Wealth Advisors Of Tampa Bay, LLC Top Holdings and 13F Report (2024) About Wealth Advisors Of Tampa Bay, LLCInvestment ActivityWealth Advisors Of Tampa Bay, LLC has $239.63 million in total holdings as of September 30, 2024.Wealth Advisors Of Tampa Bay, LLC owns shares of 88 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 10.55% of the portfolio was purchased this quarter.About 2.34% of the portfolio was sold this quarter.This quarter, Wealth Advisors Of Tampa Bay, LLC has purchased 81 new stocks and bought additional shares in 36 stocks.Wealth Advisors Of Tampa Bay, LLC sold shares of 27 stocks and completely divested from 2 stocks this quarter.Largest Holdings Broadcom $12,790,015Apple $10,446,555Microsoft $8,981,666Walmart $8,560,492Waste Management $7,060,061 Largest New Holdings this Quarter iShares 1-5 Year Investment Grade Corporate Bond ETF $2,902,935 HoldingChevron $2,224,078 HoldingPacer Data & Infrastructure Real Estate ETF $1,632,232 HoldingNVIDIA $797,253 HoldingBank of America $723,724 Holding Largest Purchases this Quarter Broadcom 66,717 shares (about $11.51M)iShares 1-5 Year Investment Grade Corporate Bond ETF 55,126 shares (about $2.90M)Chevron 15,102 shares (about $2.22M)Pacer Data & Infrastructure Real Estate ETF 50,785 shares (about $1.63M)NVIDIA 6,565 shares (about $797.25K) Largest Sales this Quarter Apple 4,327 shares (about $1.01M)Microchip Technology 8,940 shares (about $717.79K)RTX 1,097 shares (about $132.91K)Bank of New York Mellon 1,835 shares (about $131.86K)Electronic Arts 891 shares (about $127.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Advisors Of Tampa Bay, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$12,790,015$11,508,685 ▲898.2%74,1455.3%Computer and TechnologyAAPLApple$10,446,555$1,008,191 ▼-8.8%44,8354.4%Computer and TechnologyMSFTMicrosoft$8,981,666$133,824 ▲1.5%20,8733.7%Computer and TechnologyWMTWalmart$8,560,492$117,088 ▼-1.3%106,0123.6%Retail/WholesaleWMWaste Management$7,060,061$91,552 ▼-1.3%34,0082.9%Business ServicesAMZNAmazon.com$6,510,747$88,693 ▼-1.3%34,9422.7%Retail/WholesaleADIAnalog Devices$6,422,439$256,179 ▲4.2%27,9032.7%Computer and TechnologyGSThe Goldman Sachs Group$5,696,244$35,648 ▼-0.6%11,5052.4%FinanceGLWCorning$5,648,766$69,983 ▲1.3%125,1112.4%Computer and TechnologyGOOGLAlphabet$5,461,112$66,174 ▼-1.2%32,9282.3%Computer and TechnologyMCDMcDonald's$5,410,541$98,052 ▲1.8%17,7682.3%Retail/WholesaleHDHome Depot$5,238,020$176,262 ▲3.5%12,9272.2%Retail/WholesaleBKBank of New York Mellon$4,959,427$131,863 ▼-2.6%69,0152.1%FinanceCRMSalesforce$4,941,565$83,208 ▼-1.7%18,0542.1%Computer and TechnologyTTETotalEnergies$4,832,810$88,723 ▲1.9%74,7882.0%Oils/EnergyBBYBest Buy$4,799,749$104,333 ▲2.2%46,4642.0%Retail/WholesaleETREntergy$4,706,377$32,903 ▲0.7%35,7602.0%UtilitiesGRMNGarmin$4,670,969$131,143 ▲2.9%26,5351.9%Computer and TechnologyCMCSAComcast$4,605,859$95,779 ▲2.1%110,2671.9%Consumer DiscretionaryCSCOCisco Systems$4,548,291$7,983 ▲0.2%85,4621.9%Computer and TechnologyTUTELUS$4,396,973$97,123 ▲2.3%262,0361.8%UtilitiesJ P MORGAN EXCHANGE TRADED F$4,346,614$76,191 ▲1.8%83,3481.8%JPMORGAM LTD DURPFEPfizer$4,271,923$91,856 ▲2.2%147,6131.8%MedicalTAT&T$4,185,610$13,970 ▼-0.3%190,2551.7%Computer and TechnologyVZVerizon Communications$4,137,705$66,871 ▲1.6%92,1331.7%Computer and TechnologyMDTMedtronic$3,700,326$97,413 ▲2.7%41,1011.5%MedicalBMYBristol-Myers Squibb$3,697,962$15,005 ▼-0.4%71,4721.5%MedicalRTXRTX$3,655,277$132,913 ▼-3.5%30,1691.5%AerospaceEAElectronic Arts$3,630,467$127,805 ▼-3.4%25,3101.5%Consumer DiscretionaryHASHasbro$3,560,095$5,424 ▼-0.2%49,2271.5%Consumer DiscretionaryPNCThe PNC Financial Services Group$3,288,679$105,919 ▲3.3%17,7911.4%FinanceLMTLockheed Martin$3,142,594$505,644 ▲19.2%5,3761.3%AerospaceKHCKraft Heinz$3,067,463$415,317 ▲15.7%87,3671.3%Consumer StaplesSLYVSPDR S&P 600 Small CapValue ETF$3,035,148$513,976 ▲20.4%34,9591.