Wealth Advisors Of Tampa Bay, LLC
CIK Number: 0001715228
246.01M
Market Value
81
# of Holdings
10 months
Avg. Holding Period
45.24%
Win Rate
4.45%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 73.04K | -1.49% | 16.93M | 69.67 | 7.25% |
| 2 | AAPL | Apple Inc. | 198.10 | +0.84% | 45.03K | +0.43% | 11.28M | 140.11 | 4.83% |
| 3 | WMT | Walmart Inc. | 94.23 | -0.22% | 105.07K | -0.89% | 9.49M | 49.73 | 4.07% |
| 4 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 20.78K | -0.43% | 8.76M | 270.63 | 3.75% |
| 5 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 35.05K | +0.31% | 7.69M | 119.07 | 3.29% |
| 6 | WM | Waste Managemen... | 234.37 | -0.9% | 33.98K | -0.07% | 6.86M | 140.56 | 2.94% |
| 7 | GS | The Goldman Sac... | 626.86 | +2.17% | 11.5K | -0.06% | 6.58M | 313.7 | 2.82% |
| 8 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 32.75K | -0.55% | 6.2M | 114.72 | 2.65% |
| 9 | ADI | Analog Devices,... | 231.43 | +2.84% | 28.89K | +3.55% | 6.14M | 163.35 | 2.63% |
| 10 | GLW | Corning Incorpo... | 50.72 | +2.25% | 121.06K | -3.24% | 5.75M | 31.21 | 2.46% |
| 11 | GRMN | Garmin Ltd. | 203.66 | +1.16% | 26.43K | -0.41% | 5.45M | 108.07 | 2.33% |
| 12 | ETR | Entergy Corpora... | 81.69 | -0.47% | 70.49K | +97.13% | 5.34M | 47.98 | 2.29% |
| 13 | BK | The Bank of New... | 90.38 | +2.00% | 67.72K | -1.88% | 5.2M | 44.75 | 2.23% |
| 14 | MCD | McDonald's Corp... | 295.94 | -1.98% | 17.73K | -0.19% | 5.14M | 253.71 | 2.20% |
| 15 | HD | The Home Depot,... | 353.06 | -0.45% | 13.08K | +1.20% | 5.09M | 310.35 | 2.18% |
| 16 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 85.11K | -0.42% | 5.04M | 52.39 | 2.16% |
| 17 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 15K | -16.91% | 5.02M | 196.67 | 2.15% |
| 18 | JPLD | J P Morgan Exch... | 51.88 | -0.03% | 84.65K | +1.56% | 4.36M | 49.96 | 1.87% |
| 19 | T | AT&T Inc. | 27.94 | -0.89% | 189.53K | -0.38% | 4.32M | 17.7 | 1.85% |
| 20 | BBY | Best Buy Co., I... | 71.19 | +2.28% | 48.62K | +4.64% | 4.17M | 80.4 | 1.79% |
| 21 | CMCSA | Comcast Corpora... | 35.06 | +0.16% | 109.26K | -0.92% | 4.1M | 43.21 | 1.76% |
| 22 | BMY | Bristol-Myers S... | 48.55 | -2.41% | 71.78K | +0.43% | 4.06M | 56.84 | 1.74% |
| 23 | LMT | Lockheed Martin... | 466.60 | -4.08% | 7.57K | +40.81% | 3.68M | 485.59 | 1.58% |
| 24 | EA | Electronic Arts... | 150.87 | +1.61% | 24.85K | -1.82% | 3.64M | 121.25 | 1.56% |
| 25 | RTX | RTX Corporation | 146.33 | +0.44% | 30.47K | +0.99% | 3.53M | 73.44 | 1.51% |
| 26 | TU | TELUS Corporati... | 16.13 | +0.03% | 258.42K | -1.38% | 3.5M | 18.13 | 1.50% |
