Wealth Advisors Of Tampa Bay, LLC Incresed Positions in Q3 2024

Wealth Advisors Of Tampa Bay, LLC

  • $234 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
865
+ 19.18%
$460.3 - $584.56 $398K - $506K
5.38K $3.14M
BBY
Best Buy CO Inc

Consumer Cyclical
1.01K
+ 2.22%
$80.23 - $103.29 $81K - $104K
46.5K $4.8M
MCD
Mcdonalds Corp

Consumer Cyclical
322
+ 1.85%
$245.82 - $304.51 $79.2K - $98.1K
17.8K $5.41M
HD
Home Depot, Inc.

Consumer Cyclical
435
+ 3.48%
$333.64 - $405.2 $145K - $176K
12.9K $5.24M
ETR
Entergy Corp

Utilities
250
+ 0.7%
$104.75 - $131.61 $26.2K - $32.9K
35.8K $4.71M
AVGO
Broadcom Inc.

Technology
66.7K
+ 898.18%
$136.27 - $1745.86 $9.09M - $116M
74.1K $12.8M
GLW
Corning Inc

Technology
1.55K
+ 1.25%
$37.76 - $46.2 $58.5K - $71.6K
125K $5.65M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.92K
+ 20.39%
$77.23 - $87.97 $457K - $521K
35K $3.04M
KHC
Kraft Heinz CO

Consumer Defensive
11.8K
+ 15.66%
$31.86 - $36.13 $377K - $427K
87.4K $3.07M
PNC
Pnc Financial Services Group, Inc.

Financial Services
573
+ 3.33%
$156.14 - $187.2 $89.5K - $107K
17.8K $3.29M
TU
Telus Corp

Communication Services
5.79K
+ 2.26%
$14.91 - $17.03 $86.3K - $98.6K
262K $4.4M
CSCO
Cisco Systems, Inc.

Technology
150
+ 0.18%
$44.74 - $53.22 $6.71K - $7.98K
85.5K $4.55M
GRMN
Garmin LTD

Technology
745
+ 2.89%
$161.1 - $183.29 $120K - $137K
26.5K $4.67M
NEE
Nextera Energy Inc

Utilities
2.36K
+ 12.3%
$69.9 - $84.97 $165K - $201K
21.6K $1.82M
VZ
Verizon Communications Inc

Communication Services
1.49K
+ 1.64%
$38.89 - $45.0 $57.9K - $67K
92.1K $4.14M
CMCSA
Comcast Corp

Communication Services
2.29K
+ 2.12%
$37.33 - $41.78 $85.6K - $95.8K
110K $4.61M
ADI
Analog Devices Inc

Technology
1.11K
+ 4.15%
$200.56 - $243.33 $223K - $271K
27.9K $6.42M
CAG
Conagra Brands Inc.

Consumer Defensive
495
+ 0.74%
$28.13 - $32.83 $13.9K - $16.3K
67.4K $2.19M
MXI
Ishares Global Materials ETF

ETFs
1.01K
+ 4.34%
$82.55 - $93.68 $83.4K - $94.6K
24.3K $2.26M
DIS
Walt Disney CO

Communication Services
3.01K
+ 80.63%
$85.6 - $98.61 $257K - $296K
6.73K $647K
SHW
Sherwin Williams CO

Basic Materials
2
+ 0.07%
$294.65 - $384.0 $589 - $768
3K $1.15M
TTE
Total Energies Se

Energy
1.37K
+ 1.87%
$68.61 - $68.61 $94.2K - $94.2K
74.8K $5.13M
PFE
Pfizer Inc

Healthcare
3.17K
+ 2.2%
$27.7 - $31.39 $87.9K - $99.6K
148K $4.27M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.03K
+ 31.82%
$233.4 - $302.36 $240K - $311K
4.27K $1.16M
BCE
Bce Inc

Communication Services
125
+ 0.35%
$31.33 - $36.08 $3.92K - $4.51K
35.7K $1.24M
AMGN
Amgen Inc

Healthcare
95
+ 6.69%
$309.38 - $337.38 $29.4K - $32.1K
1.52K $488K
PEP
Pepsico Inc

Consumer Defensive
3
+ 0.05%
$161.9 - $179.3 $486 - $538
6.58K $1.12M
IWM
Ishares Russell 2000 ETF

ETFs
17
+ 1.41%
$200.87 - $224.6 $3.41K - $3.82K
1.22K $269K
XOM
Exxon Mobil Corp

Energy
1
+ 0.01%
$109.72 - $119.0 $110 - $119
8.46K $991K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.23%
$160.76 - $177.82 $643 - $711
1.72K $298K
J P Morgan Exchange Traded F
1.46K
+ 1.78%
N/A
83.3K $0
Labcorp Holdings Inc
105
+ 1.27%
N/A
8.36K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
829
+ 24.88%
$217.89 - $392.15 $181K - $325K
4.16K $1.17M
MSFT
Microsoft Corp

Technology
311
+ 1.51%
$395.15 - $467.56 $123K - $145K
20.9K $8.98M
DXCM
Dexcom Inc

Healthcare
340
+ 2.31%
$64.0 - $116.06 $21.8K - $39.5K
15.1K $1.01M
Activity Summary
Buys All Purchases 45 New Holdings 9 Increased Positions 36 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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