Wealth Advisors of Tampa Bay, LLC
CIK: 0001715228Latest portfolio: $289.8M · Q4 2025
Holdings
92
Total Value
$289.8M
New Positions
3
Closed Positions
6
Top Holdings
View All 92 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 56,629 | $19.6M | 6.76% | -655 | |
| 2 | MSFTMICROSOFT CORP | 27,975 | $13.5M | 4.67% | +1K | |
| 3 | AAPLAPPLE INC | 40,006 | $10.9M | 3.75% | -1,605 | |
| 4 | GLWCORNING INC | 119,005 | $10.4M | 3.60% | -590 | |
| 5 | JPSTJPMORGAN | 197,444 | $10.0M | 3.45% | -1,385 | |
| 6 | WMTWALMART INC | 88,065 | $9.8M | 3.39% | -2,072 | |
| 7 | GOOGLALPHABET INC | 30,558 | $9.6M | 3.30% | -1,745 | |
| 8 | GSGOLDMAN SACHS | 10,215 | $9.0M | 3.10% | -240 | |
| 9 | ADIANALOG DEVICES | 29,363 | $8.0M | 2.75% | +40 | |
| 10 | AMZNAMAZON COM | 31,997 | $7.4M | 2.55% | -1,250 | |
| 11 | BKBANK NEW YORK | 60,359 | $7.0M | 2.42% | -2,291 | |
| 12 | WMWASTE MANAGEMENT | 30,811 | $6.8M | 2.34% | -759 | |
| 13 | ETRENTERGY CORP | 68,658 | $6.3M | 2.19% | -2,660 | |
| 14 | BACVERIZON COMMUNICATIONS | 150,561 | $6.1M | 2.12% | +32K | |
| 15 | JPLDJPMORGAN LTD | 116,864 | $6.1M | 2.11% | +4K | |
| 16 | MCDMCDONALDS CORP | 19,469 | $6.0M | 2.05% | +2K | |
| 17 | GRMNGARMIN LTD | 27,645 | $5.6M | 1.93% | +1K | |
| 18 | PNCPNC FINANCIAL | 23,690 | $4.9M | 1.71% | +625 | |
| 19 | CSCOCISCO SYSTEMS | 61,410 | $4.7M | 1.63% | +515 | |
| 20 | RTXRTX CORP | 25,514 | $4.7M | 1.61% | -1,730 | |
| 21 | NVDANVIDIA CORP | 24,433 | $4.6M | 1.57% | -1,050 | |
| 22 | HASHASBRO INC | 54,272 | $4.5M | 1.54% | -525 | |
| 23 | BXBLACKSTONE INC | 28,723 | $4.4M | 1.53% | +2K | |
| 24 | PSCPRINCIPAL US | 75,577 | $4.4M | 1.51% | +2K | |
| 25 | TAT&T INC | 173,844 | $4.3M | 1.49% | -2,250 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($9.988897870076132e+95T)
Technology0.0% ($1.9599135291087614e+60T)
Communication Services0.0% ($956443183780198784.0T)
Healthcare0.0% ($426439092442871744.0T)
Consumer Defensive0.0% ($981114031294.9T)
Energy0.0% ($416012161031.6T)
Consumer Cyclical0.0% ($73855950445.0T)
Industrials0.0% ($67694679378.6T)
Utilities0.0% ($63.5T)
Unknown0.0% ($892.5M)
Real Estate0.0% ($173.9M)
Basic Materials0.0% ($972K)
Filing History
Fund Information
Wealth Advisors of Tampa Bay, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $289.8M across 92 holdings. The largest position is BROADCOM INC (AVGO), representing 6.8% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.