| 27 | PNC | The PNC Financi... | 174.97 | +0.92% | 17.9K | +0.63% | 3.45M | 160.85 | 1.48% |
| 28 | MDT | Medtronic plc | 87.94 | +0.77% | 40.46K | -1.56% | 3.23M | 86.92 | 1.38% |
| 29 | SLYV | SPDR S&P 600 Sm... | 78.74 | +1.08% | 35.13K | +0.48% | 3.06M | 82.91 | 1.31% |
| 30 | IGSB | iShares 1-5 Yea... | 52.32 | +0.02% | 55.13K | 0.00% | 2.85M | 52.66 | 1.22% |
| 31 | CVX | Chevron Corpora... | 146.06 | +0.10% | 19.64K | +30.02% | 2.84M | 146.71 | 1.22% |
| 32 | HAS | Hasbro, Inc. | 69.72 | +2.82% | 45.94K | -6.67% | 2.57M | 70.89 | 1.10% |
| 33 | GD | General Dynamic... | 278.85 | -1.47% | 9.54K | +14.67% | 2.51M | 212.53 | 1.08% |
| 34 | ADBE | Adobe Inc. | 401.12 | +2.41% | 5.51K | +11.89% | 2.45M | 510.01 | 1.05% |
| 35 | VZ | Verizon Communi... | 42.42 | -1.37% | 59.65K | -35.26% | 2.39M | 41.53 | 1.02% |
| 36 | CBOE | Cboe Global Mar... | 224.33 | -0.66% | 12.01K | +9.81% | 2.35M | 182.61 | 1.01% |
| 37 | TTE | TotalEnergies S... | 62.66 | -1.3% | 42.59K | -43.05% | 2.32M | 54.98 | 0.99% |
| 38 | SRVR | Pacer Benchmark... | 31.91 | +0.65% | 76.55K | +50.72% | 2.29M | 31.41 | 0.98% |
| 39 | XLB | Materials Selec... | 88.05 | +0.77% | 25.44K | +1.40% | 2.14M | 77.51 | 0.92% |
| 40 | CAG | Conagra Brands,... | 21.56 | -0.05% | 74.76K | +10.88% | 2.07M | 29.08 | 0.89% |
| 41 | PFE | Pfizer Inc. | 24.39 | -0.63% | 73.57K | -50.16% | 1.95M | 34.94 | 0.84% |
| 42 | UBER | Uber Technologi... | 85.05 | +1.33% | 30.75K | +4.38% | 1.85M | 60.18 | 0.79% |
| 43 | COF | Capital One Fin... | 197.66 | +2.50% | 10.05K | -2.57% | 1.79M | 105.36 | 0.77% |
| 44 | NEE | NextEra Energy,... | 73.71 | -1.43% | 24.73K | +14.73% | 1.77M | 71.53 | 0.76% |
| 45 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 3.73K | 0.00% | 1.69M | 301.85 | 0.72% |
| 46 | LULU | Lululemon Athle... | 241.24 | +0.89% | 4.33K | +1.41% | 1.65M | 340.37 | 0.71% |
| 47 | ZTS | Zoetis Inc. | 164.20 | -0.08% | 9.74K | +100.00% | 1.59M | 162.93 | 0.68% |
| 48 | MMM | 3M Company | 144.91 | +1.82% | 11.13K | +0.30% | 1.44M | 82.14 | 0.62% |
| 49 | KHC | The Kraft Heinz... | 25.77 | -1.17% | 46.45K | -46.83% | 1.43M | 34.69 | 0.61% |
| 50 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 4.13K | -0.72% | 1.41M | 201.79 | 0.61% |
| 51 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 1.3K | -15.18% | 1.38M | 558.79 | 0.59% |
| 52 | ENB | Enbridge Inc. | 45.95 | -1.54% | 32.48K | +0.15% | 1.38M | 35.63 | 0.59% |
| 53 | DXCM | DexCom, Inc. | 83.28 | +1.57% | 17.29K | +14.87% | 1.34M | 99.73 | 0.58% |
| 54 | MXI | iShares Global ... | 85.11 | -0.74% | 14.95K | -38.44% | 1.16M | 83.93 | 0.50% |
