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CIK: 0001715228
Total reported value
$326.9M
$326.9M
86 檔
16.6%
The Q4 2024 SEC filing reveals that Wealth Advisors of Tampa Bay, LLC held a total portfolio value of $326.9M, covering 86 public equity positions.
During Q4 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 | 7.25% | +0.85% | -1.49% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.83% | +0.12% | +0.43% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 4.07% | -0.51% | -0.89% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.75% | -0.03% | -0.43% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.29% | +0.08% | +0.31% | |
| 6 | WM | Waste Management Inc | Stock-Industrials | 2.94% | -0.20% | -0.07% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.82% | +0.08% | -0.06% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.65% | +0.40% | -0.55% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 2.63% | +0.46% | +3.55% | |
| 10 | GLW | Corning Inc | Stock-Tech | 2.46% | +2.75% | -3.24% | |
| 11 | GRMN | Garmin Ltd. | Stock-Tech | 2.33% | +0.21% | -0.41% | |
| 12 | ETR | Entergy CORP | Stock-Utilities | 2.29% | -0.15% | +97.13% | |
| 13 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.23% | +0.20% | -1.88% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.20% | -0.35% | -0.19% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.18% | +0.18% | +1.20% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 2.16% | +0.59% | -0.42% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 2.15% | -0.21% | -16.91% | |
| 18 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 1.87% | -0.12% | +1.56% | |
| 19 | T | At&t Inc | Stock-Comm Services | 1.85% | +0.03% | -0.38% | |
| 20 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.79% | +0.15% | +4.64% | |
| 21 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.76% | +0.06% | -0.92% | |
| 22 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.74% | -0.12% | +0.43% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.58% | -0.05% | +40.81% | |
| 24 | EA | Electronic Arts Inc | Stock-Comm Services | 1.56% | — | -1.82% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.51% | -0.38% | +0.99% | |
| 26 | TU | Telus CORP | Stock-Other | 1.50% | -0.31% | -1.38% | |
| 27 | PNC | Pnc Financial Services Group | Stock-Financials | 1.48% | +0.15% | +0.63% | |
| 28 | MDT | Medtronic plc | Stock-Healthcare | 1.38% | -0.21% | -1.56% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.31% | — | +0.48% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.22% | -0.07% | — | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.22% | -0.43% | +30.02% | |
| 32 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.10% | -0.31% | -6.67% | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 1.08% | -0.03% | +14.67% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 1.05% | — | +11.89% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.02% | -0.55% | -35.26% | |
| 36 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.01% | -0.31% | +9.81% | |
| 37 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.99% | — | -43.05% | |
| 38 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.98% | — | +50.72% | |
| 39 | XLB | Ss Materials Select Sector | ETF-Other | 0.92% | -0.07% | +1.40% | |
| 40 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.89% | — | +10.88% | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.84% | -0.23% | -50.16% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.79% | -0.09% | +4.38% | |
| 43 | COF | Capital One Financial CORP | Stock-Financials | 0.77% | +0.02% | -2.57% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | -0.11% | +14.73% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.01% | — | |
| 46 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.71% | — | +1.41% | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.68% | -0.63% | EXIT | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.62% | +0.09% | +0.30% | |
| 49 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.61% | — | -46.83% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.61% | -0.38% | -0.72% |
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 86 disclosed positions in Q4 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, WMT) accounted for 16.6% of total reported equity market value during Q4 2024.
During Q4 2024, Wealth Advisors of Tampa Bay, LLC's top holdings by market value included AVGO (7.3%)、AAPL (4.8%)、WMT (4.1%). The largest single position, AVGO, represented 7.3% of total portfolio value.
In Q4 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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