Wealth Advisors Of Tampa Bay, LLC Portfolio Holdings

Wealth Advisors Of Tampa Bay, LLC

  • $241 Million
  • Q1 2025

Wealth Advisors Of Tampa Bay, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $241 Million distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $12.1M, Apple Inc. with a value of $9.5M, Walmart Inc. with a value of $8.33M, Microsoft Corp with a value of $7.8M, and Waste Management Inc with a value of $7.29M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $229M to 241M.

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

Portfolio value $241 Million
Technology: $65.8 Million
Financial Services: $29.9 Million
Communication Services: $28.7 Million
Consumer Cyclical: $25.3 Million
ETFs: $21.4 Million
Industrials: $21 Million
Healthcare: $17.5 Million
Consumer Defensive: $13.8 Million
Other: $17.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$112B
$12.1 Million 5.03% of portfolio
72,345
Q1 2025 Reduced 0.95%
$3.35T
$9.5 Million 3.95% of portfolio
42,755
Q1 2025 Reduced 5.05%
$260B
$8.33 Million 3.46% of portfolio
94,857
Q1 2025 Reduced 9.72%
$3.75T
$7.8 Million 3.24% of portfolio
20,777
Q1 2025 Reduced 0.03%
$94.1B
$7.29 Million 3.03% of portfolio
31,495
Q1 2025 Reduced 7.33%
$2.3T
$6.73 Million 2.8% of portfolio
35,352
Q1 2025 Added 0.86%
$243B
$6.43 Million 2.67% of portfolio
11,768
Q1 2025 Added 2.35%
$16.8B
$6.09 Million 2.53% of portfolio
71,243
Q1 2025 Added 1.06%
$125B
$5.93 Million 2.47% of portfolio
29,428
Q1 2025 Added 1.85%
$41.7B
$5.74 Million 2.39% of portfolio
26,436
Q1 2025 Added 0.04%
$44.9B
$5.57 Million 2.31% of portfolio
121,620
Q1 2025 Added 0.46%
$77B
$5.55 Million 2.31% of portfolio
66,165
Q1 2025 Reduced 2.3%
$222B
$5.48 Million 2.28% of portfolio
17,557
Q1 2025 Reduced 1.0%
$194B
$5.36 Million 2.23% of portfolio
189,686
Q1 2025 Added 0.08%
$1.07T
$5.14 Million 2.14% of portfolio
33,225
Q1 2025 Added 1.46%
$175B
$5.12 Million 2.13% of portfolio
112,828
Q1 2025 Added 89.15%
$157B
$4.66 Million 1.94% of portfolio
126,337
Q1 2025 Added 15.63%
$101B
$4.26 Million 1.77% of portfolio
69,806
Q1 2025 Reduced 2.75%
$260B
$4.15 Million 1.72% of portfolio
15,451
Q1 2025 Added 3.0%
$219B
$4.06 Million 1.69% of portfolio
30,629
Q1 2025 Added 0.53%
$79.7B
$4.05 Million 1.69% of portfolio
23,065
Q1 2025 Added 28.83%
$41.4B
$3.99 Million 1.66% of portfolio
27,585
Q1 2025 Added 11.01%
$23.3B
$3.99 Million 1.66% of portfolio
278,534
Q1 2025 Added 7.78%
$16B
$3.89 Million 1.62% of portfolio
52,871
Q1 2025 Added 8.74%
$278B
$3.89 Million 1.61% of portfolio
62,970
Q1 2025 Reduced 26.01%
$297B
$3.82 Million 1.59% of portfolio
22,821
Q1 2025 Added 16.23%
$119B
$3.76 Million 1.56% of portfolio
41,858
Q1 2025 Added 3.46%
$124B
$3.72 Million 1.55% of portfolio
8,323
Q1 2025 Added 9.95%
$142B
$3.59 Million 1.49% of portfolio
141,630
Q1 2025 Added 92.51%
$10.5B
$2.94 Million 1.22% of portfolio
47,802
Q1 2025 Added 4.05%
$25B
$2.86 Million 1.19% of portfolio
12,657
Q1 2025 Added 5.37%
$83.7B
$2.73 Million 1.13% of portfolio
10,016
Q1 2025 Added 4.96%
$409B
$2.6 Million 1.08% of portfolio
23,998
Q1 2025 Added 258.45%
$87.3B
$2.61 Million 1.08% of portfolio
17,750
Q1 2025 Added 59.41%
$171B
$2.47 Million 1.02% of portfolio
6,429
Q1 2025 Added 16.57%
$186B
$2.44 Million 1.02% of portfolio
33,548
Q1 2025 Added 9.1%
$631B
$2.06 Million 0.86% of portfolio
3,875
Q1 2025 Added 4.03%
$72.9B
$1.97 Million 0.82% of portfolio
11,958
Q1 2025 Added 22.73%
$147B
$1.92 Million 0.8% of portfolio
27,131
Q1 2025 Added 9.7%
$84.8B
$1.79 Million 0.74% of portfolio
9,963
Q1 2025 Reduced 0.85%
$34.1B
$1.68 Million 0.7% of portfolio
55,351
Q1 2025 Added 19.15%
$9.29B
$1.63 Million 0.68% of portfolio
61,263
Q1 2025 Reduced 18.05%
$102B
$1.45 Million 0.6% of portfolio
4,121
Q1 2025 Reduced 0.24%
$91.5B
$1.44 Million 0.6% of portfolio
32,608
Q1 2025 Added 0.38%
$0
$1.43 Million 0.59% of portfolio
115,252
Q4 2024 Reduced 0.41%
$33B
$1.4 Million 0.58% of portfolio
20,555
Q1 2025 Added 18.88%
$60.6B
$1.37 Million 0.57% of portfolio
33,237
Q1 2025 Added 52.36%
$0
$1.33 Million 0.55% of portfolio
115,672
Q4 2024 Reduced 0.42%
$28B
$1.22 Million 0.51% of portfolio
4,327
Q4 2024 Added 1.41%

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $241 Million
  • Prior Value $229 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 66 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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