Investor Details
| Filer Name: | WEALTH ADVISORS OF TAMPA BAY, LLC |
|---|---|
| CIK: | 1715228 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 86 |
| Portfolio Value: | $0.23B |
Wealth Advisors Of Tampa Bay, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AVGO | US | BROADCOM INC | 73,040 | $17M | 7.25% | -1.5% | - |
| AAPL | US | APPLE INC | 45,030 | $11M | 4.83% | 0.4% | - |
| WMT | US | WALMART INC | 105,072 | $9M | 4.07% | -0.9% | - |
| MSFT | US | MICROSOFT CORP | 20,784 | $9M | 3.75% | -0.4% | - |
| AMZN | US | AMAZON.COM INC | 35,052 | $8M | 3.29% | 0.3% | - |
| WM | US | WASTE MANAGEMENT INC | 33,985 | $7M | 2.94% | -0.1% | - |
| GS | US | GOLDMAN SACHS GROUP INC | 11,498 | $7M | 2.82% | -0.1% | - |
| GOOGL | US | ALPHABET INC-CL A | 32,748 | $6M | 2.65% | -0.5% | - |
| ADI | US | ANALOG DEVICES INC | 28,893 | $6M | 2.63% | 3.5% | - |
| GLW | US | CORNING INC | 121,061 | $6M | 2.46% | -3.2% | - |
| GRMN | US | GARMIN LTD | 26,425 | $5M | 2.33% | -0.4% | - |
| ETR | US | ENTERGY CORP | 70,494 | $5M | 2.29% | 97.1% | - |
| BK | US | BANK OF NEW YORK MELLON CORP | 67,720 | $5M | 2.23% | -1.9% | - |
| MCD | US | MCDONALD'S CORP | 17,734 | $5M | 2.20% | -0.2% | - |
| HD | US | HOME DEPOT INC | 13,082 | $5M | 2.18% | 1.2% | - |
| CSCO | US | CISCO SYSTEMS INC | 85,107 | $5M | 2.16% | -0.4% | - |
| CRM | US | SALESFORCE INC | 15,001 | $5M | 2.15% | -16.9% | - |
| JPLD | US | JPMORGAN LTD DURATION ETF | 84,650 | $4M | 1.87% | 1.6% | - |
| T | US | AT&T INC | 189,527 | $4M | 1.85% | -0.4% | - |
| BBY | US | BEST BUY CO INC | 48,621 | $4M | 1.79% | 4.6% | - |