| 55 | PYPL | PayPal Holdings... | 72.21 | +1.95% | 13.12K | +3.76% | 1.12M | 66.52 | 0.48% |
| 56 | SHW | The Sherwin-Wil... | 335.16 | -0.21% | 3K | 0.00% | 1.02M | 249.82 | 0.44% |
| 57 | XLRE | The Real Estate... | 41.88 | -0.01% | 24.78K | -2.48% | 1.01M | 39.85 | 0.43% |
| 58 | IVV | iShares Core S&... | 603.05 | +0.54% | 1.65K | 0.00% | 968.97K | 398.63 | 0.41% |
| 59 | TFC | Truist Financia... | 39.37 | +1.03% | 21.82K | -1.98% | 946.34K | 37.42 | 0.41% |
| 60 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 8.46K | 0.00% | 910.15K | 92.66 | 0.39% |
| 61 | MCHP | Microchip Techn... | 68.17 | +3.71% | 15.86K | -31.6% | 909.75K | 74.83 | 0.39% |
| 62 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 6.7K | +1.98% | 899.08K | 121.69 | 0.39% |
| 63 | BAC | Bank of America... | 44.36 | +0.61% | 17.99K | -1.34% | 790.84K | 39.68 | 0.34% |
| 64 | CI | Cigna Corporati... | 313.86 | -1.12% | 2.62K | -33.16% | 723.49K | 284.4 | 0.31% |
| 65 | DIS | The Walt Disney... | 119.45 | +1.28% | 5.21K | -22.69% | 579.69K | 101.36 | 0.25% |
| 66 | LH | Laboratory Corp... | 263.67 | +0.97% | 2.45K | -70.75% | 560.91K | 203.39 | 0.24% |
| 67 | AMGN | Amgen Inc. | 295.12 | -0.03% | 1.77K | +16.96% | 461.85K | 281.89 | 0.20% |
| 68 | V | Visa Inc. | 355.07 | +0.63% | 1.2K | +1.69% | 380.19K | 275.63 | 0.16% |
| 69 | IGV | iShares Expande... | 107.30 | +0.97% | 3.33K | 0.00% | 333.9K | 64.6 | 0.14% |
| 70 | HSY | The Hershey Com... | 170.37 | +0.74% | 1.97K | 0.00% | 332.77K | 176.78 | 0.14% |
| 71 | SPMD | SPDR Portfolio ... | 53.38 | +0.97% | 6.08K | 0.00% | 332.51K | 54.68 | 0.14% |
| 72 | PG | The Procter & G... | 160.70 | +0.26% | 1.72K | 0.00% | 288.69K | 136.62 | 0.12% |
| 73 | IWM | iShares Russell... | 210.52 | +0.78% | 1.16K | -4.83% | 256.98K | 199.46 | 0.11% |
| 74 | IP | International P... | 46.52 | +1.36% | 4.63K | 0.00% | 248.92K | 48.85 | 0.11% |
| 75 | EXPE | Expedia Group, ... | 164.72 | -0.55% | 1.3K | -90.73% | 243.16K | 120.06 | 0.10% |
| 76 | MPLX | MPLX LP | 51.56 | -0.62% | 4.9K | 0.00% | 234.51K | 41.32 | 0.10% |
| 77 | AGG | iShares Core U.... | 97.78 | -0.19% | 2.4K | +4.90% | 232.27K | 99.14 | 0.10% |
| 78 | SPH | Suburban Propan... | 18.78 | +3.36% | 13.46K | 0.00% | 231.43K | 15.58 | 0.10% |
| 79 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 1.42K | -78.42% | 215.92K | 169.47 | 0.09% |
| 80 | VLY | Valley National... | 8.62 | +1.00% | 15.98K | 0.00% | 144.77K | 10.52 | 0.06% |
| 81 | GIPR | Generation Inco... | 1.41 | +0.41% | 50K | 0.00% | 91K | 5.12 | 0.04% |