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CIK: 0001715228
Total reported value
$326.9M
$326.9M
92 檔
19.7%
As reported in its official Q4 2025 Form 13F filing, Wealth Advisors of Tampa Bay, LLC's tracked investment portfolio stood at $326.9M with 92 total positions.
In Q4 2025, Wealth Advisors of Tampa Bay, LLC adopted a defensive or profit-taking posture, trimming 49 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, MSFT, AAPL) accounted for 19.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
O
市值: $1.7M
Top Position Liquidated / Trimmed
SRVR
前期市值: $2.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 6.76% | +0.85% | -1.14% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.67% | -0.03% | +4.90% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.75% | +0.12% | -3.86% | |
| 4 | GLW | Corning Inc | Stock-Tech | 3.60% | +2.75% | -0.49% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.45% | -1.60% | -0.70% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.39% | -0.51% | -2.30% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.30% | +0.40% | -5.40% | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.10% | +0.08% | -2.30% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 2.75% | +0.46% | +0.14% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.55% | +0.08% | -3.76% | |
| 11 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.42% | +0.20% | -3.66% | |
| 12 | WM | Waste Management Inc | Stock-Industrials | 2.34% | -0.20% | -2.40% | |
| 13 | ETR | Entergy CORP | Stock-Utilities | 2.19% | -0.15% | -3.73% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.12% | -0.55% | +27.18% | |
| 15 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 2.11% | -0.12% | +3.52% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.05% | -0.35% | +9.47% | |
| 17 | GRMN | Garmin Ltd. | Stock-Tech | 1.93% | +0.21% | +4.79% | |
| 18 | PNC | Pnc Financial Services Group | Stock-Financials | 1.71% | +0.15% | +2.71% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.63% | +0.59% | +0.85% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.61% | -0.38% | -6.35% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.13% | -4.12% | |
| 22 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.54% | -0.31% | -0.96% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 1.53% | +0.06% | +5.93% | |
| 24 | PSC | Principal US Small-cap ETF | ETF-Other | 1.51% | +0.17% | +2.75% | |
| 25 | T | At&t Inc | Stock-Comm Services | 1.49% | +0.03% | -1.28% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 1.47% | -0.21% | +1.67% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.44% | -0.43% | +2.46% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | +0.18% | -3.69% | |
| 29 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.37% | — | -8.46% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 1.36% | -0.21% | -5.86% | |
| 31 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.35% | -0.12% | -6.48% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.31% | -0.05% | -8.48% | |
| 33 | EA | Electronic Arts Inc | Stock-Comm Services | 1.30% | — | -20.21% | |
| 34 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.14% | +0.15% | -9.11% | |
| 35 | GD | General Dynamics CORP | Stock-Industrials | 1.11% | -0.03% | -6.11% | |
| 36 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.04% | -0.31% | -5.15% | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 1.03% | -0.09% | +4.82% | |
| 38 | MMM | 3m Co | Stock-Industrials | 1.03% | +0.09% | +0.92% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.96% | -0.07% | -1.75% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.86% | -0.09% | +370.37% | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.84% | -0.23% | -33.45% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.79% | -0.01% | -5.67% | |
| 43 | XLB | Ss Materials Select Sector | ETF-Other | 0.78% | -0.07% | +88.61% | |
