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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$1.21T
$5.84 Million 2.26% of portfolio
33,150
Q2 2025 Reduced 0.23%
$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%
$405B
$4.67 Million 1.8% of portfolio
12,739
Q2 2025 Reduced 0.86%
$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%
$232B
$4.27 Million 1.65% of portfolio
15,651
Q2 2025 Added 1.29%
$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%
$621B
$1.88 Million 0.73% of portfolio
3,875
Q1 2025 Added 4.03%
$202B
$1.19 Million 0.46% of portfolio
9,017
Q2 2025 Added 59.11%
$551B
$558,000 0.22% of portfolio
1,573
Q2 2025 Added 16.69%
$381B
$563,000 0.22% of portfolio
11,900
Q1 2025 Reduced 33.87%
$207B
$450,000 0.17% of portfolio
3,631
Q1 2025 Reduced 30.25%
$368B
$273,000 0.11% of portfolio
1,718
Q1 2025 Reduced 0.23%

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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