WA

Wealth Advisors of Tampa Bay, LLC

13F
Wealth Advisors of Tampa Bay, LLC
Last update 2025-05-15 150 Stocks (67 new)
Value $246.00 Mil Turnover 13 %
Countries:
Top Holdings: AVGO(4.92%)AAPL(3.86%)WMT(3.39%)MSFT(3.17%)WM(2.96%)
Summary Stock Picks Current Portfolio
Wealth Advisors of Tampa Bay, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVGO
Broadcom Inc
72,345
12,112.7
-0.95%
4.920
-0.07%
0.000
+59.73%
+22.26%
1,326,002.5
Semiconductors
AAPL
Apple Inc
42,755
9,497.2
-5.05%
3.860
-0.25%
0.000
+4.64%
-14.41%
3,193,578.3
Hardware
WMT
Walmart Inc
94,857
8,327.5
-9.72%
3.390
-0.40%
0.000
+0.98%
+6.42%
763,406.8
Retail - Defensive
MSFT
Microsoft Corp
20,777
7,799.5
-0.03%
3.170
0%
0.000
+35.07%
+20.21%
3,751,576.5
Software
WM
Waste Management Inc
31,495
7,291.4
-7.33%
2.960
-0.22%
0.010
+0.25%
+14.01%
91,913.5
Waste Management
AMZN
Amazon.com Inc
35,352
6,726.1
+0.86%
2.730
+0.02%
0.000
+26.17%
+3.87%
2,419,150.3
Retail - Cyclical
GS
The Goldman Sachs Group Inc
11,768
6,428.8
+2.35%
2.610
+0.06%
0.000
+36.47%
+26.77%
220,542.1
Capital Markets
ETR
Entergy Corp
71,243
6,090.6
+1.06%
2.480
+0.03%
0.020
+5.34%
+17.92%
39,331.0
Utilities - Regulated
ADI
Analog Devices Inc
29,428
5,934.8
+1.85%
2.410
+0.04%
0.010
+25.32%
+8.48%
113,358.0
Semiconductors
GRMN
Garmin Ltd
26,436
5,740.1
+0.04%
2.330
0%
0.010
+20.04%
+13.21%
44,598.4
Hardware

Wealth Advisors of Tampa Bay, LLC's Historical Top Holdings Breakdowns

Wealth Advisors of Tampa Bay, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPLD
JPMorgan Limited Duration Bond ETF
2025-03-31
New Buy
New Buy
+1.87%
●
51.4 ($51.75) 52.07
$52.10
0.68%
New holding
88,558
88,558
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
New Buy
New Buy
+1.83%
●
50.39 ($50.51) 50.66
$50.61
0.20%
New holding
88,993
88,993
VZ
Verizon Communications Inc
2025-03-31
Add
Add
+0.98%
●
37.81 ($41.63) 46.49
$42.82
2.86%
Add 89.15%
112,828
53,178
TTE
TotalEnergies SE
2025-03-31
Reduce
Reduce
-0.98%
●
55.08 ($60.33) 65.18
$62.38
3.40%
Reduce -97.07%
1,250
-41,341
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.76%
●
106.98 ($126.74) 149.43
$170.34
34.40%
Add 258.45%
23,998
17,303
PFE
Pfizer Inc
2025-03-31
Add
Add
+0.70%
●
25.01 ($26.17) 27.13
$25.36
-3.10%
Add 92.51%
141,630
68,060
CSCO
Cisco Systems Inc
2025-03-31
Reduce
Reduce
-0.57%
●
58.74 ($61.57) 64.87
$68.46
11.19%
Reduce -26.01%
62,970
-22,137
WMT
Walmart Inc
2025-03-31
Reduce
Reduce
-0.40%
●
84.5 ($93.81) 105.05
$95.66
1.97%
Reduce -9.72%
94,857
-10,215
MMM
3M Co
2025-03-31
Add
Add
+0.40%
●
129.7 ($146.92) 155.12
$151.25
2.95%
Add 59.41%
17,750
6,615
MCHP
Microchip Technology Inc
2025-03-31
Sold Out
Sold Out
-0.40%
●
48.41 ($55.72) 64.3
$69.86
25.38%
Sold Out
0
-15,863

Wealth Advisors of Tampa Bay, LLC Total Holding History ($B)

To

Wealth Advisors of Tampa Bay, LLC's Asset Allocation

To

Wealth Advisors of Tampa Bay, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wealth Advisors of Tampa Bay, LLC's Hypothetical Growth since 2025-03-31

Wealth Advisors of Tampa Bay, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wealth Advisors of Tampa Bay, LLC's Holdings Heat Map

Size field:

Wealth Advisors of Tampa Bay, LLC's Holdings Bubble Chart

Wealth Advisors of Tampa Bay, LLC News

  • 1

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