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CIK: 0001715228
Total reported value
$326.9M
$326.9M
81 檔
12.5%
The Q1 2024 SEC filing reveals that Wealth Advisors of Tampa Bay, LLC held a total portfolio value of $326.9M, covering 81 public equity positions.
During Q1 2024, Wealth Advisors of Tampa Bay, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 4.67% | +0.85% | -6.85% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.10% | -0.03% | -2.72% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.00% | +0.12% | -3.54% | |
| 4 | WM | Waste Management Inc | Stock-Industrials | 3.50% | -0.20% | -3.08% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.09% | +0.08% | -3.50% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.09% | -0.51% | +196.40% | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 2.60% | -0.21% | -4.85% | |
| 8 | ADI | Analog Devices Inc | Stock-Tech | 2.52% | +0.46% | -0.17% | |
| 9 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 2.39% | — | +3.15% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.39% | +0.40% | -1.96% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.30% | +0.59% | +0.52% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.29% | +0.08% | -2.02% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.27% | +0.18% | -2.23% | |
| 14 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.09% | +0.06% | +4.41% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.09% | -0.35% | +0.26% | |
| 16 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 2.00% | -0.12% | -16.25% | |
| 17 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.94% | +0.20% | -0.40% | |
| 18 | GLW | Corning Inc | Stock-Tech | 1.93% | +2.75% | +2.47% | |
| 19 | TU | Telus CORP | Stock-Other | 1.91% | -0.31% | +14.77% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.85% | -0.23% | +50.01% | |
| 21 | GRMN | Garmin Ltd. | Stock-Tech | 1.80% | +0.21% | +1.41% | |
| 22 | ETR | Entergy CORP | Stock-Utilities | 1.76% | -0.15% | +6.97% | |
| 23 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.74% | +0.15% | +8.81% | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.74% | -0.12% | +8.55% | |
| 25 | EA | Electronic Arts Inc | Stock-Comm Services | 1.71% | — | -2.45% | |
| 26 | MMM | 3m Co | Stock-Industrials | 1.70% | +0.09% | +12.87% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.70% | -0.55% | +0.58% | |
| 28 | MDT | Medtronic plc | Stock-Healthcare | 1.55% | -0.21% | +14.22% | |
| 29 | T | At&t Inc | Stock-Comm Services | 1.51% | +0.03% | +10.35% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 1.45% | -0.38% | -1.57% | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.45% | — | +0.37% | |
| 32 | MCHP | Microchip Technology Inc | Stock-Tech | 1.36% | — | -2.95% | |
| 33 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.32% | -0.31% | +5.32% | |
| 34 | PNC | Pnc Financial Services Group | Stock-Financials | 1.29% | +0.15% | — | |
| 35 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.28% | — | +7.22% | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 1.14% | -0.03% | -2.18% | |
| 37 | XLB | Ss Materials Select Sector | ETF-Other | 1.11% | -0.07% | -1.06% | |
| 38 | CVS | Cvs Health CORP | Stock-Healthcare | 0.99% | — | -3.30% | |
| 39 | MXI | Ishares Global Materials ETF | ETF-Other | 0.98% | — | -0.11% | |
| 40 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.98% | — | +0.78% | |
| 41 | DXCM | Dexcom Inc | Stock-Healthcare | 0.97% | — | +2.77% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.93% | — | +13.24% | |
| 43 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.92% | — | -1.75% | |
| 44 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.92% | -0.31% | — | |
| 45 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.90% | — | -5.23% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.86% | — | +94.59% | |
| 47 | ✓ | Laboratory Corp. of America | Stock-Other | 0.84% | — | -0.15% | |
| 48 | NFG | National Fuel Gas Co | Stock-Energy | 0.75% | — | +1.83% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.01% | -0.72% | |
| 50 | COF | Capital One Financial CORP | Stock-Financials | 0.73% | +0.02% | -25.54% |
According to official SEC Form 13F filings, Wealth Advisors of Tampa Bay, LLC reported a total U.S. public equity portfolio value of $326.9M across 81 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, MSFT, AAPL) accounted for 12.5% of total reported equity market value during Q1 2024.
During Q1 2024, Wealth Advisors of Tampa Bay, LLC's top holdings by market value included AVGO (4.7%)、MSFT (4.1%)、AAPL (4.0%). The largest single position, AVGO, represented 4.7% of total portfolio value.
In Q1 2024, Wealth Advisors of Tampa Bay, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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