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 Market Cap. of $10 Billions to $200 Billions
