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  Name: Wealth Advisors of Tampa Bay LLC
  City: Tampa
  State: FL
  Zip: 33602
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $210,474,000
  Total Value Change : $11,439,000
  Securities Held Change : 1
   
All Securities Held : 81
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 33
  Unchanged Positions : 13
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 84 Closed $36.53 $0 0 0% -269,000 -7,911 0    Closed - End Fund - E...
   (SLYG)1 Year Chart         SLYG SPDR Dow Jones Wilshire Sma... 83 Closed $87.70 $0 0 0% -392,000 -4,683 0    Closed - End Fund - E...
   (USB)1 Year Chart         USB US Bancorp Delaware 82 Closed $41.43 $0 0 0% -3,678,000 -84,971 0    Domestic Regional Banks
   (JCI)1 Year Chart         JCI Johnson Controls Internatio... 81 Closed $69.02 $0 0 0% -3,189,000 -55,333 0    Conglomerates
   (BAC)1 Year Chart         BAC Bank of America Corp 85 Closed $39.29 $0 0 0% -228,000 -6,770 0    Domestic Money Center...

      5 Records Found
  1    
Page 1 of 1
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