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