Wealth Advisors of Tampa Bay, LLC
CIK: 0001715228SEC EDGAR →
Portfolio Value
$289.8M
Holdings
92
As of
Q4 2025
New Positions
9
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC | 56,629 | $19.6M | 6.76% |
| 2 | MICROSOFT CORP | 27,975 | $13.5M | 4.67% |
| 3 | APPLE INC | 40,006 | $10.9M | 3.75% |
| 4 | CORNING INC | 119,005 | $10.4M | 3.60% |
| 5 | JPMORGAN | 197,444 | $10.0M | 3.45% |
| 6 | WALMART INC | 88,065 | $9.8M | 3.39% |
| 7 | ALPHABET INC | 30,558 | $9.6M | 3.30% |
| 8 | GOLDMAN SACHS | 10,215 | $9.0M | 3.10% |
| 9 | ANALOG DEVICES | 29,363 | $8.0M | 2.75% |
| 10 | AMAZON COM | 31,997 | $7.4M | 2.55% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 18 | $94.4M | 32.4% |
| Financial Services | 29 | $79.8M | 27.4% |
| Consumer Cyclical | 5 | $25.2M | 8.6% |
| Communication Services | 7 | $23.0M | 7.9% |
| Industrials | 5 | $21.4M | 7.3% |
| Consumer Defensive | 6 | $13.9M | 4.7% |
| Healthcare | 8 | $13.7M | 4.7% |
| Utilities | 3 | $8.7M | 3.0% |
| Energy | 6 | $7.5M | 2.6% |
| Real Estate | 2 | $1.8M | 0.6% |
| Unknown | 2 | $1.4M | 0.5% |
| Basic Materials | 1 | $972K | 0.3% |