WEALTH ADVISORS OF TAMPA BAY, LLC Holdings

WEALTH ADVISORS OF TAMPA BAY, LLC is an investment fund managing more than 145.85M US dollars. The largest holdings include Apple, Waste Management and Microsoft. In Q3 2022 the fund bought assets of total value of 1.43M US dollars and sold assets of total value of 178.32M US dollars.

$145.85M

portfolio value

-35.23%

quarter

-194.91%

1 year

-282.31%

3 years

WEALTH ADVISORS OF TAMPA BAY, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2018	-463000	6599000
Q2 2018	10500000	17985000
Q3 2018	21450000	10502000
Q4 2018	4454000	20317000
Q1 2019	23819000	9686000
Q2 2019	11018000	11389000
Q3 2019	443000	18076000
Q4 2019	5587000	15848000
Q1 2020	1024000	15333000
Q2 2020	26079000	3567000
Q3 2020	9206000	5320000
Q4 2020	9631000	2831000
Q1 2021	20570000	4373000
Q2 2021	11157000	896000
Q3 2021	4585000	3199000
Q4 2021	228537000	3300000
Q1 2022	1757000	39866000
Q2 2022	-23636000	17276000
Q3 2022	1431000	178324000

WEALTH ADVISORS OF TAMPA BAY, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Consumer Electronics Apple Inc. Portfolio share: 5.01% Portfolio value: 7.30M Avg. open price: $136.14 Current price: $147.21 P/L: +8.13% Sold -50.15% shares Q3 2022	share	5.01%	7.30M	$136.14	$147.21	+8.13%	Sold -50.15% shares Q3 2022
Waste Management Waste Management, Inc. Portfolio share: 3.98% Portfolio value: 5.80M Avg. open price: $141.87 Current price: $168 P/L: +18.41% Sold -50.74% shares Q3 2022	share	3.98%	5.80M	$141.87	$168	+18.41%	Sold -50.74% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 3.25% Portfolio value: 4.73M Avg. open price: $285.78 Current price: $250.69 P/L: -12.28% Sold -49.79% shares Q3 2022	share	3.25%	4.73M	$285.78	$250.69	-12.28%	Sold -49.79% shares Q3 2022
Semiconductors Broadcom Inc. Portfolio share: 3.10% Portfolio value: 4.52M Avg. open price: $477.63 Current price: $532.98 P/L: +11.59% Sold -47.50% shares Q3 2022	share	3.10%	4.52M	$477.63	$532.98	+11.59%	Sold -47.50% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 3.10% Portfolio value: 4.51M Avg. open price: $148.92 Current price: $151.51 P/L: +1.74% Sold -48.36% shares Q3 2022	share	3.10%	4.51M	$148.92	$151.51	+1.74%	Sold -48.36% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 3.03% Portfolio value: 4.41M Avg. open price: $56.48 Current price: $80.98 P/L: +43.37% Sold -49.20% shares Q3 2022	share	3.03%	4.41M	$56.48	$80.98	+43.37%	Sold -49.20% shares Q3 2022
Telecom Services TELUS Corporation Portfolio share: 2.78% Portfolio value: 4.06M Avg. open price: $20.79 Current price: $21.28 P/L: +2.33% Sold -48.24% shares Q3 2022	share	2.78%	4.06M	$20.79	$21.28	+2.33%	Sold -48.24% shares Q3 2022
Semiconductors Analog Devices, Inc. Portfolio share: 2.66% Portfolio value: 3.87M Avg. open price: $146.96 Current price: $167.77 P/L: +14.16% Sold -50.07% shares Q3 2022	share	2.66%	3.87M	$146.96	$167.77	+14.16%	Sold -50.07% shares Q3 2022
Oil & Gas Integrated TotalEnergies SE Portfolio share: 2.64% Portfolio value: 3.84M Avg. open price: $41.76 Current price: $60.29 P/L: +44.36% Sold -48.25% shares Q3 2022	share	2.64%	3.84M	$41.76	$60.29	+44.36%	Sold -48.25% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 2.61% Portfolio value: 3.81M Avg. open price: $41.52 Current price: $50.55 P/L: +21.74% Sold -49.41% shares Q3 2022	share	2.61%	3.81M	$41.52	$50.55	+21.74%	Sold -49.41% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 2.51% Portfolio value: 3.66M Avg. open price: $243.94 Current price: $272.11 P/L: +11.55% Sold -45.91% shares Q3 2022	share	2.51%	3.66M	$243.94	$272.11	+11.55%	Sold -45.91% shares Q3 2022
