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CIK: 0001715228
Total reported value
$326.9M
$326.9M
88 檔
14.6%
During the Q3 2024 filing period, Wealth Advisors of Tampa Bay, LLC (CIK: 0001715228) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $326.9M across 88 reported positions.
During Q3 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 | 5.34% | +0.85% | +898.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.36% | +0.12% | -8.80% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.75% | -0.03% | +1.51% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 3.57% | -0.51% | -1.35% | |
| 5 | WM | Waste Management Inc | Stock-Industrials | 2.95% | -0.20% | -1.28% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.72% | +0.08% | -1.34% | |
| 7 | ADI | Analog Devices Inc | Stock-Tech | 2.68% | +0.46% | +4.15% | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.38% | +0.08% | -0.62% | |
| 9 | GLW | Corning Inc | Stock-Tech | 2.36% | +2.75% | +1.25% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | +0.40% | -1.20% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.26% | -0.35% | +1.85% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.19% | +0.18% | +3.48% | |
| 13 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.07% | +0.20% | -2.59% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 2.06% | -0.21% | -1.66% | |
| 15 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 2.02% | — | +1.87% | |
| 16 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 2.00% | +0.15% | +2.22% | |
| 17 | ETR | Entergy CORP | Stock-Utilities | 1.96% | -0.15% | +0.70% | |
| 18 | GRMN | Garmin Ltd. | Stock-Tech | 1.95% | +0.21% | +2.89% | |
| 19 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.92% | +0.06% | +2.12% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.90% | +0.59% | +0.18% | |
| 21 | TU | Telus CORP | Stock-Other | 1.83% | -0.31% | +2.26% | |
| 22 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 1.81% | -0.12% | +1.78% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 1.78% | -0.23% | +2.20% | |
| 24 | T | At&t Inc | Stock-Comm Services | 1.75% | +0.03% | -0.33% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.73% | -0.55% | +1.64% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 1.54% | -0.21% | +2.70% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.54% | -0.12% | -0.40% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 1.53% | -0.38% | -3.51% | |
| 29 | EA | Electronic Arts Inc | Stock-Comm Services | 1.52% | — | -3.40% | |
| 30 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.49% | -0.31% | -0.15% | |
| 31 | PNC | Pnc Financial Services Group | Stock-Financials | 1.37% | +0.15% | +3.33% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.31% | -0.05% | +19.18% | |
| 33 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.28% | — | +15.66% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.27% | — | +20.39% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.21% | -0.07% | — | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 1.07% | — | -0.60% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 1.05% | -0.03% | -1.43% | |
| 38 | XLB | Ss Materials Select Sector | ETF-Other | 1.01% | -0.07% | -1.34% | |
| 39 | MXI | Ishares Global Materials ETF | ETF-Other | 0.94% | — | +4.34% | |
| 40 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.94% | -0.31% | -1.44% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.93% | -0.43% | — | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.92% | -0.09% | -0.86% | |
| 43 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.91% | — | +0.74% | |
| 44 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.87% | — | -0.69% | |
| 45 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.78% | -0.01% | +1.27% | |
| 46 | MCHP | Microchip Technology Inc | Stock-Tech | 0.78% | — | -27.82% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | -0.11% | +12.30% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.01% | — | |
| 49 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.68% | — | — | |
| 50 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 0.65% | -0.03% | — |
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 88 disclosed positions in Q3 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, AAPL, MSFT) accounted for 14.6% of total reported equity market value during Q3 2024.
During Q3 2024, Wealth Advisors of Tampa Bay, LLC's top holdings by market value included AVGO (5.3%)、AAPL (4.4%)、MSFT (3.8%). The largest single position, AVGO, represented 5.3% of total portfolio value.
In Q3 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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