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