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
NDSN
Nordson Corp

Industrials
500
New
$200.12 - $224.07 $100K - $112K
500 $100K
UNH
Unitedhealth Group Inc

Healthcare
190
New
$461.52 - $548.18 $87.7K - $104K
190 $99K
IWN
Ishares Russell2000 Val ETF

ETFs
657
New
$149.27 - $169.4 $98.1K - $111K
657 $99K
V
Visa Inc.

Financial Services
145
+ 12.05%
$306.92 - $362.71 $44.5K - $52.6K
1.35K $472K
TIP
Ishares Tr Tips Bd ETF

ETFs
794
New
$106.22 - $111.09 $84.3K - $88.2K
794 $88K
ABC
Amerisourcebergen Corp

Healthcare
438
New
N/A
438 $81K
IVW
Ishares S&P 500 Growth ETF

ETFs
865
New
$92.45 - $106.69 $80K - $92.3K
865 $80K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
772
New
$102.49 - $119.96 $79.1K - $92.6K
772 $80K
HON
Honeywell International Inc

Industrials
375
New
$202.75 - $226.52 $76K - $84.9K
375 $79K
COST
Costco Wholesale Corp

Consumer Defensive
81
New
$890.62 - $1076.86 $72.1K - $87.2K
81 $76K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
4.22K
+ 5.51%
$28.69 - $31.94 $121K - $135K
80.8K $2.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
134
New
$551.42 - $612.93 $73.9K - $82.1K
134 $74K
DVY
Ishares Tr

ETFs
545
New
$128.58 - $138.1 $70.1K - $75.3K
545 $73K
IVE
Ishares S&P 500 Value ETF

ETFs
378
New
$185.78 - $198.58 $70.2K - $75.1K
378 $72K
ENB
Enbridge Inc

Energy
125
+ 0.38%
$41.54 - $45.45 $5.19K - $5.68K
32.6K $1.44M
ELV
Elevance Health, Inc.

Healthcare
150
New
$365.9 - $436.25 $54.9K - $65.4K
150 $65K
XLK
Technology Sector Spdr

ETFs
300
New
$206.38 - $242.18 $61.9K - $72.7K
300 $61K
SUB
Ishares Short Term National Mu

ETFs
571
New
$105.3 - $106.24 $60.1K - $60.7K
571 $60K
DXCM
Dexcom Inc

Healthcare
3.27K
+ 18.88%
$67.74 - $90.75 $221K - $296K
20.6K $1.4M
PM
Philip Morris International Inc.

Consumer Defensive
350
New
$117.15 - $158.79 $41K - $55.6K
350 $55K
VGT
Vanguard Information Technolog

ETFs
100
New
$542.38 - $646.34 $54.2K - $64.6K
100 $54K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
640
New
$80.73 - $94.96 $51.7K - $60.8K
640 $53K
IBM
International Business Machines Corp

Technology
200
New
$217.4 - $264.74 $43.5K - $52.9K
200 $49K
ALGN
Align Technology Inc

Healthcare
300
New
$158.86 - $234.89 $47.7K - $70.5K
300 $47K
LOW
Lowes Companies Inc

Consumer Cyclical
200
New
$222.66 - $268.42 $44.5K - $53.7K
200 $46K
MRK
Merck & Co., Inc.

Healthcare
450
New
$83.01 - $101.02 $37.4K - $45.5K
450 $40K
SSB
South State Corp

Financial Services
435
New
$89.4 - $108.33 $38.9K - $47.1K
435 $40K
AXP
American Express CO

Financial Services
150
New
$255.39 - $325.87 $38.3K - $48.9K
150 $40K
LMT
Lockheed Martin Corp

Industrials
753
+ 9.95%
$423.19 - $506.29 $319K - $381K
8.32K $3.72M
BCAL
Southern Calif Bancorp Com

Financial Services
2.79K
New
$14.33 - $16.6 $40K - $46.3K
2.79K $39K
KO
Coca Cola CO

Consumer Defensive
553
New
$60.81 - $72.32 $33.6K - $40K
553 $39K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
688
New
$46.83 - $56.05 $32.2K - $38.6K
688 $36K
PLTR
Palantir Technologies Inc.

Technology
400
New
$64.98 - $124.62 $26K - $49.8K
400 $33K
GLD
Spdr Gold Trust

ETFs
115
New
$243.19 - $288.14 $28K - $33.1K
115 $33K
BA
Boeing CO

Industrials
185
New
$148.15 - $186.25 $27.4K - $34.5K
185 $31K
OKE
Oneok Inc

Energy
317
New
$89.57 - $109.85 $28.4K - $34.8K
317 $31K
QCOM
Qualcomm Inc

Technology
200
New
$151.94 - $175.86 $30.4K - $35.2K
200 $30K
NNN
National Retail Properties, Inc.

Real Estate
685
New
$38.0 - $43.19 $26K - $29.6K
685 $29K
ARKW
Ark Next Generation Internet E

ETFs
292
New
$91.59 - $125.64 $26.7K - $36.7K
292 $27K
LPLA
Lpl Financial Holdings Inc.

Financial Services
81
New
$308.87 - $383.33 $25K - $31K
81 $26K
ARKQ
Ark Autonomous Technology & Ro

ETFs
373
New
$65.76 - $84.94 $24.5K - $31.7K
373 $24K
GIS
General Mills Inc

Consumer Defensive
400
New
$57.56 - $65.3 $23K - $26.1K
400 $23K
GOOG
Alphabet Inc.

Communication Services
140
New
$156.06 - $207.71 $21.8K - $29.1K
140 $21K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
100
New
$203.38 - $274.79 $20.3K - $27.5K
100 $20K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
1.83K
New
$11.13 - $11.61 $20.3K - $21.2K
1.83K $20K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
138
+ 5.76%
$95.85 - $99.25 $13.2K - $13.7K
2.54K $250K
ADBE
Adobe Inc.

Technology
914
+ 16.57%
$377.84 - $464.11 $345K - $424K
6.43K $2.47M
Ge Vernova
224
New
N/A
224 $0
Jpmorgan LTD
3.91K
+ 4.62%
N/A
88.6K $0
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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