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CIK: 0001715228
Total reported value
$326.9M
$326.9M
81 檔
14.1%
At the close of Q2 2024, Wealth Advisors of Tampa Bay, LLC disclosed equity holdings valued at approximately $326.9M, spread across 81 reported holdings.
During Q2 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 | 5.56% | +0.85% | +0.16% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.83% | +0.12% | +0.11% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.29% | -0.03% | +0.19% | |
| 4 | WM | Waste Management Inc | Stock-Industrials | 3.43% | -0.20% | -0.31% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.39% | -0.51% | -0.62% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | +0.08% | -1.83% | |
| 7 | ADI | Analog Devices Inc | Stock-Tech | 2.85% | +0.46% | -0.07% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.83% | +0.40% | +0.08% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.44% | +0.08% | +0.13% | |
| 10 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 2.28% | — | +0.31% | |
| 11 | GLW | Corning Inc | Stock-Tech | 2.24% | +2.75% | +0.12% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 2.20% | -0.21% | +0.85% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.07% | -0.35% | +12.08% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.01% | +0.18% | +0.16% | |
| 15 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.98% | +0.20% | +0.19% | |
| 16 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.97% | +0.06% | +6.35% | |
| 17 | GRMN | Garmin Ltd. | Stock-Tech | 1.96% | +0.21% | +1.18% | |
| 18 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 1.96% | -0.12% | -0.86% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.89% | +0.59% | -12.09% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.88% | -0.23% | +2.70% | |
| 21 | TU | Telus CORP | Stock-Other | 1.81% | -0.31% | +1.84% | |
| 22 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.79% | +0.15% | +1.80% | |
| 23 | ETR | Entergy CORP | Stock-Utilities | 1.77% | -0.15% | +1.27% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.74% | -0.55% | +6.13% | |
| 25 | EA | Electronic Arts Inc | Stock-Comm Services | 1.70% | — | -3.27% | |
| 26 | T | At&t Inc | Stock-Comm Services | 1.70% | +0.03% | +5.67% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.47% | -0.21% | +7.16% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 1.46% | -0.38% | -0.27% | |
| 29 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.39% | -0.12% | +6.34% | |
| 30 | MCHP | Microchip Technology Inc | Stock-Tech | 1.37% | — | +1.05% | |
| 31 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.35% | -0.31% | +0.60% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 1.28% | — | +37.75% | |
| 33 | PNC | Pnc Financial Services Group | Stock-Financials | 1.25% | +0.15% | +2.68% | |
| 34 | GD | General Dynamics CORP | Stock-Industrials | 1.14% | -0.03% | -0.82% | |
| 35 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.14% | — | +3.28% | |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.06% | — | +22.88% | |
| 37 | XLB | Ss Materials Select Sector | ETF-Other | 1.05% | -0.07% | +0.99% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 1.01% | -0.09% | +129.73% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.98% | -0.05% | — | |
| 40 | MXI | Ishares Global Materials ETF | ETF-Other | 0.92% | — | +0.50% | |
| 41 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.89% | — | -3.73% | |
| 42 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.88% | -0.31% | +5.44% | |
| 43 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.83% | — | +0.78% | |
| 44 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.78% | -0.01% | — | |
| 45 | DXCM | Dexcom Inc | Stock-Healthcare | 0.78% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.01% | — | |
| 47 | CVS | Cvs Health CORP | Stock-Healthcare | 0.70% | — | -3.51% | |
| 48 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 0.67% | -0.03% | — | |
| 49 | COF | Capital One Financial CORP | Stock-Financials | 0.67% | +0.02% | +0.83% | |
| 50 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.64% | -0.01% | — |
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 Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AVGO, AAPL, MSFT) accounted for 14.1% of total reported equity market value during Q2 2024.
During Q2 2024, Wealth Advisors of Tampa Bay, LLC's top holdings by market value included AVGO (5.6%)、AAPL (4.8%)、MSFT (4.3%). The largest single position, AVGO, represented 5.6% of total portfolio value.
In Q2 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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