Wealth Advisors of Tampa Bay, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$240M
Signature - Title
Robert Fenn Giles, Jr. - Chief Compliance Officer
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by Wealth Advisors of Tampa Bay, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Advisors of Tampa Bay, LLC reported 88 stock holdings with total value $240M as of Q3 2024. Top holdings included AVGO, AAPL, MSFT, WMT, and WM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 88 $240M +$25.3M -$5.6M +$19.7M AVGO, AAPL, MSFT, WMT, WM 13F-HR 11/4/2024, 12:51 PM
Q2 2024 81 $214M +$10.3M -$8.95M +$1.32M AVGO, AAPL, MSFT, WM, WMT 13F-HR 8/12/2024, 05:07 PM
Q1 2024 81 $210M +$18.4M -$12.6M +$5.85M AVGO, MSFT, AAPL, WM, AMZN 13F-HR 5/3/2024, 08:02 PM
Q4 2023 80 $199M +$3.53M -$209M -$206M AAPL, AVGO, MSFT, WM, WMT 13F-HR 1/24/2024, 06:05 PM
Q3 2023 98 $363M +$194M -$1.63M +$192M AAPL, MSFT, AVGO, WMT, WM 13F-HR 10/31/2023, 11:15 AM
Q2 2023 77 $182M +$11.8M -$12.2M -$304K AAPL, MSFT, AVGO, WM, WMT 13F-HR 8/2/2023, 06:44 PM
Q1 2023 76 $175M +$8.15M -$1.56M +$6.59M AAPL, MSFT, AVGO, WM, ADI 13F-HR 4/17/2023, 09:29 PM
Q4 2022 73 $161M +$7.84M -$4.33M +$3.52M AAPL, WM, AVGO, MSFT, TTE 13F-HR 2/14/2023, 04:07 PM
Q3 2022 77 $146M +$4.33M -$152M -$148M AAPL, WM, MSFT, AVGO, WMT 13F-HR 10/11/2022, 07:47 PM
Q2 2022 95 $324M +$21M -$13.9M +$7.13M AAPL, WM, MSFT, AVGO, BMY 13F-HR 7/15/2022, 05:53 PM
Q1 2022 104 $369M +$18.5M -$39.8M -$21.3M AAPL, MSFT, AVGO, WM, TU 13F-HR 4/22/2022, 08:00 PM
Q4 2021 115 $408M +$217M -$3.3M +$214M AAPL, MSFT, AVGO, WM, PFE 13F-HR 2/10/2022, 03:55 PM
Q3 2021 81 $181M +$6.35M -$5.03M +$1.32M AAPL, WM, MSFT, USB, AVGO 13F-HR 10/12/2021, 09:54 PM
Q2 2021 81 $180M +$8.31M -$5.28M +$3.03M AAPL, MSFT, WM, USB, TU 13F-HR 7/26/2021, 06:55 PM
Q1 2021 81 $169M +$15.9M -$2.12M +$13.8M AAPL, WM, USB, MSFT, GLW 13F-HR 4/19/2021, 09:37 AM
Q4 2020 73 $143M +$6.57M -$10.5M -$3.94M AAPL, WM, MSFT, CMCSA, USB 13F-HR 1/22/2021, 05:24 PM
Q3 2020 73 $135M +$15.9M -$1M +$14.9M AAPL, WM, MSFT, GLW, BMY 13F-HR 10/23/2020, 05:16 PM
Q2 2020 67 $120M +$18.7M -$3.06M +$15.6M AAPL, MSFT, WM, INTC, BMY 13F-HR 8/11/2020, 08:17 AM
Q1 2020 64 $89.2M +$13.3M -$9.46M +$3.88M AAPL, MSFT, INTC, WM, BMY 13F-HR 4/17/2020, 05:20 PM
Q4 2019 61 $109M +$2.75M -$21.9M -$19.1M AAPL, USB, T, WM, INTC 13F-HR 1/23/2020, 05:08 PM
Q3 2019 68 $121M +$183K -$21.9M -$21.7M NWL, WM, T, USB, INTC 13F-HR 11/6/2019, 04:18 PM
Q2 2019 72 $138M +$11.3M -$14.7M -$3.31M PG, WM, VNQ, T, USB 13F-HR 7/23/2019, 12:16 PM
Q1 2019 69 $138M +$21.7M -$20.8M +$830K PG, WM, XOM, VNQ, T 13F-HR 5/8/2019, 07:28 PM
Q4 2018 67 $123M +$13.7M -$15.2M -$1.47M PG, WM, NWL, INTC, JNJ 13F-HR 2/7/2019, 05:44 PM
Q3 2018 69 $143M +$20.9M -$13.1M +$7.79M PG, WM, JNJ, MCHP, T 13F-HR 10/25/2018, 12:11 PM
Q2 2018 69 $131M +$10.4M -$19.9M -$9.49M PG, WM, MCHP, INTC, VNQ 13F-HR 7/18/2018, 08:53 PM
Q1 2018 70 $138M +$7.94M -$6.21M +$1.73M PG, WM, INTC, OXY, JNJ 13F-HR 5/11/2018, 12:39 PM
Q4 2017 69 $146M $0 $0 WM, GE, ABBV, OXY, JNJ 13F-HR 2/7/2018, 02:12 PM