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 Market Cap. of $10 Billions to $200 Billions
