Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ADVISORS OF TAMPA BAY LLC | 10-31-2023 | 09-30-2023 | 98 | 363,316,478 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $17,261,736 | 100,822 | 0.00 | 4.63 | -5,430 | -5.11 | 09-30-2023 |
| MICROSOFT CORP | COM | 2 | $13,689,678 | 43,356 | 0.00 | 3.13 | 5,358 | 14.10 | 09-30-2023 |
| BROADCOM INC | COM | 3 | $13,678,004 | 16,468 | 0.00 | 3.00 | -1,920 | -10.44 | 09-30-2023 |
| WALMART INC | COM | 4 | $11,684,824 | 73,062 | 0.00 | 1.72 | 24,526 | 50.53 | 09-30-2023 |
