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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NNN REIT, INC.

NNN|637417106

Shares:685

Value:$29.2K

% of Portfolio:0.0% ($29.2K/$246.0M)

00214Q401

Shares:292

Value:$27.6K

% of Portfolio:0.0% ($27.6K/$246.0M)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:81

Value:$26.5K

% of Portfolio:0.0% ($26.5K/$246.0M)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:500

Value:$26.2K

% of Portfolio:0.0% ($26.2K/$246.0M)

00214Q203

Shares:373

Value:$24.7K

% of Portfolio:0.0% ($24.7K/$246.0M)

GENERAL MILLS INC

GIS|370334104

Shares:400

Value:$23.9K

% of Portfolio:0.0% ($23.9K/$246.0M)

Alphabet Inc.

GOOG|02079K107

Shares:140

Value:$21.9K

% of Portfolio:0.0% ($21.9K/$246.0M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:100

Value:$20.5K

% of Portfolio:0.0% ($20.5K/$246.0M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:1.8K

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$246.0M)

37149D113

Shares:50.0K

Value:$18.5K

% of Portfolio:0.0% ($18.5K/$246.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NNN REIT, INC.(NNNcusip637417106)	685	QoQ NEW(+685) YoY NEW(+685)	All Managers (Combined)	$29.2K	0.0% ($29.2K/$246.0M)	QoQ NEW(+$29.2K) YoY NEW(+$29.2K)
(cusip00214Q401)✕	292	QoQ NEW(+292) YoY NEW(+292)	All Managers (Combined)	$27.6K	0.0% ($27.6K/$246.0M)	QoQ NEW(+$27.6K) YoY NEW(+$27.6K)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	81	QoQ NEW(+81) YoY NEW(+81)	All Managers (Combined)	$26.5K	0.0% ($26.5K/$246.0M)	QoQ NEW(+$26.5K) YoY NEW(+$26.5K)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$26.2K	0.0% ($26.2K/$246.0M)	QoQ NEW(+$26.2K) YoY NEW(+$26.2K)
(cusip00214Q203)✕	373	QoQ NEW(+373) YoY NEW(+373)	All Managers (Combined)	$24.7K	0.0% ($24.7K/$246.0M)	QoQ NEW(+$24.7K) YoY NEW(+$24.7K)
GENERAL MILLS INC(GIScusip370334104)	400	QoQ NEW(+400) YoY NEW(+400)	All Managers (Combined)	$23.9K	0.0% ($23.9K/$246.0M)	QoQ NEW(+$23.9K) YoY NEW(+$23.9K)
Alphabet Inc.(GOOGcusip02079K107)	140	QoQ NEW(+140) YoY NEW(+140)	All Managers (Combined)	$21.9K	0.0% ($21.9K/$246.0M)	QoQ NEW(+$21.9K) YoY NEW(+$21.9K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$20.5K	0.0% ($20.5K/$246.0M)	QoQ NEW(+$20.5K) YoY NEW(+$20.5K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$20.4K	0.0% ($20.4K/$246.0M)	QoQ NEW(+$20.4K) YoY NEW(+$20.4K)
(cusip37149D113)✕	50.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$18.5K	0.0% ($18.5K/$246.0M)	QoQ +164.28% (+$11.5K) YoY +1.95% (+$355)