Banks—Regional U.S. Bancorp Portfolio share: 2.49% Portfolio value: 3.63M Avg. open price: $55.31 Current price: $44.24 P/L: -20.02% Sold -48.87% shares Q3 2022	share	2.49%	3.63M	$55.31	$44.24	-20.02%	Sold -48.87% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 2.28% Portfolio value: 3.32M Avg. open price: $280.99 Current price: $322.01 P/L: +14.60% Sold -49.33% shares Q3 2022	share	2.28%	3.32M	$280.99	$322.01	+14.60%	Sold -49.33% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 2.20% Portfolio value: 3.21M Avg. open price: $2,531.38 Current price: $100.24 P/L: -96.04% Sold -49.12% shares Q3 2022	share	2.20%	3.21M	$2,531.38	$100.24	-96.04%	Sold -49.12% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 2.20% Portfolio value: 3.20M Avg. open price: $53.57 Current price: $49.52 P/L: -7.56% Sold -49.03% shares Q3 2022	share	2.20%	3.20M	$53.57	$49.52	-7.56%	Sold -49.03% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 2.17% Portfolio value: 3.17M Avg. open price: $3,259.83 Current price: $91.58 P/L: -97.19% Sold -44.84% shares Q3 2022	share	2.17%	3.17M	$3,259.83	$91.58	-97.19%	Sold -44.84% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 2.17% Portfolio value: 3.16M Avg. open price: $53.13 Current price: $37.16 P/L: -30.07% Sold -45.69% shares Q3 2022	share	2.17%	3.16M	$53.13	$37.16	-30.07%	Sold -45.69% shares Q3 2022
Capital Markets The Goldman Sachs Group, Inc. Portfolio share: 2.14% Portfolio value: 3.11M Avg. open price: $374.89 Current price: $371.12 P/L: -1.01% Sold -49.88% shares Q3 2022	share	2.14%	3.11M	$374.89	$371.12	-1.01%	Sold -49.88% shares Q3 2022
Electronic Components Corning Incorporated Portfolio share: 2.12% Portfolio value: 3.09M Avg. open price: $31.74 Current price: $33.58 P/L: +5.78% Sold -49.88% shares Q3 2022	share	2.12%	3.09M	$31.74	$33.58	+5.78%	Sold -49.88% shares Q3 2022
Utilities—Regulated Electric The Southern Company Portfolio share: 2.02% Portfolio value: 2.95M Avg. open price: $60.59 Current price: $67.34 P/L: +11.15% Sold -51.84% shares Q3 2022	share	2.02%	2.95M	$60.59	$67.34	+11.15%	Sold -51.84% shares Q3 2022
The Real Estate Select Sector SPDR Fund Portfolio share: 1.88% Portfolio value: 2.74M Avg. open price: $44.01 Current price: $38.51 P/L: -12.52% Sold -49.82% shares Q3 2022	share	1.88%	2.74M	$44.01	$38.51	-12.52%	Sold -49.82% shares Q3 2022
Telecom Services Comcast Corporation Portfolio share: 1.85% Portfolio value: 2.69M Avg. open price: $51.77 Current price: $35.56 P/L: -31.32% Sold -44.03% shares Q3 2022	share	1.85%	2.69M	$51.77	$35.56	-31.32%	Sold -44.03% shares Q3 2022
Building Products & Equipment Johnson Controls International plc Portfolio share: 1.81% Portfolio value: 2.64M Avg. open price: $63.97 Current price: $66.85 P/L: +4.50% Sold -49.74% shares Q3 2022	share	1.81%	2.64M	$63.97	$66.85	+4.50%	Sold -49.74% shares Q3 2022
Electronic Gaming & Multimedia Electronic Arts Inc. Portfolio share: 1.79% Portfolio value: 2.61M Avg. open price: $140.78 Current price: $132.35 P/L: -5.99% Sold -49.69% shares Q3 2022	share	1.79%	2.61M	$140.78	$132.35	-5.99%	Sold -49.69% shares Q3 2022
Software—Application Salesforce, Inc. Portfolio share: 1.79% Portfolio value: 2.60M Avg. open price: $237.56 Current price: $138.25 P/L: -41.81% Sold -49.17% shares Q3 2022	share	1.79%	2.60M	$237.56	$138.25	-41.81%	Sold -49.17% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 1.78% Portfolio value: 2.59M Avg. open price: $81.94 Current price: $100.95 P/L: +23.20% Sold -49.25% shares Q3 2022	share	1.78%	2.59M	$81.94	$100.95	+23.20%	Sold -49.25% shares Q3 2022
Asset Management The Bank of New York Mellon Corporation Portfolio share: 1.71% Portfolio value: 2.49M Avg. open price: $48.25 Current price: $44.34 P/L: -8.11% Sold -49.21% shares Q3 2022	share	1.71%	2.49M	$48.25	$44.34	-8.11%	Sold -49.21% shares Q3 2022
Medical Devices Medtronic plc Portfolio share: 1.69% Portfolio value: 2.45M Avg. open price: $119.35 Current price: $79.11 P/L: -33.72% Sold -45.41% shares Q3 2022	share	1.69%	2.45M	$119.35	$79.11	-33.72%	Sold -45.41% shares Q3 2022
