Wealth Advisors Of Tampa Bay, LLC Portfolio Holdings

Wealth Advisors Of Tampa Bay, LLC

  • $234 Million
  • Q3 2024

Wealth Advisors Of Tampa Bay, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $234 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $12.8M, Apple Inc. with a value of $10.4M, Microsoft Corp with a value of $8.98M, Walmart Inc. with a value of $8.56M, and Waste Management Inc with a value of $7.06M.

Examining the 13F form we can see an increase of $25.2M in the current position value, from $208M to 234M.

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

Portfolio value $234 Million
Technology: $68.6 Million
Consumer Cyclical: $29 Million
Communication Services: $28.3 Million
Financial Services: $26.4 Million
Industrials: $17.9 Million
Consumer Defensive: $15.6 Million
ETFs: $15.5 Million
Healthcare: $14.5 Million
Other: $17.9 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.04 Million 1.3% of portfolio
34,959
Q3 2024 Added 20.39%
$0
$2.9 Million 1.24% of portfolio
55,126
Q3 2024 New
$0
$2.42 Million 1.03% of portfolio
25,085
Q3 2024 Reduced 1.34%
$0
$2.26 Million 0.97% of portfolio
24,281
Q3 2024 Added 4.34%
$0
$1.63 Million 0.7% of portfolio
50,785
Q3 2024 New
$0
$1.14 Million 0.49% of portfolio
25,413
Q3 2024 Reduced 1.26%
$0
$949,000 0.41% of portfolio
1,646
Q3 2024 Reduced 5.18%
$0
$332,000 0.14% of portfolio
6,080
Q3 2024 New
$0
$298,000 0.13% of portfolio
3,335
Q1 2024 Added 239.96%
$0
$269,000 0.12% of portfolio
1,222
Q3 2024 Added 1.41%
$0
$231,000 0.1% of portfolio
2,285
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $234 Million
  • Prior Value $208 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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