Wealth Advisors of Tampa Bay Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$8.12M |
| 2 |
Walmart Inc
WMT
|
+$6.95M |
| 3 |
Microsoft
MSFT
|
+$6.24M |
| 4 |
US Bancorp
USB
|
+$5.37M |
| 5 |
Broadcom
AVGO
|
+$5.24M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tyson Foods
TSN
|
+$2.77M |
| 2 |
Alaska Air
ALK
|
+$531K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.06% |
| 2 | Healthcare | 13.17% |
| 3 | Communication Services | 11.89% |
| 4 | Financials | 9.14% |
| 5 | Consumer Discretionary | 8.57% |
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Wealth Advisors of Tampa Bay's Q4 2021 Portfolio in Review
As of Q4 2021, Wealth Advisors of Tampa Bay held 117 positions worth $408M, up 125% from $181M the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Wealth Advisors of Tampa Bay deployed $206M of net new capital in Q4 2021, opening 36 new positions and adding to 79 existing holdings. Its largest new stake was Walmart Inc: 145,608 shares worth $7.02M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 24% a quarter earlier, followed by Healthcare and Communication Services.
On the sell side, the most notable exit was Tyson Foods, an estimated $2.77M sold.
- Wealth Advisors of Tampa Bay's largest Q4 2021 buy was Walmart Inc: 145,608 shares worth $7.02M.
- Wealth Advisors of Tampa Bay added most to Apple in Q4 2021, an estimated $8.12M increase.
- Wealth Advisors of Tampa Bay fully exited Tyson Foods in Q4 2021, selling an estimated $2.77M.
- Wealth Advisors of Tampa Bay's ten largest holdings make up 27% of its $408M portfolio in Q4 2021.
- Wealth Advisors of Tampa Bay opened 36 new positions and closed 2 in Q4 2021.
- Wealth Advisors of Tampa Bay's portfolio value rose 125% quarter-over-quarter to $408M.
Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2021, filed 10 Feb 2022.