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,902,935$2,902,935 ▲New Holding55,1261.2%ManufacturingADBEAdobe$2,552,142$15,533 ▼-0.6%4,9291.1%Computer and TechnologyGDGeneral Dynamics$2,514,907$36,566 ▼-1.4%8,3221.0%AerospaceXLBMaterials Select Sector SPDR Fund$2,417,696$32,769 ▼-1.3%25,0851.0%ETFMXIiShares Global Materials ETF$2,264,271$94,185 ▲4.3%24,2810.9%ETFCBOECboe Global Markets$2,241,076$32,779 ▼-1.4%10,9390.9%Financial ServicesCVXChevron$2,224,078$2,224,078 ▲New Holding15,1020.9%Oils/EnergyUBERUber Technologies$2,214,137$19,241 ▼-0.9%29,4590.9%Computer and TechnologyCAGConagra Brands$2,192,597$16,097 ▲0.7%67,4230.9%Consumer StaplesEXPEExpedia Group$2,084,420$14,506 ▼-0.7%14,0820.9%Retail/WholesaleLABCORP HOLDINGS INC$1,868,517$23,465 ▲1.3%8,3610.8%COM SHSMCHPMicrochip Technology$1,862,167$717,793 ▼-27.8%23,1930.8%Computer and TechnologyNEENextEra Energy$1,822,133$199,576 ▲12.3%21,5560.8%UtilitiesBRK.BBerkshire Hathaway$1,714,4690.0%3,7250.7%FinanceSRVRPacer Data & Infrastructure Real Estate ETF$1,632,232$1,632,232 ▲New Holding50,7850.7%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$1,549,6110.0%115,7290.6%Financial ServicesCOFCapital One Financial$1,544,167$5,241 ▼-0.3%10,3130.6%FinanceMMM3M$1,517,650$42,377 ▼-2.7%11,1020.6%Multi-Sector ConglomeratesNADNuveen Quality Municipal Income Fund$1,438,0860.0%116,1620.6%Financial ServicesNOWServiceNow$1,372,889$108,221 ▼-7.3%1,5350.6%Computer and TechnologyCIThe Cigna Group$1,358,0440.0%3,9200.6%MedicalENBEnbridge$1,317,1050.0%32,4330.5%Oils/EnergyBCEBCE$1,241,768$4,350 ▲0.4%35,6830.5%UtilitiesCRWDCrowdStrike$1,167,038$232,510 ▲24.9%4,1610.5%Computer and TechnologyLULULululemon Athletica$1,157,851$279,491 ▲31.8%4,2670.5%Consumer DiscretionarySHWSherwin-Williams$1,145,773$763 ▲0.1%3,0020.5%Basic MaterialsXLREReal Estate Select Sector SPDR Fund$1,135,203$14,518 ▼-1.3%25,4130.5%ETFPEPPepsiCo$1,118,931$510 ▲0.0%6,5800.5%Consumer StaplesDXCMDexCom$1,009,086$22,794 ▲2.3%15,0520.4%MedicalXOMExxon Mobil$991,798$117 ▲0.0%8,4610.4%Oils/EnergyPYPLPayPal$986,692$30,822 ▼-3.0%12,6450.4%Computer and TechnologyTFCTruist Financial$951,850$6,416 ▼-0.7%22,2550.4%FinanceIVViShares Core S&P 500 ETF$949,446$51,914 ▼-5.2%1,6460.4%ETFNVDANVIDIA$797,253$797,253 ▲New Holding6,5650.3%Computer and TechnologyBACBank of America$723,724$723,724 ▲New Holding18,2390.3%FinanceDISWalt Disney$647,744$289,147 ▲80.6%6,7340.3%Consumer DiscretionaryAMGNAmgen$488,150$30,610 ▲6.7%1,5150.2%MedicalHSYHershey$376,8480.0%1,9650.2%Consumer StaplesDPGDuff & Phelps Utility and Infrastructure Fund$375,6800.0%32,0000.2%Financial ServicesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$332,454$332,454 ▲New Holding6,0800.1%ETFVVisa$325,268$325,268 ▲New Holding1,1830.1%Business ServicesPGProcter & Gamble$298,251$693 ▲0.2%1,7220.1%Consumer StaplesIGViShares Expanded Tech-Software Sector ETF$298,0480.0%3,3350.1%ETFIWMiShares Russell 2000 ETF$269,928$3,755 ▲1.4%1,2220.1%FinanceSPHSuburban Propane Partners$241,3830.0%13,4550.1%Oils/EnergySSBSouthState$236,633$236,633 ▲New Holding2,4350.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$231,4020.0%2,2850.1%FinanceIPInternational Paper$225,931$225,931 ▲New Holding4,6250.1%Basic MaterialsMPLXMplx$217,8540.0%4,9000.1%Oils/EnergyMUMicron Technology$207,4200.0%2,0000.1%Computer and TechnologyETBEaton Vance Tax-Managed Buy-Write Income Fund$201,5290.0%13,9660.1%Financial ServicesVLYValley National Bancorp$144,7690.0%15,9790.1%FinanceGIPRGeneration Income Properties$109,5000.0%50,0000.0%FinanceGIPRWGeneration Income Properties$12,0000.0%50,0000.0%Real EstateCVSCVS Health$0$1,495,167 ▼-100.0%00.0%Retail/WholesaleWBAWalgreens Boots Alliance$0$1,059,190 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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