$161 Million is the total value of Wealth Advisors of Tampa Bay, LLC's 73 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWN | New | ISHARES TRrus 2000 val etf | $451,371 | – | 3,255 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 27 | Q2 2024 | 5.6% |
| WASTE MGMT INC DEL | 27 | Q2 2024 | 4.0% |
| MICROSOFT CORP | 27 | Q2 2024 | 4.3% |
| ANALOG DEVICES INC | 27 | Q2 2024 | 3.2% |
| CISCO SYS INC | 27 | Q2 2024 | 2.9% |
| ALPHABET INC | 27 | Q2 2024 | 3.0% |
| AMAZON COM INC | 27 | Q2 2024 | 3.2% |
| AT&T INC | 27 | Q2 2024 | 3.7% |
| HOME DEPOT INC | 27 | Q2 2024 | 2.4% |
| SALESFORCE INC | 27 | Q2 2024 | 2.6% |
View Wealth Advisors of Tampa Bay, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-25 |
View Wealth Advisors of Tampa Bay, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.