| 44 | COF | Capital One Financial CORP | Stock-Financials | 0.77% | +0.02% | -6.52% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.74% | -0.11% | -2.37% | |
| 46 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.69% | -0.11% | +31.00% | |
| 47 | TU | Telus CORP | Stock-Other | 0.68% | -0.31% | -42.38% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | +0.14% | +201.40% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.60% | -0.38% | -1.33% | |
| 50 | O | Realty Income CORP | Stock-Real Estate | 0.60% | +0.13% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | -5.40% | Trim |
| 2 | AVGO | Broadcom Inc | +0.5% | -1.14% | Trim |
| 3 | V | Visa Inc-class A Shares | +0.4% | +201.40% | Add |
| 4 | VZ | Verizon Communications Inc | +0.4% | +27.18% | Add |
| 5 | ADI | Analog Devices Inc | +0.4% | +0.14% | Add |
| 6 | GS | Goldman Sachs Group Inc | +0.3% | -2.30% | Trim |
| 7 | GLW | Corning Inc | +0.3% | -0.49% | Trim |
| 8 | WMT | Walmart Inc | +0.3% | -2.30% | Trim |
| 9 | MCD | Mcdonald's CORP | +0.3% | +9.47% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +0.85% | Add |
| 11 | AAPL | Apple Inc | +0.2% | -3.86% | Trim |
| 12 | BMY | Bristol-myers Squibb Co | +0.2% | -6.48% | Trim |
| 13 | PNC | Pnc Financial Services Group | +0.2% | +2.71% | Add |
| 14 | HAS | Hasbro Inc | +0.2% | -0.96% | Trim |
| 15 | BNY | Bank Of New York Mellon CORP | +0.2% | -3.66% | Trim |
| 16 | JPLD | Jpmorgan LTD Duration ETF | +0.1% | +3.52% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | -3.76% | Trim |
| 18 | CRM | Salesforce Inc | +0.1% | -5.86% | Trim |
| 19 | PSC | Principal US Small-cap ETF | +0.1% | +2.75% | Add |
| 20 | RTX | Rtx CORP | +0.1% | -6.35% | Trim |
| 21 | JPST | Jpmorgan Ultra-short Income | +0.1% | -0.70% | Trim |
| 22 | SPOT | Spotify Technology S.A. | +0.1% | +31.00% | Add |
| 23 | COF | Capital One Financial CORP | +0.1% | -6.52% | Trim |
| 24 | MDT | Medtronic plc | +0.1% | +1.67% | Add |
| 25 | MSFT | Microsoft CORP | +0.1% | +4.90% | Add |
| 26 | ISRG | Intuitive Surgical Inc | +0.1% | +17.09% | Add |
| 27 | MMM | 3m Co | +0.1% | +0.92% | Add |
| 28 | CVX | Chevron CORP | +0.1% | +2.46% | Add |
| 29 | TGT | Target CORP | +0.1% | +25.91% | Add |
| 30 | NEE | Nextera Energy Inc | +0.1% | -2.37% | Trim |
| 31 | MU | Micron Technology Inc | 0% | -25.00% | Trim |
| 32 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 33 | MXI | Ishares Global Materials ETF | 0% | -0.41% | Trim |
| 34 | TFC | Truist Financial CORP | 0% | -5.67% | Trim |
| 35 | AMGN | Amgen Inc | 0% | -3.27% | Trim |
| 36 | NAD | Nuveen Quality Municipal Inc | 0% | -0.22% | Trim |
| 37 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 38 | WM | Waste Management Inc | 0% | -2.40% | Trim |
| 39 | RSP | Invesco S&p 500 Equal Weight | 0% | +3.18% | Add |
| 40 | IVV | Ishares Core S&p 500 ETF | 0% | +0.07% | Add |
| 41 | BAC | Bank Of America CORP | 0% | -2.23% | Trim |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | -1.75% | Trim |
| 43 | NVG | Nuveen Amt-fr Muni Crdt | 0% | -5.29% | Trim |
| 44 | MPLX | Mplx LP | 0% | — | Unchanged |
| 45 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 46 | SPH | Suburban Propane Partners LP | 0% | — | Unchanged |
| 47 | CBOE | Cboe Global Markets Inc | — | -5.15% | Trim |
| 48 | CI | THE Cigna Group | — | — | Unchanged |
| 49 | HAL | Halliburton Co | — | -17.64% | Trim |
| 50 | VLY | Valley National Bancorp | — | — | Unchanged |
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 92 disclosed positions in Q4 2025.
During Q4 2025, Wealth Advisors of Tampa Bay, LLC's top holdings by market value included AVGO (6.8%)、MSFT (4.7%)、AAPL (3.8%). The largest single position, AVGO, represented 6.8% of total portfolio value.
In Q4 2025, Wealth Advisors of Tampa Bay, LLC made 81 total portfolio adjustments, initiating 3 new buys, adding to 23 positions, trimming 49 holdings, and fully liquidating 6 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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