Wealth-Advisors-Of-Tampa-Bay

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BCE",
  "MU",
  "NVG",
  null,
  "MPLX",
  "ACN",
  "MMM",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "T",
  "AVGO",
  "LOW",
  null,
  null,
  "CCI",
  "COF",
  "CMI",
  "D",
  "NAD",
  null,
  "ETB",
  "GD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "RPM",
  "QCOM",
  "ISRG",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "GE",
  "HAS",
  null,
  null,
  "HSY",
  "IJR",
  "KHC",
  "OKE",
  "NNN",
  "PYPL",
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "TU",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "LPLA",
  "AMGN",
  "NOW",
  "SHW",
  "RTX",
  "GLD",
  null,
  "IBM",
  "CI",
  "TGT",
  "TFC",
  "UBER",
  "RCL",
  "SPH",
  "TTE",
  "IWO",
  "XLB",
  "IWN",
  null,
  null,
  "ETR",
  "BN.TO",
  null,
  "EA",
  "ALGN",
  "SSB",
  "HAL",
  "IP",
  "WM",
  "VLY",
  null,
  "DPG",
  "GIPR",
  "AMZN",
  "NEA",
  "IVE",
  "VGT",
  "V",
  "WMT",
  "WAT",
  null,
  null,
  "GRMN",
  "DVY",
  "NDSN",
  "LH",
  "SO",
  "CRM",
  null,
  null,
  "GEV",
  "GWW",
  "LULU",
  "BAC",
  "BK",
  "BRK-B",
  "BBY",
  "BA",
  "BMY",
  "BCAL",
  "CBOE",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "CAG",
  "COST",
  "GLW",
  "CRWD",
  "DXCM",
  "RSP",
  null,
  "ADI",
  "NEE",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "PM",
  "MO",
  "XLK",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 150
Total Value: 246007391
Accession Number: 0001715228-25-000002
Form Type: 13F-HR
CIK: wealth-advisors-of-tampa-bay
Manager Name: Wealth-Advisors-Of-Tampa-Bay

Data Enrichment

87% identified

130 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

150 positions • $246.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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Elevance Health, Inc.

ELV|036752103

Shares:150

Value:$65.2K

% of Portfolio:0.0% ($65.2K/$246.0M)

81369Y803

XLK|81369Y803

Shares:300

Value:$61.9K

% of Portfolio:0.0% ($61.9K/$246.0M)

464288158

Shares:571

Value:$60.3K

% of Portfolio:0.0% ($60.3K/$246.0M)

Philip Morris International Inc.

PM|718172109

Shares:350

Value:$55.6K

% of Portfolio:0.0% ($55.6K/$246.0M)

92204A702

VGT|92204A702

Shares:100

Value:$54.2K

% of Portfolio:0.0% ($54.2K/$246.0M)

78464A201

Shares:640

Value:$53.1K

% of Portfolio:0.0% ($53.1K/$246.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:200

Value:$49.7K

% of Portfolio:0.0% ($49.7K/$246.0M)

ALIGN TECHNOLOGY INC

ALGN|016255101

Shares:300

Value:$47.7K

% of Portfolio:0.0% ($47.7K/$246.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:200

Value:$46.6K

% of Portfolio:0.0% ($46.6K/$246.0M)

Merck & Co., Inc.

MRK|58933Y105

Shares:450

Value:$40.4K

% of Portfolio:0.0% ($40.4K/$246.0M)

SouthState Corp

SSB|840441109

Shares:435

Value:$40.4K

% of Portfolio:0.0% ($40.4K/$246.0M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:150

Value:$40.4K

% of Portfolio:0.0% ($40.4K/$246.0M)

California BanCorp \ CA

BCAL|84252A106

Shares:2.8K

Value:$40.0K

% of Portfolio:0.0% ($40.0K/$246.0M)

COCA COLA CO

KO|191216100

Shares:553

Value:$39.6K

% of Portfolio:0.0% ($39.6K/$246.0M)

464286608

Shares:688

Value:$36.6K

% of Portfolio:0.0% ($36.6K/$246.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:400

Value:$33.8K

% of Portfolio:0.0% ($33.8K/$246.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:115

Value:$33.1K

% of Portfolio:0.0% ($33.1K/$246.0M)

BOEING CO

BA|097023105

Shares:185

Value:$31.6K

% of Portfolio:0.0% ($31.6K/$246.0M)

ONEOK INC /NEW/

OKE|682680103

Shares:317

Value:$31.5K

% of Portfolio:0.0% ($31.5K/$246.0M)

