K
+ 52.36%
$39.48 - $48.15 $451K - $550K
33.2K $1.37M
ISRG
Intuitive Surgical Inc

Healthcare
782
New
$476.63 - $610.45 $373K - $477K
782 $387K
ZTS
Zoetis Inc.

Healthcare
2.22K
+ 22.73%
$156.48 - $175.67 $347K - $389K
12K $1.97M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
150
+ 4.03%
$442.66 - $534.52 $66.4K - $80.2K
3.88K $2.06M
HAS
Hasbro, Inc.

Consumer Cyclical
1.86K
+ 4.05%
$56.16 - $69.06 $104K - $128K
47.8K $2.94M
EA
Electronic Arts Inc.

Communication Services
2.74K
+ 11.01%
$116.53 - $146.29 $319K - $400K
27.6K $3.99M
TGT
Target Corp

Consumer Defensive
3.15K
New
$103.65 - $142.5 $326K - $449K
3.15K $328K
GRMN
Garmin LTD

Technology
11
+ 0.04%
$204.55 - $241.93 $2.25K - $2.66K
26.4K $5.74M
KHC
Kraft Heinz CO

Consumer Defensive
8.9K
+ 19.15%
$28.51 - $32.22 $254K - $287K
55.4K $1.68M
HAL
Halliburton CO

Energy
10K
New
$24.15 - $29.9 $242K - $300K
10K $254K
MO
Altria Group, Inc.

Consumer Defensive
3.77K
New
$50.81 - $60.02 $191K - $226K
3.77K $226K
GD
General Dynamics Corp

Industrials
473
+ 4.96%
$241.94 - $272.58 $114K - $129K
10K $2.73M
XLB
Select Sector Spdr Fd Material

ETFs
1.95K
+ 7.67%
$83.19 - $90.99 $162K - $177K
27.4K $2.35M
EPD
Enterprise Products Partners L.P.

Energy
5.88K
New
$31.75 - $34.14 $187K - $201K
5.88K $200K
AMGN
Amgen Inc

Healthcare
320
+ 18.06%
$258.59 - $327.36 $82.7K - $105K
2.09K $651K
MXI
Ishares Global Materials ETF

ETFs
1.57K
+ 10.47%
$77.39 - $84.98 $121K - $133K
16.5K $1.35M
ABBV
Abb Vie Inc.

Healthcare
860
New
$169.2 - $216.66 $146K - $186K
860 $180K
MU
Micron Technology Inc

Technology
2K
New
$86.89 - $109.38 $174K - $219K
2K $173K
D
Dominion Energy, Inc

Utilities
2.9K
New
$52.85 - $57.43 $153K - $167K
2.9K $162K
JPM
Jpmorgan Chase & CO

Financial Services
640
New
$225.19 - $279.95 $144K - $179K
640 $156K
NEE
Nextera Energy Inc

Utilities
2.4K
+ 9.7%
$66.96 - $76.16 $161K - $183K
27.1K $1.92M
CCI
Crown Castle International Corp

Real Estate
1.45K
New
$84.33 - $106.39 $122K - $154K
1.45K $150K
GWW
W.W. Grainger, Inc.

Industrials
150
New
$953.54 - $1132.42 $143K - $170K
150 $148K
XLY
Select Sector Spdr Consumer Di

ETFs
676
New
$192.6 - $233.2 $130K - $158K
676 $133K
GE
General Electric CO

Industrials
639
New
$168.59 - $212.13 $108K - $136K
639 $127K
SO
Southern CO

Utilities
1.37K
New
$80.96 - $92.96 $111K - $127K
1.37K $125K
CMI
Cummins Inc

Industrials
400
New
$312.92 - $386.07 $125K - $154K
400 $125K
RPM
Rpm International Inc

Basic Materials
1K
New
$114.03 - $128.31 $114K - $128K
1K $115K
WAT
Waters Corp

Healthcare
300
New
$362.16 - $417.28 $109K - $125K
300 $110K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.62K
New
$68.07 - $78.99 $111K - $128K
1.62K $110K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
414
New
$254.58 - $302.92 $105K - $125K
414 $105K
BCE
Bce Inc

Communication Services
4.43K
New
$22.14 - $25.18 $98K - $111K
4.43K $101K
Activity Summary
Buys All Purchases 113 New Holdings 66 Increased Positions 47 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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