Healthcare Plans CVS Health Corporation Portfolio share: 1.52% Portfolio value: 2.22M Avg. open price: $72.05 Current price: $102.02 P/L: +41.59% Sold -50.17% shares Q3 2022	share	1.52%	2.22M	$72.05	$102.02	+41.59%	Sold -50.17% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 1.51% Portfolio value: 2.20M Avg. open price: $52.2 Current price: $29.25 P/L: -43.98% Sold -48.73% shares Q3 2022	share	1.51%	2.20M	$52.2	$29.25	-43.98%	Sold -48.73% shares Q3 2022
Specialty Retail Best Buy Co., Inc. Portfolio share: 1.50% Portfolio value: 2.19M Avg. open price: $101.61 Current price: $85.43 P/L: -15.93% Sold -39.65% shares Q3 2022	share	1.50%	2.19M	$101.61	$85.43	-15.93%	Sold -39.65% shares Q3 2022
Leisure Hasbro, Inc. Portfolio share: 1.46% Portfolio value: 2.13M Avg. open price: $90.6 Current price: $63.13 P/L: -30.32% Sold -49.18% shares Q3 2022	share	1.46%	2.13M	$90.6	$63.13	-30.32%	Sold -49.18% shares Q3 2022
Semiconductors Microchip Technology Incorporated Portfolio share: 1.41% Portfolio value: 2.05M Avg. open price: $64.3 Current price: $76.69 P/L: +19.28% Sold -51.44% shares Q3 2022	share	1.41%	2.05M	$64.3	$76.69	+19.28%	Sold -51.44% shares Q3 2022
Aerospace & Defense General Dynamics Corporation Portfolio share: 1.32% Portfolio value: 1.92M Avg. open price: $174.04 Current price: $251.76 P/L: +44.66% Sold -50.25% shares Q3 2022	share	1.32%	1.92M	$174.04	$251.76	+44.66%	Sold -50.25% shares Q3 2022
Packaged Foods Conagra Brands, Inc. Portfolio share: 1.29% Portfolio value: 1.87M Avg. open price: $33.41 Current price: $38.2 P/L: +14.31% Sold -50.32% shares Q3 2022	share	1.29%	1.87M	$33.41	$38.2	+14.31%	Sold -50.32% shares Q3 2022
Banks—Regional Truist Financial Corporation Portfolio share: 1.21% Portfolio value: 1.75M Avg. open price: $53.62 Current price: $43.06 P/L: -19.70% Sold -48.32% shares Q3 2022	share	1.21%	1.75M	$53.62	$43.06	-19.70%	Sold -48.32% shares Q3 2022
Diagnostics & Research Laboratory Corporation of America Holdings Portfolio share: 1.15% Portfolio value: 1.68M Avg. open price: $261.18 Current price: $238.51 P/L: -8.68% Sold -50.74% shares Q3 2022	share	1.15%	1.68M	$261.18	$238.51	-8.68%	Sold -50.74% shares Q3 2022
Materials Select Sector SPDR Fund Portfolio share: 1.15% Portfolio value: 1.67M Avg. open price: $75.29 Current price: $82.41 P/L: +9.44% Sold -50.00% shares Q3 2022	share	1.15%	1.67M	$75.29	$82.41	+9.44%	Sold -50.00% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 1.09% Portfolio value: 1.58M Avg. open price: $26.17 Current price: $18.77 P/L: -28.29% Sold -42.92% shares Q3 2022	share	1.09%	1.58M	$26.17	$18.77	-28.29%	Sold -42.92% shares Q3 2022
Oil & Gas Integrated National Fuel Gas Company Portfolio share: 1.01% Portfolio value: 1.47M Avg. open price: $51.72 Current price: $63.36 P/L: +22.52% Sold -50.32% shares Q3 2022	share	1.01%	1.47M	$51.72	$63.36	+22.52%	Sold -50.32% shares Q3 2022
iShares Global Materials ETF Portfolio share: 1.01% Portfolio value: 1.46M Avg. open price: $87.11 Current price: $83.1 P/L: -4.60% Sold -49.49% shares Q3 2022	share	1.01%	1.46M	$87.11	$83.1	-4.60%	Sold -49.49% shares Q3 2022
Packaged Foods The Kraft Heinz Company Portfolio share: 0.98% Portfolio value: 1.43M Avg. open price: N/A Current price: $39.57 P/L: N/A N/A Q3 2022	share	0.98%	1.43M	N/A	$39.57	N/A	N/A Q3 2022
Medical Devices Boston Scientific Corporation Portfolio share: 0.96% Portfolio value: 1.40M Avg. open price: $42.15 Current price: $45.88 P/L: +8.86% Sold -51.01% shares Q3 2022	share	0.96%	1.40M	$42.15	$45.88	+8.86%	Sold -51.01% shares Q3 2022
Travel Services Expedia Group, Inc. Portfolio share: 0.86% Portfolio value: 1.26M Avg. open price: $163.99 Current price: $102.14 P/L: -37.72% Sold -36.26% shares Q3 2022	share	0.86%	1.26M	$163.99	$102.14	-37.72%	Sold -36.26% shares Q3 2022
