Wealth Advisors Of Tampa Bay, LLC Portfolio Holdings
Wealth Advisors Of Tampa Bay, LLC
- $208 Million
- Q2 2024
Wealth Advisors Of Tampa Bay, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $208 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $11.9M, Apple Inc. with a value of $10.4M, Microsoft Corp with a value of $9.19M, Waste Management Inc with a value of $7.35M, and Walmart Inc. with a value of $7.28M.
Examining the 13F form we can see an increase of $2.29M in the current position value, from $206M to 208M.
Below you can find more details about Wealth Advisors Of Tampa Bay, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$208 Million
Technology: $66.1 Million
Communication Services: $26.7 Million
Consumer Cyclical: $25.1 Million
Financial Services: $22 Million
Industrials: $16.2 Million
Healthcare: $16.1 Million
Consumer Defensive: $13.3 Million
ETFs: $9.19 Million
Other: $13.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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