Wealth Advisors of Tampa Bay, LLC

Q4 2024 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    86

  • Value ($000)

    $233,525

  • Date Filed
    02/12/2025
  • Form type
    13F-HR
  • CIK
    0001715228
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

BROADCOM INC

COM
11135F101
$16.93M
7 %

73,040

AAPL
AAPL

APPLE INC

COM
037833100
$11.28M
5 %

45,030

WMT
WMT

WALMART INC

COM
931142103
$9.49M
4 %

105,072

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$8.76M
4 %

20,784

AMZN
AMZN

AMAZON COM

COM
023135106
$7.69M
3 %

35,052

WM
WM

WASTE MANAGEMENT

COM
94106L109
$6.86M
3 %

33,985

GS
GS

GOLDMAN SACHS

COM
38141G104
$6.58M
3 %

11,498

GOOGL
GOOGL

ALPHABET INC

COM
02079K305
$6.20M
3 %

32,748

ADI
ADI

ANALOG DEVICES

COM
032654105
$6.14M
3 %

28,893

GLW
GLW

CORNING INC

COM
219350105
$5.75M
3 %

121,061

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