Wealth Advisors Of Tampa Bay, LLC Incresed Positions in Q1 2025

Wealth Advisors Of Tampa Bay, LLC

  • $241 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
ETR
Entergy Corp

Utilities
749
+ 1.06%
$75.26 - $87.89 $56.4K - $65.8K
71.2K $6.09M
PEP
Pepsico Inc

Consumer Defensive
4.25K
+ 299.08%
$142.64 - $156.42 $606K - $664K
5.67K $849K
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
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
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
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
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
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
NEE
Nextera Energy Inc

Utilities
2.4K
+ 9.7%
$66.96 - $76.16 $161K - $183K
27.1K $1.92M
V
Visa Inc.

Financial Services
145
+ 12.05%
$306.92 - $362.71 $44.5K - $52.6K
1.35K $472K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
4.22K
+ 5.51%
$28.69 - $31.94 $121K - $135K
80.8K $2.37M
ENB
Enbridge Inc

Energy
125
+ 0.38%
$41.54 - $45.45 $5.19K - $5.68K
32.6K $1.44M
DXCM
Dexcom Inc

Healthcare
3.27K
+ 18.88%
$67.74 - $90.75 $221K - $296K
20.6K $1.4M
LMT
Lockheed Martin Corp

Industrials
753
+ 9.95%
$423.19 - $506.29 $319K - $381K
8.32K $3.72M
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
Labcorp Holdings
190
+ 7.77%
N/A
2.64K $0
Jpmorgan LTD
3.91K
+ 4.62%
N/A
88.6K $0
IWM
Ishares Russell 2000 ETF

ETFs
8
+ 0.69%
$198.1 - $229.79 $1.58K - $1.84K
1.17K $233K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.24K
+ 24.7%
$65.15 - $91.81 $211K - $298K
16.4K $1.07M
GS
Goldman Sachs Group Inc

Financial Services
270
+ 2.35%
$524.81 - $672.19 $142K - $181K
11.8K $6.43M
GLW
Corning Inc

Technology
559
+ 0.46%
$44.91 - $54.25 $25.1K - $30.3K
122K $5.57M
ADI
Analog Devices Inc

Technology
535
+ 1.85%
$201.56 - $243.82 $108K - $130K
29.4K $5.93M
NOW
Service Now, Inc.

Technology
82
+ 6.3%
$783.83 - $1170.39 $64.3K - $96K
1.38K $1.1M
BBY
Best Buy CO Inc

Consumer Cyclical
4.25K
+ 8.74%
$70.3 - $91.1 $299K - $387K
52.9K $3.89M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
253
+ 0.72%
$77.33 - $90.16 $19.6K - $22.8K
35.4K $2.77M
CRM
Salesforce, Inc.

Technology
450
+ 3.0%
$268.36 - $359.95 $121K - $162K
15.5K $4.15M
AMZN
Amazon Com Inc

Consumer Cyclical
300
+ 0.86%
$190.26 - $242.06 $57.1K - $72.6K
35.4K $6.73M
GOOGL
Alphabet Inc.

Communication Services
477
+ 1.46%
$154.33 - $206.19 $73.6K - $98.4K
33.2K $5.14M
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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