Beverages—Wineries & Distilleries Constellation Brands, Inc. Portfolio share: 0.84% Portfolio value: 1.22M Avg. open price: $211.69 Current price: $256.16 P/L: +21.01% Sold -50.69% shares Q3 2022	share	0.84%	1.22M	$211.69	$256.16	+21.01%	Sold -50.69% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.75% Portfolio value: 1.09M Avg. open price: $157.92 Current price: $97.27 P/L: -38.41% Sold -50.93% shares Q3 2022	share	0.75%	1.09M	$157.92	$97.27	-38.41%	Sold -50.93% shares Q3 2022
Credit Services Capital One Financial Corporation Portfolio share: 0.75% Portfolio value: 1.09M Avg. open price: $131.29 Current price: $94.93 P/L: -27.70% Sold -45.82% shares Q3 2022	share	0.75%	1.09M	$131.29	$94.93	-27.70%	Sold -45.82% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.74% Portfolio value: 1.08M Avg. open price: N/A Current price: N/A P/L: N/A Sold -50.00% shares Q3 2022	share	0.74%	1.08M	N/A	N/A	N/A	Sold -50.00% shares Q3 2022
Software—Infrastructure Adobe Inc. Portfolio share: 0.71% Portfolio value: 1.03M Avg. open price: $535.52 Current price: $334.49 P/L: -37.54% Sold -51.29% shares Q3 2022	share	0.71%	1.03M	$535.52	$334.49	-37.54%	Sold -51.29% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 0.65% Portfolio value: 955K Avg. open price: $415.79 Current price: $403.2 P/L: -3.03% Sold -50.00% shares Q3 2022	share	0.65%	955K	$415.79	$403.2	-3.03%	Sold -50.00% shares Q3 2022
Telecom Services BCE Inc. Portfolio share: 0.63% Portfolio value: 920K Avg. open price: $49.98 Current price: $47.08 P/L: -5.82% Sold -51.39% shares Q3 2022	share	0.63%	920K	$49.98	$47.08	-5.82%	Sold -51.39% shares Q3 2022
Oil & Gas Midstream Enbridge Inc. Portfolio share: 0.60% Portfolio value: 869K Avg. open price: $39.05 Current price: $39.98 P/L: +2.36% Sold -50.00% shares Q3 2022	share	0.60%	869K	$39.05	$39.98	+2.36%	Sold -50.00% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.53% Portfolio value: 777K Avg. open price: $64.04 Current price: $107.66 P/L: +68.10% Sold -50.83% shares Q3 2022	share	0.53%	777K	$64.04	$107.66	+68.10%	Sold -50.83% shares Q3 2022
Apparel Retail Lululemon Athletica Inc. Portfolio share: 0.50% Portfolio value: 723K Avg. open price: $377.58 Current price: $381.24 P/L: +0.97% Sold -51.86% shares Q3 2022	share	0.50%	723K	$377.58	$381.24	+0.97%	Sold -51.86% shares Q3 2022
Software—Application ServiceNow, Inc. Portfolio share: 0.48% Portfolio value: 704K Avg. open price: $594.82 Current price: $393.34 P/L: -33.87% Sold -50.00% shares Q3 2022	share	0.48%	704K	$594.82	$393.34	-33.87%	Sold -50.00% shares Q3 2022
Entertainment Warner Bros. Discovery, Inc. Portfolio share: 0.46% Portfolio value: 673K Avg. open price: N/A Current price: $11.42 P/L: N/A Sold -52.05% shares Q3 2022	share	0.46%	673K	N/A	$11.42	N/A	Sold -52.05% shares Q3 2022
Specialty Chemicals The Sherwin-Williams Company Portfolio share: 0.42% Portfolio value: 614K Avg. open price: $279.27 Current price: $255.27 P/L: -8.59% Sold -50.00% shares Q3 2022	share	0.42%	614K	$279.27	$255.27	-8.59%	Sold -50.00% shares Q3 2022
Farm Products Archer-Daniels-Midland Company Portfolio share: 0.42% Portfolio value: 612K Avg. open price: $59.69 Current price: $90.74 P/L: +52.01% Sold -51.58% shares Q3 2022	share	0.42%	612K	$59.69	$90.74	+52.01%	Sold -51.58% shares Q3 2022
Confectioners The Hershey Company Portfolio share: 0.36% Portfolio value: 529K Avg. open price: $168.41 Current price: $233.19 P/L: +38.47% Sold -50.00% shares Q3 2022	share	0.36%	529K	$168.41	$233.19	+38.47%	Sold -50.00% shares Q3 2022
iShares Core High Dividend ETF Portfolio share: 0.27% Portfolio value: 390K Avg. open price: $92.11 Current price: $106.55 P/L: +15.68% Sold -50.00% shares Q3 2022	share	0.27%	390K	$92.11	$106.55	+15.68%	Sold -50.00% shares Q3 2022
