Wealth Advisors Of Tampa Bay, LLC Closed Holding Positions

Wealth Advisors Of Tampa Bay, LLC

  • $234 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HXL
Hexcel Corp

Industrials
Q2 2022 Filed on Jul 18, 2022
3,600
$48.77 - $59.98 $176K - $216K
Discovery Inc
Q2 2022 Filed on Jul 18, 2022
82,588
N/A
IDV
Ishares Tr

ETFs
Q2 2022 Filed on Jul 18, 2022
7,346
$26.84 - $32.0 $197K - $235K
BA
Boeing CO

Industrials
Q2 2022 Filed on Jul 18, 2022
1,098
$115.86 - $191.18 $127K - $210K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
828
$194.2 - $261.13 $161K - $216K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2022 Filed on Jul 18, 2022
2,788
$66.73 - $79.1 $186K - $221K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
2,654
$62.75 - $78.76 $167K - $209K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
2,762
$58.13 - $77.8 $161K - $215K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Jul 18, 2022
51,038
$42.05 - $47.77 $2.15M - $2.44M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
910
$219.07 - $270.08 $199K - $246K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2022 Filed on Jul 18, 2022
718
$365.86 - $456.8 $263K - $328K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
Q1 2022 Filed on Apr 25, 2022
40,000
$14.74 - $16.72 $590K - $669K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2022 Filed on Apr 25, 2022
4,000
$49.51 - $49.96 $198K - $200K
GIS
General Mills Inc

Consumer Defensive
Q1 2022 Filed on Apr 25, 2022
92,498
$62.27 - $69.9 $5.76M - $6.47M
PRU
Prudential Financial Inc

Financial Services
Q1 2022 Filed on Apr 25, 2022
26,396
$102.05 - $121.38 $2.69M - $3.2M
VMW
Vmware, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
30,338
$108.69 - $135.87 $3.3M - $4.12M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q1 2022 Filed on Apr 25, 2022
3,000
$60.62 - $68.16 $182K - $204K
RPM
Rpm International Inc

Basic Materials
Q1 2022 Filed on Apr 25, 2022
2,000
$76.06 - $98.35 $152K - $197K
EIX
Edison International

Utilities
Q1 2022 Filed on Apr 25, 2022
3,718
$59.02 - $70.1 $219K - $261K
WAT
Waters Corp

Healthcare
Q1 2022 Filed on Apr 25, 2022
600
$306.54 - $364.59 $184K - $219K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2022 Filed on Apr 25, 2022
76,354
$57.92 - $72.58 $4.42M - $5.54M
TSN
Tyson Foods, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
35,077
$78.08 - $87.16 $2.74M - $3.06M
ALK
Alaska Air Group, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
9,060
$46.29 - $62.2 $419K - $564K
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2021 Filed on Oct 13, 2021
11,125
$66.46 - $78.03 $739K - $868K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2021 Filed on Jul 27, 2021
80,389
$29.35 - $34.16 $2.36M - $2.75M
PSX
Phillips 66

Energy
Q4 2020 Filed on Jan 22, 2021
8,800
$44.22 - $70.86 $389K - $624K
SUB
Ishares Short Term National Mu

ETFs
Q4 2020 Filed on Jan 22, 2021
9,523
$107.6 - $108.11 $1.02M - $1.03M
PII
Polaris Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
8,860
$39.0 - $102.35 $346K - $907K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
65,007
$5.39 - $10.45 $350K - $679K
United Technologies Corp
Q2 2020 Filed on Aug 11, 2020
14,901
N/A
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2020 Filed on Apr 17, 2020
114,774
$10.55 - $20.53 $1.21M - $2.36M
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2020 Filed on Apr 17, 2020
37,841
$56.91 - $99.57 $2.15M - $3.77M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
Q1 2020 Filed on Apr 17, 2020
16,172
$37.95 - $40.52 $614K - $655K
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2020 Filed on Apr 17, 2020
13,485
$28.01 - $39.37 $378K - $531K
AMAT
Applied Materials Inc

Technology
Q1 2020 Filed on Apr 17, 2020
5,495
$37.99 - $67.41 $209K - $370K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q1 2020 Filed on Apr 17, 2020
24,142
$23.26 - $41.72 $562K - $1.01M
HEES
H&E Equipment Services, Inc.

Industrials
Q4 2019 Filed on Jan 23, 2020
82,983
$26.44 - $37.29 $2.19M - $3.09M
LEG
Leggett & Platt Inc

Consumer Cyclical
Q4 2019 Filed on Jan 23, 2020
16,658
$38.45 - $55.18 $641K - $919K
Suntrust Bks Inc
Q4 2019 Filed on Jan 23, 2020
23,206
N/A
CAH
Cardinal Health Inc

Healthcare
Q4 2019 Filed on Jan 23, 2020
42,285
$44.96 - $56.35 $1.9M - $2.38M
DXC
Dxc Technology CO

Technology
Q4 2019 Filed on Jan 23, 2020
26,147
$26.33 - $37.76 $688K - $987K
Celgene Corp
Q4 2019 Filed on Jan 23, 2020
8,410
N/A
WBK
Westpac Banking Corporation

Financial Services
Q4 2019 Filed on Jan 23, 2020
164,222
N/A
Tortoise Energy Infra Corp
Q4 2019 Filed on Jan 23, 2020
125,475
N/A
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q3 2019 Filed on Nov 06, 2019
4,406
$70.31 - $73.75 $310K - $325K
VEA
Vanguard Ftse Developed Market

ETFs
Q3 2019 Filed on Nov 06, 2019
7,170
$38.87 - $42.25 $279K - $303K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q3 2019 Filed on Nov 06, 2019
1,262
$260.57 - $277.38 $329K - $350K
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2019 Filed on Nov 06, 2019
13,483
$68.8 - $75.57 $928K - $1.02M
WFC
Wells Fargo & Company

Financial Services
Q2 2019 Filed on Jul 23, 2019
64,011
$44.37 - $49.17 $2.84M - $3.15M
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