Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ADVISORS OF TAMPA BAY LLC | 08-12-2024 | 06-30-2024 | 81 | 214,412,998 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P 600 SMCP VAL | 51 | $2,274,046 | 29,039 | 0.00 | 29,039 | +Inf | 06-30-2024 | |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 52 | $2,245,287 | 25,425 | 0.00 | 0.00 | -23,659 | -48.20 | 06-30-2024 |
| UBER TECHNOLOGIES INC | COM | 53 | $2,159,686 | 29,715 | 0.00 | 0.00 | 6,145 | 26.07 | 06-30-2024 |
| LOCKHEED MARTIN CORP | COM | 54 | $2,107,101 | 4,511 | 0.00 | 4,511 | +Inf | 06-30-2024 |
