Wealth Advisors Of Tampa Bay, LLC Incresed Positions in Q2 2025

Wealth Advisors Of Tampa Bay, LLC

  • $259 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
76.3K
+ 85.68%
$50.36 - $50.68 $3.84M - $3.86M
165K $8.37M
NVDA
Nvidia Corp

Technology
300
+ 1.25%
$94.31 - $157.99 $28.3K - $47.4K
24.3K $3.84M
ADI
Analog Devices Inc

Technology
15
+ 0.05%
$164.6 - $238.02 $2.47K - $3.57K
29.4K $7.01M
GLW
Corning Inc

Technology
2.12K
+ 1.74%
$39.07 - $52.59 $82.6K - $111K
124K $6.51M
DXCM
Dexcom Inc

Healthcare
5.67K
+ 27.58%
$59.83 - $87.57 $339K - $497K
26.2K $2.29M
KHC
Kraft Heinz CO

Consumer Defensive
42.3K
+ 76.38%
$25.61 - $30.81 $1.08M - $1.3M
97.6K $2.52M
TFC
Truist Financial Corp

Financial Services
15.9K
+ 47.73%
$34.79 - $42.99 $552K - $682K
49.1K $2.11M
UBER
Uber Technologies, Inc

Technology
340
+ 1.01%
$64.62 - $93.3 $22K - $31.7K
33.9K $3.16M
HAS
Hasbro, Inc.

Consumer Cyclical
375
+ 0.78%
$50.71 - $73.82 $19K - $27.7K
48.2K $3.56M
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.48K
+ 33.5%
$57.41 - $74.81 $315K - $410K
21.8K $1.62M
ACN
Accenture PLC

Technology
1.93K
+ 78.46%
$279.23 - $323.21 $539K - $624K
4.39K $1.31M
PEP
Pepsico Inc

Consumer Defensive
3.35K
+ 59.11%
$128.02 - $151.37 $429K - $507K
9.02K $1.19M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
1.3K
+ 1.61%
$26.53 - $32.81 $34.5K - $42.7K
82.1K $2.65M
PNC
Pnc Financial Services Group, Inc.

Financial Services
140
+ 0.61%
$149.76 - $186.42 $21K - $26.1K
23.2K $4.33M
ADBE
Adobe Inc.

Technology
635
+ 9.88%
$340.0 - $420.68 $216K - $267K
7.06K $2.73M
GD
General Dynamics Corp

Industrials
125
+ 1.25%
$247.68 - $291.66 $31K - $36.5K
10.1K $2.96M
HAL
Halliburton CO

Energy
13.4K
+ 133.27%
$19.26 - $25.7 $257K - $343K
23.4K $476K
LMT
Lockheed Martin Corp

Industrials
50
+ 0.6%
$430.82 - $486.45 $21.5K - $24.3K
8.37K $3.88M
MMM
3 M CO

Industrials
310
+ 1.75%
$126.09 - $154.15 $39.1K - $47.8K
18.1K $2.75M
CRM
Salesforce, Inc.

Technology
200
+ 1.29%
$236.26 - $291.15 $47.3K - $58.2K
15.7K $4.27M
ISRG
Intuitive Surgical Inc

Healthcare
95
+ 12.15%
$451.58 - $565.94 $42.9K - $53.8K
877 $476K
V
Visa Inc.

Financial Services
225
+ 16.69%
$308.27 - $373.31 $69.4K - $84K
1.57K $558K
MXI
Ishares Global Materials ETF

ETFs
160
+ 0.97%
$71.63 - $86.87 $11.5K - $13.9K
16.7K $1.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
39
+ 0.81%
$152.93 - $181.74 $5.96K - $7.09K
4.83K $877K
MDT
Medtronic PLC

Healthcare
1.46K
+ 3.48%
$80.68 - $88.86 $118K - $130K
43.3K $3.78M
XLRE
Select Sector Spdr Tr Real Est

ETFs
500
+ 2.06%
$37.08 - $42.26 $18.5K - $21.1K
24.8K $1.03M
CVX
Chevron Corp

Energy
3.89K
+ 17.02%
$133.73 - $168.51 $520K - $655K
26.7K $3.82M
Jpmorgan LTD
16.1K
+ 18.21%
N/A
105K $0
Labcorp Holdings
125
+ 4.74%
N/A
2.76K $0
TGT
Target Corp

Consumer Defensive
150
+ 4.76%
$88.76 - $105.77 $13.3K - $15.9K
3.3K $325K
NEE
Nextera Energy Inc

Utilities
200
+ 0.74%
$64.11 - $75.0 $12.8K - $15K
27.3K $1.9M
ZTS
Zoetis Inc.

Healthcare
425
+ 3.55%
$144.41 - $170.3 $61.4K - $72.4K
12.4K $1.93M
XOM
Exxon Mobil Corp

Energy
112
+ 1.32%
$99.93 - $119.04 $11.2K - $13.3K
8.57K $924K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
105
+ 2.43%
$225.56 - $335.19 $23.7K - $35.2K
4.43K $1.05M
GRMN
Garmin LTD

Technology
170
+ 0.64%
$173.63 - $218.07 $29.5K - $37.1K
26.6K $5.55M
VZ
Verizon Communications Inc

Communication Services
1.09K
+ 0.97%
$41.67 - $45.62 $45.4K - $49.7K
114K $4.93M
BBY
Best Buy CO Inc

Consumer Cyclical
585
+ 1.11%
$56.17 - $75.73 $32.9K - $44.3K
53.5K $3.59M
MCD
Mcdonalds Corp

Consumer Cyclical
140
+ 0.8%
$285.55 - $321.23 $40K - $45K
17.7K $5.17M
CAG
Conagra Brands Inc.

Consumer Defensive
525
+ 0.86%
$20.4 - $26.78 $10.7K - $14.1K
61.8K $1.26M
AAPL
Apple Inc.

Technology
145
+ 0.34%
$172.42 - $223.89 $25K - $32.5K
42.9K $8.8M
BMY
Bristol Myers Squibb CO

Healthcare
4.26K
+ 6.1%
$44.12 - $59.6 $188K - $254K
74.1K $3.43M
Activity Summary
Buys All Purchases 43 New Holdings 1 Increased Positions 42 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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