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Wealth Advisors of Tampa Bay, LLC
CIK:0001715228
Investment Adviser
$401M AUM
90 holdings
Tampa, FL, USA
Wealth Advisors of Tampa Bay provides comprehensive wealth management, estate planning, and retirement planning services to professionals and families.
Investment Strategy
Comprehensive wealth management through simple, user-friendly strategies
Latest 13F Filing Activity
Wealth Advisors of Tampa Bay, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 90 equity positions with a total 13F market value of $265M. The fund increased holdings in Broadcom Inc., JPMorgan, Blackstone Inc. among other positions. Wealth Advisors of Tampa Bay, LLC reduced exposure to SPDR S&P, Bristol Myers, Apple Inc. among others.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 6.14% | $16.3M | 59,069 | $69.67 | $275.65 | +$4.2M |
M MSFT | MICROSOFT CORP | 3.89% | $10.3M | 20,742 | $270.63 | $497.41 | +$2.5M |
W WMT | WALMART INC | 3.34% | $8.9M | 90,562 | $49.73 | $97.78 | +$527.6K |
A AAPL | APPLE INC | 3.32% | $8.8M | 42,900 | $140.33 | $205.17 | -$695.4K |
J JPST | JPMORGAN | 3.16% | $8.4M | 165,246 | $50.65 | $50.68 | +$3.9M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+10.4%
SERVICES-PREPACKAGED SOFTWARE
+9.1%
RETAIL-VARIETY STORES
+3.7%
ELECTRONIC COMPUTERS
+3.5%
TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE)
+3.4%
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