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

Wealth Advisors Of Tampa Bay, LLC

  • $241 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-695
- 0.95%
$167.43 - $244.7 $116K - $170K
72.3K $12.1M
TTE
Total Energies Se

Energy
-41.3K
- 97.07%
N/A
1.25K $85K
AAPL
Apple Inc.

Technology
-2.28K
- 5.05%
$209.68 - $247.1 $477K - $562K
42.8K $9.5M
WMT
Walmart Inc.

Consumer Defensive
-10.2K
- 9.72%
$84.5 - $105.05 $863K - $1.07M
94.9K $8.33M
CSCO
Cisco Systems, Inc.

Technology
-22.1K
- 26.01%
$58.74 - $64.87 $1.3M - $1.44M
63K $3.89M
MSFT
Microsoft Corp

Technology
-7
- 0.03%
$375.39 - $447.2 $2.63K - $3.13K
20.8K $7.8M
CAG
Conagra Brands Inc.

Consumer Defensive
-13.5K
- 18.05%
$23.9 - $27.67 $323K - $373K
61.3K $1.63M
HD
Home Depot, Inc.

Consumer Cyclical
-233
- 1.78%
$347.25 - $424.87 $80.9K - $99K
12.8K $4.71M
BAC
Bank Of America Corp

Financial Services
-6.09K
- 33.87%
$39.61 - $47.74 $241K - $291K
11.9K $496K
DIS
Walt Disney CO

Communication Services
-1.58K
- 30.25%
$96.87 - $114.0 $153K - $180K
3.63K $358K
IGV
Ishares Expanded Tech Software

ETFs
-67
- 2.01%
$88.3 - $107.83 $5.92K - $7.22K
3.27K $290K
COF
Capital One Financial Corp

Financial Services
-85
- 0.85%
$163.87 - $209.82 $13.9K - $17.8K
9.96K $1.79M
PG
Procter & Gamble CO

Consumer Defensive
-4
- 0.23%
$158.56 - $176.26 $634 - $705
1.72K $292K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-505
- 2.04%
$39.18 - $43.52 $19.8K - $22K
24.3K $1.02M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-500
- 0.91%
$51.52 - $52.37 $25.8K - $26.2K
54.6K $2.86M
SHW
Sherwin Williams CO

Basic Materials
-2
- 0.07%
$330.16 - $365.55 $660 - $731
3K $1.05M
CRWD
Crowd Strike Holdings, Inc.

Technology
-10
- 0.24%
$308.86 - $455.36 $3.09K - $4.55K
4.12K $1.45M
XOM
Exxon Mobil Corp

Energy
-1
- 0.01%
$105.44 - $118.93 $105 - $119
8.46K $1.01M
BMY
Bristol Myers Squibb CO

Healthcare
-1.97K
- 2.75%
$53.9 - $63.11 $106K - $124K
69.8K $4.26M
MCD
Mcdonalds Corp

Consumer Cyclical
-177
- 1.0%
$279.74 - $321.29 $49.5K - $56.9K
17.6K $5.48M
BK
Bank Of New York Mellon Corp

Financial Services
-1.56K
- 2.3%
$75.42 - $88.95 $117K - $138K
66.2K $5.55M
WM
Waste Management Inc

Industrials
-2.49K
- 7.33%
$200.54 - $233.78 $499K - $582K
31.5K $7.29M
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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