Wealth Advisors Of Tampa Bay, LLC Portfolio Holdings

Wealth Advisors Of Tampa Bay, LLC

  • $241 Million
  • Q1 2025

Wealth Advisors Of Tampa Bay, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $241 Million distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $12.1M, Apple Inc. with a value of $9.5M, Walmart Inc. with a value of $8.33M, Microsoft Corp with a value of $7.8M, and Waste Management Inc with a value of $7.29M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $229M to 241M.

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

Portfolio value $241 Million
Technology: $65.8 Million
Financial Services: $29.9 Million
Communication Services: $28.7 Million
Consumer Cyclical: $25.3 Million
ETFs: $21.4 Million
Industrials: $21 Million
Healthcare: $17.5 Million
Consumer Defensive: $13.8 Million
Other: $17.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.43 Million 0.59% of portfolio
115,252
Q4 2024 Reduced 0.41%
$30.9B
$1.4 Million 0.58% of portfolio
20,555
Q1 2025 Added 18.88%
$53.4B
$1.37 Million 0.57% of portfolio
33,237
Q1 2025 Added 52.36%
$0
$1.35 Million 0.56% of portfolio
16,513
Q1 2025 Added 10.47%
$0
$1.33 Million 0.55% of portfolio
115,672
Q4 2024 Reduced 0.42%
$27.8B
$1.22 Million 0.51% of portfolio
4,327
Q4 2024 Added 1.41%
$196B
$1.1 Million 0.46% of portfolio
1,384
Q1 2025 Added 6.3%
$81B
$1.07 Million 0.44% of portfolio
16,361
Q1 2025 Added 24.7%
$86.4B
$1.05 Million 0.44% of portfolio
3,000
Q1 2025 Reduced 0.07%
$0
$1.02 Million 0.42% of portfolio
24,278
Q1 2025 Reduced 2.04%
$478B
$1.01 Million 0.42% of portfolio
8,460
Q1 2025 Reduced 0.01%
$0
$924,000 0.38% of portfolio
1,646
Q3 2024 Reduced 5.18%
$95.9B
$861,000 0.36% of portfolio
2,620
Q4 2024 Reduced 33.16%
$178B
$849,000 0.35% of portfolio
5,667
Q1 2025 Added 299.08%
$0
$829,000 0.34% of portfolio
4,789
Q1 2025 New
$180B
$767,000 0.32% of portfolio
2,460
Q1 2025 New
$365B
$496,000 0.21% of portfolio
11,900
Q1 2025 Reduced 33.87%
$554B
$472,000 0.2% of portfolio
1,348
Q1 2025 Added 12.05%
$180B
$387,000 0.16% of portfolio
782
Q1 2025 New
$0
$391,000 0.16% of portfolio
32,000
Q4 2023 New
$214B
$358,000 0.15% of portfolio
3,631
Q1 2025 Reduced 30.25%
$44B
$328,000 0.14% of portfolio
3,150
Q1 2025 New
$0
$311,000 0.13% of portfolio
6,080
Q3 2024 New
$377B
$292,000 0.12% of portfolio
1,718
Q1 2025 Reduced 0.23%
$0
$290,000 0.12% of portfolio
3,268
Q1 2025 Reduced 2.01%
$1.19B
$282,000 0.12% of portfolio
13,455
Q4 2023 Reduced 50.0%
$51.7B
$262,000 0.11% of portfolio
4,900
Q1 2024 New
$20.2B
$254,000 0.11% of portfolio
10,025
Q1 2025 New
$16.3B
$246,000 0.1% of portfolio
4,625
Q3 2024 New
$0
$233,000 0.1% of portfolio
1,171
Q1 2025 Added 0.69%
$25.2B
$250,000 0.1% of portfolio
1,465
Q1 2025 Reduced 25.45%
$0
$250,000 0.1% of portfolio
2,535
Q1 2025 Added 5.76%
$107B
$226,000 0.09% of portfolio
3,768
Q1 2025 New
$67.9B
$200,000 0.08% of portfolio
5,875
Q1 2025 New
$0
$190,000 0.08% of portfolio
13,966
Q4 2023 Reduced 50.0%
$134B
$173,000 0.07% of portfolio
2,000
Q1 2025 New
$45.1B
$162,000 0.07% of portfolio
2,900
Q1 2025 New
$328B
$180,000 0.07% of portfolio
860
Q1 2025 New
$4.39B
$142,000 0.06% of portfolio
15,979
Q4 2023 Reduced 50.0%
$0
$133,000 0.06% of portfolio
676
Q1 2025 New
$52.4B
$148,000 0.06% of portfolio
150
Q1 2025 New
$807B
$156,000 0.06% of portfolio
640
Q1 2025 New
$43.4B
$150,000 0.06% of portfolio
1,445
Q1 2025 New
$20.5B
$110,000 0.05% of portfolio
300
Q1 2025 New
$0
$110,000 0.05% of portfolio
1,624
Q1 2025 New
$13.8B
$115,000 0.05% of portfolio
1,000
Q1 2025 New
$44.3B
$125,000 0.05% of portfolio
400
Q1 2025 New
$97.2B
$125,000 0.05% of portfolio
1,369
Q1 2025 New
$262B
$127,000 0.05% of portfolio
639
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $241 Million
  • Prior Value $229 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 66 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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