Wealth Advisors Of Tampa Bay, LLC Reduced Holdings in Q4 2024

Wealth Advisors Of Tampa Bay, LLC

  • $229 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
-74K
- 50.16%
$24.8 - $30.19 $1.84M - $2.24M
73.6K $1.95M
TTE
Total Energies Se

Energy
-32.2K
- 43.05%
N/A
42.6K $2.92M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-12.8K
- 90.73%
$146.47 - $191.01 $1.87M - $2.44M
1.31K $243K
VZ
Verizon Communications Inc

Communication Services
-32.5K
- 35.26%
$39.6 - $45.21 $1.29M - $1.47M
59.7K $2.39M
KHC
Kraft Heinz CO

Consumer Defensive
-40.9K
- 46.83%
$30.1 - $36.02 $1.23M - $1.47M
46.5K $1.43M
MXI
Ishares Global Materials ETF

ETFs
-9.33K
- 38.44%
$77.6 - $93.04 $724K - $868K
14.9K $1.16M
HAS
Hasbro, Inc.

Consumer Cyclical
-3.29K
- 6.67%
$55.71 - $72.94 $183K - $240K
45.9K $2.57M
MCHP
Microchip Technology Inc

Technology
-7.33K
- 31.6%
$55.51 - $79.05 $407K - $579K
15.9K $909K
PEP
Pepsico Inc

Consumer Defensive
-5.16K
- 78.42%
$151.29 - $176.1 $781K - $909K
1.42K $215K
TU
Telus Corp

Communication Services
-3.62K
- 1.38%
$13.45 - $16.78 $48.6K - $60.7K
258K $3.5M
CMCSA
Comcast Corp

Communication Services
-1.01K
- 0.92%
$37.39 - $45.14 $37.8K - $45.6K
109K $4.1M
MDT
Medtronic PLC

Healthcare
-643
- 1.56%
$79.61 - $92.24 $51.2K - $59.3K
40.5K $3.23M
MCD
Mcdonalds Corp

Consumer Cyclical
-34
- 0.19%
$288.47 - $316.54 $9.81K - $10.8K
17.7K $5.14M
MSFT
Microsoft Corp

Technology
-89
- 0.43%
$406.35 - $454.46 $36.2K - $40.4K
20.8K $8.76M
WM
Waste Management Inc

Industrials
-23
- 0.07%
$201.79 - $228.46 $4.64K - $5.25K
34K $6.86M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-477
- 0.41%
$12.1 - $13.52 $5.77K - $6.45K
115K $1.41M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-630
- 2.48%
$40.06 - $45.21 $25.2K - $28.5K
24.8K $1.01M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-490
- 0.42%
$11.39 - $12.41 $5.58K - $6.08K
116K $1.35M
DIS
Walt Disney CO

Communication Services
-1.53K
- 22.69%
$92.39 - $117.6 $141K - $180K
5.21K $579K
IWM
Ishares Russell 2000 ETF

ETFs
-59
- 4.83%
$216.13 - $242.4 $12.8K - $14.3K
1.16K $256K
TFC
Truist Financial Corp

Financial Services
-440
- 1.98%
$41.51 - $48.1 $18.3K - $21.2K
21.8K $946K
Labcorp Holdings
-5.92K
- 70.75%
N/A
2.45K $0
EA
Electronic Arts Inc.

Communication Services
-460
- 1.82%
$140.69 - $167.97 $64.7K - $77.3K
24.9K $3.64M
NOW
Service Now, Inc.

Technology
-233
- 15.18%
$867.18 - $1148.42 $202K - $268K
1.3K $1.38M
BAC
Bank Of America Corp

Financial Services
-245
- 1.34%
$39.22 - $47.77 $9.61K - $11.7K
18K $790K
CRM
Salesforce, Inc.

Technology
-3.05K
- 16.91%
$270.87 - $367.87 $827K - $1.12M
15K $5.02M
GLW
Corning Inc

Technology
-4.05K
- 3.24%
$44.11 - $49.76 $179K - $202K
121K $5.75M
T
At&T Inc.

Communication Services
-728
- 0.38%
$21.22 - $23.88 $15.4K - $17.4K
190K $4.32M
BK
Bank Of New York Mellon Corp

Financial Services
-1.3K
- 1.88%
$70.82 - $81.87 $91.7K - $106K
67.7K $5.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
-30
- 0.72%
$275.15 - $388.2 $8.25K - $11.6K
4.13K $1.41M
COF
Capital One Financial Corp

Financial Services
-265
- 2.57%
$145.19 - $192.01 $38.5K - $50.9K
10K $1.79M
CSCO
Cisco Systems, Inc.

Technology
-355
- 0.42%
$52.45 - $60.02 $18.6K - $21.3K
85.1K $5.04M
GOOGL
Alphabet Inc.

Communication Services
-180
- 0.55%
$161.86 - $196.66 $29.1K - $35.4K
32.7K $6.2M
GRMN
Garmin LTD

Technology
-110
- 0.41%
$161.91 - $220.77 $17.8K - $24.3K
26.4K $5.45M
GS
Goldman Sachs Group Inc

Financial Services
-7
- 0.06%
$486.1 - $608.57 $3.4K - $4.26K
11.5K $6.58M
WMT
Walmart Inc.

Consumer Defensive
-940
- 0.89%
$79.1 - $95.7 $74.4K - $90K
105K $9.49M
AVGO
Broadcom Inc.

Technology
-1.11K
- 1.49%
$159.67 - $250.0 $176K - $276K
73K $16.9M
Activity Summary
Buys All Purchases 31 New Holdings 1 Increased Positions 30 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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