Wealth Advisors of Tampa Bay, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WA Wealth Advisors of Tampa Bay, LLC | Institutional Filer | ▲ 4.33% | $302.4M | 93 |
Current Portfolio Holdings
Showing all 93 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc. | Technology | 56K | $17.2M | 5.70% |
| 2 | GLW | Corning Incorporated | Technology | 93K | $12.6M | 4.16% |
| 3 | JPST | JPMORGAN | — | 233K | $11.8M | 3.90% |
| 4 | MSFT | Microsoft Corporation | Technology | 31K | $11.4M | 3.76% |
| 5 | AAPL | Apple Inc. | Technology | 39K | $10.0M | 3.31% |
| 6 | WMT | Walmart Inc. | Consumer Defensive | 80K | $9.9M | 3.27% |
| 7 | JPLD | JPMORGAN LTD | — | 185K | $9.7M | 3.19% |
| 8 | ADI | Analog Devices, Inc. | Technology | 29K | $9.2M | 3.04% |
| 9 | GOOGL | Alphabet Inc. | Technology | 30K | $8.5M | 2.83% |
| 10 | GS | The Goldman Sachs Group, Inc. | Financial Services | 10K | $8.5M | 2.81% |
| 11 | ETR | Entergy Corporation | Utilities | 66K | $7.4M | 2.46% |
| 12 | VZ | Verizon Communications Inc. | Communication Services | 147K | $7.4M | 2.45% |
| 13 | WM | Waste Management, Inc. | Industrials | 31K | $7.1M | 2.36% |
| 14 | BK | The Bank of New York Mellon Corporation | Financial Services | 56K | $6.6M | 2.20% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 32K | $6.6M | 2.18% |
Showing 1 to 15 of 93 holdings