Semiconductors Qorvo, Inc. Portfolio share: 0.24% Portfolio value: 356K Avg. open price: $146.18 Current price: $97.67 P/L: -33.19% Sold -21.43% shares Q3 2022	share	0.24%	356K	$146.18	$97.67	-33.19%	Sold -21.43% shares Q3 2022
Drug Manufacturers—General Amgen Inc. Portfolio share: 0.21% Portfolio value: 305K Avg. open price: $214.58 Current price: $285.52 P/L: +33.06% Sold -95.57% shares Q3 2022	share	0.21%	305K	$214.58	$285.52	+33.06%	Sold -95.57% shares Q3 2022
REIT—Diversified Generation Income Properties, Inc. Portfolio share: 0.21% Portfolio value: 301K Avg. open price: N/A Current price: $5.15 P/L: N/A Sold -50.00% shares Q3 2022	share	0.21%	301K	N/A	$5.15	N/A	Sold -50.00% shares Q3 2022
Banks—Diversified Bank of America Corporation Portfolio share: 0.20% Portfolio value: 286K Avg. open price: $40.92 Current price: $34.82 P/L: -14.93% Sold -50.00% shares Q3 2022	share	0.20%	286K	$40.92	$34.82	-14.93%	Sold -50.00% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 0.19% Portfolio value: 282K Avg. open price: $77.9 Current price: $85.85 P/L: +10.20% Sold -50.00% shares Q3 2022	share	0.19%	282K	$77.9	$85.85	+10.20%	Sold -50.00% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.19% Portfolio value: 272K Avg. open price: $111.81 Current price: $149.47 P/L: +33.68% Sold -51.68% shares Q3 2022	share	0.19%	272K	$111.81	$149.47	+33.68%	Sold -51.68% shares Q3 2022
iShares Russell 2000 ETF Portfolio share: 0.18% Portfolio value: 259K Avg. open price: $220.31 Current price: $183.65 P/L: -16.64% Sold -47.59% shares Q3 2022	share	0.18%	259K	$220.31	$183.65	-16.64%	Sold -47.59% shares Q3 2022
Asset Management Nuveen AMT-Free Municipal Credit Income Fund Portfolio share: 0.17% Portfolio value: 254K Avg. open price: $15.57 Current price: $12.52 P/L: -19.60% Sold -47.59% shares Q3 2022	share	0.17%	254K	$15.57	$12.52	-19.60%	Sold -47.59% shares Q3 2022
Banks—Regional SouthState Corporation Portfolio share: 0.16% Portfolio value: 232K Avg. open price: $74.23 Current price: $82.55 P/L: +11.20% Sold -50.00% shares Q3 2022	share	0.16%	232K	$74.23	$82.55	+11.20%	Sold -50.00% shares Q3 2022
iShares S&P 500 Value ETF Portfolio share: 0.15% Portfolio value: 223K Avg. open price: $144.66 Current price: $149.69 P/L: +3.48% Sold -50.00% shares Q3 2022	share	0.15%	223K	$144.66	$149.69	+3.48%	Sold -50.00% shares Q3 2022
Asset Management Nuveen AMT-Free Quality Municipal Income Fund Portfolio share: 0.15% Portfolio value: 215K Avg. open price: $14.24 Current price: $11.36 P/L: -20.22% Sold -46.01% shares Q3 2022	share	0.15%	215K	$14.24	$11.36	-20.22%	Sold -46.01% shares Q3 2022
iShares TIPS Bond ETF Portfolio share: 0.14% Portfolio value: 209K Avg. open price: $126.16 Current price: $109.12 P/L: -13.51% Sold -68.68% shares Q3 2022	share	0.14%	209K	$126.16	$109.12	-13.51%	Sold -68.68% shares Q3 2022
Communication Equipment Hewlett Packard Enterprise Company Portfolio share: 0.13% Portfolio value: 193K Avg. open price: $16.71 Current price: $16.27 P/L: -2.63% Sold -50.00% shares Q3 2022	share	0.13%	193K	$16.71	$16.27	-2.63%	Sold -50.00% shares Q3 2022
Asset Management Nuveen Quality Municipal Income Fund Portfolio share: 0.12% Portfolio value: 178K Avg. open price: $14.51 Current price: $11.63 P/L: -19.90% Sold -46.70% shares Q3 2022	share	0.12%	178K	$14.51	$11.63	-19.90%	Sold -46.70% shares Q3 2022
Banks—Regional Valley National Bancorp Portfolio share: 0.12% Portfolio value: 173K Avg. open price: $13.31 Current price: $11.72 P/L: -11.95% Sold -50.00% shares Q3 2022	share	0.12%	173K	$13.31	$11.72	-11.95%	Sold -50.00% shares Q3 2022
Asset Management Eaton Vance Tax-Managed Buy-Write Income Fund Portfolio share: 0.10% Portfolio value: 152K Avg. open price: $15.8 Current price: $14.05 P/L: -11.10% Sold -50.00% shares Q3 2022	share	0.10%	152K	$15.8	$14.05	-11.10%	Sold -50.00% shares Q3 2022
