Wealth Advisors Of Tampa Bay, LLC Portfolio Holdings

Wealth Advisors Of Tampa Bay, LLC

  • $259 Million
  • Q2 2025

Wealth Advisors Of Tampa Bay, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $16.3M, Microsoft Corp with a value of $10.3M, Walmart Inc. with a value of $8.86M, Apple Inc. with a value of $8.8M, and Jp Morgan ETF Tr Ultra Short I with a value of $8.37M.

Examining the 13F form we can see an increase of $18.4M in the current position value, from $241M to 259M.

Below you can find more details about Wealth Advisors Of Tampa Bay, LLC portfolio as well as his latest detailed transactions.

Portfolio value $259 Million
Technology: $77.7 Million
Financial Services: $36.3 Million
Communication Services: $28.8 Million
Consumer Cyclical: $26 Million
ETFs: $21.7 Million
Industrials: $21.1 Million
Healthcare: $16.7 Million
Consumer Defensive: $14.6 Million
Other: $16.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$16.3 Million 6.29% of portfolio
59,069
Q2 2025 Reduced 18.35%
$3.95T
$10.3 Million 3.98% of portfolio
20,742
Q2 2025 Reduced 0.17%
$281B
$8.86 Million 3.42% of portfolio
90,562
Q2 2025 Reduced 4.53%
$3.69T
$8.8 Million 3.4% of portfolio
42,900
Q2 2025 Added 0.34%
$254B
$8.09 Million 3.12% of portfolio
11,429
Q2 2025 Reduced 2.88%
$2.26T
$7.72 Million 2.98% of portfolio
35,187
Q2 2025 Reduced 0.47%
$95.6B
$7.09 Million 2.74% of portfolio
30,985
Q2 2025 Reduced 1.62%
$119B
$7.01 Million 2.71% of portfolio
29,443
Q2 2025 Added 0.05%
$55.6B
$6.51 Million 2.51% of portfolio
123,735
Q2 2025 Added 1.74%
$83.7B
$5.94 Million 2.29% of portfolio
65,190
Q2 2025 Reduced 1.47%
$18.5B
$5.9 Million 2.28% of portfolio
70,968
Q2 2025 Reduced 0.39%
$1.21T
$5.84 Million 2.26% of portfolio
33,150
Q2 2025 Reduced 0.23%
$44.6B
$5.55 Million 2.14% of portfolio
26,606
Q2 2025 Added 0.64%
$222B
$5.17 Million 2.0% of portfolio
17,697
Q2 2025 Added 0.8%
$203B
$5.14 Million 1.99% of portfolio
177,731
Q2 2025 Reduced 6.3%
$182B
$4.93 Million 1.9% of portfolio
113,918
Q2 2025 Added 0.97%
$22.8B
$4.54 Million 1.75% of portfolio
282,821
Q2 2025 Added 1.54%
$229B
$4.4 Million 1.7% of portfolio
30,139
Q2 2025 Reduced 1.6%
$293B
$4.32 Million 1.67% of portfolio
62,315
Q2 2025 Reduced 1.04%
$77.3B
$4.33 Million 1.67% of portfolio
23,205
Q2 2025 Added 0.61%
$232B
$4.27 Million 1.65% of portfolio
15,651
Q2 2025 Added 1.29%
$141B
$4.04 Million 1.56% of portfolio
113,108
Q2 2025 Reduced 10.47%
$49.5B
$3.9 Million 1.51% of portfolio
24,420
Q2 2025 Reduced 11.47%
$113B
$3.88 Million 1.5% of portfolio
8,373
Q2 2025 Added 0.6%
$456B
$3.84 Million 1.48% of portfolio
24,298
Q2 2025 Added 1.25%
$302B
$3.82 Million 1.48% of portfolio
26,706
Q2 2025 Added 17.02%
$122B
$3.78 Million 1.46% of portfolio
43,316
Q2 2025 Added 3.48%
$15.8B
$3.59 Million 1.39% of portfolio
53,456
Q2 2025 Added 1.11%
$10.8B
$3.56 Million 1.37% of portfolio
48,177
Q2 2025 Added 0.78%
$138B
$3.41 Million 1.32% of portfolio
140,770
Q2 2025 Reduced 0.61%
$99B
$3.43 Million 1.32% of portfolio
74,066
Q2 2025 Added 6.1%
$182B
$3.16 Million 1.22% of portfolio
33,888
Q2 2025 Added 1.01%
$86.2B
$2.96 Million 1.14% of portfolio
10,141
Q2 2025 Added 1.25%
$26.4B
$2.93 Million 1.13% of portfolio
12,582
Q2 2025 Reduced 0.59%
$123B
$2.82 Million 1.09% of portfolio
18,850
Q2 2025 New
$87.3B
$2.75 Million 1.06% of portfolio
18,060
Q2 2025 Added 1.75%
$157B
$2.73 Million 1.06% of portfolio
7,064
Q2 2025 Added 9.88%
$33.5B
$2.52 Million 0.97% of portfolio
97,626
Q2 2025 Added 76.38%
$31B
$2.29 Million 0.88% of portfolio
26,225
Q2 2025 Added 27.58%
$58.4B
$2.11 Million 0.81% of portfolio
49,102
Q2 2025 Added 47.73%
$83.2B
$2.06 Million 0.79% of portfolio
9,663
Q2 2025 Reduced 3.01%
$70.1B
$1.93 Million 0.75% of portfolio
12,383
Q2 2025 Added 3.55%
$93.6B
$1.92 Million 0.74% of portfolio
3,766
Q2 2025 Reduced 8.61%
$621B
$1.88 Million 0.73% of portfolio
3,875
Q1 2025 Added 4.03%
$141B
$1.9 Million 0.73% of portfolio
27,331
Q2 2025 Added 0.74%
$78.6B
$1.62 Million 0.63% of portfolio
21,842
Q2 2025 Added 33.5%
$95.8B
$1.44 Million 0.56% of portfolio
31,875
Q2 2025 Reduced 2.25%
$172B
$1.39 Million 0.54% of portfolio
1,349
Q2 2025 Reduced 2.53%
$0
$1.37 Million 0.53% of portfolio
115,252
Q4 2024 Reduced 0.41%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $259 Million
  • Prior Value $241 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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