Wealth Advisors Of Tampa Bay, LLC Purchases in Q3 2025

Wealth Advisors Of Tampa Bay, LLC

  • $289 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSC
Principal ETF U.S. Small Cap M

ETFs
73.6K
New
$51.93 - $57.81 $3.82M - $4.25M
73.6K $4.19M
MSFT
Microsoft Corp

Technology
5.93K
+ 28.57%
$491.09 - $535.64 $2.91M - $3.17M
26.7K $13.8M
SPOT
Spotify Technology S.A.

Communication Services
2.61K
New
$620.01 - $738.53 $1.62M - $1.93M
2.61K $1.82M
BX
Blackstone Inc.

Financial Services
8.27K
+ 43.85%
$152.77 - $188.68 $1.26M - $1.56M
27.1K $4.63M
NOW
Service Now, Inc.

Technology
2.11K
+ 156.41%
$850.86 - $1044.69 $1.8M - $2.2M
3.46K $3.18M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
33.6K
+ 20.32%
$50.47 - $50.74 $1.69M - $1.7M
199K $10.1M
COST
Costco Wholesale Corp

Consumer Defensive
1.59K
New
$915.95 - $994.57 $1.46M - $1.58M
1.59K $1.47M
NVDA
Nvidia Corp

Technology
1.19K
+ 4.88%
$153.3 - $186.58 $182K - $221K
25.5K $4.75M
KHC
Kraft Heinz CO

Consumer Defensive
32K
+ 32.76%
$25.63 - $28.94 $820K - $926K
130K $3.38M
CMCSA
Comcast Corp

Communication Services
42.4K
+ 37.49%
$31.41 - $36.33 $1.33M - $1.54M
156K $4.89M
KLAC
Kla Corp

Technology
582
New
$843.9 - $1078.6 $491K - $628K
582 $627K
HAS
Hasbro, Inc.

Consumer Cyclical
6.62K
+ 13.74%
$73.92 - $81.85 $489K - $542K
54.8K $4.16M
BBY
Best Buy CO Inc

Consumer Cyclical
960
+ 1.8%
$64.12 - $78.46 $61.6K - $75.3K
54.4K $4.11M
LMT
Lockheed Martin Corp

Industrials
181
+ 2.16%
$410.74 - $499.21 $74.3K - $90.4K
8.55K $4.27M
MDT
Medtronic PLC

Healthcare
350
+ 0.81%
$87.67 - $95.74 $30.7K - $33.5K
43.7K $4.16M
PFE
Pfizer Inc

Healthcare
6.63K
+ 4.71%
$23.29 - $25.88 $154K - $172K
147K $3.76M
EPD
Enterprise Products Partners L.P.

Energy
9.05K
New
$30.74 - $32.14 $278K - $291K
9.05K $282K
VZ
Verizon Communications Inc

Communication Services
4.46K
+ 3.92%
$40.84 - $45.06 $182K - $201K
118K $5.2M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.68K
New
$94.11 - $95.78 $252K - $256K
2.68K $255K
UBER
Uber Technologies, Inc

Technology
855
+ 2.52%
$86.91 - $99.57 $74.3K - $85.1K
34.7K $3.4M
MCD
Mcdonalds Corp

Consumer Cyclical
87
+ 0.49%
$291.67 - $316.99 $25.4K - $27.6K
17.8K $5.4M
ABBV
Abb Vie Inc.

Healthcare
945
New
$184.85 - $231.54 $175K - $219K
945 $218K
JPM
Jpmorgan Chase & CO

Financial Services
640
New
$282.78 - $316.06 $181K - $202K
640 $201K
CBOE
Cboe Global Markets, Inc.

Financial Services
135
+ 1.07%
$231.35 - $253.24 $31.2K - $34.2K
12.7K $3.12M
NEE
Nextera Energy Inc

Utilities
150
+ 0.55%
$69.77 - $77.54 $10.5K - $11.6K
27.5K $2.07M
TFC
Truist Financial Corp

Financial Services
300
+ 0.61%
$42.83 - $47.07 $12.8K - $14.1K
49.4K $2.26M
MXI
Ishares Global Materials ETF

ETFs
315
+ 1.89%
$83.91 - $92.47 $26.4K - $29.1K
17K $1.57M
HAL
Halliburton CO

Energy
1.28K
+ 5.45%
$20.5 - $25.11 $26.1K - $32K
24.7K $606K
MMM
3 M CO

Industrials
325
+ 1.8%
$144.41 - $160.2 $46.9K - $52.1K
18.4K $2.85M
AMGN
Amgen Inc

Healthcare
240
+ 11.7%
$271.18 - $309.22 $65.1K - $74.2K
2.29K $646K
BMY
Bristol Myers Squibb CO

Healthcare
3.43K
+ 4.63%
$43.31 - $48.98 $149K - $168K
77.5K $3.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
72
+ 1.49%
$181.56 - $190.33 $13.1K - $13.7K
4.9K $929K
CI
Cigna Corp

Healthcare
545
+ 20.8%
$262.23 - $334.39 $143K - $182K
3.17K $912K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
3.06K
+ 3.72%
$30.4 - $33.62 $92.9K - $103K
85.1K $2.7M
COF
Capital One Financial Corp

Financial Services
150
+ 1.55%
$207.29 - $229.74 $31.1K - $34.5K
9.81K $2.09M
V
Visa Inc.

Financial Services
145
+ 9.22%
$332.09 - $358.86 $48.2K - $52K
1.72K $586K
TGT
Target Corp

Consumer Defensive
540
+ 16.36%
$86.56 - $107.43 $46.7K - $58K
3.84K $344K
Jpmorgan LTD
8.2K
+ 7.83%
N/A
113K $0
Jpmorgan Hedged
65.4K
New
N/A
65.4K $0
ACN
Accenture PLC

Technology
650
+ 14.81%
$232.56 - $304.78 $151K - $198K
5.04K $1.24M
ISRG
Intuitive Surgical Inc

Healthcare
30
+ 3.42%
$433.66 - $544.47 $13K - $16.3K
907 $405K
WM
Waste Management Inc

Industrials
585
+ 1.89%
$213.88 - $237.1 $125K - $139K
31.6K $6.97M
CRM
Salesforce, Inc.

Technology
130
+ 0.83%
$231.66 - $273.65 $30.1K - $35.6K
15.8K $3.74M
Activity Summary
Buys All Purchases 44 New Holdings 9 Increased Positions 35 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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