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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.55 Million 0.66% of portfolio
115,729
Q1 2024 Added 76.07%
$0
$1.44 Million 0.62% of portfolio
116,162
Q1 2024 Added 75.57%
$0
$375,000 0.16% of portfolio
32,000
Q4 2023 New
$0
$201,000 0.09% of portfolio
13,966
Q4 2023 Reduced 50.0%
$4.38M
$109,000 0.05% of portfolio
50,000
Q4 2023 Reduced 50.0%

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
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