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
Top Buys
A
AVGOBROADCOM INC+$4.2M
J
JPSTJPMORGAN+$3.9M
B
BXBLACKSTONE INC+$2.8M
M
MSFTMICROSOFT CORP+$2.5M
G
GSGOLDMAN SACHS+$1.7M
Top Sells
S
SLYVSPDR S&P-$2.8M
B
BMYBRISTOL MYERS-$828.9K
A
AAPLAPPLE INC-$695.4K
C
CMCSACOMCAST CORP-$625.0K
C
CAGCONAGRA BRANDS-$369.1K
Top Holdings
A
AVGOBROADCOM INC+6.1%$16.3M
M
MSFTMICROSOFT CORP+3.9%$10.3M
W
WMTWALMART INC+3.3%$8.9M
A
AAPLAPPLE INC+3.3%$8.8M
J
JPSTJPMORGAN+3.2%$8.4M
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
+10.3%
SERVICES-PREPACKAGED SOFTWARE
+9.2%
TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE)
+3.8%
NATIONAL COMMERCIAL BANKS
+3.5%
RETAIL-VARIETY STORES
+3.5%