Wealth Advisors Of Tampa Bay, LLC Reduced Holdings in Q1 2024

Wealth Advisors Of Tampa Bay, LLC

  • $206 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.8K
- 3.54%
$169.0 - $195.18 $305K - $352K
49.1K $8.42M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-4.84K
- 5.23%
$20.51 - $26.65 $99.2K - $129K
87.6K $1.9M
COF
Capital One Financial Corp

Financial Services
-3.52K
- 25.54%
$124.92 - $148.89 $440K - $524K
10.3K $1.53M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-250
- 1.75%
$131.11 - $159.47 $32.8K - $39.9K
14.1K $1.94M
EA
Electronic Arts Inc.

Communication Services
-680
- 2.45%
$130.52 - $144.05 $88.8K - $98K
27.1K $3.59M
NOW
Service Now, Inc.

Technology
-293
- 14.98%
$671.87 - $812.94 $197K - $238K
1.66K $1.27M
MCHP
Microchip Technology Inc

Technology
-965
- 2.95%
$80.58 - $93.34 $77.8K - $90.1K
31.8K $2.85M
LH
Laboratory Corp Of America Holdings

Healthcare
-12
- 0.15%
$209.01 - $232.56 $2.51K - $2.79K
8.12K $1.77M
IVV
Ishares Core S&P 500 ETF

ETFs
-280
- 13.89%
$469.56 - $525.73 $131K - $147K
1.74K $912K
CVS
Cvs Health Corp

Healthcare
-896
- 3.3%
$71.99 - $81.42 $64.5K - $73K
26.2K $2.09M
ADI
Analog Devices Inc

Technology
-46
- 0.17%
$184.69 - $201.37 $8.5K - $9.26K
26.8K $5.3M
J P Morgan Exchange Traded F
-16K
- 16.25%
N/A
82.6K $0
IWM
Ishares Russell 2000 ETF

ETFs
-20
- 1.66%
$189.48 - $210.3 $3.79K - $4.21K
1.19K $249K
PG
Procter & Gamble CO

Consumer Defensive
-115
- 6.27%
$147.42 - $162.61 $17K - $18.7K
1.72K $278K
MXI
Ishares Global Materials ETF

ETFs
-25
- 0.11%
$80.45 - $89.43 $2.01K - $2.24K
23.2K $2.07M
DIS
Walt Disney CO

Communication Services
-615
- 14.16%
$89.29 - $122.36 $54.9K - $75.3K
3.73K $456K
GD
General Dynamics Corp

Industrials
-190
- 2.18%
$249.34 - $282.55 $47.4K - $53.7K
8.51K $2.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
-225
- 6.74%
$244.36 - $334.55 $55K - $75.3K
3.11K $997K
XLB
Select Sector Spdr Fd Material

ETFs
-270
- 1.06%
$80.98 - $92.89 $21.9K - $25.1K
25.2K $2.34M
UBER
Uber Technologies, Inc

Technology
-300
- 2.27%
$57.58 - $81.39 $17.3K - $24.4K
12.9K $995K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-27
- 0.72%
$359.29 - $420.52 $9.7K - $11.4K
3.73K $1.57M
GS
Goldman Sachs Group Inc

Financial Services
-238
- 2.02%
$376.91 - $417.69 $89.7K - $99.4K
11.6K $4.83M
GOOGL
Alphabet Inc.

Communication Services
-665
- 1.96%
$131.4 - $153.51 $87.4K - $102K
33.3K $5.03M
HD
Home Depot, Inc.

Consumer Cyclical
-285
- 2.23%
$338.26 - $395.2 $96.4K - $113K
12.5K $4.78M
RTX
Raytheon Technologies Corp

Industrials
-500
- 1.57%
$85.02 - $97.53 $42.5K - $48.8K
31.4K $3.06M
BK
Bank Of New York Mellon Corp

Financial Services
-285
- 0.4%
$51.8 - $57.62 $14.8K - $16.4K
70.7K $4.07M
CRM
Salesforce, Inc.

Technology
-927
- 4.85%
$251.12 - $316.88 $233K - $294K
18.2K $5.48M
MSFT
Microsoft Corp

Technology
-573
- 2.72%
$367.75 - $429.37 $211K - $246K
20.5K $8.63M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.31K
- 3.5%
$144.57 - $180.38 $189K - $236K
36.1K $6.51M
AVGO
Broadcom Inc.

Technology
-545
- 6.85%
$1049.01 - $1407.01 $572K - $767K
7.42K $9.83M
WM
Waste Management Inc

Industrials
-1.1K
- 3.08%
$177.77 - $213.97 $195K - $235K
34.6K $7.37M
Activity Summary
Buys All Purchases 36 New Holdings 6 Increased Positions 30 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Advisors Of Tampa Bay, LLC Portfolio

Follow Wealth Advisors Of Tampa Bay, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisors Of Tampa Bay, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors Of Tampa Bay, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email