REIT—Diversified Generation Income Properties, Inc. Portfolio share: 0.02% Portfolio value: 26K Avg. open price: N/A Current price: $0.51 P/L: N/A Sold -50.00% shares Q3 2022	share	0.02%	26K	N/A	$0.51	N/A	Sold -50.00% shares Q3 2022
Medical Distribution AmerisourceBergen Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $171.66 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$171.66	N/A	Sold -100.00% shares Q3 2022
Aerospace & Defense Lockheed Martin Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $491.32 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$491.32	N/A	Sold -100.00% shares Q3 2022
iShares MSCI KLD 400 Social ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $75.87 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$75.87	N/A	Sold -100.00% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $78.37 Current price: $99.53 P/L: +27.00% Sold -100.00% shares Q3 2022	share	0.00%	0	$78.37	$99.53	+27.00%	Sold -100.00% shares Q3 2022
Semiconductors Micron Technology, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $54.19 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$54.19	N/A	Sold -100.00% shares Q3 2022
Specialty Industrial Machinery Nordson Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $238.42 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$238.42	N/A	Sold -100.00% shares Q3 2022
Utilities—Regulated Electric PPL Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $26.96 Current price: $29.06 P/L: +7.78% Sold -100.00% shares Q3 2022	share	0.00%	0	$26.96	$29.06	+7.78%	Sold -100.00% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $183.79 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$183.79	N/A	Sold -100.00% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $362.54 Current price: $288.96 P/L: -20.30% Sold -100.00% shares Q3 2022	share	0.00%	0	$362.54	$288.96	-20.30%	Sold -100.00% shares Q3 2022
Health Care Select Sector SPDR Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $138.7 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$138.7	N/A	Sold -100.00% shares Q3 2022
Technology Select Sector SPDR Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $158.93 Current price: $133.67 P/L: -15.89% Sold -100.00% shares Q3 2022	share	0.00%	0	$158.93	$133.67	-15.89%	Sold -100.00% shares Q3 2022
Semiconductors Texas Instruments Incorporated Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $177.73 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$177.73	N/A	Sold -100.00% shares Q3 2022
Integrated Freight & Logistics United Parcel Service, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $183.1 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$183.1	N/A	Sold -100.00% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $536.83 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$536.83	N/A	Sold -100.00% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $227.67 Current price: $201.01 P/L: -11.71% Sold -100.00% shares Q3 2022	share	0.00%	0	$227.67	$201.01	-11.71%	Sold -100.00% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $122.72 Current price: $178.5 P/L: +45.45% Sold -100.00% shares Q3 2022	share	0.00%	0	$122.72	$178.5	+45.45%	Sold -100.00% shares Q3 2022
Credit Services American Express Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $157.28 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$157.28	N/A	Sold -100.00% shares Q3 2022
Insurance Brokers Aon plc Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $309.44 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$309.44	N/A	Sold -100.00% shares Q3 2022
Fidelity MSCI Information Technology Index ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $101.35 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$101.35	N/A	Sold -100.00% shares Q3 2022

