Wealth Advisors Of Tampa Bay, LLC New Holdings in Q1 2025

Wealth Advisors Of Tampa Bay, LLC

  • $241 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
89K
New
$50.39 - $50.66 $4.48M - $4.51M
89K $4.51M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.79K
New
$169.43 - $182.84 $811K - $876K
4.79K $829K
ACN
Accenture PLC

Technology
2.46K
New
$300.91 - $398.25 $740K - $980K
2.46K $767K
ISRG
Intuitive Surgical Inc

Healthcare
782
New
$476.63 - $610.45 $373K - $477K
782 $387K
TGT
Target Corp

Consumer Defensive
3.15K
New
$103.65 - $142.5 $326K - $449K
3.15K $328K
HAL
Halliburton CO

Energy
10K
New
$24.15 - $29.9 $242K - $300K
10K $254K
MO
Altria Group, Inc.

Consumer Defensive
3.77K
New
$50.81 - $60.02 $191K - $226K
3.77K $226K
EPD
Enterprise Products Partners L.P.

Energy
5.88K
New
$31.75 - $34.14 $187K - $201K
5.88K $200K
ABBV
Abb Vie Inc.

Healthcare
860
New
$169.2 - $216.66 $146K - $186K
860 $180K
MU
Micron Technology Inc

Technology
2K
New
$86.89 - $109.38 $174K - $219K
2K $173K
JPM
Jpmorgan Chase & CO

Financial Services
640
New
$225.19 - $279.95 $144K - $179K
640 $156K
CCI
Crown Castle International Corp

Real Estate
1.45K
New
$84.33 - $106.39 $122K - $154K
1.45K $150K
GWW
W.W. Grainger, Inc.

Industrials
150
New
$953.54 - $1132.42 $143K - $170K
150 $148K
XLY
Select Sector Spdr Consumer Di

ETFs
676
New
$192.6 - $233.2 $130K - $158K
676 $133K
GE
General Electric CO

Industrials
639
New
$168.59 - $212.13 $108K - $136K
639 $127K
CMI
Cummins Inc

Industrials
400
New
$312.92 - $386.07 $125K - $154K
400 $125K
SO
Southern CO

Utilities
1.37K
New
$80.96 - $92.96 $111K - $127K
1.37K $125K
RPM
Rpm International Inc

Basic Materials
1K
New
$114.03 - $128.31 $114K - $128K
1K $115K
WAT
Waters Corp

Healthcare
300
New
$362.16 - $417.28 $109K - $125K
300 $110K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.62K
New
$68.07 - $78.99 $111K - $128K
1.62K $110K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
414
New
$254.58 - $302.92 $105K - $125K
414 $105K
BCE
Bce Inc

Communication Services
4.43K
New
$22.14 - $25.18 $98K - $111K
4.43K $101K
NDSN
Nordson Corp

Industrials
500
New
$200.12 - $224.07 $100K - $112K
500 $100K
IWN
Ishares Russell2000 Val ETF

ETFs
657
New
$149.27 - $169.4 $98.1K - $111K
657 $99K
UNH
Unitedhealth Group Inc

Healthcare
190
New
$461.52 - $548.18 $87.7K - $104K
190 $99K
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
772
New
$102.49 - $119.96 $79.1K - $92.6K
772 $80K
IVW
Ishares S&P 500 Growth ETF

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

ETFs
1.31K
New
$57.21 - $65.8 $74.7K - $85.9K
1.31K $76K
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
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
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
KO
Coca Cola CO

Consumer Defensive
553
New
$60.81 - $72.32 $33.6K - $40K
553 $39K
BCAL
Southern Calif Bancorp Com

Financial Services
2.79K
New
$14.33 - $16.6 $40K - $46.3K
2.79K $39K
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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