Wealth Advisors Of Tampa Bay, LLC Portfolio Holdings

Wealth Advisors Of Tampa Bay, LLC

  • $229 Million
  • Q4 2024

Wealth Advisors Of Tampa Bay, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $229 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $16.9M, Apple Inc. with a value of $11.3M, Walmart Inc. with a value of $9.49M, Microsoft Corp with a value of $8.76M, and Amazon Com Inc with a value of $7.69M.

Examining the 13F form we can see an decrease of $4.5M in the current position value, from $234M to 229M.

Below you can find more details about Wealth Advisors Of Tampa Bay, LLC portfolio as well as his latest detailed transactions.

Portfolio value $229 Million
Technology: $73.3 Million
Financial Services: $27.8 Million
Consumer Cyclical: $26.8 Million
Communication Services: $24.7 Million
Industrials: $18 Million
ETFs: $14.6 Million
Consumer Defensive: $13.8 Million
Healthcare: $13.4 Million
Other: $16.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.3B
$16.9 Million 7.39% of portfolio
73,040
Q4 2024 Reduced 1.49%
$3.17T
$11.3 Million 4.92% of portfolio
45,030
Q4 2024 Added 0.43%
$253B
$9.49 Million 4.14% of portfolio
105,072
Q4 2024 Reduced 0.89%
$2.74T
$8.76 Million 3.82% of portfolio
20,784
Q4 2024 Reduced 0.43%
$1.76T
$7.69 Million 3.36% of portfolio
35,052
Q4 2024 Added 0.31%
$94.8B
$6.86 Million 2.99% of portfolio
33,985
Q4 2024 Reduced 0.07%
$174B
$6.58 Million 2.87% of portfolio
11,498
Q4 2024 Reduced 0.06%
$903B
$6.2 Million 2.71% of portfolio
32,748
Q4 2024 Reduced 0.55%
$90.7B
$6.14 Million 2.68% of portfolio
28,893
Q4 2024 Added 3.55%
$35.1B
$5.75 Million 2.51% of portfolio
121,061
Q4 2024 Reduced 3.24%
$36.5B
$5.45 Million 2.38% of portfolio
26,425
Q4 2024 Reduced 0.41%
$16.9B
$5.34 Million 2.33% of portfolio
70,494
Q4 2024 Added 97.13%
$61.7B
$5.2 Million 2.27% of portfolio
67,720
Q4 2024 Reduced 1.88%
$229B
$5.14 Million 2.24% of portfolio
17,734
Q4 2024 Reduced 0.19%
$363B
$5.09 Million 2.22% of portfolio
13,082
Q4 2024 Added 1.2%
$229B
$5.04 Million 2.2% of portfolio
85,107
Q4 2024 Reduced 0.42%
$193B
$4.32 Million 1.88% of portfolio
189,527
Q4 2024 Reduced 0.38%
$14B
$4.17 Million 1.82% of portfolio
48,621
Q4 2024 Added 4.64%
$150B
$4.1 Million 1.79% of portfolio
109,257
Q4 2024 Reduced 0.92%
$105B
$4.06 Million 1.77% of portfolio
71,778
Q4 2024 Added 0.43%
$122B
$3.68 Million 1.61% of portfolio
7,570
Q4 2024 Added 40.81%
$40.5B
$3.64 Million 1.59% of portfolio
24,850
Q4 2024 Reduced 1.82%
$189B
$3.53 Million 1.54% of portfolio
30,469
Q4 2024 Added 0.99%
$21.3B
$3.5 Million 1.53% of portfolio
258,419
Q4 2024 Reduced 1.38%
$61.5B
$3.45 Million 1.51% of portfolio
17,903
Q4 2024 Added 0.63%
$110B
$3.23 Million 1.41% of portfolio
40,458
Q4 2024 Reduced 1.56%
$0
$3.06 Million 1.34% of portfolio
35,126
Q4 2024 Added 0.48%
$173B
$2.92 Million 1.28% of portfolio
42,591
Q4 2024 Reduced 43.05%
$0
$2.85 Million 1.24% of portfolio
55,126
Q3 2024 New
$270B
$2.84 Million 1.24% of portfolio
19,635
Q4 2024 Added 30.02%
$7.27B
$2.57 Million 1.12% of portfolio
45,942
Q4 2024 Reduced 6.67%
$75.8B
$2.51 Million 1.1% of portfolio
9,543
Q4 2024 Added 14.67%
$162B
$2.45 Million 1.07% of portfolio
5,515
Q4 2024 Added 11.89%
$185B
$2.39 Million 1.04% of portfolio
59,650
Q4 2024 Reduced 35.26%
$23B
$2.35 Million 1.02% of portfolio
12,012
Q4 2024 Added 9.81%
$0
$2.29 Million 1.0% of portfolio
76,545
Q4 2024 Added 50.72%
$0
$2.14 Million 0.93% of portfolio
25,437
Q4 2024 Added 1.4%
$12.1B
$2.07 Million 0.91% of portfolio
74,758
Q4 2024 Added 10.88%
$124B
$1.95 Million 0.85% of portfolio
73,570
Q4 2024 Reduced 50.16%
$149B
$1.85 Million 0.81% of portfolio
30,749
Q4 2024 Added 4.38%
$62.5B
$1.79 Million 0.78% of portfolio
10,048
Q4 2024 Reduced 2.57%
$130B
$1.77 Million 0.77% of portfolio
24,731
Q4 2024 Added 14.73%
$674B
$1.69 Million 0.74% of portfolio
3,725
Q1 2024 Reduced 0.72%
$30.7B
$1.65 Million 0.72% of portfolio
4,327
Q4 2024 Added 1.41%
$69.6B
$1.59 Million 0.69% of portfolio
9,743
Q4 2024 New
$72B
$1.44 Million 0.63% of portfolio
11,135
Q4 2024 Added 0.3%
$36.1B
$1.43 Million 0.62% of portfolio
46,454
Q4 2024 Reduced 46.83%
$80.7B
$1.41 Million 0.62% of portfolio
4,131
Q4 2024 Reduced 0.72%
$0
$1.41 Million 0.62% of portfolio
115,252
Q4 2024 Reduced 0.41%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $229 Million
  • Prior Value $234 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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