Showing TOP 96 WEALTH ADVISORS OF TAMPA BAY's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of WEALTH ADVISORS OF TAMPA BAY, LLC?

The biggest position of the WEALTH ADVISORS OF TAMPA BAY, LLC is Apple Inc. (AAPL) with 5.01% portfolio share worth of 7.3M US dollars.

Top 5 WEALTH ADVISORS OF TAMPA BAY's holdings represent 18.43% of the portfolio:

Apple Inc. (AAPL) – 5.01%
Waste Management, Inc. (WM) – 3.98%
Microsoft Corporation (MSFT) – 3.25%
Broadcom Inc. (AVGO) – 3.1%
Walmart Inc. (WMT) – 3.1%

Who is the portfolio manager of WEALTH ADVISORS OF TAMPA BAY, LLC?

The portfolio manager of the WEALTH ADVISORS OF TAMPA BAY, LLC is .

What is the total asset value of the WEALTH ADVISORS OF TAMPA BAY, LLC portfolio?

WEALTH ADVISORS OF TAMPA BAY, LLC total asset value (portfolio value) is 145.85M US dollars.

Who is ?

is the portfolio manager of the WEALTH ADVISORS OF TAMPA BAY, LLC.

What is (WEALTH ADVISORS OF TAMPA BAY, LLC) fund performance?

WEALTH ADVISORS OF TAMPA BAY's quarterly performance is -35.23%, annualy -194.91%. In the past 3 years, the value of 's portfolio has decreased by -282%.

What is the WEALTH ADVISORS OF TAMPA BAY, LLC CIK?

WEALTH ADVISORS OF TAMPA BAY's Central Index Key is 0001715228 .