QUALCOMM INC/DE

QCOM|747525103

Shares:200

Value:$30.7K

% of Portfolio:0.0% ($30.7K/$246.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Elevance Health, Inc.(ELVcusip036752103)	150	QoQ NEW(+150) YoY NEW(+150)	All Managers (Combined)	$65.2K	0.0% ($65.2K/$246.0M)	QoQ NEW(+$65.2K) YoY NEW(+$65.2K)
(XLKcusip81369Y803)	300	QoQ NEW(+300) YoY NEW(+300)	All Managers (Combined)	$61.9K	0.0% ($61.9K/$246.0M)	QoQ NEW(+$61.9K) YoY NEW(+$61.9K)
(cusip464288158)✕	571	QoQ NEW(+571) YoY NEW(+571)	All Managers (Combined)	$60.3K	0.0% ($60.3K/$246.0M)	QoQ NEW(+$60.3K) YoY NEW(+$60.3K)
Philip Morris International Inc.(PMcusip718172109)	350	QoQ NEW(+350) YoY NEW(+350)	All Managers (Combined)	$55.6K	0.0% ($55.6K/$246.0M)	QoQ NEW(+$55.6K) YoY NEW(+$55.6K)
(VGTcusip92204A702)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$54.2K	0.0% ($54.2K/$246.0M)	QoQ NEW(+$54.2K) YoY NEW(+$54.2K)
(cusip78464A201)✕	640	QoQ NEW(+640) YoY NEW(+640)	All Managers (Combined)	$53.1K	0.0% ($53.1K/$246.0M)	QoQ NEW(+$53.1K) YoY NEW(+$53.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	200	QoQ NEW(+200) YoY NEW(+200)	All Managers (Combined)	$49.7K	0.0% ($49.7K/$246.0M)	QoQ NEW(+$49.7K) YoY NEW(+$49.7K)
ALIGN TECHNOLOGY INC(ALGNcusip016255101)	300	QoQ NEW(+300) YoY NEW(+300)	All Managers (Combined)	$47.7K	0.0% ($47.7K/$246.0M)	QoQ NEW(+$47.7K) YoY NEW(+$47.7K)
LOWES COMPANIES INC(LOWcusip548661107)	200	QoQ NEW(+200) YoY NEW(+200)	All Managers (Combined)	$46.6K	0.0% ($46.6K/$246.0M)	QoQ NEW(+$46.6K) YoY NEW(+$46.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	450	QoQ NEW(+450) YoY NEW(+450)	All Managers (Combined)	$40.4K	0.0% ($40.4K/$246.0M)	QoQ NEW(+$40.4K) YoY NEW(+$40.4K)
SouthState Corp(SSBcusip840441109)	435	QoQ NEW(+435) YoY -82.13% (-2.0K)	All Managers (Combined)	$40.4K	0.0% ($40.4K/$246.0M)	QoQ NEW(+$40.4K) YoY -80.49% (-$166.7K)
AMERICAN EXPRESS CO(AXPcusip025816109)	150	QoQ NEW(+150) YoY NEW(+150)	All Managers (Combined)	$40.4K	0.0% ($40.4K/$246.0M)	QoQ NEW(+$40.4K) YoY NEW(+$40.4K)
California BanCorp \ CA(BCALcusip84252A106)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$40.0K	0.0% ($40.0K/$246.0M)	QoQ NEW(+$40.0K) YoY NEW(+$40.0K)
COCA COLA CO(KOcusip191216100)	553	QoQ NEW(+553) YoY NEW(+553)	All Managers (Combined)	$39.6K	0.0% ($39.6K/$246.0M)	QoQ NEW(+$39.6K) YoY NEW(+$39.6K)
(cusip464286608)✕	688	QoQ NEW(+688) YoY NEW(+688)	All Managers (Combined)	$36.6K	0.0% ($36.6K/$246.0M)	QoQ NEW(+$36.6K) YoY NEW(+$36.6K)
Palantir Technologies Inc.(PLTRcusip69608A108)	400	QoQ NEW(+400) YoY NEW(+400)	All Managers (Combined)	$33.8K	0.0% ($33.8K/$246.0M)	QoQ NEW(+$33.8K) YoY NEW(+$33.8K)
SPDR GOLD TRUST(GLDcusip78463V107)	115	QoQ NEW(+115) YoY NEW(+115)	All Managers (Combined)	$33.1K	0.0% ($33.1K/$246.0M)	QoQ NEW(+$33.1K) YoY NEW(+$33.1K)
BOEING CO(BAcusip097023105)	185	QoQ NEW(+185) YoY NEW(+185)	All Managers (Combined)	$31.6K	0.0% ($31.6K/$246.0M)	QoQ NEW(+$31.6K) YoY NEW(+$31.6K)
ONEOK INC /NEW/(OKEcusip682680103)	317	QoQ NEW(+317) YoY NEW(+317)	All Managers (Combined)	$31.5K	0.0% ($31.5K/$246.0M)	QoQ NEW(+$31.5K) YoY NEW(+$31.5K)
QUALCOMM INC/DE(QCOMcusip747525103)	200	QoQ NEW(+200) YoY NEW(+200)	All Managers (Combined)	$30.7K	0.0% ($30.7K/$246.0M)	QoQ NEW(+$30.7K) YoY NEW(+$30.7K)