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CIK: 0001715228
Total reported value
$326.9M
$326.9M
90 檔
16.1%
As reported in its official Q2 2025 Form 13F filing, Wealth Advisors of Tampa Bay, LLC's tracked investment portfolio stood at $326.9M with 90 total positions.
During Q2 2025, 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 | 6.14% | +0.85% | -18.35% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.89% | -0.03% | -0.17% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.34% | -0.51% | -4.53% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.32% | +0.12% | +0.34% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.16% | -1.60% | +85.68% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.05% | +0.08% | -2.88% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | +0.08% | -0.47% | |
| 8 | WM | Waste Management Inc | Stock-Industrials | 2.67% | -0.20% | -1.62% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 2.64% | +0.46% | +0.05% | |
| 10 | GLW | Corning Inc | Stock-Tech | 2.45% | +2.75% | +1.74% | |
| 11 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.24% | +0.20% | -1.47% | |
| 12 | ETR | Entergy CORP | Stock-Utilities | 2.22% | -0.15% | -0.39% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.20% | +0.40% | -0.23% | |
| 14 | GRMN | Garmin Ltd. | Stock-Tech | 2.09% | +0.21% | +0.64% | |
| 15 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 2.06% | -0.12% | +18.21% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.95% | -0.35% | +0.80% | |
| 17 | T | At&t Inc | Stock-Comm Services | 1.94% | +0.03% | -6.30% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.86% | -0.55% | +0.97% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.76% | +0.18% | -0.86% | |
| 20 | TU | Telus CORP | Stock-Other | 1.71% | -0.31% | +1.54% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.66% | -0.38% | -1.60% | |
| 22 | PNC | Pnc Financial Services Group | Stock-Financials | 1.63% | +0.15% | +0.61% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.63% | +0.59% | -1.04% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.61% | -0.21% | +1.29% | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.52% | +0.06% | -10.47% | |
| 26 | EA | Electronic Arts Inc | Stock-Comm Services | 1.47% | — | -11.47% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.46% | -0.05% | +0.60% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.13% | +1.25% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.44% | -0.43% | +17.02% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 1.42% | -0.21% | +3.48% | |
| 31 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.35% | +0.15% | +1.11% | |
| 32 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.34% | -0.31% | +0.78% | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.29% | -0.12% | +6.10% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 1.29% | -0.23% | -0.61% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 1.19% | -0.09% | +1.01% | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 1.12% | -0.03% | +1.25% | |
| 37 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.11% | -0.31% | -0.59% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.07% | -0.07% | -1.83% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 1.06% | +0.06% | — | |
| 40 | MMM | 3m Co | Stock-Industrials | 1.04% | +0.09% | +1.75% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 1.03% | — | +9.88% | |
| 42 | SRVR | Pacer Data & Infrastructure | ETF-Other | 1.00% | — | +1.61% | |
| 43 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.95% | — | +76.38% | |
| 44 | XLB | Ss Materials Select Sector | ETF-Other | 0.88% | -0.07% | -2.85% | |
| 45 | DXCM | Dexcom Inc | Stock-Healthcare | 0.86% | — | +27.58% | |
| 46 | TFC | Truist Financial CORP | Stock-Financials | 0.80% | -0.01% | +47.73% | |
| 47 | COF | Capital One Financial CORP | Stock-Financials | 0.78% | +0.02% | -3.01% | |
| 48 | ZTS | Zoetis Inc | Stock-Healthcare | 0.73% | -0.63% | EXIT | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.72% | -0.38% | -8.61% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.11% | +0.74% |
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 90 disclosed positions in Q2 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, MSFT, WMT) accounted for 16.1% of total reported equity market value during Q2 2025.
During Q2 2025, Wealth Advisors of Tampa Bay, LLC's top holdings by market value included AVGO (6.1%)、MSFT (3.9%)、WMT (3.3%). The largest single position, AVGO, represented 6.1% of total portfolio value.
In Q2 2025, 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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