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CIK: 0001715228
Total reported value
$326.9M
$326.9M
150 檔
13.8%
In Q1 2025, Wealth Advisors of Tampa Bay, LLC's U.S. equity holdings reached a combined market value of $326.9M, distributed across 150 disclosed stock positions.
In Q1 2025, Wealth Advisors of Tampa Bay, LLC displayed an active expansion posture, initiating 150 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 4.92% | +0.85% | -0.95% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.86% | +0.12% | -5.05% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.39% | -0.51% | -9.72% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.03% | -0.03% | |
| 5 | WM | Waste Management Inc | Stock-Industrials | 2.96% | -0.20% | -7.33% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.73% | +0.08% | +0.86% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.61% | +0.08% | +2.35% | |
| 8 | ETR | Entergy CORP | Stock-Utilities | 2.48% | -0.15% | +1.06% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 2.41% | +0.46% | +1.85% | |
| 10 | GRMN | Garmin Ltd. | Stock-Tech | 2.33% | +0.21% | +0.04% | |
| 11 | GLW | Corning Inc | Stock-Tech | 2.26% | +2.75% | +0.46% | |
| 12 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.26% | +0.20% | -2.30% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.23% | -0.35% | -1.00% | |
| 14 | T | At&t Inc | Stock-Comm Services | 2.18% | +0.03% | +0.08% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.09% | +0.40% | +1.46% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.08% | -0.55% | +89.15% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.91% | +0.18% | -1.78% | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.90% | +0.06% | +15.63% | |
| 19 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 1.87% | -0.12% | +4.62% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.83% | -1.60% | — | |
| 21 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.73% | -0.12% | -2.75% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.69% | -0.21% | +3.00% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 1.65% | -0.38% | +0.53% | |
| 24 | PNC | Pnc Financial Services Group | Stock-Financials | 1.65% | +0.15% | +28.83% | |
| 25 | TU | Telus CORP | Stock-Other | 1.62% | -0.31% | +7.78% | |
| 26 | EA | Electronic Arts Inc | Stock-Comm Services | 1.62% | — | +11.01% | |
| 27 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.58% | +0.15% | +8.74% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 1.58% | +0.59% | -26.01% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.55% | -0.43% | +16.23% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 1.53% | -0.21% | +3.46% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.51% | -0.05% | +9.95% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 1.46% | -0.23% | +92.51% | |
| 33 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.19% | -0.31% | +4.05% | |
| 34 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.16% | -0.31% | +5.37% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.16% | -0.07% | -0.91% | |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.13% | — | +0.72% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 1.11% | -0.03% | +4.96% | |
| 38 | MMM | 3m Co | Stock-Industrials | 1.06% | +0.09% | +59.41% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.13% | +258.45% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 1.00% | — | +16.57% | |
| 41 | UBER | Uber Technologies Inc | Stock-Industrials | 0.99% | -0.09% | +9.10% | |
| 42 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.96% | — | +5.51% | |
| 43 | XLB | Ss Materials Select Sector | ETF-Other | 0.96% | -0.07% | +7.67% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.01% | +4.03% | |
| 45 | ZTS | Zoetis Inc | Stock-Healthcare | 0.80% | -0.63% | EXIT | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.78% | -0.11% | +9.70% | |
| 47 | COF | Capital One Financial CORP | Stock-Financials | 0.73% | +0.02% | -0.85% | |
| 48 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.68% | — | +19.15% | |
| 49 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.66% | — | -18.05% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.59% | -0.38% | -0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | WMT | Walmart Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | WM | Waste Management Inc | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 8 | ETR | Entergy CORP | — | NEW | New buy |
| 9 | ADI | Analog Devices Inc | — | NEW | New buy |
| 10 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 11 | GLW | Corning Inc | — | NEW | New buy |
| 12 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 13 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 14 | T | At&t Inc | — | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 16 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 17 | HD | Home Depot Inc | — | NEW | New buy |
| 18 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 19 | JPLD | Jpmorgan LTD Duration ETF | — | NEW | New buy |
| 20 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 21 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 22 | CRM | Salesforce Inc | — | NEW | New buy |
| 23 | RTX | Rtx CORP | — | NEW | New buy |
| 24 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 25 | TU | Telus CORP | — | NEW | New buy |
| 26 | EA | Electronic Arts Inc | — | NEW | New buy |
| 27 | BBY | Best Buy Co Inc | — | NEW | New buy |
| 28 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 29 | CVX | Chevron CORP | — | NEW | New buy |
| 30 | MDT | Medtronic plc | — | NEW | New buy |
| 31 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 32 | PFE | Pfizer Inc | — | NEW | New buy |
| 33 | HAS | Hasbro Inc | — | NEW | New buy |
| 34 | CBOE | Cboe Global Markets Inc | — | NEW | New buy |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | — | NEW | New buy |
| 37 | GD | General Dynamics CORP | — | NEW | New buy |
| 38 | MMM | 3m Co | — | NEW | New buy |
| 39 | NVDA | Nvidia CORP | — | NEW | New buy |
| 40 | ADBE | Adobe Inc | — | NEW | New buy |
| 41 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 42 | SRVR | Pacer Data & Infrastructure | — | NEW | New buy |
| 43 | XLB | Ss Materials Select Sector | — | NEW | New buy |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 45 | ZTS | Zoetis Inc | — | NEW | New buy |
| 46 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 47 | COF | Capital One Financial CORP | — | NEW | New buy |
| 48 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 49 | CAG | Conagra Brands Inc | — | NEW | New buy |
| 50 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
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 150 disclosed positions in Q1 2025.
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 13.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AVGO
市值: $12.1M
During Q1 2025, Wealth Advisors of Tampa Bay, LLC's top holdings by market value included AVGO (4.9%)、AAPL (3.9%)、WMT (3.4%). The largest single position, AVGO, represented 4.9% of total portfolio value.
In Q1 2025, Wealth Advisors of Tampa Bay, LLC made 150 total portfolio adjustments, initiating 150 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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